B-Viz
Matteo Ricci

Feldmoching Software / BG-Demo – Negotiation

Callcompleted

Feldmoching Software logo Feldmoching Software · 14 Jan 2026 14:30

Negotiation of a proposed Growth deal at £62k total, including implementation. Finance wants a written split and EU wording in the order form. First-term movement is open. Signature is targeted for 30 Jan 2026.

What was said

What this says

As at Fri 9 Oct 2026

Negotiation of a proposed Growth deal at £62k total, including implementation. Finance wants a written split and EU wording in the order form. First-term movement is open. Signature is targeted for 30 Jan 2026.

What happened: Matteo Ricci restated that £62k is the whole deal value with implementation included, not the yearly subscription. Florian Wimmer asked for it in writing, split into its parts.

Customer view: Katharina Huber made the business case: one view of tickets, usage and renewals for about three thousand installer businesses. She could not give a retention figure, and Florian accepted a hypothesis for now.

Commercial: Florian said £62k is above what he had pencilled. Owen Tallis offered only a first-term concession, tied to signing by the date given, with list price from the second term. Quarterly invoicing is undecided.

Watch: The EU data region must be in the order form itself. Florian signs, and does not accept changes by email. The outcome of the signing is not shown in this call.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Growth deal price negotiation
Importance
upsell
Sentiment
mixed
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Matteo Ricci sends a revised proposal splitting implementation and subscription, with EU wording and data terms attached.
  • Owen Tallis and Matteo confirm in writing whether any first-term movement is possible.
  • Katharina sends Florian an hours estimate with its source, and Matthias tells BG-Demo annual or quarterly invoicing.

Risks

As at Fri 9 Oct 2026
  • The CFO finds £62,000 above his expectation and wants every figure sourced in writing.
  • The EU data region must appear in the order form, or the CFO will not sign.
  • Katharina Huber has no retention figure to support the business case yet.

Opportunities

As at Fri 9 Oct 2026
  • Growth sale with the EU region written into the order form and 40 users to start.
  • Add-ons for more users or connectors could follow after the first quarter.

Transcript

  1. Matteo Ricci
    Matteo Ricci
    Hello, hello. Can everyone hear me all right? Good afternoon, Katharina, Matthias. Florian, I see you are just joining.
  2. Katharina Huber
    Katharina Huber
    Good afternoon, Matteo. Yes, clear on our side. Matthias is here with me, and Florian is coming in now.
  3. Florian Wimmer
    Florian Wimmer
    Afternoon. Apologies, the previous meeting overran. Can we start with the numbers?
  4. Owen Tallis
    Owen Tallis
    Hi everyone, Owen Tallis. Sorry, I was hunting for the link. Matteo, where does the deal stand against the date?
  5. Matteo Ricci
    Matteo Ricci
    Thank you, Owen. Let me restate the timeline so we are all on the same page. We are aiming to have the order form signed by Friday 30 January 2026. Today is about scope, price and the paper. After the call I send the order form and the data terms in writing, your side reviews them, and then we sign. Florian, you asked for the numbers first, so let me give them plainly.
  6. Matteo Ricci
    Matteo Ricci
    The deal as proposed is Growth, and the total is £62,000. That is the whole deal value, with the one-off implementation included. It is not the yearly subscription on its own, and I would rather say that clearly now than have it confuse Matthias later.
  7. Florian Wimmer
    Florian Wimmer
    Understood. Please send it in writing, split into its parts. I do not accept a figure without a source.
  8. Matteo Ricci
    Matteo Ricci
    Of course. Let me confirm that in writing: one line for the implementation, one line for the annual subscription, and the total underneath. You will have all three on one page.
  9. Matthias Gruber
    Matthias Gruber
    That would help. We have to book the implementation separately from the subscription. And what are the payment terms?
  10. Matteo Ricci
    Matteo Ricci
    The subscription is invoiced annually in advance, with thirty-day terms. If you would prefer quarterly, we can do that on request. The implementation is a fixed fee, so there are no surprises there.
  11. Matthias Gruber
    Matthias Gruber
    Quarterly might be easier for us this year. I will check with Florian and come back.
  12. Florian Wimmer
    Florian Wimmer
    Annual is fine if the price is right. What does that do to retention, though? Katharina, the business case was yours.
  13. Katharina Huber
    Katharina Huber
    Yes. My team looks after about three thousand installer businesses in Germany and Austria. Today a renewal conversation means opening the ticketing tool, the usage reports and the CRM separately. Which installer, which version, how much have they used? With Growth, customer success and our support colleagues would see tickets, usage and renewals together. That is how we would spot an installer going quiet before they cancel.
  14. Katharina Huber
    Katharina Huber
    I cannot give you a retention figure today, Florian. What I can say is what the usage says would finally be in one place.
  15. Florian Wimmer
    Florian Wimmer
    Fine. A hypothesis, not a number. I accept that for now.
  16. Owen Tallis
    Owen Tallis
    That's fair. Our job in the first months is to give you a number you can defend. Matteo, what's the next dated step on the paper?
  17. Matteo Ricci
    Matteo Ricci
    Before the dates, one point from Katharina's side, I think. The data.
  18. Katharina Huber
    Katharina Huber
    Yes, thank you. The EU region is not negotiable for us. Customer data stays in the EU, and we need it documented. Not promised on a call, documented.
  19. Matteo Ricci
    Matteo Ricci
    Understood, and I would rather you heard it from me clearly. B-Viz is built and run inside your own Snowflake account, so where the data lives follows the region you choose. I will state the EU region in the order form itself, not in an email.
  20. Florian Wimmer
    Florian Wimmer
    Is this in the contract?
  21. Matteo Ricci
    Matteo Ricci
    It will be. Let me confirm that in writing, with the wording, so your security colleagues can read it before anyone signs.
  22. Florian Wimmer
    Florian Wimmer
    Good. I do not sign changes by email. If it is not in the order form, it does not exist for me.
  23. Owen Tallis
    Owen Tallis
    Agreed, and that's how we prefer it. Who signs on your side?
  24. Florian Wimmer
    Florian Wimmer
    I do. Matthias prepares, Katharina confirms scope, I sign.
  25. Matthias Gruber
    Matthias Gruber
    On users, just so I have it right. How many people are covered under Growth?
  26. Matteo Ricci
    Matteo Ricci
    Forty users and eight connectors. If you grow beyond that, there are add-ons for more users and more connectors, but I would not size for that today.
  27. Katharina Huber
    Katharina Huber
    Forty is enough to begin with. Customer success and the support team, and a few people from finance for the renewals view. We can look again after the first quarter.
  28. Florian Wimmer
    Florian Wimmer
    Now the price. £62,000 is above what I had pencilled. Is there any movement?
  29. Owen Tallis
    Owen Tallis
    Let's not discount twice, Florian. What Matteo showed you is the current list plus the implementation. If we move, it applies to the first term only, and it comes with something from you, namely signature by the date Matteo gave.
  30. Florian Wimmer
    Florian Wimmer
    A first-term concession only. Not a permanent price.
  31. Owen Tallis
    Owen Tallis
    Correct. From the second term you pay the list. I would rather say that now than have it come as a surprise at renewal.
  32. Florian Wimmer
    Florian Wimmer
    Mm. Please put that in writing as well, whatever you decide. What does that do to our cost per customer? That is what I will be asked.
  33. Katharina Huber
    Katharina Huber
    If I may, Florian. We would be comparing it with the hours my team spends reconciling by hand before each renewal round. I will send you a rough estimate of those hours, with the source.
  34. Florian Wimmer
    Florian Wimmer
    Please do. With the source.
  35. Owen Tallis
    Owen Tallis
    I'll look at what is possible and Matteo will come back to you in writing. No promise today, but you will have an answer well before the date.
  36. Matteo Ricci
    Matteo Ricci
    To summarise so nobody leaves with a different version. One: I send a revised proposal with the split between implementation and subscription, and the EU region wording. Two: Matthias tells me whether you prefer annual or quarterly invoicing. Three: Katharina sends the hours estimate to Florian. Four: Owen and I confirm in writing whether there is any first-term movement. Five: Florian reviews the order form and signs on paper, aiming for Friday 30 January 2026.
  37. Florian Wimmer
    Florian Wimmer
    Acceptable. Send the order form with the data terms attached, not separately.
  38. Matteo Ricci
    Matteo Ricci
    Together, yes. Grazie a tutti. Thank you all.
  39. Katharina Huber
    Katharina Huber
    Thank you, Matteo, Owen. Viele Grüße.
  40. Owen Tallis
    Owen Tallis
    Thanks, everyone. Speak soon.

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

Help

Ask B

B-Viz · read-only