Who they are
Insight
As at Fri 9 Oct 2026Lindsay Pallister is the day-to-day champion at Pelton Grange Care: she led discovery, onboarding and training, and spoke at the 30 Jul 2026 renewal call. A slow-query ticket from 2 Oct 2026 is still pending with engineering.
Role: Head of Care Operations in Durham, recorded in the CRM as champion. She has a platform account created 10 Sep 2025 with admin rights. She opened discovery and attended the demos, onboarding and training calls.
Influence: She builds the case for use, while Finance Director Barry Coxon holds the commercial decision. At the 30 Jul 2026 renewal call she said use is embedded across the homes.
Watch: Her ticket on intermittent slowness on complex queries is pending after escalation to engineering. She also raised stale incident data and duplicate records earlier in 2026.
Next: The renewal quote should be checked against the executed order form before it goes to her and Barry. The evidence does not show a renewal outcome.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Pelton Grange Care | Head of Care Operations | champion | lindsay.pallister@peltongrange.example |
Activity
- 2 Oct 2026ticketIntermittent slowness on complex queries
- 30 Jul 2026callPelton Grange Care / BG-Demo – Renewal
+2
- 6 Jul 2026ticketContact data not refreshing
- 11 Jun 2026eventBG-Demo Customer Day London
+116
- 11 Jun 2026dealPelton Grange Care – Renewal
- 26 May 2026eventRevenue leaders roundtable
+54
- 2 Apr 2026ticketDashboard visualization issue
- 18 Mar 2026ticketDuplicate contact records
- 29 Oct 2025callPelton Grange Care / BG-Demo – Training
- 16 Oct 2025callPelton Grange Care / BG-Demo – Onboarding
- 3 Oct 2025callPelton Grange Care / BG-Demo – Onboarding
- 19 Sep 2025email threadKickoff follow-up
+1
- 18 Sep 2025callPelton Grange Care / BG-Demo – Kickoff
+1
- 16 Sep 2025ticketAccess permissions
- 31 Jul 2025callPelton Grange Care / BG-Demo – Negotiation
+1
- 9 Jul 2025email threadFollowing our proposal conversation
- 7 Jul 2025callPelton Grange Care / BG-Demo – Proposal
- 2 Jul 2025email threadProposal walkthrough, next steps
- 23 Jun 2025callPelton Grange Care / BG-Demo – Demo
+1
- 19 Jun 2025eventBG-Demo webinar
+32
- 12 Jun 2025callPelton Grange Care / BG-Demo – Demo
+1
- 13 May 2025callPelton Grange Care / BG-Demo – Discovery
- 6 May 2025email threadLet's schedule a discovery call
- 16 Apr 2025dealPelton Grange Care – New