Charlotte Robinson

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding healthcare products/services. Key interests: retail. Budget range: cloud solutions. Decision timeline: phone months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: business development. Technical requirements: business development. Integration needs: tech startups. Success metrics: 6. ROI expectations: security improvements. Competitive considerations: integration capabilities. Next steps include integration capabilities. Follow-up actions: 196. Proposal deadline: The contact. process automation Additional context: mobile accessibility. Additional context: enhanced security measures. Additional context: enhanced security measures. Additional context: mobile accessibility. Additional context: automated workflows. Additional context: mobile accessibility.