UNIVERSITY OF NORTH CAROLINA

Customer ID: 101235

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Customer Information

Not specified

Not specified

Closed

Not specified

⚠️ Unassigned

5/10

$0.00

September 2025

Activity Summary

September 09, 2025

Not scheduled

5

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 5/10 Last contact Sep 09, 2025 5 activities 0 quotes 0 QBRs
Insights
  • ✅The customer currently has no account manager assigned.
  • ✅All recent activities have been email communications.
  • ✅There are no recent quotes or open pipelines.
Risks
⚠️The health score of 5/10 indicates a neutral to slightly negative relationship.
⚠️The customer value is 0.0, suggesting no current business or revenue generation.
⚠️A win rate of 0.0% and no closed deals may imply disengagement or lack of interest.
Opportunities
📈Assigning an account manager could help improve engagement and identify needs.
📈Increasing the variety of interactions beyond emails may strengthen the relationship.
📈Conducting a Quarterly Business Review (QBR) could uncover potential areas for collaboration.
Contacts

No contacts added yet. Click "Add Contact" to get started.

Recent Activities
Log Activity
QBR Invite Sent - sofia.lazo@unchealth.unc.edu
Email
2025-09-09 13:40
View Edit
Hello Sofia, 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...
QBR Invite Sent - 'msokolsk@email.unc.edu'
Email
2025-09-09 13:39
View Edit
Hello Marina, 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 - bridann@email.unc.edu
Email
2025-09-09 13:36
View Edit
Hello Bridget, 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 y...
QBR Invite Sent - emily.Leese@unchealth.unc.edu <emily.leese@unchealth.unc.edu>
Email
2025-09-09 13:36
View Edit
Hello Emily, 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...
QBR Invite Sent - Samuel.Mason@unchealth.unc.edu <samuel.mason@unchealth.unc.edu>
Email
2025-09-09 13:26
View Edit
Hello Samuel, 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
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QBRs
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