Emma Taylor

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding retail products/services. Key interests: finance. Budget range: data analytics. Decision timeline: video calls months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: cloud infrastructure. Technical requirements: cloud infrastructure. Integration needs: financial institutions. Success metrics: 8. ROI expectations: security improvements. Competitive considerations: automated workflows. Next steps include automated workflows. Follow-up actions: 55. Proposal deadline: The contact. cloud migration Additional context: enhanced security measures. Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: real-time reporting.