Haverlanden Assurantiën / BB-Demo – Demo
Callcompleted
Haverlanden Assurantiën · 2025-02-21 11:45
Demo on Haverlanden's own HubSpot and Xero records. Jolien van Dijk, Head of Operations, said it looked really good, wants Willem involved, and chose to move to proposal. The order form is still to be sent.
What was said
What this says
Current to 13 Oct 26Demo on Haverlanden's own HubSpot and Xero records. Jolien van Dijk, Head of Operations, said it looked really good, wants Willem involved, and chose to move to proposal. The order form is still to be sent.
What happened: On 21 Feb 2025 Lewis Kerr and Anya Petrova demonstrated the brain on Haverlanden's HubSpot and Xero records. A joined search returned thirty-four clients renewing before end of June with outstanding payments.
Customer view: Jolien asked how long the search took and whether her team could self-serve. She then said she wants Willem in on one and chose to move to proposal rather than book another demo.
Commercial: Anya described Growth limits of forty users and eight connectors, with three in use and five more available. Lewis confirmed the data can sit in an EU Snowflake account that the customer's IT owns.
Watch: No price was discussed. The evidence does not show Willem's role, or that the order form was sent or signed.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr to send the order form and walk it through with Jolien and Willem on a separate call.
- Lewis Kerr to confirm Willem's role and bring him into the proposal discussion.
Risks
Current to 9 Oct 26- Willem has not yet seen the product and his part in the decision is not shown.
- No price was discussed, so the customer's reaction to commercial terms is still to come.
- The evidence does not show the order form sent or executed.
Opportunities
Current to 9 Oct 26- Growth tier with up to forty users and room for five more connectors beyond the three named.
- Her EU Snowflake question touches data residency, which BB-Demo sells as an add-on.
Transcript
Lewis Kerr NoneJolien, good to see you again. This is Anya, our Solutions Engineer. She's built this out on your HubSpot and Xero records, so you can see how it works with your data.
Anya Petrova NoneHi Jolien. Thanks for the field list, really helped. So I've loaded in your HubSpot clients and the Xero invoice records. Watch what I can do with this.- Anya Petrova NoneI'm going to search for all active clients renewing before end of June with outstanding payments. Let me type that, and here are the results. Thirty-four clients. I can see the policy date, the invoice status, contact details.
Jolien van Dijk NoneThat's from HubSpot and Xero at the same time?- Anya Petrova NoneExactly. No manual joining. I can export this, drill into any client, whatever you need.
- Jolien van Dijk NoneHow long does that take to run?
- Anya Petrova NoneSeconds. Compared to manually checking each system and reconciling?
- Lewis Kerr NoneThat's the hours-per-week piece we talked about.
- Anya Petrova NoneNow watch the chat interface. I can ask follow-up questions in natural language. Of those thirty-four, which are our biggest by policy value? It's sorting by invoice total and pulling that from Xero.
- Jolien van Dijk NoneThis is really nice. And my team could do this themselves?
- Anya Petrova NoneYes. You give them access, set permissions by team if you want. Up to forty users in Growth.
- Lewis Kerr NoneSo Jolien and maybe Willem could set some standards for what people search for, but people can self-serve.
- Anya Petrova NoneRight. And then dashboards. Say you want to track renewals by month, payment performance by client segment. I can build that, point and click.
- Anya Petrova NoneSo here I'm selecting my renewal date from HubSpot, invoice status from Xero, and it's building a chart. No SQL, no code.
- Jolien van Dijk NoneAnd those refresh?
- Anya Petrova NoneNightly. Complete by seven in the morning. You wake up, the data is fresh.
- Lewis Kerr NoneSo for board reporting, you've got clean data every morning.
- Jolien van Dijk NoneWhat about adding more connectors down the line? You said eight total?
- Anya Petrova NoneYou've got HubSpot, Xero, your client database, that's three. You can add five more whenever you need them.
- Jolien van Dijk NoneOK. And the data is definitely in our EU Snowflake account?
- Lewis Kerr NoneAbsolutely. We can host it in the EU, your IT owns the account. That's one of the reasons we chose Snowflake, you stay in control.
- Jolien van Dijk NoneThis looks really good. I want to get Willem in on one of these.
- Lewis Kerr NoneI can set up another demo with him if you want, or we could just move to the proposal and I can walk it with you both.
- Jolien van Dijk NoneLet's move to proposal.
- Lewis Kerr NonePerfect. I'll send you the order form and we can walk through it at a separate call. Thanks, Jolien.