Account owner

Andrea Lim

Company

HealthPath Analytics

Email

[email protected]

Estimated value

$17,000.00

Status

🙌 Qualified

Expected close

April 12, 2023

Last contact

March 26, 2023

Phone

415 888 1234

Priority

High

Pains

Customer requires API integration

Tech

API

Last edited by

S

Simon

Last 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