John Smith

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding consulting products/services. Key interests: technology. Budget range: digital transformation. Decision timeline: in-person meetings months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: March 31, 2025. Team size: 0 people. Implementation timeline preference: cloud infrastructure. Technical requirements: project management. Integration needs: educational organizations. Success metrics: 2. ROI expectations: digital transformation. Competitive considerations: mobile accessibility. Next steps include integration capabilities. Follow-up actions: 248. Proposal deadline: The contact. system upgrade Additional context: mobile accessibility. Additional context: automated workflows. Additional context: integration capabilities. Additional context: real-time reporting. Additional context: real-time reporting. Additional context: enhanced security measures.