James Jackson

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding technology products/services. Key interests: finance. Budget range: security improvements. Decision timeline: in-person meetings months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: data analysis. Technical requirements: system architecture. Integration needs: Fortune 500 companies. Success metrics: 15. ROI expectations: digital transformation. Competitive considerations: integration capabilities. Next steps include mobile accessibility. Follow-up actions: 368. Proposal deadline: The contact. security enhancement Additional context: mobile accessibility. Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: automated workflows. Additional context: integration capabilities. Additional context: mobile accessibility.