Vincent Almeida

Person

Chief Financial Officer at Pawtuxet Foodservice and CRM economic buyer. He joined the Enterprise deal at the proposal stage, pressed on ROI and price, then accepted £155k on 31 Mar 2026. No signed order form is shown.

made from

Who they are

Insight

As at Fri 9 Oct 2026

Chief Financial Officer at Pawtuxet Foodservice and CRM economic buyer. He joined the Enterprise deal at the proposal stage, pressed on ROI and price, then accepted £155k on 31 Mar 2026. No signed order form is shown.

Role: Vincent Almeida is Chief Financial Officer and the CRM economic buyer. He appears in three calls, from discovery on 15 Jan 2026 to negotiation on 31 Mar 2026, and has no email threads or tickets on record.

Influence: He asked for the ROI case, probed whether renewal is locked, and compared a consultant build. On 31 Mar 2026 he said the customer was comfortable with £155k and that procurement would be handled internally.

Watch: The evidence does not show an executed order form, and the 22 Apr 2026 signature target has passed. He holds the value case, which was still open after discovery, so lead with ROI built on Gina Ferraro's time-lost figure.

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

AImade from

CRM records

Organisation	Title	Role	Email
Pawtuxet Foodservice	Chief Financial Officer	Economic buyer	vincent.almeida@pawtuxet.example

CRMmade from

Activity

31 Mar 2026callPawtuxet Foodservice / BG-Demo – Negotiation Jordan Pike, Owen Tallis, Vincent Almeida, Gina Ferraro+1
19 Mar 2026eventBG-Demo webinar Alice Brewer, Richard Thorne, Ruben Smit, Imogen Hartley, Kelly Sharpe, Sam Yates, Danny Sargent, Ajay Bhatt, Vincent Almeida, Martin Firth, Alan Rennie, Natasha Greaves, Wayne Dobson, Christina Möller, Brenda Oldroyd, Tina Goddard, Maureen Ellis, Stijn Gielen, Clodagh Fitzgerald, Diarmuid Kenny, Eoin Hegarty, Ruth Ackroyd, Ronald Hetherington, Kevin Kershaw, Hugh Fenton, Chris Jagger, Darragh Quinlan, Tariq Mahmood, Anjali Mehta, Sabine Lechner, Colm Geraghty, Trevor Bulmer, Kyle Brumby, Arnaud Janssens, Anders Holm, Chris Riley, Chris Dyson, Jade Riley, Holly Tranter, Carl Whittle, Tomasz Wiśniewski, Clara Hoskins, Mirjam Hendriks, Tim Schröder+41
6 Mar 2026callPawtuxet Foodservice / BG-Demo – Proposal Jordan Pike, Gina Ferraro, Vincent Almeida
15 Jan 2026callPawtuxet Foodservice / BG-Demo – Discovery Jordan Pike, Gina Ferraro, Vincent Almeida

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