Emily Hall

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding finance products/services. Key interests: finance. Budget range: security improvements. 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: business development. Technical requirements: cloud infrastructure. Integration needs: healthcare providers. Success metrics: 4. ROI expectations: data analytics. Competitive considerations: real-time reporting. Next steps include mobile accessibility. Follow-up actions: 276. Proposal deadline: The contact. system upgrade Additional context: enhanced security measures. Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: real-time reporting. Additional context: enhanced security measures.