Emma Williams

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding education products/services. Key interests: finance. Budget range: mobile applications. Decision timeline: phone months. Current vendor: end of business day. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: business development. Technical requirements: business development. Integration needs: educational organizations. Success metrics: 6. ROI expectations: security improvements. Competitive considerations: mobile accessibility. Next steps include enhanced security measures. Follow-up actions: 245. Proposal deadline: The contact. system upgrade Additional context: automated workflows. Additional context: integration capabilities. Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: real-time reporting.