ADVENTIST HEALTH TULARE

Customer ID: 53023

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$0.00

September 2025

Activity Summary

October 09, 2025

Not scheduled

7

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 09, 2025 7 activities 0 quotes 0 QBRs
Insights
  • ✅The customer has a perfect health score of 10/10, indicating strong satisfaction or engagement.
  • ✅Recent activities involve multiple emails from a new account manager, suggesting a possible transition in account management.
  • ✅New contacts have been added recently, which might indicate organizational changes or expansion.
Risks
⚠️The total value remains at $0.00, which could imply a lack of recent transactions or purchases.
⚠️Frequent introductory emails might cause communication fatigue if not followed by actionable content or engagement.
Opportunities
📈The introduction of new contacts provides a chance to strengthen relationships and explore new business opportunities.
📈With the perfect health score, there is potential to convert engagement into sales or deeper partnerships.
📈The new account manager can leverage this transition to introduce new solutions or services tailored to the customer's needs.
Contacts
A Wells

awells@tulareregional.org

Celested Terronez

cterronez@TULAREREGIONAL.ORG

Gale Oneill

ONEILLGH@AH.ORG

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-09 22:28
View Edit
Hi GALE I’m Raleigh Gallina, 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 learn about your baseline experience with UTAK s...
Added contact: Gale Oneill
Contact Management Completed
2025-10-09 22:26
View Edit
Added new contact: Gale Oneill, Email: ONEILLGH@AH.ORG
Added contact: Celested Terronez
Contact Management Completed
2025-10-09 22:22
View Edit
Added new contact: Celested Terronez, Email: cterronez@TULAREREGIONAL.ORG
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-09 22:21
View Edit
Hi CELESTE I’m Raleigh Gallina, 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 learn about your baseline experience with UTAK ...
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-08 22:32
View Edit
Hi ACCOUNTS I’m Raleigh Gallina, 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 learn about your baseline experience with UT...
Added contact: A Wells
Contact Management Completed
2025-10-08 22:29
View Edit
Added new contact: A Wells, Email: awells@tulareregional.org
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-08 22:29
View Edit
Hi I’m Raleigh Gallina, 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 learn about your baseline experience with UTAK so fa...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.