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
  • ✅Customer maintains a high health score of 9/10, indicating strong satisfaction and engagement.
  • ✅Recent activity includes multiple QBR invites sent to key contacts, suggesting proactive relationship management.
  • ✅Recent quote accepted for $583.00, showing recent purchasing activity and potential for ongoing business.
Risks
⚠️Industry information is unknown, which could limit tailored engagement strategies and risk assessments.
⚠️No interaction recorded between September 3 and September 16, a gap that might indicate a lack of ongoing communication outside scheduled activities.
Opportunities
📈High engagement through QBR invites presents an opportunity to further strengthen relationships and identify additional needs.
📈Successful quote acceptance suggests potential for upselling or cross-selling additional products or services.
📈Consider gathering industry-specific data to tailor offerings and communications more effectively.
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.