Fosdyke Packaging / BB-Demo – Discovery
Callcompleted
Fosdyke Packaging: documents · 2025-08-26 16:15
Discovery call on 26 Aug 2025. Sam Entwistle and Beth Varley want one view across Salesforce, calls, emails and tickets and less manual reporting. Tom Ashdown positioned Starter and proposed a demo on their own data in mid-September.
What was said
What this says
Current to 11 Oct 26Discovery call on 26 Aug 2025. Sam Entwistle and Beth Varley want one view across Salesforce, calls, emails and tickets and less manual reporting. Tom Ashdown positioned Starter and proposed a demo on their own data in mid-September.
What happened: Tom Ashdown ran a discovery call on 26 Aug 2025 with Sam Entwistle and Beth Varley. Sam described customer data scattered across Salesforce, call recordings, emails and tickets.
Customer view: Beth named manual reporting as the value question. Sam expects ten to twelve users across sales, operations and finance, which Tom placed in Starter.
Commercial: Tom quoted twenty-eight thousand pounds all-in for year one, then £19,500 a year. He also said year two goes on the latest price list at the time, so the renewal figure may not hold.
Watch: Starter carries four connectors, and extra ones cost more. A demo with a BB-Demo solutions engineer on Fosdyke Packaging's own data is pencilled for mid-September.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send a brief on the access needed for the demo.
- Tom Ashdown to book a demo on Fosdyke Packaging's own data with a solutions engineer for mid-September.
Risks
Current to 9 Oct 26- The year-two price was quoted as £19,500 while Tom also said it follows the latest price list, which could surprise the finance side.
- The value case rests on time saved from manual reporting, which is not yet measured.
Opportunities
Current to 9 Oct 26- Ten to twelve users across sales, operations and finance fit the Starter tier.
- Four connectors would cover Salesforce, calls, email and a helpdesk.
Transcript
Tom Ashdown NoneSam, Beth, thanks for making time. How's the week been?
Sam Entwistle NoneGood, thanks. End of August so quieter than usual.- Tom Ashdown NoneNo drama. So I'd like to understand what you're trying to solve. Sam, from a systems perspective, what's the biggest challenge right now?
- Sam Entwistle NoneWe've got customer data scattered across a few systems. Our CRM, Salesforce: we've got call recordings from sales, emails, some tickets. When we need a quick view of what's happened with a customer, we have to pull from multiple places and stitch it together.
- Tom Ashdown NoneAnd Beth, from finance's perspective, is there a value question here?
Beth Varley NoneThere is. We're spending time on manual reporting that probably shouldn't need to be manual. If we could get a better view of customer conversations and orders, we could probably be more efficient.- Tom Ashdown NoneSo you're looking at this to save time and to get better visibility. How many people would use something like this?
- Sam Entwistle NoneI'd say maybe ten to twelve across sales, operations, and finance.
- Tom Ashdown NoneSo that's Starter territory. The brain is basically an AI layer that sits on top of your Salesforce, your calls, your emails. You ask it questions in plain English and it searches everything at once. All the data stays inside your Snowflake, you own it completely.
- Sam Entwistle NoneSo it's not a separate system we have to learn?
- Tom Ashdown NoneNo, it's a layer on top of what you already have. Your team just starts asking it questions instead of hunting through Salesforce and emails.
- Beth Varley NoneAnd what's the cost?
- Tom Ashdown NoneStarter is twenty-eight thousand pounds all-in for year one. That includes our setup fee, four weeks of implementation, getting four of your systems connected. After that, it's nineteen thousand five hundred a year renewal.
- Beth Varley NoneSo that's setup plus first year?
- Tom Ashdown NoneExactly. Year one is the all-in price. Year two you'd be on the annual subscription, which goes on our latest price list at the time.
- Sam Entwistle NoneHow long is implementation?
- Tom Ashdown NoneFour weeks from signature. We do a kickoff call, connect your systems, index the data, and you're live.
- Beth Varley NoneWhat does support look like?
- Tom Ashdown NoneOn Starter you get a check-in every six months. If there's an issue, you can submit a ticket and we'll respond during business hours. The brain refreshes every night so your data is fresh each morning.
- Sam Entwistle NoneWhat systems would you connect?
- Tom Ashdown NoneSalesforce, your call recorder, your email system, and if you've got a helpdesk, that as well. That's four connectors. If you want to add more later, that's an extra fee.
- Beth Varley NoneOkay. What would be next?
- Tom Ashdown NoneI'd like to bring Hannah, she's one of our solutions engineers, in to do a demo on your actual data. She'd show you what the brain would do for your team. We'd need a bit of access to Salesforce and some call recordings. Would that work for you in the next couple of weeks?
- Sam Entwistle NoneYeah, I can arrange that. When were you thinking?
- Tom Ashdown NoneMid-September? Gives you a couple of weeks to think about it, and we can move quickly if it looks right.
- Sam Entwistle NoneThat works. We'll get you the access you need.
- Tom Ashdown NonePerfect. I'll send over a brief on what we need, and I'll get something in the diary with Hannah for mid-September. Cheers, both of you.
- Beth Varley NoneThanks, Tom.