Demo scheduling
Email thread Ostwalder Versicherungsmakler · sales
Matteo Ricci asked Miriam Theisen for a product demo. She said the following week was too tight and proposed the week after. Matteo agreed to send three January dates and asked for read-only Salesforce access. Scheduling thread, no commercial terms.
What was said
What this says
As at Fri 9 Oct 2026Matteo Ricci asked Miriam Theisen for a product demo. She said the following week was too tight and proposed the week after. Matteo agreed to send three January dates and asked for read-only Salesforce access. Scheduling thread, no commercial terms.
Ask: Matteo wanted a one-hour demo with finance and operations present. Miriam replied that the following week was very tight and suggested the week after.
Customer view: She did not decline and was willing to move forward on a later date. Her reply is short and gives no view on scope or budget.
Next: Matteo is to send three dates in the second week of January. Hannah, the solutions engineer, will prepare a demo on live data, which needs read-only access to Ostwalder's Salesforce.
The thread
Updated 9 Oct 26Messages
Matteo Ricci 24 Dec 2025 13:58Hi Miriam, Thank you for our call recently about Ostwalder's reconciliation challenges. I would like to move forward with a product demo. I would rather you heard it from me early: a demo takes about an hour and works best with your finance and operations teams. Would next week work for you? Best regards, Matteo
Miriam Theisen 30 Dec 2025 14:14Hi Matteo, Next week is very tight for us. Could we look at the week after instead? Miriam- Matteo Ricci 31 Dec 2025 16:33No problem. I will send over three dates in the second week of January and we can confirm. Hannah, our solutions engineer, will prepare a demo on your live data, so a bit of read-only access to your Salesforce would help if you can arrange it early on. Best regards, Matteo