Matthew Johnson

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding retail products/services. Key interests: finance. Budget range: digital transformation. Decision timeline: video calls months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: March 31, 2025. Team size: 0 people. Implementation timeline preference: security protocols. Technical requirements: security protocols. Integration needs: financial institutions. Success metrics: 2. ROI expectations: cloud solutions. Competitive considerations: integration capabilities. Next steps include real-time reporting. Follow-up actions: 465. Proposal deadline: The contact. security enhancement Additional context: automated workflows. Additional context: enhanced security measures. Additional context: integration capabilities. Additional context: automated workflows. Additional context: automated workflows. Additional context: automated workflows.