ACCU REFERENCE MEDICAL LAB

Customer ID: 001795

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Customer Information

Not specified

Clinical and Diagnostic Laboratories

Unknown

Not specified

Raleigh

10/10

$0.00

August 2025

Activity Summary

October 29, 2025

September 30, 2025


18

Activities

0

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 29, 2025 18 activities 0 quotes 0 QBRs
Insights
  • The customer has a perfect health score of 10/10, indicating strong satisfaction or engagement.
  • There have been recent activities focused primarily on emails, with one call recorded.
  • There are no recent quotes or QBRs, suggesting limited recent transactional engagement.
Risks
⚠️Customer value is currently at 0.0, indicating no financial transactions or sales have been recorded.
⚠️The win rate is 0.0%, with no quotes won or lost, potentially implying lack of competitive positioning or engagement in sales processes.
Opportunities
📈The strong health score suggests potential for increased engagement or up-selling, provided relevant offerings are identified.
📈The recent activities, particularly frequent emails, indicate open lines of communication that can be leveraged for future sales initiatives.
Contacts

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Recent Activities
Log Activity
Steven Ross - October 29
Email
2025-10-29 18:17
View Edit
Steven Ross - October 29 VIEW RECORDING - 8 mins (No highlights): https://fathom.video/share/AYTL3QD6nephJMN_794YXy_j61DbY1eT --- 0:03 - Raleigh Gallina (UTAK Laboratories) Hi, good afternoo...
RE: PO#14456/SO#56084 - Request for Replacement Vials
Email
2025-10-29 18:17
View Edit
Hi Steven, Thank you so much for your time on our call today, it was great speaking with you. I’m happy to let you know that your two vials of item 17011 will be shipping out today via FedEx. Pl...
Steven Ross - October 29
Call
2025-10-29 18:16
View Edit
Steven Ross - October 29 VIEW RECORDING: https://fathom.video/share/AYTL3QD6nephJMN_794YXy_j61DbY1eT Shelf life issue with product 17011 @ 0:00 The meeting began with Steven Ross of Accureference...
RE: PO#14456/SO#56084 - Request for Replacement Vials
Email
2025-10-28 21:26
View Edit
RE: PO#14456/SO#56084 - Request for Replacement Vials Meeting Booked - Urine extension and Call booked to discuss Validity 2
RE: PO#14456/SO#56084 - Request for Replacement Vials
Email
2025-10-23 22:35
View Edit
Hi Aline, We acknowledge your message. Our preference is to receive material with at least a 1-year remaining shelf life prior to shipment. If that isn’t possible, please advise the maximum shelf lif...
RE: PO#14456/SO#56084 - Request for Replacement Vials
Email
2025-10-23 22:35
View Edit
Hi Steven, Thank you for your response and yes - support@utak.com is the right email address to send your POs for processing. Your PO#15658 for 5 additional vials of part#17011 has been processe...
RE: PO#14456/SO#56084 - Request for Replacement Vials
Email
2025-10-23 22:35
View Edit
Hi Steven, Thank you for your response and yes - support@utak.com is the right email address to send your POs for processing. Your PO#15658 for 5 additional vials of part#17011 has been processe...
RE: PO#14456/SO#56084 - Request for Replacement Vials
Email
2025-10-22 22:37
View Edit
Hi Robert, We’re hoping to better understand your team’s expectations around expiration dating and usable life - specifically, how much remaining shelf life you typically require at receipt and at ...
RE: PO#14456/SO#56084 - Request for Replacement Vials
Email
2025-10-22 22:37
View Edit
Hi Aline, We acknowledge your message. Our preference is to receive material with at least a 1-year remaining shelf life prior to shipment. If that isn’t possible, please advise the maximum shelf lif...
RE: PO#14456/SO#56084 - Request for Replacement Vials
Email
2025-10-22 22:36
View Edit
Hi Robert, I hope you’re doing well. We wanted to follow up regarding your recent request for replacement vials for part #17011 (SO#56084), citing the shortened expiration date. At the time of yo...
RE: PO#14456/SO#56084 - Request for Replacement Vials
Email
2025-10-22 22:36
View Edit
You stated Alex confirmed ok to take short dated material, I was not aware of this, asking if it can be replaced as we cannot utilize it. Thank you for your consideration. Please let me know as soon ...
2nd QBR Attempt - 'Raidiri.Castillo@accureference.com'
Email
2025-09-23 09:33
View Edit
Hi Raidiri I’m Quinton Reed and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK so f...
2nd QBR Attempt - 'MUKUL.PATEL@ACCUREFERENCE.COM'
Email
2025-09-23 09:23
View Edit
Hi Mukul, I’m Quinton Reed and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK so f...
2nd QBR Attempt - 'GALINA.AKSELROD@ACCUREFERENCE.COM'
Email
2025-09-23 09:13
View Edit
Hi Galina, I’m Quinton Reed and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK so ...
2nd QBR Attempt - 'alexys.benson@accureference.com'
Email
2025-09-23 09:12
View Edit
Hi Alexys, I’m Quinton Reed and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK so...
2nd QBR Attempt - AP@Accureference.com
Email
2025-09-23 09:11
View Edit
Hello, I’m Quinton Reed and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK so far ...
2nd QBR Attempt -alex.mercer2@accureference.com
Email
2025-09-23 09:06
View Edit
Hi Alex, I’m Quinton Reed and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK so fa...
Scheduling Our Quarterly Business Review (CID:001795)
Email Due Sep 30, 2025
2025-09-02 08:48
View Edit
Hi Accu Reference Team, I hope you’re doing well! Hard to believe another quarter has flown by. I’d love to set aside some time for our Quarterly Business Review so we can catch up and plan ahead t...
No quotes for this customer.

No QBRs scheduled.