Sarah Thompson

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding finance products/services. Key interests: technology. Budget range: security improvements. Decision timeline: email months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: security protocols. Technical requirements: security protocols. Integration needs: tech startups. Success metrics: 13. ROI expectations: data analytics. Competitive considerations: enhanced security measures. Next steps include automated workflows. Follow-up actions: 226. Proposal deadline: The contact. system upgrade Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: real-time reporting. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: enhanced security measures.