Pelham Rowe Insurance Brokers / BB-Demo – Demo
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Pelham Rowe Insurance Brokers: documents · 2023-11-28 10:30
Sandbox demo on sample data for Naomi Fordham and Danny Sargent. Danny said they were ready to move forward; Tom Ashdown promised a proposal by the end of the week for review with Geoffrey.
What was said
What this says
Current to 11 Oct 26Sandbox demo on sample data for Naomi Fordham and Danny Sargent. Danny said they were ready to move forward; Tom Ashdown promised a proposal by the end of the week for review with Geoffrey.
What happened: Tobias Renwick showed the brain on sample data mirroring Salesforce, Zendesk and call recordings, in a sandbox. Naomi Fordham and Danny Sargent asked about refresh, broken connectors, training, users and go-live.
Customer view: Naomi called the demo impressive and asked to see the query again. Danny said they were ready to move forward.
Commercial: Tom Ashdown said Starter takes up to fifteen users as a soft limit, with Growth above that, and go-live is four weeks from signature. A proposal was promised by the end of that week.
Watch: Geoffrey, who is to review the proposal, was not on the call, and the evidence does not show his view. Tobias said data is always current, while the nightly refresh lands by seven in the morning UK time on business days.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send the proposal covering scope, timeline and costs by the end of the week of the call.
- Naomi Fordham and Danny Sargent to review the proposal with Geoffrey Rowe.
Risks
Current to 9 Oct 26- Geoffrey Rowe was not on the call and is to review the proposal, so the buying decision is not yet confirmed.
- The demo ran on sandbox sample data, not the customer's live systems.
Opportunities
Current to 9 Oct 26- Starter implementation and subscription on Salesforce, Zendesk and the call recorder, with Growth as the path if users pass fifteen.
Transcript
Tom Ashdown NoneHi everyone. This is Tobias, our CTO, going to walk you through the brain on your data.
Tobias Renwick NoneRight, so to be precise, what I'm showing is the brain running against sample data mirroring your Salesforce, Zendesk, and call recordings. Nothing's live, this is a sandbox.- Tobias Renwick NoneSo if I ask: show me all customers with overdue support tickets and no recent calls, the brain searches all three systems and brings back the answer in seconds. Without this, you'd pull from each system manually.
Naomi Fordham NoneThat's impressive. Can you show that again?- Tobias Renwick NoneSure. Here's the query, here's the result. Twenty-three customers match.
Danny Sargent NoneDoes the data refresh automatically?- Tobias Renwick NoneEvery night. By seven in the morning UK time on business days. So Monday morning your data is current from Friday end of day.
- Danny Sargent NoneWhat if something changes in Zendesk?
- Tobias Renwick NoneThe connector picks it up and syncs on the nightly refresh. You're always working with current data.
- Naomi Fordham NoneWhat if a connector breaks?
- Tobias Renwick NoneWe monitor them. If one stops loading, you get an alert. The honest answer is most issues are on the source system side, permission changed, that kind of thing, but we help diagnose.
- Danny Sargent NoneDo users need training?
- Tom Ashdown NoneWe include training during implementation. A few sessions to get people comfortable asking questions.
- Naomi Fordham NoneHow many users can you support?
- Tom Ashdown NoneStarter is up to fifteen, soft limit. If you grow past that you move to Growth.
- Danny Sargent NoneWhat other systems can you connect?
- Tobias Renwick NoneWe support well-known systems. Salesforce, Zendesk, Google Workspace, Microsoft 365, Slack, Snowflake. For niche systems we can assess.
- Naomi Fordham NoneWhen could we go live?
- Tom Ashdown NoneFour weeks from signature. Connectors, data load, training, then you're up and running.
- Danny Sargent NoneI think we're ready to move forward.
- Tom Ashdown NoneGreat. I'll get a proposal to you. Scope, timeline, costs, you can review with Geoffrey.
- Naomi Fordham NoneWhen?
- Tom Ashdown NoneBy end of this week.
- Tobias Renwick NoneGood to chat, both. Thanks.
- Naomi Fordham NoneCheers, Tobias.