TRICORE, INC.

Customer ID: 101431

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

10/10

$3880.00

August 2025

Activity Summary

December 01, 2025

Not scheduled


22

Activities

4

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Dec 01, 2025 22 activities 4 quotes 1 QBRs Value $3880
Insights
  • TRICORE, INC. has a perfect health score of 10/10, indicating strong engagement or satisfaction.
  • Account Manager Andrew has managed all interactions, with a balanced win/loss quote history.
  • Recent activities show a high frequency of email communication, suggesting consistent engagement.
Risks
⚠️Despite a good win rate of 50%, a significant portion of the quoted value was lost, indicating potential pricing or value proposition issues.
⚠️There is currently no open pipeline, which could indicate a lull in potential future business opportunities.
Opportunities
📈The perfect health score suggests a strong relationship that could be leveraged for upselling or cross-selling.
📈Improved strategies on lost quotes could enhance the win value and overall revenue.
Contacts
Christina Meyer(Last day Oct 7th, 2025)

Technical Supervisor

Christina.Meyer@tricore.org

505.938.8095

Melissa Budelier

Chemistry/Esoteric Analytical Chemistry (EAC)

Melissa.Budelier@tricore.org

Larry Crockett

Core Lab Manager

larry.crockett@tricore.org

None

Recent Activities
Log Activity
Extra lot we made in error discussion
Email
2025-12-01 15:59
View Edit
Hi Carla, I hope you had a great holiday weekend! The expiration of the additional lot of QC1 is May 31st, 2027. Let us know if you can make use of this, as well as if the sample we sent for vali...
Rush order update
Email
2025-11-26 20:02
View Edit
It’s me again! Apologies for the double email but wanted to share an exciting update! Or team has confirmed we are fast tracking this order and your new validation sample for the level 2 will be s...
Amit 2 order entry error
Email
2025-11-26 18:35
View Edit
Hi Carla and Team Tricore, I wanted to hop in here with some updates as well as an apology. In looking into this we have determined we made an error when entering your order for PO N25-007253 and ...
5791 last attempt to follow up, closing as assumed lost
Email
2025-11-14 17:34
View Edit
HI Melissa and Larry, I wanted to try one last time to see if you could provide some feedback on this quote we sent for Vitamin D? I’ll go ahead and close it for now so I don’t keep pestering you ...
5791 and 5258 quote follow up
Email
2025-11-07 20:42
View Edit
Hi Team Tricore, I wanted to touch base on the Vitamin D quotes we sent to see what you are thinking. Do you have any questions or concerns? Any updates you can share are greatly appreciated. ...
Quote 5791 and 5258 follow up
Email
2025-10-23 18:21
View Edit
Hi Melissa and Larry, I wanted to circle back to see if you could share some feedback on the vitamin D quotes we sent over. Curious of any questions or concerns you may have, and if you have a tim...
Sending quotes 5258 and 5791 with a loom, they did not book a review meeting
Email Completed
2025-10-09 19:37
View Edit
https://www.loom.com/share/0c32a66311a24fad83b618a6482af79a?sid=ed181f5f-738a-4757-9a69-951e957c153a Hi Team Tricore, I wanted to go ahead and get these vitamin D quotes over to you. I shot a s...
Updated contact: Christina Meyer(Last day Oct 7th, 2025)
Contact Management Completed
2025-10-06 15:20
View Edit
Updated contact 'Christina Meyer(Last day Oct 7th, 2025)'. Changes: Name: 'Christina Meyer' → 'Christina Meyer(Last day Oct 7th, 2025)'; Primary Contact: True → False
Christina is leaving Tricore and wants to connect on linked in
Email Completed
2025-10-06 15:20
View Edit
Hi Christina, It has always been a pleasure working with you. Wishing you the best and looking forward to staying connected. Wherever you end up, if UTAK can ever support, please don’t hesitate t...
Quotes 5258 and 5791 trying to schedule call to review before sending
Email Completed Due Oct 13, 2025
2025-10-06 14:02
View Edit
Hi Team Tricore, Your Vitamin D quotes have been completed and are ready for review. Can we cold hop on a quick call and walk though these together and answer any questions you may have? You can ...
Results received for review regarding Vitmain D cals
Email Completed
2025-10-03 16:48
View Edit
Thanks for the quick reply Christina! We will review and reach out if we have any follow up questions, otherwise we will look to connect next week with the updated quotes for review. Thank you, ...
Call to discuss the possibility of Vitamin D cal
Call Completed
2025-10-03 16:24
View Edit
Meeting with TriCore Laboratories Tricore & UTAK Vitamin D Cals October 03, 2025 • 22 mins • View Meeting or Ask Fathom ACTION ITEMS ✨ Send Levy-Jennings data w/ current values...
Vitamin D call set for 10/3
Email Completed
2025-09-22 16:48
View Edit
Hi Christina, Thanks for these updates! I cant send the meeting invite through email so I will send out a separate invite to all with the Microsoft teams link. I look forward to connecting. T...
Updated contact: Larry Crockett
Contact Management Completed
2025-09-22 15:29
View Edit
Updated contact 'Larry Crockett'. Changes: Name: 'Larru Crockett' → 'Larry Crockett'; Phone: 'None' → 'None'
Added contact: Larru Crockett
Contact Management Completed
2025-09-22 15:28
View Edit
Added new contact: Larru Crockett, Title: Core Lab Manager, Email: larry.crockett@tricore.org
Added contact: Melissa Budelier
Contact Management Completed
2025-09-22 15:27
View Edit
Added new contact: Melissa Budelier, Title: Chemistry/Esoteric Analytical Chemistry (EAC), Email: Melissa.Budelier@tricore.org
Seeing if we can quote Vitamin D before CHristina leaves tricore
Follow-up Completed
2025-09-22 15:26
View Edit
Hi Christina, I hope you had a great weekend! I imagine you are quite busy with your upcoming transition. I just wanted to reach out to see if we could set up a chance to talk about these Vitamin...
FOllow up on cals
Follow-up Completed
2025-09-12 21:05
View Edit
Hi Christina, I reviewed the cal request with the team and didn’t come away with a clear yes/no but rather a maybe pending more information. We found the attached quote we had sent to Tricor for w...
Additional info on cal requirements
Email Completed
2025-09-12 16:23
View Edit
Hi Christina, Thank you for your time and all your valuable feedback today! I am planning to meet with our technical team this afternoon to review calibrator feasibility and should have some updat...
FOllow up in 1.5 weeks about Vitamin D cal
Call Completed Due Sep 22, 2025 Needs Follow-up
2025-09-12 15:51
View Edit
We talked in our QBR about some calibrator needs they have. They have reservations arround the acceptance level and we would need to have a larger meeting with our technical team for feasability. Sh...
QBR scheduled for 9/16
Follow-up Completed Successful
2025-09-04 14:31
View Edit
Customer booked a time through Calendly in response to the QBR email
Scheduling Our Quarterly Business Review (CID:101431)
Email Completed Due Sep 16, 2025 Needs Follow-up
2025-09-04 13:55
View Edit
Hi Christina, I hope you’re doing well! It’s hard to believe another quarter has flown by. I’d love to set up some time for our Quarterly Business Review so we can catch up and look ahead together....
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5807 $3060.00 Accepted 2025-10-08 2026-01-06
5791 $15531.00 Rejected 2025-10-06 2026-01-04
5258 $8766.00 Rejected 2025-10-06 2026-01-04
5604 $820.00 Accepted 2025-08-08 2025-11-06
Quarter Scheduled Status Completed Customer Sat
Q3 2025 AH 2025-09-16 Completed 2025-09-12 8 Edit