James Lewis

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding technology products/services. Key interests: education. Budget range: cloud solutions. Decision timeline: email months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 7, 2025. Team size: 0 people. Implementation timeline preference: cloud infrastructure. Technical requirements: cloud infrastructure. Integration needs: educational organizations. Success metrics: 10. ROI expectations: process automation. Competitive considerations: mobile accessibility. Next steps include integration capabilities. Follow-up actions: 74. Proposal deadline: The contact. process automation Additional context: automated workflows. Additional context: mobile accessibility. Additional context: automated workflows. Additional context: enhanced security measures. Additional context: integration capabilities. Additional context: automated workflows.