Groenhaven Verzekeringen / BB-Demo – Discovery
Callcompleted
Groenhaven Verzekeringen: documents · 2026-03-11 08:00
Groenhaven's Head of Business Systems and COO described hours of manual reporting each week. Sophie Ling recommended Growth and a demo on their own data was agreed for the following week.
What was said
What this says
Current to 11 Oct 26Groenhaven's Head of Business Systems and COO described hours of manual reporting each week. Sophie Ling recommended Growth and a demo on their own data was agreed for the following week.
What happened: Sophie Ling ran a first discovery call with Noor Bos and Maarten. Both described manual digging across Salesforce and a call recorder, then agreed to a demo on their own data.
Customer view: Noor said the work takes hours every week. Maarten added that management reporting is hand-crafted and slower still.
Commercial: Sophie recommended Growth, quoting £44,000 annually and £12,000 for implementation. That annual figure matches the v1 Growth list, while the v2 Growth list is £50,000 for new business, so the quote needs checking before any proposal.
Watch: Maarten asked about support, and Sophie said priority response times are an add-on. The evidence does not show whether the demo took place.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Sophie Ling to send the calendar invite and bring in Hannah, the Solutions Engineer, for the demo.
- Sophie Ling to confirm the correct Growth list price before any proposal is issued.
Risks
Current to 9 Oct 26- The quoted £44,000 Growth subscription matches the v1 list, not the v2 list of £50,000 for new business.
- Maarten asked about support and was told priority response times are an add-on, which could become a sticking point.
Opportunities
Current to 9 Oct 26- A Growth subscription with a fixed-fee implementation to replace hours of weekly manual reporting.
- A demo on Groenhaven's own data to show the brain answering questions across Salesforce and calls.
Transcript
Sophie Ling NoneMorning, thanks for joining. How are you both doing today?
Noor Bos NoneGood, looking forward to learning more about your solution.- Sophie Ling NoneBrilliant. So I'd like to understand what you're currently doing with customer data and where the pain is. Noor, maybe start with where you are today?
- Noor Bos NoneWe use Salesforce for clients and policies, and we've got a call recording system. But there's no easy way to see which customers have had issues or had lots of calls, it's all manual digging.
- Sophie Ling NoneRight. How much time is that taking?
- Noor Bos NoneHours every week. Our team could be doing real analysis instead.
Maarten de NoneAnd when we need reporting for management, it takes even longer. We're hand-crafting everything.- Sophie Ling NoneThat's a common problem. The BB-Demo essentially glues your systems together and gives you one place to ask questions. You connect Salesforce, calls, email, whatever you have, and it all links automatically.
- Noor Bos NoneHow long does that take to set up?
- Sophie Ling NoneThe implementation is eight weeks for Growth: that includes setting up connectors, data validation, and training your team.
- Maarten de NoneAnd the cost?
- Sophie Ling NoneI'd recommend Growth for your situation, £44,000 annually, and £12,000 for the implementation phase.
- Maarten de NoneOkay. And what about support?
- Sophie Ling NoneWith Growth you get quarterly check-ins and standard support. If you needed priority response times, that's an add-on.
- Noor Bos NoneCan we see what this actually looks like in practice?
- Sophie Ling NoneAbsolutely, that's the next step. I'd like to give you a demo using your data. Could we schedule that for next week?
- Noor Bos NoneYeah, that works for us.
- Sophie Ling NoneGreat. I'll send a calendar invite and we'll get Hannah, she's our Solutions Engineer, on to walk through it. Any other questions before we wrap?
- Maarten de NoneNo, this is helpful. Let's see the demo.
- Sophie Ling NonePerfect. Speak soon.