Ivelbridge Software / B-Brain – Demo
Callcompleted
Ivelbridge Software: documents · 2026-09-14 16:15
Toby Carswell, Head of Operations, saw a demo built on Ivelbridge's own Salesforce, helpdesk and usage data and called it genuinely brilliant. An eight-week timeline was put to him; no price or decision was recorded.
What was said
What this says
Current to 11 Oct 26Toby Carswell, Head of Operations, saw a demo built on Ivelbridge's own Salesforce, helpdesk and usage data and called it genuinely brilliant. An eight-week timeline was put to him; no price or decision was recorded.
What happened: Theo Gallagher showed a CSM dashboard and a declining-usage query on Ivelbridge's Snowflake. Toby Carswell was the only customer-side participant.
Customer view: Toby was keen to see his own data and reacted strongly to the dashboard view. He asked about live data, building dashboards and who handles connectors and validation.
Commercial: Growth was cited for the dashboard builder, and Lewis Kerr proposed a start next week and live in eight weeks. The transcript shows no price, order form or agreed next step.
Watch: Theo said the refresh is nightly and yesterday's data, then Lewis said the dashboards are always fresh. That gap could set a wrong freshness expectation.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr to confirm the nightly refresh in writing so expectations match the service.
- Lewis Kerr to agree with Toby Carswell the proposal, who else at Ivelbridge must approve, and a date.
Risks
Current to 9 Oct 26- Lewis described the dashboards as always fresh while the refresh is nightly, which risks a freshness expectation gap.
- The call shows no other Ivelbridge participant, price discussion or agreed next step, so the buying route is unclear.
Opportunities
Current to 9 Oct 26- Toby wants CSM and finance dashboard views, which fits the Growth dashboards builder.
- Implementation scope covers Salesforce, helpdesk and usage connectors with a training day.