UNIVERSITY OF PENN HEALTH SYSTEM

Customer ID: 55450

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

10/10

$16610.00

August 2025

Activity Summary

November 07, 2025

Not scheduled


21

Activities

2

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 07, 2025 21 activities 2 quotes 0 QBRs Value $16610
Insights
  • The customer has a perfect health score of 10/10, indicating high satisfaction and engagement.
  • All quotes have been accepted, showing a strong relationship and trust in the services offered.
  • The account manager, Andrew, has effectively managed the account with a 100% win rate.
Risks
⚠️Lack of open pipeline suggests no immediate upcoming business opportunities or growth planned.
⚠️Heavy reliance on email for recent activities might limit more interactive and engaging communication methods.
Opportunities
📈Explore ways to initiate new projects or services to build a pipeline and ensure future business.
📈Increase engagement through varied communication methods, such as virtual meetings or webinars, to deepen the partnership.
📈Consider scheduling Quarterly Business Reviews (QBRs) to discuss strategic objectives and future collaboration.
Contacts
KC (Kalapna Chauhan)

Toxicologist

kalapna.chauhan@uphs.upenn.edu

(215) 662-3474

Jacqueline Shaw

Lab end user

Jacqueline.shaw@pennmedicine.upenn.edu

Kimberly Mckain

Kimberly.McKain2@pennmedicine.upenn.edu

Recent Activities
Log Activity
RE: [External] UTAK Labs check in
Email
2025-11-07 22:42
View Edit
Hi Galina, Attached are the executed T&C extension amendment and the signed busulfan quote. Norbert
RE: [External] UTAK Labs check in
Email
2025-11-07 22:42
View Edit
Dear Norbert, Thank you for the signed documentation, but more importantly, for your collaboration! Confirming receipt. We appreciate your partnership and every opportunity to support you in you...
RE: [External] UTAK Labs check in
Email
2025-11-06 22:49
View Edit
Hi Galina, Thanks for the quote and the T&C extension. Please confirm that these quotes are effective January 1. Thank you, Norbert
RE: [External] UTAK Labs check in
Email
2025-11-06 22:49
View Edit
Hi Norbert, Yes, that is correct. These quotes are effective January 1, 2026. Best regards, Raleigh
RE: [External] UTAK Labs check in
Email
2025-11-06 22:49
View Edit
Hi Norbert, Kindly find the requested COI attached. Please let me know if there is anything more I may support with. Best, Raleigh
RE: [External] UTAK Labs check in
Email
2025-11-06 22:48
View Edit
Hi Galina, Reverting to our communication from early October. What is the status of the 2026 price quote and the T&C update? Please let me know as we are fast approaching the end of the year. ...
RE: [External] UTAK Labs check in
Email
2025-11-06 22:48
View Edit
Hi Norbert, You must have had your ears burning - I was just drafting an email to you in fact! Attached kindly find the requested quotes and documents - outstanding is the COI. Hope you're do...
Discussing credit and likely will offer smal credit in good faith, confirming customer expectation
Email Completed
2025-10-09 15:33
View Edit
Thank you so much for sending this, I can now see what happened. The quote you had attached, 4716, had a design change to switch pack size to 15vials and a new part number with a “V2”. When you ...
Maybe no credit needed? Pending further information
Email Completed
2025-10-09 14:26
View Edit
Andrew, We were referring to quote 3355 but that expired on 12/31/24. A credit is not required. Casey, If you are referring to another quote that I am not aware of, please send a copy to me. ...
Customer asking for credit based on a price list they have, trying to confirm validity
Email Completed
2025-10-09 14:00
View Edit
Hi KC, Thank you for reaching out with this concern. I was looking in our system, and I couldn’t find any pricing agreements past 2023 with UPenn. Could you share with us what documentation you h...
Shipping update clarification
Email Completed
2025-10-06 17:51
View Edit
Hi KC, You are correct, it’s the level 2. My apologies for the confusion. I am used to seeing level 2 parts ending in a 2, but for this item they have level 2 as 12104. Any updates on connecti...
SHipping update and attempting to book QBR
Email Completed Due Oct 21, 2025
2025-10-02 18:42
View Edit
Hi KC, Your Methotrexate level 4 is shipping today. FedEx tracking# 393838173709. I wanted to circle back with you in regards to setting up a call with you and the University of Penn team. Any...
Customer requesting an ETA on custom methotrexate level
Email Completed
2025-09-26 19:40
View Edit
Hi KC, Looking at the job I can see it’s started and working towards the freeze dryer. Best case it’s going to ship mid next week. Worst case should be shipping the week after that. Let me kno...
Busulfan is a rush order for the customer
Follow-up Completed
2025-09-23 14:05
View Edit
Noted! I’ll let the team know and we will get this over to you ASAP. Our team has been talking about getting faster so we shall see. Is there a hard date in which you need this new lot by I can r...
Busulfan quote requested
Email Completed Quote Requested
2025-09-23 13:36
View Edit
Good Morning KC! This has been submitted and our team will send the updated quote once completed. Thank You, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia,...
Relationship building
Email Completed
2025-09-18 20:30
View Edit
That is so reassuring!! I have been reading horror stories online. I am so happy you found one you love 😊 Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91...
Updates on delayed order
Email Completed
2025-09-18 20:19
View Edit
Hey KC, Vitamin D’s should be going out today. We are trying to get the stock levels of Methotrexate into the shipment as well. If those don’t go out today they should tomorrow. Tae will be in t...
Updates on their delayed order
Email Completed
2025-09-18 15:49
View Edit
Hi KC, Allow me to add in @Ishawtae Logan from our orders team for support here. It looks like this order got held up for 2 reasons. • A new quote is needed for the custom level of Methotrexate, ...
Customer questioning why they have not received there order yet
Email Completed Due Sep 19, 2025
2025-09-18 13:16
View Edit
Hi KC, I appreciate you so much! It looks like that order is being held up with a quote issue for the now custom level of Methotrexate. I already messaged the team so once they are in later today...
QBR schedule follow up
Follow-up Completed Due Oct 02, 2025
2025-09-17 21:14
View Edit
Hey KC, How has your summer been? It’s almost complaining about it being too cold season here. ☹ I pulled some strings and got myself assigned as the dedicated account rep for the Upenn team mo...
Scheduling Our Quarterly Business Review (CID:055450)
Email Completed Due Sep 18, 2025 Needs Follow-up
2025-09-04 18:45
View Edit
Hi Team UPENN, 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...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5741 $12140.00 Accepted 2025-09-18 2025-12-31
5751 $4470.00 Accepted 2025-09-23 2025-12-22

No QBRs scheduled.