Who they are
Insight
Current to 12 Oct 26CFO at Merriott Lyle Distribution and the economic buyer on the Enterprise account. He questions value against falling use of 200 licences, and has held the £4,548 expansion until usage and a board-ready return are shown.
Role: Chief Financial Officer and CRM economic buyer. He signs the order forms and has a platform user created on 28 Feb 2025, not an admin. He is not a day-to-day user.
Influence: Decision-maker. Deepa Chauhan and Bernadette Lowry back the product, but Malcolm sets the test: a return he can show the board, usually debtor days, with the base for every percentage. He has said Bernadette's view on use carries more weight than the quote.
Watch: He questions £127,500 a year against roughly forty to fifty active users on 200 licences, and said he may renew for fewer. Invoices are paid, so this is a value case. The expansion order form is unsigned and the evidence does not show a decision.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Merriott Lyle Distribution | Chief Financial Officer | economic_buyer | malcolm.ridgway@merriottlyle.example |
Activity
- 10 Sep 2026email_threadExpansion order form for signature
- 8 Sep 2026email_threadExpansion quote and next steps
+2
- 7 Sep 2026callMerriott Lyle Distribution / BB-Demo – Negotiation
+2
- 3 Sep 2026email_threadFinding a time to talk through terms
- 19 Aug 2026email_threadProposal for the additional scope
- 17 Aug 2026callMerriott Lyle Distribution / BB-Demo – Proposal
- 14 Aug 2026email_threadQBR follow-up and next steps
+1
- 13 Aug 2026callMerriott Lyle Distribution / BB-Demo – Qbr
+1
- 11 Jun 2026eventBB-Demo Customer Day London
+60
- 24 May 2026email_threadInvitation to BB-Demo Customer Day London
- 7 May 2026email_threadQBR follow-up and actions
+2
- 6 May 2026callMerriott Lyle Distribution / BB-Demo – Qbr
+2
- 24 Feb 2026eventRevenue leaders roundtable
+24
- 17 Feb 2026email_threadInvitation: Revenue leaders roundtable, London
- 13 Feb 2026email_threadRenewal order form for signature
- 26 Jan 2026callMerriott Lyle Distribution / BB-Demo – Renewal
+2
- 20 Jan 2026email_threadRenewal conversation: finding a time
- 10 Dec 2025callMerriott Lyle Distribution / BB-Demo – Renewal
+1
- 8 Dec 2025email_threadRenewal conversation: time to talk
- 28 Nov 2025email_threadYour renewal and what happens next
- 7 Nov 2025email_threadFollowing up on the QBR
- 6 Nov 2025callMerriott Lyle Distribution / BB-Demo – Qbr
- 12 Aug 2025email_threadQBR follow-up and next steps
+1
- 11 Aug 2025callMerriott Lyle Distribution / BB-Demo – Qbr
+1
- 12 Feb 2025email_threadOrder form for signature
- 31 Jan 2025email_threadFollowing our call: Enterprise proposal and open points
+2
- 29 Jan 2025callMerriott Lyle Distribution / BB-Demo – Negotiation
+2
- 24 Jan 2025email_threadTime to go through the terms
- 7 Jan 2025email_threadYour proposal and the commercial terms
- 7 Jan 2025callMerriott Lyle Distribution / BB-Demo – Proposal