Shawsheen Freight / BG-Demo – Demo
Callcompleted
Shawsheen Freight · 26 Jan 2026 14:30
Shawsheen Freight saw B-Viz answer claims questions on sample data. Erin Gallant could see the fit. Jared Pelletier's single sign-on, access and retention questions are still owed in writing, and cost is deferred to the next call.
What was said
What this says
As at Fri 9 Oct 2026Shawsheen Freight saw B-Viz answer claims questions on sample data. Erin Gallant could see the fit. Jared Pelletier's single sign-on, access and retention questions are still owed in writing, and cost is deferred to the next call.
What happened: Hannah Lowe ran a demo on a sample of Shawsheen's data. Erin said it was the first time she had seen a claim come up with the load attached.
Customer view: Erin put the current process at twenty minutes of flicking between screens, against a few seconds in B-Viz. She also doubted the sample result and wanted to check it against their own numbers.
Commercial: Erin asked when cost would be discussed. Jordan Pike deferred it to the next call, once scope is right.
Watch: Jared, who will fix things if they break, still needs written answers on single sign-on at this tier, data retention and access. Single sign-on is an Enterprise feature, so the tier needs confirming in writing.
Themes
As at Fri 9 Oct 2026Theme
Demo, security questions open
Importance
upsell
Sentiment
positive
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Hannah Lowe to send the written security answers and demo notes this week.
- Jordan Pike to send the summary and book the next call, where cost will be discussed.
- Hannah to confirm in writing whether single sign-on is included at the proposed tier.
Risks
As at Fri 9 Oct 2026- Single sign-on at the prospect's tier is unconfirmed and may point to Enterprise.
- Data retention and access answers are owed in writing before Jared can brief IT.
- Erin distrusted the sample figures, so results on the customer's own data must hold up.
Opportunities
As at Fri 9 Oct 2026- Erin wants claims by reason dashboards first, then call volume by shipper.
- Loads, claims, calls and the shipper file give a clear first connector set.
Transcript
Hannah LoweHi all, Hannah from BG-Demo. Before I start, what's the one thing you most need to know today? I'd rather answer that first than walk you through everything.
Jordan PikeHey, Jordan here. For me, honestly, it's whether this works on your data, not ours. So let's make sure we see your data.
Erin GallantFor me, can it stop people ringing me to find a claim.
Jared PelletierMine's how it connects and what that means for my admin time. I'll be the one fixing things if they break.- Hannah LoweGood, that's useful. The short answer on connections is that B-Viz reads from your systems. The longer answer is that it depends which systems and how they're set up. I'll show you.
- Jared PelletierWhich ones do you connect first? I'd want to know that before anything else.
- Hannah LoweUsually the systems people already ask for. For you that's the loads, the claims and the call recordings, but that's a conversation with Erin's team about what's in use.
- Erin GallantLoads, claims, calls, yes. And the shipper file, which is the messy one.
- Hannah LoweRight, the messy one is where most of our time goes. Let me show you the demo environment, which has a sample of your data in it.
- Hannah LoweHere you can ask a question in plain English. Let's try: what's the claim history for a shipper this month?
- Erin GallantOh, that's the first time I've seen that come up with the load attached.
- Jordan PikeThat's the whole pitch in one question. Okay Erin, ask one of your own.
- Erin GallantRight. Which shipper had the most claims closed without a call back?
- Hannah LoweLet me run that, give it a second. There, that's the list. Note it's based on the sample, so check it against your own numbers before you rely on it.
- Erin GallantHmm, I'd want to check that one, the sample's not the full picture.
- Hannah LoweExactly the right instinct. I'd never want anyone trusting a sample figure in front of a customer.
- Jared PelletierWhat about access? Who can see what? I need to know that before I say anything to IT.
- Hannah LoweGood question. Access follows the permissions in your systems, so a user only sees what they already have access to. To be precise, that's how it's designed, and I'll put it in writing for your security team.
- Jared PelletierAnd single sign-on? Do we get that at this tier?
- Hannah LoweI'd rather not guess on that one. I'll confirm the exact plan detail in writing, so you're not relying on my memory.
- Jared PelletierFine. Where's the data actually held? My security questionnaire will ask.
- Hannah LoweIt's built and runs inside your own Snowflake account, so your data stays in your environment. I'll put that in writing with the detail. Is there anything in the questionnaire you've already answered?
- Jared PelletierSome of it. Data retention is the one I can't answer yet.
- Hannah LoweI'm not going to answer retention off the top of my head. I'll check with a colleague in security and come back to you in writing, so it's right first time.
- Jordan PikeLet's park that for now. Erin, back to your claims question. How fast does this get you an answer?
- Erin GallantA few seconds, if the question's clear. That's the difference. Right now it's twenty minutes of flicking between screens.
- Hannah LoweSorry, I'm going to show the dashboards. Let me just open that view.
- Hannah LoweRight. Dashboards are how a team keeps an eye on things. Erin, you mentioned calls. Would you want a dashboard of call volume by shipper?
- Erin GallantYes, but I'd rather see claims by reason first. Then calls.
- Hannah LoweGood. We'd build that together, and I'd want your team in the room, because they know the reasons better than the data does.
- Jared PelletierIs building dashboards something my team does, or does your side do it?
- Hannah LoweBoth. Once it's set up you can build them yourselves, and we help with the first few so they're right.
- Jordan PikeSorry, I dropped off for a second. Where are we?
- Hannah LoweWe've done the claims question and the access question. Still to do are the security questions, which I'll answer in writing.
- Erin GallantAnd the cost, when do we talk about that?
- Jordan PikeNext call, once we've got the scope right. I'd rather have the right number than a fast one.
- Jared PelletierAgreed. I'd like the written answers before the next call, if possible.
- Hannah LoweI'll get them to you this week. I'll send the demo notes with the questions too, so you've got it all in one place.
- Erin GallantThanks, this has been really useful. I think we can see how it'd fit.
- Jordan PikeThat's what I wanted to hear. Next step: Hannah sends the written answers, I send the summary, and we book the next call.
- Hannah LoweSounds good. I'll put that in writing. Thanks all.
- Jared PelletierThanks, bye.
- Erin GallantBye, thanks both.
- Jordan PikeBye all, speak soon.
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