Fielding Farms Customer
Food Distribution · Fort Wayne, IN · 260-555-8256
· www.fieldingfarms.example.com
Owner: George Jones $96,250
Open pipeline
$113,000
Lifetime revenue
2026-10-02
Last activity
Meeting: Executive briefing
Demo: dashboard mockup
Meeting: Executive briefing
Created as Lead · George Jones · 5 days ago · Vendor selection support
Follow-up: Follow up on pricing
Meeting: Proposal walkthrough
Maria is the decision maker; CFO signs off.
Meeting: Contract review
Task: Prepare demo environment
Proposal → Contract Sent · George Jones · 21 days ago · Data migration advisory
Email: Send pricing summary
Qualified → Proposal · George Jones · 44 days ago · Data migration advisory
Meeting: Requirements review
Lead → Qualified · George Jones · 48 days ago · Data migration advisory
Created as Lead · George Jones · 55 days ago · Data migration advisory
Legal wants a mutual NDA before the proposal.
Contract Sent → Won · George Jones · 195 days ago · Process improvement review
Follow-up: Follow up on contract
Proposal → Contract Sent · George Jones · 196 days ago · Process improvement review
Meeting: Executive briefing
Qualified → Proposal · George Jones · 207 days ago · Process improvement review
Asked whether we can start before the fiscal year ends.
Meeting: Quarterly check-in
Contract Sent → Won · George Jones · 232 days ago · IT roadmap engagement
Call: Pricing discussion
Proposal → Contract Sent · George Jones · 237 days ago · IT roadmap engagement
Qualified → Proposal · George Jones · 239 days ago · IT roadmap engagement
Lead → Qualified · George Jones · 250 days ago · IT roadmap engagement
Budget approved for Q4, wants SOW by the 20th.
Lead → Qualified · George Jones · 260 days ago · Process improvement review
Created as Lead · George Jones · 264 days ago · Process improvement review
They are comparing us with one other firm on price.
Task: Update forecast notes
Created as Lead · George Jones · 278 days ago · IT roadmap engagement
They are comparing us with one other firm on price.
Contract Sent → Won · George Jones · 296 days ago · Customer portal strategy
Task: Prepare demo environment
Proposal → Contract Sent · George Jones · 297 days ago · Customer portal strategy
Qualified → Proposal · George Jones · 309 days ago · Customer portal strategy
Demo: dashboard mockup
Call: Discovery call with Eric
Lead → Qualified · George Jones · 330 days ago · Customer portal strategy
Created as Lead · George Jones · 331 days ago · Customer portal strategy
Referred by Quail Run Automotive; expects the same team.
Qualified → Lost · George Jones · 408 days ago · Warehouse workflow assessment
Lead → Qualified · George Jones · 416 days ago · Warehouse workflow assessment
Created as Lead · George Jones · 440 days ago · Warehouse workflow assessment
Contract Sent → Won · George Jones · 658 days ago · Data migration advisory
Proposal → Contract Sent · George Jones · 691 days ago · Data migration advisory
Qualified → Proposal · George Jones · 694 days ago · Data migration advisory
Lead → Qualified · George Jones · 702 days ago · Data migration advisory
Created as Lead · George Jones · 718 days ago · Data migration advisory
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Vendor selection support | Lead | $50,750 | 2026-11-08 |
| Data migration advisory | Contract Sent | $45,500 | 2026-09-21 |
| Process improvement review | Won | $36,000 | 2026-03-20 |
| IT roadmap engagement | Won | $10,500 | 2026-02-23 |
| Customer portal strategy | Won | $45,500 | 2025-12-09 |
| Warehouse workflow assessment | Lost | $54,250 | 2025-08-24 |
| Data migration advisory | Won | $21,000 | 2024-12-11 |
| Address | 2851 Lakeview Ave, Suite 500 |
| City | Fort Wayne, IN 46802 |
| Phone | 260-555-8256 |
| Website | www.fieldingfarms.example.com |
| Industry | Food Distribution |
| Customer since | 2018-10-04 |
| Annual revenue | $222,000,000 |
| Employees | 1400 |
1002
Fielding Farms
Food Distribution
2851 Lakeview Ave, Suite 500
Fort Wayne
IN
46802
260-555-8256
www.fieldingfarms.example.com
Customer
10
2018-10-04
222000000
1400
2026-10-02