YALE NEW HAVEN HOSPITAL

Customer ID: 063350

Edit Customer Back to Customers
Customer Information

Not specified

Healthcare Systems and Hospitals

Current/In-Business

Not specified

Raleigh

6/10

$16465.78

August 2025

Activity Summary

October 30, 2025

Not scheduled


37

Activities

8

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 6/10 Last contact Oct 30, 2025 37 activities 8 quotes 0 QBRs Value $16466
Insights
  • The customer has a moderate health score of 6/10, indicating room for improvement.
  • The customer value stands at $16,465.78, reflecting successful deals won.
  • Win rate is strong at 75% with 6 out of 8 quotes won.
Risks
⚠️No open pipeline suggests potential for stagnation in future engagements.
⚠️High value in lost quotes ($208,962.08) might indicate pricing or value proposition issues.
⚠️No quarterly business reviews (QBRs) have been conducted, possibly affecting customer engagement and satisfaction.
Opportunities
📈Raleigh has a perfect win rate with the customer, suggesting potential for deeper engagement and trust-building.
📈Focus on converting lost opportunities managed by Quinton could significantly increase customer value.
📈Increasing QBRs could enhance relationship management and uncover new business opportunities.
Contacts
Gina Cassella-Mclane

Gina.Cassella-Mclane@YNHH.ORG

Myles Mcgowan

Myles.Mcgowan@YNHH.ORG

Joe El-Khoury

joe.el-khoury@yale.edu

Hien M. Diep

Hien.MDiep@YNHH.ORG

Fatima Abdelnabi

Fatma.Abdelnabi@YNHH.ORG

Recent Activities
Log Activity
RE: UTAK LABORATORIES INC - 553998 - MISSING/INVALID PO
Email
2025-10-30 18:57
View Edit
Hi Gina, Disappointing on our end and my sincerest apologies that we fell short of the service promised – the last thing we want to do is cause headaches on your end. I’m investigating internally...
RE: UTAK LABORATORIES INC - 553998 - MISSING/INVALID PO
Email
2025-10-30 18:56
View Edit
Thank you so much Raleigh!
RE: UTAK LABORATORIES INC - 553998 - MISSING/INVALID PO
Email
2025-10-30 18:53
View Edit
Hi Gina, Yes, that is correct. Are you able to help clarify what has been communicated to you and your team – are you being requested to pay? As these troubleshooting vials and samples should have...
RE: UTAK LABORATORIES INC - 553998 - MISSING/INVALID PO
Email
2025-10-30 18:53
View Edit
Hi Raleigh, Yes, we were sent a bill. Best, Gina
RE: UTAK LABORATORIES INC - 553998 - MISSING/INVALID PO
Email
2025-10-30 18:53
View Edit
Hi Gina, Disappointing on our end and my sincerest apologies that we fell short of the service promised – the last thing we want to do is cause headaches on your end. I’m investigating internally w...
UTAK LABORATORIES INC - 553998 - MISSING/INVALID PO
Email
2025-10-30 18:52
View Edit
This email notification is to inform you that the attached invoice requires review. Invoice Information: PO# Invoice# 71694 Vendor ID: 553998 Vendor Name: UTAK LABORATORIES INC Mail A...
RE: UTAK LABORATORIES INC - 553998 - MISSING/INVALID PO
Email
2025-10-30 18:52
View Edit
Hello Kathleen and Raleigh, These were shipped to us as part of troubleshooting a custom design UTAK is working on for us. @Raleigh Gallina, I was under the impression these were being shipped fo...
Sample Shipment Confirmation and Next Steps
Email
2025-10-28 18:37
View Edit
Hi Gina, I wanted to confirm that your sample shipment has been sent - please expect it to arrive shortly (Ship date is today). As a quick recap, this sample reflects the same design as quote #5...
RE: CID# 063350 RE: Custom quote for QC - Quote 5774 5777
Email
2025-10-27 21:29
View Edit
Hi Gina, Hope you’re doing well! I’ve attached the refreshed quotes from 2023 for your review. Please let me know if you have any questions or if you’d like to hop on a quick call to discuss. ...
RE: CID# 063350 RE: Custom quote for QC - Quote 5774 5777
Email
2025-10-27 21:29
View Edit
Hi Gina, Hope you’re doing well! I’ve attached the refreshed quotes from 2023 for your review. Please let me know if you have any questions or if you’d like to hop on a quick call to discuss. ...
RE: Xylazine Quote and Follow-Up Items - PO#52268564/SO#56921 - CID#063350
Email
2025-10-27 18:10
View Edit
Hello Gina, Thank you for your order request. Attached you will find your sales order confirmation. This order is a made to order item and will take 15 business days to manufacture, you wil...
RE: Xylazine Quote and Follow-Up Items - PO#52268564/SO#56921 - CID#063350
Email
2025-10-27 18:09
View Edit
RE: Xylazine Quote and Follow-Up Items - PO#52268564/SO#56921 - CID#063350Hi Raleigh, Great speaking with you and Nicole today. I am attaching the PO we submitted end of Sept to purchase Xylazine...
RE: Xylazine Quote and Follow-Up Items - PO#52268564/SO#56921 - CID#063350
Email
2025-10-27 18:09
View Edit
Hi Gina, Hope you had a great weekend! Thank you for sharing this. Confirming receipt and we will tend to this right away. Good morning @Aline Arias! Hope you had a beautiful weekend as well. ...
RE: Xylazine Quote and Follow-Up Items - PO#52268564/SO#56921 - CID#063350
Email
2025-10-27 18:09
View Edit
RE: Xylazine Quote and Follow-Up Items - PO#52268564/SO#56921 - CID#063350 Good morning Tae, Hope you’re doing well! I noticed that Aline is OOO. Can I ask you to please tend to Gina’s order req...
Gina McLane - October 24
Call
2025-10-27 18:08
View Edit
Gina McLane - October 24 VIEW RECORDING - 22 mins (No highlights): https://fathom.video/share/r-PMos_zXxf1wj4BzJqmt7Mmx-zAiijz --- 0:00 - Cassella-Mclane, Gina I'm doing, I can. 0:01 - Ra...
RE: Xylazine Quote and Follow-Up Items - PO#52268564/SO#56921 - CID#063350
Email
2025-10-27 18:08
View Edit
Hi Gina, It was great speaking with you today! I’ve attached the Xylazine quote for your review. If you could please submit the PO for this, I’ll ensure it’s processed right away. As discu...
Gina McLane - October 24
Email
2025-10-27 18:07
View Edit
Gina McLane - October 24 VIEW RECORDING: https://fathom.video/share/r-PMos_zXxf1wj4BzJqmt7Mmx-zAiijz Challenges with endogenous analytes in control materials @ 0:00 Gina explained that the hospit...
RE: Scheduling Our Quarterly Business Review (CID: 063350)
Email
2025-10-23 17:38
View Edit
Hi Gina, Hope you’re doing well and I wanted to gently circle back to this thread. To help ensure there are no delays on our end, I believe a brief call would be the most efficient way to review bo...
RE: Scheduling Our Quarterly Business Review (CID: 063350)
Email
2025-10-22 22:34
View Edit
Hi Gina, Hope you’re doing well and I wanted to gently circle back to this thread. To help ensure there are no delays on our end, I believe a brief call would be the most efficient way to review bo...
RE: CID# 063350 RE: Custom quote for QC - Quote 5774 5777
Email
2025-10-15 23:09
View Edit
Hi Raleigh, We currently get a smaller list of QC from you. Please see attached. I understand this new list is larger, however it is astronomically more money. Please see attached. Best, ...
Added contact: Fatima Abdelnabi
Contact Management Completed
2025-10-15 23:08
View Edit
Added new contact: Fatima Abdelnabi, Email: Fatma.Abdelnabi@YNHH.ORG
RE: Scheduling Our Quarterly Business Review (CID: 063350)
Email
2025-10-15 23:08
View Edit
Hello Raleigh, This matrix (L#2361) also contains fairly high levels of all 6 endocrines we need QC for. When I make Cals and QC in-house we currently use a charcoal stripped serum matrix or ...
RE: Scheduling Our Quarterly Business Review (CID: 063350)
Email
2025-10-15 23:08
View Edit
Hi Gina, Thank you for checking in. To help ensure there are no delays on our end, I believe a brief call would be the most efficient way to review both the sample and the Quote email you sent earl...
RE: CID# 063350 RE: Custom quote for QC - Quote 5774 5777
Email
2025-10-10 22:17
View Edit
Hi Gina, Happy Friday! I’ve attached your quote for review - thank you again for considering UTAK! If it looks like it’s outside your budget, if you can share a bit more detail on what range ...
RE: CID# 063350 RE: Custom quote for QC - Quote 5774 5777
Email
2025-10-10 22:17
View Edit
Hello Raleigh, We will review and let you know if this is financially feasible. Best, Gina
Added contact: Hien M. Diep
Contact Management Completed
2025-10-09 21:47
View Edit
Added new contact: Hien M. Diep, Email: Hien.MDiep@YNHH.ORG
Added contact: Joe El-Khoury
Contact Management Completed
2025-10-09 21:47
View Edit
Added new contact: Joe El-Khoury, Email: joe.el-khoury@yale.edu
Added contact: Myles Mcgowan
Contact Management Completed
2025-10-09 21:46
View Edit
Added new contact: Myles Mcgowan, Email: Myles.Mcgowan@YNHH.ORG
Added contact: Gina Cassella-Mclane
Contact Management Completed
2025-10-09 21:46
View Edit
Added new contact: Gina Cassella-Mclane, Email: Gina.Cassella-Mclane@YNHH.ORG
RE: Custom quote for QC - Quote 5774 5777
Email
2025-10-09 21:44
View Edit
Hi Quinton, Could you please quote for : • Matrix: Urine • Form: Frozen (target ~18-month shelf life) • Fill size: 10 mL • Quantity: 60 vials per level • Shipping to: 55 Park St, PS422, New...
RE: Custom quote for QC - Quote 5774 5777
Email
2025-10-09 21:44
View Edit
Hello Raleigh, It sounds like Quinton is no longer with UTAK. Could you take a look at the quote below? Best, Gina
RE: Custom quote for QC - Quote 5774 5777
Email
2025-10-09 21:44
View Edit
Hi Gina, Absolutely and our sincerest apologies for the delay on our end. I have forwarded your request to our quoting team and will revert with quote once available. It looks like you had discu...
New Custom QC Quotes Sent and Call set up (5774 and 5777)
Email
2025-09-29 14:25
View Edit
Hi Gina, Thanks for the detailed specs. Please see the attached quotes for your requested products. Based on the way the analyte list and concentrations are structured, we prepared two quotes (t...
New Part Quote Request - Cassella-Mclane, Gina <Gina.Cassella-Mclane@YNHH.ORG>
Email
2025-09-25 14:52
View Edit
Hi Gina, Thank you for sending this over and sharing the details for your pain panel project. I’ve passed your request along to our quoting team, and they will review the information and prepare an...
Quote Re-order Request (3282) - 'Cassella-Mclane, Gina' <Gina.Cassella-Mclane@YNHH.ORG>
Email
2025-09-25 08:35
View Edit
Hi Gina, I’d be happy to get an updated quote prepared for you. Could you please confirm if everything should remain the same as your previous quote, or if there are any updates to the quantities, ...
Sample Rejection
Email
2025-09-12 08:55
View Edit
Hi Gina, Thanks for letting us know about your results on sample 2353. To move forward, we’ll need a signed Sample Approval/Rejection Form noting that the sample is being rejected because it tested...
Scheduling Our Quarterly Business Review (CID: 063350)
Email
2025-09-04 09:19
View Edit
Hi Yale New Haven Hospital 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...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5874 $7022.06 Accepted 2025-10-28 2026-01-26
5777 $33101.80 Rejected 2025-09-29 2025-12-28
5774 $175860.28 Rejected 2025-09-29 2025-12-28
5767 $627.24 Accepted 2025-09-25 2025-12-24
5767 $627.24 Accepted 2025-09-25 2025-12-24
5767 $627.24 Accepted 2025-09-25 2025-12-24
5590 $815.00 Accepted 2025-08-04 2025-12-31
5591 $6747.00 Accepted 2025-08-04 2025-11-02

No QBRs scheduled.