Joshua Lee

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding finance products/services. Key interests: healthcare. Budget range: cloud solutions. Decision timeline: video calls months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: March 31, 2025. Team size: 0 people. Implementation timeline preference: cloud infrastructure. Technical requirements: business development. Integration needs: educational organizations. Success metrics: 8. ROI expectations: process automation. Competitive considerations: mobile accessibility. Next steps include mobile accessibility. Follow-up actions: 71. Proposal deadline: The contact. cloud migration Additional context: automated workflows. Additional context: integration capabilities. Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: enhanced security measures.