Lisa Martinez

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding technology products/services. Key interests: healthcare. Budget range: cloud solutions. Decision timeline: phone months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: April 7, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: cloud infrastructure. Integration needs: financial institutions. Success metrics: 3. ROI expectations: mobile applications. Competitive considerations: enhanced security measures. Next steps include integration capabilities. Follow-up actions: 345. Proposal deadline: The contact. process automation Additional context: enhanced security measures. Additional context: enhanced security measures. Additional context: mobile accessibility. Additional context: integration capabilities. Additional context: real-time reporting.