BERKSHIRE MEDICAL CENTER

Customer ID: 14775

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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
  • ✅BERKSHIRE MEDICAL CENTER has a perfect health score of 10/10, indicating strong engagement and satisfaction.
  • ✅Multiple contacts were added on the same day, suggesting an expansion or reorganization in their team.
  • ✅Recent communications are focused on introducing a new account manager and scheduling a business review, reflecting proactive account management.
Risks
⚠️The total value is currently $0.00, which could imply a lack of recent purchases or pending contracts.
⚠️The industry is unknown, which may hinder tailored service offerings and relationship building.
Opportunities
📈The introduction of a new account manager presents a chance to strengthen the relationship and introduce new product offerings.
📈Scheduling a Quarterly Business Review provides an opportunity to discuss potential needs, address concerns, and explore upselling or cross-selling opportunities.
📈Engaging with new contacts could lead to discovering additional business needs or projects that the company can support.
Contacts
YUNG-KANG LEE

YLEE@BHS1.ORG

KARI MURAD

kmurad@bhs1.org

Joel Mullett

JMULLETT@BHS1.ORG

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-29 14:18
View Edit
Hey Joel, 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 UTAK s...
UTAK Updates That Could Help Simplify Things
Email Completed
2025-10-29 14:17
View Edit
Hello Kari, 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 t...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:014775)
Email Completed
2025-10-29 14:16
View Edit
Hi Yng-Kane, 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: Joel Mullett
Contact Management Completed
2025-10-29 14:13
View Edit
Added new contact: Joel Mullett, Email: JMULLETT@BHS1.ORG
Added contact: KARI MURAD
Contact Management Completed
2025-10-29 14:13
View Edit
Added new contact: KARI MURAD, Email: kmurad@bhs1.org
Added contact: YUNG-KANG LEE
Contact Management Completed
2025-10-29 14:12
View Edit
Added new contact: YUNG-KANG LEE, Email: YLEE@BHS1.ORG
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.