Emily Martinez

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding healthcare products/services. Key interests: consulting. Budget range: data analytics. Decision timeline: video calls months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: business development. Technical requirements: project management. Integration needs: financial institutions. Success metrics: 8. ROI expectations: data analytics. Competitive considerations: automated workflows. Next steps include real-time reporting. Follow-up actions: 315. Proposal deadline: The contact. process automation Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: automated workflows. Additional context: automated workflows. Additional context: mobile accessibility.