Richard Allen

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding education products/services. Key interests: healthcare. Budget range: security improvements. Decision timeline: in-person meetings months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: March 31, 2025. Team size: 0 people. Implementation timeline preference: data analysis. Technical requirements: business development. Integration needs: Fortune 500 companies. Success metrics: 15. ROI expectations: data analytics. Competitive considerations: mobile accessibility. Next steps include automated workflows. Follow-up actions: 189. Proposal deadline: The contact. process automation Additional context: automated workflows. Additional context: integration capabilities. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: real-time reporting. Additional context: integration capabilities.