Uplands Farms Customer
Food Distribution · St. Paul, MN · 651-555-2929
· www.uplandsfarms.example.com
Owner: Jerry Pickens $24,500
Open pipeline
$90,600
Lifetime revenue
2026-09-28
Last activity
Meeting: Kickoff meeting
Follow-up: Follow up on pricing
Email: Send pricing summary
Lead → Qualified · Jerry Pickens · 10 days ago · Process improvement review
Follow-up: Follow up on proposal
Follow-up: Follow up after demo
Demo: portal prototype
Email: Send pricing summary
Task: Update forecast notes
Call: Discovery call with Grace
Created as Lead · Jerry Pickens · 21 days ago · Analyst mentoring series
Created as Lead · Jerry Pickens · 26 days ago · Process improvement review
Contract Sent → Won · Jerry Pickens · 28 days ago · Operations audit
Meeting: Kickoff meeting
Proposal → Contract Sent · Jerry Pickens · 34 days ago · Operations audit
Task: Prepare proposal draft
Qualified → Proposal · Jerry Pickens · 83 days ago · Operations audit
Lead → Qualified · Jerry Pickens · 90 days ago · Operations audit
Created as Lead · Jerry Pickens · 112 days ago · Operations audit
They are comparing us with one other firm on price.
Sent references; waiting to hear back.
Champion is Sandra; sceptic is the controller.
Email: Send references
Sandra is the decision maker; CFO signs off.
Wants weekly status calls, Tuesday mornings.
Contract Sent → Won · Jerry Pickens · 342 days ago · Compliance readiness review
Follow-up: Follow up on proposal
Call: Check-in call
Proposal → Contract Sent · Jerry Pickens · 376 days ago · Compliance readiness review
Qualified → Proposal · Jerry Pickens · 388 days ago · Compliance readiness review
Lead → Qualified · Jerry Pickens · 390 days ago · Compliance readiness review
Created as Lead · Jerry Pickens · 409 days ago · Compliance readiness review
Contract Sent → Won · Jerry Pickens · 634 days ago · Reporting tools training
Proposal → Contract Sent · Jerry Pickens · 672 days ago · Reporting tools training
Qualified → Proposal · Jerry Pickens · 675 days ago · Reporting tools training
Lead → Qualified · Jerry Pickens · 681 days ago · Reporting tools training
Created as Lead · Jerry Pickens · 703 days ago · Reporting tools training
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Analyst mentoring series | Lead | $3,500 | 2026-10-27 |
| Process improvement review | Qualified | $21,000 | 2026-11-13 |
| Operations audit | Won | $45,000 | 2026-09-16 |
| Compliance readiness review | Won | $43,500 | 2025-11-10 |
| Reporting tools training | Won | $2,100 | 2025-01-09 |
| Address | 1511 Washington Blvd |
| City | St. Paul, MN 55102 |
| Phone | 651-555-2929 |
| Website | www.uplandsfarms.example.com |
| Industry | Food Distribution |
| Customer since | 2024-02-23 |
| Annual revenue | $9,000,000 |
| Employees | 1100 |
1060
Uplands Farms
Food Distribution
1511 Washington Blvd
St. Paul
MN
55102
651-555-2929
www.uplandsfarms.example.com
Customer
20
2024-02-23
9000000
1100
2026-09-28