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Sales Director

Cloudway Solutions AB

A
TendBotAI Assistant
Good morning, Linda
Wednesday 19 March 2025
Sales Overview
Pipeline Q118.4M SEK (65% of annual target)
Closed Q16.2M SEK / target 7.5M SEK (83%)
Team activity14 meetings booked this week, 6 proposals out
Calendar
08:30Sales team standup
10:00Client meeting — Meridian Group (enterprise)
14:00Proposal review with presales
16:00Forecast meeting with CEO
Follow-ups
7 daysVanguard AB — no reply since demo
3 daysDataFlow AB — awaiting discount decision
TodayMeridian Group — proposal sent, awaiting feedback
Flagged
Quota alertErik S. at 54% of monthly target — needs coaching
06:45
anna.berg@meridiangroup.seBefore today's meeting — expanded scopeWe want to discuss a broader rollout — all 8 offices instead of the initial 2. Can you bring pricing for the full organization?
07:00
Fantastic! Put together an enterprise proposal for 8 offices with volume discount. I need it before 10.
07:10
Meridian Group — enterprise proposal
Deal overview
Contact: Anna Berg (CTO). 8 offices, ~420 users. Current solution: manual processes + Excel. Indicated budget: 1.5–2M SEK/year.
Pricing proposal
Standard price: 2.1M SEK/year. With 3-year agreement + volume discount: 1.78M SEK/year (−15%). Implementation: 180,000 SEK one-time.
Competitive landscape
Meridian has also looked at CompetitorX (cheaper but lacks API integration) and CompetitorY (more expensive, over-engineered).
EnterpriseHubspot
07:25
Medium
Enterprise proposal — Meridian Group
Send customized enterprise proposal to Anna Berg with 15% volume discount and 3-year terms
Proposal: 1.78M SEK/year + 180,000 SEK implementation. ROI calculation and reference case attached. Valid 30 days.
1,78 MSEK/år
via Hubspot
Approved
08:00
Vanguard AB hasn't responded for 7 days since the demo. Contact Mikael opened the proposal twice but hasn't forwarded it internally. Want me to prepare a follow-up?
09:00
Yes, write a soft follow-up with a new customer case as reference. Offer a short follow-up meeting.
09:05
Low risk
Follow-up email — Vanguard AB
Send follow-up to Mikael Ström with reference case (Acme Corp) and meeting link
via Hubspot
Approved
09:15
Coaching plan: Erik Sandberg (Account Executive)
3/5 complete
  • Analyze lost deals last 60 days
  • Identify patterns: missing discovery step in 4 of 6 lost deals
  • Book 1:1 coaching session Wednesday PM
  • Create improved discovery template
  • Set up weekly deal review for 4 weeks
11:00
High risk
Discount approval — DataFlow AB
Approve 22% discount for DataFlow AB — exceeds standard discount level (max 15%)
Sales rep: Erik S. Justification: competitor offering lower price. Deal worth 840,000 SEK/year. With discount: 655,000 SEK/year.
−185 000 kr/år
via Hubspot
Pending...
13:30
Q1 forecast for CEO meeting
Conservative
Closed ARR6.2M SEK
Expected March1.0M SEK
Q1 total7.2M SEK (96% of target)
Likely
Closed ARR6.2M SEK
Expected March1.8M SEK (incl. Meridian)
Q1 total8.0M SEK (107% of target)
Best case
Closed ARR6.2M SEK
Expected March2.5M SEK (+ Vanguard & DataFlow)
Q1 total8.7M SEK (116% of target)
15:30
Daily sales summary
Meridian enterprise proposal sent (1.78M SEK/year)
Vanguard follow-up sent
Coaching plan for Erik prepared
DataFlow discount — awaiting your decision
Q1 forecast presented to CEO
Potentially +1.78M SEK new ARR if Meridian closes. Pipeline strengthened with 3 active deals in final stage.
17:00

The Scenario

Follow Linda through a typical workday and see how TendBot handles everything from morning briefings to approvals and follow-ups.

Linda, Sales Director
Cloudway Solutions AB
12 interactions