Trevanion Marine / B-Brain – Discovery
Callcompleted
Trevanion Marine: documents · 2023-10-02 16:15
Ian Nuttall, Operations Director, described stitching Salesforce, calls, emails and tickets by hand and losing follow-ups. Tom Ashdown pitched Starter and agreed to arrange a demo on Trevanion's own data.
What was said
What this says
Current to 11 Oct 26Ian Nuttall, Operations Director, described stitching Salesforce, calls, emails and tickets by hand and losing follow-ups. Tom Ashdown pitched Starter and agreed to arrange a demo on Trevanion's own data.
What happened: On the 2 Oct 2023 discovery call Ian described manual stitching across four systems and field and office teams on different tools. He expects ten to fifteen users.
Customer view: He said the company is losing follow-ups and commitments and wants to see what is available. He asked whether data stays in their systems and was told it runs in their own Snowflake warehouse.
Commercial: Tom positioned Starter, four weeks from signature, quoting twenty-eight thousand pounds all-in for year one. These are spoken figures on a discovery call, not contract terms.
Watch: The evidence does not show whether the demo took place or what followed.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send Ian a short brief on the access and sample data needed.
- Tom Ashdown to book a demo with Hannah on Trevanion's own data for the following week.
Risks
Current to 9 Oct 26- The year-one price was quoted verbally and the renewal remark about next year's pricing was left for later, so price expectations are not settled.
Opportunities
Current to 9 Oct 26- Starter fits ten to fifteen users across Salesforce, calls, emails and tickets, with a clear pain around lost follow-ups.