Matthew Harris

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding technology products/services. Key interests: education. Budget range: process automation. Decision timeline: in-person meetings months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: security protocols. Technical requirements: data analysis. Integration needs: healthcare providers. Success metrics: 5. ROI expectations: cloud solutions. Competitive considerations: real-time reporting. Next steps include automated workflows. Follow-up actions: 147. Proposal deadline: The contact. system upgrade Additional context: enhanced security measures. Additional context: automated workflows. Additional context: mobile accessibility. Additional context: automated workflows. Additional context: automated workflows. Additional context: real-time reporting.