Evelyn King

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding finance products/services. Key interests: education. Budget range: process automation. Decision timeline: phone 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: cloud infrastructure. Technical requirements: project management. Integration needs: educational organizations. Success metrics: 5. ROI expectations: process automation. Competitive considerations: automated workflows. Next steps include integration capabilities. Follow-up actions: 186. Proposal deadline: The contact. system upgrade Additional context: integration capabilities. Additional context: automated workflows. Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: automated workflows. Additional context: integration capabilities.