Quarterly review follow-up and next steps
Email thread Brannock Medical Supplies: documents · cs
After the quarterly review, Finance Director Andrew Pickering asked who the account manager is and for the term end in writing. Marcus Bell confirmed Priya Raman as account owner and a term end of 30 Apr 2025.
What was said
What this says
Current to 11 Oct 26After the quarterly review, Finance Director Andrew Pickering asked who the account manager is and for the term end in writing. Marcus Bell confirmed Priya Raman as account owner and a term end of 30 Apr 2025.
Ask: Andrew wanted to know whom to approach on commercial matters and asked for written confirmation of when the current term ends.
Customer view: He is courteous but formal. Questions about the commercial contact and term end from a finance director point to attention on the renewal.
Next: Marcus said he would be in touch well ahead of 30 Apr 2025 and would send the usage breakdown by trust. He also offered to check the CRM connection with Sunita Bains.
The thread
Updated 9 Oct 26Messages
Marcus Bell 23 Sep 2024 11:02Hi all, Thanks for your time on the quarterly review. A short summary for the record: - usage has grown steadily since the spring, with more of the key-account managers asking questions each week - orders, delivery queries and contract renewals are now visible per trust in one place - you're licensed for 40 users, so there is plenty of headroom if more people want access - no open tickets at the moment Next steps on my side: I'll send the usage breakdown by trust, and Sunita and I will go through the CRM connection together to make sure it's still loading cleanly. Shout if I've missed anything. Thanks, Marcus
Andrew Pickering 23 Sep 2024 12:24Dear Marcus, Thank you for the summary, which is helpful. Looking at the account in the round, I have two questions. First, who is our account manager now? I have seen a number of changes at suppliers over the years and I would like to know whom to approach on commercial matters. Second, could you confirm in writing when the current term ends? I'd like that in writing for our records. Kind regards, Andrew Pickering- Marcus Bell 23 Sep 2024 12:59Hi Andrew, Of course. In writing, as asked: - your account owner at BB-Demo is Priya Raman, who handles anything commercial - I'm your Customer Success Manager, so adoption, reviews and the renewal notice come through me - your current term ends on 30 Apr 2025, and I'll be in touch well ahead of that Helen and Sunita, I've kept you both on this so everyone has the same information. Thanks, Marcus