Richard Garcia

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding technology products/services. Key interests: technology. Budget range: digital transformation. Decision timeline: email months. Current vendor: early morning. 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: healthcare providers. Success metrics: 2. ROI expectations: data analytics. Competitive considerations: automated workflows. Next steps include mobile accessibility. Follow-up actions: 100. Proposal deadline: The contact. system upgrade Additional context: automated workflows. Additional context: mobile accessibility. Additional context: automated workflows. Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: enhanced security measures.