Fairmont Credit Union Customer
Major Banks · Des Moines, IA · 515-555-7768
· www.fairmontcreditunion.example.com
Owner: Jerry Pickens $0
Open pipeline
$322,000
Lifetime revenue
2026-09-21
Last activity
Scope grew to include the reporting cleanup.
Happy with last engagement; open to a follow-on.
Contract Sent → Won · Jerry Pickens · 136 days ago · Customer portal strategy
Email: Send meeting recap
Meeting: Contract review
Follow-up: Follow up after demo
Meeting: Executive briefing
Proposal → Contract Sent · Jerry Pickens · 172 days ago · Customer portal strategy
Qualified → Proposal · Jerry Pickens · 175 days ago · Customer portal strategy
Call: Check-in call
Lead → Qualified · Jerry Pickens · 183 days ago · Customer portal strategy
Champion is Hannah; sceptic is the controller.
Created as Lead · Jerry Pickens · 196 days ago · Customer portal strategy
Contract Sent → Won · Jerry Pickens · 211 days ago · ERP integration advisory
Email: Send meeting recap
Proposal → Contract Sent · Jerry Pickens · 219 days ago · ERP integration advisory
Email: Send pricing summary
Qualified → Proposal · Jerry Pickens · 245 days ago · ERP integration advisory
Lead → Qualified · Jerry Pickens · 247 days ago · ERP integration advisory
Email: Send pricing summary
Call: Pricing discussion
Contract Sent → Won · Jerry Pickens · 253 days ago · Operations audit
Task: Draft SOW
Created as Lead · Jerry Pickens · 255 days ago · ERP integration advisory
Scope grew to include the reporting cleanup.
Proposal → Contract Sent · Jerry Pickens · 256 days ago · Operations audit
Email: Send pricing summary
Qualified → Proposal · Jerry Pickens · 263 days ago · Operations audit
Lead → Qualified · Jerry Pickens · 273 days ago · Operations audit
Task: Prepare proposal draft
Contract Sent → Won · Jerry Pickens · 297 days ago · Customer portal strategy
Task: Draft SOW
Proposal → Contract Sent · Jerry Pickens · 298 days ago · Customer portal strategy
Created as Lead · Jerry Pickens · 298 days ago · Operations audit
Email: Quarterly check-in
Qualified → Proposal · Jerry Pickens · 305 days ago · Customer portal strategy
Scope grew to include the reporting cleanup.
Follow-up: Follow up after demo
Happy with last engagement; open to a follow-on.
Follow-up: Follow up on pricing
Lead → Qualified · Jerry Pickens · 336 days ago · Customer portal strategy
Meeting: Proposal walkthrough
Created as Lead · Jerry Pickens · 339 days ago · Customer portal strategy
Legal wants a mutual NDA before the proposal.
Contract Sent → Won · Jerry Pickens · 484 days ago · Vendor selection support
Proposal → Contract Sent · Jerry Pickens · 490 days ago · Vendor selection support
Qualified → Proposal · Jerry Pickens · 496 days ago · Vendor selection support
Lead → Qualified · Jerry Pickens · 529 days ago · Vendor selection support
Created as Lead · Jerry Pickens · 562 days ago · Vendor selection support
Contract Sent → Won · Jerry Pickens · 596 days ago · Data migration advisory
Proposal → Contract Sent · Jerry Pickens · 607 days ago · Data migration advisory
Qualified → Proposal · Jerry Pickens · 608 days ago · Data migration advisory
Lead → Qualified · Jerry Pickens · 624 days ago · Data migration advisory
Created as Lead · Jerry Pickens · 628 days ago · Data migration advisory
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Customer portal strategy | Won | $54,000 | 2026-05-30 |
| ERP integration advisory | Won | $28,500 | 2026-03-12 |
| Operations audit | Won | $58,500 | 2026-02-06 |
| Customer portal strategy | Won | $81,000 | 2025-12-12 |
| Vendor selection support | Won | $59,500 | 2025-06-17 |
| Data migration advisory | Won | $40,500 | 2025-02-14 |
| Address | 8771 Harbor Blvd, Suite 200 |
| City | Des Moines, IA 50309 |
| Phone | 515-555-7768 |
| Website | www.fairmontcreditunion.example.com |
| Industry | Major Banks |
| Customer since | 2025-12-07 |
| Annual revenue | $174,000,000 |
| Employees | 820 |
1061
Fairmont Credit Union
Major Banks
8771 Harbor Blvd, Suite 200
Des Moines
IA
50309
515-555-7768
www.fairmontcreditunion.example.com
Customer
20
2025-12-07
174000000
820
2026-09-21