Derek Lindqvist

Person

Derek Lindqvist is the Controller at Quabbin Clinical Research and the finance recipient of BG-Demo invoices. He has not replied in any of the five email threads on record, so his influence and view of B-Viz are not shown.

made from

Who they are

Insight

As at Fri 9 Oct 2026

Derek Lindqvist is the Controller at Quabbin Clinical Research and the finance recipient of BG-Demo invoices. He has not replied in any of the five email threads on record, so his influence and view of B-Viz are not shown.

Role: Derek is the CRM finance contact in Boston. The five threads are an invitation to a London roundtable on 26 Nov 2024 and four invoice threads, from 24 Mar 2026 to 7 Oct 2026. He has no calls, tickets or deals on record.

Influence: the evidence does not show him deciding, objecting or endorsing anything. Every thread is outbound from BG-Demo with no customer response, so his sway over renewal or spend is unknown.

Watch: BG-Demo asked for a PO number on the first two invoices and again on the 7 Jul 2026 invoice, with no answer shown. The latest invoice is due 6 Nov 2026, so check payment and settle the accounts payable route.

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

AImade from

CRM records

Organisation	Title	Role	Email
Quabbin Clinical Research	Controller	finance	derek.lindqvist@quabbin.example

CRMmade from

Activity

7 Oct 2026email threadInvoice INV-233-0004 Leah Brandt, Derek Lindqvist
7 Oct 2026invoiceINV-233-0004 Derek Lindqvist
7 Jul 2026email threadInvoice INV-233-0003 for Quabbin Clinical Research Rachel Dunmore, Derek Lindqvist
7 Jul 2026invoiceINV-233-0003 Derek Lindqvist
7 Apr 2026email threadInvoice INV-233-0002 for Quabbin Clinical Research Rachel Dunmore, Derek Lindqvist
7 Apr 2026invoiceINV-233-0002 Derek Lindqvist
24 Mar 2026email threadInvoice INV-233-0001 for Quabbin Clinical Research Rachel Dunmore, Derek Lindqvist
24 Mar 2026invoiceINV-233-0001 Derek Lindqvist
26 Nov 2024eventRevenue leaders roundtable Sofia Marchetti, Craig Paterson, Paul Rigby, Moira Sinclair, Scott Galbraith, Jackie Revill, Neil Entwistle, Yasmin Openshaw, Søren Lund, Valerie Okon, Steven Holroyd, Kristin Lindahl, Brenda Oldroyd, Melinda Ochoa, Grant Mattner, Shirley Bowman, Felicity Gurney, Rona Baxter, Tracy Bullock, Octavia Blake, Mhairi MacLeod, Anil Bhatt, Derek Lindqvist, Lorna Cairns, Terry Hinchcliffe, Lynn Staniforth, Vincent Ackerley, Wouter Kok, Caroline Westby, Graeme Outram, Duncan Greenwood, Johan Berglund, Shonda Barnes, Robin Gittins, Lawrence Chen, Ken Duckworth, Henrik Lorenz, Wes Jago, Lauren Pilkington, Becky Tattersall, Ryan Heslop, Niamh Fogarty, Florian Becker+40
17 Nov 2024email threadInvitation: revenue leaders roundtable in London Sofia Marchetti, Derek Lindqvist

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