Joshua Jones

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding retail products/services. Key interests: finance. Budget range: cloud solutions. Decision timeline: video calls 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: cloud infrastructure. Technical requirements: project management. Integration needs: healthcare providers. Success metrics: 13. ROI expectations: security improvements. Competitive considerations: mobile accessibility. Next steps include integration capabilities. Follow-up actions: 143. Proposal deadline: The contact. process automation Additional context: real-time reporting. Additional context: automated workflows. Additional context: integration capabilities. Additional context: integration capabilities. Additional context: integration capabilities. Additional context: real-time reporting.