Daniel Harris

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding healthcare products/services. Key interests: retail. Budget range: security improvements. Decision timeline: video calls months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: data analysis. Technical requirements: cloud infrastructure. Integration needs: financial institutions. Success metrics: 6. ROI expectations: process automation. Competitive considerations: integration capabilities. Next steps include real-time reporting. Follow-up actions: 254. Proposal deadline: The contact. process automation Additional context: mobile accessibility. Additional context: automated workflows. Additional context: mobile accessibility. Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: automated workflows.