Pawtuxet Foodservice / BG-Demo – Demo
Callcompleted
Pawtuxet Foodservice · 11 Feb 2026 17:45
Demo of the brain to Gina Ferraro, VP Customer Service, on test data. She was keen, called profitability by customer transformational for sales, and heard Enterprise at £155k for year one, with an order form targeted for mid-April.
What was said
What this says
As at Fri 9 Oct 2026Demo of the brain to Gina Ferraro, VP Customer Service, on test data. She was keen, called profitability by customer transformational for sales, and heard Enterprise at £155k for year one, with an order form targeted for mid-April.
What happened: Jordan Pike and Hannah Lowe demoed the brain to Gina Ferraro, VP Customer Service, on test data from her Salesforce, accounting and order data. Gina asked about data currency, users, integration risk, price, security and start date.
Customer view: Gina called profitability by customer transformational for sales and said the timeline works for her team. The evidence does not show that she holds the budget.
Commercial: Jordan quoted Enterprise at £155k for the first year, made up of £30k implementation and £125k subscription, then £125k a year at renewal. He targeted an order form by mid-April and a May kick-off.
Watch: Her one worry was the custom order system proving harder to integrate than expected. Jordan also described himself as her customer success manager, which sits oddly with his account executive role.
Themes
As at Fri 9 Oct 2026Theme
Enterprise demo, profitability value
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- Hannah Lowe to send the technical questionnaire the same day and Gina Ferraro to return it quickly.
- Jordan Pike to send the formal proposal by the end of the following week.
- Jordan Pike and Gina Ferraro to hold a follow-up call the week after the proposal.
Risks
As at Fri 9 Oct 2026- The custom order system may be harder to integrate than expected, which could slip the twelve-week build.
- The evidence does not show that Gina Ferraro controls the budget or that finance or security have yet been engaged.
- Jordan Pike told the customer he would act as customer success manager, which may confuse ownership after signing.
Opportunities
As at Fri 9 Oct 2026- Profitability by customer needs margin data mapped during implementation, which ties value to the Enterprise build.
- Enterprise includes 150 users and 20 connectors, leaving headroom across customer service, finance and sales.
Transcript
Jordan PikeHi Gina. Jordan here from BG-Demo with Hannah Lowe, our solutions engineer. Thanks for making the time this evening.
Gina FerraroHi Jordan, Hannah. Great to see you. I've got about an hour, let's dig in.
Hannah LowePerfect. I've built a demo environment using test data from your Salesforce, your accounting system, and some sample order data. I'll walk you through how your teams would actually use the brain day to day.- Hannah LoweI'm sharing my screen. This is the homepage. You've got search at the top, chat, pages, dashboards. Let me start with a real scenario, customer calls in about an order. I search the customer name.
- Hannah LoweUp comes everything: their account in Salesforce, their order history, their payment status in accounting, any support tickets we've logged. All in one place. No jumping between three different systems.
- Gina FerraroThat's exactly what we need. How current is this data?
- Hannah LoweNightly sync to your Snowflake account, so you're seeing data from yesterday or today. Each record is timestamped so you know exactly when it was refreshed. And for Enterprise, if a data refresh misses the SLA, you get a service credit.
- Jordan PikeThat's the Enterprise data freshness SLA, nightly complete by 07:00 your local time on business days.
- Hannah LoweNow chat. This is the power play. I ask a question, what's the average order value by region over the last quarter? The brain answers.
- Hannah LoweYou can follow up, drill down, ask for exports. To be precise, we're converting your question to SQL against your Snowflake, but you don't see the SQL. You just get answers.
- Gina FerraroCan I ask about profitability by customer?
- Hannah LoweIf you've got margin data in your accounting system, yes. We'd map it during implementation. Then you could ask: which customers are most profitable, which regions have the best margins, what's our year-to-date margin trend. All from chat.
- Gina FerraroThat would be transformational for sales. They could see profitability before they commit to a customer.
- Jordan PikeThat's the value story right there.
- Hannah LoweNow dashboards. Your operations team can build dashboards: order volume by day, delivery performance, customer health metrics. They refresh nightly. No SQL, no technical skills.
- Hannah LoweI've built a sample dashboard here for your sales team: pipeline value, win rate by rep, average sales cycle. They can see this daily and always know where they stand.
- Gina FerraroHow many users can access these?
- Hannah LoweEnterprise gets you one hundred fifty users. Access is based on roles and data permissions: customer service sees customer and order data, finance sees accounting and customer data, sales sees pipeline and customer data. You control it.
- Jordan PikeAnd with Enterprise, you get a dedicated customer success manager who helps you think through adoption, dashboards, value realization. That's me.
- Hannah LoweNow let me walk through the implementation. You've got your Salesforce, your custom order system, accounting, calls. We'd build connectors for all of those.
- Hannah LoweWeek one, we scope in detail with your tech team. How is the order system configured, what APIs do we have access to, what's the data refresh frequency. Weeks two through ten, I build and test in a dev environment. Weeks eleven and twelve, we do training and go live.
- Gina FerraroWhat happens if the order system is harder to integrate than expected?
- Hannah LoweThat's what week one is for. We scope everything carefully. If there's a technical blocker, we'd identify it early and work around it: bulk data loads, database access, whatever works. By week two, the path is clear.
- Gina FerraroAnd you said twelve weeks to live?
- Hannah LoweYes. Week twelve you're using it in production. Your team is trained, they're building dashboards, asking questions.
- Jordan PikeAfter go-live, I run a ninety-day check-in to see what's working, what questions you have. Then quarterly business reviews. We're tracking adoption, usage, value realized.
- Gina FerraroWhat does Enterprise cost?
- Jordan PikeEnterprise is 155,000 for the first year: that's 30,000 for implementation and 125,000 annual subscription. At renewal, it's 125,000 a year.
- Gina FerraroAnd we're getting one hundred fifty users, twenty connectors?
- Jordan PikeYes. You've got headroom to grow into it. You also get Premium support, a named engineer, seven to eight PM UK time. Advanced features like the Sandbox for testing changes safely.
- Gina FerraroWhat about security? We've got restaurant and school customer data.
- Hannah LoweFor Enterprise, we do a full security review. We walk through your data governance, access controls, encryption, audit logging. All happens before go-live. Your data lives in your Snowflake account, you own it.
- Jordan PikeAnd for Enterprise, you also get an executive sponsor, someone senior at BG-Demo who's accountable to your leadership. That's important when you're this invested.
- Gina FerraroWhen would we start if we moved forward?
- Jordan PikeIf we can get an order form signed by mid-April, we'd kick off in May. You'd be live by end of summer.
- Gina FerraroThat's a good timeline for us. What's next?
- Hannah LoweI'll send you a detailed technical questionnaire. You and your team fill that out, it helps me build the implementation plan. Then we can have a follow-up call to discuss it.
- Jordan PikeAnd I'll put together a formal proposal with all the details we've discussed: pricing, timeline, connectors, support. You review that, and we can go to contract whenever you're ready.
- Gina FerraroGreat. I'll get the questionnaire filled out quickly and we'll move this forward.
- Jordan PikePerfect. I'll have the proposal over by end of next week, and we can sync up the week after. Sound good?
- Gina FerraroPerfect. Thanks for your time, both of you. I'm really excited about this.
- Hannah LoweThanks, Gina. I'll send that questionnaire over today.
- Jordan PikeCheers, Gina. Speak soon.
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