Lindqvarn Retail / BB-Demo – Demo
Callcompleted
Lindqvarn Retail: documents · 2025-02-19 08:30
Hannah Lowe demoed the brain on sample exports for Karin Sjöberg and Johan Berglund. They want one segment view that store managers can use, and returns with reasons. No tier or price was discussed; a decision was still targeted for 18 Mar 2025.
What was said
What this says
Current to 11 Oct 26Hannah Lowe demoed the brain on sample exports for Karin Sjöberg and Johan Berglund. They want one segment view that store managers can use, and returns with reasons. No tier or price was discussed; a decision was still targeted for 18 Mar 2025.
What happened: Hannah ran the 19 Feb 2025 demo on sample exports from customer service, e-commerce and store feedback. Johan had to leave early and had nothing to decide.
Customer view: Karin wants one segment view that store managers can use, and pages her team owns. Johan wants returns and complaints by product without building a report each time.
Commercial: No tier or price was named. Hannah mentioned the Enterprise security review, and Tom Ashdown said a decision was still targeted for 18 Mar 2025.
Watch: Return reasons are often blank at source, which limits the returns answer. Karin said Mats will want to know the control is the customer's, so a written architecture note is owed.
Themes
Current to 9 Oct 26Theme
Segment view demo
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Hannah Lowe to send the written architecture note and the list of what is needed from IT.
- Tom Ashdown to diarise the security conversation and prepare the numbers for Mats.
- Johan Berglund to send his questions for use in the next demo session.
Risks
Current to 9 Oct 26- Return reasons are often blank in the customer's own data, so the returns answer may look thin.
- Mats needs written assurance that control stays with the customer inside their own Snowflake account.
Opportunities
Current to 9 Oct 26- Store-manager pages and a dashboards builder could justify Growth or Enterprise.
- Johan's returns-by-channel question gives a concrete test for the next session.
Transcript
Tom Ashdown NoneMorning, all. Early one, this. Karin, how are you? Johan, good to have you.
Karin Sjöberg NoneGood morning, Tom. I am well, thank you. Johan has joined, he is just sharing his camera.
Johan Berglund NoneMorning. Can you hear me? Good. Apologies, I have a call with the web team straight after, so I may need to leave a little early.- Tom Ashdown NoneNo problem at all. Hannah's going to run the demo, and I'll keep out of her way. Hannah, over to you.
Hannah Lowe NoneThanks, Tom. Good morning. Before I share anything, what do you most need to know from the next hour? I can shape it around that.- Karin Sjöberg NoneWe should anchor this. I would like to see one customer segment across customer service, the web shop and the store feedback, and I would like the store managers to be able to use it.
- Johan Berglund NoneFrom e-commerce I care about whether it can answer questions about returns and complaints by product without my team building a report each time.
- Hannah Lowe NoneGood, that's clear. The short answer is yes to both. The longer answer is that it depends on how clean the sources are, and I'll show you where that bites. I've loaded sample exports from the three areas into a demo set, so you'll see your own shape of data rather than something polished.
- Hannah Lowe NoneSharing my screen now. This is the front page. Think of it as one search box over everything connected. Let me ask something plain: which products attract the most complaints in customer service.
- Hannah Lowe NoneIt comes back with an answer, and, importantly, it shows where each part came from. Here are the helpdesk tickets, and here is the link back to the original record.
- Karin Sjöberg NoneThat is the part I like. The source is visible. What do the stores say, though? Can I add the store feedback to the same question?
- Hannah Lowe NoneYes. Same question, now with the store forms included. You can see the store feedback speaks about the same products, with a slightly different emphasis. Stores mention delivery and assembly more than the helpdesk does.
- Johan Berglund NoneThat is interesting. In e-commerce we see returns, but not the reason. Can you show returns next to that?
- Hannah Lowe NoneLet me do it. I'll ask for returns by product alongside the complaint themes. There. The caveat, to be precise, is that this is only as good as the field that records the return reason. In the sample, about a fair share of them are blank, so the brain says so rather than guessing.
- Johan Berglund NoneThat is honest. Our return reasons are not always filled in. We know that.
- Hannah Lowe NoneIt's worth knowing early. It's fixable at the source, and the brain will show you where the gaps are, which most people find useful in itself.
- Tom Ashdown NoneCan I come in? This is the bit customers tell me they like, Karin. Not the clever answer, but being told what it can't answer.
- Karin Sjöberg NoneYes. I would rather be told. Hannah, can you show how a store manager would use it? She does not want a dashboard with twenty filters.
- Hannah Lowe NoneRight. Here's a page built for a regional store manager. It's a saved view with three questions already on it, and she can type her own underneath. Pages like this are part of every tier. The dashboards builder is a Growth and above feature, which Enterprise includes.
- Johan Berglund NoneWho builds the pages? My team, or yours?
- Hannah Lowe NoneYours, once we've set it up. We'd build the first ones with you during implementation so your team knows how, and then you own them.
- Karin Sjöberg NoneThat matters. We do not want to depend on you for every change.
- Hannah Lowe NoneUnderstood. Let me come to the architecture, because I know your IT colleagues will ask. The brain is built and run inside your own Snowflake account. Your data stays there, and we work within the permissions you give us.
- Karin Sjöberg NoneMats will ask about that. He wants to know the control is ours.
- Hannah Lowe NoneThen I'll put it in writing: what we can see, what we can't, and how access is granted and removed. For the Enterprise tier there's also a security review, and I'd do that with your IT team. I won't answer anything about a specific control until I've checked it properly, so you'll get a written answer, not a guess on a call.
- Johan Berglund NoneGood. That is what I would want. I must go in a few minutes. Is there anything I should decide today?
- Tom Ashdown NoneNothing at all, Johan, no drama. Just tell us what question you'd most like to see answered, and Hannah can use it in the next session.
- Johan Berglund NoneReturns by product and by channel, with the reason. And whether campaigns change the complaints. I will send a short note.
- Hannah Lowe NonePerfect, that's a good test. Thanks, Johan.
- Karin Sjöberg NoneThank you, Johan. We will think about it together afterwards, with Mats.
- Tom Ashdown NoneRight, so, next steps. Hannah sends the written architecture note and a list of what we'd need from your IT. Johan sends his questions. I'll get something in the diary for the security conversation and the numbers for Mats. We're still working towards Tuesday 18 March 2025 for a decision, but only if it feels right to you.
- Karin Sjöberg NoneThat is acceptable. Thank you both. It was clearer than I expected.
- Hannah Lowe NoneThanks, Karin, thanks, all. Thanks, Hannah, as they say. Speak soon.
- Tom Ashdown NoneCheers, everyone.
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