SUMMA HEALTH SYSTEM

Customer ID: 000500

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

9/10

$0.00

September 2025

Activity Summary

November 17, 2025

Not scheduled


17

Activities

1

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 9/10 Last contact Nov 17, 2025 17 activities 1 quotes 1 QBRs
Insights
  • High health score of 9/10 indicates a positive relationship and satisfaction.
  • The customer has shown interest with one quote in the pipeline valued at $3,132.
  • Frequent email interactions suggest active engagement.
Risks
⚠️No quotes have been won yet, indicating potential challenges in closing deals.
⚠️The win rate is currently at 0%, which could affect future opportunities if not improved.
Opportunities
📈The open quote in the pipeline presents a chance to secure a win if properly nurtured.
📈Regular communication via emails can be leveraged to strengthen the relationship and address any barriers to closing the deal.
📈Conducting more QBRs could uncover additional needs and opportunities for expansion.
Contacts
AMANDA SIDWELL

sidwellm@summahealth.org

BRANDON DAVIS

davisbra@summahealth.org

DOROTHY JACKSON

jacksondo@summahealth.org

PENNY AGNER

AGNERP@SUMMAHEALTH.ORG

Sally Poorman

poormans@summahealth.org

Recent Activities
Log Activity
QBR action items follow up
Email
2025-11-17 21:04
View Edit
Hi Penny, Thanks so much for your time and all the valuable insights you shared today. It was great to get introduced and learn a little more about your lab. I attached our guide to making your o...
QBR booked for next MOnday
Email Completed
2025-11-13 19:04
View Edit
Hi Penny, Thanks for the reply! I sent out a calendar block for us to connect on Monday. Have a Great Weekend 😊 Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valen...
Your feedback helps shape what’s next at UTAK
Email Completed
2025-11-13 18:56
View Edit
Hi Sally, I hope you’re doing well! I’m reaching out to gather feedback directly from our customers on how our products are performing in real-world lab settings. Your experience and insights are in...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-11-13 18:52
View Edit
Hey Penny, I’m Andrew Hartmann, 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 ...
Your feedback helps shape what’s next at UTAK
Email Completed
2025-11-13 18:51
View Edit
Hi Dorothy, I hope you’re doing well! I’m reaching out to gather feedback directly from our customers on how our products are performing in real-world lab settings. Your experience and insights are ...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-11-13 18:04
View Edit
Hi Brandon, I’m Andrew Hartmann, 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...
Your feedback helps shape what’s next at UTAK
Email Completed
2025-11-13 18:03
View Edit
Hi Amanda, I hope you’re doing well! I’m reaching out to gather feedback directly from our customers on how our products are performing in real-world lab settings. Your experience and insights are i...
Added contact: Sally Poorman
Contact Management Completed
2025-11-13 17:57
View Edit
Added new contact: Sally Poorman, Email: poormans@summahealth.org
Added contact: PENNY AGNER
Contact Management Completed
2025-11-13 17:57
View Edit
Added new contact: PENNY AGNER, Email: AGNERP@SUMMAHEALTH.ORG
Added contact: DOROTHY JACKSON
Contact Management Completed
2025-11-13 17:57
View Edit
Added new contact: DOROTHY JACKSON, Email: jacksondo@summahealth.org
Added contact: BRANDON DAVIS
Contact Management Completed
2025-11-13 17:55
View Edit
Added new contact: BRANDON DAVIS, Email: davisbra@summahealth.org
Added contact: AMANDA SIDWELL
Contact Management Completed
2025-11-13 17:55
View Edit
Added new contact: AMANDA SIDWELL, Email: sidwellm@summahealth.org
QBR Invite Sent -poormans@summahealth.org
Email
2025-09-11 16:03
View Edit
Hello, 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 - AGNERP@SUMMAHEALTH.ORG
Email
2025-09-11 15:30
View Edit
Hello, 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 - jacksondo@summahealth.org
Email
2025-09-11 15:29
View Edit
Hi Dorthy, 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 - jacksondo@summahealth.org
Follow-up
2025-09-11 15:22
View Edit
Hi Dorthy, 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 - sidwellm@summahealth.org
Email
2025-09-11 15:15
View Edit
Hello 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 throug...
Open Quotes
1
Total Value
$3132
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
6049 ! $3132.00 Sent 30% 2025-12-15 2026-03-15 Expiring
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
0
Low Confidence (<40%)
1
Quarter Scheduled Status Completed Customer Sat
Q4 2025 2025-11-17 Completed - 10 Edit