Jane Garcia

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding finance products/services. Key interests: education. Budget range: cloud solutions. Decision timeline: email months. Current vendor: afternoon sessions. 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: tech startups. Success metrics: 7. ROI expectations: security improvements. Competitive considerations: enhanced security measures. Next steps include enhanced security measures. Follow-up actions: 19. Proposal deadline: The contact. process automation Additional context: integration capabilities. Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: mobile accessibility.