Coorabell Logistics / BB-Demo – Demo
Callcompleted
Coorabell Logistics: documents · 2026-03-11 10:00
Demo call with Brooke Dawson, who found the brain useful and said it could work well. Lewis Kerr proposed Starter and promised a proposal with scope and pricing by end of week. No price was discussed.
What was said
What this says
Current to 12 Oct 26Demo call with Brooke Dawson, who found the brain useful and said it could work well. Lewis Kerr proposed Starter and promised a proposal with scope and pricing by end of week. No price was discussed.
What happened: Hannah Lowe demoed the brain on a sample company with orders, tickets and invoices. Brooke said a query that would take her half an hour is instant, and that the brain is really valuable.
Customer view: Brooke described jumping between Salesforce, the helpdesk and the accounting system. She asked how setup works, who maintains the connectors, and what tier and cost to expect.
Commercial: Lewis suggested Starter, with 15 users and four connectors, and a four-week implementation. He gave no figures and committed to send a proposal by end of week, then set up a walkthrough call.
Watch: Brooke is the only customer participant, and the evidence does not show who else would sign or what budget exists. Pricing is still open.
Themes
Current to 9 Oct 26Theme
Starter demo, proposal pending
Importance
upsell
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr to send the Starter proposal with scope and pricing by end of week.
- Lewis Kerr to set up a walkthrough call with Brooke Dawson to go through the proposal.
Risks
Current to 9 Oct 26- Pricing was not discussed, so the customer's reaction to the Starter fee is untested.
- Brooke was the only customer attendee, so other decision-makers are not visible.
Opportunities
Current to 9 Oct 26- Starter subscription with a four-week implementation covering Salesforce, helpdesk and finance connectors.
- A fourth connector such as Slack or email, or a later upgrade or add-on if more connectors are wanted.
Transcript
Lewis Kerr NoneHi Brooke, Lewis Kerr from BB-Demo. And this is Hannah Lowe, our Solutions Engineer. Thanks so much for the time.
Brooke Dawson NoneThanks for having us. Good to meet you both.
Hannah Lowe NoneAnd you. So what we'd like to do today is walk through the brain with you: show you how it actually works, and let's talk about what kinds of questions your team would want to ask it. Sound OK?- Brooke Dawson NoneYeah, perfect. I've been looking forward to this.
- Lewis Kerr NoneGreat. So Brooke, just to remind you: you're a logistics business, customer accounts, delivery tickets, that kind of thing. Is that right?
- Brooke Dawson NoneYeah, exactly. We manage customer accounts, we track deliveries, and we need to see how customers are performing: order frequency, payment terms, all of that.
- Hannah Lowe NonePerfect. So right now, that data is probably spread across your CRM, maybe a helpdesk, finance system, that kind of thing?
- Brooke Dawson NoneYeah, exactly. We've got Salesforce, the helpdesk, our accounting system. Lots of jumping between tools.
- Lewis Kerr NoneWhich is what we solve. So Hannah's going to walk you through a quick demo, I'll share my screen, and we'll show you the brain in action. Feel free to ask questions as we go.
- Hannah Lowe NoneRight. So I'm going to show you a sample company that looks a lot like yours. It's got customer accounts, orders, support tickets, invoices. Everything you'd care about. And I'll ask the brain a few questions that would be relevant to you.
- Brooke Dawson NoneOK, good.
- Hannah Lowe NoneRight, so here's the brain. You just type in natural language. I'm going to ask it: 'Show me customers with orders over 10,000 in the last month.' And watch, it takes about three seconds and pulls the answer. Three customers. Shows their name, total orders, last order date. Pretty straightforward.
- Brooke Dawson NoneOh, that's useful. Normally that would take me, I don't know, half an hour?
- Hannah Lowe NoneEasily. You'd have to go to Salesforce, export, maybe Excel, clean it up. Whereas this is instant. Let me ask another one. 'Which customers have had more than two support tickets in the last quarter?' Again, three seconds. Seven customers. Click on one, you see all their tickets, the issues, when they were resolved. So you immediately know who your problematic customers are.
- Lewis Kerr NoneAnd imagine your team having this, instead of one person manually tracking all this stuff, everyone can just ask the brain a question whenever they need to.
- Brooke Dawson NoneYeah, that's really valuable.
- Hannah Lowe NoneAnd one more. 'Show me customers who haven't placed an order in 90 days.' It pulls ten customers. Churn risk. You'd want to follow up with those, right?
- Brooke Dawson NoneYeah, absolutely.
- Hannah Lowe NoneSo that's basically it. You have your data, Salesforce, the helpdesk, your accounting system, and you just ask it questions. The brain pulls the answer instantly, across all your systems. No more reconciliation.
- Lewis Kerr NoneAnd you'd control who has access: so maybe your sales team sees customer data, your customer service team sees tickets and invoices, that kind of thing.
- Brooke Dawson NoneCan I ask, how do you get the data from all those systems? Does it need a lot of setup?
- Hannah Lowe NoneGood question. We have connectors, kind of like bridges, that pull data from each system into your Snowflake. Salesforce connector, helpdesk connector, finance connector. They run automatically every night. Your IT team just gives us the access, and we handle the rest.
- Brooke Dawson NoneAnd you maintain that? We don't have to?
- Hannah Lowe NoneCompletely our side. If something breaks or changes, we fix it. And your data stays in your Snowflake the whole time. We don't store it anywhere else.
- Lewis Kerr NoneSo you own the data, you control it. We just make sure the connectors keep running.
- Brooke Dawson NoneWhat tier would this be for us?
- Lewis Kerr NoneI'd think Starter. You'd have up to 15 users, four connectors. Salesforce, helpdesk, finance, maybe Slack or email. That should cover your main needs. If you want to add more connectors later, you can upgrade or add them as add-ons.
- Hannah Lowe NoneAnd Starter also includes training, we'll get your team up to speed, and ongoing support. We do check-ins every six months.
- Brooke Dawson NoneHow long does implementation take?
- Lewis Kerr NoneFor Starter, typically four weeks. We set up the connectors, make sure the data is loading right, train your team, and you go live.
- Brooke Dawson NoneAnd what's the cost?
- Lewis Kerr NoneSo there's an implementation fee upfront, and then an annual subscription. I can send you a proposal with the exact numbers, but we're talking about the Starter tier. Let me get that over to you and we can have a follow-up conversation about pricing and timing if this is the right direction.
- Brooke Dawson NoneThat sounds good. I think this could work well for us.
- Lewis Kerr NoneExcellent. So what I'll do is put together a proposal with the scope and pricing, and I'll send that over by end of week. Then we can set up a call to walk through it, answer any questions, and if you're happy, we move to the next stage.
- Brooke Dawson NoneGreat.
- Lewis Kerr NoneAny other questions?
- Brooke Dawson NoneNo, I think that's good. That was really helpful.
- Lewis Kerr NoneGreat. Really appreciate the time. You'll hear from me with that proposal. Cheers.
- Hannah Lowe NoneThanks, Brooke. Speak soon.
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