Thomas Garcia

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding healthcare products/services. Key interests: finance. Budget range: process automation. Decision timeline: in-person meetings months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: system architecture. Integration needs: educational organizations. Success metrics: 14. ROI expectations: process automation. Competitive considerations: integration capabilities. Next steps include automated workflows. Follow-up actions: 229. Proposal deadline: The contact. security enhancement Additional context: integration capabilities. Additional context: enhanced security measures. Additional context: enhanced security measures. Additional context: enhanced security measures. Additional context: mobile accessibility.