Lanyon Grey Software / BG-Demo – Demo
Callcompleted
Lanyon Grey Software · 19 Jun 2024 16:30
Hannah Lowe demoed the brain to Saira Khalid and Jack Treloar. Support saw a ticket-to-health use case. Starter limits were explained. Saira said she needs to discuss with Edward before replying; no order form decision was made.
What was said
What this says
As at Fri 9 Oct 2026Hannah Lowe demoed the brain to Saira Khalid and Jack Treloar. Support saw a ticket-to-health use case. Starter limits were explained. Saira said she needs to discuss with Edward before replying; no order form decision was made.
What happened: Hannah Lowe demoed search, ticket and Salesforce linking and dashboards to Saira Khalid and Jack Treloar on 19 Jun 2024. Edward Grey was not on the call.
Customer view: Jack asked how to link ticket data to customer health and what happens if something breaks. Saira asked whether the team could use it themselves and what setup involves.
Commercial: Priya Raman restated Starter at £20k a year and £6,000 implementation. Hannah explained the soft limit of fifteen users, the hard limit of four connectors (three in use) and six-monthly check-ins.
Watch: Saira closed with 'I'll need to discuss with Edward and get back to you.' Adding an accounting system later would be an upgrade conversation.
Themes
As at Fri 9 Oct 2026Theme
Starter demo and sign-off
Importance
upsell
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Priya Raman to send the demo summary, order form and master service agreement.
- Priya Raman to follow up with Saira Khalid on Edward Grey's decision.
Risks
As at Fri 9 Oct 2026- Saira needs Edward's agreement and he was not on the call, so the decision is open.
- The mid-July signing date that supports a mid-August go-live depends on a reply.
Opportunities
As at Fri 9 Oct 2026- An accounting system as a fourth connector would be an upgrade conversation.
- Support's ticket-to-customer-health dashboard is a concrete use case for Jack Treloar's team.
Transcript
Priya RamanAfternoon, Saira, Jack. Hannah, thanks for joining. This is Hannah Lowe, our solutions engineer - she runs all our demos and implementation. Hannah, Saira and Jack are from Lanyon Grey, assessment software for awarding bodies.
Hannah LoweHi both, lovely to meet you. So what I'd like to do today is walk through the brain on your actual data - Saira, you mentioned Salesforce, Zendesk, email. I'll show you how we'd connect those, walk through some real queries you might ask, and show what dashboards look like. Sound okay?
Jack TreloarYeah, that's helpful.- Hannah LoweRight. So to be precise, the brain lives inside your Snowflake. It's not middleware - it's your data, in your warehouse. I'll show you the interface. Let me share my screen. So here's the search bar. You can type anything - 'show me accounts with no activity in the last sixty days', 'which customers have open tickets and declining revenue', that sort of thing. The system pulls from all three connectors at once and gives you an answer in milliseconds. Behind the scenes, we've built the connectors to refresh from Salesforce, Zendesk, and Microsoft 365 every night, so the data's always fresh.
Saira KhalidAnd we'd be able to do this ourselves, or is it just for analysts?- Hannah LoweCompletely self-serve. The short answer is anyone in your org can ask. The longer answer is it depends on how you want to set permissions up - we can lock certain data down if you need to. But the goal is your whole team asking the questions, not relying on one analyst.
- Jack TreloarSo from support's perspective - I'd want to pull ticket data and link it to customer health. Can we do that?
- Hannah LoweThat's exactly it. The connector pulls your Zendesk data - tickets, tags, SLA status, resolution times. We link it with Salesforce - revenue, contract value, renewal dates. So you can ask 'show me accounts spending over fifty thousand per year with high-priority tickets unresolved' - you get that instantly. And you can build a dashboard that your support team watches daily.
- Saira KhalidHow long does it take to build something like that?
- Hannah LoweOnce we've implemented and your data's live, you can build a simple dashboard in about ten minutes. It's drag-and-drop. If you need something more complex, we can help. But your team won't be waiting on analysts.
- Jack TreloarOkay. And what if the data's wrong, or something breaks?
- Hannah LoweGood question. The data's only as good as what's in Salesforce and Zendesk, so garbage in, garbage out - but once those are clean, the brain stays clean. We refresh nightly, so if something changes in your source system, the brain catches it. On Starter, if there's an issue - say a connector stops refreshing - we'll know about it and get back to you within four business hours. I'll put a guide in writing that you can refer to.
- Saira KhalidAnd the actual setup - you mentioned implementation is four weeks. What does that look like month by month?
- Hannah LoweWeek one, we get together with you, understand your data, Salesforce schemas, Zendesk configuration. Week two through three, we build the connectors and test them. By end of week four, your team's trained and we flip the switch. You're live.
- Jack TreloarWho's involved from our side?
- Hannah LoweWe'd need your IT lead or someone who knows Salesforce and Zendesk configs. They'd probably spend a couple of hours total across the month answering questions. And then once we're live, ideally someone like Saira spends a couple of hours getting familiar with the interface so they can help their colleagues.
- Priya RamanSo just to wrap - you'd get the Starter plan, the four connectors we've talked about, four weeks to implementation, and you'd be live by mid-August. Annual cost is nineteen thousand five hundred for the subscription, six thousand implementation.
- Saira KhalidThat's clear. Are there any constraints or gotchas we should know about?
- Hannah LoweStarter includes fifteen users as a soft limit - you can go a bit over if you need to. Hard limit is four connectors - you have three, so you've got one in reserve. If you wanted to add your accounting system later, that would be an upgrade. Data's yours, lives in your Snowflake. Only other thing: on Starter, we do check-ins every six months, not quarterly like Growth. If you need more frequent touchbases, that's an upgrade conversation.
- Jack TreloarSounds manageable. What happens next?
- Priya RamanIf you're ready to move forward, we'd send an order form and master service agreement. Give you time to check those over, get legal and finance to sign off. Then once signed, we'd kick off the implementation with Hannah. If you have questions, we can hop on another call. Timeline-wise, if you get that back to us by mid-July, we'd have you live by mid-August.
- Saira KhalidOkay. I'll need to discuss with Edward and get back to you.
- Priya RamanTotally. I'll send over a summary of the demo, the order form, and any docs Hannah's got. And feel free to shout if you've got questions before we reconvene. Speak soon.
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