Michael Davis

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding consulting products/services. Key interests: technology. Budget range: security improvements. 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: security protocols. Technical requirements: data analysis. Integration needs: healthcare providers. Success metrics: 7. ROI expectations: cloud solutions. Competitive considerations: automated workflows. Next steps include enhanced security measures. Follow-up actions: 417. Proposal deadline: The contact. process automation Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: enhanced security measures.