Claire Vasseur

Person

Claire Vasseur is the CRM-marked champion at Delaunay Brisset Courtage, a prospect. She led discovery and the Growth demo, but said she would take the decision to her IT director and CFO. The evidence does not show their views.

made from

Who they are

Insight

As at Fri 9 Oct 2026

Claire Vasseur is the CRM-marked champion at Delaunay Brisset Courtage, a prospect. She led discovery and the Growth demo, but said she would take the decision to her IT director and CFO. The evidence does not show their views.

Role: Head of Operations in Lyon, the main contact on two calls and one email thread. She described client data split across several systems and named Xero, the call recorder and Slack as priorities.

Influence: She drives the evaluation and agreed to a demo quickly, but the 18 Feb 2026 call shows the decision also needs her IT director and CFO. Treat her as champion, not sole decision-maker.

Watch: The quoted Growth terms differ between calls: £50k on 29 Dec 2025, then £44k on 18 Feb 2026, the v1 list price. The evidence does not show a signed order form or the outcome of the follow-up.

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

AImade from

CRM records

Organisation	Title	Role	Email
Delaunay Brisset Courtage	Head of Operations	champion	claire.vasseur@delaunaybrisset.example

CRMmade from

Activity

18 Feb 2026callDelaunay Brisset Courtage / BG-Demo – Demo Matteo Ricci, Hannah Lowe, Claire Vasseur
29 Dec 2025callDelaunay Brisset Courtage / BG-Demo – Discovery Matteo Ricci, Claire Vasseur, Laurent Brisset
17 Dec 2025email threadLet's schedule our discovery Matteo Ricci, Claire Vasseur
3 Nov 2025dealDelaunay Brisset Courtage – New Matteo Ricci, Claire Vasseur
25 Feb 2025eventRevenue leaders roundtable Sofia Marchetti, Toby Rickard, Oliver Pennock, Alexander Vallance, Asif Jagger, Steven Holroyd, Matthew Grice, Pieter de Groot, Craig Holt, Tina Goddard, Susan Tweddle, Jas Dhillon, Troy Wendt, Glen Nuttall, Timo Brand, Claire Vasseur, Douglas Entwistle, Diane Hirst, Lukas Brandl, Morag Galbraith, Vincent Ackerley, Tessa Goring, Mads Mortensen, Pat Clixby, Lien Peeters, Anders Holm, Lachlan Hutchinson, Tomasz Wiśniewski, Clara Hoskins, Kirsteen Boyd, Trevor Mayhew, Sinead Maguire, Paul Ottaway, Jade Kenwright, Liam Corner, Vikram Sethi+33

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