David Harris

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding retail products/services. Key interests: retail. Budget range: process automation. Decision timeline: phone months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: security protocols. Technical requirements: security protocols. Integration needs: educational organizations. Success metrics: 7. ROI expectations: digital transformation. Competitive considerations: enhanced security measures. Next steps include enhanced security measures. Follow-up actions: 195. Proposal deadline: The contact. cloud migration Additional context: integration capabilities. Additional context: integration capabilities. Additional context: automated workflows. Additional context: enhanced security measures. Additional context: mobile accessibility.