UC IRVINE MEDICAL CENTER

Customer ID: 053600

Edit Customer Back to Customers
Customer Information

Not specified

Research and Academic Institutions

Current/In-Business

Not specified

Raleigh

10/10

$2548.95

August 2025

Activity Summary

October 14, 2025

Not scheduled


24

Activities

1

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 14, 2025 24 activities 1 quotes 0 QBRs Value $2549
Insights
  • UC Irvine Medical Center has a perfect health score of 10/10.
  • The customer value stands at $2,548.95.
  • All recent quotes have been accepted, indicating strong customer satisfaction.
Risks
⚠️No open pipeline suggests a lack of upcoming business or potential deals.
⚠️Absence of QBRs (Quarterly Business Reviews) may indicate limited strategic engagement.
Opportunities
📈High win rate (100%) presents a potential to leverage this success for upselling or cross-selling.
📈Recent positive interactions (emails and calls) can be capitalized on to deepen the relationship.
📈The account managed by Raleigh and worked by Quinton has demonstrated success, suggesting a potential for further collaboration.
Contacts
CARMENCIA "COOKIE" ONG

CLS Supv

cong@hs.uci.edu

714.456.5293

Recent Activities
Log Activity
RE: Follow-Up on Your Voicemail
Email
2025-10-14 17:47
View Edit
Good morning Cookie, I wanted to gently circle - we wanted to confirm – will you be shipping with ice packs or dry ice back to us? That way we can appropriately mark the label and box. Looking f...
Discussion with Cookie on 10/10/2025
Call
2025-10-10 22:11
View Edit
Cookie was looking for a return label as per discussion in September with Kevin and Andrew - closing the loop.
RE: Follow-Up on Your Voicemail
Email
2025-10-09 22:56
View Edit
Hi, Thank you for getting back to me. I’d like to follow up on the meeting we had with Kevin regarding the issue with the customized lead calibrators. Andrew was also present during that discussion...
RE: Follow-Up on Your Voicemail
Email
2025-10-09 22:56
View Edit
Hi Cookie, Thank you for your message. I’ve gone ahead and sent out a Teams meeting invite for tomorrow at 2:30 PM PST so we can discuss the issue with the customized lead calibrators and next step...
Cookie - Voicemail
Call
2025-10-09 21:35
View Edit
Cookie called Kevin inquiring about a copy of their conversation in September. She also eluded to a follow up.
Follow-Up on Your Voicemail
Email
2025-10-09 21:27
View Edit
Hi Cookie, Hoping you’re well! We received your voicemail from Kevin - thank you for reaching out. Kevin is currently out of the country and won’t be returning for a few weeks. In the meantime, ...
2nd QBR Booking Attempt - vmbarte@uci.edu
Email
2025-09-29 12:39
View Edit
Hi Victor, 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 - schoung@hs.uci.edu
Email
2025-09-29 12:38
View Edit
Hi Sidney, 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 - DOYLEJL@UCI.EDU <doylejl@uci.edu>
Email
2025-09-29 12:37
View Edit
Hi Joshua, 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 - derrlynw@uci.edu
Email
2025-09-29 12:36
View Edit
Hello Derrlyn, 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 gre...
2nd QBR Booking Attempt - concepcl@uci.edu
Email
2025-09-29 12:30
View Edit
Hi Connie, 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 - ccatulon@hs.uci.edu
Email
2025-09-29 12:24
View Edit
Hello Christine, 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 g...
Lead Cal 4 performance issue meeting
Call Completed
2025-09-18 21:33
View Edit
Meeting with hs.uci.edu UTAK & UCI Meet September 18, 2025 • 27 mins • View Meeting ACTION ITEMS ✨ Upgrade to Premium to unlock AI generated action items ME...
Added contact: CARMENCIA "COOKIE" ONG
Contact Management Completed
2025-09-18 20:40
View Edit
Added new contact: CARMENCIA "COOKIE" ONG, Title: CLS Supv, Email: cong@hs.uci.edu, Phone: 714.456.5293
Response not received from a Type A inquiry
Email Completed
2025-09-16 13:27
View Edit
The customer followed up with us as they did not get a reply to their type A. Kevin has replied to schedule a call. Hi Carmencita, I apologize for the delay in responding to you. I have avai...
QBR Invite Sent - 'vmbarte@uci.edu'
Email
2025-09-15 10:19
View Edit
Hi Victor, I wanted to follow up on your request and introduce myself as your dedicated account representative moving forward. I’d love to schedule a brief call to connect and ensure we’re aligned...
QBR Invite Sent - 'schoung@hs.uci.edu'
Email
2025-09-15 10:14
View Edit
Hi Sidney, I wanted to follow up on your request and introduce myself as your dedicated account representative moving forward. I’d love to schedule a brief call to connect and ensure we’re aligned...
QBR Invite Sent -'klimon@uci.edu'
Follow-up
2025-09-15 10:12
View Edit
Hi Katie, I wanted to follow up on your request and introduce myself as your dedicated account representative moving forward. I’d love to schedule a brief call to connect and ensure we’re aligned....
QBR Invite Sent -'klimon@uci.edu'
Follow-up
2025-09-15 10:12
View Edit
Hi Katie, I wanted to follow up on your request and introduce myself as your dedicated account representative moving forward. I’d love to schedule a brief call to connect and ensure we’re aligned....
QBR Invite Sent - 'DOYLEJL@UCI.EDU'
Email
2025-09-15 10:06
View Edit
Hi Joshua, I wanted to follow up on your request and introduce myself as your dedicated account representative moving forward. I’d love to schedule a brief call to connect and ensure we’re aligned...
QBR Invite Sent - DERRLYNW@UCI.EDU <derrlynw@uci.edu>
Follow-up
2025-09-15 10:05
View Edit
Hi Derrlyn, I wanted to follow up on your request and introduce myself as your dedicated account representative moving forward. I’d love to schedule a brief call to connect and ensure we’re aligned...
QBR Invite Sent - 'concepcl@uci.edu'
Follow-up
2025-09-15 10:04
View Edit
Hi Connie, I wanted to follow up on your request and introduce myself as your dedicated account representative moving forward. I’d love to schedule a brief call to connect and ensure we’re aligned....
QBR Invite Sent - ccatulon@hs.uci.edu
Follow-up
2025-09-15 09:49
View Edit
Hi Christine, I wanted to follow up on your request and introduce myself as your dedicated account representative moving forward. I’d love to schedule a brief call to connect and ensure we’re align...
Scheduling Our Quarterly Business Review (CID: 053600)
Email
2025-09-03 14:48
View Edit
Hi UC Irvine Medical 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, rev...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5687 $2548.95 Accepted 2025-09-02 2025-12-02

No QBRs scheduled.