BARRY UNIVERSITY

Customer ID: 101342

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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

October 29, 2025

Not scheduled

6

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 29, 2025 6 activities 0 quotes 0 QBRs
Insights
  • ✅Barry University has a perfect health score of 10/10, indicating strong satisfaction or engagement.
  • ✅There is no financial activity or transactions recorded, with a customer value of $0.00.
  • ✅The account is managed under "House Account," implying no dedicated account manager.
Risks
⚠️No quotes or pipeline activity suggests a lack of financial engagement or potential business development.
⚠️The win rate is 0.0%, indicating no successful transactions or conversions.
⚠️Absence of Quarterly Business Reviews (QBRs) might lead to missed opportunities for relationship building and strategic alignment.
Opportunities
📈Increased engagement through targeted communications could open avenues for business development.
📈Initiating QBRs might help in understanding the university's needs and crafting tailored solutions.
📈Assigning a dedicated account manager could enhance relationship management and identify potential opportunities.
Contacts
ZUZANA ZAJICKOVA

zzajickova@barry.edu

Jack Gasso

jgasso@barry.edu

Kimberley Simmons

Lab Manager

KiSimmons@barry.edu

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-29 14:35
View Edit
Hi Kimberley, I’m Andrew Hartmann, 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 experience with UT...
UTAK Updates That Could Help Simplify Things
Email Completed
2025-10-29 14:34
View Edit
Hey Jack, 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 thr...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:101342)
Email Completed
2025-10-29 14:32
View Edit
Hi Zuzana, I hope you’re doing well! It’s hard to believe another quarter has flown by. I’d love to set up some time for our Quarterly Business Review so we can catch up and look ahead together. ...
Added contact: Kimberley Simmons
Contact Management Completed
2025-10-29 14:23
View Edit
Added new contact: Kimberley Simmons, Title: Lab Manager, Email: KiSimmons@barry.edu
Added contact: Jack Gasso
Contact Management Completed
2025-10-29 14:21
View Edit
Added new contact: Jack Gasso, Email: jgasso@barry.edu
Added contact: ZUZANA ZAJICKOVA
Contact Management Completed
2025-10-29 14:20
View Edit
Added new contact: ZUZANA ZAJICKOVA, Email: zzajickova@barry.edu
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.