Who they are
Insight
As at Fri 9 Oct 2026Finance Director at Kelvinhaugh Pension Services and the CRM economic buyer. He has asked for a usage and value case at every renewal step since the Starter proposal. His platform account was deactivated on 8 Feb 2026.
Role: Finance Director and economic buyer, present on the proposal, order form, QBR and renewal conversations since the Starter proposal on 8 Dec 2023. He is a decision-maker, not a day-to-day user.
Influence: He decides nothing on calls and takes the case to the board. Fiona Drummond speaks for the value, while Hamish asks for numbers on who uses it.
Watch: The 22 Dec 2025 renewal call ended with no decision and the seat count open. The evidence does not show whether the renewal was signed, and his platform account was deactivated on 8 Feb 2026.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Kelvinhaugh Pension Services | Finance Director | Economic buyer | hamish.crawford@kelvinhaugh.example |
Activity
- 22 Dec 2025callKelvinhaugh Pension Services / BG-Demo – Renewal
+2
- 12 Dec 2025email threadFinding a time to talk about the renewal
- 9 Dec 2025email threadFollow-up from our review
+1
- 8 Dec 2025callKelvinhaugh Pension Services / BG-Demo – QBR
+1
- 1 Dec 2025callKelvinhaugh Pension Services / BG-Demo – Renewal
+2
- 10 Nov 2025email threadYour BG-Demo renewal in February
- 16 Oct 2025eventBG-Demo webinar
+28
- 27 Sep 2025email threadInvitation to our online webinar on Thursday 16 Oct 2025
- 20 Feb 2025eventBG-Demo webinar
+23
- 23 Jan 2025email threadKelvinhaugh renewal: order form for signature
- 3 Jan 2025callKelvinhaugh Pension Services / BG-Demo – Renewal
+2
- 23 Dec 2024email threadRenewal conversation
- 10 Dec 2024email threadFollowing up on our QBR
+2
- 9 Dec 2024callKelvinhaugh Pension Services / BG-Demo – QBR
+2
- 19 Nov 2024callKelvinhaugh Pension Services / BG-Demo – Renewal
+2
- 8 Nov 2024email threadYour BG-Demo renewal: next steps
- 6 Jun 2024callKelvinhaugh Pension Services / BG-Demo – QBR
+1
- 24 Jan 2024email threadOrder form for signature
- 4 Jan 2024callKelvinhaugh Pension Services / BG-Demo – Negotiation
+2
- 8 Dec 2023callKelvinhaugh Pension Services / BG-Demo – Proposal