Isabella Harris

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding finance products/services. Key interests: healthcare. Budget range: security improvements. Decision timeline: video calls months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: system architecture. Technical requirements: business development. Integration needs: financial institutions. Success metrics: 13. ROI expectations: digital transformation. Competitive considerations: real-time reporting. Next steps include mobile accessibility. Follow-up actions: 174. Proposal deadline: The contact. process automation Additional context: integration capabilities. Additional context: integration capabilities. Additional context: real-time reporting. Additional context: real-time reporting. Additional context: enhanced security measures. Additional context: real-time reporting.