James Jones

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding finance products/services. Key interests: consulting. Budget range: process automation. Decision timeline: phone months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: business development. Technical requirements: cloud infrastructure. Integration needs: educational organizations. Success metrics: 12. ROI expectations: security improvements. Competitive considerations: enhanced security measures. Next steps include integration capabilities. Follow-up actions: 471. Proposal deadline: The contact. system upgrade Additional context: mobile accessibility. Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: enhanced security measures. Additional context: real-time reporting.