Potpurri
Name 2 states that have legalized weed for recreational AND legal purposes
Washington
Oregon
Nevada
California
Alaska
colorado
Vermont
Maine
Mass
The person that can help you change the background or format any part of your presentations (with appropriate notice)
Craig Clark
The contact role designation required to kick off a DocuSign document for signature
Name 3 insurance companies we've worked with
PURE
BCBS Mass
JMI
Hagerty
Security Benefit
iCAT
Many more
Name the lowest amount of AUM of banks that we will pursue
$2B
The global health cat and other animal company that is a top prospect of Jess Gavic's on the East team
Zoetis
The 5 people on the sales team that came from Magnet
Matt Koblick, Jason Taylor, Mike Piehl, Scott Zerega, Craig
Where can you view, in kanban format, the status of our assets and accelerators
Foundry Board
Name 2 people with deep insurance experience, would rate themselves 4 or higher (P&C and payer)
Piehl, Lally, Agnes, Robb, Meg, Gretczko
Name the lowest AUM of banks we will pursue for nCino deals
$5B
The behavioral health customer that launched a mobile app based on Salesforce.
Annum
2 of the people that have worked in Mortgage
Melissa Nelson
2 ways to view the marketing events happening at Silverline
CalendarAnything
Name 2 ways we can discount the overall price of a deal?
by rate, one time new customer discount, or discounting Accelerator fee
Name the baseball team that inspired calendar anything
NY Yankees
A private behavioral health and addiction treatment center that will serve as a reference for our Service Cloud work, the solution was a predecessor to the Patient Engagement Center.
Retreat
The 2 people that have worked at the same 4 companies
Robb and Erez
Where you find the Anchor Account template that is not a gDrive search
SPOT for Sales
Name the process that we use to "double check" the integrity of a solution and/or technical design
DRC
Name our customer that has over $96B of AUM in its global wealth and investment management BU
US Trust /Merrill Lynch
The person that won the NFL MVP Award in 2014
Aaron Rodgers