Bernard Haslam
Person
Penwortham Mutual: documents · economic_buyer
Bernard Haslam is Penwortham Mutual's COO and CRM economic buyer. He led the Enterprise discussions, said the team was ready to move to the order form, and holds a platform admin account created 28 May 2026.
Who they are
Insight
Current to 12 Oct 26Bernard Haslam is Penwortham Mutual's COO and CRM economic buyer. He led the Enterprise discussions, said the team was ready to move to the order form, and holds a platform admin account created 28 May 2026.
Role: COO at Penwortham Mutual, recorded in the CRM as economic buyer. He attended the discovery, proposal and negotiation calls, and has a platform user account with admin rights, created 28 May 2026.
Influence: He framed the problem as senior decisions losing days, and on the 27 Apr 2026 call said the team was ready to move forward. He asked to move the order form deadline to 18 May 2026 so legal could review. He asked 848 of 11275 questions over the last 12 months, 8%, and 722 of 11906 over the last 90 days, 6%.
Watch: The evidence does not show a signed order form, so the proposal remains an open item. Lynne Waring still has to take it to the board.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Penwortham Mutual | Chief Operating Officer | economic_buyer | bernard.haslam@penworthammutual.example |
Activity
- 12 May 2026email_threadOrder form for signature
- 29 Apr 2026email_threadProposal discussion
+2 - 27 Apr 2026callPenwortham Mutual / BB-Demo – Negotiation+2
- 16 Apr 2026eventBB-Demo webinar
+24 - 7 Apr 2026callPenwortham Mutual / BB-Demo – Proposal
- 23 Feb 2026callPenwortham Mutual / BB-Demo – Discovery