Merriott Lyle demo: recap and next steps

Deepa, Tariq, Thank you both for your time today. To confirm what I took from the session: you want one view of each trade account for the branch, key-account and credit-control teams, on the Enterprise tier, with a decision in the new year and a view to signing by 14 Feb 2025. To put a number on it, the overall deal value we are working to is £146,500, excluding VAT. I'll send that over properly in the written proposal, with the subscription and the one-off implementation shown separately, so nobody has to guess what sits inside the total. Three things I'd like to pick up from here: - Tariq, a list of the systems you would want connected first, so Hannah can sketch the connector design against your CRM and the branch system. - Deepa, who else should see the proposal on your side, particularly credit control and the regional directors. - Both of you, any questions the demo raised that you would rather have in writing. Hannah is copied and will cover anything technical or security related. Kind regards, Lewis

Lewis, Thanks for the recap, it matches my notes. On the connector list, the CRM is the obvious first one, then the branch system, then the credit control data. My main worry is account matching. The branch system and the CRM do not always agree on what a trade account is, and that's a mapping question before it's a connector question. Can Hannah explain how the brain handles two records that are the same customer under different names? I'd also like to know which connector would be the first to run nightly, because I'll check the load log against it during any trial. On 18 Dec 2024, at 17:21, Lewis Kerr wrote: > Tariq, a list of the systems you would want connected first, so Hannah can > sketch the connector design against your CRM and the branch system. Cheers, Tariq

Tariq, Deepa, Thank you, Tariq, that is exactly the right question to put to Hannah. She will write up how matching works in practice, with a worked example using two records for the same trade account, and I'll make sure it reaches you both in the new year. I'd rather it was in writing than summarised by me. On the first nightly connector, I won't answer that from memory. Hannah will confirm the sequence once she has seen your list, and I'll send the proposal over today or first thing after the break, whichever you prefer. Deepa, if you can let me know who should be copied from credit control, I'll include them from the start. The date we are still aiming at is 14 Feb 2025, but I'd rather the questions were answered properly than rushed. Have a good Christmas, both. Kind regards, Lewis