MEDINICS

Customer ID: 101335

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$3853.54

September 2025

Activity Summary

December 03, 2025

Not scheduled

11

Activities

8

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Dec 03, 2025 11 activities 8 quotes 0 QBRs Value $3854
Insights
  • ✅The customer has a perfect health score of 10/10, indicating strong satisfaction or engagement.
  • ✅Customer value is $3,853.54 from won quotes, contributing to the overall revenue.
  • ✅The win rate is 33.3%, with 2 out of 6 closed quotes won.
  • ✅Recent interactions have been primarily through email communication.
Risks
⚠️The account is managed as a "House Account" with no dedicated account manager, which might limit personalized attention.
⚠️4 out of 8 quotes were lost, accounting for a lost value of $8,421.34.
⚠️No Quarterly Business Reviews (QBRs) have been conducted, which could lead to missed insights or relationship-building opportunities.
Opportunities
📈There are 2 open pipeline quotes valued at $7,982.00, presenting potential for conversion.
📈Assigning a dedicated account manager could enhance personalized service and possibly improve the win rate.
📈Conducting QBRs could provide more strategic engagement and uncover additional business opportunities.
Contacts
Dr. Ravindran Raman

ravindran@medinics.com

Recent Activities
Log Activity
Sending quotes
Email
2025-12-03 20:38
View Edit
Hi Peter, Attached are the quotes for the requested items with complete design info. Once you get back to us with the details on Benzo we will get that quoted. Let me know if you have any questio...
More clarification needed
Email
2025-12-03 14:40
View Edit
Hi Peter, Thank you for the additional information. We can update quotes for 2 of the 3 requested. The last one we will need additional information to quote, see below. 1) UDS 1 & 2 F MED...
Clarifying questions
Email
2025-12-01 19:06
View Edit
Hi Peter, I hope you are well. We got your request but are not certain what part you are looking for. If this is something specific you have previously purchased or if you are looking to buy a ne...
Re: We’d really value your feedback on our quote
Email
2025-11-13 19:55
View Edit
Dear Raleigh, Good day Thanks for email and gentle reminder . Our customer is interested to purchase but budget for next early year purchase . We also facing some internal challenges that we di...
Re: We’d really value your feedback on our quote
Email
2025-11-13 19:51
View Edit
Dear Raleigh, Good day Thanks for email and gentle reminder . Our customer is interested to purchase but budget for next early year purchase . We also facing some internal challenges that we di...
Re: We’d really value your feedback on our quote
Email
2025-11-13 19:38
View Edit
Good afternoon, I just wanted to check in and see if you’ve had a chance to review the quote we sent over. We’d really value any feedback you might have - whether it’s about pricing, the details w...
Re: We’d really value your feedback on our quote
Email
2025-11-13 19:38
View Edit
Dear Raleigh, Good day Thanks for email and gentle reminder . Our customer is interested to purchase but budget for next early year purchase . We also facing some internal challenges that we di...
RE: UTAK Labs quote follow up 5683
Email Completed
2025-10-31 16:33
View Edit
Hello Dr. Raman, I wanted to circle back with you regarding the attached quote. DO you have an update if you plan to order this or not? Any feedback you can share is greatly appreciated. Thank...
quote 5683 follow up
Follow-up Completed
2025-10-13 19:55
View Edit
Hello Dr. Raman, I hope you are well. I wanted to follow up with you regarding the attached quote we sent for a custom version of our DAU controls to see if you planned to order? Any feedback you...
Added contact: Dr. Ravindran Raman
Contact Management Completed
2025-10-13 19:54
View Edit
Added new contact: Dr. Ravindran Raman, Email: ravindran@medinics.com
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 21:37
View Edit
ravindran@medinics.com Hi Ravindran, 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 ...
Quotes
New Quote
Open Quotes
2
Total Value
$7982
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
6000 ! $5071.00 Sent 30% 2025-12-03 2026-03-03 Expiring
5998 ! $2911.00 Sent 30% 2025-12-03 2026-03-03 Expiring
5649 $2008.66 Rejected — 2025-08-20 2025-11-18 —
5648 $2019.54 Accepted — 2025-08-20 2025-11-18 —
5649 $1468.00 Rejected — 2025-08-20 2025-11-18 —
5648 $1834.00 Accepted — 2025-08-20 2025-11-18 —
5683 $2472.34 Rejected — 2025-09-02 2025-12-01 —
5683 $2472.34 Rejected — 2025-09-02 2025-12-01 —
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
0
Low Confidence (<40%)
2
QBRs
Schedule QBR

No QBRs scheduled.