Christopher Jones

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding consulting products/services. Key interests: finance. Budget range: digital transformation. Decision timeline: in-person meetings months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: system architecture. Integration needs: financial institutions. Success metrics: 2. ROI expectations: data analytics. Competitive considerations: automated workflows. Next steps include automated workflows. Follow-up actions: 418. Proposal deadline: The contact. cloud migration Additional context: real-time reporting. Additional context: real-time reporting. Additional context: enhanced security measures. Additional context: mobile accessibility. Additional context: enhanced security measures.