Marsden Vale Recruitment / BG-Demo – Demo
Callcompleted
Marsden Vale Recruitment · 18 Jul 2024 12:00
On 18 Jul 2024 Tom Ashdown and Hannah Lowe demoed the brain to Charlotte Haigh and Shannon Lockwood. Starter was pitched at £20k plus a £6,000 implementation. Charlotte asked for the proposal soon.
What was said
What this says
As at Fri 9 Oct 2026On 18 Jul 2024 Tom Ashdown and Hannah Lowe demoed the brain to Charlotte Haigh and Shannon Lockwood. Starter was pitched at £20k plus a £6,000 implementation. Charlotte asked for the proposal soon.
What happened: The demo ran on 18 Jul 2024. Hannah showed one view across Salesforce, accounting, email and calls, refreshed each morning by seven.
Customer view: Charlotte said people are always jumping between Salesforce and the invoice system. She asked whether data stays in their own systems and was told it runs in their Snowflake account.
Commercial: Tom recommended Starter with four connectors and fifteen users, and a four-week implementation. Shannon asked about outgrowing Starter, and Hannah quoted Growth at £44k with a pro-rata credit.
Watch: The evidence does not show a decision on this call. The next steps were a proposal by end of week, a systems questionnaire and a short security review.
Themes
As at Fri 9 Oct 2026Theme
Starter demo and proposal
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Tom Ashdown to send the Starter proposal to Charlotte Haigh by end of week.
- Hannah Lowe to send the systems questionnaire and security review document.
Risks
As at Fri 9 Oct 2026- Charlotte wanted to discuss the cost with finance, and no finance contact was on this call.
Opportunities
As at Fri 9 Oct 2026- Shannon's question about outgrowing Starter points to a later Growth upgrade.
Transcript
Tom AshdownHi Charlotte, hi Shannon. Cheers for joining. How's your week been?
Charlotte HaighGood, thanks. Busy, as always. Looking forward to seeing what you've got for us.- Tom AshdownRight, brilliant. So Hannah's here, she's going to walk you through the brain. Before we kick off, can everyone hear okay?
Shannon LockwoodYes, we can hear you.
Hannah LoweGreat. I'm going to show you the brain running on your data. We connect your Salesforce, email system, call recordings and accounting system. Everything goes into one place. Charlotte, you mentioned seeing client accounts, open roles and invoices together, that's exactly what I'll show you.- Hannah LoweImagine a recruiter on a call with a client, one of your big firms with five open roles. They've got a contract ending soon and outstanding invoices. Instead of flipping between Salesforce and finance, they ask 'show me everything on Acme Engineering' and get all five roles, contract details and invoices in one view. Saves five minutes per call.
- Charlotte HaighThat would be useful. We use Salesforce for roles and a separate system for invoices. People are always jumping between them.
- Hannah LoweExactly what we solve. The brain pulls Salesforce, accounting software, email, and refreshes every morning by seven. So if an invoice was paid overnight or a new role was added, the brain knows it.
- Shannon LockwoodHow does it handle our emails? We have a lot of back-and-forth with clients.
- Hannah LoweThe brain indexes your email: pulls out client names, role conversations, salary discussions, start dates. Ask 'what did we promise Acme about signing a developer' and it finds that in your emails and call history. No manual searching.
- Charlotte HaighThis is inside our own systems, right? We don't move our data?
- Hannah LoweCorrect. The brain runs in your Snowflake account or we set one up. You own the data absolutely. Connectors are read-only, we just pull data in.
- Tom AshdownSo moving to the offering, I think Starter is right for you to start with. That's four connectors, fifteen users, and six-monthly check-ins with Marcus Bell, your CSM. Annual subscription is nineteen thousand five hundred. One-off implementation fee of six thousand to connect everything and train your team, takes four weeks.
- Charlotte HaighSix thousand plus nineteen and a half, so twenty-five and a half in the first year?
- Tom AshdownThat's right. The six is just the first year for implementation. Then it's nineteen five every year after that, paid upfront. No drama if you want to discuss with your finance team, I'm happy to set up a call.
- Shannon LockwoodWhat if we outgrow Starter? Is there a way to upgrade?
- Hannah LoweYes, absolutely. You can upgrade to Growth anytime: that gives you eight connectors, forty users, and quarterly business reviews instead of six-monthly. The Growth subscription is £44,000 but you'd get a pro-rata credit for remaining months on your Starter contract.
- Tom AshdownSo if you wanted to start on Starter and see how it goes, that's fine. We can always scale you up. How does that sound?
- Charlotte HaighIt sounds good. What's the next step?
- Tom AshdownI'll send you a proposal: the scope, the four connectors, fifteen users, the fees and the timeline. Hannah will also send a questionnaire about your systems, takes about an hour to fill in. Once you send that back, Hannah can make sure everything's going to work and give you a go-live date.
- Hannah LoweAnd there's a brief security review, just so your IT team knows exactly what connectors we'll be creating and how they'll access your systems. Takes about a week. I'll put together a document outlining what we need.
- Shannon LockwoodWhen would we be live?
- Tom AshdownFrom when you sign, so let's say next week, you'd be live probably late August, early September. Four weeks covers the questionnaire, security, setup and training.
- Charlotte HaighOkay, that works. Can you get us the proposal soon?
- Tom AshdownI'll get it to you by end of week. And then we can touch base next week to answer any questions. Sound good?
- Charlotte HaighYes, thanks, Tom.
- Hannah LoweThanks, Charlotte, Shannon. Speak soon.
- Tom AshdownCheers, both. Speak soon.
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