Lisa Williams

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding finance products/services. Key interests: education. Budget range: data analytics. Decision timeline: in-person meetings months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: business development. Technical requirements: cloud infrastructure. Integration needs: tech startups. Success metrics: 4. ROI expectations: mobile applications. Competitive considerations: mobile accessibility. Next steps include real-time reporting. Follow-up actions: 235. Proposal deadline: The contact. process automation Additional context: mobile accessibility. Additional context: real-time reporting. Additional context: mobile accessibility. Additional context: integration capabilities. Additional context: enhanced security measures. Additional context: mobile accessibility.