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SalesValidate CRM

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SalesValidate CRM

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Open Opportunities

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Pipeline Value

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Late Stage (4–6)

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Opportunity	Company	Owner	Stage	Deal Size	Next Action	Next Steps

Name	Role	Company	Critical?	Contact

Company	Type	Vertical	PE Firm	Contacts	Opportunities

New Opportunity

Opportunity Name (e.g. EQS SV Engagement)

Company

Opportunity Owner

Next Action Date

Sales Stage

Deal Size ($)

Current State — what's compelling? why do anything now?

Next Steps — to move to the next stage

Potential Challenges — to overcome to move to next stage

New Contact

Contact Name

Role

Company

Company Type

Vertical

PE Firm (if portco)

Email

Phone

Why is it important to engage this person?

Is this person critical to getting an agreement in place?

What other people in the organization will we need?

New Company

Company Name

Type

Vertical

PE Firm (if portco)

Please confirm