Lindqvarn Retail / BB-Demo – Demo
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Lindqvarn Retail: documents · 2025-03-05 10:30
In the 5 Mar 2025 demo Karin and Johan tested joined-up segment answers, freshness and dashboards. Tom gave an Enterprise ballpark of about £129k all-in, and Karin wants the CFO involved before any decision.
What was said
What this says
Current to 11 Oct 26In the 5 Mar 2025 demo Karin and Johan tested joined-up segment answers, freshness and dashboards. Tom gave an Enterprise ballpark of about £129k all-in, and Karin wants the CFO involved before any decision.
What happened: Hannah built a live dashboard and showed cited answers across tickets, orders and store feedback. Freshness, permissions and security came up.
Customer view: Karin said store managers must be able to act on it or it has no value. Johan likes that it beats exporting to a spreadsheet.
Commercial: Johan asked for a budget ballpark and Tom gave about £129k in total on Enterprise with implementation included, to be confirmed in the proposal. Tom also pointed to the Enterprise freshness credit.
Watch: Karin wants the CFO to see the return before anything is decided. Store comments often lack a customer link, so expectations need setting in writing.
Themes
Current to 9 Oct 26Theme
Enterprise fit and budget
Importance
upsell
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send the proposal and confirm the split between implementation and subscription.
- Tom Ashdown to diarise a proposal session with the CFO present.
- Hannah Lowe to send the written summary covering store feedback and permissions, then lead the security review.
Risks
Current to 9 Oct 26- The CFO has not been involved yet and will want to see the return before any decision.
- Many store comments carry no customer, so a person-level segment match will not be possible there.
- The security review and permissions model are still to be walked through with the customer's security officer.
Opportunities
Current to 9 Oct 26- Enterprise looks the natural fit given SSO, provisioning and the freshness credit raised on the call.
- A dashboards builder win is already visible: Johan's team currently exports to a spreadsheet and charts by hand.
Transcript
Tom Ashdown NoneMorning, Karin, morning Johan. Can you hear us all right? Hannah's here as well.
Karin Sjöberg NoneGood morning. Yes, we hear you well. How is everyone?- Tom Ashdown NoneNot bad at all, thanks. A bit grey down here in London but I'll not complain. How's your week been, busy?
- Karin Sjöberg NoneBusy, but a good busy. Johan has just come out of a campaign review, so he may be a little tired.
Johan Berglund NoneHello, hello. Yes, sorry, I ran from the other room. I am ready now.
Hannah Lowe NoneGood morning both. I'm Hannah, the solutions engineer at BB-Demo, so I'll do the walkthrough today. Before I share my screen, what would you most like to know by the end of the hour? That way I can aim at the right things.- Karin Sjöberg NoneThank you. For us the main question is whether the brain can give one view of each customer segment. Today customer service, e-commerce and the stores all look at different numbers. And, well, we should anchor this in what the store managers can act on. If they cannot use it, it has no value.
- Johan Berglund NoneFrom e-commerce, I want to understand whether complaints and returns connect with what we see online. At the moment I ask three people and I get three answers.
- Hannah Lowe NoneRight, that's clear. The short answer is yes, that's exactly the kind of join it does. The longer answer is that it depends on how cleanly the customer is identified in each source, so I'll show you where it works and where it needs a little help. I'm sharing now. Can you see the home page?
- Karin Sjöberg NoneYes, we see it. It is quite clean.
- Hannah Lowe NoneGood. So what you're looking at is built on the sample extracts your team sent over, not on dummy data. Along the left are the sources: the CRM, the helpdesk, the call recorder, the e-commerce exports and the store feedback. Each one is a connector. Everything lands in tables inside your own Snowflake account, so the data never leaves your environment. To be precise, BB-Demo runs there, we don't copy it out to a platform of ours.
- Johan Berglund NoneOkay, that is good to hear. Our security people will ask exactly that.
- Hannah Lowe NoneThey will, and I'd be surprised if they didn't. We'll come to that at the end. Let me ask it a question first. I'll type: which customer segments complained about delivery and then returned furniture in the last quarter.
- Hannah Lowe NoneGive it a moment. There. You get an answer in plain language, and underneath it the records it drew from. That part matters. It cites the tickets and the orders, so you can click through and check it rather than just trust it.
- Karin Sjöberg NoneMm. And what do the stores say? Can we also see the comments from the store feedback, next to the online orders?
- Hannah Lowe NoneYes. Let me ask a follow-up in the same thread: and what did store feedback say about the same products. So, here. It brings back the comments from the stores, grouped by theme, and it keeps the link to the customer segment. If the store comment has no customer attached, it still shows, but it's marked as unlinked. I'd rather it told you that than guessed.
- Karin Sjöberg NoneThat is helpful. Many store comments will not have a customer.
- Hannah Lowe NoneUnderstood, and honestly that's normal for store feedback. The segment view works better at the level of product and region there. I'll put that in writing so nobody expects a person-level match where there isn't one.
- Johan Berglund NoneCan I ask about the freshness? If I ask in the morning, is the data from yesterday or from last week?
- Hannah Lowe NoneGood question. There's a nightly refresh, and on business days it completes by 07:00 your local time. So an answer at the start of your day reflects the previous day. If a source breaks, you'd see the records indexed stop moving, and we'd see it too.
- Tom Ashdown NoneThat's on every tier, by the way, the refresh. But on Enterprise there's also a credit if freshness is missed, which is one of the reasons people at your size tend to go that way.
- Johan Berglund NoneUnderstood. And the pages and dashboards? Can my team make their own, or do you build them?
- Hannah Lowe NoneThey can make their own. There's a dashboards builder, which is in Growth and Enterprise. Let me build one live. I'll take the returns question we just asked and pin it. Drag the segment in, choose the period, and that's a dashboard. It took, what, half a minute? And it's still tied to the brain, so it refreshes with the data.
- Johan Berglund NoneThat is quicker than what we do now, I must say. We export to a spreadsheet, then someone makes a chart.
- Tom Ashdown NoneHa, I think most of our customers started there. No drama.
- Karin Sjöberg NoneLet us think about it together. If a store manager opened this, what would they see first? They do not want a full analysis. They want to know what to change this week.
- Hannah Lowe NoneThat's where the pages come in. You'd set up a page for store managers with three or four questions pinned, in their own language, and they only ever see those. Then you can add the questions you want them to ask for themselves. I can show an example with the store feedback if that's useful.
- Karin Sjöberg NoneYes, please. That would help me explain it to the regional managers.
- Hannah Lowe NoneSo that's the page. Notice it states where each answer came from, and the date the data was last updated, at the top. A store manager can see in a second whether it's fresh.
- Johan Berglund NoneOne more from me. Who can see what? Not everybody in customer service should see the finance data, for example.
- Hannah Lowe NonePermissions follow the roles you give people, and on Enterprise you can connect single sign-on and provisioning, so people are added and removed from your own directory. I don't want to overstate it, so let me be careful: the brain respects the access you set in the brain, and I'd want to walk your security team through the exact model in the review. I'll put that in writing.
- Karin Sjöberg NoneThat is fine. I will bring our security officer to that conversation.
- Tom Ashdown NoneWhich is the next step, really. For Enterprise we do a security review, and Hannah leads that, so it's well covered.
- Johan Berglund NoneCan I ask roughly what this costs? Not a quote, I just want to know if I am in the right area for my budget.
- Tom Ashdown NoneFair question. I'll not quote from memory without saying I'll confirm it, so take this as a ballpark: you're looking at about £129k in total on the Enterprise tier, with the implementation included. That's the all-in figure, not the yearly subscription on its own. I'll set it out properly in the proposal and confirm the split.
- Johan Berglund NoneThank you. That helps.
- Karin Sjöberg NoneWe should also talk to our CFO before anything is decided. He will want to see the return.
- Tom Ashdown NoneOf course, and I'd welcome that. Let's get something in the diary for the proposal with him on it. We've pencilled in Tuesday 18 March 2025 as a target for a decision, but that's only a target, we'll see how it lands.
- Karin Sjöberg NoneThat sounds sensible. Thank you, Hannah, this was clear.
- Hannah Lowe NonePleasure. I'll send a short written summary of what we covered, plus the points on store feedback and permissions, so you have it in one place.
- Tom Ashdown NoneLeave the proposal with me. Cheers, both, speak soon.
- Johan Berglund NoneThank you, goodbye.
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