#deal-acme-corp
MC
EW
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Acme deal โ€” $128K ยท Evaluation Salesforce opp Acme account
Tuesday, April 28th
Alfred 2:50 PM

๐Ÿ‘ค New stakeholder added to the account: Dana Whitfield

  • Role: VP Operations, Acme
  • Tenure: ~4 years at Acme (joined from Stripe in 2022)
  • Source: Mentioned by @Marcus Chen on today's 2pm call

Detail that matters right now:

Dana led Acme's vendor consolidation initiative in 2025 โ€” internal goal was cutting SaaS spend by 25%, ended at ~30%. She'll likely have a strong perspective on adding any new tool to the stack.

Suggested next step: loop her in before procurement does, and frame the value as consolidation-friendly (if it is). Happy to draft a positioning angle if useful.

๐Ÿ‘€ 2 ๐Ÿ™ 1
EW
Erin Walsh 2:58 PM

good catch. Marcus โ€” let's talk through Dana before you reply to David.

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