BON SECOURS MERCY HEALTH (FRMLY SAINT ELIZABETH)

Customer ID: 42625

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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 01, 2025

Not scheduled

3

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 01, 2025 3 activities 0 quotes 0 QBRs
Insights
  • ✅The customer has a perfect health score of 10/10, indicating high satisfaction or engagement.
  • ✅There have been multiple recent activities, including emails and follow-ups, suggesting active communication.
Risks
⚠️There is currently no customer value recorded, which might indicate a lack of financial transactions or engagements.
⚠️No quotes have been created or closed, reflecting a potential lack of business development or sales opportunities.
Opportunities
📈The excellent health score suggests an opportunity to deepen the relationship and explore potential sales or services.
📈Active communication could be leveraged to identify and unlock future business opportunities.
Contacts

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Recent Activities
Log Activity
QBR Booking Attempt - 'JRushing@mercy.com'
Email
2025-10-02 16:03
View Edit
Hi Jennifer, 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...
QBRT Booking Attempt - 'MSHUELSMAN@MERCY.COM'
Email
2025-10-01 16:12
View Edit
Hi Marilyn, 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 ...
QBR Booking Attempt - Richard_Cunning@mercy.com <richard_cunning@mercy.com>
Follow-up
2025-10-01 16:02
View Edit
Hi Richard, 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...
Quotes
New Quote
No quotes for this customer.
QBRs
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No QBRs scheduled.