Who they are
Insight
As at Fri 9 Oct 2026Kristen 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.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Shilshole Software | Director of Customer Success | champion | kristen.haugen@shilshole.example |
Activity
- Upcoming
- 15 Oct 2026upcoming callShilshole Software / BG-Demo – Negotiation
+1
- Held
- 6 Oct 2026callShilshole Software / BG-Demo – Proposal
- 30 Sep 2026email threadProposal review call
- 22 Sep 2026email threadFollowing up on the demo
+1
- 22 Sep 2026eventRevenue leaders roundtable
+55
- 18 Sep 2026callShilshole Software / BG-Demo – Demo
+1
- 17 Sep 2026email threadInvitation: revenue leaders roundtable, London
- 14 Sep 2026email threadBooking your product demo
- 1 Sep 2026email threadAfter our discovery call
- 1 Sep 2026callShilshole Software / BG-Demo – Discovery
- 10 Aug 2026dealShilshole Software – New