BAXTER REGIONAL MEDICAL CENTER

Customer ID: 100318

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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

7

Activities

2

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 7 activities 2 quotes 0 QBRs
Insights
  • ✅Customer health score is perfect at 10/10, indicating no immediate issues.
  • ✅All quotes are currently unassigned, which may suggest a lack of personalized attention.
  • ✅Recently engaged in multiple emails and a follow-up, indicating active communication efforts.
Risks
⚠️Customer value is currently 0.0, showing no financial gain from this customer.
⚠️Win rate is 0%, with all quotes rejected, highlighting a challenge in converting quotes to sales.
⚠️No open pipeline suggests a lack of ongoing potential deals or interest.
Opportunities
📈High health score suggests satisfaction, which could be leveraged to improve sales outcomes.
📈Recent frequent communications can be utilized to better understand customer needs and improve conversion strategies.
📈Potential to assign a dedicated account manager to enhance relationship and quote success rates.
Contacts
Lindsay Read

laread@baxterregional.org

Recent Activities
Log Activity
Discount rejected
Email
2025-10-29 17:06
View Edit
Thanks so much for the feedback and opportunity to present our products! We really appreciate you. Please don’t hesitate to reach out if we can ever be of support. Andrew Hartmann Business Deve...
UTAK Labs quote follow up 5655 and 5656
Email Completed
2025-10-28 19:51
View Edit
Hi Lindsay, Please find the quotes attached. Let me know how I can be of support. If you can order by end of the week we can do a 15% discount. Thank You, Andrew Hartmann Business Develo...
Reply about discount offer
Email Completed
2025-10-13 18:38
View Edit
Let me check the numbers and get back to you. Lindsay Read Medical Technologist II
Price objections to quote- will not order, offering discount
Email Completed
2025-10-13 17:47
View Edit
Hi Lindsay, Thank you so much for this update! Curious if a 10-15% discount would be enough to close the gap here? If so I can try working some magic as I believe we have some excess manufacturin...
quotes 5655 and 5656
Follow-up Completed
2025-10-13 16:49
View Edit
Hi Lindsay, I hope the start f pumpkin spice season has been treating you well. I wanted to touch base with you on the two attached quotes we had sent for custom mixes. Can you provide an update ...
Added contact: Lindsay Read
Contact Management Completed
2025-10-13 16:48
View Edit
Added new contact: Lindsay Read, Email: laread@baxterregional.org
Following Up & Planning Ahead (CID: 100318)
Follow-up
2025-09-08 11:28
View Edit
Hi Baxter Regional Medical Center Team, I hope you’re doing well! I just wanted to follow up on Quote # 5656. I’ve re-attached the quote here for your convenience. If you have any questions or need...
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5656 $33621.00 Rejected — 2025-08-22 2025-11-20 —
5655 $19313.00 Rejected — 2025-08-22 2025-11-20 —
QBRs
Schedule QBR

No QBRs scheduled.