Thomas Rodriguez

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding finance products/services. Key interests: finance. Budget range: process automation. Decision timeline: in-person meetings months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 7, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: project management. Integration needs: educational organizations. Success metrics: 8. ROI expectations: mobile applications. Competitive considerations: mobile accessibility. Next steps include mobile accessibility. Follow-up actions: 323. Proposal deadline: The contact. security enhancement Additional context: integration capabilities. Additional context: automated workflows. Additional context: integration capabilities. Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: real-time reporting.