B-Glass
Lewis Kerr

Saltia Hardware Distributors / BG-Demo – Discovery

Callcompleted

Saltia Hardware Distributors logo Saltia Hardware Distributors · 19 Nov 2025 08:30

Discovery call on 19 Nov 2025. Saltia jumps between three or four systems to answer store queries. Lewis Kerr proposed Starter at £28k for year one including implementation; Jacinta Hoad asked to see a demo first.

What was said

What this says

As at Fri 9 Oct 2026

Discovery call on 19 Nov 2025. Saltia jumps between three or four systems to answer store queries. Lewis Kerr proposed Starter at £28k for year one including implementation; Jacinta Hoad asked to see a demo first.

What happened: Lewis Kerr ran a discovery call with Jacinta Hoad and Grant Mattner on 19 Nov 2025. They described a distributor selling to independent stores across South Australia.

Customer view: Staff jump between three or four systems for each store query, and Grant said a lookup could take twenty minutes. They also want metrics on query patterns, which they do not track today.

Commercial: Lewis proposed Starter at £28k for the first year including implementation, then £22k a year. Jacinta asked to see it first, so a demo on Saltia's own data was pencilled in for early December, subject to Grant checking with the team.

Watch: The custom shipping system needs an API review before a connector can be designed. The call shows no objection to price, but no commitment either.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Joined-up store account view
Importance
neutral
Sentiment
positive
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Lewis Kerr to send a calendar invite and implementation information the same day.
  • Lewis Kerr to get system and sample data detail from Riley Tran ahead of an early December demo.

Risks

As at Fri 9 Oct 2026
  • The custom-built shipping system needs an API review before a connector can be promised.
  • Grant questioned the £28,000 upfront figure and neither attendee committed to a price.

Opportunities

As at Fri 9 Oct 2026
  • Starter fits a customer service team of about six or seven people, with room to grow if it works well.
  • Query-pattern metrics Saltia does not track today could justify dashboards later.

Transcript

  1. Lewis Kerr
    Lewis Kerr
    Right, audio check, can you hear me?
  2. Jacinta Hoad
    Jacinta Hoad
    Yes, loud and clear.
  3. Grant Mattner
    Grant Mattner
    Good morning, Lewis.
  4. Lewis Kerr
    Lewis Kerr
    Morning. So we've got Jacinta and Grant from Saltia, is that everyone?
  5. Grant Mattner
    Grant Mattner
    Yes, that's us.
  6. Lewis Kerr
    Lewis Kerr
    Great. So I'm Lewis, I work with BG-Demo. We build a data brain, essentially a queryable layer over all your systems. What I'd like to do today is just understand what's going on in your business and see if that's something that could help you.
  7. Jacinta Hoad
    Jacinta Hoad
    Right, so what exactly is the brain?
  8. Lewis Kerr
    Lewis Kerr
    Good question. It connects to all your systems, CRM, accounting, shipping, whatever else you use: pulls the data into a central place, and you can ask it questions. Search, chat, dashboards. Rather than logging into five different systems, you ask once and get an answer.
  9. Grant Mattner
    Grant Mattner
    OK. So tell me about your business model first, what are we working with?
  10. Lewis Kerr
    Lewis Kerr
    Good idea. Why don't you walk me through it?
  11. Grant Mattner
    Grant Mattner
    We're a hardware and garden products distributor in South Australia. We sell to independent stores, hundreds of them across the state. It's quite a complex business because we're managing accounts, credit, delivery, disputes.
  12. Lewis Kerr
    Lewis Kerr
    Right. So what's the biggest pain point you face today?
  13. Jacinta Hoad
    Jacinta Hoad
    That's easy. Visibility. When a store calls with a query, we're jumping between three or four systems to get a complete picture. CRM for account info, shipping for delivery status, accounting for payments and credit, tickets for disputes.
  14. Lewis Kerr
    Lewis Kerr
    So you're not getting a joined-up view of a single store?
  15. Grant Mattner
    Grant Mattner
    Exactly. Takes forever. And usually the stores are on the phone waiting, so it looks slow to them.
  16. Lewis Kerr
    Lewis Kerr
    How often does that happen?
  17. Jacinta Hoad
    Jacinta Hoad
    Several times a day. Delivery issues, payment questions, credit reviews. Every store has something going on.
  18. Lewis Kerr
    Lewis Kerr
    And how long does a typical lookup take?
  19. Grant Mattner
    Grant Mattner
    Could be twenty minutes, could be longer. Depends how tangled the situation is.
  20. Lewis Kerr
    Lewis Kerr
    Right. So there's real time cost there, plus the customer experience suffers. What systems would we need to connect to?
  21. Jacinta Hoad
    Jacinta Hoad
    Salesforce for accounts, our own custom shipping system, and Xero for accounting.
  22. Lewis Kerr
    Lewis Kerr
    Salesforce and Xero we've got connectors for. The shipping system, is that cloud or on-premise?
  23. Grant Mattner
    Grant Mattner
    Cloud. Custom-built by an agency, we maintain it now.
  24. Lewis Kerr
    Lewis Kerr
    OK. That matters, we'd need to see the API eventually. But what I'm hearing is a real visibility problem across customer accounts.
  25. Jacinta Hoad
    Jacinta Hoad
    That's the core of it, yeah.
  26. Lewis Kerr
    Lewis Kerr
    So if you could solve this, what would that actually enable you to do?
  27. Jacinta Hoad
    Jacinta Hoad
    Response time. We could answer questions faster without hopping between systems.
  28. Grant Mattner
    Grant Mattner
    And metrics. How many queries are we getting, what's the pattern, which stores are friction points. We don't track that today.
  29. Lewis Kerr
    Lewis Kerr
    Both the day-to-day pain and the lack of visibility into the bigger picture?
  30. Jacinta Hoad
    Jacinta Hoad
    Exactly.
  31. Lewis Kerr
    Lewis Kerr
    OK. So how many people would need to use this? Like, is it just you two or broader?
  32. Jacinta Hoad
    Jacinta Hoad
    It'd be the customer service team, that's about six or seven people. Maybe more eventually if it works well.
  33. Lewis Kerr
    Lewis Kerr
    And who's your admin? Who would manage the system on your side?
  34. Grant Mattner
    Grant Mattner
    Riley Tran. Manages our systems and the shipping platform.
  35. Lewis Kerr
    Lewis Kerr
    Good. I'll want to speak with Riley about the shipping system setup so we can design the connector properly. So here's what we'd do: we'd build this data brain for you, it sits in Snowflake, which is your data warehouse. Nightly refresh of your data, you query it through chat or search, and if you want to go further, you can build dashboards. All in your own Snowflake account, so your data doesn't leave your environment.
  36. Grant Mattner
    Grant Mattner
    And you manage the infrastructure?
  37. Lewis Kerr
    Lewis Kerr
    We manage the brain and the connectors. You manage the data and the questions. We do check-ins every six months to make sure it's delivering value.
  38. Jacinta Hoad
    Jacinta Hoad
    What would that cost?
  39. Lewis Kerr
    Lewis Kerr
    Good question. For you I think Starter tier is the right fit to begin. That's 28,000 all-in for the first year, that includes the implementation fee. Then annually after that, it's 22,000 a year.
  40. Grant Mattner
    Grant Mattner
    28,000 upfront?
  41. Lewis Kerr
    Lewis Kerr
    That's the package. You get 15 users, four connectors, plus implementation to get you live and trained. Does that feel like the right ballpark for you?
  42. Jacinta Hoad
    Jacinta Hoad
    I'd like to see it first, honestly. How would that work?
  43. Lewis Kerr
    Lewis Kerr
    Perfect. So what I'd like to do is run a demo in early December, I'll use your data, so you see it on something real. I'd need a bit of detail from Riley about your systems, and some sample data. Would early December work?
  44. Grant Mattner
    Grant Mattner
    Should be fine. Let me check with the team.
  45. Lewis Kerr
    Lewis Kerr
    Great. I'll send over a calendar invite with a few times and also some info about how we work, what to expect from implementation, so you're not going in blind.
  46. Jacinta Hoad
    Jacinta Hoad
    Good. That all makes sense.
  47. Lewis Kerr
    Lewis Kerr
    Anything else you'd like to ask now?
  48. Grant Mattner
    Grant Mattner
    Not really. Keen to see the demo.
  49. Lewis Kerr
    Lewis Kerr
    Perfect. I'll get that over to you today and we'll sort a time. Speak soon.
  50. Jacinta Hoad
    Jacinta Hoad
    Cheers, Lewis.

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