SANTA CLARA VALLEY HEALTH AND HOSPITAL

Customer ID: 46600

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

9/10

$583.00

September 2025

Activity Summary

September 16, 2025

Not scheduled

6

Activities

1

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 9/10 Last contact Sep 16, 2025 6 activities 1 quotes 0 QBRs Value $583
Insights
  • ✅The customer has a strong health score of 9/10, indicating satisfaction and engagement.
  • ✅The customer has a total value of $583.00, with all quotes successfully won.
  • ✅Recent activities are heavily email-focused, showing consistent communication.
Risks
⚠️No open pipeline suggests a lack of potential future deals currently being pursued.
⚠️Lack of diversity in communication methods; all recent activities are emails.
Opportunities
📈Maintain the high win rate by exploring new opportunities to expand the account.
📈Increase engagement through QBRs to strengthen the relationship further.
📈Diversify communication strategies beyond emails to enhance interaction quality.
Contacts
Valli Vairavan Primary

Toxicology Manager

Valli.Vairavan@hhs.sccgov.org

408-885-4689

Recent Activities
Log Activity
QBR Invite Sent - 'jeremy.lee01@hhs.sccgov.org'
Email
2025-09-16 11:04
View Edit
Hi Jeremy, 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 - 'penny.peng@hhs.sccgov.org'
Email
2025-09-16 10:52
View Edit
Hi Penny, 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 thro...
QBR Invite Sent - anna.loredo@hhs.sccgov.org
Email
2025-09-16 10:49
View Edit
Hello Anna, 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 - 'lupie.cruz@hhs.sccgov.org'
Email
2025-09-16 10:48
View Edit
Hi Lupie, 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 - 'valli.vairavan@hhs.sccgov.org'
Email
2025-09-16 10:46
View Edit
Hi Valli, 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...
I followed up to trigger it is time to reorder
Email Successful
2025-09-03 16:31
View Edit
We connected during voice of the customer and he advised he would be ready to reorder around this time. I had set a calendar reminder that triggered me to follow up yesterday. He replied today with ...
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5689 $583.00 Accepted — 2025-09-03 2025-12-02 —
QBRs
Schedule QBR

No QBRs scheduled.