Emily Thomas

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding retail products/services. Key interests: retail. Budget range: cloud solutions. Decision timeline: phone months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: cloud infrastructure. Technical requirements: system architecture. Integration needs: Fortune 500 companies. Success metrics: 6. ROI expectations: data analytics. Competitive considerations: enhanced security measures. Next steps include automated workflows. Follow-up actions: 54. Proposal deadline: The contact. system upgrade Additional context: integration capabilities. Additional context: automated workflows. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: integration capabilities.