KAISER FOUNDATION OF BERKELEY

Customer ID: 21425

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

Raleigh

9/10

$0.00

September 2025

Activity Summary

December 02, 2025

Not scheduled


15

Activities

0

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 9/10 Last contact Dec 02, 2025 15 activities 0 quotes 0 QBRs
Insights
  • High health score of 9/10, indicating strong customer satisfaction and engagement.
  • Multiple recent contacts added, suggesting an expanding network and potential for new opportunities.
  • Recent communications primarily consist of introductory emails from a new account manager, highlighting a transition phase in account management.
Risks
⚠️No recorded total value, possibly indicating a lack of financial transactions or revenue generation.
⚠️Industry is unknown, which may hinder the ability to tailor specific strategies or offerings.
⚠️Potential over-reliance on email communication without other engagement forms could limit relationship depth.
Opportunities
📈New account manager could leverage fresh relationships to explore unmet needs and propose tailored solutions.
📈Opportunity to convert high engagement and satisfaction into financial transactions or value generation.
📈Consider investigating the industry to provide more tailored and industry-specific services or products.
Contacts
HOWARD HORN

R&D

Howard.T.Horng@kp.org

JULIA DREES

JULIA.C.DREES@KP.ORG

NANDU CHINDARKAR

nandkishor.s.chindarkar@kp.org

SARAH SUGARTS

SARAH.B.SHUGARTS@KP.ORG

Recent Activities
Log Activity
Turkey-Day check in
Email
2025-12-02 19:46
View Edit
Hey Howard, I hope you had a wonderful holiday weekend! As I am sitting here having a slice of pecan pie, I figured rather than the standard check-in messaging, I would see what your favorite holi...
RE: Hello from UTAK: I’m Your New Account Manager
Email
2025-09-26 22:35
View Edit
Hi Howard, Happy Friday! Pleasure to meet you, and really appreciate the connection. We are here at the ready whenever you need to order. If it’s not too much to ask, would I be able to get some...
RE: Hello from UTAK: I’m Your New Account Manager
Email
2025-09-26 22:29
View Edit
Hi Raleigh, I do not have the need for any UTAK products at this point. I will contact you when I do. Howard
Hello from UTAK: I’m Your New Account Manager
Email
2025-09-25 23:05
View Edit
Hi Wayne: I’m Raleigh Gallina, 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
2025-09-25 23:04
View Edit
Hi Julia: I’m Raleigh Gallina, 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
2025-09-25 23:04
View Edit
Hi Nandu: I’m Raleigh Gallina, 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
2025-09-25 23:04
View Edit
Hi Randy: I’m Raleigh Gallina, 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
2025-09-25 23:04
View Edit
Hi Sarah: I’m Raleigh Gallina, 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
2025-09-25 23:03
View Edit
Hi Howard: I’m Raleigh Gallina, 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...
Added contact: WAYNE BALLARD
Contact Management Completed
2025-09-25 22:54
View Edit
Added new contact: WAYNE BALLARD, Email: wayne.n.ballard@kp.org
Added contact: SARAH SUGARTS
Contact Management Completed
2025-09-25 22:54
View Edit
Added new contact: SARAH SUGARTS, Email: SARAH.B.SHUGARTS@KP.ORG
Added contact: RANDY CHANG
Contact Management Completed
2025-09-25 22:54
View Edit
Added new contact: RANDY CHANG, Email: randall.b.chang@kp.org
Added contact: NANDU CHINDARKAR
Contact Management Completed
2025-09-25 22:54
View Edit
Added new contact: NANDU CHINDARKAR, Email: nandkishor.s.chindarkar@kp.org
Added contact: JULIA DREES
Contact Management Completed
2025-09-25 22:54
View Edit
Added new contact: JULIA DREES, Email: JULIA.C.DREES@KP.ORG
Added contact: HOWARD HORN
Contact Management Completed
2025-09-25 22:53
View Edit
Added new contact: HOWARD HORN, Title: R&D, Email: Howard.T.Horng@kp.org
No quotes for this customer.

No QBRs scheduled.