James Brown

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding finance products/services. Key interests: education. Budget range: data analytics. Decision timeline: in-person meetings months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: March 31, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: system architecture. Integration needs: Fortune 500 companies. Success metrics: 6. ROI expectations: data analytics. Competitive considerations: mobile accessibility. Next steps include integration capabilities. Follow-up actions: 198. Proposal deadline: The contact. system upgrade Additional context: enhanced security measures. Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: integration capabilities. Additional context: automated workflows. Additional context: enhanced security measures.