Who they are
Insight
Current to 12 Oct 26Commercial Manager at Carnwath Haulage and the CRM champion. He asked for the Growth order form after the 30 Oct 2023 demo. The evidence does not show a signed order form or who holds the buying decision.
Role: Andy is Commercial Manager at Carnwath Haulage in Lanark, recorded in the CRM as champion. He joined the 20 Sep 2023 discovery and the 30 Oct 2023 demo, and arranged both by email with Tom Ashdown.
Influence: he expects twenty-five or thirty users across several teams and asked for the order form, which points to real sway. Margaret Cleland, Finance Director, was to test the price, and the evidence does not show who signs.
Watch: he asked what happens if a connector breaks, so data staleness is his concern. Confirm the week-one connector list and the order form status.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Carnwath Haulage | Commercial Manager | champion | andy.brownlie@carnwath.example |
Activity
- 30 Oct 2023callCarnwath Haulage / BB-Demo – Demo
+1
- 24 Oct 2023email_threadDemo, Carnwath Haulage
- 20 Sep 2023callCarnwath Haulage / BB-Demo – Discovery
- 12 Sep 2023email_threadDiscovery call, Carnwath Haulage
- 14 Aug 2023dealCarnwath Haulage – New