Paul Ottaway
Person
Saltdean Hart Insurance Brokers · user
Paul Ottaway was an Account Executive, Commercial at Saltdean Hart Insurance Brokers and a Growth user. He began sceptical, was won over in training, and used the dashboards builder. His platform user was deactivated on 21 Nov 2025.
Who they are
Insight
As at Fri 9 Oct 2026Paul Ottaway was an Account Executive, Commercial at Saltdean Hart Insurance Brokers and a Growth user. He began sceptical, was won over in training, and used the dashboards builder. His platform user was deactivated on 21 Nov 2025.
Role: CRM contact and platform user, not an admin, with no deals on record. His user account was created on 24 Nov 2024 and deactivated on 21 Nov 2025. The evidence does not show why.
Influence: He is an end user, not a decision-maker. In the 27 Jan 2025 training he said he came in doubting, then expected search to save about twenty minutes a week. He also asked a dashboards question in a June 2025 ticket.
Watch: His seat was deactivated, and the evidence does not show whether he has left the organisation. Use was concentrated in his and Sinead's team, so his departure from the platform could narrow adoption. The evidence shows no reply to the Customer Day invitation.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Saltdean Hart Insurance Brokers | Account Executive, Commercial | user | paul.ottaway@saltdeanhart.example |
Activity
- 13 Jun 2025ticketHow to merge account data from our CRM and helpdesk in dashboards
- 12 Jun 2025eventBG-Demo Customer Day
+58 - 27 May 2025email threadBG-Demo Customer Day in London
- 25 Feb 2025eventRevenue leaders roundtable
+33 - 27 Jan 2025callSaltdean Hart Insurance Brokers / BG-Demo – Training
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