B-Viz
Kristen Haugen

Kristen Haugen

Person

Shilshole Software logo Shilshole Software · champion

Kristen Haugen is the CRM champion at Shilshole Software, a prospect, not yet a customer. She backs the Starter scope, but her director signs off and will push on price. A draft order form is owed by Jordan Pike.

Who they are

Insight

As at Fri 9 Oct 2026

Kristen Haugen is the CRM champion at Shilshole Software, a prospect, not yet a customer. She backs the Starter scope, but her director signs off and will push on price. A draft order form is owed by Jordan Pike.

Role: Director of Customer Success in Seattle, recorded in the CRM as champion. She leads the evaluation and has been on the discovery, demo and proposal calls, with one deal on record.

Influence: She sponsors the deal but does not sign. On the 6 Oct 2026 call she said her director signs off, with finance copied in, and legal will want the data processing terms. She wants a trial on three marina accounts first.

Watch: Her director's first question is who can see call recordings. The evidence does not show whether the deal total of £28k is the first-year figure. The draft order form is an open item, and she wants go-live before year end.

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

CRM records

OrganisationTitleRoleEmail
Shilshole SoftwareDirector of Customer Successchampionkristen.haugen@shilshole.example

Activity

  • Upcoming
  • 15 Oct 2026upcoming callShilshole Software / BG-Demo – Negotiation Jordan Pike, Owen Tallis, Scott Nakamura, Kristen HaugenShilshole Software logoJordan PikeOwen TallisScott Nakamura+1
  • Held
  • 6 Oct 2026callShilshole Software / BG-Demo – Proposal Jordan Pike, Kristen HaugenShilshole Software logoJordan PikeKristen Haugen
  • 30 Sep 2026email threadProposal review call Jordan Pike, Kristen HaugenShilshole Software logoJordan PikeKristen Haugen
  • 22 Sep 2026email threadFollowing up on the demo Jordan Pike, Theo Gallagher, Kristen Haugen, Jenna LindstromShilshole Software logoJordan PikeTheo GallagherKristen Haugen+1
  • 22 Sep 2026eventRevenue leaders roundtable Alice Brewer, Louise Pring, Eamon Burke, Sarah Northcott, Pradeep Menon, Margaret Cleland, Toby Mellor, Catherine Mayo, Gordon McInnes, Thomas Schumacher, Gary Pellegrin, Nicole Dahl, Colin Airey, Nathan Booth, Lukas Hartwig, Rebecca Nuttall, Kirsty Hepworth, Gillian Thewlis, Rhys Gulliver, Imran Qureshi, Liz Waddington, Noor el Amrani, Amy Royle, Gail Moorcroft, Nathan Hulme, Lorna Cairns, Vincent Ackerley, Orla Mannion, Glenn Wojcik, Pauline Northey, Marisol Ybarra, Monique Jefferson, Dennis Mrozek, Jens Krause, Kristen Haugen, Gijs Koster, Marie Wouters, Mette Kjær, Brandon Russell, Vicky Brearley, Ade Ogunleye, Toby Carswell, Ed Eccles, Brandon Sullivan, Marie Goossens, Polly Illingworth, Gregory Hasselbeck, Matt Colenso, Carl Whittle, Samuel Adeyemi, Clara Hoskins, Siobhán Nolan, Bas Kuijpers, Joanne Unwin, Jade Kenwright, Liam Corner, Monique Fairley, Dana KurtzAlice BrewerLouise PringEamon Burke+55
  • 18 Sep 2026callShilshole Software / BG-Demo – Demo Jordan Pike, Theo Gallagher, Kristen Haugen, Jenna LindstromShilshole Software logoJordan PikeTheo GallagherKristen Haugen+1
  • 17 Sep 2026email threadInvitation: revenue leaders roundtable, London Alice Brewer, Kristen HaugenShilshole Software logoAlice BrewerKristen Haugen
  • 14 Sep 2026email threadBooking your product demo Jordan Pike, Kristen HaugenShilshole Software logoJordan PikeKristen Haugen
  • 1 Sep 2026email threadAfter our discovery call Jordan Pike, Kristen HaugenShilshole Software logoJordan PikeKristen Haugen
  • 1 Sep 2026callShilshole Software / BG-Demo – Discovery Jordan Pike, Kristen HaugenShilshole Software logoJordan PikeKristen Haugen
  • 10 Aug 2026dealShilshole Software – New Jordan Pike, Kristen HaugenShilshole Software logoJordan PikeKristen Haugen

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

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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.

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What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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.

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