Charlotte Martinez

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding education products/services. Key interests: technology. Budget range: process automation. Decision timeline: video calls months. Current vendor: end of business day. Pain points with existing solution: a mutual connection. Required features: April 7, 2025. Team size: 0 people. Implementation timeline preference: data analysis. Technical requirements: security protocols. Integration needs: educational organizations. Success metrics: 4. ROI expectations: cloud solutions. Competitive considerations: enhanced security measures. Next steps include enhanced security measures. Follow-up actions: 48. Proposal deadline: The contact. system upgrade Additional context: integration capabilities. Additional context: automated workflows. Additional context: real-time reporting. Additional context: enhanced security measures. Additional context: mobile accessibility.