LAC/USC MEDICAL CENTER

Customer ID: 22150

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$953.40

September 2025

Activity Summary

November 07, 2025

Not scheduled

12

Activities

1

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 07, 2025 12 activities 1 quotes 0 QBRs Value $953
Insights
  • ✅The customer has a perfect health score of 10/10, indicating high satisfaction and engagement.
  • ✅LAC/USC MEDICAL CENTER has a high customer value of 953.4.
  • ✅The account is classified under a "House Account," suggesting central management.
  • ✅All recent quotes have been accepted, demonstrating strong alignment with customer needs.
Risks
⚠️There is no open pipeline, indicating potential lack of future engagements or opportunities.
⚠️The account manager is "Unassigned," which could lead to potential oversight or missed relationship-building opportunities.
⚠️High frequency of emails could suggest over-reliance on email communication, possibly lacking personal interaction.
Opportunities
📈The perfect win rate of 100% provides a strong foundation to deepen the relationship and potentially upsell or cross-sell.
📈Assigning a dedicated account manager might improve personalized customer service and identify additional opportunities.
📈Introducing QBRs (Quarterly Business Reviews) could enhance strategic alignment and uncover further business potential.
Contacts
Sophia Olvera

solvera@dhs.lacounty.gov

Artimis Avanesian

aavanesian@dhs.lacounty.gov

DEM BRUCAL

DBRUCAL2@DHS.LACOUNTY.GOV

KEVIN SOTO

KSoto@dhs.lacounty.gov

ROBERT MONTGOMERY

rmontgomery@dhs.lacounty.gov

Recent Activities
Log Activity
Your feedback helps shape what’s next at UTAK
Email Completed
2025-11-07 21:40
View Edit
Hi Robert, I hope you’re doing well! I’m reaching out to gather feedback directly from our customers on how our products are performing in real-world lab settings. Your experience and insights are i...
Quick optimization review to streamline your process?
Email Completed
2025-11-07 21:37
View Edit
Hi Kevin, I hope you’re doing well! As we head into autumn, I’ve been taking some time to connect with our partners to make sure they’re getting the most value out of their UTAK products and workflow...
Your feedback helps shape what’s next at UTAK
Email Completed
2025-11-07 21:36
View Edit
Hey Dem, I hope you’re doing well! I’m reaching out to gather feedback directly from our customers on how our products are performing in real-world lab settings. Your experience and insights are inc...
Your feedback helps shape what’s next at UTAK
Email Completed
2025-11-07 21:35
View Edit
Hi Sophia, I hope you’re doing well! I’m reaching out to gather feedback directly from our customers on how our products are performing in real-world lab settings. Your experience and insights are i...
Quick optimization review to streamline your process?
Email Completed
2025-11-07 21:35
View Edit
Hi Artimis, I hope you’re doing well! As we head into autumn, I’ve been taking some time to connect with our partners to make sure they’re getting the most value out of their UTAK products and workfl...
Added contact: ROBERT MONTGOMERY
Contact Management Completed
2025-11-07 21:33
View Edit
Added new contact: ROBERT MONTGOMERY, Email: rmontgomery@dhs.lacounty.gov
Added contact: KEVIN SOTO
Contact Management Completed
2025-11-07 21:33
View Edit
Added new contact: KEVIN SOTO, Email: KSoto@dhs.lacounty.gov
Added contact: DEM BRUCAL
Contact Management Completed
2025-11-07 21:32
View Edit
Added new contact: DEM BRUCAL, Email: DBRUCAL2@DHS.LACOUNTY.GOV
Added contact: Artimis Avanesian
Contact Management Completed
2025-11-07 21:32
View Edit
Added new contact: Artimis Avanesian, Email: aavanesian@dhs.lacounty.gov
Added contact: Sophia Olvera
Contact Management Completed
2025-11-07 21:32
View Edit
Added new contact: Sophia Olvera, Email: solvera@dhs.lacounty.gov
Following Up & Planning Ahead (CID:022150)
Follow-up
2025-09-08 23:10
View Edit
Hi LAC/USC Medical Center Team, I hope you’re doing well! I just wanted to follow up on Quote 5601. I’ve re-attached the quote here for your convenience. If you have any questions or need to make a...
UTAK Updates That Could Help Simplify Things
Email
2025-09-03 22:57
View Edit
Hi Dem: 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 throu...
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5601 $953.40 Accepted — 2025-08-07 2025-12-31 —
QBRs
Schedule QBR

No QBRs scheduled.