Olivia Lewis

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding technology products/services. Key interests: retail. Budget range: security improvements. Decision timeline: phone months. Current vendor: end of business day. 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: educational organizations. Success metrics: 2. ROI expectations: digital transformation. Competitive considerations: automated workflows. Next steps include automated workflows. Follow-up actions: 18. Proposal deadline: The contact. system upgrade Additional context: automated workflows. Additional context: automated workflows. Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: integration capabilities.