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
  • ✅Customer has a perfect health score of 10/10, indicating high satisfaction and engagement.
  • ✅Recent communications are focused on confirming and updating order quantities and requesting quotes.
  • ✅A significant quote was accepted recently on 2025-12-03 for the total value of $17,691.00.
Risks
⚠️No identified risks given the high health score and recent quote acceptance.
⚠️Future risks may arise if the frequency of communications decreases or if there are delays in response to inquiries.
Opportunities
📈Potential for further engagement by scheduling successful Quarterly Business Reviews (QBRs), as previous attempts were made in October.
📈Continued monitoring of order quantities and prompt responses to inquiries could strengthen the relationship.
📈Explore opportunities for upselling or cross-selling additional services or products, given the customer's recent activity and engagement level.
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.