Ava Smith

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding finance products/services. Key interests: finance. Budget range: data analytics. Decision timeline: email months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: March 31, 2025. Team size: 0 people. Implementation timeline preference: security protocols. Technical requirements: cloud infrastructure. Integration needs: tech startups. Success metrics: 3. ROI expectations: cloud solutions. Competitive considerations: mobile accessibility. Next steps include enhanced security measures. Follow-up actions: 159. Proposal deadline: The contact. security enhancement Additional context: enhanced security measures. Additional context: mobile accessibility. Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: mobile accessibility.