Setting up a demo
Email thread Saltdean Hart Insurance Brokers: documents · sales
Priya Raman asked Zoe Kendrick for demo times. Zoe asked whether the claims team could attend too, as she is stretched, and proposed Thursday afternoon or Friday morning, pending Nigel.
What was said
What this says
Current to 11 Oct 26Priya Raman asked Zoe Kendrick for demo times. Zoe asked whether the claims team could attend too, as she is stretched, and proposed Thursday afternoon or Friday morning, pending Nigel.
Ask: Priya wants a demo on the customer's own data, run by a solutions engineer.
Customer view: Zoe is engaged but time-pressed. She wants to bring the right people and only do this once, and asked whether claims staff can see it.
Next: confirm the claims team is welcome, then fix a slot once Zoe has checked with Nigel.
The thread
Updated 9 Oct 26Typesales
Messages2
First message2024-09-23
Last message2024-09-24
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Messages
Priya Raman 23 Sep 2024 14:41Hi Zoe, Thanks for your time on the call earlier - really helpful to hear how the account executives and the claims team work day to day. To keep momentum, I would like to get a demo in the diary so you can see the brain running on your own data. Our solutions engineer will run it, and I will be on the line to keep it focused on what matters to you. Could you let me know a couple of times that suit you later this week or early next? Happy to make this easy, and if Nigel would like to join, even better. Best, Priya
Zoe Kendrick 24 Sep 2024 14:24Hi Priya, Quick question before I pick a time: can the claims team see it too, or is the demo just for the account executives? We're stretched this month so I want to bring the right people and only do this once. Thursday afternoon looks best for me, otherwise Friday morning. I will check with Nigel and confirm. Thanks, Zoe On 23 Sep 2024, at 14:41, Priya Raman wrote: > To keep momentum, I would like to get a demo in the diary so you can see > the brain running on your own data.
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