Lisa Marchand

Person

Sloane Kittery Software: documents · economic_buyer

Lisa Marchand is the Chief Financial Officer at Sloane Kittery Software, recorded in the CRM as economic buyer. The record is thin: one call is logged, with no email threads, tickets or deals.

made from

Who they are

Insight

Current to 12 Oct 26

Lisa Marchand is the Chief Financial Officer at Sloane Kittery Software, recorded in the CRM as economic buyer. The record is thin: one call is logged, with no email threads, tickets or deals.

Role: the CRM lists Lisa as Chief Financial Officer in Boston, with the CRM role economic_buyer. That points to sign-off on spend, but the evidence does not show her taking part in any decision.

Influence: no call, thread or ticket reads are available, so how others treat her is not shown. One call is counted on her record, but its content and date are not in the evidence.

Watch: the evidence does not show her views on value, price or renewal. Before the next conversation, find out what the logged call covered and who at BB-Demo took it.

AI · claude-sonnet-5-5 · 12 Oct 2026

AImade from

CRM records

Organisation	Title	Role	Email
Sloane Kittery Software	Chief Financial Officer	economic_buyer	lisa.marchand@sloanekittery.example

CRMmade from

Activity

19 Oct 2026callSloane Kittery Software / BB-Demo – Negotiation Jordan Pike, Owen Tallis, Lisa Marchand, Nate Feldman+1

CRMmade from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

Help