VA MEDICAL CENTER OF IOWA

Customer ID: 58000

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Customer Information

Not specified

Not specified

Closed

Not specified

Raleigh

4/10

$0.00

September 2025

Activity Summary

September 17, 2025

Not scheduled

10

Activities

1

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 4/10 Last contact Sep 17, 2025 10 activities 1 quotes 0 QBRs
Insights
  • ✅The customer has a perfect win rate of 100%, with one quote made and won.
  • ✅Recent activities indicate a focus on contact management and email communication.
  • ✅There have been no recent QBRs (Quarterly Business Reviews) conducted.
Risks
⚠️The health score is low at 4/10, indicating potential issues with customer satisfaction or engagement.
⚠️The customer value is currently at 0.0, suggesting limited financial benefit from the relationship.
Opportunities
📈Strengthening customer relationship through improved engagement strategies could enhance the health score.
📈Conducting regular QBRs might provide insights into customer needs and opportunities to upsell or cross-sell.
📈Leveraging the strong win rate to explore more opportunities for quotes and sales.
Contacts
Darcy Dochterman

Darcy.Dochterman@va.gov

Darcy Grobstich

Darcy.Grobstich@va.gov

Kathleen Bain

Kathleen.bain3@va.gov

Michael Welter

MICHAEL.WELTER@VA.GOV

Yashpal Agrawal

yashpal.agrawal@med.va.gov

Recent Activities
Log Activity
Added contact: Yashpal Agrawal
Contact Management Completed
2025-09-17 21:34
View Edit
Added new contact: Yashpal Agrawal, Email: yashpal.agrawal@med.va.gov
UTAK Updates That Could Help Simplify Things
Email
2025-09-17 21:34
View Edit
yashpal.agrawal@med.va.govWe’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...
Added contact: Michael Welter
Contact Management Completed
2025-09-17 21:33
View Edit
Added new contact: Michael Welter, Email: MICHAEL.WELTER@VA.GOV
UTAK Updates That Could Help Simplify Things
Email
2025-09-17 21:33
View Edit
MICHAEL.WELTER@VA.GOV 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 ...
Added contact: Kathleen Bain
Contact Management Completed
2025-09-17 21:21
View Edit
Added new contact: Kathleen Bain, Email: Kathleen.bain3@va.gov
UTAK Updates That Could Help Simplify Things
Email
2025-09-17 21:21
View Edit
Kathleen.bain3@va.gov 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 ...
UTAK Updates That Could Help Simplify Things
Email
2025-09-17 21:20
View Edit
Darcy.Grobstich@va.gov 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 w...
Added contact: Darcy Grobstich
Contact Management Completed
2025-09-17 21:19
View Edit
Added new contact: Darcy Grobstich, Email: Darcy.Grobstich@va.gov
UTAK Updates That Could Help Simplify Things
Email
2025-09-17 21:19
View Edit
Darcy.Dochterman@va.gov 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...
Added contact: Darcy Dochterman
Contact Management Completed
2025-09-17 21:18
View Edit
Added new contact: Darcy Dochterman, Email: Darcy.Dochterman@va.gov
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5686 $594.40 Accepted — 2025-09-02 2025-12-31 —
QBRs
Schedule QBR

No QBRs scheduled.