John Martinez

Notes

Initial contact made on March 10, 2025. The contact is a finance professional working in the retail industry. During our conversation, they expressed particular interest in mobile applications. Their communication preference is email, and best time to reach them is end of business day. They were referred to us by a mutual connection. Follow-up scheduled for April 14, 2025. They has expertise in cloud infrastructure and business development. Previous experience includes working with financial institutions for 5 years. They are currently seeking information about process automation. Notable points from our discussion: real-time reporting. Additional requirements include integration capabilities. Their team size is approximately 338 people. The contact mentioned their organization is planning to security enhancement within the next 9 months. Areas of potential collaboration include security improvements and process automation. Additional follow-up may be required.