Wei Zhang
VP Sales · Harbor Cloud Services
Wei Zhang
VP Sales
ContactedCompany Information
Notes
Replacing legacy CRM. Needs data migration support.
AI Insight
Early stage — focus on qualification and understanding pain points before deeper engagement.
Activity Timeline
Discovery call — 25 min, strong interest.
by Sarah Chen
Sent revised proposal with commission module.
by Marcus Reid
Shared campaign analytics deck.
by Diego Santos
Final negotiation meeting — contract terms agreed.
by Lena Fischer
Prepared competitor comparison sheet.
by Priya Nair
Tasks
Send pilot agreement to Brightline
Today 5:00 PM
Follow up on proposal sign-off
Today 3:00 PM
Schedule competitor deep-dive demo
Tomorrow 11:00 AM
Follow-Ups
Jordan Avery
Call · Today 4:00 PM
Emily Watson
Email · Today 5:30 PM
Sofia Marin
WhatsApp · Overdue 1d
Opportunities
Harbor Cloud Services — Contacted
Open opportunity · Omar Haddad
AED 54K
69% likely