BOSTON UNIVERSITY SCHOOL OF MEDICINE

Customer ID: 100306

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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 28, 2025

Not scheduled

8

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 28, 2025 8 activities 0 quotes 0 QBRs
Insights
  • ✅The customer has a perfect health score of 10/10, indicating strong satisfaction and engagement.
  • ✅There have been multiple recent email interactions, suggesting ongoing communication.
Risks
⚠️The customer value is currently 0.0, with no financial transactions or quotes.
⚠️There is no active pipeline or won/lost deals, which might indicate a lack of business activity or opportunities being pursued.
Opportunities
📈The high health score presents an opportunity to explore potential business engagements or partnerships.
📈Frequent email interactions could be leveraged to initiate discussions about future needs and opportunities.
Contacts
PATRICIA JONES

psterlin@bu.edu

JESSAMYN WARD

JRWARD@BU.EDU

KATHERINE EDYE

kedye@bu.edu

SABRA JONES

SARBOYLE@BU.EDU

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-28 20:18
View Edit
Hello Sabra, 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 UTA...
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-28 20:15
View Edit
Hello Katherine, 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 Updates That Could Help Simplify Things
Email Completed
2025-10-28 20:14
View Edit
Hello Jessamyn, 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 y...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:100306)
Email Completed
2025-10-28 20:09
View Edit
Hi Patricia, 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: SABRA JONES
Contact Management Completed
2025-10-28 20:07
View Edit
Added new contact: SABRA JONES, Email: SARBOYLE@BU.EDU
Added contact: KATHERINE EDYE
Contact Management Completed
2025-10-28 20:03
View Edit
Added new contact: KATHERINE EDYE, Email: kedye@bu.edu
Added contact: JESSAMYN WARD
Contact Management Completed
2025-10-28 20:03
View Edit
Added new contact: JESSAMYN WARD, Email: JRWARD@BU.EDU
Added contact: PATRICIA JONES
Contact Management Completed
2025-10-28 20:02
View Edit
Added new contact: PATRICIA JONES, Email: psterlin@bu.edu
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.