WESTERN MICHIGAN UNIVERSITY SCHOOL OF MEDICINE

Customer ID: 100846

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$0.00

September 2025

Activity Summary

September 30, 2025

Not scheduled


17

Activities

0

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Sep 30, 2025 17 activities 0 quotes 0 QBRs
Insights
  • The health score is excellent at 10/10, indicating strong engagement or satisfaction.
  • Recent communications predominantly involve email exchanges, suggesting active engagement.
  • New account manager has been introduced, with multiple emails sent to establish contact with key individuals.
Risks
⚠️Total value is currently $0.00, indicating no financial transactions or orders have been placed.
⚠️Lack of recent quotes may suggest potential disinterest or unmet needs not being addressed.
Opportunities
📈Introducing new products or services that align with the resources discussed (volatiles, lead, fentanyl analogues) could convert interest into sales.
📈Strengthening relationships with contacts like Prentiss Jones and Paul Moorman could lead to future business opportunities.
📈Potential to schedule a follow-up meeting post-email introductions to explore specific needs and how they can be met.
Contacts
PAUL MOORMAN

None

PAUL.MOORMAN@wmed.edu

None

PRENTISS JONES Primary

None

PRENTISS.JONES@wmed.edu

None

Recent Activities
Log Activity
Prentiss Jones - September 30
Email
2025-09-30 18:49
View Edit
Prentiss Jones - September 30 VIEW RECORDING: https://fathom.video/share/LXtfMhapsx_mNUmu5BxDAmh28wGw5w2j Introductions and small talk @ 0:00 The meeting began with Raleigh and Prentiss catching ...
Great connecting—resources for volatiles, lead & fentanyl analogues
Email
2025-09-30 18:35
View Edit
Hi Prentiss, It was such a pleasure connecting with you today! I really enjoyed our conversation and appreciated the opportunity to discuss areas like fentanyl analogues, lead, and volatiles. As...
RE: Hello from UTAK: I’m Your New Account Manager
Email
2025-09-29 21:46
View Edit
Paul Moorman reacted to your message: *thumbs up emoji*
RE: Hello from UTAK: I’m Your New Account Manager
Email
2025-09-29 20:18
View Edit
Hi Paul, Happy Monday! Thank you for the information – and wishing you and the team all your best in your continued success. Wishing you a pleasant week~ Raleigh
Re: Hello from UTAK: I’m Your New Account Manager
Email
2025-09-29 20:17
View Edit
Hi Raleigh, We have not had a need for commercial controls materials for several years now since we lost our only clinical client. So I will not be reaching out at this time. Thank you. Paul Paul...
Updated contact: PAUL MOORMAN
Contact Management Completed
2025-09-22 21:03
View Edit
Updated contact 'PAUL MOORMAN'. Changes: Title: 'None' → 'None'; Email: 'PAUL.MOORMAN@MED.WMICH.EDU' → 'PAUL.MOORMAN@wmed.edu'; Phone: 'None' → 'None'
Hello from UTAK: I’m Your New Account Manager
Email
2025-09-22 21:03
View Edit
[different email] Good afternoon, Prentiss: I’m Raleigh Gallina, and I’m excited to introduce myself as your new account manager at UTAK. I actually got the chance to meet you in person this year...
Hello from UTAK: I’m Your New Account Manager
Email
2025-09-22 21:03
View Edit
[different email] Good afternoon, Paul: I’m Raleigh Gallina, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your...
Updated contact: PRENTISS JONES
Contact Management Completed
2025-09-22 21:02
View Edit
Updated contact 'PRENTISS JONES'. Changes: Email: 'PRENTISS.JONES@MED.WMICH.EDU' → 'PRENTISS.JONES@wmed.edu'
Hello from UTAK: I’m Your New Account Manager
Email
2025-09-22 20:54
View Edit
Good afternoon, Prentiss: I’m Raleigh Gallina, and I’m excited to introduce myself as your new account manager at UTAK. I actually got the chance to meet you in person this year at MATT! I’d lo...
Hello from UTAK: I’m Your New Account Manager
Email
2025-09-22 20:53
View Edit
Good afternoon, Paul: I’m Raleigh Gallina, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experienc...
Updated contact: PRENTISS JONES
Contact Management Completed
2025-09-22 20:51
View Edit
Updated contact 'PRENTISS JONES'. Changes: Title: 'None' → 'None'; Phone: 'None' → 'None'; Primary Contact: False → True
Added contact: PRENTISS JONES
Contact Management Completed
2025-09-22 20:50
View Edit
Added new contact: PRENTISS JONES, Email: PRENTISS.JONES@MED.WMICH.EDU
Added contact: PAUL MOORMAN
Contact Management Completed
2025-09-22 20:50
View Edit
Added new contact: PAUL MOORMAN, Email: PAUL.MOORMAN@MED.WMICH.EDU
QBR Invite Sent
Email
2025-09-08 12:48
View Edit
'darcie.plummer@med.wmich.edu'
QBR Invite Sent
Email
2025-09-08 12:44
View Edit
william.fales@med.wmich.edu
UTAK Updates That Could Help Simplify Things
Email
2025-09-08 12:41
View Edit
Hi Paul, 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 thro...
No quotes for this customer.

No QBRs scheduled.