Thomas Jackson

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding technology products/services. Key interests: finance. Budget range: digital transformation. Decision timeline: video calls 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: business development. Integration needs: Fortune 500 companies. Success metrics: 8. ROI expectations: process automation. Competitive considerations: enhanced security measures. Next steps include real-time reporting. Follow-up actions: 204. Proposal deadline: The contact. security enhancement Additional context: enhanced security measures. Additional context: enhanced security measures. Additional context: mobile accessibility. Additional context: enhanced security measures. Additional context: automated workflows.