SHARMA INSTITUTE OF PAIN MEDICINE AND REHAB

Customer ID: 101135

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

9/10

$0.00

September 2025

Activity Summary

November 12, 2025

Not scheduled

2

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 9/10 Last contact Nov 12, 2025 2 activities 0 quotes 0 QBRs
Insights
  • ✅The customer has a high health score of 9/10, indicating strong satisfaction or engagement.
  • ✅There have been recent communication activities, including email and phone calls, which suggest ongoing engagement.
Risks
⚠️No quotes or pipeline activity have been recorded, which could indicate a lack of sales momentum or interest in purchasing.
⚠️The win rate is at 0.0%, highlighting no successful conversion of opportunities.
Opportunities
📈The strong health score presents an opportunity to leverage customer satisfaction into potential sales.
📈Recent communications might be used as a foundation to explore sales opportunities or needs that the customer may have.
📈Establishing a structured quote or proposal could help in converting the high health score into tangible customer value.
Contacts

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Recent Activities
Log Activity
called to try and get contact info, nothing in CRM
Email Completed
2025-11-12 19:10
View Edit
They put me on hold for over 5 mins and nevr came back to the phone
Called to try and find out who are contact is
Call Completed
2025-09-11 16:08
View Edit
Spoke to reception. She was unaware if they still do there own testing and unable to provide further contact info. SHe took a message and my info and said she would have someone call back.
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.