Thomas Brown

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding healthcare products/services. Key interests: education. Budget range: process automation. Decision timeline: video calls months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: March 31, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: project management. Integration needs: financial institutions. Success metrics: 10. ROI expectations: digital transformation. Competitive considerations: integration capabilities. Next steps include mobile accessibility. Follow-up actions: 359. Proposal deadline: The contact. process automation Additional context: integration capabilities. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: automated workflows. Additional context: real-time reporting. Additional context: mobile accessibility.