Who they are
Insight
As at Fri 9 Oct 2026Practice Systems Lead and admin at Ellerby Dental Group, main technical contact since onboarding. She asked 30% of the organisation's questions in the last 12 months. She raised the adoption drop and the SSO enquiry.
Role: Practice Systems Lead in Derby, a CRM admin and platform admin since 23 Apr 2025. She was the main technical contact at onboarding and appears on 10 tickets.
Influence: she asked 30% of the organisation's questions in the last 12 months and 31% in the last 90 days, so she is a key-person risk. Rebecca Oakes was named business champion; Megan shapes technical and admin decisions.
Watch: on 7 Sep 2026 she reported a sharp adoption decline, and on 8 Sep 2026 a stalled sync. On 20 Jul 2026 she asked about SSO, which is Enterprise-only, so an upgrade conversation is open.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Ellerby Dental Group | Practice Systems Lead | admin | megan.statham@ellerbydental.example |
Activity
- 22 Sep 2026ticketDate range filter in dashboard builder throwing error
- 21 Sep 2026ticketNeed to set up access for new team member
- 8 Sep 2026email threadSomething seems broken with the data sync
- 7 Sep 2026ticketAdoption has dropped significantly, how do we recover?
- 21 Jul 2026ticketDashboards showing stale data after failed refresh
- 20 Jul 2026ticketSetting up single sign-on for our team
- 29 Jun 2026ticketZendesk connector stopped loading new tickets
- 15 Jun 2026ticketDashboard loading times have slowed
- 18 Nov 2025ticketHow to group data by practice in dashboards
- 8 Sep 2025ticketDashboard loading slowly
- 5 Aug 2025ticketDuplicate practice records
- 11 Jun 2025callEllerby Dental Group / BG-Demo – Training
- 9 Jun 2025callEllerby Dental Group / BG-Demo – Onboarding
- 30 May 2025callEllerby Dental Group / BG-Demo – Onboarding
- 27 May 2025eventRevenue leaders roundtable
+40
- 23 May 2025callEllerby Dental Group / BG-Demo – Onboarding
- 21 May 2025email threadPrep pack for on-site training
- 21 May 2025email threadScheduling on-site training
- 12 May 2025callEllerby Dental Group / BG-Demo – Onboarding
- 1 May 2025callEllerby Dental Group / BG-Demo – Onboarding
- 28 Apr 2025email threadImplementation kickoff, next steps
+1
- 25 Apr 2025callEllerby Dental Group / BG-Demo – Kickoff
+1
- 25 Feb 2025callEllerby Dental Group / BG-Demo – Demo
+1