Richard Davis

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding finance products/services. Key interests: finance. Budget range: process automation. Decision timeline: video calls 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: data analysis. Technical requirements: business development. Integration needs: Fortune 500 companies. Success metrics: 2. ROI expectations: data analytics. Competitive considerations: mobile accessibility. Next steps include mobile accessibility. Follow-up actions: 28. Proposal deadline: The contact. process automation Additional context: real-time reporting. Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: real-time reporting. Additional context: enhanced security measures.