What was said
What this says
Current to 13 Oct 26Prospect discovery call. Customer service and finance both lose time checking CRM, helpdesk and accounting separately. About thirty users in scope. Matteo recommended Growth and promised a written proposal by Friday.
What happened: Matteo Ricci ran discovery with Iris Bosch and Gerrit Kromhout. Both described manual work across the CRM, helpdesk and accounting system, with no integration between them.
Customer view: Iris said she has to check three different places to answer a customer. Gerrit said reconciling CRM with accounting takes hours every month.
Commercial: Iris estimated maybe thirty people would use it. Matteo recommended Growth with an eight-week build. Gerrit asked about cost, and Matteo steered to value first, so no price was given on the call.
Watch: Gerrit said earlier approaches did not fit and wanted something that sits on top of existing systems. The evidence does not show a budget, a decision process or a named competitor.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Matteo Ricci to send the written summary and Growth proposal by Friday.
- Schedule a demo on sample data the following week.
Risks
Current to 9 Oct 26- Gerrit said earlier approaches did not fit, so the Growth fit must be proven on their own data.
- Price was deferred on the call, and the evidence does not show their budget.
Opportunities
Current to 9 Oct 26- Growth tier for about thirty users across operations, customer service and finance.
- Both a customer service and a finance lead are engaged, which gives two sources of value.
Transcript
- Matteo Ricci NoneIris, Gerrit, buongiorno. Matteo Ricci from BB-Demo. Can you both hear me clearly?
- Iris Bosch NoneYes, good morning. Thanks for calling.
- Gerrit Kromhout NoneHello, Matteo. We're here.
- Matteo Ricci NoneExcellent. So as I understand it, you're looking to improve how your teams work across sales, operations and finance. Our timeline is to have something concrete to evaluate by early December. Does that still fit your calendar?
- Iris Bosch NoneYes, that works for us. We want to move this through fairly quickly.
- Matteo Ricci NoneGood. So let me ask you first: tell me about your current setup. What systems are you using to manage customer information, orders, support tickets?
- Iris Bosch NoneWe use a couple of things. We've got our CRM for prospects and customers, we use the helpdesk for incoming questions, and then there's the accounting system where all the orders live. Right now it's quite manual, we have to log into each one separately.
- Matteo Ricci NoneSo no integration between them?
- Iris Bosch NoneExactly. And because of that, when a customer calls with a question, I have to check three different places to give them an answer. It's slow, and we miss things.
- Gerrit Kromhout NoneFrom a finance perspective, it's the same problem. I need to reconcile data from our CRM with what's in accounting. It takes hours every month.
- Matteo Ricci NoneThat's exactly the kind of pain we see. And how many people on your operations side would benefit from this kind of visibility?
- Iris Bosch NoneI'd say maybe thirty people across the company: everyone in our operations team, customer service, and a few in finance.
- Matteo Ricci NoneAnd have you evaluated solutions before, or is this your first time exploring something like this?
- Gerrit Kromhout NoneWe've looked at a couple of different approaches. Nothing quite fit what we needed. We wanted something that could sit on top of our existing systems without replacing them.
- Matteo Ricci NoneThat's important, and that's exactly what we do. We build inside your Snowflake, it's a layer above all your systems. You keep everything as is, but now you've got one place to ask questions across all of them. So when Iris gets a call, she can search once and see the whole customer story, CRM, orders, support history, everything.
- Iris Bosch NoneThat would genuinely change how we work. How long would it take to get something like that running?
- Matteo Ricci NoneFor the Growth tier, which I'd recommend for you, we're looking at eight weeks from signature. You'll give us access to your systems, we build the connectors, we train your team, and by week eight you're live and asking questions.
- Gerrit Kromhout NoneAnd the cost? What are we talking about?
- Matteo Ricci NoneI would rather you heard it from me first before we talk numbers. Let me ask: if we could solve this, if your teams could stop the manual work and actually use the data, what would that be worth to you annually?
- Iris Bosch NoneHonestly, the time savings alone would be worth a fair bit. And if we could serve customers better, that's huge for us.
- Matteo Ricci NoneLet me confirm that in writing. I'll send a summary of what we've discussed: your pains, your systems, the scope of who'd use this, and a proposal showing how Growth would work for you. You review it, you make sure I've got it right, and then we can do a detailed demo with some sample data.
- Gerrit Kromhout NoneWhen would you send that?
- Matteo Ricci NoneBy end of this week. Then we can schedule the demo for next week if that suits you?
- Iris Bosch NoneYes, that works. We'll review and get back to you.
- Matteo Ricci NoneExcellent. I'll send everything by Friday. Speak soon.