Bayard Lane Payments / BB-Demo – Demo
Callcompleted
Bayard Lane Payments: documents · 2026-01-13 14:30
Demo of the brain on Bayard Lane Payments' Salesforce and Zendesk snapshot. Monique Fairley said the open-ticket view was what they need and agreed to move to an order form for the Growth tier at £62,000.
What was said
What this says
Current to 12 Oct 26Demo of the brain on Bayard Lane Payments' Salesforce and Zendesk snapshot. Monique Fairley said the open-ticket view was what they need and agreed to move to an order form for the Growth tier at £62,000.
What happened: Jordan Pike and Hannah Lowe ran the 13 Jan 2026 demo on the customer's own Salesforce and Zendesk data. They showed plain-English search, then a partner health dashboard.
Customer view: Monique Fairley, Head of Merchant Success, said the platforms-with-open-tickets answer was exactly what they need. Javier Ortiz, the Salesforce Administrator and new to the product, asked what happens if the Salesforce connection breaks.
Commercial: Jordan proposed the Growth tier order form at £62,000, and Monique agreed. That figure is the one quoted on the call, not an executed order form, so contracted price is not yet shown.
Watch: Hannah promised Salesforce and Zendesk live within two weeks and a written answer on architecture and permissions. The evidence does not show that the written answer was sent.
Themes
Current to 9 Oct 26Theme
Demo and Growth order form
Importance
neutral
Sentiment
positive
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Jordan Pike to send Monique Fairley the Growth tier order form and hold an onboarding kickoff with Javier Ortiz the following week.
- Hannah Lowe to put the architecture, permissions and refresh-window answers in writing, as she said she would the next day.
Risks
Current to 9 Oct 26- The £62,000 Growth tier figure was quoted on the call and is not an executed order form, so contracted price is not yet shown.
- Javier Ortiz asked what happens if the Salesforce connection breaks and got a monitoring promise, so connector reliability is his test of the product.
- Hannah Lowe promised Salesforce and Zendesk live within two weeks, a timeline BB-Demo now has to meet.
Opportunities
Current to 9 Oct 26- Gong and the finance system could be added after the first two sources go live.
- The dashboards builder, a Growth tier feature, fits Monique Fairley's wish to see platform spikes each morning.
Transcript
Jordan Pike NoneHi all, thanks for joining. So today Hannah and I are going to show you what the brain looks like on your actual Salesforce and Zendesk data. Javier, this is your first time seeing this, so ask questions if anything's unclear. We've got about an hour. Hannah, you want to kick it off?
Hannah Lowe NoneSure. So to be precise, we've pulled a snapshot of your Salesforce: accounts, contacts, opportunities, and your Zendesk tickets. The brain sits on top of that, indexing everything so you can search. Let me show you. Here's the search interface. You ask a question in plain English and you get an answer. Simple as that.
Monique Fairley NoneOK, so what kind of questions can I ask?- Hannah Lowe NoneAnything about your data. 'Show me all accounts with open tickets in healthcare.' 'How many deals closed last month by product.' 'All tickets opened on my platform last week, grouped by priority.' You ask it, we answer it.
Javier Ortiz NoneAnd that's faster than running a report in Salesforce?- Hannah Lowe NoneMuch faster. Reports in Salesforce take time to set up. This is instant. You type the question, you get the answer in seconds.
- Jordan Pike NoneLet me show you an example. Monique, you said one of your biggest pains is seeing when a platform's having a spike in issues. Here's how you'd answer that in the brain. 'Show me platforms with more than five open tickets right now, sorted by count.' One second, here's the answer. Four platforms with problems. Your biggest issue is here, with ten open tickets. Instead of being blind, you now know.
- Monique Fairley NoneYeah, that's, that's exactly what we need.
- Hannah Lowe NoneAnd Javier, you can see it's pulling directly from Zendesk and Salesforce. No manual work. We're syncing nightly, so your data refreshes by 07:00 every morning.
- Javier Ortiz NoneWhat if something breaks with the Salesforce connection?
- Hannah Lowe NoneGood question. We monitor all connectors. If your Salesforce sync stops, we alert you immediately, usually within an hour. You'd get a ticket from us to investigate. It's pretty rare, but when it happens, you know fast.
- Javier Ortiz NoneOK, that's good to know.
- Jordan Pike NoneNow, the second piece is dashboards. Once you're comfortable with search, you can build reusable dashboards. 'I want to see platform health every morning: tickets, calls, revenue all in one place.' You build that once and then it updates nightly. Let me show you an example dashboard. Here's a partner health view: open tickets by platform, revenue by platform, calls last 30 days. All updates automatically.
- Monique Fairley NoneCan Javier build dashboards, or just admins?
- Hannah Lowe NoneAnyone on your team can. It's drag-and-drop. No SQL, no technical knowledge needed.
- Javier Ortiz NoneAnd if someone edits a dashboard, does everyone see the change?
- Hannah Lowe NoneIf you save it, yes. Or you can save a private version just for you. Most teams share them so everyone's looking at the same numbers.
- Jordan Pike NoneSo here's the timeline: implementation starts next week. We'd have Salesforce and Zendesk live within two weeks, and you'd be asking questions immediately. Over the next few weeks, we'd bring in Gong and your finance system if you want. Full deployment is about eight weeks. Sound reasonable?
- Monique Fairley NoneYeah, that works for us.
- Javier Ortiz NoneAny integrations we should be aware of? Things that might break?
- Hannah Lowe NoneThe short answer is: we handle all the integration. We don't modify your Salesforce or Zendesk at all. You're running it inside your own Snowflake account, so you own the data. The longer answer is: we'll walk through your architecture on the next call, confirm permissions and data refresh windows, and I'll answer any other technical questions. I'll put that in writing tomorrow.
- Javier Ortiz NoneOK, that's helpful.
- Jordan Pike NoneGreat. So next steps: I send you the order form for the Growth tier at £62,000. You and I review it, any questions get answered, and then Javier and I jump on an onboarding kickoff next week. Sound good?
- Monique Fairley NoneYeah, let's do it.
- Jordan Pike NoneBrilliant. Thanks all. Cheers.
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