Isabella Harris

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding consulting products/services. Key interests: finance. Budget range: cloud solutions. Decision timeline: in-person meetings 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: security protocols. Technical requirements: cloud infrastructure. Integration needs: educational organizations. Success metrics: 7. ROI expectations: digital transformation. Competitive considerations: integration capabilities. Next steps include mobile accessibility. Follow-up actions: 498. Proposal deadline: The contact. system upgrade Additional context: real-time reporting. Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: automated workflows. Additional context: automated workflows. Additional context: automated workflows.