This deal was a SAVE. I inherited this account from customer success to reset expectations and get them back on board for an annual commitment. They were previously month to month and chose to cancel without feedback. I re engaged with the CEO, he stated, “ if you can do x and y, we will commit to an annual agreement”. Easy right? Wrong! We couldn’t fulfill any of his two requests one based on a carrier restraint and the other based on their CRMs unwillingness to provide API documentation. I worked diligently reaching out to their CRMs dev and support team to try and get my hands on any documentation that would support the integration. Friday I get the dreaded email from their CRM explaining how they won’t support our connection. I called the CEO knowing I had to deliver bad news. He took a minute and said he’d still like to continue business with us and commit to an annual as both requirements were out of my control. This was a labor of love and fresh ink on a Tuesday never felt so good!
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