Michael Miller

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding retail products/services. Key interests: consulting. Budget range: process automation. Decision timeline: phone 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: cloud infrastructure. Technical requirements: data analysis. Integration needs: financial institutions. Success metrics: 14. ROI expectations: process automation. Competitive considerations: integration capabilities. Next steps include enhanced security measures. Follow-up actions: 151. Proposal deadline: The contact. system upgrade Additional context: enhanced security measures. Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: real-time reporting. Additional context: automated workflows.