Sophia Martinez

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding finance products/services. Key interests: consulting. Budget range: mobile applications. Decision timeline: email months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: March 31, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: project management. Integration needs: educational organizations. Success metrics: 10. ROI expectations: mobile applications. Competitive considerations: mobile accessibility. Next steps include integration capabilities. Follow-up actions: 73. Proposal deadline: The contact. security enhancement Additional context: automated workflows. Additional context: automated workflows. Additional context: automated workflows. Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: real-time reporting.