Calum Sneddon

Person

Calum Sneddon was the admin and main day-to-day user at Marchbank Couriers on Starter. His platform account was deactivated on 23 Nov 2024. He asked 36% of the organisation's questions in the year to Oct 2024, a key-person risk.

made from

Who they are

Insight

As at Fri 9 Oct 2026

Calum Sneddon was the admin and main day-to-day user at Marchbank Couriers on Starter. His platform account was deactivated on 23 Nov 2024. He asked 36% of the organisation's questions in the year to Oct 2024, a key-person risk.

Role: CRM contact and admin at Marchbank Couriers in Edinburgh, created as a platform user on 24 Nov 2023. He was trained on 8 Jan 2024 and said to manage user access. He raised most of the tickets on record.

Influence: user and admin rather than a signatory. The evidence does not show him negotiating price or renewal. His 36% share of questions in the 12 months before his departure shows how much of the value rested on him.

Watch: his account was deactivated on 23 Nov 2024, so the account may have lost its admin. His tickets covered connector failures and an export limit on Starter, which is a possible Growth upsell. The evidence does not show who replaced him.

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

AImade from

CRM records

Organisation	Title	Role	Email
Marchbank Couriers	Operations Systems Coordinator	admin	calum.sneddon@marchbank.example

CRMmade from

Activity

5 Nov 2024ticketChart not displaying correctly on dashboard Calum Sneddon, Connor Webb
2 Oct 2024ticketDuplicate customer records in database Calum Sneddon, Bethan Lister
27 Aug 2024ticketHow to export search results from the brain Calum Sneddon, Bethan Lister
16 Aug 2024email threadConnector sync issue Bethan Lister, Calum Sneddon
15 Aug 2024ticketAccess denied error on dashboard Calum Sneddon, Bethan Lister
13 Jun 2024eventBG-Demo Customer Day Nell Ashcombe, Craig Paterson, Scott Galbraith, Calum Sneddon, Pamela Lyall, Ed Duckworth, Kirsty Rigby, Elliot Allott, Ravi Riley, Yasmin Openshaw, Helen Varley, Lee Garside, Paula Rennie, Anita Mistry, Clive Wardle, Rakesh Solanki, Aaron Graham, Holly Garside, Vincent Ackerley, Nichola Hogg, Chantelle Errington, Lily Harker, Aaron Crowther, Deborah Cockcroft, Matt Colenso, Nadia Bashir, Carl Whittle, Becky Tattersall, Jade Kenwright, Anthony Garrow, Kayleigh Roberts+28
17 Apr 2024ticketSlow search for historical records Calum Sneddon, Bethan Lister
26 Jan 2024ticketHelpdesk connector not syncing Calum Sneddon, Callie Brennan
8 Jan 2024callMarchbank Couriers / BG-Demo – Training Callie Brennan, Lorna Wishart, Calum Sneddon

CRMmade 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

Help & Support

Open as a page

Help & Support

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.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

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.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

Help