Ashok Patel
Person
Strensall Merchants · admin
Ashok Patel is Strensall Merchants' only working admin and its connector expert. He is a cautious, trusted champion who gates every rollout step on ledger matches. His reliance on him alone is a key-person risk for the renewal.
Who they are
Insight
As at Fri 9 Oct 2026Ashok Patel is Strensall Merchants' only working admin and its connector expert. He is a cautious, trusted champion who gates every rollout step on ledger matches. His reliance on him alone is a key-person risk for the renewal.
Role: Head of Data and Insight in York, CRM role admin, platform admin since 28 Feb 2025. He owns connectors, account mapping, access and tickets, and appears in 21 calls, 21 threads and 16 tickets.
Influence: Neil Craven and Callie Brennan treat his sign-off as the gate for rollout. Neil said he would not take the proposal upstairs until Ashok was happy with the plumbing. Fiona Metcalfe, the finance director, makes the renewal call, not Ashok.
Watch: He is effectively the only admin and a second is still only being considered. Connector stalls followed changes on the customer side, most recently on 10 Aug 2026. A branch page slowness ticket from 6 Oct 2026 is pending on BG-Demo's reply.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Strensall Merchants | Head of Data and Insight | admin | ashok.patel@strensall.example |
Activity
- 6 Oct 2026ticketBranch trade account pages slow to load
- 24 Sep 2026eventYour renewals, read by the brain
+50 - 20 Sep 2026email threadInvitation: Your renewals, read by B-Viz
- 1 Sep 2026callStrensall Merchants / BG-Demo – QBR
+2 - 10 Aug 2026ticketConnector stopped loading new trade account records
- 23 Jun 2026ticketTrade account records stopped updating from the branch system
- 17 Jun 2026ticketHow to share a dashboard with a group of branch managers
- 29 May 2026email threadFollow-up from our QBR
+1 - 28 May 2026callStrensall Merchants / BG-Demo – QBR+1
- 29 Apr 2026ticketAdmin access for new data team members
- 6 Mar 2026email threadStrensall QBR: follow-up and next steps+2
- 5 Mar 2026callStrensall Merchants / BG-Demo – QBR+2
- 18 Feb 2026ticketHow to show a branch view of a shared trade account
- 9 Jan 2026ticketTrade credit connector has stopped loading
- 3 Nov 2025ticketDuplicate trade accounts in the account list
- 16 Oct 2025eventBG-Demo webinar
+35 - 30 Sep 2025email threadInvitation: BG-Demo webinar on Thursday 16 Oct 2025
- 8 Sep 2025ticketCredit connector not loading new records
- 1 Sep 2025email threadFollow-up from our QBR+2
- 29 Aug 2025callStrensall Merchants / BG-Demo – QBR+2
- 18 Aug 2025ticketAdding a user to the credit team view
- 29 Jul 2025ticketTrade-credit users cannot see orders for their trade accounts
- 15 Jul 2025ticketSummary export headings shifted by one column
- 25 Jun 2025ticketReturns counted twice on orders totals
- 23 Jun 2025ticketTrade credit feed set-up for branches
- 16 Jun 2025callStrensall Merchants / BG-Demo – Training
- 12 Jun 2025callStrensall Merchants / BG-Demo – Training
- 28 May 2025callStrensall Merchants / BG-Demo – Onboarding
- 22 May 2025email threadSupport follow-up on your connector load
- 22 May 2025callStrensall Merchants / BG-Demo – Onboarding
- 21 May 2025ticketHow to show one trade account across all branches
- 19 May 2025email threadOnboarding session: delivery system and user rollout
- 15 May 2025callStrensall Merchants / BG-Demo – Onboarding
- 14 May 2025email threadOnboarding session: credit system connector
- 7 May 2025email threadOnboarding session: branch system connector
- 7 May 2025callStrensall Merchants / BG-Demo – Onboarding
- 1 May 2025callStrensall Merchants / BG-Demo – Onboarding
- 29 Apr 2025email threadOnboarding: credit data session
- 25 Apr 2025email threadOnboarding follow-up: next working session
- 24 Apr 2025callStrensall Merchants / BG-Demo – Onboarding
- 16 Apr 2025callStrensall Merchants / BG-Demo – Onboarding
- 14 Apr 2025email threadOnboarding sessions: scheduling
- 11 Apr 2025callStrensall Merchants / BG-Demo – Onboarding
- 8 Apr 2025email threadOnboarding: moving today's session
- 3 Apr 2025email threadNext onboarding session: credit connector and user access
- 2 Apr 2025callStrensall Merchants / BG-Demo – Onboarding
- 28 Mar 2025email threadOnboarding sessions: getting the next one booked
- 26 Mar 2025callStrensall Merchants / BG-Demo – Onboarding
- 21 Mar 2025callStrensall Merchants / BG-Demo – Onboarding
- 20 Mar 2025email threadOnboarding session: after the first load
- 17 Mar 2025ticketRequest: filter the trade account view by branch
- 14 Mar 2025email threadOnboarding session: finding a time
- 14 Mar 2025callStrensall Merchants / BG-Demo – Onboarding
- 7 Mar 2025email threadKickoff follow-up and what I need from your side+2
- 6 Mar 2025email threadOnboarding session and source access
- 6 Mar 2025callStrensall Merchants / BG-Demo – Kickoff+2
- 6 Jan 2025email threadAfter the demo: what we showed and what happens next
+2 - 6 Jan 2025callStrensall Merchants / BG-Demo – Demo+2
- 2 Jan 2025email threadStrensall Merchants: notes and next steps after our session+2
- 2 Jan 2025callStrensall Merchants / BG-Demo – Demo+2