Charlotte Wilson

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding retail products/services. Key interests: education. Budget range: mobile applications. Decision timeline: in-person meetings months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: data analysis. Technical requirements: cloud infrastructure. Integration needs: educational organizations. Success metrics: 9. ROI expectations: cloud solutions. Competitive considerations: automated workflows. Next steps include mobile accessibility. Follow-up actions: 320. Proposal deadline: The contact. process automation Additional context: integration capabilities. Additional context: enhanced security measures. Additional context: mobile accessibility. Additional context: enhanced security measures. Additional context: mobile accessibility.