DOCTOR'S DATA INC

Customer ID: 12200

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 16, 2025

Not scheduled

8

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 16, 2025 8 activities 0 quotes 0 QBRs
Insights
  • ✅The customer has a perfect health score of 10/10, indicating satisfaction or stability.
  • ✅The customer value is currently 0.0, suggesting no active or past purchases.
  • ✅All recent activities are related to communication, with four emails and one contact management entry.
Risks
⚠️There are no quotes, open pipeline, or won deals, indicating a lack of sales activity or engagement.
⚠️A win rate of 0.0% suggests no successful transactions, potentially indicating disinterest or unmet needs.
Opportunities
📈The high health score presents an opportunity to initiate new sales activities or proposals.
📈Frequent communication suggests an open channel to explore potential needs or interest from the customer.
📈Developing a tailored strategy could convert the customer engagement into actual sales.
Contacts
ALEX JIMENEZ

AJIMENEZ@DOCTORSDATA.COM

630-377-8139 X163

DEAN BASS

dbass@doctorsdata.com

JACK MAGGIORE

jmaggior@doctorsdata.com

JOAN PARKER

jparker@doctorsdata.com

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-16 20:15
View Edit
Hello Joan, 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...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-16 20:14
View Edit
Hello Jack, 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
2025-10-16 20:13
View Edit
Hello Dean, 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:012200)
Email Completed
2025-10-16 20:12
View Edit
Hi Alex, 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. W...
Added contact: JOAN PARKER
Contact Management Completed
2025-10-16 20:11
View Edit
Added new contact: JOAN PARKER, Email: jparker@doctorsdata.com
Added contact: JACK MAGGIORE
Contact Management Completed
2025-10-16 20:10
View Edit
Added new contact: JACK MAGGIORE, Email: jmaggior@doctorsdata.com
Added contact: DEAN BASS
Contact Management Completed
2025-10-16 20:10
View Edit
Added new contact: DEAN BASS, Email: dbass@doctorsdata.com
Added contact: ALEX JIMENEZ
Contact Management Completed
2025-10-16 20:09
View Edit
Added new contact: ALEX JIMENEZ, Email: AJIMENEZ@DOCTORSDATA.COM, Phone: 630-377-8139 X163
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.