Sophia Jones

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding finance products/services. Key interests: manufacturing. Budget range: digital transformation. Decision timeline: in-person meetings months. Current vendor: early morning. 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: tech startups. Success metrics: 8. ROI expectations: security improvements. Competitive considerations: mobile accessibility. Next steps include automated workflows. Follow-up actions: 193. Proposal deadline: The contact. security enhancement Additional context: automated workflows. Additional context: mobile accessibility. Additional context: enhanced security measures. Additional context: integration capabilities. Additional context: real-time reporting. Additional context: integration capabilities.