Kesselfeld Software / BB-Demo – Discovery
Callcompleted
Kesselfeld Software: documents · 2025-10-16 12:30
Julia Hartmann described manual risk checks across Salesforce, a helpdesk and warehouse data. Priya Raman quoted £59,500 for the first year on Growth and asked for signature by Christmas. Julia wants a second implementation conversation first.
What was said
What this says
Current to 11 Oct 26Julia Hartmann described manual risk checks across Salesforce, a helpdesk and warehouse data. Priya Raman quoted £59,500 for the first year on Growth and asked for signature by Christmas. Julia wants a second implementation conversation first.
What happened: Priya Raman held a discovery call with Julia Hartmann and Florian Becker on 16 Oct 2025. Julia described checking Salesforce, the helpdesk and warehouse usage by hand to judge whether a customer is at risk.
Customer view: Three or four people do this manually today, and Julia thought another eight or nine might use the brain. Florian asked about systems, timeline and cost.
Commercial: Priya positioned Growth at £59,500 for the first year, subscription and implementation bundled, and asked for an order form by Christmas. The breakdown behind that figure is not shown in the call.
Watch: Priya quoted a four-hour response for urgent issues, which is the Starter service level, not Growth's one business hour. Julia held back and wants a second conversation on implementation.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Priya Raman to set up a call with the implementation team.
- Priya to send a proposal and an order form template.
- Julia Hartmann to talk to Florian Becker about whether to go ahead.
Risks
Current to 9 Oct 26- Priya quoted four hours for urgent issues, but Growth's P1 first response is one business hour, so the commitment needs correcting.
- The £59,500 first-year figure was given as a rough shape before scoping, and the call does not show how it was built.
- Pressing for signature by Christmas may not suit a customer who wants a second conversation first.
Opportunities
Current to 9 Oct 26- Growth fits a team of three or four doing manual checks today, with eight or nine more who might start using the brain.
- Three sources (Salesforce, the helpdesk and warehouse data) give a clear first connector scope.
Transcript
Priya Raman NoneHi Julia, Florian, it's Priya from BB-Demo. Thanks for making time. How's the week going?
Julia Hartmann NoneGood, busy as always. Ready to talk through this.- Priya Raman NoneGreat. So today I really just want to understand the shape of the problem you're trying to solve. You mentioned your customer success team is spinning: they're looking at tickets in one place, renewals in another, usage somewhere else. Tell me more about that.
- Julia Hartmann NoneYeah, exactly. We have Salesforce for the customer relationships, a helpdesk for tickets, and usage metrics sitting in our data warehouse. Every morning, sorry, several times a week, we're manually checking each system to answer a single question: is this customer at risk? We're wasting hours.
- Priya Raman NoneSo if the brain was sitting on top of all that, Salesforce, the helpdesk, the warehouse data, you'd ask one question and get the answer across all three. How many people on your team would actually use it?
- Julia Hartmann NoneRight now, three or four of us are doing it manually. But if it was fast and easy, maybe another eight or nine would start using it.
Florian Becker NoneWhat systems would you be connecting?- Priya Raman NoneSo for you, we'd definitely get Salesforce connected, we have a pre-built connector for that. The helpdesk, we'd probably set up a custom connector because every vendor is different. And the warehouse data, you'd give us read-only access to the schema and we'd model it.
- Florian Becker NoneHow long does all of that take?
- Priya Raman NoneDepends on the connectors, but on Growth, which I think fits you, you're looking eight weeks. The team would spend maybe five hours helping us understand the data, then we'd do the heavy lifting.
- Julia Hartmann NoneAnd after go-live, what does the support look like?
- Priya Raman NoneYou get quarterly check-ins with your CSM: we look at what you're asking the brain, where the wins are, what's not working. If something breaks, a connector stops loading, we prioritise that. Response time is four hours for urgent stuff.
- Florian Becker NoneWhat does the Growth package cost?
- Priya Raman NoneThat's a good question, I want to move quickly here, to keep momentum. The rough shape is £59,500 for the first year, that's your subscription and the implementation bundled together. Year two you'd pay the list price for Growth, but we can talk about that later.
- Florian Becker NoneMm. And you can do the implementation on a timeline that works for us?
- Priya Raman NoneAbsolutely. The sooner you can sign off the order form, the sooner we'd kick off, I'd like to get that over the line by Christmas if we can. Would that work?
- Julia Hartmann NoneLet me talk to Florian. We'd want to kick a tyres a bit more, maybe a second conversation with your team about the implementation side.
- Priya Raman NoneCompletely understand. I'll set up a call with our implementation team. In the meantime, I'll send over a proposal and the order form as a template. Cheers.