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
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AI Insights
LLM-generated; verify before action. Refresh
Health 5/10 Last contact Sep 09, 2025 5 activities 0 quotes 0 QBRs
Insights
  • ✅University of North Carolina has a health score of 5/10, indicating a neutral standing with room for improvement.
  • ✅There have been no recent quotes, suggesting a lack of active sales discussions or proposals.
  • ✅The last engagement was on September 9, 2025, involving invitations to a QBR (Quarterly Business Review), indicating ongoing communication efforts.
Risks
⚠️The total value is $0.00, which implies no current financial transactions or commitments with the customer.
⚠️The health score indicates potential dissatisfaction or disengagement that could lead to losing the customer if not addressed.
Opportunities
📈Recent QBR invite emails suggest a chance to re-engage and potentially upgrade the relationship during the review.
📈Identifying specific needs or challenges during the QBR could open avenues for tailored solutions and future business opportunities.
📈Enhancing communication frequency and quality post-QBR could improve the health score and foster a stronger partnership.
Contacts

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Recent Activities
Log Activity
QBR Invite Sent - sofia.lazo@unchealth.unc.edu
Email
2025-09-09 13:40
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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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