Jane King

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding education products/services. Key interests: education. Budget range: process automation. Decision timeline: phone 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: project management. Technical requirements: business development. Integration needs: healthcare providers. Success metrics: 9. ROI expectations: security improvements. Competitive considerations: mobile accessibility. Next steps include enhanced security measures. Follow-up actions: 190. Proposal deadline: The contact. cloud migration Additional context: enhanced security measures. Additional context: automated workflows. Additional context: integration capabilities. Additional context: integration capabilities. Additional context: integration capabilities. Additional context: integration capabilities.