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 engagement and satisfaction.
  • ✅Multiple contacts have been added recently, suggesting an expansion or restructuring of their team.
  • ✅Recent communication is focused on relationship building and updates, indicating proactive account management.
Risks
⚠️Despite the high health score, the total value remains at $0.00, which might indicate a lack of financial transactions or purchases.
⚠️The industry is unknown, which could limit tailored engagement strategies.
Opportunities
📈Scheduling a Quarterly Business Review presents a chance to explore potential needs and upsell opportunities.
📈Recent communications from the new account manager could be leveraged to establish a stronger relationship and identify sales opportunities.
📈The addition of new contacts provides an opportunity to engage with a broader audience within the university.
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.