Corriemoor Foods / BB-Demo – Discovery
Callcompleted
Corriemoor Foods: documents · 2023-05-16 13:30
Corriemoor Foods described account managers losing time switching between Salesforce, Xero and email to answer simple customer questions. Nell Ashcombe pitched Starter and booked a demo on their own data for the following week.
What was said
What this says
Current to 11 Oct 26Corriemoor Foods described account managers losing time switching between Salesforce, Xero and email to answer simple customer questions. Nell Ashcombe pitched Starter and booked a demo on their own data for the following week.
What happened: Sarah Hollis and Elliot Allott described slow answers to order, balance and invoice questions. Nell Ashcombe outlined one search across Salesforce, Xero and Microsoft 365 email.
Customer view: Elliot said customers notice when a simple question cannot be answered immediately. Sarah expects 10 or 12 account managers, possibly a few others, to use it day to day.
Commercial: Nell positioned Starter with 15 user seats and four connectors, plus an implementation fee and an annual subscription. No price was quoted on this call.
Watch: Both customer attendees agreed to a demo next week. The evidence does not show who holds budget or the decision.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Nell Ashcombe to send a calendar invite and run the demo on Corriemoor Foods data the following week.
Risks
Current to 9 Oct 26- The evidence does not show who holds budget, so the buying decision is not yet mapped.
Opportunities
Current to 9 Oct 26- Starter fits a team of 10 or 12 account managers across Salesforce, Xero and email.
Transcript
Nell Ashcombe NoneHi Sarah, hi Elliot, thanks for making time this afternoon. Can you both hear me?
Sarah Hollis NoneYeah, we're good. Thanks for calling.- Nell Ashcombe NoneRight, so Sarah, you mentioned you've got account managers who spend a lot of time juggling different systems. Tell me what that looks like.
- Sarah Hollis NoneWell, they're always answering questions. A customer rings: where's my order, what's my balance, did this invoice get processed. Instead of answering straight away they're jumping between Salesforce, Xero, email, ringing finance. It's just slow.
Elliot Allott NoneAnd that impacts us. Customers notice when we can't answer a simple question immediately.- Nell Ashcombe NoneI hear that a lot. So what we do is give them one search. Ask the brain a question about a customer or an order and it pulls from Salesforce, Xero, email, everything, one answer. What systems are you running?
- Sarah Hollis NoneSalesforce for CRM, Xero for accounting, Microsoft 365 for email.
- Nell Ashcombe NonePerfect, we connect to all three. How many people would be using something like this day to day?
- Sarah Hollis NoneMaybe 10 or 12 account managers, possibly a few others.
- Nell Ashcombe NoneThat fits comfortably in our Starter tier. We'd set you up with 15 user seats and four connectors, Salesforce, Xero, email and calendar. There's an implementation fee to wire it all up, then an annual subscription you renew every year. But I want to show you a demo first on your actual data, so you can see how it works with your setup.
- Elliot Allott NoneThat makes sense. What's the timeline?
- Nell Ashcombe NoneI can do a demo next week if that works. Late afternoon sometime?
- Sarah Hollis NoneYeah, we can do next week.
- Nell Ashcombe NoneGreat. I'll send you a calendar invite. One of my team will walk you through it and answer any questions. Then we can have a proper chat about fit and price. Sound good?
- Sarah Hollis NoneSounds good to me.
- Nell Ashcombe NoneBrilliant. Speak soon.