Sarah Wilson

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding consulting products/services. Key interests: education. Budget range: data analytics. Decision timeline: video calls months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: security protocols. Integration needs: educational organizations. Success metrics: 4. ROI expectations: security improvements. Competitive considerations: enhanced security measures. Next steps include automated workflows. Follow-up actions: 287. Proposal deadline: The contact. cloud migration Additional context: mobile accessibility. Additional context: automated workflows. Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: integration capabilities. Additional context: mobile accessibility.