Plumas Supply

Customer ID: 101121

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$0.00

September 2025

Activity Summary

October 14, 2025

Not scheduled

4

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 14, 2025 4 activities 0 quotes 0 QBRs
Insights
  • ✅Plumas Supply currently has an excellent health score of 10/10, indicating strong engagement and satisfaction.
  • ✅Recent activities show consistent communication and follow-ups, especially on October 14, 2025.
  • ✅The addition of a new contact, David Ford, suggests potential for expanding relationships within the organization.
Risks
⚠️Despite a high health score, the total value is $0.00, which may indicate a lack of purchasing activity or revenue generation.
⚠️No recent quotes have been generated, suggesting a possible slowdown in sales opportunities or interest from the customer.
Opportunities
📈The recent addition of a new contact provides an opportunity to explore new business avenues or enhance existing relationships.
📈Since the customer is engaged, as indicated by recent follow-ups and a scheduled quarterly review, there is potential to convert this engagement into sales or service opportunities.
Contacts
David Ford

dford@plumassupply.com

Recent Activities
Log Activity
Following up with his end user
Email Completed
2025-10-14 16:24
View Edit
Thanks David, I appreciate you 😊 Regards, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567.0667 P +1.888.UTAK.LAB F +1.661.294...
Added contact: David Ford
Contact Management Completed
2025-10-14 14:11
View Edit
Added new contact: David Ford, Email: dford@plumassupply.com
Quote 5524 follow up
Email Completed
2025-10-14 14:11
View Edit
Hi David, I hope the start of pumpkin spice season is treating you well! I wanted to circle back on this one to see if you had any updates from the end user if they were planning to order or not t...
Scheduling Our Quarterly Business Review (CID: 101121)
Email
2025-09-05 12:04
View Edit
Hi Plumas Supply Team , I hope you’re doing well! It’s hard to believe another quarter has already flown by. I’d love to set aside time for our Quarterly Business Review so we can catch up, review ...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.