Following up from our call
Email thread Kilcolgan Payments · sales
Lewis Kerr recapped a call with Clodagh Fitzgerald on client services' need for one view across collections, disputes and tickets. She agreed and wants to see Salesforce and helpdesk data combined. Proposal promised.
What was said
What this says
Current to 13 Oct 26Lewis Kerr recapped a call with Clodagh Fitzgerald on client services' need for one view across collections, disputes and tickets. She agreed and wants to see Salesforce and helpdesk data combined. Proposal promised.
Ask: Clodagh wants to see how data would come together from Salesforce and the helpdesk, and will have the team ready to review.
Customer view: she agreed with the recap and engaged constructively. No concerns on price or terms were raised.
Next: Lewis said he would send the proposal on 14 Jul 2025 and follow up the following week.
The thread
Updated 9 Oct 26Messages
Lewis Kerr 11 Jul 2025 12:43Hi Clodagh, Thanks for taking the time to chat this morning. I wanted to recap what we covered: the client services team's need to have visibility across collections, disputes and support tickets in one place. I think the brain is a good fit for what you're trying to do. The next step would be for me to put together a proposal tailored to Kilcolgan's setup. I can have that to you by end of the week. Does that work? Kind regards, Lewis
Clodagh Fitzgerald 11 Jul 2025 13:52Lewis, Yes, that sounds good. We'd like to see how the data would come together from Salesforce and our helpdesk. I'll make sure the team is ready to review. Cheers, Clodagh- Lewis Kerr 14 Jul 2025 16:42Clodagh, I'll send that proposal over today. It walks through how we'd connect your systems, the timeline, and the investment required. Let me know if you have any questions once you've had a chance to review it. I'll follow up next week to see what you think. Kind regards, Lewis