▲ 5 r/sales

Time for a break up email?

Enterprise HCM sales here. There is a local company that I’ve dropped at a few times. Not huge, but well known long standing company in the territory that would be a good logo to land. A BDR actually had luck engaging with the CTO at the end of April. He responded that he would like to meet wth us, so the meeting was set with him, the HR director, and SOC II Director. I usually have my SE’s join the first call depending on size of the business and complexity.

First meeting went great. All of them were impressed with having him join that first conversation. We found out that they were using a local Payroll company for years ,but they have 22 employees scattered across different states ,and they screwed up their quarterly taxes, and got fined from a lot of those states. They left and went to a competitor which promised them the world about a year and a half ago. Implementation was terrible, rep stopped answering their calls and eventually left the company, so now here they are with multiple issues again, and needing to make a switch as taxes were screwed up for 6 of their employees, as well as multiple other issues due to how that platform is built with disconnected HR and Payroll. So needless to say, they have a lot of PTSD, trust issues, and are understandably apprehensive about their next choice.

When the process started with them, they all agreed that they were looking at making a decision and closing by end of May. We went above and beyond, brought in one of our high ranking tax and compliance directors to explain our process and put them at ease, brought in a high ranking IT consultant to speak with their IT team. Every meeting went great. We got multiple compliments from everyone involved on how great the demo looked, our professionalism, and attention to detail around their needs after every touch point. Coming up to the end of May, we set up a sandbox access for them. Explained to the HR director that she’d need to sign an NDA prior, and we’d get her set up. She was completely fine with everything then silence after the NDA went out. At this point May was out of the question. The Docusign was sent 3 times. Then finally a week and a half later she responds that she never got it, but also was not responding to our voicemails or emails. She went back and found it and signed. We set up call with her to make sure she could get logged in and let the SE walk her around the system. Set up a call for debrief a week after the sandbox access. No show on that.

At this point, it’s been 3 weeks, we’ve sent emails to everyone involved, we even secured her NFL suite tickets to a team we have an agreement with because they are playing her favorite NFL team. The last outreach was week before last. Called her cell, left a VM, and shot her a text following up on her feedback from the sandbox. Gave them some breathing room since.

It’s also worth noting that the previous local company has come back in to the mix now ensuring her that they got the issues fixed from before that caused them to be fined in multiple states, so they’re trying to get back in, and the rep also happens to be a friend of the HR director. When she told us this ,she assured us that she wouldn’t let that make her decision, but we all know how that goes.

My thought is maybe letting the dust settle from the holiday and end of next week send out a break up email. I can understand the apprehensiveness after the past 2 experiences, but I’m not down with wasting my time on a one sided relationship. We’ve bent over backwards to accommodate them ,and the non responses aren’t something I’m going to continue spending my time on.

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u/Tastraphy23 — 2 days ago

Evap Issue

Hi all. So for the last year or so I’ve had an engine light on with the code for small fuel emissions leak or something similar to that. I’ve read that it’s pretty common with the 2017 grand Cherokee limiteds. I’ve now got an issue where it takes for ever to turn over when I start it unless I push the start button first and let it prime first. I’ve read that replacing a part called evap? Seems pretty straight forward, but looking at YouTube videos, I’m seeing some being replaced in the engine bay, and some are showing under the back drivers side wheel well. Are these the same part, just different locations depending on the year?

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u/Tastraphy23 — 9 days ago

SCHB?

So, I hate that ME doesn’t allow fractional shares, but I also like to make sure my money isn’t tied up in only one brokerage. How does SCHB compare to VTI? Expense ratios look about the same. Any downside to DCA’ing money in to this fund if I don’t want to wait until I can afford $300+ shares of VTI?

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u/Tastraphy23 — 11 days ago

Annual fee for CMA??

Most of my portfolio is invested elsewhere, and was thinking about opening a brokerage account with Merrill so all of my eggs aren’t in one basket, but I’m finding out that there is a $125 annual fee for a CMA account?

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u/Tastraphy23 — 16 days ago

Did I mess up my mobile check deposit?

So I received a check from Discover made out to me for $500. I did a mobile check deposit in to my CMA and took pictures of the front and back. I just realized that in the endorsement line, I signed my name instead of “for deposit at fidelity” will this end up getting rejected? If so will I have the option to add that phrase under my name and resubmit?

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u/Tastraphy23 — 20 days ago

Can you combine your cash back from Savor and Quicksilver?

As the title says. If you have a Savor and a quicksilver, does cash back pool in to one cash back balance? Or are they both separate? If separate, is there anyway to combine them?

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u/Tastraphy23 — 20 days ago

New Quicksilver came as Mastercard?

So, I was under the impression that the quick silver card was migrating over, but I got my new card in the mail yesterday and it’s a Mastercard. Anyone else recently get a new QS as a MC?

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u/Tastraphy23 — 22 days ago
▲ 6 r/ProtonDrive+1 crossposts

A few questions

So I’ve recently switched to proton unlimited, and I’m loving mail and drive so far. I’m currently using Nord vpn, and have it set on my phone to auto connect to any WiFi that isn’t my trusted home network. My subscription with Nord is coming to an end, and while I really like it, I figured I could just use Proton since it’s already included. Does proton vpn have this option to auto connect and disconnect when getting on and off of different WiFi? Or am I going to have to manually connect it and disconnect each time?

Thanks!

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u/Tastraphy23 — 30 days ago
▲ 8 r/sales

What is everyone using for notes at in person meetings?

We use Webex with Gong integrated, which does well. I wanted to see what everyone is using as far as in person discovery and analysis meetings. Any apps to record the meeting other than the laptop and a word doc? Obviously all parties involved in the meeting would need to be notified it was being recorded, as does virtual meetings.

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u/Tastraphy23 — 2 months ago

Offer in app

HI all

I’m at the 7 month mark with capital one after chapter 13 discharged last summer. I did not burn or include CapOne in the bankruptcy at all, and had no prior relationship with them. Surprisingly back in November I checked the pre approval tool on the website and Savor for “good” was offered. I accepted and got a starting limit of 4k. I love this card and have been running about 3-3.5k through it each month, paying the statement balance in full every month. I recently logged in this morning and saw that I had an offer for me, when I clicked on it, it stated that because of my great payment history, I was offered a quicksilver with 0% APR for the first 9 months. No SUB though. This offer did not state Quick Silver for “good” though. My credit has only improved since last November. It did state it was a Master card. Any way to know if this is the regular, or good? Or would it say it on the offer like my Savor did? I would like to add another card to my mix for rebuilding and the 1.5% cash back would be good for everything that the Savor doesn’t cover with the 3% but I don’t want to risk a hp on all 3 reports for a low limit possibly bucketed quick silver.

I may check the preapproval tool to see what pops up, but didn’t know if this targeted offer would be better.

Thanks!

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u/Tastraphy23 — 2 months ago

Funding new account

Hi, so I opened a new checking, and was going to fund it this afternoon. I was going to just ach from my current bank. I thought I read on here that it is better to push from old account into BofA instead of pulling? Something about potential fraud flags for one method over the other. Anyone have any insight on this?

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u/Tastraphy23 — 2 months ago

Checking account pending??

So, I'm trying to open a checking account with BofA. I made sure to unfreeze my chexsystems yesterday. My 3 credit reports are frozen. Didn't think I'd need to unfreeze any of these, as any pulls would be soft anyways. There should be nothing negative on Chex or EWS. Had the same bank account for the last 5 years. Lived at the same address for the last 11 years. Great credit, and zero instances of any over drafts, I barely use Zelle, and if I do it's every now and then for under $100. After submitting my application, it took like 3 minutes to process, and came back and said "pending" we'll email you with our decision"

Anyone else ever run in to this?

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u/Tastraphy23 — 2 months ago

Chexsystems?

Hi All,

I’m getting ready to open up checking with BOA, and wanted to know if I should unfreeze my Chexsysystems. I know that Chase doesn’t pull, so didn’t know if BOA did a combination of Chex EWS or something like that.

Thanks

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u/Tastraphy23 — 2 months ago

Any Proton Email users here?

Hi all, I’m contemplating changing accounts over to BofA. I’m also changing my email away from google to proton mail. I know that some other institutions do not allow a proton mail email address (including my current bank) does anyone here currently use a proton email domain?

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u/Tastraphy23 — 2 months ago

Protonmail Email?

Has anyone here successfully used their protonmail email address for their Fidelity account? I’m in the process of moving away from gmail for a more secure option. I know that some banking institutions do not let you use a protonmail domain for your account and just wanted to be proactive before going in and trying to make the switch. I didn’t want to trigger a security issue and end up having my account in jeopardy of being locked down.

Thanks!

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u/Tastraphy23 — 2 months ago

Am I missing something? @pm.me

Hi all. I recently joined Proton Mail and I’m in the process of changing all of my accounts over. I went with Proton Unlimited. I ran in to an issue with my bank when trying to change my email to my @protonmail email address, so I wanted to try the @pm.me one. All of the instructions on google are telling me to go to settings, identity and addresses tab, then click short domain. I can get to the identity and address section, but don’t see short domain anywhere on that screen. I’m thinking I’m just looking over it? Or it got moved recently?

Thanks!

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u/Tastraphy23 — 2 months ago
▲ 1 r/Chase

So, as the title says, I decided to go for the $900 Checking + Savings bonus. I just went online, filled everything out, and got that above message. Not sure what's going on. I looked at my Experian report, and don't see that any of my information is incorrect. The only thing I can think of is that I have all 3 of my reports frozen, as well as my Chexsystems. I didn't think Chase pulled Chexsystems, and not sure if having my EX frozen played a part in that? Any insight?

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u/Tastraphy23 — 2 months ago

Hi, so I have my main checking with Truist, and also a safe deposit box at my local branch. I’m looking to switch banks and have my direct deposit switched over. I would like to keep the checking open even with a small balance to be able to keep the safe deposit box. I’ve read that one of the ways to keep the $12 monthly fee from occurring is to have a Truist credit card, which I do. I have a secured card with them. Anyone have any experience in keeping a checking open with a small balance and no DD without the fee if you have a CC with them?

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u/Tastraphy23 — 2 months ago