Who they are
Insight
As at Fri 9 Oct 2026Day-to-day user at Maelbeek Assurances in Brussels, not an admin. He asks 12% of the organisation's questions in the last 90 days and has raised two tickets on search and duplicate data. Not a buyer.
Role: Client Services Manager and CRM role user. His platform account was created on 2026-02-06 and he is not an admin. Laura Penhaligon trained him on 5 Mar 2026, and he uses search to pull client history and renewal status during client calls.
Influence: A heavy, practical user rather than a decision-maker. He asked 440 of 3418 questions in the last 12 months, 13%, which is a modest key-person concentration.
Watch: He raised two tickets: incomplete search results (21 Apr 2026) and duplicate complaint records (7 Aug 2026), the latter with a 593 minute first response. He relies on overnight freshness, so data quality slips will reach him first.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Maelbeek Assurances | Client Services Manager | user | lucas.goossens@maelbeek.example |
Activity
- Upcoming
- 19 Nov 2026upcoming eventBG-Demo webinar
+33
- Held
- 7 Aug 2026ticketDuplicate complaint records
- 16 Jul 2026eventBG-Demo webinar
+38
- 21 Apr 2026ticketMissing data in search results
- 5 Mar 2026callMaelbeek Assurances / BG-Demo – Training
- 15 Jan 2026eventBG-Demo webinar
+35
- 27 Oct 2025callMaelbeek Assurances / BG-Demo – Demo
+2