PIEDMONT HEALTHCARE

Customer ID: 025690

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

Raleigh

9/10

$0.00

August 2025

Activity Summary

September 26, 2025

Not scheduled

5

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 9/10 Last contact Sep 26, 2025 5 activities 0 quotes 0 QBRs
Insights
  • ✅Piedmont Healthcare has a high health score of 9/10, suggesting strong satisfaction or engagement.
  • ✅There is a high frequency of email communication, indicating consistent contact.
Risks
⚠️No quotes or open pipeline activity, suggesting potential stagnation or lack of new business development.
⚠️Win rate is 0%, which could indicate challenges in converting opportunities if any exist.
Opportunities
📈Opportunity to explore new business or service offerings to increase customer value.
📈Potential to initiate a Quarterly Business Review (QBR) to align on opportunities and strategies.
Contacts

No contacts added yet. Click "Add Contact" to get started.

Recent Activities
Log Activity
2nd QBR Booking Attempt - Massoud.Khandaghabadi@piedmont.org <massoud.khandaghabadi@piedmont.org>
Email
2025-09-26 11:55
View Edit
Hello Massoud, My name is Quinton, 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 ...
2nd QBR Booking Attempt - 'massoud.abadi@piedmont.org'
Email
2025-09-26 11:51
View Edit
Hello, My name is Quinton, 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...
2nd QBR Booking Attempt - patricia.schoudt@piedmont.org
Email
2025-09-26 11:50
View Edit
Hi Patricia, I hope the start of fall has treated you well! My name is Quinton, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and gree...
2nd QBR Booking Attempt - Tania C. Sanders <tania.sanders1@piedmont.org>
Email
2025-09-26 11:50
View Edit
Hi Tania, I hope the start of fall has treated you well My name is Quinton, 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...
Scheduling Our Quarterly Business Review (CID: 025690)
Email
2025-09-03 10:30
View Edit
Hi Piedmont Healthcare 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 ah...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.