Jane Jones

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding finance products/services. Key interests: retail. Budget range: mobile applications. Decision timeline: email months. Current vendor: end of business day. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: cloud infrastructure. Technical requirements: system architecture. Integration needs: healthcare providers. Success metrics: 2. ROI expectations: process automation. Competitive considerations: mobile accessibility. Next steps include mobile accessibility. Follow-up actions: 234. Proposal deadline: The contact. cloud migration Additional context: real-time reporting. Additional context: real-time reporting. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: automated workflows. Additional context: automated workflows.