Kersey Mill Foods / BB-Demo – Discovery
Callcompleted
Kersey Mill Foods: documents · 2024-05-16 14:00
Discovery call with Gillian Woolnough, who described a team slowed by pulling data from Salesforce, call notes and email. She is keen on the operations side but needs finance involved. Tom Ashdown quoted a Growth package verbally.
What was said
What this says
Current to 11 Oct 26Discovery call with Gillian Woolnough, who described a team slowed by pulling data from Salesforce, call notes and email. She is keen on the operations side but needs finance involved. Tom Ashdown quoted a Growth package verbally.
What happened: Tom Ashdown held a discovery call with Gillian Woolnough on 16 May 2024. She named Salesforce, a call recorder, Microsoft 365 and an older back-office ERP as her systems.
Customer view: Gillian said four or five people on her team pull data regularly and it slows their other work. She asked what it would cost and how long it would take to set up.
Commercial: Tom quoted a Growth package at eight weeks of implementation and sixty-two thousand all-in with setup and training, with a subscription on top. That was a verbal figure on the call, not a proposal.
Watch: Gillian will need her finance team for the commercial side, and no technical contact has been named yet. The demo is expected mid-summer.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send Gillian Woolnough demo date options for mid-summer.
- Gillian to confirm her technical contact and bring in finance on the commercial side.
Risks
Current to 9 Oct 26- Finance has not been involved yet and Gillian said she needs them for the commercial side.
- The verbal sixty-two thousand all-in figure is unclear against the Growth price book, so the proposal should state implementation and subscription separately.
- No technical contact has been confirmed for the demo.
Opportunities
Current to 9 Oct 26- Growth package for a customer service team that spends regular time reconciling Salesforce, call notes and email.
- A demo on the customer's own data, which Gillian agreed to as the next step.
Transcript
Tom Ashdown NoneHi Gillian, how are you doing?
Gillian Woolnough NoneGood, thanks Tom. Bit mad at work but can't complain.- Tom Ashdown NoneYeah, I can imagine. Food and drink sector never sleeps, does it. So, just to kick off: we're BB-Demo, we build a data layer that lets you query across your CRM, calls, emails, whatever you've got. The idea is everyone stops manually pulling data and gets answers in seconds instead of days.
- Gillian Woolnough NoneOkay, so it's an analytics tool?
- Tom Ashdown NoneA bit, yeah, but it's more like a search and query engine on top of all your data. What systems are you running now?
- Gillian Woolnough NoneWe use Salesforce for customers and orders. We've got a call recorder, I think it's Gong, and email's just Microsoft 365. And then there's an older ERP system that sits in the back office.
- Tom Ashdown NoneRight, so you've got a fair bit scattered. What's causing you pain right now?
- Gillian Woolnough NoneHonestly, it's when we're trying to understand why an order failed or a customer's upset. We're pulling from Salesforce, we're looking at call notes, checking emails, and it takes forever. We could be resolving issues faster.
- Tom Ashdown NoneThat's the classic one. How many people are doing that pulling?
- Gillian Woolnough NoneAbout four or five on my team do it regularly. But it slows them down on other work.
- Tom Ashdown NoneYeah, so that's hours a week that could be better spent. If we could centralise all of that and let your team query it directly, no manual work, would that be worth exploring?
- Gillian Woolnough NoneYeah, absolutely. What would it cost and how long to set up?
- Tom Ashdown NoneGood question. For a team your size, we'd be looking at a Growth package: that's eight weeks of implementation, sixty-two thousand all-in with setup and training. Then an annual subscription on top of that.
- Gillian Woolnough NoneRight. And I'd need to involve our finance team on the commercial side, but on the operations side, if we can see it working with our data, I'm keen.
- Tom Ashdown NoneAbsolutely. That's why we do a demo next. We bring in our solutions engineer and they build out your connectors so you see something real. When could you find a slot for that?
- Gillian Woolnough NoneProbably mid-summer. June, maybe July.
- Tom Ashdown NoneBrilliant. I'll get some dates over and we can lock it in. You'll want your tech person on that call, the folks who understand your systems?
- Gillian Woolnough NoneYeah, I'll check with them, but yeah, definitely.
- Tom Ashdown NonePerfect. I'll send a couple of options and let me know what works. Cheers, Gillian.