Lindesvik Logistik / BG-Demo – Discovery
Callcompleted
Lindesvik Logistik · 7 Aug 2026 15:45
Emma Sandberg and CFO Magnus Bergström described manual stitching of Salesforce, finance and call data. Matteo Ricci quoted £62k for Growth, with a demo to follow. The proposal timing sits awkwardly with the price holding to year end.
What was said
What this says
As at Fri 9 Oct 2026Emma Sandberg and CFO Magnus Bergström described manual stitching of Salesforce, finance and call data. Matteo Ricci quoted £62k for Growth, with a demo to follow. The proposal timing sits awkwardly with the price holding to year end.
What happened: In a discovery call Emma Sandberg and Magnus Bergström described pulling customer history by hand from three or four places, at least weekly. Matteo Ricci positioned Growth: forty users, eight connectors, eight-week implementation.
Customer view: Magnus said the business reacts instead of anticipating and cannot see trends. Emma put likely users at forty to forty-five across operations, customer service, sales and the office manager.
Commercial: Matteo quoted £62k for implementation and the first year, holding until end of year. He also said a proposal would come by early January, which is after that price expires.
Watch: A demo with Theo, the Solutions Engineer, was planned for the following month. The evidence does not show whether it took place.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Matteo Ricci to send a written recap, a Growth one-pager and an IT questionnaire.
- Theo to run a demo on Lindesvik Logistik's own Salesforce and call data.
- Matteo Ricci to align proposal timing with the year-end price validity.
Risks
As at Fri 9 Oct 2026- The quoted price holds until end of year but the proposal was promised for early January, so the quote may lapse first.
- Emma expects forty to forty-five users against a Growth tier of forty, so the user count may need an add-on.
- The evidence does not show whether the planned demo happened or who from IT is involved.
Opportunities
As at Fri 9 Oct 2026- Growth tier with eight connectors covering Salesforce, the accounting system and call recordings.
- Additional ten users add-on if the working teams exceed forty seats.
Transcript
Matteo RicciHi Emma, hi Magnus, good afternoon. Can you hear me OK?
Emma SandbergYes, sounds good.
Magnus BergströmFine here as well.- Matteo RicciBrilliant. Thanks for making the time. I wanted to understand what you're dealing with operationally right now, where the real friction points are. If there's a fit, I want to move quickly. I'd have a proposal to you by early January, so we've got runway but we should make the most of it.
- Emma SandbergThat works. Honestly, we're struggling with fragmentation. We've got Salesforce with customer orders, our accounting system with payment data, call recordings from our service team, emails everywhere. If I need the full story on one customer, I'm pulling reports from three or four places and stitching it together manually.
- Matteo RicciHow often does that happen?
- Emma SandbergWeekly at least. Magnus needs it for business reviews, I need it for escalations. Half the time we miss something because it's not connected. We find out about problems days late.
- Magnus BergströmExactly. We react instead of anticipate. I can't see trends across the business because the data's locked away.
- Matteo RicciThe brain is exactly that, one queryable layer sitting on all those systems. Salesforce, your finance system, calls, everything connected. You ask it a question in plain language and it answers. No manual pulling. Let me ask: if this existed, how many people would actually use it?
- Emma SandbergForty, maybe forty-five. Operations, customer service, sales, our office manager. Not everyone but the working teams.
- Matteo RicciThat's our Growth tier. You'd have up to forty users, eight connectors, so Salesforce, your accounting system, whatever you need. You get quarterly reviews with our team, dashboards, the full platform. Implementation is fixed price, eight weeks, then an annual subscription.
- Magnus BergströmWhat's the investment?
- Matteo Ricci£62,000 all in. Implementation and your first year on Growth. I would rather you heard the numbers clearly from me. That price holds until end of year.
- Emma SandbergAnd eight weeks from signature?
- Matteo RicciEight weeks from signature. You give us read-only access to your systems and a couple of named owners, sounds like you and IT, and we do the heavy lifting.
- Magnus BergströmWhat happens after that first year?
- Matteo RicciIt renews annually. First-year pricing is the £62,000 figure. At renewal we discuss your usage, any add-ons you want, and refresh the terms.
- Emma SandbergOK. So what's next?
- Matteo RicciNext is a demo. Theo, our Solutions Engineer, will pull some of your actual data and walk you through the brain working on your Salesforce and recordings. Much clearer than me talking. Are you free mid-September?
- Emma SandbergYeah, that works.
- Matteo RicciGreat. Let me confirm that in writing, straight after. I'll send a one-pager on Growth and a questionnaire for your IT team, with a recap of what we discussed.
- Magnus BergströmSounds good.
- Matteo RicciCheers. Looking forward to the demo. Speak soon.