John Moore

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding finance products/services. Key interests: finance. Budget range: digital transformation. 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: project management. Integration needs: educational organizations. Success metrics: 14. ROI expectations: digital transformation. Competitive considerations: enhanced security measures. Next steps include real-time reporting. Follow-up actions: 420. Proposal deadline: The contact. security enhancement Additional context: enhanced security measures. Additional context: integration capabilities. Additional context: real-time reporting. Additional context: real-time reporting. Additional context: integration capabilities.