AI facts
Current to 14 Oct 26Merriott Lyle Distribution holds an Enterprise subscription at £128k a year for 200 licensed users, 28 Feb 2026 to 27 Feb 2027, signed 17 Feb 2026. A second order form of 14 Sep 2026 adds two connector blocks at £10k a year, co-termed. Questions asked rose from 7958 in May 2026 to 8979 in September 2026 (13%). Renewal falls on 28 Feb 2027, 142 days away, with no renewal proposal on file. A possible freshness credit from July 2026 remains unresolved.
Profile
Updated 9 Oct 26- IndustryWholesale distributionSource: CRM company record
- Websitemerriottlyle.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityBirminghamSource: CRM company record
- Size1,450 employeesSource: CRM company record
- CRM ownerLewis KerrSource: CRM company record · Account Executive · CSM Daniel Okafor
- Customer since28 Feb 2025Source: first executed order form ctr_076_01, signed 14 Feb 2025 · Enterprise tier · In the CRM since 8 Nov 2024
- TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
- StateHealthySource: AI assessment · Written 14 Oct 2026
AI opinion
Current to 14 Oct 26Healthy, because no hard signal has fired, invoices are paid and questions asked rose 13% since May 2026. The CFO's doubt about two hundred seats is the real renewal risk. Opportunity: a sourced value case built with credit control could defend the seat count.
Key facts
Updated 9 Oct 26- Contracted ARR£137,500differsSource: executed order form ctr_076_03, 15 Sep 2026 to 27 Feb 2027 · CRM £137,500 · Invoiced run rate £132,048 · As of 9 Oct 2026 · The sources disagree
- Next renewal28 Feb 2027Basis: order form ctr_076_03 ends 27 Feb 2027 · In 142 days · Renewal price £125,000 (+1150%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
- Term15 Sep 2026 to 27 Feb 2027Source: order form ctr_076_03 (expansion), signed 14 Sep 2026 · Billed annually · 150 seats, 30 connectors
- TierEnterpriseSource: the current order form
- Last contact23 Sep 2026Email: Invitation: BB-Demo webinar on Thursday 15 Oct 2026 · 16 days before 9 Oct 2026
- Tenanteu-west-1Source: product analytics, reporting since Feb 2025 · 18 connectors configured
- Licensed seats200differs165 active users in Sep 2026 · Order form ctr_076_03: 150 seats · The sources disagree
Next step
Current to 14 Oct 26- What
- Daniel Okafor should send Deepa Chauhan a sourced value case before the 23 Oct 2026 check-in, covering reconciled usage by team, a test of Bernadette Lowry's chosen accounts and the outcome of the July freshness credit. renewal
- Who
Daniel Okafor
- When
- Within 2 weeks by 15 Oct 2026
- Why
- Daniel Okafor should bring Deepa Chauhan a sourced value case to the 23 Oct 2026 check-in. It should reconcile usage with the feed, test Bernadette Lowry's chosen accounts and settle the July freshness credit, so Deepa can face the CFO before the 28 Feb 2027 renewal.
The story
Current to 14 Oct 26Healthy: Enterprise at £128k a year to 27 Feb 2027, invoices paid and questions asked up 13% since May 2026, but the CFO doubts what 200 seats return. Daniel Okafor owes Deepa Chauhan a value case before the 23 Oct 2026 check-in.
Healthy: Merriott Lyle Distribution holds Enterprise at £128k a year for 200 licensed users under the 17 Feb 2026 order form, plus £10k a year of connectors from 14 Sep 2026. The term ends 27 Feb 2027; renewal falls on 28 Feb 2027.
Questions asked rose from 7958 in May 2026 to 8979 in September 2026; the usage feed shows 165 active users in both, though calls describe a fall. Deepa Chauhan champions the brain while Malcolm Ridgway, the CFO, questions what 200 seats return.
A P1 ticket on 22 Jul 2026 waited 56 minutes for a first response against a 30-minute target, and a possible freshness credit is unresolved. The main risk is value doubt: Malcolm may question the subscription itself.
Daniel Okafor should send Deepa a sourced value case by 15 Oct 2026, ahead of the 23 Oct 2026 check-in, which is booked, not held.
ARR journey
Updated 9 Oct 26One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £138k; Invoiced ARR £132k. Basis: accounting system, facts.arr_monthly:org_076.
Show the figures as a table
| Month | Contracted ARR | Invoiced ARR |
|---|---|---|
| Feb 25 | £116,500 | £116,500 |
| Mar 25 | £116,500 | £116,500 |
| Apr 25 | £116,500 | £116,500 |
| May 25 | £116,500 | £116,500 |
| Jun 25 | £116,500 | £116,500 |
| Jul 25 | £116,500 | £116,500 |
| Aug 25 | £116,500 | £116,500 |
| Sep 25 | £116,500 | £116,500 |
| Oct 25 | £116,500 | £116,500 |
| Nov 25 | £116,500 | £116,500 |
| Dec 25 | £116,500 | £116,500 |
| Jan 26 | £116,500 | £116,500 |
| Feb 26 | £127,500 | £127,500 |
| Mar 26 | £127,500 | £127,500 |
| Apr 26 | £127,500 | £127,500 |
| May 26 | £127,500 | £127,500 |
| Jun 26 | £127,500 | £127,500 |
| Jul 26 | £127,500 | £127,500 |
| Aug 26 | £127,500 | £127,500 |
| Sep 26 | £137,500 | £132,048 |
Platform usage
Updated 9 Oct 26Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 165; Licensed seats 200; Questions asked 8,979. Basis: product usage, facts.usage_monthly:org_076, signals:org_076.
Show the figures as a table
| Month | Active users | Licensed seats | Questions asked |
|---|---|---|---|
| Feb 25 | 7 | 200 | 32 |
| Mar 25 | 58 | 200 | 1,432 |
| Apr 25 | 95 | 200 | 2,729 |
| May 25 | 123 | 200 | 5,588 |
| Jun 25 | 143 | 200 | 7,208 |
| Jul 25 | 163 | 200 | 8,906 |
| Aug 25 | 165 | 200 | 4,961 |
| Sep 25 | 165 | 200 | 9,055 |
| Oct 25 | 165 | 200 | 9,142 |
| Nov 25 | 165 | 200 | 8,130 |
| Dec 25 | 165 | 200 | 6,855 |
| Jan 26 | 165 | 200 | 8,719 |
| Feb 26 | 165 | 200 | 8,034 |
| Mar 26 | 165 | 200 | 9,288 |
| Apr 26 | 165 | 200 | 8,650 |
| May 26 | 165 | 200 | 7,958 |
| Jun 26 | 165 | 200 | 9,652 |
| Jul 26 | 165 | 200 | 8,677 |
| Aug 26 | 165 | 200 | 5,288 |
| Sep 26 | 165 | 200 | 8,979 |
Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 18; Active admins 3; Data volume 66.7 GB. Basis: product usage, facts.usage_monthly:org_076, signals:org_076.
Show the figures as a table
| Month | Connectors configured | Active admins | Data volume |
|---|---|---|---|
| Feb 25 | 0 | 2 | 0.00 GB |
| Mar 25 | 5 | 3 | 13.65 GB |
| Apr 25 | 11 | 3 | 30.61 GB |
| May 25 | 13 | 3 | 36.89 GB |
| Jun 25 | 15 | 3 | 43.37 GB |
| Jul 25 | 16 | 3 | 47.15 GB |
| Aug 25 | 16 | 3 | 48.03 GB |
| Sep 25 | 16 | 3 | 48.89 GB |
| Oct 25 | 16 | 3 | 49.77 GB |
| Nov 25 | 16 | 3 | 50.63 GB |
| Dec 25 | 16 | 3 | 51.51 GB |
| Jan 26 | 16 | 3 | 52.39 GB |
| Feb 26 | 16 | 3 | 53.19 GB |
| Mar 26 | 16 | 3 | 54.08 GB |
| Apr 26 | 16 | 3 | 54.93 GB |
| May 26 | 16 | 3 | 55.82 GB |
| Jun 26 | 16 | 3 | 56.67 GB |
| Jul 26 | 16 | 3 | 57.56 GB |
| Aug 26 | 16 | 3 | 58.44 GB |
| Sep 26 | 18 | 3 | 66.71 GB |
Documents
Updated 9 Oct 26- commercial
- delivery
- presales
Folders and documents as a list
- Contracts (6)
- Draft Enterprise master services agreement draft · contract · 27 Jan 2025
- Signed Enterprise master services agreement executed · contract · 14 Feb 2025
- Signed data processing agreement executed · dpa · 14 Feb 2025
- Signed Enterprise order form executed · order form · 14 Feb 2025
- Enterprise order form with extra users executed · order form · 17 Feb 2026
- Extra connectors order form executed · order form · 14 Sep 2026
- Onboarding (1)
- Enterprise onboarding plan issued · onboarding plan · 4 Mar 2025
- Proposals (4)
- Draft Enterprise tier proposal draft · proposal · 31 Dec 2024
- Enterprise subscription proposal issued · proposal · 6 Jan 2025
- Draft Enterprise expansion proposal draft · proposal · 12 Aug 2026
- Conditional Enterprise expansion proposal issued · proposal · 17 Aug 2026
- QBRs (5)
- Quarterly business review deck issued · qbr deck · 6 Aug 2025
- Quarterly review ahead of renewal issued · qbr deck · 9 Nov 2025
- First-year QBR ahead of renewal issued · qbr deck · 12 Feb 2026
- Quarterly review of Enterprise usage issued · qbr deck · 11 May 2026
- Quarterly review of falling adoption issued · qbr deck · 9 Aug 2026
- Renewals (2)
- Draft Enterprise renewal proposal draft · renewal proposal · 22 Dec 2025
- Enterprise renewal proposal issued · renewal proposal · 29 Dec 2025
- Security (1)
- Enterprise security questionnaire answers issued · security questionnaire · 26 Dec 2024
- Success plans (1)
- Adoption and renewal success plan issued · success plan · 11 Jun 2025
Open deals
Open tickets
- 7 Oct 2026 076-0035 access_permissions
Activity
- 23 Oct 2026callMerriott Lyle Distribution / BB-Demo – Check In
- 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
- 15 Sep 2026email_threadInvoice INV-076-0009 for Merriott Lyle Distribution
- 15 Sep 2026invoiceINV-076-0009
- 14 Sep 2026documentMerriott Lyle Distribution - Order Form (signed)
- 11 Sep 2026ticketRefresh stalled overnight
- 10 Sep 2026email_threadOrder form for signature
- 8 Sep 2026email_threadFollow-up: expansion order form
+2
- 7 Sep 2026callMerriott Lyle Distribution / BB-Demo – Negotiation
+2
- 4 Sep 2026ticketDuplicate trade accounts
- 28 Aug 2026email_threadInvoice INV-076-0008 for Merriott Lyle Distribution
- 28 Aug 2026invoiceINV-076-0008
- 27 Aug 2026email_threadFinding time to talk through the renewal terms
- 18 Aug 2026email_threadExpansion proposal for Merriott Lyle
- 17 Aug 2026documentMerriott Lyle Distribution - Proposal
- 17 Aug 2026callMerriott Lyle Distribution / BB-Demo – Proposal
- 12 Aug 2026documentMerriott Lyle Distribution - Proposal v1
- 11 Aug 2026email_threadFollowing up on the QBR: usage and next steps
- 10 Aug 2026callMerriott Lyle Distribution / BB-Demo – Qbr
- 9 Aug 2026documentMerriott Lyle Distribution - QBR
- 7 Aug 2026email_threadProposal for the renewal
- 4 Aug 2026dealMerriott Lyle Distribution – Expansion
- 31 Jul 2026email_threadFinding a time for the QBR
- 28 Jul 2026email_threadCheck-in notes
- 27 Jul 2026callMerriott Lyle Distribution / BB-Demo – Check In
- 22 Jul 2026ticketData refresh not completing
- 21 Jul 2026ticketNightly refresh not completing
- 20 Jul 2026ticketSalesforce connector - no new data since Wednesday
- 20 Jul 2026email_threadScheduling our next check-in
- 16 Jul 2026ticketHow to filter dashboards by branch?
- 16 Jul 2026eventBB-Demo webinar
+38
- 10 Jul 2026email_threadInvitation: BB-Demo webinar on Thursday 16 July 2026
- 10 Jul 2026email_threadInvitation: BB-Demo webinar on Thursday 16 July 2026
- 24 Jun 2026ticketCan you export connector load logs?
- 24 Jun 2026ticketNew credit control team doesn't see cross-branch accounts
- 24 Jun 2026callMerriott Lyle Distribution / BB-Demo – Check In
- 23 Jun 2026ticketOrders connector stopped loading new records
- 18 Jun 2026email_threadFinding a time for our next check-in
- 11 Jun 2026eventBB-Demo Customer Day London
+91
- 8 Jun 2026email_threadInvitation: BB-Demo Customer Day London on Thursday 11 Jun 2026
- 29 May 2026callMerriott Lyle Distribution / BB-Demo – Check In
- 28 May 2026email_threadInvoice INV-076-0007 for your records
- 28 May 2026invoiceINV-076-0007
- 25 May 2026email_threadCustomer Day London: invitation
- 24 May 2026email_threadInvitation: BB-Demo Customer Day London
- 22 May 2026ticketDate range filter returning unexpected results
- 22 May 2026ticketSearch results duplicating in dashboard
- 22 May 2026email_threadGetting our next check-in in the diary
- 13 May 2026email_threadFollowing up on the quarterly business review
+2
- 12 May 2026callMerriott Lyle Distribution / BB-Demo – Qbr
+2
- 11 May 2026documentMerriott Lyle Distribution - QBR
- 8 May 2026email_threadSetting up the quarterly business review
- 29 Apr 2026callMerriott Lyle Distribution / BB-Demo – Check In
- 21 Apr 2026email_threadFinding a time for our next check-in
- 16 Apr 2026eventBB-Demo webinar
+32
- 9 Apr 2026ticketHow to save and reuse searches
- 7 Apr 2026callMerriott Lyle Distribution / BB-Demo – Check In
- 31 Mar 2026ticketSalesforce connector stopped syncing
- 31 Mar 2026email_threadInvitation to our online webinar on 16 Apr 2026
- 30 Mar 2026email_threadInvitation: BB-Demo webinar on Thursday 16 April 2026
- 27 Mar 2026email_threadTime for our next check-in
- 11 Mar 2026ticketExport report showing duplicate records
- 27 Feb 2026email_threadNotes from the check-in
- 26 Feb 2026callMerriott Lyle Distribution / BB-Demo – Check In
- 24 Feb 2026ticketConnector sync failure: CRM nightly load not running
- 24 Feb 2026eventRevenue leaders roundtable
+43
- 23 Feb 2026ticketBug: search returning partial matches when exact results needed
- 20 Feb 2026email_threadFinding a time for the check-in
- 19 Feb 2026eventBB-Demo webinar
+31
- 17 Feb 2026email_threadInvitation: Revenue leaders roundtable in London
- 17 Feb 2026email_threadInvoice INV-076-0006
- 17 Feb 2026invoiceINV-076-0006
- 17 Feb 2026documentMerriott Lyle Distribution - Order Form (signed)
- 16 Feb 2026email_threadFollow-up from our QBR
- 15 Feb 2026email_threadInvitation: BB-Demo webinar on Thursday 19 February 2026
- 13 Feb 2026email_threadOrder form for signature: renewal
- 13 Feb 2026callMerriott Lyle Distribution / BB-Demo – Qbr
- 12 Feb 2026documentMerriott Lyle Distribution - QBR
- 9 Feb 2026email_threadQuarterly review: finding a slot
- 26 Jan 2026callMerriott Lyle Distribution / BB-Demo – Renewal
+2
- 16 Jan 2026ticketBranch system connector stopped loading
- 16 Jan 2026email_threadFinding a time to talk about the renewal
- 15 Jan 2026eventBB-Demo webinar
+35
- 30 Dec 2025email_threadNotes from our check-in
- 29 Dec 2025documentMerriott Lyle Distribution - Renewal Proposal
- 29 Dec 2025callMerriott Lyle Distribution / BB-Demo – Check In
- 26 Dec 2025email_threadInvitation: BB-Demo webinar on Thursday 15 January 2026
- 22 Dec 2025documentMerriott Lyle Distribution - Renewal Proposal v1
- 19 Dec 2025email_threadFinding time for our next check-in
- 8 Dec 2025callMerriott Lyle Distribution / BB-Demo – Renewal
+2
- 4 Dec 2025email_threadFinding a time to talk through the renewal
- 28 Nov 2025email_threadYour Enterprise renewal: notice and next steps
- 28 Nov 2025email_threadInvoice INV-076-0005 for Merriott Lyle Distribution
- 28 Nov 2025invoiceINV-076-0005
- 28 Nov 2025dealMerriott Lyle Distribution – Renewal
- 20 Nov 2025ticketBug: account names not displaying consistently in search
- 20 Nov 2025eventBB-Demo webinar
+30
- 19 Nov 2025callMerriott Lyle Distribution / BB-Demo – Check In
- 14 Nov 2025email_threadSetting up the next check-in
- 11 Nov 2025email_threadFollowing up on the QBR
+2
- 10 Nov 2025callMerriott Lyle Distribution / BB-Demo – Qbr
+2
- 9 Nov 2025documentMerriott Lyle Distribution - QBR
- 5 Nov 2025email_threadInvitation: BB-Demo webinar on Thursday 20 November 2025
- 3 Nov 2025email_threadQuarterly review: finding a date
- 28 Oct 2025ticketRequest: custom filters for branch account searches
- 22 Oct 2025ticketHow do I search trade account disputes in the dashboard?
- 22 Oct 2025callMerriott Lyle Distribution / BB-Demo – Check In
- 20 Oct 2025email_threadTime for a check-in?
- 16 Oct 2025ticketHow to filter saved searches by record type
- 13 Oct 2025ticketSearch results not updating after data refresh
- 29 Sep 2025ticketHow to add a new connector to our account
- 24 Sep 2025ticketHow to set up filters in the account dashboard
- 24 Sep 2025ticketRegional dashboard view across branches
- 22 Sep 2025callMerriott Lyle Distribution / BB-Demo – Check In
- 18 Sep 2025email_threadTime for a check-in?
- 28 Aug 2025email_threadInvoice for your Enterprise subscription
- 28 Aug 2025invoiceINV-076-0004
- 8 Aug 2025email_threadFollow-up from the quarterly review
+2
- 7 Aug 2025callMerriott Lyle Distribution / BB-Demo – Qbr
+2
- 6 Aug 2025documentMerriott Lyle Distribution - QBR
- 1 Aug 2025email_threadFinding a time for the quarterly review
- 24 Jul 2025ticketDuplicate account records in the brain
- 17 Jul 2025ticketDisputed transactions not displaying correctly with large datasets
- 8 Jul 2025callMerriott Lyle Distribution / BB-Demo – Check In
- 1 Jul 2025email_threadFinding a time for our next check-in
- 19 Jun 2025eventBB-Demo webinar
+26
- 13 Jun 2025email_threadYour support ticket: nightly load follow-up
- 12 Jun 2025ticketRegional dashboard is slow when filtering large accounts
- 12 Jun 2025ticketHow to set up a cross-region account dashboard with locked permissions
- 12 Jun 2025email_threadInvitation: BB-Demo webinar on Thursday 19 June 2025
- 12 Jun 2025eventBB-Demo Customer Day
+48
- 11 Jun 2025documentMerriott Lyle Distribution - Success Plan
- 9 Jun 2025callMerriott Lyle Distribution / BB-Demo – Check In
- 30 May 2025email_threadSetting up a check-in with Daniel
- 28 May 2025email_threadInvoice INV-076-0003 for your records
- 28 May 2025invoiceINV-076-0003
- 26 May 2025email_threadInvitation: BB-Demo webinar on Thursday 19 June 2025
- 22 May 2025ticketExpanding dashboard access to branch managers
- 22 May 2025email_threadInvitation: BB-Demo Customer Day in London
- 20 May 2025callMerriott Lyle Distribution / BB-Demo – Training
- 14 May 2025email_threadTraining sessions for the branch teams
- 7 May 2025callMerriott Lyle Distribution / BB-Demo – Onboarding
- 30 Apr 2025callMerriott Lyle Distribution / BB-Demo – Onboarding
- 28 Apr 2025ticketHow do I export data from a dashboard?
- 28 Apr 2025email_threadOnboarding: finding a slot for the next working session
- 25 Apr 2025email_threadConnector work: picking up from Laura
- 24 Apr 2025callMerriott Lyle Distribution / BB-Demo – Onboarding
- 22 Apr 2025callMerriott Lyle Distribution / BB-Demo – Onboarding
- 17 Apr 2025email_threadTraining session for the branch and credit-control teams
- 11 Apr 2025email_threadScheduling the next onboarding session
- 10 Apr 2025callMerriott Lyle Distribution / BB-Demo – Onboarding
- 3 Apr 2025email_threadOnboarding: admin training and connector review dates
- 2 Apr 2025callMerriott Lyle Distribution / BB-Demo – Onboarding
- 28 Mar 2025callMerriott Lyle Distribution / BB-Demo – Onboarding
- 27 Mar 2025ticketHow do I see order history for trade accounts?
- 26 Mar 2025email_threadOnboarding: picking up from Callie, next session
- 26 Mar 2025email_threadOnboarding sessions: getting the next few weeks in the diary
- 20 Mar 2025email_threadSupport follow-up on your recent issue
- 20 Mar 2025callMerriott Lyle Distribution / BB-Demo – Onboarding
- 19 Mar 2025ticketBranch system connector not syncing account data
- 14 Mar 2025callMerriott Lyle Distribution / BB-Demo – Onboarding
- 12 Mar 2025email_threadScheduling the onboarding sessions
- 7 Mar 2025ticketNightly refresh running late, branch system connector
- 7 Mar 2025email_threadKickoff follow-up: actions and what I need from your side
+2
- 6 Mar 2025email_threadOnboarding: connector access and a working session
- 6 Mar 2025callMerriott Lyle Distribution / BB-Demo – Kickoff
+2
- 4 Mar 2025email_threadKickoff session: plan and timing
- 4 Mar 2025documentMerriott Lyle Distribution - Onboarding Plan
- 28 Feb 2025email_threadInvoice INV-076-0002 for Merriott Lyle Distribution
- 28 Feb 2025invoiceINV-076-0002
- 17 Feb 2025email_threadInvoice INV-076-0001
- 17 Feb 2025invoiceINV-076-0001
- 14 Feb 2025documentMerriott Lyle Distribution - Order Form (signed)
- 14 Feb 2025documentMerriott Lyle Distribution - Data Processing Agreement (signed)
- 14 Feb 2025documentMerriott Lyle Distribution - Master Services Agreement (signed)
- 12 Feb 2025email_threadOrder form for signature
- 3 Feb 2025email_threadFollowing our call: order form and next steps
+2
- 30 Jan 2025callMerriott Lyle Distribution / BB-Demo – Negotiation
+2
- 27 Jan 2025email_threadCall to talk through terms
- 27 Jan 2025documentMerriott Lyle Distribution - Master Services Agreement v2
- 6 Jan 2025email_threadProposal for Merriott Lyle: your questions
- 6 Jan 2025documentMerriott Lyle Distribution - Proposal
- 6 Jan 2025callMerriott Lyle Distribution / BB-Demo – Proposal
- 31 Dec 2024email_threadTime to go through the proposal
- 31 Dec 2024documentMerriott Lyle Distribution - Proposal v1
- 30 Dec 2024email_threadSecond demo session: preparation
+1
- 27 Dec 2024callMerriott Lyle Distribution / BB-Demo – Demo
+1
- 26 Dec 2024documentMerriott Lyle Distribution - Security Questionnaire
- 23 Dec 2024email_threadScheduling the next demo session
- 17 Dec 2024email_threadMerriott Lyle Distribution: follow-up from the demo
+1
- 17 Dec 2024callMerriott Lyle Distribution / BB-Demo – Demo
+1
- 11 Dec 2024email_threadArranging the demo on your data
- 2 Dec 2024email_threadFollowing up on our discovery call
- 2 Dec 2024callMerriott Lyle Distribution / BB-Demo – Discovery
- 28 Nov 2024email_threadDiscovery call: finding a time
- 21 Nov 2024eventBB-Demo webinar
+22
- 8 Nov 2024dealMerriott Lyle Distribution – New
- 5 Nov 2024email_threadWebinar invitation: Thursday 21 Nov 2024
- 17 May 2024newsMerriott Lyle Distribution secures twelve million pounds in new funding
- 13 Mar 2024eventData leaders conference (BB-Demo stand)
+3
- 6 Mar 2024email_threadCome and see us at the data leaders conference
- 15 Feb 2024eventBB-Demo webinar
+11
- 4 Feb 2024email_threadInvitation: BB-Demo webinar on Thursday 15 Feb 2024
Contacts
Evidence trail
Updated 9 Oct 26Merriott Lyle Distribution's pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 181 AI summaries of 193 raw things (calls, tickets, emails, news), 7 people (7 with an AI write-up) and 8 staff (0 with an AI write-up), shown on 16 pages. 1 AI record in this trail is not yet analysed.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Merriott Lyle Distribution / BB-Demo – Discovery entity
- Merriott Lyle Distribution entity
- accounting/customers.csv org_076 raw row
- crm/companies.csv org_076 raw row
- product_analytics/tenants.csv org_076 raw row
- call_recorder/calls.csv call_076_001 raw row
- Merriott Lyle Distribution entity
- Merriott Lyle Distribution / BB-Demo – Demo entity
- Merriott Lyle Distribution entity
- accounting/customers.csv org_076 raw row
- crm/companies.csv org_076 raw row
- product_analytics/tenants.csv org_076 raw row
- call_recorder/calls.csv call_076_002 raw row
- Merriott Lyle Distribution entity
- Merriott Lyle Distribution / BB-Demo – Demo entity
- Merriott Lyle Distribution entity
- accounting/customers.csv org_076 raw row
- crm/companies.csv org_076 raw row
- product_analytics/tenants.csv org_076 raw row
- call_recorder/calls.csv call_076_003 raw row
- Merriott Lyle Distribution entity
- Merriott Lyle Distribution / BB-Demo – Proposal entity
- Merriott Lyle Distribution entity
- accounting/customers.csv org_076 raw row
- crm/companies.csv org_076 raw row
- product_analytics/tenants.csv org_076 raw row
- call_recorder/calls.csv call_076_004 raw row
- Merriott Lyle Distribution entity
- Merriott Lyle Distribution / BB-Demo – Negotiation entity
- Merriott Lyle Distribution entity
- accounting/customers.csv org_076 raw row
- crm/companies.csv org_076 raw row
- product_analytics/tenants.csv org_076 raw row
- call_recorder/calls.csv call_076_005 raw row
- Merriott Lyle Distribution entity
- Merriott Lyle Distribution / BB-Demo – Kickoff entity
- Merriott Lyle Distribution entity
- accounting/customers.csv org_076 raw row
- crm/companies.csv org_076 raw row
- product_analytics/tenants.csv org_076 raw row
- call_recorder/calls.csv call_076_006 raw row
- Merriott Lyle Distribution entity
- +201 more
- Merriott Lyle Distribution / BB-Demo – Discovery entity
- AI opinion page block
- Merriott Lyle Distribution healthy AI record
- Merriott Lyle Distribution – New entity
- Merriott Lyle Distribution entity
- accounting/customers.csv org_076 raw row
- crm/companies.csv org_076 raw row
- product_analytics/tenants.csv org_076 raw row
- contracts/order_form_lines.csv ctr_076_01:1 raw row
- contracts/order_form_lines.csv ctr_076_01:2 raw row
- contracts/order_form_lines.csv ctr_076_01:3 raw row
- contracts/order_forms.csv ctr_076_01 raw row
- crm/deal_line_items.csv deal_076_01:1 raw row
- +9 more
- Merriott Lyle Distribution entity
- Merriott Lyle Distribution – Renewal entity
- Merriott Lyle Distribution entity
- accounting/customers.csv org_076 raw row
- crm/companies.csv org_076 raw row
- product_analytics/tenants.csv org_076 raw row
- contracts/order_form_lines.csv ctr_076_02:1 raw row
- contracts/order_form_lines.csv ctr_076_02:2 raw row
- contracts/order_forms.csv ctr_076_02 raw row
- crm/deal_line_items.csv deal_076_02:1 raw row
- crm/deal_line_items.csv deal_076_02:2 raw row
- +5 more
- Merriott Lyle Distribution entity
- Merriott Lyle Distribution – Expansion entity
- Merriott Lyle Distribution entity
- accounting/customers.csv org_076 raw row
- crm/companies.csv org_076 raw row
- product_analytics/tenants.csv org_076 raw row
- contracts/order_form_lines.csv ctr_076_03:1 raw row
- contracts/order_forms.csv ctr_076_03 raw row
- crm/deal_line_items.csv deal_076_03:1 raw row
- crm/deal_stage_history.csv deal_076_03:1 raw row
- crm/deal_stage_history.csv deal_076_03:2 raw row
- +3 more
- Merriott Lyle Distribution entity
- Merriott Lyle documents: Enterprise to Feb 2027 AI record
- Merriott Lyle Distribution - Security Questionnaire entity
- Merriott Lyle Distribution entity
- accounting/customers.csv org_076 raw row
- crm/companies.csv org_076 raw row
- product_analytics/tenants.csv org_076 raw row
- document_store/files.csv doc_076_001 raw row
- Merriott Lyle Distribution entity
- Merriott Lyle Distribution - Proposal v1 entity
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- Merriott Lyle Distribution entity
- Merriott Lyle Distribution – Renewal entity
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- Merriott Lyle Distribution entity
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- Merriott Lyle Distribution entity
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- Merriott Lyle Distribution entity
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- Merriott Lyle Distribution entity
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- Merriott Lyle Distribution entity
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- Open deals (not yet analysed) page block
- Documents page block
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- hero page block
- Key facts page block
- Evidence trail page block
- The story page block
- Next step page block
- Open tickets page block
- Profile page block
- Sources page block
- Platform usage page block