UNIVERSITY OF MINNESOTA

Customer ID: 100057

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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 20, 2025

Not scheduled

8

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 20, 2025 8 activities 0 quotes 0 QBRs
Insights
  • ✅The University of Minnesota has a perfect health score of 10/10, indicating a strong standing.
  • ✅There have been multiple email communications, suggesting active engagement.
  • ✅No recent quotes or QBRs have been conducted.
Risks
⚠️The customer value is currently 0.0, indicating no financial engagement or transactions.
⚠️A win rate of 0.0% suggests no successful conversions from quotes to sales.
⚠️Lack of quotes and open pipeline may indicate missed revenue opportunities.
Opportunities
📈The high health score indicates potential for future engagement and sales.
📈Regular email interactions could be leveraged to convert into quoting opportunities.
📈Introducing QBRs could strengthen the relationship and identify new opportunities for collaboration or sales.
Contacts
CHUCK KNUDSEN

KNUD0091@UMN.EDU

612-625-5040

DR. DAVID SCHMIT

SCHM1317@UMN.EDU

MELANIE REITZ

MREITZ@UMN.EDU

ROBIN THOMAS

RMKARRAS@UMN.EDU

Recent Activities
Log Activity
Your feedback helps shape what’s next at UTAK
Email
2025-11-20 15:46
View Edit
Hi Melanie, 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 ...
Hello from UTAK: I’m Your New Account Manager
Email
2025-11-20 15:46
View Edit
Hi Robin, 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...
Hello from UTAK: I’m Your New Account Manager
Email
2025-11-20 15:45
View Edit
Hello Dr. Schmit, 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...
Your feedback helps shape what’s next at UTAK
Email
2025-11-20 15:44
View Edit
Hey Chuck, 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...
Added contact: ROBIN THOMAS
Contact Management Completed
2025-11-20 15:42
View Edit
Added new contact: ROBIN THOMAS, Email: RMKARRAS@UMN.EDU
Added contact: MELANIE REITZ
Contact Management Completed
2025-11-20 15:42
View Edit
Added new contact: MELANIE REITZ, Email: MREITZ@UMN.EDU
Added contact: DR. DAVID SCHMIT
Contact Management Completed
2025-11-20 15:42
View Edit
Added new contact: DR. DAVID SCHMIT, Email: SCHM1317@UMN.EDU
UTAK Updates That Could Help Simplify Things
Email
2025-09-08 19:27
View Edit
Hello Chuck, 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 ...
Quotes
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QBRs
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