Abigail Davis

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding finance products/services. Key interests: manufacturing. Budget range: data analytics. Decision timeline: phone 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: business development. Technical requirements: project management. Integration needs: educational organizations. Success metrics: 6. ROI expectations: mobile applications. Competitive considerations: enhanced security measures. Next steps include integration capabilities. Follow-up actions: 66. Proposal deadline: The contact. security enhancement Additional context: integration capabilities. Additional context: enhanced security measures. Additional context: automated workflows. Additional context: real-time reporting. Additional context: real-time reporting.