Olivia Miller

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding consulting products/services. Key interests: technology. Budget range: process automation. Decision timeline: in-person meetings months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 7, 2025. Team size: 0 people. Implementation timeline preference: security protocols. Technical requirements: security protocols. Integration needs: healthcare providers. Success metrics: 3. ROI expectations: data analytics. Competitive considerations: integration capabilities. Next steps include enhanced security measures. Follow-up actions: 252. Proposal deadline: The contact. system upgrade Additional context: real-time reporting. Additional context: real-time reporting. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: real-time reporting. Additional context: integration capabilities.