Skovdal Software / BB-Demo – Demo
Callcompleted
Skovdal Software: documents · 2024-11-29 11:00
Hannah Lowe demoed the brain over Skovdal's CRM, tickets, usage and billing. Ida Mortensen said she had enough to know it would work, and Tom Ashdown will send a pricing proposal and discuss the contract.
What was said
What this says
Current to 11 Oct 26Hannah Lowe demoed the brain over Skovdal's CRM, tickets, usage and billing. Ida Mortensen said she had enough to know it would work, and Tom Ashdown will send a pricing proposal and discuss the contract.
What happened: Hannah Lowe showed chat, follow-up questions and search over connectors to Skovdal's CRM, ticketing, usage and billing systems. Ida and Mads Mortensen asked about speed, messy data, freshness and security.
Customer view: Ida said she had enough to know this would work for them. Mads called it powerful.
Commercial: Tom will send a pricing proposal and talk through the contract. The proposal is an open item; the evidence does not show a tier, price or order form.
Watch: Hannah said refresh is nightly by default, and Ida asked directly about freshness. Data mapping of nested or oddly formatted fields was promised as a conversation, so set it up early.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send the pricing proposal and open the contract discussion.
- Hannah Lowe to review Skovdal's schemas during mapping once the deal proceeds.
Risks
Current to 9 Oct 26- Ida asked whether the data is always fresh; nightly refresh may not meet expectations of instant answers.
- Mads raised complex or oddly formatted data, which could slow mapping.
Opportunities
Current to 9 Oct 26- Ida signalled the brain would work for Skovdal, so a proposal is welcome now.
- Security answers (runs in the customer's own Snowflake account) addressed Mads's concern directly.
Transcript
Tom Ashdown NoneGood to see you. We've got Hannah here too, she's our Solutions Engineer, she'll be walking you through the technical bits. Hannah, take it away.
Hannah Lowe NoneGood to see you. So what I've done is built the connectors: connected to your CRM, your ticketing system, your usage data and your billing system. Let me show you what the brain can do. So I'm going to ask a question in the chat: 'show me the top clinics by support tickets'. And in a couple of seconds, I get a list with counts from highest to lowest. Now, the clever bit: I can ask a follow-up in the same conversation.
Mads Mortensen NoneSo it remembers context?- Hannah Lowe NoneExactly. So I ask 'what's the average response time for the top one' and it knows I mean the top clinic, calculates the average, and gives me an answer.
Ida Mortensen NoneThat's pretty good. What about if I want to dig into a specific customer?- Hannah Lowe NoneGood question. So I go to search, which is for finding specific things. I search for a clinic and it shows me all their invoices, all their tickets, usage stats, patient count, everything we have on file. Or I could go through chat mode and ask something like 'give me all invoices for a specific clinic in the last year'. And I get a list. I can then drill down further.
- Mads Mortensen NoneAnd it's fast?
- Hannah Lowe NoneSimple queries, a couple of seconds. It's joining three systems, tickets, usage, customer name, and filtering. For simple queries it's near instant. Complex queries, fifteen, twenty seconds maybe. But yeah, orders of magnitude faster than a manual lookup.
- Ida Mortensen NoneWhat if a customer calls asking for something specific?
- Hannah Lowe NoneYou ask the brain 'what's the status of this clinic', and boom: tickets, usage, payment status, all in one view. Colour-coded, easy to scan.
- Mads Mortensen NoneThat's powerful. How does it handle complex data like nested fields or weird formats?
- Hannah Lowe NoneThat's the mapping phase. When we set up your account, I'll work through your schemas with you, figure out what's useful, what's junk. If something's weirdly formatted, we can fix it or exclude it. Nothing that can't be solved with a conversation.
- Ida Mortensen NoneAnd the data is always fresh?
- Hannah Lowe NoneWe refresh nightly. So yesterday evening's data is live this morning. If you need something fresh, you can trigger a manual refresh, but nightly is the default.
- Mads Mortensen NoneWhat about security? Who sees the data?
- Hannah Lowe NoneThe brain runs in your Snowflake account. You own it, you control access, we don't have any visibility into it. Everything is encrypted in transit and at rest. It's read-only and in a sandbox, we're not changing anything. Once you're comfortable, you can give your team access.
- Ida Mortensen NoneOkay, I think I've got enough to know this would work for us.
- Tom Ashdown NoneGood. So next steps, I'll send you a pricing proposal, and we can talk through the contract. Fair?
- Ida Mortensen NoneSounds good.