SOLANO COUNTY FORENSIC LAB

Customer ID: 46150

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$0.00

September 2025

Activity Summary

October 06, 2025

Not scheduled

10

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 06, 2025 10 activities 0 quotes 0 QBRs
Insights
  • ✅The customer has a perfect health score of 10/10, indicating strong satisfaction or engagement.
  • ✅Multiple new contacts were added recently, suggesting a potential change in personnel or expansion in the business relationship.
  • ✅Several emails were sent on the same day from a new account manager, indicating a proactive approach to relationship management.
Risks
⚠️There is currently a total value of $0.00, suggesting no active financial transactions or orders are being processed.
⚠️Despite the high health score, the lack of recent quotes could indicate missed sales opportunities or a need for product relevance reassessment.
Opportunities
📈Engage with the newly added contacts to understand their needs and tailor offerings accordingly.
📈Follow up on the QBR invitations to ensure attendance and leverage the opportunity for upselling or cross-selling.
📈Explore potential product or service offerings that align with the forensic lab's operations to initiate transactions.
Contacts
CYNTHIA SU

cpsu@solanocounty.com

DAN COLEMAN

DEColeman@SolanoCounty.com

DENISE LYONS

dlyons@solanocounty.com

MURIEL VICTORIA

mlvictoria@solanocounty.com

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-06 23:28
View Edit
Hello from UTAK: I’m Your New Account Manager I’m Raleigh Gallina, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about yo...
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-06 23:28
View Edit
I’m Raleigh Gallina, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK so far - what’...
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-06 23:27
View Edit
I’m Raleigh Gallina, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK so far - wha...
Added contact: MURIEL VICTORIA
Contact Management Completed
2025-10-06 23:26
View Edit
Added new contact: MURIEL VICTORIA, Email: mlvictoria@solanocounty.com
Added contact: DENISE LYONS
Contact Management Completed
2025-10-06 23:26
View Edit
Added new contact: DENISE LYONS, Email: dlyons@solanocounty.com
Added contact: DAN COLEMAN
Contact Management Completed
2025-10-06 23:26
View Edit
Added new contact: DAN COLEMAN, Email: DEColeman@SolanoCounty.com
UTAK
Email
2025-10-06 23:26
View Edit
I’m Raleigh Gallina, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK so far - what’...
Added contact: CYNTHIA SU
Contact Management Completed
2025-10-06 23:25
View Edit
Added new contact: CYNTHIA SU, Email: cpsu@solanocounty.com
QBR Invite Sent - dlyons@solanocounty.com
Email
2025-09-12 15:58
View Edit
Hello Denise, 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 yo...
QBR Invite Sent - mlvictoria@solanocounty.com
Email
2025-09-12 15:47
View Edit
Hello Muriel, 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 yo...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.