Brakkevoort Logistics / BB-Demo – Qbr
Callcompleted
Brakkevoort Logistics: documents · 2025-08-26 10:30
Pieter van Dam says the shipper page and call search deliver real time savings. He wants planners onboarded and the SharePoint contract folder connected. No tickets and nothing overdue were reported.
What was said
What this says
Current to 11 Oct 26Pieter van Dam says the shipper page and call search deliver real time savings. He wants planners onboarded and the SharePoint contract folder connected. No tickets and nothing overdue were reported.
What happened: Natalie Eze ran the QBR on 26 Aug 2025 with Pieter. She reported steady growth in monthly active users, no tickets in the last month and nothing overdue.
Customer view: Pieter says most account managers now use the shipper page and that the nightly refresh is there each morning. He says a planner can find what was promised to a shipper in a minute.
Commercial: Pieter wants two things, the planners and the contract folder. A SharePoint connector would extend the Growth subscription, and his value statement will help the renewal conversation.
Watch: active use is eight or nine of forty licensed users, mostly account managers. Pieter will check with IT on permissions first, and Natalie has promised a date only after seeing the requirements.
Themes
Current to 9 Oct 26Theme
Adoption and SharePoint connector
Importance
praise
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Natalie Eze sends the planner example on Brakkevoort's data and the SharePoint requirements list.
- Pieter van Dam checks with IT who owns the SharePoint permissions.
- Natalie comes back next week with what the connector needs and a date once she has seen it.
Risks
Current to 9 Oct 26- Active use is concentrated in account managers, with planners and management mostly absent.
- The SharePoint connector depends on IT permissions at the customer, which could delay it.
Opportunities
Current to 9 Oct 26- A SharePoint connector for shipper contract documents would put contract terms beside exceptions.
- A planner example on Brakkevoort's own data, shown at the weekly review, could bring planners in.
Transcript
Natalie Eze NoneMorning, Pieter. Can you hear me all right? I've got the call recorder running, so say if you'd rather I switch it off.
Pieter van Dam NoneGood morning, Natalie. I hear you fine, and the recording is no problem. Before we start, to be clear, last time you said you would send the note on how to group shipper accounts. Did that go out?- Natalie Eze NoneIt did, I sent it the same week. I've got it in front of me. And the plan was your account managers would try the grouping on their Monday shipper review. Did they?
- Pieter van Dam NoneYes. Not everybody, but most. They like it. They open the shipper page and they see the exception tickets, the calls and the emails in one place. Before, they went to three systems. Now one.
- Natalie Eze NoneThat's exactly what I wanted to hear. Let me share my screen and walk you through the quarter, because I think you'll like the shape of it. Can you see the usage page?
- Pieter van Dam NoneI see it. Go on.
- Natalie Eze NoneSo you're on Growth, forty licensed users, and the average number of people active in a month is sitting at about eight or nine. That's up on the quarter before by a good margin, around a fifth. It isn't forty, obviously, but it's the right direction and it's steady rather than a spike.
- Pieter van Dam NoneEight or nine is the account managers who use it every week. The rest is management and the planners. What is the plan to bring the others in? Let's make it concrete.
- Natalie Eze NoneFair. I'd say two things. First, the planners don't have a reason to open it yet, so I'd show them one question that saves them time. Second, you have a lot of headroom in licences, so there's no pressure to be careful about who you invite.
- Pieter van Dam NoneWhich question would you show the planners?
- Natalie Eze NoneSomething like which shippers have had repeated exceptions this month and what was said on the last call with them. The brain pulls that from the tickets and the recorded calls. I can build the example on your own data and send it over.
- Pieter van Dam NoneYes, do that. If it works I show it in the weekly review. People copy what they see in the room.
- Natalie Eze NoneLovely. Next, the support side. You've had no tickets in the last month, and nothing high priority. So either it's all working or nobody's using it enough to break it, and I think from what you've said it's the first.
- Pieter van Dam NoneIt works. The nightly refresh is there when we start in the morning. If it was late my people would shout at me, believe me.
- Natalie Eze NoneHa, good. And on the finance side, nothing is overdue, so that's clean as well. I won't make you listen to the invoice details, your CFO has those.
- Pieter van Dam NoneMarloes checks everything against the contract. She is happy, I think. If she is not, she tells me within one day.
- Natalie Eze NoneGood to know. Right, the one thing I'd flag is the connectors. You've got what the order form promised live, but I don't see anything new being added. Is there a source your team keeps going back to by hand?
- Pieter van Dam NoneYes. The shipper contract documents. They are in a shared folder and people still search them manually. If the brain can read them, then the account manager sees contract terms next to the exceptions. That would be very useful.
- Natalie Eze NoneOkay, that's a clear one. Is it SharePoint, or Google Workspace, or something else?
- Pieter van Dam NoneSharePoint. I will check with IT who owns the permissions, because I don't want to promise you something and then wait two weeks.
- Natalie Eze NonePerfect, that's honest. I'll find out what a SharePoint connector needs from our side and send you a short list so IT know what to expect. I can't give you a date until I've seen it, so I'll come back to you next week.
- Pieter van Dam NoneGood. Next week, then. I write it down.
- Natalie Eze NoneWhile we're on value, can I ask the question I always ask at a quarterly review? If I took the brain away tomorrow, what would your team miss first?
- Pieter van Dam NoneThe shipper page. Without question. And the search over the calls. A planner can find what was promised to a shipper in a minute, before it took half a day. That is a real saving, and my managers say it to me without asking.
- Natalie Eze NoneThat's useful, thank you. I'll put that in the summary in your words. It helps when it comes to the renewal conversation next year, and it means Tom has something real to point at.
- Pieter van Dam NoneTom is fine. We talk when it is needed. For now I want the planners and the contract folder. Those two.
- Natalie Eze NoneSo, to close the loop. I send you the planner example on your data, and the SharePoint requirements. You check with IT on permissions and show the example at the weekly review. Anything I've missed?
- Pieter van Dam NoneNo. That is it. Send me the written summary today if you can, so I can forward it.
- Natalie Eze NoneWill do, it'll be with you this afternoon. Thanks, Pieter, really good session.
- Pieter van Dam NoneThank you, Natalie. Groet. Speak soon.
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