Charlotte Thompson

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding retail products/services. Key interests: education. Budget range: cloud solutions. Decision timeline: video calls months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: March 31, 2025. Team size: 0 people. Implementation timeline preference: security protocols. Technical requirements: business development. Integration needs: educational organizations. Success metrics: 12. ROI expectations: digital transformation. Competitive considerations: automated workflows. Next steps include enhanced security measures. Follow-up actions: 436. Proposal deadline: The contact. process automation Additional context: real-time reporting. Additional context: automated workflows. Additional context: integration capabilities. Additional context: integration capabilities. Additional context: integration capabilities. Additional context: mobile accessibility.