UNIVERSITY OF CALIFORNIA SAN FRANCISCO

Customer ID: 046500

Edit Customer Back to Customers
Customer Information

Not specified

Research and Academic Institutions

Current/In-Business

Not specified

House Account

10/10

$5956.21

September 2025

Activity Summary

November 04, 2025

Not scheduled


37

Activities

2

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 04, 2025 37 activities 2 quotes 0 QBRs Value $5956
Insights
  • The University of California San Francisco has a perfect health score of 10/10.
  • The total customer value is $5,956.21 with a 100% win rate on quotes.
  • All recent quotes have been accepted, indicating strong satisfaction with proposals.
Risks
⚠️There is no open pipeline, suggesting a lack of future opportunities currently being pursued.
⚠️The absence of QBRs could indicate missed opportunities for deeper engagement and strategic discussions.
Opportunities
📈Given the high win rate, there may be potential to expand the relationship and explore additional service offerings.
📈Regular QBRs could be initiated to strengthen the partnership and identify new needs or projects.
📈Leveraging the positive track record could help in cross-selling or upselling related products/services.
Contacts
John Ochoa

John.Ochoa2@ucsf.edu

Recent Activities
Log Activity
5566 and 5567 expiration updated sent
Email Completed
2025-11-04 18:28
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Hi John, Attached are the updated quotes with extended expiration dates. You are all set to place this order. Let me know if I can be of any support. Thank you,
5566 and 5567 are planning to be ordered
Email Completed
2025-11-04 14:27
View Edit
Hi John, Thanks for the update! We will have expiration extended and send back the quotes once completed so you may order. I should have these later today or tomorrow at the latest. Thank you,...
RE: UTAK Labs QTOF quote follow up 5566 and 5567
Email Completed
2025-10-31 19:39
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Happy Fri-Yeah John, How is the new machine install going? Wanted to give you a heads up these quotes have passed expiration. Do you have an update when you plan to order? I can work on getting ...
5566 and 5567 planning to order, asking ??'s
Email Completed
2025-10-15 17:01
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Hi John, Thanks for the update! I hope the new machine install goes smoothly. These are custom QC so we don’t start making them until you have ordered them. Expiration date will be a full 30 m...
Quote 5566 and 5567 follow up
Email Completed
2025-10-14 16:35
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Hi John, How is the start of pumpkin spice season treating you? I wanted to touch base on the attached quotes we sent for some custom QC options to see what your thoughts are. Do you plan to orde...
Added contact: John Ochoa
Contact Management Completed
2025-10-14 16:34
View Edit
Added new contact: John Ochoa, Email: John.Ochoa2@ucsf.edu
Following Up & Planning Ahead
Email
2025-09-08 09:08
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Hi John, I hope you’re doing well! I just wanted to follow up on Quotes 5566 and 5567. I’ve re-attached the quote here for your convenience. If you have any questions or need to make adjustments—wh...
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:40
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Spencer.Martin@ucsf.edu
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:40
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stacey.williams@ucsf.edu
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:40
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Thomas.Lin@ucsf.edu
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:40
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susan.gross@ucsf.edu
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:40
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Zandale.Pulido@ucsf.edu
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:39
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matthew.friesen@ucsf.edu
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:39
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RADEK.ABARCA@UCSF.EDU
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:39
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roy.gerona@ucsf.edu
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:39
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Roxana.Valdivia@ucsf.edu
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:39
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RYK.SHEPPARD@UCSF.EDU
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:39
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Shannon.kastner@ucsf.edu
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:38
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UCSFSCIQUEST@GMAIL.COM
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:38
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JONATHAN.MELAMED@UCSF.EDU
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:38
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katherine.chen@ucsf.edu
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:38
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lori.pham@ucsf.edu
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:38
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MargaretRose.Baniqued@ucsf.edu
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:37
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David.Aguilar2@ucsf.edu
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:37
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DOROTHY.SHULL@UCSF.EDU
QBR Template
Email
2025-09-05 22:37
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Ochoa, John <john.ochoa2@ucsf.edu>
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:37
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emilio.mejia@ucsf.edu
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:37
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evan.teal@ucsf.edu
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:37
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HOWARD.HORNG@UCSF.EDU
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:36
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alia.sovereign@ucsf.edu
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:36
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ALEXANDER.OLSON@UCSF.EDU
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:36
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allison.lee3@uscf.edu
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:36
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ANDREW.RECKERS@UCSF.EDU
UTAK Updates That Could Help Simplify Things
Email
2025-09-05 22:35
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Alex.Jung@ucsf.edu 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 ...
Info Forwarded to Purchasing Team
Email
2025-09-03 20:37
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Baniqued, Margaret Rose <MargaretRose.Baniqued@ucsf.edu> I’ve forwarded your contact information to the Purchasing Team. Thanks, Margaret
Appropriate Contact
Email
2025-09-03 17:22
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Alex Jung, MT (ASCP), CLS Clinical Lab Scientist Specialist- Special Chemistry UCSF at Zuckerberg San Francisco General Hospital 1001 Potrero Ave., Bldg 5, Room 2M24 San Francisco, CA 94110 Joh...
QBR Outreach
Email
2025-09-02 22:51
View Edit
Outreach to Book a Meeting Alex.Jung@ucsf.edu alia.sovereign@ucsf.edu (Inactive) ALEXANDER.OLSON@UCSF.EDU (inactive) allison.lee3@uscf.edu ANDREW.RECKERS@UCSF.EDU (Inactive) David.Aguilar2@ucsf....
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5667 $3354.47 Accepted 2025-07-28 2025-10-26
5566 $2601.74 Accepted 2025-07-28 2025-10-26

No QBRs scheduled.