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Simon Harte

Simon Harte

Person

Quennell Harte logo Quennell Harte · Economic buyer

Simon Harte is Managing Director at Quennell Harte and the CRM economic buyer. He led the Starter purchase from discovery to a signed order form returned on 6 Jul 2026, and asked when work can start.

Who they are

Insight

As at Fri 9 Oct 2026

Simon Harte is Managing Director at Quennell Harte and the CRM economic buyer. He led the Starter purchase from discovery to a signed order form returned on 6 Jul 2026, and asked when work can start.

Role: Managing Director and economic buyer. He joined the discovery, proposal and negotiation calls and signed the order form by email within days of receiving it. The signed copy is not in the thread.

Influence: He sets the commercial direction. On 15 Jun 2026 he said he would review terms with Louise Pring, the Finance Manager, before replying. He asked about growing, so a later move from Starter to Growth is a natural conversation.

Watch: His question about a start date is unanswered in the thread. Implementation length was quoted as four weeks on one call and eight weeks on another, so confirm it with him. The evidence does not show tickets or deals for him.

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

CRM records

OrganisationTitleRoleEmail
Quennell HarteManaging DirectorEconomic buyersimon.harte@quennellharte.example

Activity

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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