Deepa Chauhan
Person
Merriott Lyle Distribution · champion
Deepa Chauhan is the CRM champion and platform admin at Merriott Lyle Distribution. She runs check-ins and raises tickets, and gates access to the CFO. She is under pressure from directors to show what the Enterprise seats return.
Who they are
Insight
As at Fri 9 Oct 2026Deepa Chauhan is the CRM champion and platform admin at Merriott Lyle Distribution. She runs check-ins and raises tickets, and gates access to the CFO. She is under pressure from directors to show what the Enterprise seats return.
Role: Head of Commercial Systems in Birmingham, CRM role champion, and a platform admin since 28 Feb 2025. She raises most tickets and sets the agenda for check-ins and QBRs.
Influence: she shapes the renewal but does not sign alone. On 26 Feb 2026 she said money goes through her finance lead, and on 7 Aug 2026 she asked that Malcolm Ridgway be kept out for now.
Watch: regional directors and the CFO question usage against 200 licences. Daniel Okafor flagged her as one of the heavy askers, a key-person risk. The renewal is on 28 Feb 2027, and she wants a modest, true value case first.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Merriott Lyle Distribution | Head of Commercial Systems | champion | deepa.chauhan@merriottlyle.example |
CRMmade from
Activity
- Upcoming
- 23 Oct 2026upcoming callMerriott Lyle Distribution / BG-Demo – Check In
- Held
- 4 Sep 2026ticketDuplicate trade accounts
- 18 Aug 2026email threadExpansion proposal for Merriott Lyle
- 17 Aug 2026callMerriott Lyle Distribution / BG-Demo – Proposal
- 11 Aug 2026email threadFollowing up on the QBR: usage and next steps
- 10 Aug 2026callMerriott Lyle Distribution / BG-Demo – 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 / BG-Demo – Check In
- 22 Jul 2026ticketData refresh not completing
- 20 Jul 2026ticketSalesforce connector - no new data since Wednesday
- 20 Jul 2026email threadScheduling our next check-in
- 24 Jun 2026ticketNew credit control team doesn't see cross-branch accounts
- 24 Jun 2026callMerriott Lyle Distribution / BG-Demo – Check In
- 18 Jun 2026email threadFinding a time for our next check-in
- 29 May 2026callMerriott Lyle Distribution / BG-Demo – Check In
- 22 May 2026ticketDate range filter returning unexpected results
- 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 / BG-Demo – QBR+2
- 8 May 2026email threadSetting up the quarterly business review
- 29 Apr 2026callMerriott Lyle Distribution / BG-Demo – Check In
- 21 Apr 2026email threadFinding a time for our next check-in
- 7 Apr 2026callMerriott Lyle Distribution / BG-Demo – Check In
- 27 Mar 2026email threadTime for our next check-in
- 27 Feb 2026email threadNotes from the check-in
- 26 Feb 2026callMerriott Lyle Distribution / BG-Demo – Check In
- 23 Feb 2026ticketBug: search returning partial matches when exact results needed
- 20 Feb 2026email threadFinding a time for the check-in
- 16 Feb 2026email threadFollow-up from our QBR
- 13 Feb 2026callMerriott Lyle Distribution / BG-Demo – QBR
- 9 Feb 2026email threadQuarterly review: finding a slot
- 26 Jan 2026callMerriott Lyle Distribution / BG-Demo – Renewal+2
- 16 Jan 2026ticketBranch system connector stopped loading
- 30 Dec 2025email threadNotes from our check-in
- 29 Dec 2025callMerriott Lyle Distribution / BG-Demo – Check In
- 19 Dec 2025email threadFinding time for our next check-in
- 8 Dec 2025callMerriott Lyle Distribution / BG-Demo – Renewal+2
- 28 Nov 2025dealMerriott Lyle Distribution – Renewal
- 20 Nov 2025ticketBug: account names not displaying consistently in search
- 19 Nov 2025callMerriott Lyle Distribution / BG-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 / BG-Demo – QBR+2
- 3 Nov 2025email threadQuarterly review: finding a date
- 28 Oct 2025ticketRequest: custom filters for branch account searches
- 22 Oct 2025callMerriott Lyle Distribution / BG-Demo – Check In
- 20 Oct 2025email threadTime for a check-in?
- 24 Sep 2025ticketHow to set up filters in the account dashboard
- 24 Sep 2025ticketRegional dashboard view across branches
- 22 Sep 2025callMerriott Lyle Distribution / BG-Demo – Check In
- 18 Sep 2025email threadTime for a check-in?
- 8 Aug 2025email threadFollow-up from the quarterly review+2
- 7 Aug 2025callMerriott Lyle Distribution / BG-Demo – QBR+2
- 1 Aug 2025email threadFinding a time for the quarterly review
- 8 Jul 2025callMerriott Lyle Distribution / BG-Demo – Check In
- 1 Jul 2025email threadFinding a time for our next check-in
- 19 Jun 2025eventBG-Demo webinar
+26 - 12 Jun 2025ticketHow to set up a cross-region account dashboard with locked permissions
- 9 Jun 2025callMerriott Lyle Distribution / BG-Demo – Check In
- 30 May 2025email threadSetting up a check-in with Daniel
- 26 May 2025email threadInvitation: BG-Demo webinar on Thursday 19 June 2025
- 22 May 2025ticketExpanding dashboard access to branch managers
- 7 May 2025callMerriott Lyle Distribution / BG-Demo – Onboarding
- 22 Apr 2025callMerriott Lyle Distribution / BG-Demo – Onboarding
- 10 Apr 2025callMerriott Lyle Distribution / BG-Demo – Onboarding
- 2 Apr 2025callMerriott Lyle Distribution / BG-Demo – Onboarding
- 28 Mar 2025callMerriott Lyle Distribution / BG-Demo – Onboarding
- 20 Mar 2025callMerriott Lyle Distribution / BG-Demo – Onboarding
- 14 Mar 2025callMerriott Lyle Distribution / BG-Demo – Onboarding
- 7 Mar 2025email threadKickoff follow-up: actions and what I need from your side+2
- 6 Mar 2025callMerriott Lyle Distribution / BG-Demo – Kickoff+2
- 4 Mar 2025email threadKickoff session: plan and timing
- 6 Jan 2025email threadProposal for Merriott Lyle: your questions
- 6 Jan 2025callMerriott Lyle Distribution / BG-Demo – Proposal
- 31 Dec 2024email threadTime to go through the proposal
- 30 Dec 2024email threadSecond demo session: preparation
+1 - 27 Dec 2024callMerriott Lyle Distribution / BG-Demo – Demo+1
- 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 / BG-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 / BG-Demo – Discovery
- 28 Nov 2024email threadDiscovery call: finding a time
- 8 Nov 2024dealMerriott Lyle Distribution – New
CRMmade from