Discovery call, Orme Vallance
Email thread Orme Vallance · sales
Priya Raman proposed Enterprise at £140k, annual, with about twelve weeks including security review. COO Alexander Vallance wants the commercial framework first and agreed to a security review in the first week of November.
What was said
What this says
As at Fri 9 Oct 2026Priya Raman proposed Enterprise at £140k, annual, with about twelve weeks including security review. COO Alexander Vallance wants the commercial framework first and agreed to a security review in the first week of November.
Ask: Alexander needs to understand pricing and support model before committing, and Henrietta Coombe will coordinate next steps.
Customer view: Interested but cautious. He did not comment on the £140k figure and accepted the security session.
Next: Priya is to send the security documents ahead of the first week in November.
The thread
Updated 9 Oct 26Messages
Priya Raman 22 Oct 2024 08:47Henrietta and Alexander, Thank you for yesterday's call. Really impressed by the depth of data you're working with on the fund side, and it's clear a single layer over Salesforce and your portfolio systems could save your reporting team days every month. Enterprise is the right shape for you. We'd need about twelve weeks, including security review. Let me send over an outline of the approach, and we can lock in a next step. Best, Priya
Alexander Vallance 22 Oct 2024 10:30Priya, Henrietta will coordinate next steps. We're interested, but I'll need to understand the commercial framework first: pricing, support model, the works. Alexander- Priya Raman 24 Oct 2024 16:41Alexander, Will send full pricing and terms. On that, we're £140,000 for Enterprise, annual, and our team will be your point of contact for the full implementation. When's good for a deep dive on the security side? That's usually the next gate for funds. Best, Priya
- Alexander Vallance 28 Oct 2024 17:25Priya, First week in November works for security. Send the docs and we'll review before then. Alexander