Who they are
Insight
As at Fri 9 Oct 2026Head of Care Operations at Pelton Grange Care, CRM champion and platform admin. She drove the Growth purchase, runs daily use and raises most tickets. Finance Director Barry Coxon holds the price decision.
Role: Lindsay is Head of Care Operations in Durham and the CRM champion. She has been the main contact since discovery on 13 May 2025 and holds a platform admin account created 2025-09-10.
Influence: She sets the case for value and use, but Barry Coxon, Finance Director, negotiated price and joined the 30 Jul 2026 renewal call. Her own words on the renewal call: use is embedded across the homes.
Watch: She raised the 2 Oct 2026 slowness ticket, which the ticket read shows still pending with engineering. The renewal quote may conflict with the v2 Growth list price, so confirm it against the executed order form before it goes out.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Pelton Grange Care | Head of Care Operations | champion | lindsay.pallister@peltongrange.example |
Activity
- 2 Oct 2026ticketIntermittent slowness on complex queries
- 30 Jul 2026callPelton Grange Care / BG-Demo – Renewal
+2
- 6 Jul 2026ticketContact data not refreshing
- 11 Jun 2026eventBG-Demo Customer Day London
+91
- 11 Jun 2026dealPelton Grange Care – Renewal
- 26 May 2026eventRevenue leaders roundtable
+39
- 2 Apr 2026ticketDashboard visualization issue
- 18 Mar 2026ticketDuplicate contact records
- 29 Oct 2025callPelton Grange Care / BG-Demo – Training
- 16 Oct 2025callPelton Grange Care / BG-Demo – Onboarding
- 3 Oct 2025callPelton Grange Care / BG-Demo – Onboarding
- 19 Sep 2025email threadKickoff follow-up
+1
- 18 Sep 2025callPelton Grange Care / BG-Demo – Kickoff
+1
- 16 Sep 2025ticketAccess permissions
- 31 Jul 2025callPelton Grange Care / BG-Demo – Negotiation
+1
- 9 Jul 2025email threadFollowing our proposal conversation
- 7 Jul 2025callPelton Grange Care / BG-Demo – Proposal
- 2 Jul 2025email threadProposal walkthrough, next steps
- 23 Jun 2025callPelton Grange Care / BG-Demo – Demo
+1
- 19 Jun 2025eventBG-Demo webinar
+26
- 12 Jun 2025callPelton Grange Care / BG-Demo – Demo
+1
- 13 May 2025callPelton Grange Care / BG-Demo – Discovery
- 6 May 2025email threadLet's schedule a discovery call
- 16 Apr 2025dealPelton Grange Care – New