Charlotte Lee

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding education products/services. Key interests: healthcare. Budget range: cloud solutions. Decision timeline: phone 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: project management. Technical requirements: system architecture. Integration needs: educational organizations. Success metrics: 2. ROI expectations: digital transformation. Competitive considerations: automated workflows. Next steps include automated workflows. Follow-up actions: 415. Proposal deadline: The contact. cloud migration Additional context: enhanced security measures. Additional context: automated workflows. Additional context: automated workflows. Additional context: integration capabilities. Additional context: integration capabilities.