B-Glass
Tom Ashdown

Tidecombe Housing / BG-Demo – Discovery

Callcompleted

Tidecombe Housing logo Tidecombe Housing · 23 Nov 2023 16:45

Natasha Pryor and Luke Kitching described tenant data split across Salesforce, Zendesk and Xero. Tom Ashdown positioned the Growth tier for about 20 users and agreed a demo on their own data early the following week.

What was said

What this says

As at Fri 9 Oct 2026

Natasha Pryor and Luke Kitching described tenant data split across Salesforce, Zendesk and Xero. Tom Ashdown positioned the Growth tier for about 20 users and agreed a demo on their own data early the following week.

What happened: Tom Ashdown ran discovery with Natasha Pryor and Luke Kitching. Natasha described jumping between a CRM, a helpdesk and a rent arrears system to answer a single tenant question.

Customer view: Luke said tracing arrears back to a tenant's record is slow and error-prone. Natasha said a single search across all three would save hours a week.

Commercial: Tom pointed to the Growth tier for about 20 users across housing, finance and admin. Salesforce, Zendesk and Xero are all connectors BG-Demo handles.

Watch: No price was discussed and the evidence does not show who signs. Luke, as Finance Director, will likely matter at order stage.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Unifying tenant data sources
Importance
neutral
Sentiment
positive
Voice
champion

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Tom Ashdown to send a calendar invite for a demo on Tidecombe's own data early the following week.

Risks

As at Fri 9 Oct 2026
  • Finance Director Luke Kitching raised compliance and his buying role is not yet clear.
  • No price or timeline was discussed, so commitment is untested.

Opportunities

As at Fri 9 Oct 2026
  • New Growth tier subscription for about 20 users across housing, finance and admin.
  • Three connectors (Salesforce, Zendesk, Xero) are all standard, which keeps implementation simple.

Transcript

  1. Tom Ashdown
    Tom Ashdown
    Hi Natasha, hi Luke, thanks for making the time. How's your week been?
  2. Natasha Pryor
    Natasha Pryor
    Busy but good. You?
  3. Tom Ashdown
    Tom Ashdown
    No drama. So Natasha, you mentioned you're trying to join up tenant data from a few different places. Tell me about that.
  4. Natasha Pryor
    Natasha Pryor
    Yeah. We've got a CRM with tenant contact info, a helpdesk with repair tickets, and then a separate system for rent arrears. When I need to answer a question about a tenant, do they owe us rent, what repairs have they reported, I'm jumping between three systems.
  5. Tom Ashdown
    Tom Ashdown
    That sounds painful. Luke, from a finance side, does that create headaches for you?
  6. Luke Kitching
    Luke Kitching
    It does, actually. We're always trying to trace arrears back to a tenant's record. And if there's a problem, someone claiming they paid something, we have to manually pull records from different places. It's slow and error-prone.
  7. Tom Ashdown
    Tom Ashdown
    Right. So what if you could search across all three systems at once? Tenant name, you get their contact record, their open repairs, their rent status, all in one place.
  8. Natasha Pryor
    Natasha Pryor
    That would save us hours a week. What are we talking about technically?
  9. Tom Ashdown
    Tom Ashdown
    We call it the brain. It sits in your Snowflake account: your own data, your own security: and it pulls from your CRM, your helpdesk, your accounting system, anything you want. You search or ask a question and it joins the data up for you.
  10. Natasha Pryor
    Natasha Pryor
    And it's hosted by you or by us?
  11. Tom Ashdown
    Tom Ashdown
    You. It runs in your Snowflake. We build it, we maintain it, but it's your infrastructure, your data never leaves.
  12. Luke Kitching
    Luke Kitching
    That's good from a compliance angle. What systems do you connect to?
  13. Tom Ashdown
    Tom Ashdown
    Salesforce, HubSpot, Zendesk, Xero, most of the common ones. What are you running?
  14. Natasha Pryor
    Natasha Pryor
    We're on Salesforce for the CRM and Zendesk for the helpdesk. The rent arrears is in Xero.
  15. Tom Ashdown
    Tom Ashdown
    Perfect. All three we handle. How many people would be using something like this?
  16. Natasha Pryor
    Natasha Pryor
    Maybe 20 across different teams. Housing officers, finance, someone in admin.
  17. Tom Ashdown
    Tom Ashdown
    That probably sits in our Growth tier. More capacity, more features than Starter. I'd like to do a demo on your actual data so you can see how it works for your use case. Would next week suit you?
  18. Natasha Pryor
    Natasha Pryor
    Yeah, early next week would be good.
  19. Tom Ashdown
    Tom Ashdown
    Brilliant. I'll send a calendar invite. Cheers, both.

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