Harper Brown

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding finance products/services. Key interests: consulting. Budget range: digital transformation. Decision timeline: in-person meetings months. Current vendor: end of business day. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: system architecture. Technical requirements: project management. Integration needs: educational organizations. Success metrics: 6. ROI expectations: digital transformation. Competitive considerations: automated workflows. Next steps include automated workflows. Follow-up actions: 267. Proposal deadline: The contact. process automation Additional context: automated workflows. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: integration capabilities.