Lindesvik Logistik / BB-Demo – Demo
Callcompleted
Lindesvik Logistik · 2026-09-17 14:30
Emma Sandberg saw a demo on her own Salesforce and call data and called it promising. Growth fits her five systems. A proposal was promised by end of week, with a possible October kick-off. No order form is mentioned.
What was said
What this says
Current to 13 Oct 26Emma Sandberg saw a demo on her own Salesforce and call data and called it promising. Growth fits her five systems. A proposal was promised by end of week, with a possible October kick-off. No order form is mentioned.
What happened: Matteo Ricci and Theo Gallagher demoed the brain on Lindesvik Logistik's Salesforce and call recordings. Emma asked about customisation, connectors, users and next steps.
Customer view: Emma said "This looks promising. What's next?" She named Salesforce, the accounting system, calls, emails and maybe HR later, which Theo counted as five connectors against the eight in Growth.
Commercial: This is a new-business Growth deal at the proposal stage. Emma will take it to Magnus, who appears to be the sign-off. The evidence does not show his role, and he was not on the call.
Watch: IT has not yet confirmed read-only access to Salesforce and the accounting system. The nightly refresh was accepted, and Emma tied value to spotting a lost Nordics account earlier.
Themes
Current to 9 Oct 26Theme
Growth tier demo
Importance
upsell
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Matteo Ricci to send the proposal by end of week.
- Theo Gallagher to send the IT architecture one-pager and connector questionnaire.
Risks
Current to 9 Oct 26- IT has not yet confirmed read-only access to Salesforce and the accounting system.
- Magnus is not on the call and has not yet seen the proposal.
Opportunities
Current to 9 Oct 26- Growth subscription with eight weeks of implementation, with five connectors planned against the eight included.
- Churn-risk search could show value against the lost Nordics account Emma described.
Transcript
Matteo Ricci NoneHi Emma, great to see you again.
Emma Sandberg NoneGood, thanks. Keen to see this in action.- Matteo Ricci NonePerfect. This is Theo, our Solutions Engineer. He's built the demo on your Salesforce and some call data. Theo, shall we walk through what's possible?
Theo Gallagher NoneSure. I've connected your Salesforce and call recordings, and now I can ask questions across both in plain language. Let me show you. I'm asking: 'Show me all customers who placed orders in the last three months and had a support call.' Here's the result: names, order dates, call dates, even call summaries. No manual joining, no spreadsheet.- Emma Sandberg NoneWait, that pulled the call summary automatically?
- Theo Gallagher NoneYes. We index your recordings, the brain transcribes them and indexes key points. You can search by topic, by outcome, by customer. Now let me show you a dashboard. This one tracks orders by region and customer sentiment from recent calls. You can see this region is trending up in order value but we're getting tougher sentiment in the calls. That's actionable.
- Matteo Ricci NoneThat's the power of it, patterns you'd never spot in a spreadsheet.
- Emma Sandberg NoneHow much of this can we customize?
- Theo Gallagher NoneOn Growth you get the dashboard builder, you can create as many as you need. You point it at the data you want, build charts, set thresholds. Very flexible. How many systems do you actually need connected?
- Emma Sandberg NoneSalesforce definitely. The accounting system. Calls. Emails probably. Maybe HR down the line.
- Theo Gallagher NoneThat's five, you're well within the eight that come with Growth. You can add more later if needed. One thing to flag: we refresh the data nightly, complete by 07:00 your local time on business days. So when you're asking questions in the morning, you're working with data from end of yesterday.
- Emma Sandberg NoneThat works for us.
- Theo Gallagher NoneGood. Let me also show you search. Instead of asking a structured question, you can just type 'which customers are at risk' and the brain interprets that: looks at order frequency drop, payment issues, call sentiment, surfaces churn risks. No manual trawling.
- Matteo Ricci NoneWhat would that have caught historically?
- Emma Sandberg NoneOh, we'd have spotted the Nordics account issue weeks earlier. We lost them because their order frequency was dropping and we didn't notice until they'd moved to a competitor.
- Matteo Ricci NoneThat's why we run quarterly business reviews once you're live. We walk you through the metrics that matter, make sure you're getting value, iterate on dashboards.
- Theo Gallagher NoneOne question, is your IT team comfortable with us accessing Salesforce and the accounting system read-only?
- Emma Sandberg NoneI think so. We'd need to check with them but read-only is how they like to work.
- Theo Gallagher NoneThat's standard for us. I can send them a one-pager on the architecture and security. We run inside your Snowflake, your data warehouse. We don't take a copy of anything.
- Matteo Ricci NoneImplementation is eight weeks. Theo's team configures connectors, we build and test dashboards with you, and you run in a sandbox before going live. Week eight is when the brain starts answering real questions.
- Emma Sandberg NoneAnd if we want to add users or connectors after?
- Matteo Ricci NoneYou can upgrade anytime. Growth allows forty users and eight connectors. If you need more, we can talk about add-ons, or you move to Enterprise. But Growth usually fits.
- Emma Sandberg NoneOK. This looks promising. What's next?
- Matteo Ricci NoneWe send you a proposal. You review with Magnus and your team, and if you're happy, we get an order form signed and we start. We'd likely kick off in October. Proposal will have timeline, scope: which connectors, users, and pricing. Everything clear.
- Theo Gallagher NoneI'll send the IT architecture one-pager and the connector questionnaire separately so your IT team can review in parallel.
- Emma Sandberg NoneGreat. I'll talk to Magnus and we'll get back to you.
- Matteo Ricci NonePerfect. Proposal by end of week and we'll take it from there. Thanks, Emma. Cheers, Theo.
- Emma Sandberg NoneThanks, guys.
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