Demo: finding a time
Email thread Saltdean Hart Insurance Brokers · sales
Prospect thread: Zoe Kendrick replied to Priya Raman's demo request, asked to bring the claims team and IT, and preferred Thursday or Friday afternoon. Logistical, with positive intent.
What was said
What this says
Current to 14 Oct 26Prospect thread: Zoe Kendrick replied to Priya Raman's demo request, asked to bring the claims team and IT, and preferred Thursday or Friday afternoon. Logistical, with positive intent.
Ask: Priya wanted a demo on Saltdean Hart's own data, run by Hannah Lowe, about an hour long.
Customer view: Zoe apologised for the slow reply, said they are stretched, and asked to include Sinead and Abi from IT. Mornings are ruled out.
Next: Priya needs to confirm a Thursday or Friday afternoon slot and invite the wider group.
The thread
Updated 9 Oct 26Typesales
Messages2
First message2024-09-20
Last message2024-09-23
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Messages
Priya Raman 20 Sep 2024 14:41Hi Zoe, Thanks for the call earlier. To keep momentum, I'd like to get a demo in the diary on your own data, so your account executives and the claims team can see what it looks like for Saltdean Hart. Hannah Lowe, our solutions engineer, will run it. It takes about an hour, and it would be best if someone from claims could join you. Does early next week work? Happy to make this easy: tell me two or three slots that suit and I'll fit around you. Best, Priya
Zoe Kendrick 23 Sep 2024 14:24Hi Priya, Sorry for the slow reply, we're stretched this month. Quick question: can the claims team see it too? Sinead would want to be there, and Abi from IT, if that's ok. Later in the week is better for us than early. Thursday or Friday afternoon would work, and mornings are hopeless. Thanks, Zoe
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