Sarah Young

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding education products/services. Key interests: technology. Budget range: process automation. Decision timeline: in-person meetings months. Current vendor: end of business day. Pain points with existing solution: a mutual connection. Required features: April 7, 2025. Team size: 0 people. Implementation timeline preference: system architecture. Technical requirements: system architecture. Integration needs: healthcare providers. Success metrics: 8. ROI expectations: security improvements. Competitive considerations: enhanced security measures. Next steps include automated workflows. Follow-up actions: 264. Proposal deadline: The contact. process automation Additional context: mobile accessibility. Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: enhanced security measures. Additional context: mobile accessibility.