Emily Garcia

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding finance products/services. Key interests: technology. Budget range: process automation. 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: data analysis. Technical requirements: data analysis. Integration needs: educational organizations. Success metrics: 6. ROI expectations: cloud solutions. Competitive considerations: enhanced security measures. Next steps include mobile accessibility. Follow-up actions: 199. Proposal deadline: The contact. cloud migration Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: automated workflows. Additional context: mobile accessibility.