UNC HOSPITALS

Customer ID: 55150

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

10/10

$61688.00

August 2025

Activity Summary

December 01, 2025

Not scheduled


11

Activities

2

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Dec 01, 2025 11 activities 2 quotes 0 QBRs Value $61688
Insights
  • Health score is perfect at 10/10, indicating strong satisfaction and engagement.
  • The customer value stands at $61,688 with a total of two won quotes.
  • Andrew effectively manages the account, maintaining a 100% win rate.
Risks
⚠️No open pipeline may suggest a lack of ongoing or future sales opportunities.
⚠️Recent activities are limited to emails, indicating potential lack of varied engagement.
Opportunities
📈Leverage high satisfaction and win rate to explore new sales opportunities.
📈Diversify engagement methods beyond emails to strengthen relationship further.
📈Schedule a quarterly business review (QBR) to identify and address any unmet needs.
Contacts
SAMUEL MASON

Senior Technologist

Samuel.Mason@unchealth.unc.edu

(984) 974-1415

PHILLIP BATES

Laboratory Development Specialist

Phillip.Bates@unchealth.unc.edu

(984) 974-1415

Recent Activities
Log Activity
IFU requested
Email
2025-12-01 19:34
View Edit
Hi Sam, I hope you had a great holiday weekend. Our IFU get folded in ½ and stuffed in a little plastic bag. They can be easy to miss, or easy for our team to leave out. Either way, always happy...
Heads up on the deposit
Email Completed
2025-11-12 22:26
View Edit
Hi Sam, Wanted to circle back and confirm we received the PO for the anti-fungal QC’s. Our team has processed the order. As a custom product over $25K there is a 20% deposit required before we st...
40K new antifungal will be ordered, and another quote got missed from website submission
Email Completed
2025-11-11 20:51
View Edit
Hi Sam, Great news! Thanks for this update. Also- appreciate the heads up on your new quote request. We seem to still be having issues as this did not make it through our website. I have the ...
Sending 5913
Email Completed
2025-11-06 19:29
View Edit
Hi Sam, Attached please find the quote requested. Let me know if you have any questions or want to see any changes made. Thank you,
Website quote request was not received
Email Completed
2025-11-06 18:43
View Edit
Thanks for confirming Sam! We are doing some updates to our website so something must be wrong. I have flagged this with our team to investigate and correct. In the meantime, this request is in p...
Updating antifungal quote
Email Completed
2025-11-06 16:21
View Edit
Hi Sam, Thanks for reaching out for support. I don’t see anything started yet. Can you share where you submitted this request so I can look into why it went missing? I found a quote that looks...
3rd and final attempt to book QBR
Email Completed
2025-10-08 14:11
View Edit
Hi Sam and Phil, I realize things may be busy on your end, but your feedback is extremely valuable to us. Before we wrap up outreach, I wanted to check one last time to see if you’d be open to a b...
QBR scheduling follow up
Follow-up Completed Due Oct 08, 2025
2025-09-17 14:47
View Edit
Hi Phil and Sam, I Wanted to circle back on this request. Moving forward I will be your dedicated account rep and I am eager to connect to get some feedback and ensure we are set up to meet your n...
Updated contact: SAMUEL MASON
Contact Management Completed
2025-09-17 14:44
View Edit
Updated contact 'SAMUEL MASON'. Changes: Title: 'Senior Technologist' → 'Senior Technologist '
Updated contact: PHILLIP BATES
Contact Management Completed
2025-09-17 14:44
View Edit
Updated contact 'PHILLIP BATES' (minor changes)
Scheduling Our Quarterly Business Review (CID:055150)
Email Completed Due Sep 18, 2025 Needs Follow-up
2025-09-04 14:28
View Edit
Hi Phil and Sam, 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 togeth...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5944 $20015.00 Accepted 2025-11-13 2026-02-11
5913 $41673.00 Accepted 2025-11-06 2026-02-04

No QBRs scheduled.