Catching up on how the team is finding B-Viz
Email thread Strensall Merchants · cs
Neil Craven, Director of Trade Customers, says branches use B-Viz more than expected. He wants a builder's delivery query fixed, not discussed. A check-in is planned for Tuesday or Wednesday two weeks on.
What was said
What this says
As at Fri 9 Oct 2026Neil Craven, Director of Trade Customers, says branches use B-Viz more than expected. He wants a builder's delivery query fixed, not discussed. A check-in is planned for Tuesday or Wednesday two weeks on.
Ask: Neil wants B-Viz to answer which branch and which account a caller means without delay.
Customer view: positive overall, with managers recommending it to each other. He is firm that he wants the problem solved rather than talked about.
Next: Daniel Okafor asked which account the builder called about, and will invite trade credit and key accounts once Neil confirms who is joining.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 25 Jun 2025 13:46Hi Neil, I hope you are well and that the week is treating you kindly. Thank you again for all the time you and your colleagues have given us since the start in February. I would like to find a time for a proper check-in. Usage across the branches has grown a good deal this quarter, which is lovely to see, and I would like to hear from you how the team is finding it. In particular I would like to know which branches and teams are getting the most out of it, where people are still stuck, and whether there is anything you would like us to do before the summer. Could you give me a few times over the next couple of weeks? I am happy to work around your diary, and if anyone from trade credit or key accounts would like to join, please bring them along. The more of the picture we have in the room, the better. I will come back to you by the end of the week with an invitation once I have heard from you. Best wishes, Daniel Daniel Okafor Customer Success Manager, BG-Demo
Neil Craven 27 Jun 2025 14:30Daniel, Good to hear from you. Things are going well on the whole. Branches are using it more than I thought they would, and a few of the managers have started telling each other about it, which is the best sign you can get. I have a couple of things I want to raise. A builder rang me this morning about a delivery and I had to ask which branch, which account, before anyone could tell me anything. That is what I want this to fix, so let's sort it, not talk about it. Next week is tight for me. The week after is better, Tuesday or Wednesday. Afternoon suits me best. I will ask someone from trade credit to join, and I will check who from key accounts can make it. Cheers, Neil- Daniel Okafor 27 Jun 2025 15:10Hi Neil, Thank you, that is really helpful. Just to close the loop: I will plan for the Tuesday or Wednesday the week after next, in the afternoon, and send an invitation once you have confirmed who is joining from trade credit and key accounts. I would also like to hear more about the builder who rang you this morning. If you can tell me which account it was and what they were trying to find out, I can look at it beforehand and bring something useful to the session, rather than a general walk-through. I am glad the managers are passing it on to each other. That tells us more than any number I can show you. Best wishes, Daniel