Corriemoor Foods / B-Brain – 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
B-Brain
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.