What was said
What this says
Current to 11 Oct 26Prospect demo on indexed Salesforce and logistics data. Jun Tan was positive, asked about access, connectors and security, then asked for a commercial follow-up with Hao, who was not on the call.
What happened: Theo Gallagher showed a shipment query and a margins dashboard on indexed Salesforce and logistics data. Tom Ashdown covered security and the Snowflake deployment.
Customer view: Jun Tan called it impressive and asked about role-based access, connector limits and data security. Jun said the company is cautious about customer data.
Commercial: Growth tier was named, with eight connectors against about five key sources. Jun asked for a commercial talk with Hao, and Tom promised formal terms and a proposal call early the following week.
Watch: Hao was not on this call, so the commercial buyer had not yet seen the product. The evidence does not show a competitor or a budget.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send formal terms and set a proposal call with Jun and Hao early the following week.
Risks
Current to 9 Oct 26- Hao had not yet seen the product, so the commercial buyer was absent from the demo.
Opportunities
Current to 9 Oct 26- A Growth tier sale: about five key data sources sit inside the eight connectors included.
- Role-based access and margin dashboards by lane map to the Growth dashboards builder.
Transcript
- Tom Ashdown NoneHi Jun, thanks for making time again. Theo here is our Solutions Engineer, he's going to walk you through how this actually works.
- Theo Gallagher NoneHi Jun. So I've indexed your Salesforce and logistics data, a couple of months of history, gives us enough to work with. What I want to show you is how someone in your team actually uses the brain day-to-day.
- Jun Tan NoneOkay, good.
- Theo Gallagher NoneSo let's say your account manager wants to check on a customer: shipments, delivery performance, any issues. Today that takes five or ten minutes across systems, yeah?
- Jun Tan NoneYeah, at least.
- Theo Gallagher NoneWatch this. I ask the brain: 'Show me all shipments for this customer in the last quarter, and flag any late deliveries.' It returns the answer in seconds. Six shipments, two late, both due to customs clearance on our side. All the context is unified automatically.
- Jun Tan NoneThat's impressive.
- Theo Gallagher NoneNow, what if finance wants a dashboard, margins by customer by lane? I can build that in minutes. The brain unifies the data; we just shape it how you need it. Here's an example. Click on any lane and you drill down to shipment level.
- Jun Tan NoneAnd this updates automatically?
- Theo Gallagher NoneEvery night. Your data refreshes by seven in the morning, every business day. Teams wake up to current numbers.
- Jun Tan NoneGood. Does it handle our access model, different teams seeing different data?
- Theo Gallagher NoneExactly. You set role-based access. Sales sees customer and shipment data, finance sees cost and margin. Everyone's looking at the same unified data source, but they see what matters to their role.
- Jun Tan NoneHow hard is it to set up? The connectors to our systems?
- Theo Gallagher NoneWe handle the technical work. You provide read-access service accounts, we build the connectors, test them. Takes about a week.
- Jun Tan NoneAnd is there a limit on connectors? We've got maybe five key data sources.
- Theo Gallagher NoneGrowth tier includes eight connectors. You're well within that.
- Jun Tan NoneWhat about data security? We're cautious about customer data.
- Tom Ashdown NoneThat's the key bit. The brain runs inside your Snowflake account. Your data doesn't leave your infrastructure. Encrypted in transit and at rest.
- Theo Gallagher NoneRight. Snowflake is your data warehouse. We deploy the brain into it. Your team accesses it through the web, but the queries run against your Snowflake compute. You control access, data retention, everything. We run the software; you run the data.
- Jun Tan NoneSo you don't host our data at all?
- Theo Gallagher NoneNo. That was actually one of the first questions, we understand it's important.
- Jun Tan NoneGood. Okay, I think Hao needs to hear this. Can we schedule a follow-up with you and him to talk commercial?
- Tom Ashdown NoneAbsolutely. Let me get some formal terms together, and we'll do a proposal call early next week. How does that sound?
- Jun Tan NoneSounds good.
- Tom Ashdown NoneBrilliant. I'll send that over today. Cheers, Jun.
- Jun Tan NoneCheers.