UNIVERSITY OF MICHIGAN

Customer ID: 55050

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Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

7/10

$9604.00

August 2025

Activity Summary

November 04, 2025

Not scheduled

6

Activities

4

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 7/10 Last contact Nov 04, 2025 6 activities 4 quotes 0 QBRs Value $9604
Insights
  • ✅The University of Michigan has a high health score of 7/10, indicating a strong relationship.
  • ✅The customer value is substantial at $9,604.00, reflecting significant business.
  • ✅The account manager, Andrew, has successfully managed all quotes with a 100% win rate.
  • ✅Recent activities are predominantly email communications, with a focus on follow-ups.
Risks
⚠️There have been no Quarterly Business Reviews (QBRs), which might impact strategic engagement and future planning.
⚠️All recent quotes are either sent or accepted, suggesting limited new opportunities in the immediate pipeline.
Opportunities
📈Maintain and strengthen the relationship with consistent communication and by scheduling QBRs.
📈Explore additional services or products to increase the open pipeline value and customer engagement.
📈Leverage the high win rate to position for upselling or cross-selling opportunities.
Contacts
Devon Kandrevas Primary

Senior Clinical Technologist

dferrant@med.umich.edu

(734) 998-0166

Recent Activities
Log Activity
COrrect PO receiveved and placing the order
Email Completed
2025-11-04 15:19
View Edit
Hi Devon, Thanks for the updated PO. Adding in our team @Support@UTAK who can process your order from here. You should get confirmation within 1 business day. Order team- Please see attached P...
Incorrect PO received, trying to get the right one
Email Completed
2025-11-04 14:58
View Edit
Hi Devon, I think you sent in the wrong PO, this one is for Sheep serum. Can you double check and let me know if there is a PO for UTAK? Thank you, Andrew Hartmann Business Development Mana...
UTAK Immu quote# 5866 check-in
Email Completed
2025-10-29 15:54
View Edit
Hey Devon, I hope the start of pumpkin spice season is treating you well. I saw you recently requested a quote for reorder of the immu controls. We hadn’t seen the PO come in yet and just wanted ...
3rd and final attempt at QBR schedule
Email Completed
2025-10-01 15:25
View Edit
Hi Brett and Jennie, 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...
FOllow up to schedule QBR
Follow-up Completed Due Oct 01, 2025
2025-09-17 21:03
View Edit
Hi Devon, I hope summer has been treating you well. I wanted to circle back with you as moving forward I will be your dedicated account manager. We are making some changes in our production proce...
Scheduling Our Quarterly Business Review (CID:055050)
Email Completed Due Sep 18, 2025 Needs Follow-up
2025-09-04 17:21
View Edit
Hi Devon, 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
Open Quotes
2
Total Value
$1027
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
6041 ! $463.00 Sent 30% 2025-12-11 2025-12-31 Expiring
5935 ! $564.00 Sent 30% 2025-11-11 2025-12-31 Expiring
5866 $6398.00 Accepted — 2025-10-23 2025-12-31 —
5684 $3206.00 Accepted — 2025-09-02 2025-12-31 —
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
0
Low Confidence (<40%)
2
QBRs
Schedule QBR

No QBRs scheduled.