VA MEDICAL CENTER OF IOWA

Customer ID: 058000

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

7/10

$0.00

September 2025

Activity Summary

October 28, 2025

Not scheduled

8

Activities

2

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 7/10 Last contact Oct 28, 2025 8 activities 2 quotes 1 QBRs
Insights
  • ✅The customer has a moderate health score of 7/10, indicating an average level of satisfaction.
  • ✅There have been consistent engagement efforts with multiple emails and conferences.
  • ✅Two quotes have been sent, but none have been won or lost yet.
Risks
⚠️The win rate is currently at 0%, highlighting a lack of successful conversions.
⚠️All quotes are still in the open pipeline, with no progress to closing deals.
Opportunities
📈Continued communication through emails and conferences could lead to potential deal closures.
📈Monitoring and strategic adjustments by the account manager could improve win outcomes.
Contacts

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Recent Activities
Log Activity
IFU request
Email
2025-10-28 18:05
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Hi Erin, Attached is the IFU requested. Thank You, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567.0667 P +1.888.UTAK.LAB F +...
QBR Reschedule attempt
Email
2025-09-17 08:23
View Edit
Hi Darcy, No problem at all — these things happen! I totally understand how easy it is for the day to get away from you. Let’s get a new time on the calendar so we can walk through those process...
QBR Missed and Follow up to reschedule sent - 'Dochterman, Darcy A.' <darcy.dochterman@va.gov>
Conference
2025-09-16 12:30
View Edit
Hi Darcy, I just wanted to follow up since we missed each other for today’s call. No worries — I know how busy things can get! We’d still love to walk you through the recent process updates we m...
QBR Booked!
Conference
2025-09-09 11:25
View Edit
9/16/25 - 12:00 PM with Dochterman, Darcy A. <darcy.dochterman@va.gov>
QBR Invite Sent - yashpal.agrawal@med.va.gov
Email
2025-09-09 09:44
View Edit
Hi Yashpal, 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 - Darcy.Grobstich@va.gov
Email
2025-09-09 09:39
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Hi Darcy, 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 th...
UTAK Updates That Could Help Simplify Things (CID: 058000) -Darcy.Dochterman@va.gov
Email
2025-09-09 09:35
View Edit
Hi Darcy, 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 th...
QBR Invite Sent - 'Kathleen.bain3@va.gov'
Email
2025-09-09 04:40
View Edit
Hi Kathleen, 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...
Quotes
New Quote
Open Quotes
2
Total Value
$10665
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
6053 ! $5471.00 Sent 30% 2025-12-17 2026-03-17 Expiring
6055 ! $5194.00 Sent 30% 2025-12-17 2026-03-17 Expiring
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
0
Low Confidence (<40%)
2
QBRs
Schedule QBR
Quarter Scheduled Status Completed Customer Sat
Q3 2025-09-16 Cancelled - - Edit