Richard Taylor

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding technology products/services. Key interests: retail. Budget range: security improvements. Decision timeline: video calls months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: March 31, 2025. Team size: 0 people. Implementation timeline preference: security protocols. Technical requirements: system architecture. Integration needs: financial institutions. Success metrics: 3. ROI expectations: security improvements. Competitive considerations: enhanced security measures. Next steps include enhanced security measures. Follow-up actions: 97. Proposal deadline: The contact. system upgrade Additional context: integration capabilities. Additional context: real-time reporting. Additional context: enhanced security measures. Additional context: enhanced security measures. Additional context: mobile accessibility.