YALE UNIVERSITY

Customer ID: 63360

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$0.00

September 2025

Activity Summary

November 04, 2025

Not scheduled

10

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 04, 2025 10 activities 0 quotes 0 QBRs
Insights
  • ✅Customer health score is perfect at 10/10, indicating no current issues or concerns.
  • ✅Recent activities consist solely of emails, suggesting communication is maintained.
  • ✅There have been no quotes or transactions recorded, indicating a potential lack of engagement in sales activities.
Risks
⚠️Zero customer value and no recorded quotes or sales suggest a lack of revenue generation from this customer.
⚠️Absence of a win rate and open pipeline indicates no movement in converting YALE UNIVERSITY into a paying customer.
⚠️No QBRs (Quarterly Business Reviews) conducted, possibly leading to missed opportunities in relationship building and strategic planning.
Opportunities
📈Strong potential to convert the high health score into tangible business value through targeted engagement strategies.
📈Implement QBRs to uncover needs and opportunities for collaboration or sales.
📈Leverage the ongoing email communication to initiate discussions about products or services that may benefit YALE UNIVERSITY.
Contacts
HALEH NADIM

Associate Director 4

HALEH.NADIM@YALE.EDU

(203)809-0542

EDUARD ROGATSKY

rogatsky@aecom.yu.edu

ELIZABETH "LIZ" CASTRO

elizabeth.castro@einstein.yu.edu

GREG CRUIKSHANK

greg.cruikshank@einstein.yu.edu

KRYSTAL POLLITT

krystal.pollitt@yale.edu

Recent Activities
Log Activity
Quick optimization review to streamline your process?
Email Completed
2025-11-04 15:59
View Edit
Hey Greg, I hope you’re doing well! As we head into autumn, I’ve been taking some time to connect with our partners to make sure they’re getting the most value out of their UTAK products and workflow...
Your feedback helps shape what’s next at UTAK
Email Completed
2025-11-04 15:59
View Edit
Hi Krystal, I hope you’re doing well! I’m reaching out to gather feedback directly from our customers on how our products are performing in real-world lab settings. Your experience and insights are ...
Your feedback helps shape what’s next at UTAK
Email Completed
2025-11-04 15:58
View Edit
Hey Liz, I hope you’re doing well! I’m reaching out to gather feedback directly from our customers on how our products are performing in real-world lab settings. Your experience and insights are inc...
Your feedback helps shape what’s next at UTAK
Email Completed
2025-11-04 15:56
View Edit
Hi Haleh, I hope you’re doing well! I’m reaching out to gather feedback directly from our customers on how our products are performing in real-world lab settings. Your experience and insights are in...
Quick optimization review to streamline your process?
Email Completed
2025-11-04 15:56
View Edit
Hi Eduard, I hope you’re doing well! As we head into autumn, I’ve been taking some time to connect with our partners to make sure they’re getting the most value out of their UTAK products and workflo...
Added contact: KRYSTAL POLLITT
Contact Management Completed
2025-11-04 15:52
View Edit
Added new contact: KRYSTAL POLLITT, Email: krystal.pollitt@yale.edu
Added contact: GREG CRUIKSHANK
Contact Management Completed
2025-11-04 15:51
View Edit
Added new contact: GREG CRUIKSHANK, Email: greg.cruikshank@einstein.yu.edu
Added contact: ELIZABETH "LIZ" CASTRO
Contact Management Completed
2025-11-04 15:51
View Edit
Added new contact: ELIZABETH "LIZ" CASTRO, Email: elizabeth.castro@einstein.yu.edu
Added contact: EDUARD ROGATSKY
Contact Management Completed
2025-11-04 15:51
View Edit
Added new contact: EDUARD ROGATSKY, Email: rogatsky@aecom.yu.edu
UTAK Updates That Could Help Simplify Things
Email Relationship Building
2025-09-08 13:52
View Edit
Hello Haleh We’ve recently made some updates to our process that we think could help reduce friction on your side and make things run more smoothly. We’d love to schedule a quick call to walk you t...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.