Eilidh Rutherford
Person
Cramond Trustee Services · champion
Eilidh Rutherford is the CRM champion at Cramond Trustee Services, a prospect. She joined both calls, returned the security questionnaire and said she was ready to proceed on 8 Oct 2026. Niall Sutherland still holds the decision.
Who they are
Insight
Current to 13 Oct 26Eilidh Rutherford is the CRM champion at Cramond Trustee Services, a prospect. She joined both calls, returned the security questionnaire and said she was ready to proceed on 8 Oct 2026. Niall Sutherland still holds the decision.
Role: Head of Trustee Operations at Cramond Trustee Services, recorded in the CRM as champion. She was on the 8 Sep 2026 discovery and the 8 Oct 2026 demo, and completed the security questionnaire before discovery.
Influence: She drives the evaluation and asked about set-up, cost, search speed, trustee sharing, refresh and support. She will discuss the proposal with Niall Sutherland, the Chief Executive, who was not on the demo and is the decision-maker.
Watch: no proposal or order form exists yet. Harvey Doyle's verbal Growth terms differ from the price book, so check them before the proposal goes to her.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Cramond Trustee Services | Head of Trustee Operations | champion | eilidh.rutherford@cramond.example |
Activity
- 12 Oct 2026callCramond Trustee Services / BB-Demo – Proposal
- 8 Oct 2026callCramond Trustee Services / BB-Demo – Demo
- 9 Sep 2026email_threadDiscovery call
- 8 Sep 2026callCramond Trustee Services / BB-Demo – Discovery
- 14 Aug 2026dealCramond Trustee Services – New
- 24 Feb 2026eventRevenue leaders roundtable
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