Copperlane Payroll / BG-Demo – Discovery
Callcompleted
Copperlane Payroll · 20 Mar 2025 11:45
Rebecca Nuttall described data split across three systems and a clunky manual process. She is interested but unsure it is worth paying for, and wants a demo on her own data. Snowflake is not confirmed.
What was said
What this says
As at Fri 9 Oct 2026Rebecca Nuttall described data split across three systems and a clunky manual process. She is interested but unsure it is worth paying for, and wants a demo on her own data. Snowflake is not confirmed.
What happened: Priya Raman ran a discovery call with Rebecca, head of operations at a payroll bureau. Data sits in an accounting system, a helpdesk and spreadsheets, with no single client view.
Customer view: Rebecca said it would save time but that whether it is worth paying for is not clear yet. She wants to see it work first.
Commercial: Priya suggested Starter, with 15 users and four connectors. Rebecca expects six or seven regular users and agreed it was probably right.
Watch: Rebecca does not think they have Snowflake and needs to check with their IT person. Value is not yet established, and the demo is the next gate.
Themes
As at Fri 9 Oct 2026Theme
Discovery, single client view
Importance
upsell
Sentiment
mixed
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Priya to arrange a demo on Copperlane's own data within a couple of weeks and involve Hannah.
- Rebecca to check with her IT person whether Copperlane has Snowflake.
- Priya to discuss cost after the demo.
Risks
As at Fri 9 Oct 2026- Copperlane may not have a Snowflake account, which B-Viz needs.
- Rebecca is not yet sure the product is worth paying for.
Opportunities
As at Fri 9 Oct 2026- A Starter subscription with implementation fits six or seven regular users and three known systems.
Transcript
Priya RamanHi Rebecca. Great to see you. How's your week been?
Rebecca NuttallHi Priya. Good, thanks. Busy as always.- Priya RamanI can imagine. So, I wanted to learn a bit more about Copperlane and how you're working right now: what you use for data, what's working, what's not. And whether the brain might help you. Does that sound like a good plan?
- Rebecca NuttallYeah, that sounds good. So, we're a payroll bureau, we work with Welsh SMEs and charities. We handle payroll runs, billing, client queries, all of that. Right now, we've got the information spread across a few different systems: we've got the accounting system with the invoices and the numbers, we've got a helpdesk for client queries, and we've got spreadsheets with payroll data.
- Priya RamanOkay. So you're pulling information from different places. Do you have a single view of, say, a client and everything to do with them: their queries, their payroll, what they owe?
- Rebecca NuttallNot really. You'd have to go into each system separately. So if a client calls about a payroll query, you might need to look at the helpdesk to see what they've asked before, then check the accounting system to see if there's an invoice issue, then check the spreadsheets. It's a bit clunky.
- Priya RamanThat sounds like everyone's wasting time. Who typically does that piecing together? Is it a dedicated person?
- Rebecca NuttallIt's usually whoever answers the phone or the email. So our account managers, mainly. They're the ones in contact with the clients.
- Priya RamanAnd how big is that team?
- Rebecca NuttallWe've got four account managers, and then we've got a couple of people in ops and finance who handle the backend. So maybe six, seven people who need to see this data regularly.
- Priya RamanGot it. So let me ask you this: if they could ask a single question and get all of that back, payroll and invoices and queries and everything, what would that be worth to you? In terms of time, in terms of confidence they're giving the right answer to the client?
- Rebecca NuttallI mean, it would save time. No question. People are in and out of systems all day. If you could just ask something and get the answer, that's faster. Whether it's worth paying for, I'm not sure yet, but I'm interested.
- Priya RamanFair enough. So let me tell you what the brain is. It's basically a layer over your systems: your accounting software, your helpdesk, all of it, that understands all the data and lets people ask questions. So instead of logging into three systems, they ask once and get the answer.
- Rebecca NuttallHow does it know what to look for?
- Priya RamanGood question. We build connectors to each system. So you'd have connectors to your accounting system, your helpdesk, and any other systems you use. Those connectors pull the data, and the brain understands it all together. We handle the setup and we keep the data fresh every night.
- Rebecca NuttallOkay. And where does it sit? Is it something we install on our network?
- Priya RamanNo, it runs inside your own Snowflake account. So it's your data, your Snowflake, and we manage it from there. No new infrastructure on your side.
- Rebecca NuttallOkay, that's interesting. So we'd need to have Snowflake. Do we have that?
- Priya RamanDo you know?
- Rebecca NuttallI don't think we do, no. We'd have to check with our IT person.
- Priya RamanThat's fine. We'll need to have that conversation with them anyway. So the other thing to think about is, how many people would use this? The Starter plan, which I think would be right for you, includes 15 users and four connectors. Does that sound about right?
- Rebecca NuttallYeah, probably. We might not use all of them every day, but we need to have access.
- Priya RamanPerfect. So, how do you feel about it? Would it make sense to do a demo where you can see it in action on your own data?
- Rebecca NuttallYeah, I think so. I'd like to see how it actually works before we go any further.
- Priya RamanBrilliant. I'll sort that out. We'd run the demo in the next couple of weeks if we can, so we can keep momentum going. And then we can talk about what it costs and whether it makes sense for you. Sound good?
- Rebecca NuttallYeah, that sounds fine.
- Priya RamanBrilliant. I'll send you a calendar invite and I'll get Hannah from my team involved so she can show you how it works on your data. Cheers, Rebecca.
- Rebecca NuttallThanks, Priya.
Callsmade from