Ivelbridge Software / B-Brain – Discovery
Callcompleted
Ivelbridge Software: documents · 2026-08-27 13:15
Ivelbridge Software's operations head and CFO described customer data spread across Salesforce, a warehouse, a helpdesk and billing. Lewis Kerr pitched Growth for about twenty users. No price or decision was discussed.
What was said
What this says
Current to 11 Oct 26Ivelbridge Software's operations head and CFO described customer data spread across Salesforce, a warehouse, a helpdesk and billing. Lewis Kerr pitched Growth for about twenty users. No price or decision was discussed.
What happened: Lewis Kerr ran a discovery call with Toby Carswell and Toby Eccles. They described a small customer success team pulling data from several systems by hand.
Customer view: Toby Carswell said a CSM spends an hour assembling one customer's information and that one question would be huge. Toby Eccles raised the same fragmentation for revenue trends, lifetime value and churn risk.
Commercial: Lewis proposed Growth, given about twenty users and the connectors named. Growth implementation was put at about two months.
Watch: no price, budget, competitor or decision process came up. The evidence does not show who signs or when a decision is due.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr to run a demo on the prospect's own data, as the call closed asking what comes next.
Risks
Current to 9 Oct 26- No budget, price or decision process was discussed, so the evidence does not show buying intent beyond interest.
- The data sits in four or more systems, which may stretch the Growth connector limit.
Opportunities
Current to 9 Oct 26- New business on Growth for about twenty users across customer success, finance and product.