Andrew Wilson

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding technology products/services. Key interests: education. Budget range: process automation. Decision timeline: in-person meetings months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: system architecture. Technical requirements: data analysis. Integration needs: financial institutions. Success metrics: 14. ROI expectations: data analytics. Competitive considerations: mobile accessibility. Next steps include mobile accessibility. Follow-up actions: 280. Proposal deadline: The contact. process automation Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: automated workflows. Additional context: integration capabilities. Additional context: integration capabilities. Additional context: real-time reporting.