BROWN UNIVERSITY

Customer ID: 101319

Edit Customer Back to Customers
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

7

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 7 activities 0 quotes 0 QBRs
Insights
  • ✅Brown University is a current customer with a perfect health score of 10/10.
  • ✅There is frequent communication with multiple emails recorded as recent activities.
  • ✅No quotes have been created, won, or lost, indicating no recent sales engagements.
Risks
⚠️The absence of any quotes or sales pipeline suggests a lack of active sales opportunities.
⚠️A win rate of 0.0% may indicate challenges in converting discussions into sales.
Opportunities
📈Strong communication channels are in place to engage with Brown University.
📈Potential exists to explore and initiate new sales opportunities or quotes.
📈The perfect health score suggests satisfaction, paving the way for upsell or cross-sell opportunities.
Contacts
JUDY ANE CRAIG

JCraig4@brownhealth.org

Lori Bassett

lori_bassett@brown.edu

Carolyn Sherman

Carolyn_Sherman@Brown.edu

Recent Activities
Log Activity
Lori is not interestead in connecting
Email
2025-10-28 19:54
View Edit
Thanks for the reply Lori! Have a Great Day, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567.0667 P +1.888.UTAK.LAB F +1.661.294...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-28 19:17
View Edit
Hello Carolyn, 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 U...
UTAK Updates That Could Help Simplify Things
Email Completed
2025-10-28 19:09
View Edit
Hello Lori, 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:101319)
Email Completed
2025-10-28 19:08
View Edit
Hi Judy, 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. W...
Added contact: Carolyn Sherman
Contact Management Completed
2025-10-28 18:56
View Edit
Added new contact: Carolyn Sherman, Email: Carolyn_Sherman@Brown.edu
Added contact: Lori Bassett
Contact Management Completed
2025-10-28 18:55
View Edit
Added new contact: Lori Bassett, Email: lori_bassett@brown.edu
Added contact: JUDY ANE CRAIG
Contact Management Completed
2025-10-28 18:55
View Edit
Added new contact: JUDY ANE CRAIG, Email: JCraig4@brownhealth.org
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.