Amelia Harris

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding finance products/services. Key interests: education. Budget range: process automation. Decision timeline: phone months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: data analysis. Technical requirements: data analysis. Integration needs: financial institutions. Success metrics: 2. ROI expectations: mobile applications. Competitive considerations: integration capabilities. Next steps include mobile accessibility. Follow-up actions: 202. Proposal deadline: The contact. cloud migration Additional context: integration capabilities. Additional context: integration capabilities. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: real-time reporting.