What was said
What this says
Current to 13 Oct 26Lewis Kerr followed up the demo on Harcastle's own data, with a Growth deal value of £52k and nothing committed. Imran Hussain replied wanting connector headroom answered and a customer id mismatch checked before anything goes live.
Ask: Nicola Brearley wanted missed-collection tickets beside customer invoices by depot and round. Imran Hussain asked what the brain needs from the routing system, the helpdesk and the accounting system.
Customer view: Imran says the demo gave them what they wanted to see. He wants to start with three connectors, add the call recorder later, and know how many connectors remain on Growth.
Next: Imran will check customer ids across the three systems and send findings to Anya Petrova this week. Nicola does not reply in the thread.
The thread
Updated 9 Oct 26Messages
- Lewis Kerr 28 Jan 2025 13:16Hello Nicola, hello Imran, Thank you both for your time this morning. It was useful to see the demo running on a sample of your own collections, complaints and invoice data rather than slides, and I think the account manager view landed well. To put a number on it, the deal value for Growth that we discussed is £51,600, excluding VAT. Nothing is committed on either side yet. The expected close we have pencilled in is 28 Mar 2025, so there is time to do this properly. Three things from the call that I want to make sure we do not lose: - Nicola asked to see missed-collection tickets alongside the customer's invoices on one page, by depot and round. - Imran asked what the brain needs from the routing system, the helpdesk and the accounting system, and who on your side would need to grant access. - You both wanted to know how the connectors are tested before anything is switched on. Anya, who ran the demo, is copied in. She can answer the technical questions directly, so Imran, please send her whatever you need and she will come back to you. I'll send a written proposal over once I have your answers on the connectors, so that it reflects what you actually run rather than my assumptions. Kind regards, Lewis Lewis Kerr Account Executive, BB-Demo
- Imran Hussain 28 Jan 2025 15:15Lewis, Thanks for the summary. Nicola and I have talked it through briefly and the demo gave us what we wanted to see. On the connectors, our list is the routing system, the helpdesk and the accounting system, plus the call recorder later if the first stage goes well. I would like to start with the first three and add the call recorder once we know the first ones load cleanly. How many connectors have we got left on Growth once those are in? I'd rather know that now than find out when we want to add something. I also need to check which customer id is used in each of the three systems. At the moment I think the routing system and the accounting system disagree for some of the older sites, so I'd want to look at that before anything is switched on. I'll test it before we switch it on, whatever the timetable says. I'll write up what I find and send it to Anya this week. Imran > On 28 Jan 2025, at 13:16, Lewis Kerr wrote: > Anya, who ran the demo, is copied in. She can answer the technical questions directly.