Sarah Davis

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding consulting products/services. Key interests: healthcare. Budget range: process automation. Decision timeline: video calls months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 7, 2025. Team size: 0 people. Implementation timeline preference: cloud infrastructure. Technical requirements: system architecture. Integration needs: Fortune 500 companies. Success metrics: 7. ROI expectations: process automation. Competitive considerations: automated workflows. Next steps include automated workflows. Follow-up actions: 346. Proposal deadline: The contact. system upgrade Additional context: automated workflows. Additional context: mobile accessibility. Additional context: enhanced security measures. Additional context: integration capabilities. Additional context: enhanced security measures.