Lisa Walker

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding education products/services. Key interests: finance. Budget range: cloud solutions. Decision timeline: in-person meetings months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: April 7, 2025. Team size: 0 people. Implementation timeline preference: system architecture. Technical requirements: data analysis. Integration needs: healthcare providers. Success metrics: 12. ROI expectations: security improvements. Competitive considerations: integration capabilities. Next steps include integration capabilities. Follow-up actions: 158. Proposal deadline: The contact. security enhancement Additional context: integration capabilities. Additional context: real-time reporting. Additional context: automated workflows. Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: enhanced security measures.