NORDX

Customer ID: 24300

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

7/10

$967.00

September 2025

Activity Summary

September 19, 2025

Not scheduled

7

Activities

2

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 7/10 Last contact Sep 19, 2025 7 activities 2 quotes 0 QBRs Value $967
Insights
  • ✅NORDX has a perfect win rate of 100% for the quotes closed, indicating a strong conversion capability.
  • ✅The customer has a relatively healthy score of 7/10, suggesting a stable relationship.
  • ✅All recent activities have been email-based, showing a potential preference for written communication.
Risks
⚠️All engagement has been through emails, which might limit deeper relationship building.
⚠️The account manager is listed as "House Account," indicating potential lack of personalized attention.
⚠️There is no recorded QBR (Quarterly Business Review), which could indicate missed opportunities for strategic discussions.
Opportunities
📈The open pipeline amount of $1,589.00 suggests potential for increased revenue if the deal closes.
📈Given the current win rate, there is a strong opportunity to continue converting open deals.
📈Assigning a dedicated account manager could enhance customer engagement and uncover additional needs.
Contacts

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Recent Activities
Log Activity
QBR Invite Sent -tuppes@mmc.org
Email
2025-09-19 14:48
View Edit
Hello Sue, 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 t...
QBR Invite Sent - nancy.markovsky@mainehealth.org
Email
2025-09-19 14:47
View Edit
Hi Nancy, 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 th...
QBR Invite Sent - 'desro@mmc.org'
Email
2025-09-19 14:44
View Edit
Hi Laurie, 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 t...
QBR Invite Sent - brinte@mmc.org
Email
2025-09-19 14:43
View Edit
Hi Ed, 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...
QBR Invite Sent - 'hobare@mmc.org'
Email
2025-09-19 14:42
View Edit
Hi Erin, 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 thr...
QBR Invite Sent - 'putzg@mmc.org'
Email
2025-09-19 14:33
View Edit
Hi Gene, 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 thr...
QBR Invite Sent - Higgins, Chase <chase.higgins@mainehealth.org>
Email
2025-09-19 14:31
View Edit
Hi Chase, 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 th...
Quotes
New Quote
Open Quotes
1
Total Value
$1589
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
6051 ! $1589.00 Sent 30% 2025-12-16 2026-03-16 Expiring
5654 $967.00 Accepted — 2025-08-21 2025-11-19 —
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
0
Low Confidence (<40%)
1
QBRs
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