Emma Rodriguez

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding retail products/services. Key interests: finance. Budget range: data analytics. Decision timeline: in-person meetings months. Current vendor: end of business day. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: data analysis. Integration needs: Fortune 500 companies. Success metrics: 5. ROI expectations: security improvements. Competitive considerations: integration capabilities. Next steps include automated workflows. Follow-up actions: 365. Proposal deadline: The contact. cloud migration Additional context: real-time reporting. Additional context: automated workflows. Additional context: automated workflows. Additional context: integration capabilities. Additional context: automated workflows.