Lindesvik Logistik / BG-Demo – Demo
Callcompleted
Lindesvik Logistik · 17 Sep 2026 14:30
Emma Sandberg saw a demo on her own Salesforce and call data and called it promising. Growth fits her five systems. A proposal was promised by end of week, with a possible October kick-off. No order form is mentioned.
What was said
What this says
As at Fri 9 Oct 2026Emma Sandberg saw a demo on her own Salesforce and call data and called it promising. Growth fits her five systems. A proposal was promised by end of week, with a possible October kick-off. No order form is mentioned.
What happened: Matteo Ricci and Theo Gallagher demoed the brain on Lindesvik Logistik's Salesforce and call recordings. Emma asked about customisation, connectors, users and next steps.
Customer view: Emma said "This looks promising. What's next?" She named Salesforce, the accounting system, calls, emails and maybe HR later, which Theo counted as five connectors against the eight in Growth.
Commercial: This is a new-business Growth deal at the proposal stage. Emma will take it to Magnus, who appears to be the sign-off. The evidence does not show his role, and he was not on the call.
Watch: IT has not yet confirmed read-only access to Salesforce and the accounting system. The nightly refresh was accepted, and Emma tied value to spotting a lost Nordics account earlier.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Matteo Ricci to send the proposal by end of week.
- Theo Gallagher to send the IT architecture one-pager and connector questionnaire.
Risks
As at Fri 9 Oct 2026- IT has not yet confirmed read-only access to Salesforce and the accounting system.
- Magnus is not on the call and has not yet seen the proposal.
Opportunities
As at Fri 9 Oct 2026- Growth subscription with eight weeks of implementation, with five connectors planned against the eight included.
- Churn-risk search could show value against the lost Nordics account Emma described.
Transcript
Matteo RicciHi Emma, great to see you again.
Emma SandbergGood, thanks. Keen to see this in action.- Matteo RicciPerfect. This is Theo, our Solutions Engineer. He's built the demo on your Salesforce and some call data. Theo, shall we walk through what's possible?
Theo GallagherSure. I've connected your Salesforce and call recordings, and now I can ask questions across both in plain language. Let me show you. I'm asking: 'Show me all customers who placed orders in the last three months and had a support call.' Here's the result: names, order dates, call dates, even call summaries. No manual joining, no spreadsheet.- Emma SandbergWait, that pulled the call summary automatically?
- Theo GallagherYes. We index your recordings, the brain transcribes them and indexes key points. You can search by topic, by outcome, by customer. Now let me show you a dashboard. This one tracks orders by region and customer sentiment from recent calls. You can see this region is trending up in order value but we're getting tougher sentiment in the calls. That's actionable.
- Matteo RicciThat's the power of it, patterns you'd never spot in a spreadsheet.
- Emma SandbergHow much of this can we customize?
- Theo GallagherOn Growth you get the dashboard builder, you can create as many as you need. You point it at the data you want, build charts, set thresholds. Very flexible. How many systems do you actually need connected?
- Emma SandbergSalesforce definitely. The accounting system. Calls. Emails probably. Maybe HR down the line.
- Theo GallagherThat's five, you're well within the eight that come with Growth. You can add more later if needed. One thing to flag: we refresh the data nightly, complete by 07:00 your local time on business days. So when you're asking questions in the morning, you're working with data from end of yesterday.
- Emma SandbergThat works for us.
- Theo GallagherGood. Let me also show you search. Instead of asking a structured question, you can just type 'which customers are at risk' and the brain interprets that: looks at order frequency drop, payment issues, call sentiment, surfaces churn risks. No manual trawling.
- Matteo RicciWhat would that have caught historically?
- Emma SandbergOh, we'd have spotted the Nordics account issue weeks earlier. We lost them because their order frequency was dropping and we didn't notice until they'd moved to a competitor.
- Matteo RicciThat's why we run quarterly business reviews once you're live. We walk you through the metrics that matter, make sure you're getting value, iterate on dashboards.
- Theo GallagherOne question, is your IT team comfortable with us accessing Salesforce and the accounting system read-only?
- Emma SandbergI think so. We'd need to check with them but read-only is how they like to work.
- Theo GallagherThat's standard for us. I can send them a one-pager on the architecture and security. We run inside your Snowflake, your data warehouse. We don't take a copy of anything.
- Matteo RicciImplementation is eight weeks. Theo's team configures connectors, we build and test dashboards with you, and you run in a sandbox before going live. Week eight is when the brain starts answering real questions.
- Emma SandbergAnd if we want to add users or connectors after?
- Matteo RicciYou can upgrade anytime. Growth allows forty users and eight connectors. If you need more, we can talk about add-ons, or you move to Enterprise. But Growth usually fits.
- Emma SandbergOK. This looks promising. What's next?
- Matteo RicciWe send you a proposal. You review with Magnus and your team, and if you're happy, we get an order form signed and we start. We'd likely kick off in October. Proposal will have timeline, scope: which connectors, users, and pricing. Everything clear.
- Theo GallagherI'll send the IT architecture one-pager and the connector questionnaire separately so your IT team can review in parallel.
- Emma SandbergGreat. I'll talk to Magnus and we'll get back to you.
- Matteo RicciPerfect. Proposal by end of week and we'll take it from there. Thanks, Emma. Cheers, Theo.
- Emma SandbergThanks, guys.