Evelyn Rodriguez

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding education products/services. Key interests: healthcare. Budget range: process automation. Decision timeline: in-person meetings months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: March 31, 2025. Team size: 0 people. Implementation timeline preference: business development. Technical requirements: data analysis. Integration needs: financial institutions. Success metrics: 2. ROI expectations: digital transformation. Competitive considerations: automated workflows. Next steps include enhanced security measures. Follow-up actions: 41. Proposal deadline: The contact. process automation Additional context: automated workflows. Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: enhanced security measures. Additional context: integration capabilities.