Acme Corp · Cordially Space
Here today
4
Met
3 of 4
Tom Reyes not met yet
Learned
- Data sync has been slow for Alice’s team.
- Tom’s renewal sign-off is waiting on data residency questions.
Next action
Introduce Tom to Priya to answer his security questions
Bryan · CSM · Demo bar, 3:30
Account
Your team @ Summit
- Keara · AE
- Bryan · CSM
- Priya · SE
Alice Chen · VP CRM · Live inbox
Bryan · CSM
Coffee at 11? Keen to hear how the rollout is going.
Alice
Yes. Data sync has been slow.
Priya · SE
I can show you the new sync settings at the demo bar at 2:30.
Alice
Perfect.
Keara · AE
Thanks for today. Renewal options are in your inbox.
Synced to Salesforce · 3 activities on Acme Corp
