Ledgerwood Freight / BB-Demo – Demo
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Ledgerwood Freight: documents · 2026-08-20 15:15
Jennifer Holloway of Ledgerwood Freight saw a Growth demo and said the cross-system answer would have taken her most of a day to build by hand. She agreed to a proposal and will take it to Maria for sign-off.
What was said
What this says
Current to 11 Oct 26Jennifer Holloway of Ledgerwood Freight saw a Growth demo and said the cross-system answer would have taken her most of a day to build by hand. She agreed to a proposal and will take it to Maria for sign-off.
What happened: Hannah Lowe ran a test query across Salesforce, call recordings and finance records. Jennifer's stated pain point was pulling a customer's information together from several systems.
Customer view: She was impressed by the speed and asked whether her team could repeat it many times a day. She also asked about access controls, and was told Growth has role-based access while SSO and SCIM are Enterprise.
Commercial: Jordan Pike proposed moving to a proposal, with Jennifer then speaking to Maria for the green light. Hannah will send a technical architecture document with it.
Watch: The evidence does not show Maria's role or when she will decide.
Themes
Current to 9 Oct 26Theme
Growth demo, proposal next
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Jordan Pike to send the proposal covering scope, timeline and investment.
- Hannah Lowe to send the technical architecture document with the proposal.
- Jordan Pike to find out when Jennifer will speak to Maria.
Risks
Current to 9 Oct 26- The green light sits with Maria, whose role and timing the call does not show.
- Jennifer raised access controls, and Growth offers role-based access only, with SSO and SCIM held back for Enterprise.
Opportunities
Current to 9 Oct 26- Growth fits the stated need: forty users and eight connectors covering Salesforce, the call recorder and Xero.
- Enterprise is a possible later step if access control needs grow.
Transcript
Hannah Lowe NoneHi Jennifer. Before we dive in, what's the one thing you most need to see today? What would make this real for you?
Jennifer Holloway NoneWell, we were just talking about this, the ability to ask the brain a question about a customer and pull together their info from multiple systems all at once. That's the real pain point.- Hannah Lowe NoneRight. So, short answer: the brain is a query layer on top of Salesforce, the call recordings, Xero, all of it, and you can ask it things in natural language. Longer answer is that we've connected to your Snowflake, pulled in your data, and I can show you that in action. Shall we?
- Jennifer Holloway NoneYeah, absolutely.
- Hannah Lowe NoneOkay. So I've got a test environment here with a sample of your Salesforce data, your call recordings, and your finance records. I'm going to ask the brain a question: show me our top ten customers by revenue in the last quarter, and tell me about the last call we had with each one.
Jordan Pike NoneAnd this is all happening in about, what, twenty seconds?- Hannah Lowe NoneYep. In one query. So here you go: top ten customers, revenue, and then the notes from each call. Jennifer, if you wanted to drill into one of these, say this customer here, you could ask the brain why they're churning or what the renewal date is or what product they're interested in. All in one place.
- Jennifer Holloway NoneWow. That would've taken me... honestly, that would've taken me most of a day to pull together manually. Are you saying we could do this over and over, like, multiple times a day?
- Hannah Lowe NoneThat's exactly right. This is the power of Growth. You get quarterly check-ins with us, you get up to forty users: so your team can all be asking questions: and eight data connectors, which covers your Salesforce, the call recorder, Xero, and a few others.
- Jordan Pike NoneAnd it's all inside your Snowflake, so your data never leaves your account.
- Jennifer Holloway NoneWhat about, sorry, I'm thinking about IT here, what about access controls? Can we lock down who sees what?
- Hannah Lowe NoneThat's a good question. So in Growth, you get role-based access controls through the brain's interface. For Enterprise, if you ever grow into that, you'd get SSO and SCIM for more granular control. To be precise, Growth is built for teams that trust each other; Enterprise is for regulated environments where you need that extra layer.
- Jennifer Holloway NoneRight, okay. So what does the implementation look like? How long would it take to get this live?
- Hannah Lowe NoneFor Growth, it's eight weeks. We'll work with your team to set up the connectors: the links to Salesforce, the call recorder, Xero, and we make sure the data is fresh every day. We aim to have it all live and your team trained by the end of the eight weeks.
- Jennifer Holloway NoneAnd you guys manage the ongoing stuff? The updates and maintenance?
- Hannah Lowe NoneYes. We manage the data pipeline, the connectors, the infrastructure. You just ask questions. If something breaks, say Salesforce updates something, we fix it on our end.
- Jordan Pike NoneWhat I'd suggest is we move forward to a proposal: we'll lay out the scope, the timeline, the investment: and then you can chat with Maria, get the green light, and we'll go from there. Does that work?
- Jennifer Holloway NoneYeah, that makes sense.
- Hannah Lowe NoneGreat. I'll put together a technical architecture document, shows exactly what we're connecting and how the data flows, and I'll send that along with Jordan's proposal. Any other questions for me?
- Jennifer Holloway NoneI don't think so. That was really helpful.
- Hannah Lowe NoneBrilliant. Cheers, Jennifer. Speak soon.
- Jennifer Holloway NoneThanks, Hannah.
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