Inlet Financial Customer
Major Banks · Orlando, FL · 407-555-3796
· www.inletfinancial.example.com
Owner: Jerry Pickens $0
Open pipeline
$165,750
Lifetime revenue
2026-08-30
Last activity
Current system is a mix of spreadsheets and email.
Champion is Sofia; sceptic is the controller.
Email: Send pricing summary
Legal wants a mutual NDA before the proposal.
Contract Sent → Won · Jerry Pickens · 114 days ago · Data migration advisory
Meeting: Contract review
Task: Draft SOW
Proposal → Contract Sent · Jerry Pickens · 120 days ago · Data migration advisory
Call: Reference call
Email: Send pricing summary
Qualified → Proposal · Jerry Pickens · 152 days ago · Data migration advisory
Lead → Qualified · Jerry Pickens · 154 days ago · Data migration advisory
Created as Lead · Jerry Pickens · 156 days ago · Data migration advisory
Meeting: Quarterly check-in
Meeting: Executive briefing
Contract Sent → Won · Jerry Pickens · 194 days ago · Warehouse workflow assessment
Task: Prepare proposal draft
Budget approved for Q4, wants SOW by the 20th.
Proposal → Contract Sent · Jerry Pickens · 200 days ago · Warehouse workflow assessment
Follow-up: Follow up on pricing
Qualified → Proposal · Jerry Pickens · 224 days ago · Warehouse workflow assessment
Lead → Qualified · Jerry Pickens · 229 days ago · Warehouse workflow assessment
Created as Lead · Jerry Pickens · 231 days ago · Warehouse workflow assessment
Budget approved for Q4, wants SOW by the 20th.
Happy with last engagement; open to a follow-on.
Sofia is the decision maker; CFO signs off.
Asked whether we can start before the fiscal year ends.
Contract Sent → Won · Jerry Pickens · 500 days ago · Finance close optimization
Proposal → Contract Sent · Jerry Pickens · 521 days ago · Finance close optimization
Qualified → Proposal · Jerry Pickens · 536 days ago · Finance close optimization
Lead → Qualified · Jerry Pickens · 540 days ago · Finance close optimization
Created as Lead · Jerry Pickens · 554 days ago · Finance close optimization
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Data migration advisory | Won | $60,000 | 2026-06-17 |
| Warehouse workflow assessment | Won | $90,000 | 2026-04-03 |
| Finance close optimization | Won | $15,750 | 2025-05-28 |
| Address | 8000 Mill Rd |
| City | Orlando, FL 32801 |
| Phone | 407-555-3796 |
| Website | www.inletfinancial.example.com |
| Industry | Major Banks |
| Customer since | 2023-07-23 |
| Annual revenue | $62,000,000 |
| Employees | 90 |
1019
Inlet Financial
Major Banks
8000 Mill Rd
Orlando
FL
32801
407-555-3796
www.inletfinancial.example.com
Customer
20
2023-07-23
62000000
90
2026-08-30