Joseph Martin

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding manufacturing products/services. Key interests: finance. Budget range: data analytics. Decision timeline: video calls 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: project management. Technical requirements: security protocols. Integration needs: healthcare providers. Success metrics: 10. ROI expectations: data analytics. Competitive considerations: mobile accessibility. Next steps include enhanced security measures. Follow-up actions: 158. Proposal deadline: The contact. system upgrade Additional context: enhanced security measures. Additional context: enhanced security measures. Additional context: automated workflows. Additional context: mobile accessibility. Additional context: automated workflows.