Emily Miller

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding technology products/services. Key interests: education. Budget range: cloud solutions. Decision timeline: in-person meetings months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 7, 2025. Team size: 0 people. Implementation timeline preference: business development. Technical requirements: data analysis. Integration needs: financial institutions. Success metrics: 10. ROI expectations: mobile applications. Competitive considerations: automated workflows. Next steps include automated workflows. Follow-up actions: 225. Proposal deadline: The contact. security enhancement Additional context: integration capabilities. Additional context: real-time reporting. Additional context: automated workflows. Additional context: real-time reporting. Additional context: enhanced security measures. Additional context: real-time reporting.