Michael Harris

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding retail products/services. Key interests: healthcare. Budget range: security improvements. Decision timeline: video calls months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: security protocols. Technical requirements: project management. Integration needs: financial institutions. Success metrics: 10. ROI expectations: process automation. Competitive considerations: integration capabilities. Next steps include enhanced security measures. Follow-up actions: 89. Proposal deadline: The contact. security enhancement Additional context: real-time reporting. Additional context: enhanced security measures. Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: automated workflows.