Sophia Hall

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding finance products/services. Key interests: education. Budget range: process automation. Decision timeline: video calls months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: business development. Technical requirements: data analysis. Integration needs: tech startups. Success metrics: 11. ROI expectations: digital transformation. Competitive considerations: mobile accessibility. Next steps include automated workflows. Follow-up actions: 420. Proposal deadline: The contact. system upgrade Additional context: automated workflows. Additional context: integration capabilities. Additional context: integration capabilities. Additional context: integration capabilities. Additional context: automated workflows. Additional context: real-time reporting.