Jane Wilson

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding education products/services. Key interests: technology. Budget range: digital transformation. Decision timeline: in-person meetings months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: data analysis. Technical requirements: project management. Integration needs: Fortune 500 companies. Success metrics: 7. ROI expectations: data analytics. Competitive considerations: automated workflows. Next steps include mobile accessibility. Follow-up actions: 405. Proposal deadline: The contact. process automation Additional context: enhanced security measures. Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: automated workflows. Additional context: mobile accessibility. Additional context: mobile accessibility.