RESONATE MSP/CRM & SALES

Sales & CRM

90%+ AI lead accuracy · 34%+ close rate · 5-min quote gen · 3x faster sales cycle · Mar 17, 2026

RZ AI SCORINGmodels refreshed 12m ago

Pipeline Value

$8.76M

164 active opportunities

Weighted Pipeline

$796K

probability-adjusted

MTD Closed Won

$720K

6 deals · Mar 2026

Avg Close Rate

34.2%

vs 28% industry avg

Avg Quote Time

5 min

vs 2 hrs manual

Pipeline Funnel

164 opportunities · $8.76M total value

Prospect

84 deals$3.24M

49% conv

Qualified

41 deals$2.18M

54% conv

Proposal

22 deals$1.64M

50% conv

Negotiation

11 deals$980K

55% conv

Closed Won

6 deals$720K

Active Deals

7 deals · $1.42M total value

Company / Contact	Stage	Value	Prob	AI Score	Last Activity	Next Action
Helion Energy Jenna Park · CTO	NEGOTIATION	$284K	82%	AI94●	2h ago	Contract redline review
Redwood Analytics Carlos Muñoz · VP IT	PROPOSAL	$156K	65%	AI87●	1d ago	Follow up on SOW questions
Luminary Biotech Fatima Al-Hassan · Director IT	PROPOSAL	$99K	58%	AI79◐	3d ago	Schedule security assessment call
Silvergate Wealth Mgmt Tom Bridwell · COO	QUALIFIED	$220K	45%	AI83●	2d ago	Send compliance framework deck
Orbital Defense Systems Maj. Dana Krebs (ret.) · CISO	QUALIFIED	$415K	38%	AI91●	4d ago	CMMC gap analysis presentation
Coastal Credit Union Brenda Holloway · SVP Operations	NEGOTIATION	$178K	75%	AI88●	6h ago	Pricing finalization call
Zenith Manufacturing Igor Petrov · Plant IT Manager	PROSPECT	$67K	22%	AI61○	8d ago	Discovery call — schedule

AI Lead Scoring

90%+ ACCURACY

Helion Energy

97% conf

Jenna Park · CTO

Recent Series CLinkedIn hiring 12 IT roles

Clean EnergyEst. $284K/yr

Orbital Defense Systems

93% conf

Maj. Dana Krebs (ret.) · CISO

CMMC Level 2 mandateGov contract expansion

DefenseEst. $415K/yr

Silvergate Wealth Mgmt

89% conf

Tom Bridwell · COO

SEC cybersecurity rule deadlineGrowing AUM > $2B

FinanceEst. $220K/yr

Coastal Credit Union

91% conf

Brenda Holloway · SVP Operations

NCUA exam failed IT controlsMerger activity

BankingEst. $178K/yr

Redwood Analytics

88% conf

Carlos Muñoz · VP IT

SOC 2 Type II requirementAWS migration underway

SaaS / DataEst. $156K/yr

CPQ — Quick Quote Generator

Configure services and generate formatted quote in under 5 minutes

RZ CPQ5-min quotes

Client

User Count

Services to Include

Commission Tracker

MTD · Mar 2026

AT

Alicia Thornton

Account Executive

$14,736

earned MTD

Quota Progress92%

$184Kquota: $200K

deals

41%

close rate

JO

James Osei

Senior AE

$19,824

earned MTD

Quota Progress99%

$248Kquota: $250K

deals

38%

close rate

MC

Mei-Ling Cho

Account Executive

$8,992

earned MTD

Quota Progress64%

$112Kquota: $175K

deals

29%

close rate

RD

Rafael Dominguez

Enterprise AE

$25,680

earned MTD

Quota Progress100%

$321Kquota: $300K

deals

45%

close rate

TEAM MTD COMMISSION$69,232

on $865,400 revenue · 94% of combined quota