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
  • ✅Health score is moderate at 7/10, indicating stable but not exceptional engagement.
  • ✅Recent contact primarily involves sending QBR invites, suggesting ongoing communication.
  • ✅The last accepted quote matches the total value, implying potential alignment in service expectations.
Risks
⚠️Industry is unknown, which may hinder tailored service strategies and market-specific insights.
⚠️No recent interactions beyond QBR invites may lead to stagnation in relationship-building.
⚠️The upcoming quote is significantly higher than the previous accepted one, which could result in budget resistance or negotiation challenges.
Opportunities
📈Engage with additional personalized follow-ups post-QBR invites to strengthen relationships.
📈Clarify industry specifics to better align products/services with customer needs.
📈Explore upselling opportunities with the higher quoted value by highlighting added benefits or services.
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
Schedule QBR

No QBRs scheduled.