Thomas Martinez

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding retail products/services. Key interests: finance. Budget range: mobile applications. Decision timeline: in-person meetings months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: security protocols. Technical requirements: cloud infrastructure. Integration needs: healthcare providers. Success metrics: 12. ROI expectations: cloud solutions. Competitive considerations: enhanced security measures. Next steps include enhanced security measures. Follow-up actions: 258. Proposal deadline: The contact. process automation Additional context: integration capabilities. Additional context: automated workflows. Additional context: integration capabilities. Additional context: automated workflows. Additional context: real-time reporting.