SOUTH DAKOTA DEPARTMENT OF HEALTH

Customer ID: 050140

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

Raleigh

9/10

$8451.80

August 2025

Activity Summary

September 16, 2025

Not scheduled

4

Activities

2

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 9/10 Last contact Sep 16, 2025 4 activities 2 quotes 0 QBRs Value $8452
Insights
  • ✅The customer has a strong health score of 9/10, indicating high satisfaction and engagement.
  • ✅Recent interactions show active communication, with multiple emails exchanged in September 2025.
  • ✅The customer has accepted two recent quotes totaling $8,451.80, suggesting a willingness to invest.
Risks
⚠️The industry is unknown, which may limit tailored communication and industry-specific solutions.
⚠️No recent contact beyond September 16, 2025, which may lead to a lapse in engagement if not addressed.
Opportunities
📈Plan and execute the upcoming Quarterly Business Review to strengthen the relationship and address any emerging needs.
📈Explore additional services or products that align with the customer's purchasing history to increase total value.
📈Personalize communications by gaining insights into the customer's specific industry for more effective engagement.
Contacts

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Recent Activities
Log Activity
Order Request for Quote 5710
Email
2025-09-16 09:48
View Edit
Hi Vance, Thank you for sending over the confirmation and PO 26-0905001-106. I’ve looped in @Support@UTAK— they’ll process the order and send your confirmation (with the sales order number) shortly...
Following Up & Sharing Updates (Quote #5710)
Follow-up
2025-09-15 20:58
View Edit
Hi Vance, I hope you’re doing well! I just wanted to follow up on Quote #5710 for our Blank Whole Blood. I’ve re-attached the quote here for your convenience in case it’s helpful. If you have any q...
Response to FU
Email
2025-09-15 14:04
View Edit
Hi Vance, Thanks for the update — that’s great news! I’ll keep an eye out for your signed PO, and once it comes through, we’ll get your order placed right away. I really appreciate you keeping u...
Scheduling Our Quarterly Business Review (CID: 050140)
Email
2025-09-03 13:02
View Edit
Hi SD Department of Health Team, I hope you’re doing well! It’s hard to believe another quarter has already flown by. I’d love to set aside time for our Quarterly Business Review so we can catch u...
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5710 $6855.80 Accepted — 2025-09-10 2025-12-31 —
5669 $1596.00 Accepted — 2025-08-26 2025-11-24 —
QBRs
Schedule QBR

No QBRs scheduled.