DUKE UNIVERSITY

Customer ID: 013460

Edit Customer Back to Customers
Customer Information

Not specified

Research and Academic Institutions

Current/In-Business

201-500

Raleigh

10/10

$721.00

August 2025

Activity Summary

November 10, 2025

Not scheduled


15

Activities

2

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 10, 2025 15 activities 2 quotes 1 QBRs Value $721
Insights
  • Duke University has a perfect health score of 10/10, indicating strong satisfaction or engagement.
  • The win rate for quotes is 100%, demonstrating successful conversion of proposals to sales.
  • Recent activities are heavily focused on email communication.
Risks
⚠️There is only one open pipeline, which may limit future revenue if not increased.
⚠️Heavy reliance on email communication could indicate a lack of diverse engagement methods or personal interactions.
Opportunities
📈The open pipeline with a significant value of $17,262.35 presents a potential for substantial future business.
📈Given the high win rate, there is an opportunity to increase the number of quotes to further boost revenue.
📈The current relationship with Raleigh as account manager seems effective, suggesting a potential for leveraging this relationship to expand engagement.
Contacts
Rene Garay

rene.garay@duke.edu

Recent Activities
Log Activity
RE: Quote CID: 013460 - Quote #5933
Email
2025-11-10 21:55
View Edit
Hi Rene, Thank you for reaching out to UTAK regarding your quote inquiry. Attached is the quote with pricing for the requested items. If you’d like to proceed with an order, please send a purchase o...
Account Question and Quote
Email
2025-11-10 19:52
View Edit
Hello Raleigh, I received an automated reply from Quinton Reed’s email address explaining that he is no longer with the company. I was looking to get a quote for an item, and he was our account man...
RE: Account Question and Quote
Email
2025-11-10 19:49
View Edit
Hi Rene, Thank you for the gentle circle, and your ears must have been burning (I was just sending you an email😊 ). I wanted to share that I’ve already ferried your quote request to our Quoting ...
RE: Account Question and Quote
Email
2025-11-10 19:49
View Edit
Hello Raleigh, I received an automated reply from Quinton Reed’s email address explaining that he is no longer with the company. I was looking to get a quote for an item, and he was our account man...
RE: Quote
Email
2025-11-10 19:48
View Edit
Good morning Rene, Thank you for the well wishes, and hoping you are doing well too. Kindly permit me to reply on behalf of Quinton as he is no longer with the company. I have ferried your reque...
Added contact: Rene Garay
Contact Management Completed
2025-11-10 19:46
View Edit
Added new contact: Rene Garay, Email: rene.garay@duke.edu
Quote
Email
2025-11-10 19:46
View Edit
Hey Quinton, Hope you are well. Could you please provide me with a quote for the following item? https://utak.com/product/certified-drug-free-urine-liquid/ Thank you! René A. Garay, C(ASCP...
Product Insight
Email
2025-09-15 09:25
View Edit
Hi René, Thanks for the thoughtful question. I checked with our technical team: • While we haven’t independently characterized the exact degradation pathway for 7-amino analytes in human matrice...
Product Insight
Email
2025-09-12 09:02
View Edit
Hi René, Thanks again for sharing those lot numbers and giving us insight into your experience with the 7-amino QC products. I checked in with our technical team, and here’s what was found and info...
Quick Follow-up: Duke University QBR Action Items (CID:013460)
Email
2025-09-11 20:20
View Edit
Hi René, Thanks again for meeting with me yesterday—it was great connecting with you and learning more about Duke’s workflow. I’ve shared the lot numbers you provided with our R&D team so they c...
QBR Completed!
Conference
2025-09-10 09:43
View Edit
Follow-up sent
Quick Follow-up: Duke University QBR Action Items (CID:013460)
Follow-up Successful
2025-09-10 09:42
View Edit
Hi Rene, Great connecting with you today! I'm excited to be your new UTAK account manager. Here's a quick rundown of our next steps: • Could you please send me the lot numbers for the 7-amino...
QR QBR Confirmed
Email
2025-09-05 08:38
View Edit
Hi René, Perfect—Wednesday at 11:00 AM works for me. I’ll send a calendar invite with a Teams link shortly. If there’s anyone else you’d like included or any specific topics you want on the agen...
Following Up & Planning Ahead (CID: 013460)
Follow-up
2025-09-04 14:11
View Edit
Hi James, I hope you’re doing well! I just wanted to follow up on open quotes 5468 and 5469. I’ve re-attached the quote here for your convenience. If you have any questions or need to make adjustm...
Scheduling Our Quarterly Business Review (CID: 013460)
Email
2025-09-02 15:09
View Edit
Hi Duke University 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 ...
Open Quotes
1
Total Value
$17262
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5933 $721.00 Accepted 2025-11-10 2025-12-31
5468 ! $17262.35 Sent 50% 2025-06-20 2025-09-20 Expiring
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
1
Low Confidence (<40%)
0
Quarter Scheduled Status Completed Customer Sat
Q3 2025-09-10 Completed 2025-09-10 8 Edit