William Taylor

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding finance products/services. Key interests: education. Budget range: security improvements. Decision timeline: email months. Current vendor: end of business day. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: cloud infrastructure. Technical requirements: system architecture. Integration needs: tech startups. Success metrics: 7. ROI expectations: cloud solutions. Competitive considerations: automated workflows. Next steps include mobile accessibility. Follow-up actions: 327. Proposal deadline: The contact. system upgrade Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: real-time reporting. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: mobile accessibility.