UNIVERSITY OF ROCHESTER

Customer ID: 055500

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

Raleigh

10/10

$1052.00

August 2025

Activity Summary

September 29, 2025

Not scheduled


15

Activities

1

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Sep 29, 2025 15 activities 1 quotes 0 QBRs Value $1052
Insights
  • The University of Rochester has an excellent health score of 10/10.
  • The customer value is relatively high at $1,052.
  • All quotes have been won, reflecting a 100% win rate.
  • Recent activities primarily consist of emails, indicating consistent communication.
Risks
⚠️No open pipeline suggests a potential lack of future opportunities.
⚠️The absence of QBRs could mean missed chances for deeper engagement and strategic planning.
Opportunities
📈Strong win rate and customer value suggest potential for upselling or cross-selling.
📈High email activity could be leveraged to introduce new products or services.
📈Consider scheduling a QBR to identify additional business opportunities and strengthen the relationship.
Contacts

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

Recent Activities
Log Activity
2nd QBR Booking Attempt - 'YELENA_ERMAKOV@URMC.ROCHESTER.EDU'
Email
2025-09-29 15:18
View Edit
Hi Yelena, 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 - 'michael_marchner@urmc.rochester.edu'
Email
2025-09-29 15:17
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 - julie_marini@urmc.rochestermedicalcenter.edu
Email
2025-09-29 15:13
View Edit
Hello Julie, 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 - 'jeffrey_varley@urmc.rochester.edu'
Email
2025-09-29 15:09
View Edit
Hi Jeffrey, 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 - jennifer_wojakowski@urmc.rochester.edu
Email
2025-09-29 15:09
View Edit
Hi Jennifer, 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 - Parrinello, Jeffrey J <jeffrey_parrinello@urmc.rochester.edu>
Email
2025-09-29 15:07
View Edit
Hi Jeffrey, 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 - Jeffrey_Mcmaster@URMC.Rochester.edu
Email
2025-09-29 15:06
View Edit
Hi Jeffrey, 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 - jason_thomas@urmc.rochester.edu
Email
2025-09-29 15:04
View Edit
Hi Jason, 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 Booking Attempt - Forrester, Emily <emily_forrester@urmc.rochester.edu>
Email
2025-09-29 15:02
View Edit
Hi Emily, 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 Booking Attempt - donald_garrett@urmc.rochester.edu
Email
2025-09-29 14:59
View Edit
Hi Don, 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 - david_silva@urmc.rochester.edu
Email
2025-09-29 14:58
View Edit
Hi David, 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 Booking Attempt - Daniel_Rudy@URMC.Rochester.edu
Email
2025-09-29 14:57
View Edit
Hi Daniel, 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 - Brandy_young-gqamana@urmc.rochester.edu
Email
2025-09-29 14:55
View Edit
Hi Brandy, 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 - Betty_McLean@URMC.Rochester.edu
Email
2025-09-29 14:53
View Edit
Hi Betty, 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...
Scheduling Our Quarterly Business Review (CID:046985)
Email
2025-09-03 23:01
View Edit
Hi UOR 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 past f...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5598 $1052.00 Accepted 2025-08-06 2025-12-31

No QBRs scheduled.