Who they are
Insight
As at Fri 9 Oct 2026Champion and main user at Ardenmore Pension Administration. She backs the brain to trustees but carries most of the use. Elaine Turvey decides renewals. The platform user was deactivated on 2024-10-03.
Role: Head of Client Relationships and CRM champion since the Starter onboarding in September 2023. She raised most tickets and asked most questions herself.
Influence: She shapes the case but does not sign. On 8 Apr 2024 she said she could not commit anything without Elaine Turvey, the Finance Director.
Watch: Value sits with her, a key-person risk. Her platform user was deactivated on 2024-10-03, and the evidence does not show why or who now holds the relationship. Check the account's current owner and users before any renewal conversation.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Ardenmore Pension Administration | Head of Client Relationships | champion | harjit.bains@ardenmore.example |
Activity
- 30 Sep 2024ticketSalesforce connector not syncing
- 26 Sep 2024callArdenmore Pension Administration / BG-Demo – Check In
- 19 Sep 2024ticketDuplicate records in the system
- 19 Sep 2024email threadCheck-in call: finding a time
- 7 Aug 2024callArdenmore Pension Administration / BG-Demo – Check In
- 22 Jul 2024callArdenmore Pension Administration / BG-Demo – Renewal
+2
- 19 Jul 2024ticketReport export formatting issue
- 15 Jul 2024email threadFollow-up from our review call
+2
- 12 Jul 2024callArdenmore Pension Administration / BG-Demo – QBR
+2
- 9 Jul 2024email threadSetting up your review call
- 31 May 2024dealArdenmore Pension Administration – Renewal
- 23 Apr 2024ticketMember count dashboard incorrect
- 8 Apr 2024callArdenmore Pension Administration / BG-Demo – Check In
- 27 Mar 2024email threadBooking a check-in call
- 30 Jan 2024email threadExtra users for your Starter subscription
+1
- 30 Jan 2024callArdenmore Pension Administration / BG-Demo – Negotiation
+1
- 23 Jan 2024callArdenmore Pension Administration / BG-Demo – Proposal
- 17 Jan 2024email threadFollow-up from our check-in call
+2
- 16 Jan 2024email threadProposal: when shall we talk it through?
- 16 Jan 2024callArdenmore Pension Administration / BG-Demo – QBR
+2
- 11 Jan 2024dealArdenmore Pension Administration – Expansion
- 8 Jan 2024email threadQuarterly check-in: finding a time
- 27 Oct 2023ticketDuplicate records in search results
- 10 Oct 2023callArdenmore Pension Administration / BG-Demo – Onboarding
- 3 Oct 2023callArdenmore Pension Administration / BG-Demo – Onboarding
- 19 Sep 2023callArdenmore Pension Administration / BG-Demo – Onboarding
- 14 Sep 2023ticketPreparing trustee meeting report
- 11 Sep 2023callArdenmore Pension Administration / BG-Demo – Onboarding
- 5 Sep 2023email threadKickoff follow-up and access for the first refresh
+2
- 4 Sep 2023callArdenmore Pension Administration / BG-Demo – Kickoff
+2
- 24 Aug 2023email threadKickoff call: finding a time
- 11 Jul 2023callArdenmore Pension Administration / BG-Demo – Proposal
- 7 Jul 2023email threadTime to go through the proposal
- 27 Jun 2023email threadFollowing up on the demo
+1
- 26 Jun 2023callArdenmore Pension Administration / BG-Demo – Demo
+1
- 22 Jun 2023email threadSetting up a demo
- 5 Jun 2023callArdenmore Pension Administration / BG-Demo – Discovery
- 18 May 2023dealArdenmore Pension Administration – New