UC DAVIS MEDICAL CENTER

Customer ID: 053500

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

Raleigh

7/10

$3234.24

August 2025

Activity Summary

November 06, 2025

Not scheduled


19

Activities

2

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 7/10 Last contact Nov 06, 2025 19 activities 2 quotes 0 QBRs Value $3234
Insights
  • High health score of 7/10 indicates a stable and positive relationship.
  • Strong win rate of 100% on quotes, indicating effective sales engagement.
  • All recent activities are email-based, suggesting reliance on digital communication.
Risks
⚠️No QBRs conducted, which might limit deeper strategic alignment and relationship building.
⚠️Dependence on a single method of communication (email) could lead to engagement fatigue or missed opportunities for personal connection.
Opportunities
📈Pipeline remains open with potential revenue of $1,607.00; focus on closing this deal.
📈Exploring diverse communication channels could enhance customer interaction and engagement.
📈Conducting QBRs can provide strategic insights and strengthen the partnership.
Contacts

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

Recent Activities
Log Activity
RE: Hello from UTAK: I’m Your New Account Manager (CID: 053500) - Quote #5788
Email
2025-11-06 21:13
View Edit
Hi Aline, Please see the attached signed approval form. Thank you! Lee Lankford, CLS
RE: Hello from UTAK: I’m Your New Account Manager (CID: 053500) - Quote #5788
Email
2025-11-06 21:13
View Edit
Hello Lee, Thank you so much for returning your completed sample approval form. The rest of your SO 56807/PO 1081550541 will be shipping out tomorrow. You’ll receive an email with tracking in...
RE: Hello from UTAK: I’m Your New Account Manager (CID: 053500) - Quote #5788
Email
2025-10-06 18:30
View Edit
Thank you for updating. Let us know how we can proceed to have a couple sample vials made for us to test to ensure it will work with our current methods and then we will be placing the larger order...
RE: Hello from UTAK: I’m Your New Account Manager (CID: 053500) - Quote #5788
Email
2025-10-06 18:30
View Edit
Hi Sharlie, Hope you had a great weekend! We took my daughter to a ‘Halloween’-themed event with a petting zoo – she saw a llama for the first time! I’m sharing the updated quote for the combine...
Re: Hello from UTAK: I’m Your New Account Manager (CID: 053500) - Quote #5788
Email
2025-10-03 20:12
View Edit
Hi Sharlie, 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 purchas...
Re: Hello from UTAK: I’m Your New Account Manager (CID: 053500) - Quote #5788
Email
2025-10-03 20:12
View Edit
Hello, Just a quick clarification about 2 things in the quote: 1. Is the stability of the freeze-dried QC material 18 months or 30 months? The quote lists 18 months but the previous email indi...
Re: Hello from UTAK: I’m Your New Account Manager (CID: 053500) - Quote #5788
Email
2025-10-03 20:12
View Edit
Hello Lee, Our standard process for determining expiration date and analyte stability days take into account analytes, matrix, and form. In this case, we are able to accommodate to the 30 month e...
Re: Hello from UTAK: I’m Your New Account Manager (CID: 053500) - Quote #5788
Email
2025-10-03 20:12
View Edit
Thank you for updating. Let us know how we can proceed to have a couple sample vials made for us to test to ensure it will work with our current methods and then we will be placing the larger order...
Re: Hello from UTAK: I’m Your New Account Manager (CID: 053500) - Quote #5788
Email
2025-10-03 20:11
View Edit
thank you for your quick response! Please find the following answers to your questions: Customer Design Details 1. Matrix (i.e. urine, serum, blood, etc.) Defibrinated plasma (please confi...
Re: Hello from UTAK: I’m Your New Account Manager (CID: 053500) - Quote #5788
Email
2025-10-03 20:11
View Edit
Hi Sharlie, Thanks for the detailed specs—happy to price this using the same format/amount you order for your current Methamphetamine Plus control. We need some additional information to subm...
Custom QC Quote Request - Sharlie L Barclay <sbarclay@health.ucdavis.edu>
Email
2025-10-02 22:42
View Edit
Hi Sharlie, Thanks for the detailed specs—happy to price this using the same format/amount you order for your current Methamphetamine Plus control. We need some additional information to submit...
2nd QBR Booking Attempt - sbarclay@ucdavis.edu
Email
2025-09-29 12:18
View Edit
Hi Sharlie, 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...
2nd QBR Booking Attempt - sbainbridge@ucdavis.edu
Email
2025-09-29 12:17
View Edit
Hi Scott, 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...
2nd QBR Booking Attempt - 'LTHORWORTH@UCDAVIS.EDU'
Email
2025-09-29 12:16
View Edit
Hi Lisa, 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 ...
2nd QBR Booking Attempt - 'UCDJOHNSON@UCDAVIS.EDU'
Email
2025-09-29 12:15
View Edit
Hello Dave, 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 ...
2nd QBR Booking Attempt - clopes@ucdavis.edu
Email
2025-09-29 12:13
View Edit
Hi Cindy, 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...
2nd QBR Booking Attempt - cotten@ucdavis.edu
Email
2025-09-29 12:12
View Edit
Hi Camilla, 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...
2nd QBR Booking Attempt - 'ucdhsap@health.ucdavis.edu'
Email
2025-09-29 11:54
View Edit
Hello, 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 le...
Scheduling Our Quarterly Business Review (CID: 053500)
Email
2025-09-03 21:34
View Edit
Hi UC Davis 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 up, review the p...
Open Quotes
1
Total Value
$1607
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
6058 ! $1607.00 Sent 30% 2025-12-17 2026-03-17 Expiring
5788 $3234.24 Accepted 2025-10-06 2026-01-04
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
0
Low Confidence (<40%)
1

No QBRs scheduled.