Gallowmere Insurance Services / BB-Demo – Discovery
Callcompleted
Gallowmere Insurance Services: documents · 2024-06-13 10:15
Discovery call on 13 Jun 2024 with Gallowmere Insurance Services. Tom Ashdown recommended Growth at £44,000 a year plus £12,000 implementation. Compliance on client data was raised; a proposal and a solutions engineer session were agreed.
What was said
What this says
Current to 11 Oct 26Discovery call on 13 Jun 2024 with Gallowmere Insurance Services. Tom Ashdown recommended Growth at £44,000 a year plus £12,000 implementation. Compliance on client data was raised; a proposal and a solutions engineer session were agreed.
What happened: Mark Cowell described scattered client history across Salesforce, call notes and email. Vicky Brearley asked what the brain does for an insurance broker.
Customer view: Vicky said the ops team is twenty with maybe eight power-users. Mark asked about compliance because they handle client data.
Commercial: Tom recommended Growth, quoted £44,000 a year and £12,000 implementation, and noted Enterprise offers 99.9 availability and more controls. Vicky asked for a proposal.
Watch: Compliance could push the deal towards Enterprise. The call does not show a budget, a timeline or a reaction to the price.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to arrange the solutions engineer architecture session with Mark Cowell and Vicky Brearley the following week.
- Tom Ashdown to send Vicky Brearley a proposal.
Risks
Current to 9 Oct 26- Compliance concerns over client data may require Enterprise rather than Growth.
- No budget, timeline or reaction to the price was stated on the call.
Opportunities
Current to 9 Oct 26- Growth fits a team of about eight power-users within a twenty-person ops team.
- Enterprise is a possible step up if the compliance review demands more controls.
Transcript
Tom Ashdown NoneHi Mark, hi Vicky, cheers for joining. How's the week been?
Mark Cowell NoneGood, thanks Tom. Ready when you are.
Vicky Brearley NoneYeah, let's get started. We want to know what this does for an insurance broker.- Tom Ashdown NoneNo drama. The brain sits on your CRM, your calls, your emails, and lets your team ask it questions instead of digging through spreadsheets for hours. What's the biggest pain right now when you need to find something?
- Mark Cowell NoneEverything's scattered. Clients ring in, it goes into Salesforce, but when you need to pull a history three months later, it's manual. Call notes, emails, you're all over the place.
- Tom Ashdown NoneYeah. The brain handles that. So how many people would actually use it?
- Vicky Brearley NoneOps team is twenty, but maybe eight power-users. Client-facing and back office, plus a few in management.
- Tom Ashdown NoneRight. You're in Salesforce for the CRM, aren't you?
- Mark Cowell NoneSalesforce CRM, Gong for calls, Outlook for email.
- Tom Ashdown NonePerfect. We do all three. So the brain lives in your Snowflake account, you own the data, it never leaves you. For a team your size we'd recommend Growth. That's £44,000 a year, includes forty users, dashboards, quarterly check-ins. Implementation is £12,000, takes four to eight weeks.
- Vicky Brearley NoneAnd that's per year?
- Tom Ashdown NoneYes, annual in advance. You've got eight connectors on Growth, so if you want to bring in something else down the line, we can.
- Mark Cowell NoneWhat about compliance? We handle client data.
- Tom Ashdown NoneGood question. Growth gives you 99.5 availability. Enterprise goes to 99.9 and adds more controls, but Growth's solid for most. I'd get Hannah over, she's our solutions engineer, to walk through the architecture and the connector design with you both. Shall we say next week?
- Vicky Brearley NoneYes. And send through a proposal?
- Tom Ashdown NoneLeave that with me. Cheers, Mark and Vicky.