SOLARIS DIAGNOSTICS

Customer ID: 101033

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$0.00

September 2025

Activity Summary

November 12, 2025

Not scheduled

5

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 12, 2025 5 activities 0 quotes 0 QBRs
Insights
  • ✅The health score is perfect at 10/10, indicating a strong position or satisfaction.
  • ✅No current value is being generated from this account as customer value is $0.00.
  • ✅There have been multiple recent engagements through emails and contact management, suggesting active communication.
Risks
⚠️No quotes have been generated, implying potential inactivity in the sales pipeline.
⚠️A win rate of 0% indicates no successful conversions or sales.
⚠️Lack of quote activity means there may be a risk of disengagement or missed revenue opportunities.
Opportunities
📈The perfect health score indicates potential for future upselling or cross-selling.
📈Active communication presents an opportunity to explore customer needs or potential projects.
📈Building a pipeline and converting quotes could increase customer value significantly.
Contacts
PREETPAL SIDHU

psidhu@solarisdx.com

SANAM KOIRALA

skoirala@solarisdx.com

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email
2025-11-12 20:40
View Edit
Hello Sanam, 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: SANAM KOIRALA
Contact Management Completed
2025-11-12 20:39
View Edit
Added new contact: SANAM KOIRALA, Email: skoirala@solarisdx.com
Your feedback helps shape what’s next at UTAK
Email
2025-11-12 20:39
View Edit
Hi Preetpal, 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...
Added contact: PREETPAL SIDHU
Contact Management Completed
2025-11-12 20:38
View Edit
Added new contact: PREETPAL SIDHU, Email: psidhu@solarisdx.com
UTAK Updates That Could Help Simplify Things skoirala@solarisdx.com
Email
2025-09-11 15:09
View Edit
Hello Sanam 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...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.