Daniel Lewis

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding retail products/services. Key interests: retail. Budget range: digital transformation. Decision timeline: in-person meetings months. Current vendor: end of business day. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: data analysis. Technical requirements: cloud infrastructure. Integration needs: Fortune 500 companies. Success metrics: 15. ROI expectations: security improvements. Competitive considerations: enhanced security measures. Next steps include enhanced security measures. Follow-up actions: 221. Proposal deadline: The contact. security enhancement Additional context: integration capabilities. Additional context: automated workflows. Additional context: integration capabilities. Additional context: automated workflows. Additional context: real-time reporting.