Sarah Taylor

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding finance products/services. Key interests: manufacturing. Budget range: data analytics. Decision timeline: in-person meetings months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: security protocols. Technical requirements: system architecture. Integration needs: tech startups. Success metrics: 8. ROI expectations: cloud solutions. Competitive considerations: mobile accessibility. Next steps include automated workflows. Follow-up actions: 186. Proposal deadline: The contact. process automation Additional context: enhanced security measures. Additional context: mobile accessibility. Additional context: integration capabilities. Additional context: real-time reporting. Additional context: real-time reporting. Additional context: real-time reporting.