Ava Davis

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding finance products/services. Key interests: technology. Budget range: cloud solutions. Decision timeline: video calls months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 7, 2025. Team size: 0 people. Implementation timeline preference: data analysis. Technical requirements: cloud infrastructure. Integration needs: educational organizations. Success metrics: 13. ROI expectations: process automation. Competitive considerations: integration capabilities. Next steps include mobile accessibility. Follow-up actions: 189. Proposal deadline: The contact. system upgrade Additional context: real-time reporting. Additional context: enhanced security measures. Additional context: automated workflows. Additional context: automated workflows. Additional context: integration capabilities. Additional context: integration capabilities.