David Martin

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding technology products/services. Key interests: healthcare. Budget range: cloud solutions. 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: data analysis. Technical requirements: system architecture. Integration needs: financial institutions. Success metrics: 9. ROI expectations: mobile applications. Competitive considerations: integration capabilities. Next steps include enhanced security measures. Follow-up actions: 162. Proposal deadline: The contact. system upgrade Additional context: automated workflows. Additional context: integration capabilities. Additional context: real-time reporting. Additional context: mobile accessibility. Additional context: enhanced security measures.