Olivia Lee

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding retail products/services. Key interests: manufacturing. Budget range: data analytics. Decision timeline: email months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 7, 2025. Team size: 0 people. Implementation timeline preference: cloud infrastructure. Technical requirements: data analysis. Integration needs: Fortune 500 companies. Success metrics: 2. ROI expectations: data analytics. Competitive considerations: mobile accessibility. Next steps include integration capabilities. Follow-up actions: 362. Proposal deadline: The contact. system upgrade Additional context: automated workflows. Additional context: real-time reporting. Additional context: real-time reporting. Additional context: automated workflows. Additional context: automated workflows. Additional context: real-time reporting.