Richard Rodriguez

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding retail products/services. Key interests: healthcare. Budget range: cloud solutions. Decision timeline: video calls months. Current vendor: end of business day. 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: healthcare providers. Success metrics: 12. ROI expectations: digital transformation. Competitive considerations: real-time reporting. Next steps include real-time reporting. Follow-up actions: 92. Proposal deadline: The contact. security enhancement Additional context: mobile accessibility. Additional context: real-time reporting. Additional context: real-time reporting. Additional context: automated workflows. Additional context: mobile accessibility.