Juliet Ambler

Person

Juliet Ambler is the CRM champion at Fernhollow Software. She led discovery, the demo and proposal scheduling in 2023, and wants to stop answering account questions by hand. The evidence shows no signature, and her spare capacity is limited.

made from

Who they are

Insight

As at Fri 9 Oct 2026

Juliet Ambler is the CRM champion at Fernhollow Software. She led discovery, the demo and proposal scheduling in 2023, and wants to stop answering account questions by hand. The evidence shows no signature, and her spare capacity is limited.

Role: Head of Customer Success at Fernhollow Software, recorded as champion in the CRM. She would own B-Viz, with product ops doing the connections. She joined the 20 Apr 2023 discovery and the 5 May 2023 demo, and arranged the proposal walkthrough by email.

Influence: she sponsors the deal, but Giles Brockway, Chief Executive, heard the 24 May 2023 proposal and wanted the number and what is in it. Her finance people want to see the figure first.

Watch: she said she cannot give anyone more time than product ops. She needs answers she can check, and a written security answer. The evidence does not show a decision, a signature or any later activity.

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

AImade from

CRM records

Organisation	Title	Role	Email
Fernhollow Software	Head of Customer Success	champion	juliet.ambler@fernhollow.example

CRMmade from

Activity

18 Jun 2026eventBG-Demo webinar Alice Brewer, Naomi Fordham, Gemma Yates, Wade Greer, Imran Hussain, Lindsey Ward, Eline Bakker, Cian O'Leary, Huw Bevan, Stephanie Lowes, Kayla Ramirez, Stefanie Lange, Oliver Kirkby, Megan Ibbotson, Toby Cowell, Padraic Shanahan, Malcolm Hebden, Wouter Smits, Alexandra Peck, Margaret Crisp, Kiran Bassi, Nicholas Pengelly, Erin Gallant, Birgit Wolff, Claire Ogden, Johan Berglund, Juliet Ambler, Lawrence Chen, Femke de Wit, Mitchell Gallagher, Jess Doyle, Saskia Mendes, Shauna Pettibone, Priscilla Bowen, Shabana Iqbal, Joanne Unwin, Janet Pruitt, Liam Corner, Tracey Bainbridge, Andy Buckley, Julia Hartmann+38
24 May 2023callFernhollow Software / BG-Demo – Proposal Nell Ashcombe, Juliet Ambler, Giles Brockway
19 May 2023email threadProposal next steps Nell Ashcombe, Juliet Ambler
5 May 2023callFernhollow Software / BG-Demo – Demo Nell Ashcombe, Tobias Renwick, Juliet Ambler
20 Apr 2023callFernhollow Software / BG-Demo – Discovery Nell Ashcombe, Juliet Ambler
29 Mar 2023dealFernhollow Software – New Nell Ashcombe, Juliet Ambler

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