Jane White

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding education products/services. Key interests: education. Budget range: data analytics. Decision timeline: email months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: cloud infrastructure. Integration needs: financial institutions. Success metrics: 4. ROI expectations: data analytics. Competitive considerations: enhanced security measures. Next steps include enhanced security measures. Follow-up actions: 325. Proposal deadline: The contact. system upgrade Additional context: integration capabilities. Additional context: integration capabilities. Additional context: integration capabilities. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: automated workflows.