Who they are
Insight
As at Fri 9 Oct 2026Wes Jago is a daily user and champion at Pentreath Cold Chain who builds dashboards and raises data freshness problems. He asked 27% of the organisation's questions in the last 90 days, so use is concentrated in him.
Role: Key Account Manager, Pharmaceuticals, in Bristol. CRM role is user and he is not a platform admin. He was sold on the pharma use case at the Sep 2023 demos, and he has since built dashboards and saved searches.
Influence: he shapes adoption in the pharma team, not price. Kerensa Trelease said price sits with the finance side. Other account managers copy his lead, and some have stopped using B-Viz when numbers look off.
Watch: stale or missing data is his recurring complaint, from the 4 Sep 2025 client view thread to the 21 Jul 2026 stale dashboards ticket. The record does not show him confirming current data. His 27% share of questions is a key-person risk.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Pentreath Cold Chain | Key Account Manager, Pharmaceuticals | user | wes.jago@pentreath.example |
Activity
- 21 Jul 2026ticketDashboards showing stale data
- 4 Mar 2026ticketExport button not working with large datasets
- 12 Feb 2026ticketHow to filter results by date range in the dashboard
- 8 Oct 2025eventData leaders conference (BG-Demo stand)
+13
- 4 Sep 2025email threadFollowing up on your support request
- 3 Sep 2025ticketDashboard build for account team
- 12 Jun 2025eventBG-Demo Customer Day
+58
- 21 May 2025email threadInvitation: BG-Demo Customer Day in London
- 20 Mar 2025eventBG-Demo webinar
+28
- 3 Mar 2025email threadInvitation: BG-Demo webinar on Thursday 20 March 2025
- 26 Nov 2024eventRevenue leaders roundtable
+40
- 13 Nov 2024email threadInvitation: Revenue leaders roundtable in London
- 16 Jul 2024ticketHow to filter and search contract reviews
- 13 Jun 2024ticketHubSpot connector not syncing
- 21 Mar 2024eventBG-Demo webinar
+24
- 14 Mar 2024ticketCan we add a historical data view for monthly reports?
- 13 Feb 2024ticketFiltering by contract type on account reviews
- 13 Feb 2024callPentreath Cold Chain / BG-Demo – Training
- 9 Feb 2024email threadTraining session for the account managers
- 18 Jan 2024eventBG-Demo webinar
+20
- 15 Jan 2024email threadInvitation: BG-Demo webinar on Thursday 18 Jan 2024
- 28 Sep 2023email threadFollowing up on Thursday's demo
+2
- 27 Sep 2023callPentreath Cold Chain / BG-Demo – Demo
+2
- 14 Sep 2023email threadDemo follow-up and your questions
+2
- 13 Sep 2023callPentreath Cold Chain / BG-Demo – Demo
+2