Account owner
Andrea Lim
Company
Email
Estimated value
$17,000.00
Status
🙌 Qualified
Expected close
April 12, 2023
Last contact
March 26, 2023
Phone
Priority
High
Tech
API
Last edited by
S
SimonLast edited
Sep 18, 2024 5:39 AM
Closed date
Background info
Mary is the CFO of a startup in the healthcare industry. They are looking for a solution to improve financial reporting and forecasting accuracy. Mary is particularly concerned about data security and compliance.
History of interactions
- Feb 21, 2023: Initial call, discussed challenges in financial reporting and compliance
- Mar 6, 2023: Product demo, Mary showed interest in advanced reporting features
- Mar 14, 2023: Sent information on data security measures and compliance certifications
- Mar 26, 2023: Follow-up call, addressed remaining concerns and pricing options
Requests/action items
Provide a list of healthcare-specific features and benefits
Offer a consultation with our compliance team to discuss industry-specific regulations and requirements