B-Viz
Sophie Ling

Sophie Ling

Staff

Account Executive · sales · reports to Owen Tallis

Sophie Ling is a London Account Executive in sales who runs discovery, demo and proposal work and some renewal paperwork. Several order forms are open: Tamar Crossing Freight, Carnmoor Fleet Leasing and Kirkhope Insurance Services.

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Insight

As at Fri 9 Oct 2026

Sophie Ling is a London Account Executive in sales who runs discovery, demo and proposal work and some renewal paperwork. Several order forms are open: Tamar Crossing Freight, Carnmoor Fleet Leasing and Kirkhope Insurance Services.

Role: Sophie Ling is an Account Executive in sales, based in London and reporting to Owen Tallis. She joined on 6 May 2025.

Book: Activity counts show 133 calls attended, 129 email threads and 104 documents authored, with no tickets assigned. Mossbrook Data Partners (35) and Carnmoor Fleet Leasing (28) carry the most activity.

Evidence: Her recent reads are mostly discovery, demo and proposal work, plus several renewal order forms. The Bilsdale Housing and Rastrick Precision Components proposals are open items, not signed paper.

Now: She is chasing the Tamar Crossing Freight order form and the unsigned Carnmoor renewal. The Kirkhope quote needs checking against the price book before its order form goes out.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

AImade from

On record

Updated 9 Oct 26
Organisations39
Calls133
Email threads129
Deals42
Documents104
Events3
Computedmade from

Calls

Kirkhope Insurance Services logoSophie LingProposal8 Oct 2026Kirkhope Insurance Services · Sophie Ling
Scheldevaart Logistics logoSophie LingDiscovery7 Oct 2026Scheldevaart Logistics · Sophie Ling
Harbrook Utility Services logoSophie LingDiscovery7 Oct 2026Harbrook Utility Services · Sophie Ling
Bilsdale Housing logoSophie LingProposal6 Oct 2026Bilsdale Housing · Sophie Ling
Tamar Crossing Freight logoSophie LingNegotiation2 Oct 2026Tamar Crossing Freight · Sophie Ling
Bellgrove Pension Trustees logoSophie LingDiscovery1 Oct 2026Bellgrove Pension Trustees · Sophie Ling
Bilsdale Housing logoSophie LingDemo22 Sep 2026Bilsdale Housing · Sophie Ling
Al Qusais Freight logoSophie LingDemo21 Sep 2026Al Qusais Freight · Sophie Ling
Kirkhope Insurance Services logoSophie LingDemo18 Sep 2026Kirkhope Insurance Services · Sophie Ling
Rastrick Precision Components logoSophie LingProposal17 Sep 2026Rastrick Precision Components · Sophie Ling
Bilsdale Housing logoSophie LingDemo14 Sep 2026Bilsdale Housing · Sophie Ling
Bab Al Nakheel Trading logoSophie LingDiscovery11 Sep 2026Bab Al Nakheel Trading · Sophie Ling
Callsmade from

Time off

FromToTypeDaysStatus
4 Dec 20268 Dec 2026holiday3booked
23 Oct 202627 Oct 2026holiday3booked
12 Oct 202614 Oct 2026holiday3booked
17 Sep 202618 Sep 2026holiday2taken
9 Aug 202613 Aug 2026holiday4taken
20 Jul 202620 Jul 2026holiday1taken
29 Jun 20261 Jul 2026holiday3taken
20 Apr 202620 Apr 2026sick1taken
7 Apr 20267 Apr 2026holiday1taken
5 Mar 20266 Mar 2026sick2taken
8 Dec 202510 Dec 2025holiday3taken
3 Dec 20254 Dec 2025holiday2taken
2 Dec 20252 Dec 2025holiday1taken
10 Nov 202510 Nov 2025holiday1taken
19 Aug 202519 Aug 2025sick1taken
7 Aug 202518 Aug 2025holiday8taken
1 Aug 20255 Aug 2025sick3taken
4 Jun 20254 Jun 2025holiday1taken
HRmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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