Muskwa Insurance Group / BG-Demo – Demo
Callcompleted
Muskwa Insurance Group · 27 May 2026 09:00
Demo on 27 May 2026 for Dylan Tremblay, Head of Revenue Operations, using his Salesforce and call data. He called it solid and asked for a proposal. Users, connectors and support add-ons were raised.
What was said
What this says
As at Fri 9 Oct 2026Demo on 27 May 2026 for Dylan Tremblay, Head of Revenue Operations, using his Salesforce and call data. He called it solid and asked for a proposal. Users, connectors and support add-ons were raised.
What happened: Hannah Lowe showed search and the dashboards builder on Muskwa's real Salesforce and call data. Dylan asked whether his ops team could build dashboards and how often data refreshes.
Customer view: Dylan said this looks solid and asked what comes next. He asked a proposal be sent.
Commercial: Growth includes eight connectors and 40 users, and Muskwa is using three. Extra users and Premium-style support were described as add-ons, so there is headroom to sell.
Watch: The proposal is an open item and no price was discussed on the call. The evidence does not show who else at Muskwa has seen the demo.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Jordan Pike to send the proposal with pricing and terms.
- Jordan Pike to move to order form and go-live plan once Dylan Tremblay has reviewed it.
Risks
As at Fri 9 Oct 2026- No pricing was discussed, so price reaction to the proposal is unknown.
- The evidence does not show whether other decision-makers have seen the demo.
Opportunities
As at Fri 9 Oct 2026- Spare connector capacity allows product usage or billing sources to be added.
- Extra users and a named engineer with faster response are available as add-ons.
Transcript
Jordan PikeMorning, Dylan. This is Hannah, she's our Solutions Engineer. She's going to walk you through what the BG-Demo looks like on your data.
Hannah LoweHi Dylan, good to see you. I've loaded your Salesforce and call data. What you're seeing today is your real information. Let me show you search.- Hannah LoweSay you want to find high-value customers who've had multiple calls in the last month. I'll search for that naturally.
Dylan TremblayOkay, it's bringing back the customers plus their recent calls. That's what we'd want to see.- Hannah LoweExactly. And you can refine: filter by region, call outcome, whatever. No code, just clicking and searching.
- Hannah LoweNow dashboards. This is the builder: you can create views like customer health, call volume by policy type, churn risk. Templates help you get started.
- Dylan TremblayCan my ops team build these, or do you need to do it?
- Hannah LoweYour team builds them. We'll train you in implementation. Most people find it intuitive within a couple of hours.
- Dylan TremblayAnd how often does the data update?
- Hannah LoweEvery night. Complete by 07:00 your time on business days. So anything new in Salesforce or your call system shows up in the brain the next morning.
- Dylan TremblayThat's fast. How many connectors can we have?
- Hannah LoweGrowth includes eight. You're using three, Salesforce, calls, email. If you wanted to add product usage or billing, you'd have room.
- Hannah LoweTo be precise on limits: Growth is 40 users. You can all search and build dashboards at the same time, no locking, no conflicts.
- Dylan TremblayWhat happens if we need to add users?
- Hannah LoweYou'd upgrade at your renewal, or we can add them mid-term. It's an add-on.
- Dylan TremblayGood. And support?
- Jordan PikeGrowth comes with quarterly check-ins and standard support. If you want a named engineer and faster response times, that's available as an add-on.
- Dylan TremblayAlright, this looks solid. What next?
- Jordan PikeI'll put together a proposal with pricing and terms. You can review it and we'll move to order form and go-live plan. Sound good?
- Dylan TremblayYes, send that over. Cheers.