Eccup Software / BG-Demo – Check In
Callcompleted
Eccup Software · 28 Aug 2024 11:00
Holly Garside says B-Viz is saving her manual reconciling and wants to widen use beyond a small group. Marcus Bell flagged the Growth term end early. She needs to show her CFO the value first.
What was said
What this says
As at Fri 9 Oct 2026Holly Garside says B-Viz is saving her manual reconciling and wants to widen use beyond a small group. Marcus Bell flagged the Growth term end early. She needs to show her CFO the value first.
What happened: Marcus reviewed last quarter's usage with Holly. Active users average about four a day against forty licensed on Growth, and questions asked are climbing. No tickets were raised in the last month and invoices are paid.
Customer view: Holly uses it to read tickets against usage per provider and says it has saved her a lot of reconciling by hand. She wants a cleaner renewals-by-month view and has not yet used the dashboards builder properly.
Commercial: Marcus stated Growth at £42k a year, forty users, with the term running to 6 May 2025. Holly said she must show her CFO the value before anything is agreed, because he will want to know what they would lose.
Watch: Use is concentrated in Holly and a couple of her reports. The wider rollout and the usage summary are the value case for the renewal.
Themes
As at Fri 9 Oct 2026Theme
Usage growth and renewal groundwork
Importance
renewal
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Marcus to send slots for a 30 minute team walkthrough the week after the offsite, with Oliver invited.
- Marcus to build the renewals dashboard with Holly in that session.
- Marcus to send a plain usage summary of questions asked and who is asking.
Risks
As at Fri 9 Oct 2026- Use is concentrated in Holly and a couple of her reports, a key-person risk.
- Holly must prove the value to her CFO before any renewal is agreed.
Opportunities
As at Fri 9 Oct 2026- Widen use to the account managers and implementation team within the forty Growth users.
- Build a pinned renewals-by-month view in the Growth dashboards builder.
Transcript
Marcus BellMorning, Holly. Can you hear me alright?
Holly GarsideMorning, Marcus. Yes, loud and clear. Can you hear me? My headset's been playing up all week.- Marcus BellYou're fine. Bit of an echo but it's gone now. How's your week been?
- Holly GarsideBusy, but good busy. Renewals season is creeping up on us, so I'm in spreadsheets half the day. Which is partly why I wanted this call, to be honest.
- Marcus BellPerfect. I'll share my screen and say what I'd like to cover. I've pulled the numbers for the last quarter, then I'd like to hear what your team wants to do next, and then anything that's bugging you. Happy to go in whatever order suits.
- Holly GarsideLet's start with the usage, then. What does the usage say?
- Marcus BellRight, so you can see the chart now? Active users are averaging about four a day over the last month. That's up a long way on the previous quarter, so the direction is really good. Questions asked are climbing with it.
- Holly GarsideYeah, that matches what I see. It's mostly me and a couple of the people who report to me. We're asking it things like which providers have gone quiet on tickets, and which ones have a renewal coming up.
- Marcus BellThat's exactly the use we talked about at the start. Tickets read against usage, per provider.
- Holly GarsideExactly. I had this at my last place, a sort of blind spot where support knew one thing and the account managers knew another. Now I can ask one question and get the picture. It's saved me a lot of reconciling by hand.
- Marcus BellGood to hear. Now, you're licensed for forty users on Growth, and you've got about four active. So there's plenty of headroom. Is that deliberate, or is it something you want to change?
- Holly GarsideBit of both, honestly. I wanted to prove it with a small group first. Nobody likes a tool that's been forced on them. But I think we're ready to widen it. The account managers would use it, and probably the implementation team.
- Marcus BellOkay. Shall we book 30 minutes with them? I could run a short walkthrough, show them a few questions that worked for you, and get them signed in. Happy to jump on a call whenever.
- Holly GarsideYes, please. Not next week though, we've got a team offsite. The week after, maybe?
- Marcus BellThe week after is fine. I'll send a couple of slots. Should I pull in Oliver, your analyst, or is that too many cooks?
- Holly GarsideOh, definitely Oliver. He'll be the one answering the awkward how-do-I questions afterwards, so he should see it first.
- Marcus BellWill do. Next, the health side. No tickets raised in the last month, so nothing high priority, and invoices are all paid up. Nothing for me to chase on either front.
- Holly GarsideQuiet is good, I assume?
- Marcus BellIn your case, yes. Usage is rising and the connectors are loading, so quiet just means it's working. If it were quiet and usage was falling, I'd be asking different questions.
- Holly GarsideFair. Though I'm not going to say it's perfect. The thing I keep wishing for is a cleaner view of renewals by month. I can get there, but I have to ask it a couple of different ways.
- Marcus BellThat's useful. On Growth you've got the dashboards builder, so you could build that view once and leave it pinned. Have you tried the builder yet?
- Holly GarsideNot properly. I opened it, got distracted, closed it. Classic.
- Marcus BellNo worries. I can build a first version with you in that same session, using your own renewal questions. Then it's yours to tweak.
- Holly GarsideThat would be brilliant. Put it on the agenda.
- Marcus BellDone. Now, a quick word on the contract, just so it's said. You're on Growth at £41,800 a year, forty users, and the term runs to 6 May 2025. Nothing to decide today, but I'd rather you heard it from me early. Tom looks after the commercial side, and he'll be in touch closer to the time.
- Holly GarsideUnderstood. I'll need to show my CFO the value before anything gets agreed, so the more I can show him between now and then, the better. He'll want to know what we'd lose.
- Marcus BellWhich is why wider usage helps. I'll put together a short summary of questions asked and who's asking, something you can forward. Would that do the job?
- Holly GarsideThat would do nicely. Keep it plain, he doesn't love jargon.
- Marcus BellPlain it is. So, to recap: I'll send slots for the team session the week after your offsite, with Oliver invited, we'll build the renewals dashboard live, and I'll send you the usage summary. Anything I've missed?
- Holly GarsideNo, that's everything. Thanks, Marcus, really helpful.
- Marcus BellCheers, Holly. Speak soon.
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