Thomas Clark

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding finance products/services. Key interests: healthcare. Budget range: mobile applications. Decision timeline: phone 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: cloud infrastructure. Technical requirements: business development. Integration needs: educational organizations. Success metrics: 7. ROI expectations: security improvements. Competitive considerations: integration capabilities. Next steps include enhanced security measures. Follow-up actions: 469. Proposal deadline: The contact. cloud migration Additional context: mobile accessibility. Additional context: automated workflows. Additional context: integration capabilities. Additional context: enhanced security measures. Additional context: integration capabilities. Additional context: real-time reporting.