Account Details - CRM System

🔍

🔔 3

✉️ 5

❓

AD

Admin User Administrator

▼

Status

Active

Contacts

0

Active Deals

0

Recent Activities

0

Financial Overview

Data through March (3 months of data)

Sales Tier

Tier 5

Monthly Runrate

$2,131

Runrate (2 components)

Actual YTD

$6,394

Runrate YTD

$6,392

(3 months)

YTD Performance +$2 vs runrate target

Customer Success Account Manager

Suzanne Winters-Merante

Achievement: 100.0%

Monthly Performance

Month	Runrate	Actual	Variance	Achievement
Jan	$2,131	$2,108	$-22	99%
Feb	$2,131	$2,108	$-22	99%
Mar	$2,131	$2,178	+$47	102%
Apr (no data)	$2,131	—	—	—
May (no data)	$2,131	—	—	—
Jun (no data)	$2,131	—	—	—
Jul (no data)	$2,131	—	—	—
Aug (no data)	$2,131	—	—	—
Sep (no data)	$2,131	—	—	—
Oct (no data)	$2,131	—	—	—
Nov (no data)	$2,131	—	—	—
Dec (no data)	$2,131	—	—	—
YTD Totals	$25,568	$6,394	+$2	25%

Account Details

Account Number

1-54RN8P9

CRD/DST

CTGRUPZ

Primary Contact

Joe Piliero

Domain

point5.co point5.net

Folder

Point5 Managed Services LLC

AKA / Alternate Name

—

Address

75 Island Ave
Madison, CT, -

Contacts (0)

No contacts yet

Add First Contact

Recent Activities

No activities yet

Log First Activity

Deals (0)

No deals yet

Create First Deal

View Conversation History