Emily Wilson

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding education products/services. Key interests: manufacturing. Budget range: digital transformation. Decision timeline: email months. Current vendor: end of business day. Pain points with existing solution: a mutual connection. Required features: March 31, 2025. Team size: 0 people. Implementation timeline preference: cloud infrastructure. Technical requirements: project management. Integration needs: financial institutions. Success metrics: 10. ROI expectations: mobile applications. Competitive considerations: real-time reporting. Next steps include automated workflows. Follow-up actions: 123. Proposal deadline: The contact. system upgrade Additional context: real-time reporting. Additional context: real-time reporting. Additional context: mobile accessibility. Additional context: real-time reporting. Additional context: real-time reporting. Additional context: real-time reporting.