Account Overview

Status: Closed Won (September 2025)

ACV: $85,000

Products: Platform Core + AI Assistant + Analytics

Business Model: B2B SaaS platform for mid-market sales teams. Helps companies manage customer relationships, automate workflows, and track performance across distributed sales teams.

Tech Stack: Salesforce CRM, Slack, Microsoft Teams

Why This Deal Is a Good Example

This deal demonstrates:

• Clean MEDDPICC qualification with evidence
• Outcome-based discovery with quantified pain
• Tight business alignment before demo
• Acceptance-driven validation with clear checks
• Evidence-based deliverables with buyer quotes throughout

Key Stakeholders

Economic Buyer: Sarah Chen, VP of Sales Operations

• Budget authority confirmed in discovery
• Active in all key calls
• Signed Mutual Success Plan