Olivia Lee

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding consulting products/services. Key interests: technology. Budget range: data analytics. Decision timeline: phone months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: March 31, 2025. Team size: 0 people. Implementation timeline preference: business development. Technical requirements: project management. Integration needs: financial institutions. Success metrics: 3. ROI expectations: data analytics. Competitive considerations: enhanced security measures. Next steps include enhanced security measures. Follow-up actions: 296. Proposal deadline: The contact. system upgrade Additional context: mobile accessibility. Additional context: real-time reporting. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: real-time reporting. Additional context: automated workflows.