UNIVERSITY OF MIAMI

Customer ID: 55010

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

10/10

$0.00

August 2025

Activity Summary

October 16, 2025

Not scheduled

5

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 16, 2025 5 activities 0 quotes 1 QBRs
Insights
  • ✅Recent activity shows successful contact with a thank you email sent after a Quarterly Business Review (QBR) on 2025-10-16.
  • ✅A new contact, Bruno Oliveira, was added on 2025-09-17, indicating potential expansion or change in contact management.
  • ✅Persistent attempts to schedule QBR suggest a strong focus on maintaining customer relations.
Risks
⚠️Total Value is currently $0.00, indicating no recent transactions or financial engagements.
⚠️Despite a perfect health score, lack of recent quotes could imply missed revenue opportunities or a lack of interest in new offerings.
Opportunities
📈Engage Bruno Oliveira to explore potential needs or projects that could translate into financial opportunities.
📈Leverage the successful QBR to propose tailored solutions or new services that align with the university's goals.
📈Address the gap in recent quotes by initiating discussions on relevant products or services that may benefit the university.
Contacts
Kristin Kahl

Toxicologist

kwkahl@miami.edu

305-243-7821

Bruno Oliveira

maybe purchase or end user?

bco17@med.miami.edu

Recent Activities
Log Activity
Email QBR thank you
Email Completed
2025-10-16 16:19
View Edit
Hi Kristin, I can totally get a busy schedule. I appreciate you taking the time to share this valuable feedback! I’ll be sharing with our team for future process improvements. If I can be of any...
3rd and final attempt to book QBR
Email Completed
2025-10-09 15:57
View Edit
Hi Kristin, 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 brief ...
Added contact: Bruno Oliveira
Contact Management Completed
2025-09-17 16:35
View Edit
Added new contact: Bruno Oliveira, Title: maybe purchase or end user?, Email: bco17@med.miami.edu
QBR schedule follow up
Follow-up Completed Due Oct 09, 2025
2025-09-17 16:31
View Edit
Hi Kristin, I hope summer has treated you well. I wanted to circle back on this request as I will be your dedicated account manager moving forward. We are making some updates in our production de...
Scheduling Our Quarterly Business Review (CID:055010)
Email Completed Due Sep 18, 2025 Needs Follow-up
2025-09-04 16:59
View Edit
Hi Kristin, 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. ...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR
Quarter Scheduled Status Completed Customer Sat
Q4 2025 AH 2025-10-16 Completed 2025-10-16 8 Edit