Delta Bend Logistics Customer
Transportation Services · Boston, MA · 617-555-8789
· www.deltabendlogistics.example.com
Owner: George Jones $0
Open pipeline
$155,500
Lifetime revenue
2026-09-17
Last activity
Call: Reference call
Carmen is the decision maker; CFO signs off.
Call: Quarterly check-in
Champion is Carmen; sceptic is the controller.
Budget approved for Q4, wants SOW by the 20th.
Contract Sent → Won · George Jones · 125 days ago · Warehouse workflow assessment
Demo: dashboard mockup
Follow-up: Follow up on pricing
Proposal → Contract Sent · George Jones · 128 days ago · Warehouse workflow assessment
Qualified → Proposal · George Jones · 167 days ago · Warehouse workflow assessment
Lead → Qualified · George Jones · 182 days ago · Warehouse workflow assessment
Contract Sent → Won · George Jones · 187 days ago · Finance close optimization
Email: Send pricing summary
Proposal → Contract Sent · George Jones · 190 days ago · Finance close optimization
Created as Lead · George Jones · 190 days ago · Warehouse workflow assessment
Contract Sent → Won · George Jones · 196 days ago · Analyst mentoring series
Demo: reporting workflow
Qualified → Proposal · George Jones · 204 days ago · Finance close optimization
Follow-up: Follow up after demo
Task: Prepare demo environment
Demo: portal prototype
Board meeting next month; wants numbers before then.
Demo: portal prototype
Lead → Qualified · George Jones · 215 days ago · Finance close optimization
Task: Prepare demo environment
Proposal → Contract Sent · George Jones · 223 days ago · Analyst mentoring series
Created as Lead · George Jones · 223 days ago · Finance close optimization
Qualified → Proposal · George Jones · 227 days ago · Analyst mentoring series
Lead → Qualified · George Jones · 230 days ago · Analyst mentoring series
Created as Lead · George Jones · 236 days ago · Analyst mentoring series
IT is short-staffed, timeline may slip on their side.
Contract Sent → Won · George Jones · 277 days ago · Operations audit
Email: Send pricing summary
Proposal → Contract Sent · George Jones · 284 days ago · Operations audit
Qualified → Proposal · George Jones · 285 days ago · Operations audit
Lead → Qualified · George Jones · 299 days ago · Operations audit
Call: Pricing discussion
Created as Lead · George Jones · 312 days ago · Operations audit
Contract Sent → Lost · George Jones · 336 days ago · Finance close optimization
Task: Update forecast notes
Proposal → Contract Sent · George Jones · 354 days ago · Finance close optimization
Qualified → Proposal · George Jones · 355 days ago · Finance close optimization
Lead → Qualified · George Jones · 357 days ago · Finance close optimization
Demo: portal prototype
Created as Lead · George Jones · 365 days ago · Finance close optimization
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Warehouse workflow assessment | Won | $62,000 | 2026-06-11 |
| Finance close optimization | Won | $36,000 | 2026-04-13 |
| Analyst mentoring series | Won | $6,750 | 2026-03-19 |
| Operations audit | Won | $50,750 | 2025-12-22 |
| Finance close optimization | Lost | $27,000 | 2025-10-26 |
| Address | 4634 Elm St |
| City | Boston, MA 02110 |
| Phone | 617-555-8789 |
| Website | www.deltabendlogistics.example.com |
| Industry | Transportation Services |
| Customer since | 2020-12-25 |
| Annual revenue | $145,000,000 |
| Employees | 1350 |
1045
Delta Bend Logistics
Transportation Services
4634 Elm St
Boston
MA
02110
617-555-8789
www.deltabendlogistics.example.com
Customer
10
2020-12-25
145000000
1350
2026-09-17