Lisa Lee

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding technology products/services. Key interests: healthcare. Budget range: data analytics. Decision timeline: in-person meetings months. Current vendor: end of business day. 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: tech startups. Success metrics: 9. ROI expectations: security improvements. Competitive considerations: enhanced security measures. Next steps include mobile accessibility. Follow-up actions: 92. Proposal deadline: The contact. process automation Additional context: automated workflows. Additional context: integration capabilities. Additional context: enhanced security measures. Additional context: mobile accessibility. Additional context: enhanced security measures.