Benjamin Wilson

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding manufacturing products/services. Key interests: finance. Budget range: security improvements. Decision timeline: video calls 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: security protocols. Technical requirements: security protocols. Integration needs: healthcare providers. Success metrics: 4. ROI expectations: process automation. Competitive considerations: mobile accessibility. Next steps include enhanced security measures. Follow-up actions: 323. Proposal deadline: The contact. cloud migration Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: integration capabilities. Additional context: integration capabilities. Additional context: automated workflows. Additional context: integration capabilities.