Wickersley Building Supplies / BG-Demo – Demo
Callcompleted
Wickersley Building Supplies · 5 Jun 2025 11:00
On 5 Jun 2025 Shaun Godley, Sales Director, saw the brain demoed on sample Salesforce, helpdesk and email data. He liked the follow-up search and asked about dashboards. A proposal was promised that day.
What was said
What this says
As at Fri 9 Oct 2026On 5 Jun 2025 Shaun Godley, Sales Director, saw the brain demoed on sample Salesforce, helpdesk and email data. He liked the follow-up search and asked about dashboards. A proposal was promised that day.
What happened: Hannah Lowe showed chat search across sample Salesforce, helpdesk and email records. Lewis Kerr quoted four weeks for Starter and said the proposal would go out that day.
Customer view: Shaun called the follow-up search useful and was reassured on security and control of what is indexed. He took the next step back to Diane Pashley, who was not on the call.
Commercial: Shaun asked about dashboards and a weekly sales scorecard was demoed. The dashboards builder is a Growth feature, so a Starter proposal needs to be clear about what it includes.
Watch: Diane appears to hold the commercial decision. The evidence does not show her view at this stage.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Lewis Kerr to send the proposal on 5 Jun 2025 and schedule a proposal call.
- Shaun Godley to take the proposal to Diane Pashley.
Risks
As at Fri 9 Oct 2026- Shaun showed interest in dashboards, which sit in Growth rather than Starter, so expectations could outrun the tier.
- Diane Pashley was not on the call and her view is not shown.
Opportunities
As at Fri 9 Oct 2026- The dashboard interest could support a Growth rather than Starter proposal.
Transcript
Lewis KerrHi Shaun. Good to see you. I've got Hannah with me, she's our Solutions Engineer. She'll walk us through the demo and answer any technical questions. Ready?
Shaun GodleyYep, let's go.
Hannah LoweGreat. So I'll show you the brain running on data like yours. I've loaded in some sample Salesforce records, helpdesk tickets, and emails, nothing real, but structured the same way yours would be. The short answer is: you ask a question, the brain searches across all three systems at once, and gives you an answer. The longer answer involves a bit more detail on how it actually works.- Shaun GodleyGo on.
- Hannah LoweSo first, the brain lives inside your Snowflake account. Your data doesn't go anywhere. We build an index on top of Salesforce, helpdesk, email, whatever you connect, and that index is what we query. It refreshes every night. So when you ask a question, it's searching that index, not hitting Salesforce directly every time.
- Lewis KerrAnd the performance is quick.
- Hannah LoweYes. To be precise, most queries come back in under five seconds. If you're asking something very complex that needs to join a lot of data, maybe ten to fifteen seconds, but typically quite fast.
- Shaun GodleyGood. So let me ask a question: if I search for 'all customers who bought something last month and haven't checked in since', what happens?
- Hannah LoweSo you'd type that into the chat. The brain would pull customers from Salesforce who match the purchase date, cross-check that against your email and helpdesk to see if there's been contact, and come back with a list. You could then export that list, or drill into each customer record to see what was last discussed.
- Shaun GodleyThat's really useful for follow-up. What about dashboards?
- Hannah LoweWe have a dashboard builder. So if you wanted to create a weekly sales scorecard: deals by stage, conversion rate, that kind of thing: you'd drag in some charts, point each one at the data you want, and it builds live. You don't need to write SQL or anything; it's point-and-click.
- Lewis KerrAnd Diane could build that herself if she wanted to.
- Hannah LoweAbsolutely. Once we've shown her the basics during training, maybe ten minutes, she could put together a simple dashboard herself. If she wanted something more complex, she'd ask us, but for the standard stuff, it's self-service.
- Shaun GodleyWhat about security? Do you need access to our Salesforce credentials or anything?
- Hannah LoweNo. We use OAuth, so you grant BG-Demo permission to read from Salesforce, but you control that. You can revoke access anytime. For the helpdesk, it depends on the system, but we use standard API connections, very secure.
- Lewis KerrAnd if there's anything sensitive you don't want us to see, you can configure that too. So if there's a field in Salesforce you consider internal, we don't index it.
- Hannah LoweYes. The short answer is: you stay in control of what gets indexed.
- Shaun GodleyThat's reassuring. So what's next from here?
- Lewis KerrWe'll send you a proposal with the pricing and implementation timeline. You have a look, run it past Diane, and we'll schedule a proposal call to walk through any questions. Then if you're happy, we move to the order form and kick off implementation.
- Shaun GodleyHow long will that take from order to live?
- Lewis KerrFour weeks for Starter. So if you sign in mid-June, you'd be live by mid-July.
- Shaun GodleyGood. I'll get back to Diane and we'll chat.
- Lewis KerrPerfect. I'll get the proposal out today.
- Hannah LoweThanks Shaun.