BETH ISRAEL LAHEY HEALTH, INC.

Customer ID: 4000

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$17691.00

September 2025

Activity Summary

December 03, 2025

Not scheduled

6

Activities

1

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Dec 03, 2025 6 activities 1 quotes 0 QBRs Value $17691
Insights
  • ✅Beth Israel Lahey Health, Inc. has a perfect health score of 10/10, indicating strong engagement and satisfaction.
  • ✅The customer has a total account value of $17,691 with a 100% win rate on quotes.
  • ✅All recent interactions have been through email, showing a preference for this communication method.
Risks
⚠️There is no open pipeline, suggesting a lack of future opportunities or engagement planned.
⚠️The absence of QBRs (Quarterly Business Reviews) could indicate a gap in strategic alignment or relationship building.
Opportunities
📈The 100% win rate highlights potential for further upselling or cross-selling opportunities.
📈Regular email interactions could be leveraged to introduce new products or services.
📈Initiating QBRs could enhance relationship depth and uncover additional business opportunities.
Contacts

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Recent Activities
Log Activity
Updated QTY received
Email
2025-12-03 17:53
View Edit
20 packs first shipment 15 packs second shipment
Confirming QTY
Email
2025-12-03 17:38
View Edit
Hi Zubin, Just want to confirm, you want 12 packs in the first shipment, then 6 months later an additional 12 packs, is that correct? Thank you, Andrew Hartmann Business Development Manager ...
Quote requested
Email
2025-12-03 16:36
View Edit
Hi Zubin, It starts by us updating the quote, I put in this request and will get it back to you as soon as it is done. Once you have the quote we need a PO with current pricing to place the order....
QBR Booking Attempt - Hubbard, Jacqueline (HMFP - Pathology) <jhubbar4@bidmc.harvard.edu>
Email
2025-10-01 14:53
View Edit
Hello Jacqueline, 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 ...
QBR Booking Attempt - tgalloway@bidmc.harvard.edu
Email
2025-10-01 14:53
View Edit
Hi Tammy, 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...
QBR Booking Attempt - BILH-ACCOUNTSPAYABLE@BILH.ORG
Email
2025-10-01 14:52
View Edit
Hello, 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 le...
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
6001 $17691.00 Accepted — 2025-12-03 2026-03-03 —
QBRs
Schedule QBR

No QBRs scheduled.