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 strong satisfaction and engagement.
  • ✅Multiple recent attempts to book a Quarterly Business Review (QBR) suggest active engagement and interest in maintaining a business relationship.
Risks
⚠️Despite high engagement, the total value remains at $0.00, indicating no recent sales or financial transactions.
⚠️The industry is unknown, which could hinder tailored strategies and communication.
Opportunities
📈Leverage the high health score to convert engagement into sales or service agreements.
📈Utilize recent QBR booking attempts to deepen the relationship and understand customer needs better.
📈Identify and explore potential service or product offerings that align with the customer's interests and industry.
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
Schedule QBR

No QBRs scheduled.