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Known information
- Scheduled a meeting for next week with Docker
- Followed up on our previous discussion with Docker, no concerns
- Shared a relevant case study with decision maker at Gusto
- Noted the contact's budget constraints for future reference at Pulley
- Discussed pricing options and negotiated a discount at Carta
- Identified cross-selling or upselling opportunities at Slack
- Recommended a customized solution based on needs at Segment
- Booked a pilot for the prospect to evaluate at Lever
- Onboarding in two days - CSM required at Mintlify
About Relate
Relate is a San Francisco-based B2B company specializing in a collaborative sales CRM for startups and SMBs, offering remote work options and serving customers across North America.
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