Thomas Martin

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding finance products/services. Key interests: manufacturing. Budget range: cloud solutions. Decision timeline: email 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: project management. Technical requirements: system architecture. Integration needs: Fortune 500 companies. Success metrics: 6. ROI expectations: digital transformation. Competitive considerations: integration capabilities. Next steps include mobile accessibility. Follow-up actions: 23. Proposal deadline: The contact. system upgrade Additional context: integration capabilities. Additional context: enhanced security measures. Additional context: integration capabilities. Additional context: automated workflows. Additional context: automated workflows. Additional context: enhanced security measures.