Rastrick Precision Components / BB-Demo – Demo
Callcompleted
Rastrick Precision Components · 2026-08-26 10:45
Charlotte Haigh and Jacqueline Sutcliffe saw a Growth demo. Jacqueline's pain is slow contract queries pieced together from email and folders. Sophie Ling will send a proposal, then a signed order form.
What was said
What this says
Current to 14 Oct 26Charlotte Haigh and Jacqueline Sutcliffe saw a Growth demo. Jacqueline's pain is slow contract queries pieced together from email and folders. Sophie Ling will send a proposal, then a signed order form.
What happened: Hannah Lowe demoed search, chat and dashboards on 26 Aug 2026 to Charlotte Haigh and Jacqueline Sutcliffe, with Sophie Ling closing.
Customer view: Jacqueline said she is often piecing together information from email, the contracts folder and conversations, and called it slow. She said the demo would cut a lot of back and forth.
Commercial: Sophie described Growth, eight weeks and a one business hour critical response. She will send a proposal covering scope, timeline, connectors and investment.
Watch: Hannah said she would put the follow-up context answer in writing. The evidence does not show who signs or any price.
Themes
Current to 9 Oct 26Theme
Contract query search
Importance
upsell
Sentiment
positive
Voice
user
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Sophie Ling to send the proposal covering scope, timeline, connectors and investment.
- Hannah Lowe to confirm the follow-up question behaviour in writing.
Risks
Current to 9 Oct 26- The evidence does not show who signs or who controls budget, as neither attendee is clearly a buyer.
- Hannah Lowe promised written detail on context handling that must match what is delivered.
Opportunities
Current to 9 Oct 26- Growth tier with dashboards for contracts by expiry date and tickets by age.
- A contracts use case that Jacqueline raised and Charlotte supported with questions.
Transcript
Sophie Ling NoneHi Charlotte, Jacqueline, thanks for joining. Hannah's here too; she's our Solutions Engineer and will walk you through the brain.
Charlotte Haigh NoneGreat, thanks for having us.
Hannah Lowe NoneHi both. Before I dive in, is there anything specific you want to see? Any particular pain point we should focus on?
Jacqueline Sutcliffe NoneWell, like we said before, contracts. We get queries from customers, and I'm often piecing together information from email, our contracts folder, and conversations. It's slow.- Hannah Lowe NoneThat's the perfect use case. So what I'm going to do is show you a demo brain built on data a bit like yours. You've got contracts, you've got emails, you've got tickets coming in. The short answer is you can search and chat across all of them at once. The longer answer is I'll show you.
- Hannah Lowe NoneSo here's the interface. See the search box at the top? I'm going to type a customer name and ask it to show me all their contracts, communications, and open tickets in one place.
- Charlotte Haigh NoneSo it's pulling from multiple systems in real time?
- Hannah Lowe NoneExactly. It queries your CRM, your email archive, your helpdesk, whatever systems you connect, and it returns results ordered by relevance. To be precise, the connectors we set up during implementation load the data each night, and the search happens against your own Snowflake account.
- Jacqueline Sutcliffe NoneThat's, yeah, that would cut a lot of back and forth out. Especially if I'm talking to a customer.
- Hannah Lowe NoneRight. And you can also chat with it. So instead of searching, you can ask it in natural language. Show me all contracts for this customer that are expiring in the next month. It'll give you the answer straight away.
- Charlotte Haigh NoneDoes it handle follow-up questions? If I ask about a contract and then ask for details on the customer, does it stay in context?
- Hannah Lowe NoneYes. It's a conversation. You build context as you go. I'll put that in writing because the nuances matter, but yes, that's the idea.
- Hannah Lowe NoneNow, you can also build dashboards yourself. No coding. You drag in metrics, set filters: so for your customer service team, you might want to see tickets by status or age. For your contracts team, contract values by expiration date, that sort of thing.
- Jacqueline Sutcliffe NoneCan anyone in the team build them, or just admins?
- Hannah Lowe NoneGrowth tier includes users across your team, and they can all build dashboards. Some will be more savvy than others, but the tool is built for non-technical people. You can set permissions so sensitive stuff is gated.
- Charlotte Haigh NoneOkay, that's helpful. What about security and data, where's everything living?
- Hannah Lowe NoneEverything's in your own Snowflake account. BB-Demo doesn't store any of your data. We run the app inside your environment. So from a data residency and compliance perspective, you're in control.
- Jacqueline Sutcliffe NoneDo you need special knowledge to connect the systems: like, our email, our CRM, or is that handled for you?
- Hannah Lowe NoneWe handle it. That's part of the implementation. We connect the systems, test, and make sure the data is fresh and correct. You're involved, you tell us which systems matter, but the heavy lifting is ours.
- Charlotte Haigh NoneHow often does the data refresh?
- Hannah Lowe NoneNightly. So you wake up every morning and your brain has the latest data from the night before.
- Sophie Ling NoneAnd we'd be with you through the whole thing, from signing off the scope to making sure everything's live and your team's trained up.
- Charlotte Haigh NoneHow long does the whole implementation take?
- Sophie Ling NoneFor Growth, eight weeks. You're looking at maybe a handful of kickoff meetings from your side, I'd say about five hours total of your time, plus a training session at the end.
- Jacqueline Sutcliffe NoneAnd then what happens after, do you stick around if something breaks?
- Sophie Ling NoneYeah. You get support through your CSM and a helpdesk. If something's not working, we fix it. For Growth, we respond within a business hour to critical issues.
- Charlotte Haigh NoneOkay. I think we've got a good sense of it. Are there next steps?
- Sophie Ling NoneI'll send over a proposal: it'll spell out the scope, the timeline, what we're connecting, and the investment. If that looks good, we move to a signed order form and then we kick off.
- Charlotte Haigh NoneGreat. Thanks both.
- Hannah Lowe NoneThanks, Charlotte, Jacqueline. Happy to answer any follow-ups.
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