Charlotte Martinez

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding healthcare products/services. Key interests: finance. Budget range: mobile applications. Decision timeline: video calls months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: business development. Technical requirements: cloud infrastructure. Integration needs: educational organizations. Success metrics: 10. ROI expectations: data analytics. Competitive considerations: mobile accessibility. Next steps include real-time reporting. Follow-up actions: 313. Proposal deadline: The contact. process automation Additional context: mobile accessibility. Additional context: enhanced security measures. Additional context: enhanced security measures. Additional context: automated workflows. Additional context: mobile accessibility.