NATHAN KLINE INSTITUTE

Customer ID: 31200

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

9/10

$1043.80

September 2025

Activity Summary

December 04, 2025

Not scheduled


14

Activities

1

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 9/10 Last contact Dec 04, 2025 14 activities 1 quotes 0 QBRs Value $1044
Insights
  • Health Score is strong at 9/10, indicating a satisfied and stable customer.
  • Customer value is substantial at $1043.8, reflecting successful account management.
  • The win rate is excellent at 100%, showing effective closure of opportunities.
Risks
⚠️All activities are centered around email communication, which may limit engagement depth.
⚠️No open pipeline or QBRs indicate potential stagnation in exploring new opportunities or strategies.
Opportunities
📈High customer value and win rate suggest potential for upselling or cross-selling.
📈Consider diversifying communication methods to deepen engagement.
📈Opportunity to initiate QBRs to strengthen relationship and uncover further needs.
Contacts
HAIGE ZHENG

PURCHASING AGENT

Haige.Zheng@omh.ny.gov

RAJ PATEL

Rajan.Patel@NKI.rfmh.org

SAILY SANCHEZ

PURCHASING

(845) 398-5407

SHEREEN KAMEL SAID

Consolidated Clinical Laboratory Manager

shereen.kamel@omh.ny.gov

914-359-1050 ;845-398-5564

Recent Activities
Log Activity
5966 follow up
Email
2025-12-04 20:33
View Edit
Hi Shereen, How has your holiday season been so far? I am currently conducting some EXP stability extensions on a pecan pie. I am +2 days past expiration but find a healthy coating of coolwhip is...
RE: CID# 100939 FW: Hello from UTAK: I’m Your New Account Manager - Quote 5808
Email
2025-10-21 23:22
View Edit
Hi Team, Attached is a PO for your further needful action please. Let me know anything else you required from our side. Thanks, Amit Kashyap | Sr. Manager - Accounting
Hello from UTAK: I’m Your New Account Manager
Email
2025-09-29 18:46
View Edit
Hi Raj: 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 so...
Hello from UTAK: I’m Your New Account Manager
Email
2025-09-29 18:46
View Edit
Hi Shereen: 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 UTA...
Hello from UTAK: I’m Your New Account Manager
Email
2025-09-29 18:45
View Edit
Hi Haige: 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
2025-09-29 18:45
View Edit
Hi Phil: 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 s...
Updated contact: SHEREEN KAMEL SAID
Contact Management Completed
2025-09-26 19:58
View Edit
Updated contact 'SHEREEN KAMEL SAID'. Changes: Name: 'SHEREEN KAMEL' → 'SHEREEN KAMEL SAID'; Title: 'None' → 'Consolidated Clinical Laboratory Manager'; Email: 'None' → 'shereen.kamel@omh.ny.gov'; Pho...
Added contact: SHEREEN KAMEL
Contact Management Completed
2025-09-26 19:57
View Edit
Added new contact: SHEREEN KAMEL, Phone: 914-359-1050
Added contact: SAILY SANCHEZ
Contact Management Completed
2025-09-26 19:57
View Edit
Added new contact: SAILY SANCHEZ, Title: PURCHASING, Phone: (845) 398-5407
Added contact: RAJ PATEL
Contact Management Completed
2025-09-26 19:57
View Edit
Added new contact: RAJ PATEL, Email: Rajan.Patel@NKI.rfmh.org
Added contact: PHIL MICHAELS
Contact Management Completed
2025-09-26 19:57
View Edit
Added new contact: PHIL MICHAELS, Email: michaels@nki.rfmh.org
Added contact: PHIL MICHAELS
Contact Management Completed
2025-09-26 19:56
View Edit
Added new contact: PHIL MICHAELS, Title: SUPERVISOR, Phone: 914-359-1050
Added contact: HAIGE ZHENG
Contact Management Completed
2025-09-26 19:56
View Edit
Added new contact: HAIGE ZHENG, Title: PURCHASING AGENT, Email: Haige.Zheng@omh.ny.gov
Following Up on 5558 & Planning Ahead (CID:0031200)
Email
2025-09-05 23:11
View Edit
Hello, I hope you’re doing well! I just wanted to follow up on Quote # 5558. I’ve re-attached the quote here for your convenience. If you have any questions or need to make adjustments—whether to p...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5558 $1043.80 Accepted 2025-07-23 2025-12-31

No QBRs scheduled.