Who they are
Insight
As at Fri 9 Oct 2026Deepa Chauhan is the Enterprise sponsor and platform admin at Merriott Lyle Distribution. She champions the account view but does not sign. Falling branch use and the CFO's value challenge now put her credibility with directors at stake ahead of the 28 Feb 2027 renewal.
Role: Head of Commercial Systems, CRM champion and platform admin since 28 Feb 2025. She sponsored the Enterprise purchase and said at discovery that she does not sign. Malcolm Ridgway, the CFO, decides.
Influence: She controls the route to Malcolm and in Aug 2026 asked that he be kept out for now. She also asks a large share of the questions herself, a key-person risk.
Watch: Active use is about fifty to sixty of 200 seats, and directors are asking what the brain is worth. She wants every figure sourced, wants a value case she believes herself, and will take money questions through finance. Two high priority tickets in July 2026 were noticed by the regional directors.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Merriott Lyle Distribution | Head of Commercial Systems | champion | deepa.chauhan@merriottlyle.example |
Activity
- Upcoming
- 23 Oct 2026upcoming callMerriott Lyle Distribution / BG-Demo – Check In
- Held
- 4 Sep 2026ticketDuplicate trade accounts
- 18 Aug 2026email threadExpansion proposal for Merriott Lyle
- 17 Aug 2026callMerriott Lyle Distribution / BG-Demo – Proposal
- 11 Aug 2026email threadFollowing up on the QBR: usage and next steps
- 10 Aug 2026callMerriott Lyle Distribution / BG-Demo – QBR
- 7 Aug 2026email threadProposal for the renewal
- 4 Aug 2026dealMerriott Lyle Distribution – Expansion
- 31 Jul 2026email threadFinding a time for the QBR
- 28 Jul 2026email threadCheck-in notes
- 27 Jul 2026callMerriott Lyle Distribution / BG-Demo – Check In
- 22 Jul 2026ticketData refresh not completing
- 20 Jul 2026ticketSalesforce connector - no new data since Wednesday
- 20 Jul 2026email threadScheduling our next check-in
- 24 Jun 2026ticketNew credit control team doesn't see cross-branch accounts
- 24 Jun 2026callMerriott Lyle Distribution / BG-Demo – Check In
- 18 Jun 2026email threadFinding a time for our next check-in
- 29 May 2026callMerriott Lyle Distribution / BG-Demo – Check In
- 22 May 2026ticketDate range filter returning unexpected results
- 22 May 2026email threadGetting our next check-in in the diary
- 13 May 2026email threadFollowing up on the quarterly business review
+2
- 12 May 2026callMerriott Lyle Distribution / BG-Demo – QBR
+2
- 8 May 2026email threadSetting up the quarterly business review
- 29 Apr 2026callMerriott Lyle Distribution / BG-Demo – Check In
- 21 Apr 2026email threadFinding a time for our next check-in
- 7 Apr 2026callMerriott Lyle Distribution / BG-Demo – Check In
- 27 Mar 2026email threadTime for our next check-in
- 27 Feb 2026email threadNotes from the check-in
- 26 Feb 2026callMerriott Lyle Distribution / BG-Demo – Check In
- 23 Feb 2026ticketBug: search returning partial matches when exact results needed
- 20 Feb 2026email threadFinding a time for the check-in
- 16 Feb 2026email threadFollow-up from our QBR
- 13 Feb 2026callMerriott Lyle Distribution / BG-Demo – QBR
- 9 Feb 2026email threadQuarterly review: finding a slot
- 26 Jan 2026callMerriott Lyle Distribution / BG-Demo – Renewal
+2
- 16 Jan 2026ticketBranch system connector stopped loading
- 30 Dec 2025email threadNotes from our check-in
- 29 Dec 2025callMerriott Lyle Distribution / BG-Demo – Check In
- 19 Dec 2025email threadFinding time for our next check-in
- 8 Dec 2025callMerriott Lyle Distribution / BG-Demo – Renewal
+2
- 28 Nov 2025dealMerriott Lyle Distribution – Renewal
- 20 Nov 2025ticketBug: account names not displaying consistently in search
- 19 Nov 2025callMerriott Lyle Distribution / BG-Demo – Check In
- 14 Nov 2025email threadSetting up the next check-in
- 11 Nov 2025email threadFollowing up on the QBR
+2
- 10 Nov 2025callMerriott Lyle Distribution / BG-Demo – QBR
+2
- 3 Nov 2025email threadQuarterly review: finding a date
- 28 Oct 2025ticketRequest: custom filters for branch account searches
- 22 Oct 2025callMerriott Lyle Distribution / BG-Demo – Check In
- 20 Oct 2025email threadTime for a check-in?
- 24 Sep 2025ticketHow to set up filters in the account dashboard
- 24 Sep 2025ticketRegional dashboard view across branches
- 22 Sep 2025callMerriott Lyle Distribution / BG-Demo – Check In
- 18 Sep 2025email threadTime for a check-in?
- 8 Aug 2025email threadFollow-up from the quarterly review
+2
- 7 Aug 2025callMerriott Lyle Distribution / BG-Demo – QBR
+2
- 1 Aug 2025email threadFinding a time for the quarterly review
- 8 Jul 2025callMerriott Lyle Distribution / BG-Demo – Check In
- 1 Jul 2025email threadFinding a time for our next check-in
- 19 Jun 2025eventBG-Demo webinar
+32
- 12 Jun 2025ticketHow to set up a cross-region account dashboard with locked permissions
- 9 Jun 2025callMerriott Lyle Distribution / BG-Demo – Check In
- 30 May 2025email threadSetting up a check-in with Daniel
- 26 May 2025email threadInvitation: BG-Demo webinar on Thursday 19 June 2025
- 22 May 2025ticketExpanding dashboard access to branch managers
- 7 May 2025callMerriott Lyle Distribution / BG-Demo – Onboarding
- 22 Apr 2025callMerriott Lyle Distribution / BG-Demo – Onboarding
- 10 Apr 2025callMerriott Lyle Distribution / BG-Demo – Onboarding
- 2 Apr 2025callMerriott Lyle Distribution / BG-Demo – Onboarding
- 28 Mar 2025callMerriott Lyle Distribution / BG-Demo – Onboarding
- 20 Mar 2025callMerriott Lyle Distribution / BG-Demo – Onboarding
- 14 Mar 2025callMerriott Lyle Distribution / BG-Demo – Onboarding
- 7 Mar 2025email threadKickoff follow-up: actions and what I need from your side
+2
- 6 Mar 2025callMerriott Lyle Distribution / BG-Demo – Kickoff
+2
- 4 Mar 2025email threadKickoff session: plan and timing
- 6 Jan 2025email threadProposal for Merriott Lyle: your questions
- 6 Jan 2025callMerriott Lyle Distribution / BG-Demo – Proposal
- 31 Dec 2024email threadTime to go through the proposal
- 30 Dec 2024email threadSecond demo session: preparation
+1
- 27 Dec 2024callMerriott Lyle Distribution / BG-Demo – Demo
+1
- 23 Dec 2024email threadScheduling the next demo session
- 17 Dec 2024email threadMerriott Lyle Distribution: follow-up from the demo
+1
- 17 Dec 2024callMerriott Lyle Distribution / BG-Demo – Demo
+1
- 11 Dec 2024email threadArranging the demo on your data
- 2 Dec 2024email threadFollowing up on our discovery call
- 2 Dec 2024callMerriott Lyle Distribution / BG-Demo – Discovery
- 28 Nov 2024email threadDiscovery call: finding a time
- 8 Nov 2024dealMerriott Lyle Distribution – New