Dunmore Retail Group Customer
Retail · Orlando, FL · 407-555-9700
· www.dunmoreretailgroup.example.com
Owner: Jerry Pickens $87,750
Open pipeline
$101,250
Lifetime revenue
2026-09-27
Last activity
Follow-up: Follow up on proposal
Follow-up: Follow up on pricing
Email: Send meeting recap
Task: Prepare proposal draft
Created as Lead · Jerry Pickens · 19 days ago · IT roadmap engagement
Budget approved for Q4, wants SOW by the 20th.
Meeting: Quarterly check-in
IT is short-staffed, timeline may slip on their side.
Happy with last engagement; open to a follow-on.
Asked whether we can start before the fiscal year ends.
Budget approved for Q4, wants SOW by the 20th.
Budget approved for Q4, wants SOW by the 20th.
Olivia is the decision maker; CFO signs off.
Contract Sent → Won · Jerry Pickens · 265 days ago · Reporting modernization
Meeting: Proposal walkthrough
Proposal → Contract Sent · Jerry Pickens · 275 days ago · Reporting modernization
Email: Quarterly check-in
Meeting: Kickoff meeting
Scope grew to include the reporting cleanup.
Qualified → Proposal · Jerry Pickens · 341 days ago · Reporting modernization
Lead → Qualified · Jerry Pickens · 346 days ago · Reporting modernization
Created as Lead · Jerry Pickens · 353 days ago · Reporting modernization
Contract Sent → Won · Jerry Pickens · 401 days ago · Finance close optimization
Proposal → Contract Sent · Jerry Pickens · 407 days ago · Finance close optimization
Qualified → Proposal · Jerry Pickens · 409 days ago · Finance close optimization
Lead → Qualified · Jerry Pickens · 423 days ago · Finance close optimization
Created as Lead · Jerry Pickens · 435 days ago · Finance close optimization
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| IT roadmap engagement | Lead | $87,750 | 2026-11-15 |
| Reporting modernization | Won | $31,500 | 2026-01-13 |
| Finance close optimization | Won | $69,750 | 2025-08-29 |
| Address | 4508 Park Ave, Suite 500 |
| City | Orlando, FL 32801 |
| Phone | 407-555-9700 |
| Website | www.dunmoreretailgroup.example.com |
| Industry | Retail |
| Customer since | 2026-04-29 |
| Annual revenue | $90,000,000 |
| Employees | 1200 |
1040
Dunmore Retail Group
Retail
4508 Park Ave, Suite 500
Orlando
FL
32801
407-555-9700
www.dunmoreretailgroup.example.com
Customer
20
2026-04-29
90000000
1200
2026-09-27