Michael White

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding retail products/services. Key interests: technology. Budget range: data analytics. Decision timeline: email months. Current vendor: end of business day. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: security protocols. Technical requirements: business development. Integration needs: financial institutions. Success metrics: 2. ROI expectations: security improvements. Competitive considerations: automated workflows. Next steps include enhanced security measures. Follow-up actions: 28. Proposal deadline: The contact. system upgrade Additional context: enhanced security measures. Additional context: automated workflows. Additional context: real-time reporting. Additional context: automated workflows. Additional context: mobile accessibility.