Following up on the demo
Email thread Carrowkeel Software: documents · sales
After the demo, Sophie Ling put the Growth proposal at £54k with a 1 Aug 2025 signing target. Niamh Fogarty named helpdesk and CRM as first connectors, confirmed herself as admin, and asked to see usage split per agency group.
What was said
What this says
Current to 11 Oct 26After the demo, Sophie Ling put the Growth proposal at £54k with a 1 Aug 2025 signing target. Niamh Fogarty named helpdesk and CRM as first connectors, confirmed herself as admin, and asked to see usage split per agency group.
Ask: Sophie asked which systems the customer wants connected first and who will be day-to-day admin. Niamh answered helpdesk and CRM first, then product usage, and named herself as admin with Aoife Mulcahy as sponsor.
Customer view: Niamh is engaged but conditional. She wants the per-agency-group usage split shown before going further.
Next: that split needs to be covered in the next session. Helpdesk and CRM are standard connectors, so the build order is not a concern.
The thread
Updated 9 Oct 26Messages
Sophie Ling 10 Jun 2025 14:56Hi Aoife, Niamh, Thanks for your time on the demo. It was good to see the brain answering questions on your own data, and the questions you raised about reading support tickets, renewals and usage per agency group were exactly the right ones. As promised, here is where we are. We have scoped Growth for Carrowkeel Software, and the total value of the proposal is £53,800. I'm aiming to have it signed by 1 Aug 2025, but that is a target rather than a deadline, so tell me if your timing looks different. One ask: could you let me know which systems you would want connected first? Anya, copied here, can then confirm what that looks like on the build side. Thanks, Sophie
Niamh Fogarty 10 Jun 2025 15:26Hi Sophie, Thanks, that's helpful. Speaking for the data side, the first things we'd want are the helpdesk and the CRM, because that's where the ticket history and the renewal dates sit. Product usage would come after that. Aoife may want to add priorities, but that's my starting list. Niamh- Sophie Ling 12 Jun 2025 12:18Hi both, Thanks, Niamh. The helpdesk and the CRM are both standard connectors, so that order works well. Anya has confirmed that product usage can follow once those two are loading cleanly. The one thing I'd like to check is who on your side would be the day-to-day admin during the build. Is that you, Niamh? Sophie
- Niamh Fogarty 12 Jun 2025 12:54Yes, that would be me. Aoife will be the sponsor and the main person asking questions of it. I'd still like to see how the usage data would be split per agency group before we go further, so can that be part of the next session? Niamh