Heidi Krueger
Person
Sandusky Bay Mutual Insurance · champion
Heidi Krueger is the CRM champion at Sandusky Bay Mutual Insurance and the only customer voice on the 10 Sep 2026 demo. She hesitated on the 155000 Enterprise price in July, then said she is pretty convinced. No order form is signed.
Who they are
Insight
As at Fri 9 Oct 2026Heidi Krueger is the CRM champion at Sandusky Bay Mutual Insurance and the only customer voice on the 10 Sep 2026 demo. She hesitated on the 155000 Enterprise price in July, then said she is pretty convinced. No order form is signed.
Role: VP Agency Relations in Milwaukee, marked champion in the CRM. She took part in the 27 Jul 2026 discovery call and the 10 Sep 2026 demo. The record shows three calls, no email threads, no tickets and one deal.
Influence: she led the customer side on both calls, asked about freshness, dashboards, extra data sources and security, and claimed support time could be cut in half. The calls read as decision-maker voice, but the evidence does not show who else must approve.
Watch: she needed to think about the 155000 first-year price in July. A proposal is an open item, not contracted paper. Randall Schmitt joined discovery only. Build the value case on her halving claim.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Sandusky Bay Mutual Insurance | VP Agency Relations | champion | heidi.krueger@sanduskybay.example |
Activity
- Upcoming
- 13 Oct 2026upcoming callSandusky Bay Mutual Insurance / BG-Demo – Proposal
- Held
- 10 Sep 2026callSandusky Bay Mutual Insurance / BG-Demo – Demo
- 27 Jul 2026callSandusky Bay Mutual Insurance / BG-Demo – Discovery
- 11 Jun 2026dealSandusky Bay Mutual Insurance – New