Michael Rodriguez

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding consulting products/services. Key interests: technology. Budget range: security improvements. Decision timeline: in-person meetings months. Current vendor: end of business day. Pain points with existing solution: a mutual connection. Required features: April 7, 2025. Team size: 0 people. Implementation timeline preference: system architecture. Technical requirements: cloud infrastructure. Integration needs: educational organizations. Success metrics: 11. ROI expectations: security improvements. Competitive considerations: integration capabilities. Next steps include mobile accessibility. Follow-up actions: 409. Proposal deadline: The contact. cloud migration Additional context: real-time reporting. Additional context: automated workflows. Additional context: integration capabilities. Additional context: enhanced security measures. Additional context: mobile accessibility.