William Lee

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding retail products/services. Key interests: education. Budget range: mobile applications. Decision timeline: in-person meetings months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: March 31, 2025. Team size: 0 people. Implementation timeline preference: cloud infrastructure. Technical requirements: data analysis. Integration needs: tech startups. Success metrics: 9. ROI expectations: data analytics. Competitive considerations: automated workflows. Next steps include real-time reporting. Follow-up actions: 264. Proposal deadline: The contact. system upgrade Additional context: enhanced security measures. Additional context: automated workflows. Additional context: integration capabilities. Additional context: real-time reporting. Additional context: enhanced security measures.