Siebengebirge Spedition / BG-Demo – Demo
Callcompleted
Siebengebirge Spedition · 9 Sep 2026 13:00
Claudia Becker saw a demo on a sample of her team's helpdesk and mailbox data. She liked the speed but found two wrong delay causes, doubted the dashboards builder, and asked for the £62k draft value to be split in writing.
What was said
What this says
As at Fri 9 Oct 2026Claudia Becker saw a demo on a sample of her team's helpdesk and mailbox data. She liked the speed but found two wrong delay causes, doubted the dashboards builder, and asked for the £62k draft value to be split in writing.
What happened: Matteo Ricci and Theo Gallagher demoed B-Viz on an anonymised export of the shared mailbox and helpdesk. Claudia said it was quicker than her team searching folders, but two of the delay causes were wrong.
Customer view: Theo explained the driver change was logged as a note, not a status update. Claudia accepted that: "We do not always update the status." She doubted the dashboards builder and said use depends on whether managers trust the numbers.
Commercial: Scope is Growth across customer service and dispatch. Matteo quoted a deal value of £62k on the draft, said it may include the one-off implementation fee, and promised the split in writing. The draft is an open item, not a contract.
Watch: Claudia would sponsor, but an IT colleague must approve the connectors. Theo owes a dispatch log check on the Rhineland route delay count, and a timeline call is pencilled for next week. The evidence does not show a decision.
Themes
As at Fri 9 Oct 2026Theme
Growth demo, data trust
Importance
upsell
Sentiment
mixed
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Theo Gallagher to check the Rhineland route delay count against the dispatch log and send the difference.
- Matteo Ricci to send the split of the deal value in writing.
- Claudia Becker to speak to her IT colleague about a team mailbox owning the spreadsheet.
Risks
As at Fri 9 Oct 2026- Two delay causes in the sample were wrong, and Claudia said trust in the numbers decides whether managers would use dashboards.
- Connector approval sits with an unnamed IT colleague, which could slow the rollout.
- The £62,000 draft value may include the implementation fee, so the split is unconfirmed.
Opportunities
As at Fri 9 Oct 2026- Growth across customer service and dispatch, with room for the helpdesk, shared mailbox and dispatch system connectors.
- The managers' spreadsheet could become a further connector, and weekly delay numbers could justify the dashboards builder.
Transcript
Matteo RicciClaudia, hello, can you hear me all right? Good. Theo is just joining, he had a problem with his camera, so bear with us.
Claudia BeckerYes, I can hear you. Good afternoon, Matteo. Sorry, the meeting before this one ran over.- Matteo RicciNo need to apologise. Did you have a good week?
- Claudia BeckerBusy. We are still clearing the backlog from the Rhineland imports, so the phones have not stopped.
Theo GallagherHello, sorry, I'm here. Can everyone see my screen?- Claudia BeckerYes, we can see it.
- Matteo RicciGood. So the plan is that Theo walks you through the brain on a sample of your own data, and we leave the last part for your questions about rollout and what Growth would look like for your team. I would rather spend the time on your questions than on our slides.
- Claudia BeckerThat sounds right. Last time you mentioned the dashboards builder, but I am not sure that is our priority yet.
- Theo GallagherMm, that's useful to know. We will come back to it. Let me share the sample first.
- Theo GallagherThis is an anonymised export of a shared customer service mailbox and the helpdesk, loaded into a test space inside a Snowflake account. Nothing leaves your tenancy, and every answer points back to the thread or ticket it came from.
- Claudia BeckerCan I ask, does it work in German? My team writes half in German and half in English.
- Theo GallagherIt handles both. Type a question and see.
- Claudia BeckerOkay. Which shipments were delayed last week, and why?
- Theo GallagherGive it a second. There. It lists the shipments with the cause taken from the ticket. The first one is a customs hold, and you can click straight through to the original thread.
- Claudia BeckerRight, that is quicker than my team searching folders. Although, two of those causes are wrong. The second was a driver change, not a hold.
- Theo GallagherThat's a good catch. The driver change was logged as a note, not a status update, so the answer is only as good as what your team records. I will put that in the write-up as a data point, not a fault in the search.
- Claudia BeckerYes, that is fair. We do not always update the status. Sorry, go on.
- Matteo RicciBefore we go on, I want to be clear about scope. Growth covers several teams, so customer service plus dispatch. Is that the group you mean?
- Claudia BeckerDispatch is in another building, yes, but they are on the same helpdesk, so yes, that group.
- Matteo RicciGood. And who would own the rollout on your side?
- Claudia BeckerProbably me as sponsor. The day to day would sit with a colleague in IT, because they would have to approve the connectors.
- Theo GallagherRight, then we will need that person for the connector design. We would connect the helpdesk, the shared mailbox and the dispatch system. Growth gives you room for that, with some to spare.
- Claudia BeckerGood. And the price, can you remind me? It was in the proposal last time.
- Matteo RicciThe deal value on our draft is £62,000. That may include the one-off implementation fee, so I would rather confirm the split in writing before anyone signs anything.
- Claudia BeckerFine. Yes, in writing, please.
- Theo GallagherOkay, I'll take you through the dispatch view now. Let me open the delay report.
- Claudia BeckerSorry, I was checking my notes. Is the report sortable by route?
- Theo GallagherYes, by route, depot, carrier, or ticket owner. Shall I do route first?
- Claudia BeckerRoute, please. Our biggest traffic is on the main Rhineland route, so that is the one that matters.
- Theo GallagherHere. The delay count by route for the last thirty days. Each row links to the tickets behind it.
- Claudia BeckerMm. That number looks high for that route. Can you check it against the dispatch log? We had a bad spell in the spring that would explain some of it.
- Theo GallagherI can, but I would not want to guess. Let me note it. I will check the dispatch log against the tickets and send you the difference.
- Matteo RicciI would rather you have an honest number than a fast one, Claudia. Theo will put it in writing.
- Claudia BeckerFine. Yes, carry on.
- Claudia BeckerGoing back to the dashboards builder, what would we actually use it for? I am not sure a dashboard is what the managers want.
- Theo GallagherThat's fair. Most customers start with the pages and the search. The dashboards builder is for when a team wants the same numbers every week without asking for them. Would your managers ask for that?
- Claudia BeckerMaybe the weekly delay numbers, yes. It depends whether they trust the numbers.
- Theo GallagherWhich is why we check first. Give me a day with your sample and I will show you the freshness report too.
- Matteo RicciLet us not promise a date we have not agreed with the implementation team. But a timeline we can sketch on a call next week, yes?
- Claudia BeckerYes, next week. My calendar is clearer on Thursday.
- Theo GallagherRight, so for rollout, the first step is the connector list. Which systems are you on today?
- Claudia BeckerThe helpdesk, the shared mailbox, the dispatch system, and a spreadsheet the managers keep. I hate that spreadsheet.
- Theo GallagherThe spreadsheet can be a connector too, if it lives in a shared drive. The short answer is yes. The longer answer is that we check who owns the file first.
- Claudia BeckerThe owner is me, which is a problem, because I am not always here.
- Matteo RicciThen the owner should be a team mailbox, not a person. That is a good point to raise with your IT colleague.
- Claudia BeckerYes, I will.
- Matteo RicciLet me summarise. Theo sends the delay check and the connector list, I send the split of the deal value in writing, and you speak to your IT colleague about the team mailbox. Does that work?
- Claudia BeckerYes, that works. Send it to my usual address.
- Theo GallagherWill do. Thanks, Claudia.
- Claudia BeckerThank you both. Speak soon. Bye.
- Matteo RicciCheers, Claudia. Take care.
Callsmade from