David Young

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding finance products/services. Key interests: manufacturing. Budget range: digital transformation. Decision timeline: email months. Current vendor: end of business day. 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: tech startups. Success metrics: 8. ROI expectations: mobile applications. Competitive considerations: real-time reporting. Next steps include real-time reporting. Follow-up actions: 323. Proposal deadline: The contact. security enhancement Additional context: automated workflows. Additional context: automated workflows. Additional context: automated workflows. Additional context: enhanced security measures. Additional context: enhanced security measures.