Pinecrest Credit Union

Gate result

Pinecrest Credit Union stays in Commit. Conversation evidence is fresh, the named economic buyer appears on a call, and the MEDDICC score clears the floor.

Evidence freshness

Last meaningful external call was 7 days ago. Commit requires a meaningful external call within 14 days. 0 short call(s) were ignored.

• Call call-pinecrest-2 — Credit committee prep (Aug 27 2026)

Economic buyer on a call

Clare Nguyen is named in CRM and appears on a call as Clare Nguyen.

• Call call-pinecrest-1 — Clare Nguyen on call-pinecrest-1

MEDDICC completeness

Score 87.5 / 100 from 7 of 8 points. 6 field(s) corroborated on a call (1.0 each), 2 CRM-only (0.5 each), 0 absent (0).

• Metrics: call — Exam-ready QA on 100% of collections calls
• Economic buyer: call — Clare Nguyen, CFO
• Decision criteria: call — NCUA exam trail, on-prem option, price
• Decision process: call — CFO + Chief Lending; credit committee 21 Sep
• Paper process: crm — Vendor risk packet submitted
• Identified pain: call — Last exam flagged 9% sampling as insufficient
• Champion: call — Hector Ruiz, VP Lending Ops
• Competition: crm — HaloQA

Multi-threading

3 distinct external participant(s) (seniority-weighted score 7.5): Clare Nguyen, Hector Ruiz, Nina Brooks.

• Call call-pinecrest-1 — Clare Nguyen (c-level) on call-pinecrest-1, call-pinecrest-2
• Call call-pinecrest-1 — Hector Ruiz (vp) on call-pinecrest-1, call-pinecrest-2
• Call call-pinecrest-2 — Nina Brooks (director) on call-pinecrest-2