Copperwick Logistics / BB-Demo – Demo
Callcompleted
Copperwick Logistics: documents · 2026-03-02 16:00
Demo on 2 Mar 2026 for Copperwick Logistics. The team liked the shipper view and plain-English questions; open points are row-level permissions, shipper name matching and a proposal with a dollar conversion.
What was said
What this says
Current to 11 Oct 26Demo on 2 Mar 2026 for Copperwick Logistics. The team liked the shipper view and plain-English questions; open points are row-level permissions, shipper name matching and a proposal with a dollar conversion.
What happened: Hannah Lowe showed shipper pages, chat and plain-English questions on sample data. Lauren Pacheco said it was what she wanted to see and asked for a proposal.
Customer view: Jasmine Ortega valued that Hannah was precise about what the brain can and cannot show. Tyler Nguyen said shipper names are inconsistent in Salesforce and asked about write-back and permissions.
Commercial: Jordan Pike would not commit a date on timing and said the plan would be confirmed in the proposal. A further stakeholder at the customer will want figures in dollars, and the decision date was given as 15 May 2026.
Watch: Hannah owes a security diagram and a precise answer on row-level restrictions. The evidence does not show the outcome after the call.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Hannah Lowe to send the security diagram and the permissions answer.
- Jordan Pike to send the proposal with a dollar conversion.
Risks
Current to 9 Oct 26- Row-level permissions were not answered on the call and could block security sign-off.
- Inconsistent shipper names across systems will slow matching and time to value.
- No delivery date was committed, and the decision target of 15 May 2026 depends on the proposal.
Opportunities
Current to 9 Oct 26- Starting with Salesforce and support, then adding the TMS, offers an early-value route into the first order form.
Transcript
Jordan Pike NoneHi everyone. One-line agenda: Hannah walks through the brain on a sample of your shipper data, then questions. We have the full session. Hannah, over to you.
Hannah Lowe NoneThanks, Jordan. Hello all. Before I share anything, what do you most need to know? I'd rather aim at that than show you everything.
Lauren Pacheco NoneShipper by shipper. What does a rep see before a call? Can we see it by shipper?- Hannah Lowe NoneYes. Let me show you. This is a shipper page. At the top you have the Salesforce account and contacts, then the recent loads and lanes from the TMS, then support issues, newest first. The rep can read it in a minute.
Jasmine Ortega NoneSo if a shipper has had a bad week, I'd see it here rather than hear about it from the shipper?- Hannah Lowe NoneTo be precise, you'd see the issues that were logged in support, and the load patterns that came through the TMS. If the problem was only said on a phone call that nobody wrote down, it isn't in the data. The brain can only show what the systems hold.
- Jasmine Ortega NoneFair. That's honest.
- Hannah Lowe NoneNow the chat. Let me ask it something. Which of these shippers have had more than one service issue and a drop in loads? And there. It lists them, and each answer points back to the records it used, so you can click through and check.
- Lauren Pacheco NoneLove this, next step? How fast is that to set up?
- Hannah Lowe NoneThe short answer is that the connectors are quick. The longer answer is that the shipper matching takes the time, because the same shipper can have a slightly different name in each system. That's where Tyler's knowledge matters.
Tyler Nguyen NoneYeah, that's our mess, honestly. Names are inconsistent in Salesforce. And I'd need to know what access you'd have. Does it write back into Salesforce?- Hannah Lowe NoneGood question. It reads from Salesforce, it doesn't change your records. We use a read-only connection. And it all runs inside your own Snowflake account, so the data doesn't leave your environment. I'll put that in writing, with a diagram, so your security team can review it.
- Tyler Nguyen NoneOkay, send the diagram. And permissions, can we limit what a rep sees?
- Hannah Lowe NoneYou can control who sees which pages. I want to be careful not to overstate it, so for the exact options on row-level restrictions I'll check and come back with a precise answer rather than guess.
- Lauren Pacheco NoneFine. What's the time to value if we start with just Salesforce and support?
- Jordan Pike NoneHere's where we are on that. You could start with two connectors and add the TMS in a second step, and still see value early. I'd want to confirm the plan in the proposal, so let me not commit a date on this call.
- Jasmine Ortega NoneCan reps ask questions in plain English? Mine won't write queries.
- Hannah Lowe NoneYes. Let me do one the way a rep would. Plain sentence, no syntax. There. It answers, and it shows what it used.
- Lauren Pacheco NoneThat's what I wanted to see. Jordan, can you get a proposal to us, and Mike will want the dollars?
- Jordan Pike NoneYes, proposal and dollar conversion. We're still working to 15 May 2026 for a decision. Thanks, all.
- Hannah Lowe NoneThanks, Hannah. I'll send the diagram and the permissions answer.