Olivia Rodriguez

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding technology products/services. Key interests: technology. Budget range: process automation. Decision timeline: video calls months. Current vendor: end of business day. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: data analysis. Technical requirements: data analysis. Integration needs: financial institutions. Success metrics: 2. ROI expectations: mobile applications. Competitive considerations: automated workflows. Next steps include real-time reporting. Follow-up actions: 398. Proposal deadline: The contact. system upgrade Additional context: real-time reporting. Additional context: enhanced security measures. Additional context: automated workflows. Additional context: automated workflows. Additional context: real-time reporting.