INDIANA UNIVERSITY PURDUE UNIVERSITY INDIANAPOLIS

Customer ID: 19777

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

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 07, 2025 6 activities 0 quotes 0 QBRs
Insights
  • ✅The customer has a perfect health score of 10/10, indicating strong engagement and satisfaction.
  • ✅There have been multiple recent contacts with new account management introductions, suggesting a focus on building or strengthening the relationship.
  • ✅No recent quotes have been generated, which may indicate a lack of current purchasing activity or interest.
Risks
⚠️The total value remains at $0.00, which could imply potential disengagement or a lack of monetized transactions.
⚠️The repeated email from the new account manager on the same day could suggest a communication oversight or system error, risking customer annoyance.
Opportunities
📈The recent addition of multiple contacts, including purchasing, suggests an opportunity to engage in discussions around procurement needs.
📈Leveraging the strong health score, there is potential to initiate sales discussions or explore collaborative projects.
📈The introduction of a new account manager presents an opportunity to re-engage and understand the customer's current and future needs.
Contacts
Purchasing

PURCHCONFIRMATIONS@IUHEALTH.ORG

DANIEL CLARK

danlclar@iupui.edu

MELINDA LEACH

MLEACH@IUHEALTH.ORG

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-07 16:47
View Edit
Hello Daniel, 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 UT...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-07 16:47
View Edit
Hello Melinda, 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...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-07 16:46
View Edit
Hello Purchasing, 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 wit...
Added contact: MELINDA LEACH
Contact Management Completed
2025-10-07 16:45
View Edit
Added new contact: MELINDA LEACH, Email: MLEACH@IUHEALTH.ORG
Added contact: DANIEL CLARK
Contact Management Completed
2025-10-07 16:44
View Edit
Added new contact: DANIEL CLARK, Email: danlclar@iupui.edu
Added contact: Purchasing
Contact Management Completed
2025-10-07 16:44
View Edit
Added new contact: Purchasing, Email: PURCHCONFIRMATIONS@IUHEALTH.ORG
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.