B-Glass
Lewis Kerr

Ivelbridge Software / BG-Demo – Negotiation

Callscheduled

Ivelbridge Software logo Ivelbridge Software · 20 Oct 2026 13:00

Who was there

BG-Demo

Them

Call prep

As at Fri 9 Oct 2026

Ivelbridge Software's CFO said on 7 Oct 2026 that the company is ready to sign and asked for the order form. This negotiation call settles the Growth first-year price and terms before the CRM expected close of 30 Oct 2026.

Context: Nothing is executed. The final Growth proposal of 28 Sep 2026 quotes £62k for the first year and £50k a year from year two. Toby Carswell has joined every call, and Toby Eccles holds the budget.

Approach: Work from one clean order form. Confirm the first-year figure within the 20% first-term discount cap. Set out the connector scope, including email and calls, within the eight Growth includes. State the Growth service terms plainly: a one business hour P1 response and a nightly refresh by 07:00.

Watch for: The proposal documents quote a four-hour first response, and the 14 Sep 2026 demo called the dashboards always fresh. Correct both on the call. Ed Kershaw, the Procurement Manager, is not attending. The records do not show whether the order form has been sent.

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

Booked

Updated 9 Oct 26
Date2026-10-20
Time13:00
Typenegotiation
Statusscheduled

Transcript

No transcript: the call is scheduled and not recorded.

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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B-Glass is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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What the data covers

DataRecords
Organisations225
People at customers862
BG-Demo staff records (in post and leavers)58
Calls1,995
Email threads3,013
Support tickets1,159
Documents1,218
Deals315
Invoices285
Events49
News items119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

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