Intelligence
Sales Activity
A clear follow-up list generated from the latest sales activity.
Sales follow-up
Latest activity by contact, with the next action needed
| Name | Activity | Action needed |
|---|---|---|
Dr. Mancini Summit Orthopedic Hospital | EmailJul 30, 2026 Surgeon requested the two-year clinical summary before committing. | Exec: prep committee response Owner: Bennett Cho |
Dr. Thibault Lakeshore Neuroscience Center | CallJul 23, 2026 Case went well; surgeon asked for a second set for the ASC. | Manager: confirm need and buying team Owner: Priya Raman |
Dr. Novak Harborview Medical Center | QuoteJul 31, 2026 Surgeon requested the two-year clinical summary before committing. | Manager: verify the close before handoff Owner: Dana Whitcomb |
Dr. Brennan Ironwood Regional Health | Field VisitJul 28, 2026 Case went well; surgeon asked for a second set for the ASC. | Rep: reschedule the field visit Owner: Marco Bianchi |
Dr. Whitfield Bayfront Spine Institute | CallAug 3, 2026 Purchasing confirmed the contract is on the November agenda. | Manager: schedule the account kickoff Owner: Priya Raman |
Dr. Nieves Meridian University Hospital | Case SupportJul 29, 2026 Surgeon requested the two-year clinical summary before committing. | Manager: document the loss reason Owner: Amelia Osei |
Dr. Delgado Cedar Ridge Spine Institute | DemoJul 29, 2026 Committee pushed the decision one cycle; asked for reprocessing data. | Manager: prep committee response Owner: Bennett Cho |
Dr. Bergstrom Summit Orthopedic Hospital | DemoJul 25, 2026 Competitor is defending on price. Positioning on total case cost. | Rep: reschedule the demo Owner: Bennett Cho |
Dr. Duarte Granite Hill Surgery Partners | DemoJul 26, 2026 New fellow rotating in — scheduled a bench session. | Manager: schedule the account kickoff Owner: Priya Raman |
Dr. Rasmussen Bayfront Spine Institute | Field VisitJul 15, 2026 Case went well; surgeon asked for a second set for the ASC. | Manager: document the loss reason Owner: Priya Raman |