Joshua Rodriguez

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding technology products/services. Key interests: finance. Budget range: data analytics. Decision timeline: in-person meetings months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: system architecture. Technical requirements: business development. Integration needs: Fortune 500 companies. Success metrics: 12. ROI expectations: security improvements. Competitive considerations: real-time reporting. Next steps include enhanced security measures. Follow-up actions: 392. Proposal deadline: The contact. security enhancement Additional context: automated workflows. Additional context: real-time reporting. Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: automated workflows.