Emily Rodriguez

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding retail products/services. Key interests: finance. Budget range: mobile applications. Decision timeline: email months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: data analysis. Technical requirements: cloud infrastructure. Integration needs: educational organizations. Success metrics: 2. ROI expectations: cloud solutions. Competitive considerations: mobile accessibility. Next steps include mobile accessibility. Follow-up actions: 255. Proposal deadline: The contact. security enhancement Additional context: real-time reporting. Additional context: integration capabilities. Additional context: automated workflows. Additional context: automated workflows. Additional context: enhanced security measures. Additional context: real-time reporting.