Who they are
Insight
As at Fri 9 Oct 2026Karen Oxley is the North East regional branch manager and a platform admin at Strensall Merchants. She is an active champion and the most frequent ticket raiser, with 6% of the organisation's questions in the last 90 days.
Role: Regional Branch Manager, North East, based in York. Her CRM role is user, but her platform account is an admin account, created on 28 Feb 2025. She joined demos and training and has raised most of the account's tickets.
Influence: Neil Craven decides and routes money matters through Fiona. Karen shapes branch adoption: she promised to promote the tool to other branch managers and made feature requests on branch filters and credit alerts. Her share of questions is 7% over the last 12 months and 6% over the last 90 days, so she is not a key-person risk.
Watch: Her tickets point to repeated North East feed problems, most recently skipped delivery rows on 8 Jul 2026. She has lost two people who were good with B-Viz, and new starters were never trained. The renewal is 28 Feb 2027.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Strensall Merchants | Regional Branch Manager, North East | user | karen.oxley@strensall.example |
Activity
- 15 Sep 2026callStrensall Merchants / BG-Demo – Check In
+3
- 11 Aug 2026callStrensall Merchants / BG-Demo – Check In
+1
- 8 Jul 2026ticketNorth East branches not showing latest trade account deliveries
- 25 Feb 2026ticketTrade account orders not showing in the North East view
- 24 Feb 2026eventRevenue leaders roundtable
+54
- 11 Feb 2026email threadInvitation: Revenue leaders roundtable in London
- 22 Jan 2026ticketFeature request: alert when a key account's credit position changes
- 20 Nov 2025ticketFeature request: branch view of trade accounts
- 8 Sep 2025ticketAccess for a new branch manager
- 12 Aug 2025ticketDuplicate trade accounts showing in North East branches
- 16 Jun 2025callStrensall Merchants / BG-Demo – Training
- 12 Jun 2025eventBG-Demo Customer Day
+58
- 12 Jun 2025callStrensall Merchants / BG-Demo – Training
- 11 Jun 2025email threadTraining session for your branch teams
- 7 Jun 2025email threadInvitation: BG-Demo Customer Day in London
- 4 Jun 2025email threadTraining session for the North East branches
- 2 Jun 2025ticketTrade account data missing for North East branches
- 12 Mar 2025ticketCan't see my branch's trade accounts after login
- 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