Matthew Harris

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding technology products/services. Key interests: education. Budget range: security improvements. 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: financial institutions. Success metrics: 9. ROI expectations: process automation. Competitive considerations: integration capabilities. Next steps include mobile accessibility. Follow-up actions: 201. Proposal deadline: The contact. process automation Additional context: mobile accessibility. Additional context: integration capabilities. Additional context: enhanced security measures. Additional context: integration capabilities. Additional context: mobile accessibility.