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
  • Health Score is perfect at 10/10, indicating high customer satisfaction or engagement.
  • Total value of $1,052 suggests a moderate level of financial engagement.
  • Recent quotes show an accepted proposal, indicating readiness to invest.
Risks
⚠️Multiple attempts to schedule a QBR on 2025-09-29 without confirmation may indicate communication challenges or scheduling conflicts.
⚠️The industry is unknown, which may limit tailored service offerings or insights.
Opportunities
📈High engagement with multiple contacts suggests potential for expanding relationships within the organization.
📈Successful acceptance of recent quotes presents opportunities for upselling or cross-selling additional services.
📈Addressing the lack of response for QBR scheduling could enhance customer relationship and uncover further business needs.
Contacts

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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.