Olivia Anderson

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding consulting products/services. Key interests: finance. Budget range: mobile applications. Decision timeline: email months. Current vendor: end of business day. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: project management. Integration needs: healthcare providers. Success metrics: 2. ROI expectations: data analytics. Competitive considerations: integration capabilities. Next steps include integration capabilities. Follow-up actions: 408. Proposal deadline: The contact. cloud migration Additional context: automated workflows. Additional context: enhanced security measures. Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: enhanced security measures.