Evelyn Jones

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding retail products/services. Key interests: technology. Budget range: security improvements. Decision timeline: email months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: project management. Integration needs: healthcare providers. Success metrics: 8. ROI expectations: cloud solutions. Competitive considerations: integration capabilities. Next steps include real-time reporting. Follow-up actions: 265. Proposal deadline: The contact. process automation Additional context: mobile accessibility. Additional context: automated workflows. Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: enhanced security measures.