GEISINGER SYSTEM SERVICES

Customer ID: 15900

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

9/10

$4958.00

September 2025

Activity Summary

December 04, 2025

Not scheduled

8

Activities

1

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 9/10 Last contact Dec 04, 2025 8 activities 1 quotes 0 QBRs Value $4958
Insights
  • ✅GEISINGER SYSTEM SERVICES has a high health score of 9/10, indicating strong customer satisfaction.
  • ✅The customer value is significant at $4,958, reflecting a strong relationship.
  • ✅All recent quotes have been accepted, showing a high level of engagement and satisfaction.
Risks
⚠️There is no open pipeline, suggesting a potential risk of no immediate future deals or expansion.
⚠️QBR (Quarterly Business Review) count is at 0, which may indicate a lack of regular strategic engagement.
Opportunities
📈High win rate of 100% indicates potential for future successful engagements and upselling.
📈The customer’s consistent interaction through emails suggests opportunities for further engagement and relationship building through personalized communication.
📈Potential to introduce QBRs to strengthen strategic alignment and uncover additional business opportunities.
Contacts
Shawn coleman

skcoleman@geisinger.edu

AMANDA WITMER

No longer in lab, not a good lab contact but did reply

aswitmer1@geisinger.edu

None

Recent Activities
Log Activity
QUote request submitted
Email
2025-12-04 19:33
View Edit
Hi Morgan, Thanks for sending this over. We have submitted this for update with our quoting team and will send it back to you once completed. This is usually 1-3 business days. Thank you,
clarifying details for reorder.
Email
2025-12-03 22:40
View Edit
Hi Margaret, Thanks for reaching out for support with this request. I unfortunately did not receive the excel file you sent with your updated panel. I attached the prior quote for reference. Can...
Updated contact: AMANDA WITMER
Contact Management Completed
2025-10-14 20:24
View Edit
Updated contact 'AMANDA WITMER'. Changes: Title: 'None' → 'No longer in lab, not a good lab contact but did reply '; Phone: 'None' → 'None'
She forwarded me on
Email
2025-10-14 20:24
View Edit
You Rock Mandy! Thanks for the reply and assist in forwarding 😊 Have a great day, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-14 18:52
View Edit
Hello Amanda, 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 UT...
Added contact: AMANDA WITMER
Contact Management Completed
2025-10-14 18:51
View Edit
Added new contact: AMANDA WITMER, Email: aswitmer1@geisinger.edu
UTAK Labs- Scheduling Our Quarterly Business Review (CID:015900)
Email Completed
2025-10-14 18:51
View Edit
Hi Shawn, 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. ...
Added contact: Shawn coleman
Contact Management Completed
2025-10-14 18:49
View Edit
Added new contact: Shawn coleman, Email: skcoleman@geisinger.edu
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
6042 $4958.00 Accepted — 2025-12-12 2026-03-12 —
QBRs
Schedule QBR

No QBRs scheduled.