Charlotte Robinson

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding consulting products/services. Key interests: technology. Budget range: process automation. Decision timeline: in-person meetings months. Current vendor: end of business day. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: cloud infrastructure. Technical requirements: data analysis. Integration needs: tech startups. Success metrics: 4. ROI expectations: data analytics. Competitive considerations: integration capabilities. Next steps include mobile accessibility. Follow-up actions: 225. Proposal deadline: The contact. process automation Additional context: automated workflows. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: automated workflows. Additional context: mobile accessibility.