Olivia Jones

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding finance products/services. Key interests: healthcare. Budget range: cloud solutions. Decision timeline: phone months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: March 31, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: business development. Integration needs: tech startups. Success metrics: 3. ROI expectations: data analytics. Competitive considerations: real-time reporting. Next steps include automated workflows. Follow-up actions: 421. Proposal deadline: The contact. cloud migration Additional context: mobile accessibility. Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: real-time reporting. Additional context: mobile accessibility. Additional context: automated workflows.