NORTHWESTERN MEMORIAL HOSPITAL

Customer ID: 100218

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$7077.00

September 2025

Activity Summary

December 04, 2025

Not scheduled


27

Activities

2

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Dec 04, 2025 27 activities 2 quotes 1 QBRs Value $7077
Insights
  • Northwestern Memorial Hospital has an excellent health score of 10/10.
  • The customer value is notably high at $7,077.
  • All recent activities have been email-based, indicating a preference or reliance on digital communication.
Risks
⚠️The win rate is currently at 50%, suggesting room for improvement in securing deals.
⚠️One quote was lost by a team member named Andrew, which could indicate a potential area for coaching or support.
Opportunities
📈There is potential to increase engagement beyond email, perhaps through calls or meetings, to strengthen the relationship.
📈With a high customer value and a win already secured, there might be opportunities for upselling or cross-selling.
📈Since recent quotes include both a rejection and an acceptance, analyzing the reasons for rejection could provide valuable insights for future pitches.
Contacts
Emma Melendez Scherer

emma.melendezscherer@nm.org

Recent Activities
Log Activity
Peth wont be ordered due to price
Email
2025-12-04 22:22
View Edit
Thanks for the update Emma, Please let us know how it goes. I am super interested in PEth (and trying to push for UTAK to make a stock product) I tagged Cheyenne from our marketing team into this ...
5756 follow up
Email
2025-12-04 20:52
View Edit
Hi Charlene, I hope pumpkin spice season is treating you well. I wanted to touch base with you on the serum quote we sent. When we last connected I thought it might be ordered but we haven’t seen...
5806 follow up
Email
2025-12-04 20:45
View Edit
Hey Emma, How has pumpkin spice season been treating you? I am currently conducting an EXP extension study on a pecan pie. I am +2 days past expiration and find a heavy layer of coolwhip has been...
Blood feedback and questions
Email Completed
2025-11-04 17:43
View Edit
Hi Melinda, Thanks for this update. We have a 250mL bottle on reserve for you with expiration of 9/30/2027. If all is good on your end, please complete the attached form and return it to approval...
RE: NMHC Purchase Order PO 3003158009 << Quote #5795 10.6.25>> ETA Update
Email
2025-10-22 21:54
View Edit
Dear Vendor, I am writing to you in seek of a confirmation for our attached order. I do not believe I received a confirmation. Nicola Roady Procurement Specialist Corporate Purchasing North...
RE: NMHC Purchase Order PO 3003158009 << Quote #5795 10.6.25>> ETA Update
Email
2025-10-22 21:54
View Edit
Hello Nicola, Thank you for your ETA request. Upon review, the purchase order submitted reflects only the sample line. For us to reserve both the full bottle and the sample, both items must be ...
5806 passing on discount offer for now
Email Completed
2025-10-17 13:53
View Edit
Thanks Emma, We appreciate the update and are standing by. Let us know when we can be of support. Cheers, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, C...
5806 we found a pricing error
Email Completed
2025-10-17 13:26
View Edit
Me again Emma, I hadn’t really looked at the pricing on this till you brought it up, but I noticed the pricing on the 2 pack option looked incorrect. I ran it by our team and confirmed there was a...
5808 lost due to pricing, offering discount
Email Completed
2025-10-16 20:41
View Edit
Hi Emma, Thank you so much for this update and feedback! I can totally get how cost is an issue. I’m curious if you can share a price point you think your team would move forward at? This inform...
5806 wants to see 2 pack option
Email Completed
2025-10-15 16:14
View Edit
Hi Emma, Sure thing! I’ll have this updated and get it over to you once completed. Thank you, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – ...
Sending 5806
Email Completed
2025-10-15 13:45
View Edit
Hi Emma, Thanks for your time reviewing this quote today, please find attached a copy for your review. Let us know any questions, concerns or changes you may want to make. Otherwise, if you are r...
Call to review 5806
Call Completed
2025-10-15 13:45
View Edit
Emma Melendez Scherer - October 15 VIEW RECORDING - 12 mins (No highlights): https://fathom.video/share/Kywtybn9eGGY8V1vYvxu_ich-svTdjpd --- 0:00 - Melendez Scherer, Emma (Northwestern Memorial...
Quote review meeting booked via calendly
Email Completed
2025-10-09 14:10
View Edit
The customer booked a meeting to review the quote via calendly
Trying to book a meeting to review quote 5806
Email Completed
2025-10-08 21:08
View Edit
Hi Emma, Our team has completed your quote. Can we set up a few mins to review together and answer any questions? You can book a time to connect here: https://calendly.com/ahartmann-utak/15-min-q...
Peth quote reqeusted
Email Completed Quote Requested
2025-10-06 17:35
View Edit
Hi Emma, Thanks for the update and information. I sent this in to our quoting team and will reach out if we have any follow up questions, otherwise I’ll let you know when this quote is ready for r...
Call action items completed
Email Completed
2025-10-06 13:46
View Edit
Hi Emma, Thanks for your time this morning. To recap, our team will be sending you a quote for our blank whole blood, with a Matrix Sample being sent first to test for approval. Once you get this...
Blood sample call, and possible Peth QC opportunity
Call Completed Quote Requested
2025-10-06 13:40
View Edit
Meeting with Northwestern Memorial HealthCare Emma Melendez Scherer October 06, 2025 • 7 mins • View Meeting ACTION ITEMS ✨ Upgrade to Premium to unlock AI generated action items ...
Meeting booked to discuss blood sample and which process they want
Email Completed
2025-10-03 19:28
View Edit
Thanks Emma! I look forward to connecting with you 😊 Thank you, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567.0667 P +1.888...
Added contact: Emma Melendez Scherer
Contact Management Completed
2025-10-03 17:31
View Edit
Added new contact: Emma Melendez Scherer, Email: emma.melendezscherer@nm.org
Reqeusted blood sample- trying to confirm if tied to order or not tied to order
Email
2025-10-03 17:31
View Edit
Hi Emma, Thanks for reaching out with this request! We are happy to send you a sample, but there is a few ways we can do this. It can be a bit of back and forth to figure out the right sample pro...
QBR Follow up and Catalog sent
Email
2025-10-03 08:50
View Edit
Hi Mateusz, Emma, and Megan, Thank you again for joining our call yesterday — it was great meeting you all! As promised, I’ve attached our catalog for your reference. You can also access the mee...
QBR Invite Sent - nicola.roady@nm.org
Email
2025-09-19 12:33
View Edit
Hi Nicole, 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 - 'Mateusz.Gornisiewicz@nm.org'
Email
2025-09-19 12:31
View Edit
Hi Matt, 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 - 'emma.melendezscherer@nm.org'
Email
2025-09-19 12:29
View Edit
Hi Emma, 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 - 'Kristen.kunstman@nm.org'
Email
2025-09-19 12:28
View Edit
Hi Kristen, 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 ...
QBR Invite Sent - maball@nm.org
Email
2025-09-19 12:26
View Edit
Hi Mark, 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 - 'absarup@nm.org'
Email
2025-09-19 00:22
View Edit
Hi Abhishek, 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...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5806 $7405.00 Rejected 2025-10-08 2026-01-06
5652 $7077.00 Accepted 2025-08-21 2025-11-19
Quarter Scheduled Status Completed Customer Sat
Q3 2025 2025-10-02 Completed 2025-10-02 10 Edit