Marsden Vale Recruitment / BB-Demo – Discovery
Callcompleted
Marsden Vale Recruitment · 2024-07-04 15:45
Discovery call on 4 Jul 2024. Jonathan Marsden and Charlotte Haigh described scattered client data. Tom Ashdown quoted Starter at £20k plus £6,000 implementation and agreed a demo on their own data.
What was said
What this says
Current to 13 Oct 26Discovery call on 4 Jul 2024. Jonathan Marsden and Charlotte Haigh described scattered client data. Tom Ashdown quoted Starter at £20k plus £6,000 implementation and agreed a demo on their own data.
What happened: Tom explained the brain and asked how client data is managed. Charlotte and Jonathan described a CRM, spreadsheets, emails and call notes, with Charlotte pulling it together by hand.
Customer view: Jonathan called it a pain point. Charlotte asked how up to date it is and whether they could try it before committing.
Commercial: Tom proposed Starter at £20k a year plus a one-off £6,000 implementation, £26k in all, about four weeks to go live. Jonathan asked what the price includes.
Watch: The call is a prospect conversation, not a contract. The demo with Hannah was only proposed for the following week, and the evidence does not show it was held or what followed.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to confirm the demo with Hannah, the Solutions Engineer, and send Charlotte and Jonathan a link.
- Run the demo on Marsden Vale's own data, proposed for midday the following week.
Risks
Current to 9 Oct 26- Charlotte asked to try the product before committing, so the buying decision is not yet made.
- Jonathan asked whether the price covers setup, training and support, which suggests price sensitivity.
Opportunities
Current to 9 Oct 26- Starter tier fits a single team with Salesforce, Outlook and the cloud call recorder, all of which Tom said can be connected.
Transcript
Tom Ashdown NoneMorning Charlotte, Jonathan. Thanks for taking the time. How's the week going?
Charlotte Haigh NoneMorning Tom. Yeah, good, busy, you know. We're keen to hear what you've got for us.- Tom Ashdown NoneGreat. So I've done a bit of research into Marsden Vale and I know you're placing engineering and manufacturing roles across the Midlands. What I'd like to understand today is: how are you managing all the data about your clients, your open roles, invoices, communication, across different systems?
Jonathan Marsden NoneIt's a pain point, to be honest. We've got the CRM, spreadsheets, emails, call notes. Charlotte spends a lot of time pulling information together when a client calls with a question.- Charlotte Haigh NoneYeah. Often we don't know the full picture without digging. And if someone's away, nobody else knows what's been discussed.
- Tom Ashdown NoneThat's exactly the problem we solve. So imagine Charlotte gets a call from a client and she can search their name and see every call you've had with them, every contract, every invoice, all in one place. No more piecing it together.
- Jonathan Marsden NoneAnd that's all in one system?
- Tom Ashdown NoneExactly. The brain, we call it. It sits inside your Snowflake account and pulls from your CRM, your email, your call recorder, your accounting system, whatever you use. You search for a client, you get everything.
- Charlotte Haigh NoneAnd how up to date is it?
- Tom Ashdown NoneWe refresh every night. So tomorrow morning you've got all of today's data: calls, invoices, whatever. Ready to go.
- Jonathan Marsden NoneWhat's the cost?
- Tom Ashdown NoneFor a team your size, I'd look at our Starter tier. That's £19,500 a year subscription, plus a one-off implementation of £6,000. So £25,500 all-in to get you running. Takes about four weeks to go live.
- Jonathan Marsden NoneAnd that includes everything? Setup, training, the ongoing support?
- Tom Ashdown NoneThe implementation is the setup and initial training, that's included. Then you've got the subscription, which includes support. If you hit any snags, you've got a team on the other end.
- Charlotte Haigh NoneCan we try it first? See if it works for us before we commit?
- Tom Ashdown NoneWe do a demo on your actual data. So I'd bring in Hannah, she's our Solutions Engineer, and we'd walk through how the brain would work with your systems. That's no commitment, just a look under the hood.
- Jonathan Marsden NoneThat sounds reasonable. When could you do that?
- Tom Ashdown NoneNext week? I'll check with Hannah and get something in the diary. Would midday suit you both?
- Charlotte Haigh NoneThat's fine with me.
- Jonathan Marsden NoneYeah, midday works.
- Tom Ashdown NonePerfect. I'll send you a link once I've confirmed with Hannah. And between now and then, is there anything else you want to know?
- Charlotte Haigh NoneCan you connect to our specific systems? We use Salesforce, Outlook, and the cloud call recorder.
- Tom Ashdown NoneAll of those, yeah. Salesforce, definitely. Email, yep. Call recorder, what system?
- Charlotte Haigh NoneIt's the cloud version.
- Tom Ashdown NonePerfect. Hannah'll have everything hooked up by the demo. Anything else?
- Jonathan Marsden NoneI think that's it. Looking forward to seeing it.
- Tom Ashdown NoneGreat. I'll get that demo sorted and speak soon. Cheers, both.