Sarah Lee

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding technology products/services. Key interests: technology. Budget range: security improvements. Decision timeline: phone months. Current vendor: end of business day. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: cloud infrastructure. Integration needs: healthcare providers. Success metrics: 9. ROI expectations: process automation. Competitive considerations: enhanced security measures. Next steps include enhanced security measures. Follow-up actions: 322. Proposal deadline: The contact. process automation Additional context: integration capabilities. Additional context: automated workflows. Additional context: automated workflows. Additional context: integration capabilities. Additional context: mobile accessibility.