James White

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding consulting products/services. Key interests: consulting. Budget range: process automation. Decision timeline: phone months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: March 31, 2025. Team size: 0 people. Implementation timeline preference: data analysis. Technical requirements: cloud infrastructure. Integration needs: educational organizations. Success metrics: 6. ROI expectations: data analytics. Competitive considerations: integration capabilities. Next steps include integration capabilities. Follow-up actions: 482. Proposal deadline: The contact. cloud migration Additional context: real-time reporting. Additional context: integration capabilities. Additional context: enhanced security measures. Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: automated workflows.