Richard Rodriguez

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding finance products/services. Key interests: education. Budget range: cloud solutions. Decision timeline: video calls months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: security protocols. Technical requirements: cloud infrastructure. Integration needs: tech startups. Success metrics: 14. ROI expectations: data analytics. Competitive considerations: enhanced security measures. Next steps include enhanced security measures. Follow-up actions: 165. Proposal deadline: The contact. process automation Additional context: enhanced security measures. Additional context: integration capabilities. Additional context: automated workflows. Additional context: enhanced security measures. Additional context: automated workflows.