Andrew Lewis

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding finance products/services. Key interests: retail. Budget range: process automation. Decision timeline: video calls months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: project management. Integration needs: financial institutions. Success metrics: 13. ROI expectations: data analytics. Competitive considerations: integration capabilities. Next steps include enhanced security measures. Follow-up actions: 95. Proposal deadline: The contact. process automation Additional context: enhanced security measures. Additional context: enhanced security measures. Additional context: enhanced security measures. Additional context: automated workflows. Additional context: enhanced security measures.