AQUILANT MEDICAL ROI

Customer ID: 101248

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$0.00

September 2025

Activity Summary

October 06, 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 06, 2025 7 activities 0 quotes 1 QBRs
Insights
  • ✅AQUILANT MEDICAL ROI maintains a perfect health score of 10/10.
  • ✅The customer has a high engagement with recent activities primarily consisting of emails and contact management.
  • ✅They are under a 'House Account' with no specific account manager assigned.
Risks
⚠️There is currently no customer value or financial activity, evidenced by zero quotes and no pipeline.
⚠️The win rate remains at 0.0% due to the absence of any won or lost quotes.
Opportunities
📈High engagement through emails suggests potential interest or need for further communication and development.
📈The single QBR count indicates an opportunity for more frequent reviews to uncover and address customer needs.
📈Assigning a dedicated account manager could personalize and enhance customer engagement strategies.
Contacts
Joe O Sullivan

joe.osullivan@hc21.group

Recent Activities
Log Activity
RE: UTAK Updates That Could Help Simplify Things (CID: 101248)
Email
2025-10-06 18:28
View Edit
Hi Quinton, Are you available for our meeting? Joe Joe O’Sullivan Scientific | Business Manager M: +353 086 0233558
RE: UTAK Updates That Could Help Simplify Things (CID: 101248)
Email
2025-10-06 18:28
View Edit
Hi Joe, Our sincerest apologies for the confusion - Quinton has actually departed UTAK. I’d be happy to hop on a call to share updates on our end and address anything else you’d like to connect on....
Added contact: Joe O Sullivan
Contact Management Completed
2025-10-06 18:25
View Edit
Added new contact: Joe O Sullivan, Email: joe.osullivan@hc21.group
QBR Booking Attempt - elizabeth.dunne@hc21.ie
Email
2025-09-30 23:22
View Edit
Hello Elizabeth, I hope the start of fall has treated you well! We’ve recently made some updates to our process that we think could help reduce friction on your side and make things run more sm...
QBR Booking Attempt - joe.osullivan@hc21.group
Email
2025-09-30 16:22
View Edit
Hi Joe, I hope the start of fall has treated you well! We’ve recently made some updates to our process that we think could help reduce friction on your side and make things run more smoothly. W...
QBR Booking Attempt - 'denis.finn@hc21.group'
Email
2025-09-30 16:20
View Edit
Hi Dennis, I hope the start of fall has treated you well! We’ve recently made some updates to our process that we think could help reduce friction on your side and make things run more smoothly...
QBR Booking Attempt - denis.finn@hc21.group
Email
2025-09-30 16:19
View Edit
Hi Dennis, I hope the start of fall has treated you well! We’ve recently made some updates to our process that we think could help reduce friction on your side and make things run more smoothly...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR
Quarter Scheduled Status Completed Customer Sat
Q3 2025 2025-10-03 Scheduled - - Edit