Lorna Wishart
Person
Marchbank Couriers: documents · champion
Lorna Wishart is the CRM champion and day-to-day user at Marchbank Couriers, based in Edinburgh. She drove the Starter purchase case and reported tickets. Her platform user was deactivated on 2024-11-23, so her current role is not shown.
Who they are
Insight
Current to 12 Oct 26Lorna Wishart is the CRM champion and day-to-day user at Marchbank Couriers, based in Edinburgh. She drove the Starter purchase case and reported tickets. Her platform user was deactivated on 2024-11-23, so her current role is not shown.
Role: Customer Services Manager and CRM champion. She opened the 10 Jul 2023 discovery, backed the Starter proposal on 11 Sep 2023, and reported both tickets. Her platform user was created 2023-11-30 and is not an admin.
Influence: She shaped the value case, but Derek Imrie decided. On 11 Sep 2023 he said he would move forward if Lorna was happy. Pamela Lyall handled billing.
Watch: Her platform user was deactivated on 2024-11-23, after the 30 Sep 2024 renewal call. The evidence does not show why or whether she has left. Use among three or four people stays inside customer services.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Marchbank Couriers | Customer Services Manager | champion | lorna.wishart@marchbank.example |
Activity
- 20 Nov 2025eventBB-Demo webinar
+19 - 15 Oct 2024ticketCRM connector not syncing latest data
- 30 Sep 2024callMarchbank Couriers / BB-Demo – Renewal
+2 - 23 Aug 2024dealMarchbank Couriers – Renewal
- 18 Apr 2024eventBB-Demo webinar
+5 - 12 Apr 2024email_threadWebinar for customer service teams
- 21 Feb 2024ticketNew customer records not appearing in search
- 8 Jan 2024callMarchbank Couriers / BB-Demo – Training
- 4 Dec 2023callMarchbank Couriers / BB-Demo – Kickoff
- 10 Oct 2023callMarchbank Couriers / BB-Demo – Negotiation
+2 - 13 Sep 2023email_threadStarter proposal
- 11 Sep 2023callMarchbank Couriers / BB-Demo – Proposal
- 10 Aug 2023callMarchbank Couriers / BB-Demo – Demo
- 10 Jul 2023callMarchbank Couriers / BB-Demo – Discovery
- 7 Jun 2023dealMarchbank Couriers – New