UNIVERSITY OF MARYLAND MEDICAL SYSTEM

Customer ID: 54900

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

7/10

$0.00

September 2025

Activity Summary

September 18, 2025

Not scheduled

4

Activities

1

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 7/10 Last contact Sep 18, 2025 4 activities 1 quotes 0 QBRs
Insights
  • ✅The health score is moderately positive at 7/10.
  • ✅Recent activities have been predominantly email-based.
  • ✅There is one open quote valued at $1,565.00.
Risks
⚠️No quotes have been won, indicating a win rate of 0%.
⚠️Customer value is currently at 0.0, suggesting no financial engagement.
⚠️Lack of QBRs may limit strategic engagement and understanding of customer needs.
Opportunities
📈The open pipeline presents an opportunity to close a deal valued at $1,565.00.
📈Increasing engagement through diverse activities could improve customer interactions.
📈Strategically conducting QBRs could enhance relationship building and uncover additional needs.
Contacts
Marlon Roberts

Purchasing

marlonroberts@umm.edu

410-328-3704

Recent Activities
Log Activity
Updated PO's and confirming where to email orders
Email Completed
2025-09-18 19:09
View Edit
Thank you Marlon, Yes, moving forward please submit all PO’s to our team at support@utak.com. If you ever don’t get a reply after 48 hours feel free to reach out to me to follow up. Thank you...
They replied with PO's but need updated pricing to process.
Email Completed
2025-09-18 18:41
View Edit
Hi Robert, Thanks for the reply! Before our team can process these orders, can you please update them to 2025 pricing of $273.70 per pack? Once updated you can email orders to support@utak.com...
UTAK Updates That Could Help Simplify Things
Email Completed
2025-09-18 18:12
View Edit
Hello Marlon, 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...
Added contact: Marlon Roberts
Contact Management Completed
2025-09-18 18:11
View Edit
Added new contact: Marlon Roberts, Title: Purchasing, Email: marlonroberts@umm.edu, Phone: 410-328-3704
Quotes
New Quote
Open Quotes
1
Total Value
$1565
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5986 ! $1565.00 Sent 30% 2025-11-26 2026-02-24 Expiring
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
0
Low Confidence (<40%)
1
QBRs
Schedule QBR

No QBRs scheduled.