Charlotte Martin

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding manufacturing products/services. Key interests: healthcare. Budget range: cloud solutions. Decision timeline: phone months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: business development. Integration needs: financial institutions. Success metrics: 15. ROI expectations: digital transformation. Competitive considerations: integration capabilities. Next steps include real-time reporting. Follow-up actions: 94. Proposal deadline: The contact. security enhancement Additional context: automated workflows. Additional context: real-time reporting. Additional context: mobile accessibility. Additional context: automated workflows. Additional context: integration capabilities. Additional context: automated workflows.