Daniel Clark

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding consulting products/services. Key interests: retail. Budget range: data analytics. Decision timeline: phone 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: cloud infrastructure. Technical requirements: system architecture. Integration needs: financial institutions. Success metrics: 10. ROI expectations: cloud solutions. Competitive considerations: mobile accessibility. Next steps include enhanced security measures. Follow-up actions: 456. Proposal deadline: The contact. cloud migration Additional context: real-time reporting. Additional context: mobile accessibility. Additional context: enhanced security measures. Additional context: automated workflows. Additional context: enhanced security measures.