Client email
Client company
Client website
Is the client an existing Salesforce customer?:–None–YesNo
Client preferred method of contact:–None–EmailPhone
Client phone if preferred method of contact
Sand Tech rep:–None–Sara RothJordan CiscoDuncan StewardSusan HerberMichale JarvisCraig CulhanePhillip EdwardsBrad Stanton
Sand Tech rep email:
Please provide context around this opportunity (i.e. customer pain points, description of current state, desired business outcomes, etc)
Sand TechClient ReferralFormer ClientEmployee ReferralEventsLinkedInMarketingOtherPartner ReferralSalesforce ReferralWebsite
–None–2023 Q2 Lapsed Client Re-Engagement2023 09 26 Irvine HubSpot Compete Enablement & Lunch – Loader, GRB2023 10 06 Virtual Experience Cloud Lunch and Learn, GRB, HLS, Markey2023 HubStop Program2023 Q2 SeaTrees Event EmailSandTech Referral Program2023 11 Partner Enablement, New Hires SMB, CoreWebsite Tracking – agency73.comCreated in Salesforce First (Pardot)2021 Q4 Webinar – Registrants – Zachs Team2021 Q3 Google Review Request2021 Q3 AppExchange Review Request2021 Q3 Hubspot Compete Content to Pardot AEs2021 Q3 AE Meet and Greet (Andrew Price Team)2021 Q4 Webinar – Example Campaign2022 Q1 Tom Outreach2022 Q1 Hubspot Compete Demo Atlanta and Reston Teams2022 Q1 Tory Outreach – Soliciting Feedback2019 Seamless – Life Science2020 Sept Salesforce2020 Sept Shopify2021 SalesEnableAppExchange2021 Q3 Yoga and Learn2021 Q4 Web Optimization (Darren)2021 Q4 EOY Insanity – Tom Audience2022 Q1 Reston QBR Onsite2021 Q4 EOY Insanity – Tory Audience2021 Q4 EOY Insanity – Other AEs2021 Q4 Webinar – Attendees – Zachs Team2021 Q4 Webinar – Invites – Zachs TeamA73 Website Contact Us Form2021 April Yoga and Learn!Admin on Demand2022 Q1 Spotlight 3-172022 Q1 Retail & Consumer Goods Hubspot Compete Session2021 Q3 GoKart Event Denver HLS AEs_Training2023 Q2 June 7 Lunch Scott + SF2023 Q3 Aug Intro to Deanna from Scott2023 Q2 MedTech/Pharma Nurture – Tory2022 Q3 Salesforce Dinner Event hosted by Agency732022 Q2 Hammer Hubspot NY Team Remote2022 Q2 Leigh Tully NY Onsite2022 Q2 Escape Room MM2022 Q2 GRB Commercial NY Remote2023 Q2 Sales Emails Parent2023 Q2 Existing Client Engagement2023 Q2 Comms Media Tech Nurture – Meg2023 Q2 CMT Outreach Campaign Email #32023 Q2 Pardot Users Nurture2022 Q4 Holiday Campaign Email from Lindsay2023 Q1 CMT Outreach Campaign Email #22023 Q2 SF/Hubspot Users Nurture2022 Q3 Marketing & Pre-Sales Nurture2023 Q2 SF AEs Email Engagement2023 Q3 July 12 SF Hubspot Compete Breakfast2023 Q2 Closed Lost Opp Re-Engagement2023 Q2 MedTech/Pharma Nurture – Meg2023 Q2 Comms Media Tech Nurture – Tory2022 Q3 Pardot Outreach CampaignTester for import2022 Q4 Holiday Campaign Email + SeaTrees2023 Q1 CMT Outreach Campaign Email #12022 Q4 Success Stories Outreach Campaign2023 Q1 Revenue Cloud Outreach Campaign