HOLZER HEALTH SYSTEM

Customer ID: 101114

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 07, 2025

Not scheduled

3

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 07, 2025 3 activities 0 quotes 0 QBRs
Insights
  • ✅HOLZER HEALTH SYSTEM is a current customer with a perfect health score of 10/10.
  • ✅No monetary value is currently associated with this customer, which may indicate a lack of recent transactions.
Risks
⚠️Absence of quotes and pipeline suggests potential disengagement or lack of sales activity.
⚠️Zero win rate indicates no successful transactions or conversions recently.
Opportunities
📈Potential to re-engage through strategic outreach and personalized communication.
📈Opportunity to explore and identify specific needs or projects that HOLZER HEALTH SYSTEM may have.
Contacts
LISA BECHTLE

LBECHTLE@HOLZER.ORG

740-446-5171

Recent Activities
Log Activity
No longer using an LCMS and has no needs for materials now
Email Completed
2025-10-07 21:12
View Edit
Hi Lisa, Thanks for the quick update! Have a great day, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567.0667 P +1.888.UTAK.LA...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-07 20:57
View Edit
Hey Lisa, 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...
Added contact: LISA BECHTLE
Contact Management Completed
2025-10-07 20:56
View Edit
Added new contact: LISA BECHTLE, Email: LBECHTLE@HOLZER.ORG, Phone: 740-446-5171
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.