COUNTY OF OCEAN

Customer ID: 10738

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 21, 2025

Not scheduled

6

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 21, 2025 6 activities 0 quotes 0 QBRs
Insights
  • ✅The customer has a perfect health score of 10/10, indicating strong satisfaction and engagement.
  • ✅Recent activities show a high level of communication on the same day, suggesting proactive account management.
  • ✅New contacts have been added, which may indicate organizational changes or expansion within the customer’s team.
Risks
⚠️The total value is currently $0.00, which could imply no recent transactions or purchases.
⚠️No recent quotes have been recorded, potentially indicating a lack of immediate interest or need for products/services.
Opportunities
📈The high engagement level and new account manager introduction present a chance to strengthen the relationship and explore potential needs.
📈Scheduling a Quarterly Business Review (QBR) could uncover new opportunities and areas for collaboration.
📈The addition of new contacts provides an opportunity to understand their roles and influence in purchasing decisions.
Contacts
AMY C. CRIST

ACrist@co.ocean.nj.us

MATTHEW WOODS

MWOOD@CO.OCEAN.NJ.US

Loretta Puff

lpuff@co.ocean.nj.us

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-21 14:04
View Edit
Hi Loretta, I’m Andrew Hartmann, 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 learn about your baseline experience with UTAK...
UTAK Updates That Could Help Simplify Things
Email Completed
2025-10-21 14:03
View Edit
Hello Matt, 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. We’d love to schedule a quick call to walk you t...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:01738)
Email Completed
2025-10-21 14:01
View Edit
Hi Amy, I hope you’re doing well! It’s hard to believe another quarter has flown by. I’d love to set up some time for our Quarterly Business Review so we can catch up and look ahead together. We...
Added contact: Loretta Puff
Contact Management Completed
2025-10-21 14:00
View Edit
Added new contact: Loretta Puff, Email: lpuff@co.ocean.nj.us
Added contact: MATTHEW WOODS
Contact Management Completed
2025-10-21 14:00
View Edit
Added new contact: MATTHEW WOODS, Email: MWOOD@CO.OCEAN.NJ.US
Added contact: AMY C. CRIST
Contact Management Completed
2025-10-21 14:00
View Edit
Added new contact: AMY C. CRIST, Email: ACrist@co.ocean.nj.us
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.