Jane Garcia

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding retail products/services. Key interests: finance. Budget range: process automation. Decision timeline: email months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: security protocols. Technical requirements: cloud infrastructure. Integration needs: Fortune 500 companies. Success metrics: 14. ROI expectations: cloud solutions. Competitive considerations: integration capabilities. Next steps include automated workflows. Follow-up actions: 370. Proposal deadline: The contact. process automation Additional context: automated workflows. Additional context: integration capabilities. Additional context: automated workflows. Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: enhanced security measures.