UC SAN DIEGO HEALTH SYSTEM

Customer ID: 53800

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Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

10/10

$19488.00

August 2025

Activity Summary

October 30, 2025

November 12, 2025


18

Activities

2

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 30, 2025 18 activities 2 quotes 1 QBRs Value $19488
Insights
  • UC San Diego Health System has a perfect health score of 10/10.
  • The customer value is $19,488.00, indicating a significant contribution to revenue.
  • Andrew has successfully closed a deal worth $19,488.00, achieving a 100% win rate on his quotes.
  • Communication is highly email-centric, with recent activities consisting solely of emails.
  • There has been one QBR (Quarterly Business Review) conducted.
Risks
⚠️The win rate stands at 50%, suggesting room for improvement in conversion of quotes to sales.
⚠️The presence of an unassigned quote that was lost may indicate a gap in account management coverage.
Opportunities
📈Strong relationship with Andrew as the account manager with a proven track record of closing deals.
📈Potential for increased engagement and conversion with more personalized communication methods beyond email.
📈Opportunity to increase pipeline and explore new deals, as current open pipeline is at $0.00.
Contacts
DAWN FRANCISCO

CLS, Toxicology/Mass Spectrometry Laboratory

dcfrancisco@health.ucsd.edu

858-657-5680

ERNESTINE FERRER

Sr. CLS Specialist – Chemistry

eferrer@ucsd.edu

858-657-5729

Recent Activities
Log Activity
Confirmed 3 PO are expected to be issued today
Email Completed
2025-10-30 18:43
View Edit
Hi! We are all ordering today. I will email you once I get all PO #'s. Thank you! Ernestine
FOllow up on 3 PO order 5622
Email Completed
2025-10-23 18:45
View Edit
Hi Ernestine, I wanted to touch base and see if you had an update on plans to order? If you can have the PO sent to me, I am happy to hold onto them until we have all 3. Let me know how we can he...
FOllowing up on 3 PO order, not received yet but they still seem interested
Email Completed Due Oct 24, 2025
2025-10-09 16:48
View Edit
Happy my Fri-Yeah Ernestine, I am going to be OOO tomorrow so just wanted to touch base and let you know we haven’t seen the PO yet. If its an issue of coordinating sending them on the same day, f...
Dawn QBR reply, to busy to meet now but maybe week of Thanksgiving
Email Due Nov 12, 2025
2025-10-08 13:48
View Edit
Hi Dawn, I appreciate the reply and totally understand things can be busy. Why don’t you book a time in November you think may work for you. You will get an email reminder the day before and if t...
3 PO order taking longer to get PO
Email Completed Due Oct 10, 2025
2025-10-03 19:23
View Edit
Happy Fri-Yeah Ernestine, Thanks for keeping us updated 😊 I’ll touch base with you in a week or so if we haven’t seen it. Let me know if we can be of support. Thank you, Andrew Hartmann Bu...
following up on 3 PO order
Follow-up Completed Due Oct 09, 2025
2025-10-01 15:43
View Edit
Hi Ernestine, Just wanted to update you we have not seen these orders come in yet. No rush on our part, just wanted to make sure we are keeping the lines of communication open. If you have any up...
Quote 5717 follow up- updated timeline
Email Completed
2025-09-24 13:21
View Edit
Hi Ernestine, Thank you for this update, and no worries! I was more concerned we missed it coming in. Our team will keep our eyes out for these PO coming in. Let me know if we can be of support....
QUote 5717 follow up
Email Completed
2025-09-19 20:36
View Edit
Happy Fri-Yeah Ernestine, I just wanted to touch base and let you know we haven’t seen the PO’s come in yet for this order. Let me know if there is anything we can do to help. Thank you,
QBR schedule follow up with Dawn
Follow-up Completed Due Oct 08, 2025
2025-09-17 16:25
View Edit
Hi Dawn, I hope summer has treated you well. I wanted to circle back on this request to see if we could book a time for a quick check in. Moving forward I will be your dedicated account rep and a...
Reply to 3 PO order questions
Email Completed
2025-09-16 16:01
View Edit
Hi Ernestine, Thanks for the update! We have some limitations in how we can break this up and present it but see attached. For each PO we would be looking to see: 8 x LORAZ GLUC 620 U F UCSD @...
3 PO ordering questions
Email Completed
2025-09-16 14:53
View Edit
I am waiting to connect with QUoting to reply but here is the customers concern Hi Andrew, Happy Monday! Apologies, I was out for half of the day today. I did receive a new quote that was co...
follow up on 3 PO order
Email Completed Due Oct 02, 2025
2025-09-15 16:16
View Edit
Happy Monday Ernestine, I hope you had a great weekend! I wanted to circle back as I checked with our orders processing team to see if we got the 3 PO’s needed to place your order. We have not se...
Coordinating 3 site order and mini QBR
Call Completed Due Sep 16, 2025 Successful
2025-09-09 17:41
View Edit
Had a call to coordinate an upcoming order over 3 sites. I need to follow up on this next week with the orders team and confirm we got the 3 PO's and set them to be ordered together to make 1 lot. ...
5622 meeting set for 9/9
Email Completed Successful
2025-09-08 17:50
View Edit
Hi Ernestine, Thanks so much for booking. I look forward to connecting tomorrow and ensuring this order goes smoothly. Regards, Andrew Hartmann Business Development Manager – 25020 Avenue...
quote 5622 follow up details needed
Email Completed Information Gathering
2025-09-08 13:25
View Edit
They are trying to coordinate an order across 3 sites and the quote does not reflect this. Trying to schedule a call to clarify the details and get this udpated. Hi Ernestine, It does not look ...
quote 5622 follow up details needed
Email Completed Information Gathering
2025-09-08 13:25
View Edit
They are trying to coordinate an order across 3 sites and the quote does not reflect this. Trying to schedule a call to clarify the details and get this udpated. Hi Ernestine, It does not look ...
UTAK Quote follow up Quote# 5622
Follow-up Completed Decision Pending
2025-09-05 13:43
View Edit
Hi Ernestine, I hope you are having a happy Fri-Yeah! I wanted to follow up with you regarding the attached quote we sent. I noticed it had not been ordered yet and I wanted to see if you had an ...
Scheduling Our Quarterly Business Review (CID:053800)
Email Completed Due Sep 18, 2025 Needs Follow-up
2025-09-04 14:06
View Edit
Hi Team UC San Diego, 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 t...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5717 $19488.00 Accepted 2025-09-12 2025-12-11
5622 $5395.00 Rejected 2025-08-13 2025-11-11
Quarter Scheduled Status Completed Customer Sat
Q3 2025 AH 2025-09-09 Completed 2025-09-09 10 Edit