Sarah Williams

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding finance products/services. Key interests: retail. Budget range: security improvements. Decision timeline: phone 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: project management. Technical requirements: data analysis. Integration needs: Fortune 500 companies. Success metrics: 7. ROI expectations: mobile applications. Competitive considerations: integration capabilities. Next steps include mobile accessibility. Follow-up actions: 265. Proposal deadline: The contact. process automation Additional context: mobile accessibility. Additional context: real-time reporting. Additional context: real-time reporting. Additional context: mobile accessibility. Additional context: enhanced security measures.