PHYSICIAN PARTNERS OF AMERICA

Customer ID: 100223

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

November 10, 2025

Not scheduled


11

Activities

0

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 10, 2025 11 activities 0 quotes 0 QBRs
Insights
  • The customer has a perfect health score of 10/10, indicating high satisfaction or engagement.
  • There have been multiple email interactions, suggesting ongoing communication.
Risks
⚠️The customer value is currently 0.0, which might indicate no sales or revenue generation yet.
⚠️There is no open pipeline or quotes, suggesting a lack of active sales efforts or opportunities.
⚠️A win rate of 0.0% could indicate challenges in converting potential business into sales.
Opportunities
📈There is potential to convert the high health score and frequent communications into sales opportunities.
📈Developing a targeted sales strategy could help in creating and closing quotes to increase customer value.
📈Conducting a Quarterly Business Review (QBR) may uncover new business opportunities and strengthen the relationship.
Contacts
Kelly Holcomb

kholcomb@physicianpartnersoa.com

ANTHONY BREWER

ABrewer@physicianpartnersoa.com

ISRAEL ROSADO

irosado@physicianpartnersoa.com

JOHN W DUMORNE

jdumorne@physicianpartnersoa.com

RON SLIGAY

rsligay@physicianpartnersoa.com

Recent Activities
Log Activity
Your feedback helps shape what’s next at UTAK
Email Completed
2025-11-10 18:03
View Edit
Hey Ron, I hope you’re doing well! I’m reaching out to gather feedback directly from our customers on how our products are performing in real-world lab settings. Your experience and insights are inc...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-11-10 18:02
View Edit
Hello John, 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...
Your feedback helps shape what’s next at UTAK
Email Completed
2025-11-10 18:01
View Edit
Hi Israel, I hope you’re doing well! I’m reaching out to gather feedback directly from our customers on how our products are performing in real-world lab settings. Your experience and insights are i...
Quick optimization review to streamline your process?
Email Completed
2025-11-10 18:00
View Edit
Hi Anthony, I hope you’re doing well! As we head into autumn, I’ve been taking some time to connect with our partners to make sure they’re getting the most value out of their UTAK products and workfl...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-11-10 17:59
View Edit
Hello Kelly, 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...
Added contact: RON SLIGAY
Contact Management Completed
2025-11-10 17:53
View Edit
Added new contact: RON SLIGAY, Email: rsligay@physicianpartnersoa.com
Added contact: JOHN W DUMORNE
Contact Management Completed
2025-11-10 17:53
View Edit
Added new contact: JOHN W DUMORNE, Email: jdumorne@physicianpartnersoa.com
Added contact: ISRAEL ROSADO
Contact Management Completed
2025-11-10 17:52
View Edit
Added new contact: ISRAEL ROSADO, Email: irosado@physicianpartnersoa.com
Added contact: ANTHONY BREWER
Contact Management Completed
2025-11-10 17:52
View Edit
Added new contact: ANTHONY BREWER, Email: ABrewer@physicianpartnersoa.com
Added contact: Kelly Holcomb
Contact Management Completed
2025-11-10 17:52
View Edit
Added new contact: Kelly Holcomb, Email: kholcomb@physicianpartnersoa.com
UTAK Updates That Could Help Simplify Things kholcomb@physicianpartnersoa.com
Email Completed
2025-09-15 15:35
View Edit
Hello 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 throug...
No quotes for this customer.

No QBRs scheduled.