UCSF MEDICAL CENTER

Customer ID: 53550

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Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

10/10

$0.00

August 2025

Activity Summary

October 28, 2025

Not scheduled

7

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 28, 2025 7 activities 0 quotes 0 QBRs
Insights
  • ✅UCSF Medical Center has a perfect health score of 10/10, indicating strong satisfaction or engagement.
  • ✅There has been consistent communication via email, as shown by recent activities.
Risks
⚠️The customer currently has no recorded value or financial interaction; this could suggest a lack of sales or revenue-generating activities.
⚠️There are no quotes in the pipeline, and no historical wins or losses, indicating potential inactivity or lack of interest in purchasing.
Opportunities
📈Given the high health score, there's potential to convert engagement into revenue by identifying and addressing specific needs or interests.
📈The account manager, Andrew, could explore new strategies or offerings to stimulate financial transactions and create a value record.
Contacts
Deb French

Lab Director

DEBORAH.FRENCH@UCSF.EDU

(415) 514-6627

SUNNI FRESNOZA

Lab end user

SUNNI.FRESNOZA@UCSF.EDU

415-353-4820

ANDREW SMITH

Lab end user

Andrew.Smith@ucsf.edu

(415) 353-4820

Recent Activities
Log Activity
RE: Request for quote for custom QC - Quote 5566, 5567
Email
2025-10-28 18:12
View Edit
Awaiting PO
RE: Request for quote for custom QC - Quote 5566, 5567
Email
2025-10-28 18:11
View Edit
Hello, I’d like to know if the sample lots are still available if I were to place this order today. Thank you very much, John
FW: Request for quote for custom QC - Quote 5566, 5567
Email
2025-10-27 18:28
View Edit
Hi John , Thank you for reaching out to UTAK regarding your quote inquiry. Attached are the quotes with pricing for the requested items. If you’d like to proceed with an order, please send a purchas...
FW: Request for quote for custom QC - Quote 5566, 5567
Email
2025-10-27 18:28
View Edit
Hello, I’d like to know if the sample lots are still available if I were to place this order today. Thank you very much, John
relationship building despite QBR rejection
Email Relationship Building
2025-09-04 20:52
View Edit
Thanked Deb for her reply to QBR request and she reached out to see if I will be at MSACL this year so using it as a chance to relationship build. She recommends we attend MSACL Hi Andrew, I th...
Declined QBR meeting
Email Information Gathering
2025-09-04 20:03
View Edit
Hi Andrew, Thanks for checking in. At this time we don't have anything pressing that we would like to discuss and so we are going to decline meeting with you at this time. Unfortunately we have a l...
Scheduling Our Quarterly Business Review (CID:053550)
Email Completed Due Sep 18, 2025 Needs Follow-up
2025-09-04 14:18
View Edit
Hi Team UCSF, French, Deborah <deborah.french@ucsf.edu>; Fresnoza, Sunni <sunni.fresnoza@ucsf.edu>; Smith, Andrew <andrew.smith@ucsf.edu> I hope you’re doing well! It’s hard to believe another quar...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.