Mia Jones

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding finance products/services. Key interests: technology. Budget range: process automation. Decision timeline: video calls 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: business development. Integration needs: educational organizations. Success metrics: 5. ROI expectations: digital transformation. Competitive considerations: mobile accessibility. Next steps include real-time reporting. Follow-up actions: 473. Proposal deadline: The contact. process automation Additional context: real-time reporting. Additional context: enhanced security measures. Additional context: automated workflows. Additional context: enhanced security measures. Additional context: automated workflows.