Emily Lewis

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding finance products/services. Key interests: education. Budget range: security improvements. Decision timeline: phone months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: March 31, 2025. Team size: 0 people. Implementation timeline preference: data analysis. Technical requirements: cloud infrastructure. Integration needs: healthcare providers. Success metrics: 14. ROI expectations: digital transformation. Competitive considerations: enhanced security measures. Next steps include real-time reporting. Follow-up actions: 286. Proposal deadline: The contact. system upgrade Additional context: real-time reporting. Additional context: automated workflows. Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: automated workflows. Additional context: real-time reporting.