UNITY POINT HEALTH

Customer ID: 020485

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

Raleigh

10/10

$0.00

August 2025

Activity Summary

November 14, 2025

Not scheduled

8

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 14, 2025 8 activities 0 quotes 0 QBRs
Insights
  • ✅High health score of 10/10 indicates a strong relationship.
  • ✅Recent activities show active engagement through emails and follow-ups.
  • ✅No quotes or pipeline activity suggests potential lack of sales focus or needs assessment.
Risks
⚠️Customer value is currently at 0.0, indicating no revenue contribution.
⚠️No quotes or deals won/lost could suggest potential disengagement or misalignment with offerings.
⚠️Absence of QBRs might lead to missed opportunities for strategic alignment and feedback.
Opportunities
📈Active communication can be leveraged to explore needs and align services.
📈High health score can be capitalized on to deepen the relationship and explore upsell or cross-sell opportunities.
📈Scheduling a QBR could help in identifying potential areas for business development and value addition.
Contacts
Julie Behr

Julie.Behr@unitypoint.org

Recent Activities
Log Activity
Added contact: Julie Behr
Contact Management Completed
2025-11-14 23:15
View Edit
Added new contact: Julie Behr, Email: Julie.Behr@unitypoint.org
2nd QBR Booking Attempt - 'ryan.woods@unitypoint.org'
Follow-up
2025-09-29 13:05
View Edit
Hi Ryan, 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 - michael.smith2@unitypoint.org
Email
2025-09-29 13:04
View Edit
Hi Michael, 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 - 'Melinda.Farrington@unitypoint.org'
Email
2025-09-29 13:03
View Edit
Hi Melinda, 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 - carol.morrow@unitypoint.org
Email
2025-09-29 13:02
View Edit
Hi Carol, 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 t...
2nd QBR Booing Attempt - 'Melinda.Farrington@unitypoint.org'
Email
2025-09-29 13:02
View Edit
Hi Melinda, 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 - ALEXANDRA.GUYNN@UNITYPOINT.ORG
Email
2025-09-29 12:54
View Edit
Hi Alexandra, 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...
Scheduling Our Quarterly Business Review (CID: 020485)
Email
2025-09-03 15:24
View Edit
Hello Unity Point 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 up, ...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.