Who they are
Insight
Current to 14 Oct 26Regional Branch Director, North at Merriott Lyle Distribution and a platform admin. He raises most tickets, builds dashboards and backs a wider North rollout. His own managing director is asking what the £116k a year buys.
Role: Neil is the CRM contact with role user and holds an admin platform account created on 28 Feb 2025. The records show nine tickets, one call and five email threads. He is a branch-level leader rather than a systems buyer.
Influence: He acts as a champion in the North. He asked for branch training, wants a quick rollout across the rest of the North, and built his own dashboards. The evidence does not show him signing or approving spend.
Watch: His managing director keeps asking what the £116k a year buys, so he needs a visible value case. He did not reply to the webinar invitations in the record, and stale data has hit his team twice, including a nightly refresh failure on 21 Jul 2026.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Merriott Lyle Distribution | Regional Branch Director, North | user | neil.ashworth@merriottlyle.example |
Activity
- 15 Oct 2026eventBB-Demo webinar
+22
- 7 Oct 2026ticketAccess and user setup for new team member
- 24 Sep 2026eventYour renewals, read by the brain
+40
- 23 Sep 2026email_threadInvitation: BB-Demo webinar on Thursday 15 Oct 2026
- 19 Sep 2026email_threadInvitation: Your renewals, read by the brain
- 21 Jul 2026ticketNightly refresh not completing
- 16 Jul 2026eventBB-Demo webinar
+38
- 10 Jul 2026email_threadInvitation: BB-Demo webinar on Thursday 16 July 2026
- 22 May 2026ticketSearch results duplicating in dashboard
- 9 Apr 2026ticketHow to save and reuse searches
- 31 Mar 2026ticketSalesforce connector stopped syncing
- 22 Oct 2025ticketHow do I search trade account disputes in the dashboard?
- 13 Oct 2025ticketSearch results not updating after data refresh
- 20 May 2025callMerriott Lyle Distribution / BB-Demo – Training
- 14 May 2025email_threadTraining sessions for the branch teams
- 28 Apr 2025ticketHow do I export data from a dashboard?
- 27 Mar 2025ticketHow do I see order history for trade accounts?
- 21 Nov 2024eventBB-Demo webinar
+22
- 5 Nov 2024email_threadWebinar invitation: Thursday 21 Nov 2024