Kesselfeld Software / BB-Demo – Demo
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Kesselfeld Software: documents · 2025-11-04 13:00
Matteo Ricci and Anya Petrova demoed the brain on anonymised data to Julia Hartmann and Tim Schröder. Julia was impressed. A proposal at £59,500 for the first year was promised the same day, subject to Florian signing off.
What was said
What this says
Current to 12 Oct 26Matteo Ricci and Anya Petrova demoed the brain on anonymised data to Julia Hartmann and Tim Schröder. Julia was impressed. A proposal at £59,500 for the first year was promised the same day, subject to Florian signing off.
What happened: Anya ran live queries across Salesforce, helpdesk and call data. Julia and Tim asked about refresh timing, connector failures, support, training, accuracy and data security.
Customer view: Julia said she was quite impressed. Tim said data privacy matters because their own customers care about it.
Commercial: Matteo quoted £59,500 all-in for the first year including implementation, with eight weeks to live from order form signature. Florian must approve commercial terms, and a security review follows the proposal.
Watch: Anya mentioned four systems in the connector diagram but showed three in the demo, so connector scope needs confirming. The evidence does not show Florian's view.
Themes
Current to 9 Oct 26Theme
Demo and proposal stage
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Matteo Ricci to send the proposal on 4 Nov 2025 and follow up the week after.
- Anya Petrova to send the connector architecture diagram and demo FAQs.
- Matteo Ricci to confirm the connector scope, three systems shown against four in the diagram.
Risks
Current to 9 Oct 26- Florian has not yet seen the commercial terms and must sign off before any order form.
- A security review with the customer's IT team sits between proposal and order form.
Opportunities
Current to 9 Oct 26- Data stays in the customer's Snowflake account, which answers Tim's privacy concern.
- Julia asked about dashboards and training, which suggests interest in wider team adoption.
Transcript
Matteo Ricci NoneHi Julia, Tim, great to see you. I'm Matteo, and this is Anya, one of our solutions engineers. How are you both doing today?
Julia Hartmann NoneHi Matteo, hi Anya. Doing well, thanks. We're excited to see what this looks like on our data.
Tim Schröder NoneYeah, same. I've been curious about how the connectors would work with our systems.
Anya Petrova NoneBrilliant. So what I've done is build a sandbox of the brain using some anonymised data you sent over, Salesforce customer records, helpdesk tickets, and call data. This is exactly what you'd see in production. Let me share my screen and walk you through it.- Anya Petrova NoneSo this is the brain interface. On the left you've got the chat, on the right a page builder where your team can save frequently-used queries. Let me show you the chat in action. 'Show me all customers with support tickets opened in the last week and their call volume.'
- Anya Petrova NoneAnd there we go. The brain's pulled all customers matching that criteria and given you a table. Customer name from Salesforce, number of open tickets from the helpdesk, and their call volume from the call system. All in one view.
- Julia Hartmann NoneWow. So that's pulling from three systems?
- Anya Petrova NoneExactly three. And you don't have to know SQL or anything, you just ask in English. Let me do another query. 'Of these customers, which ones haven't been on a call in two weeks?'
- Anya Petrova NoneThe brain understands the context and filters that list down. Now you've got five customers who have open tickets but zero calls in two weeks. That's probably a red flag.
- Tim Schröder NoneCan you save that? Like, make it a dashboard or something?
- Anya Petrova NoneYeah, you can do it two ways. Create a custom dashboard: basically no code, just drag and drop. Or your team can ask that question every time. Most teams do a mix.
- Julia Hartmann NoneAnd the data refresh? How often does this update?
- Anya Petrova NoneEvery night. Anything that happened in your systems during the day: new tickets, calls, whatever, it all gets pulled in the nightly refresh and is live by 07:00 the next morning.
- Tim Schröder NoneWhat if the helpdesk system goes down or the data doesn't sync properly?
- Anya Petrova NoneWe monitor all the connectors. If a sync fails, we'll let you know immediately and work to fix it. Typically it's a permissions issue or a system outage on their end.
- Julia Hartmann NoneAnd support, if we have questions about how to use it or something isn't working?
- Matteo Ricci NoneDuring implementation, our team is your main contact. Once you're live, you get a customer success manager. They do quarterly business reviews with you and if there's a technical issue, they escalate to us. First response time on Growth is within a business hour.
- Tim Schröder NoneIs there training involved, or do you think the interface is intuitive enough?
- Anya Petrova NoneWe do training during implementation. Usually a couple of hours spread over a week, I'll walk your team through the interface, show them how to ask good questions. Most teams pick it up pretty quickly.
- Julia Hartmann NoneIs there risk of the brain making stuff up or getting confused?
- Anya Petrova NoneThe brain is built to search and summarise your actual data. It can't make anything up, it's only returning results from what's in your systems. If it doesn't understand a query, it'll say so.
- Matteo Ricci NoneThe key thing is your data never leaves your Snowflake account. We run inside your infrastructure. That's why there's no risk of data leakage, and security is tight.
- Tim Schröder NoneYeah, that's actually really important for us. Our customers care about data privacy.
- Matteo Ricci NoneExactly. And if you've got specific compliance needs, GDPR, whatever, we can work around those. But the baseline is your data, your infrastructure, your control.
- Julia Hartmann NoneOkay, I'm quite impressed. So what happens next?
- Matteo Ricci NoneIf you'd like to move forward, we'd send you a proposal with the scope, timeline, and pricing. That comes to £59,500 all-in for the first year including implementation. You'd have a two-week window to review it, ask questions, and then we'd move into a security review with your IT team. Once that's cleared, we'd do an order form and we'd be off to the races.
- Julia Hartmann NoneOkay. And timeline, how quickly could we get live?
- Matteo Ricci NoneEight weeks from order form signature. So if you sign in mid-November, you'd be live just after the new year.
- Julia Hartmann NoneThat's tight but doable. Florian would need to sign off on the commercial terms, obviously.
- Matteo Ricci NoneOf course. I'll send the proposal today, just PDF, nothing fancy. Review it, get Florian's thoughts, and then we can schedule a call to talk through any questions.
- Tim Schröder NoneYeah, that works for me.
- Matteo Ricci NoneBrilliant. I'll get that proposal over today and Anya can send some additional technical documentation, diagrams of how the connectors work, that sort of thing.
- Julia Hartmann NoneThat would be helpful, actually.
- Anya Petrova NoneWill do. I'll put together a connector architecture diagram showing how your four systems map into the brain, and some FAQs from the demo.
- Matteo Ricci NonePerfect. So proposal today, technical docs from Anya, and then we'll follow up next week to check in. Sound good?
- Julia Hartmann NoneYep, sounds great. Thanks for the demo.
- Matteo Ricci NoneCheers, Julia. Thanks Tim, Anya. We'll talk soon.
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