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Tier 02 — Unlock + Explore

Customer 360.

Search any customer. See every order, requirement, vendor, payment, and conversation — in one screen. Drawn together in real time from systems that don't talk to each other today.

Northwind Trading Co.

Platinum
San Francisco, CAm.chen@northwind.example.com+1 (415) 555-0142Customer since Apr 2018
EnterpriseMulti-yearExecutive sponsor: M. ChenRenewal 2027
$184,500
Lifetime spend
7
Orders
$26,357
Avg order
Next best actionhigh confidence· Tier 03 signal, derived from the lake

Pitch the 2027 renewal + demand-planning expansion now

Lifetime spend signals comfort with $40k+ engagements; the warehouse-analytics project ended with explicit 'supply-chain side' interest; M. Chen wants vendor consolidation. A demand-planning add-on bundled into the 2027 renewal fits all three signals. The renewal lens makes the expansion ask natural now — not in 2027.

Order history

7 orders · $147,300 booked · $20,622 margin

  1. Data & analytics · Oct 12, 2024 → Oct 11, 2025 · 2 units

    Warehouse analytics platform

    $48,200
    $6,748 margin
    Vendor · SnowflakeRep · Alex Park5 / 5

    Loved the rollout — already asking about a forecasting or demand-planning add-on for 2026. M. Chen specifically wants something that touches the supply-chain side, not just reporting.

  2. Professional services · Apr 2, 2023 → Aug 14, 2023 · 1 units

    ERP integration (Phase 2)

    $31,600
    $4,424 margin
    Vendor · NetSuiteRep · Alex Park5 / 5

    Finance migration. Lead consultant Hiroko was perfect — request her again for any return engagement.

  3. Software · Jun 4, 2022 → Jun 3, 2023 · 140 units

    Field-service mobile rollout

    $38,900
    $5,446 margin
    Vendor · ServiceNowRep · Alex Park5 / 5

    Anniversary account milestone. Exec team cited it as the win that justified the platform spend. Don't lose this thread for the 2027 renewal.

  4. Hardware · Feb 8, 2020 → May 22, 2020 · 2 units

    Disaster-recovery buildout

    $28,600
    $4,004 margin
    Vendor · DellRep · Alex Park4 / 5

    Loved the redundancy design. Failover drill was the highlight. Shipped just before the COVID supply crunch.

Account requirements

The things only humans remembered — until now.

Commercial terms
  • Payment terms
    Net-60, annual prepay preferred
  • Procurement
    Requires PO before work starts; no exceptions
Fulfillment & delivery
  • Rollout windows
    No deploys during Nov–Dec retail peak
  • Environments
    Staging sign-off required before production
Compliance & security
  • Security review
    Annual SOC 2 report + pen-test summary required
  • Data residency
    US-only; severe constraint on EU subprocessors
Relationship
  • Cadence
    Monthly steering call; quarterly business review
  • Escalation
    Slow to adopt; one champion drives all decisions

Recent communications

Across every channel, threaded.

  1. ✉ email · Alex ParkMay 14, 2026

    M. Chen asked about demand-planning add-on availability for Oct 2026. Replied with 3 scoping tiers.

  2. ☎ phone · Alex ParkApr 28, 2026

    Annual catch-up. The 2027 renewal is the big one — both 'open' on scope, want to consolidate vendors.

  3. ✉ email · Sam LiuFeb 11, 2026

    Forwarded a Gartner note on supply-chain analytics. M. Chen 'intrigued.'

  4. ✉ email · Alex ParkDec 1, 2025

    Year-end note sent. Reply: 'Already mapping out the 2026 roadmap.'

Every field on this screen lives in a different system today — Salesforce, QuickBooks, Mailchimp, Gmail, internal notes, spreadsheets. The lake unifies them in real time so this view is always current.

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