Muskwa Insurance Group / BB-Demo – Demo
Callcompleted
Muskwa Insurance Group: documents · 2026-05-27 09:00
Demo on 27 May 2026 for Dylan Tremblay, Head of Revenue Operations, using his Salesforce and call data. He called it solid and asked for a proposal. Users, connectors and support add-ons were raised.
What was said
What this says
Current to 11 Oct 26Demo on 27 May 2026 for Dylan Tremblay, Head of Revenue Operations, using his Salesforce and call data. He called it solid and asked for a proposal. Users, connectors and support add-ons were raised.
What happened: Hannah Lowe showed search and the dashboards builder on Muskwa's real Salesforce and call data. Dylan asked whether his ops team could build dashboards and how often data refreshes.
Customer view: Dylan said this looks solid and asked what comes next. He asked a proposal be sent.
Commercial: Growth includes eight connectors and 40 users, and Muskwa is using three. Extra users and Premium-style support were described as add-ons, so there is headroom to sell.
Watch: The proposal is an open item and no price was discussed on the call. The evidence does not show who else at Muskwa has seen the demo.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Jordan Pike to send the proposal with pricing and terms.
- Jordan Pike to move to order form and go-live plan once Dylan Tremblay has reviewed it.
Risks
Current to 9 Oct 26- No pricing was discussed, so price reaction to the proposal is unknown.
- The evidence does not show whether other decision-makers have seen the demo.
Opportunities
Current to 9 Oct 26- Spare connector capacity allows product usage or billing sources to be added.
- Extra users and a named engineer with faster response are available as add-ons.
Transcript
Jordan Pike NoneMorning, Dylan. This is Hannah, she's our Solutions Engineer. She's going to walk you through what the BB-Demo looks like on your data.
Hannah Lowe NoneHi Dylan, good to see you. I've loaded your Salesforce and call data. What you're seeing today is your real information. Let me show you search.- Hannah Lowe NoneSay you want to find high-value customers who've had multiple calls in the last month. I'll search for that naturally.
Dylan Tremblay NoneOkay, it's bringing back the customers plus their recent calls. That's what we'd want to see.- Hannah Lowe NoneExactly. And you can refine: filter by region, call outcome, whatever. No code, just clicking and searching.
- Hannah Lowe NoneNow dashboards. This is the builder: you can create views like customer health, call volume by policy type, churn risk. Templates help you get started.
- Dylan Tremblay NoneCan my ops team build these, or do you need to do it?
- Hannah Lowe NoneYour team builds them. We'll train you in implementation. Most people find it intuitive within a couple of hours.
- Dylan Tremblay NoneAnd how often does the data update?
- Hannah Lowe NoneEvery night. Complete by 07:00 your time on business days. So anything new in Salesforce or your call system shows up in the brain the next morning.
- Dylan Tremblay NoneThat's fast. How many connectors can we have?
- Hannah Lowe NoneGrowth includes eight. You're using three, Salesforce, calls, email. If you wanted to add product usage or billing, you'd have room.
- Hannah Lowe NoneTo be precise on limits: Growth is 40 users. You can all search and build dashboards at the same time, no locking, no conflicts.
- Dylan Tremblay NoneWhat happens if we need to add users?
- Hannah Lowe NoneYou'd upgrade at your renewal, or we can add them mid-term. It's an add-on.
- Dylan Tremblay NoneGood. And support?
- Jordan Pike NoneGrowth comes with quarterly check-ins and standard support. If you want a named engineer and faster response times, that's available as an add-on.
- Dylan Tremblay NoneAlright, this looks solid. What next?
- Jordan Pike NoneI'll put together a proposal with pricing and terms. You can review it and we'll move to order form and go-live plan. Sound good?
- Dylan Tremblay NoneYes, send that over. Cheers.