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 has an excellent health score of 10/10, indicating a strong relationship and customer satisfaction.
  • ✅Recent activities focus heavily on communication, particularly regarding updates and quarterly business reviews (QBRs).
  • ✅No recent quotes have been generated, suggesting a potential lack of new sales opportunities or proposal activities.
Risks
⚠️The total value remains at $0.00, which could imply no recent sales or financial transactions, potentially affecting future engagement or revenue.
⚠️The industry remains unknown, which might hinder targeted communication and personalized offerings.
Opportunities
📈The recent addition of a contact, Joe O Sullivan, presents a chance to expand engagement and establish a stronger relationship with key decision-makers.
📈The focus on QBRs suggests an opportunity to strengthen partnerships and identify new business needs during these reviews.
📈Exploring potential sales or service opportunities, given the high health score, could convert the strong relationship into financial value.
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