Kalmthout Distributie / BG-Demo – Demo
Callcompleted
Kalmthout Distributie · 1 Dec 2025 09:30
Lien Peeters wants the depot and order desk in one place. She queried the £56k deal figure; Matteo promised written scope. Signature is targeted for 2 Jan 2026 but depends on IT and her director.
What was said
What this says
As at Fri 9 Oct 2026Lien Peeters wants the depot and order desk in one place. She queried the £56k deal figure; Matteo promised written scope. Signature is targeted for 2 Jan 2026 but depends on IT and her director.
What happened: Matteo Ricci and Hannah Lowe ran a first demo on a data set shaped like Kalmthout Distributie's. Lien tested a search across order notes and tickets and found it quite close to what she would ask for.
Customer view: Her stated need is to stop swapping spreadsheets between the depot and the order desk. She worries that installer notes are inconsistent, and Hannah said answer quality follows the source data.
Commercial: Lien asked what the £56k deal figure covers and what a dashboard costs on top. Matteo discussed Growth, which fits several teams, and promised a scope note and commercial terms. Signature is still targeted for 2 Jan 2026, but she said it depends on IT.
Watch: Her director must approve data access and has not been met. Security and hosting questions from IT are open, and Hannah will answer in writing.
Themes
As at Fri 9 Oct 2026Theme
Demo, scope and price
Importance
neutral
Sentiment
positive
Voice
user
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Lien to send the systems list and a named data-access approver by Friday.
- Matteo to send the scope note and commercial terms the day after the call.
- Hannah to draft a connector plan and answer IT's security and hosting questions in writing.
Risks
As at Fri 9 Oct 2026- Signature on 2 Jan 2026 depends on IT and on a director who has not yet seen the demo.
- Lien is unsure what the £56,000 deal figure covers, so price confusion could slow the decision.
- Inconsistent installer notes could make answers look poor if source data is not fixed.
Opportunities
As at Fri 9 Oct 2026- Growth tier fits the desk team plus logistics, with dashboards for the operations manager.
- A pilot with one trained person could prove value before wider rollout.
Transcript
Matteo RicciMorning Lien, can you hear me okay?
Lien PeetersMorning Matteo, yes, clear as anything. Give me a second, I've got the wrong tab open.- Matteo RicciNo rush. Hannah's joining too, she's been looking forward to this one.
Hannah LoweMorning both. Sorry, my camera was off, there we go. Lien, before I start, what do you most need to leave with today?- Lien PeetersHonestly? I need to see whether this can put the depot and the order desk in one place, without us sending each other spreadsheets every morning. That's the whole problem, really.
- Hannah LoweThat's a good test to set us. I'll show you on a data set shaped like yours, and you stop me wherever you like.
- Matteo RicciBefore Hannah starts, let me restate the timing. You'd like to decide before the year end, and we're working towards 2 Jan 2026 for signature. I'd rather be straight about that now.
- Lien PeetersRight. I did want to ask about that. The deal shows fifty-six thousand pounds and I'm not sure what it covers.
- Matteo RicciFair question. I'll confirm in writing what it includes after the call. I would rather you heard it from me than found it on an invoice. Hannah, go on.
- Hannah LoweSo, the short answer is you ask it a plain question and it answers with the source attached. The longer answer is it only knows what's in your order system, your CRM and the call recorder, so the quality follows the data going in.
- Lien PeetersYeah, that's the bit I worry about. Our installers ring the desk and the notes are all over the place.
- Hannah LoweThat's really common. Let me run a search across order notes and tickets for one installer, and you tell me if it's what you'd expect.
- Hannah LoweGive it a moment, it's pulling from both sources.
- Lien PeetersOh, that's actually quite close to what I'd ask for. Can it tell which answer came from the desk and which from the delivery tickets?
- Hannah LoweIt can, yes. To be precise, each line carries its source and the date it was written, so you can see when a note is stale.
- Lien PeetersGood, because stale notes are half the problem with the desk. What happens if someone's note is wrong?
- Hannah LoweThe answer is only as good as the record, so the fix is at the source. I'd put that in your onboarding plan, not hide it.
- Matteo RicciLien, who else would use this day to day? I want to make sure we're pricing the right thing.
- Lien PeetersThe desk team, mainly, and a few people in logistics. Not everyone at once.
- Matteo RicciThat helps. Growth is the tier we've been discussing, which fits several teams. I'll be honest, we need to agree the scope before I send anything formal.
- Lien PeetersOkay. So what do you need from me?
- Matteo RicciTwo things. A short list of the systems you want connected first, and a named person who can approve data access on your side. Can you send both by the end of the week?
- Lien PeetersYes, I'll ask our IT lead for the systems list. The access bit I'll need to check with my director.
- Hannah LoweThat's fine. When you have the list, I'll draft a connector plan and send it over in writing.
- Matteo RicciPerfect. Hannah, while you're setting up the next part, I'll note the systems list and the approval contact.
- Hannah LoweWill do. Right, the dashboards are the part Growth is built for. Your managers can see the same numbers as the desk.
- Lien PeetersOur operations manager will want that. Can she build her own?
- Hannah LoweShe can, after one person is trained first. I'd suggest a pilot, then the rest copy what works.
- Lien PeetersThat's sensible. We don't have a big team for this, honestly.
- Matteo RicciIt doesn't need one to start. Let's keep it to a pilot and see what the desk says.
- Lien PeetersSorry, I was on mute. What does a dashboard cost us on top of the subscription?
- Matteo RicciThat's exactly what the scope note is for. I'd rather confirm it in writing than guess on a call.
- Lien PeetersFine. Our IT lead will want the security answers, so can Hannah take that?
- Hannah LoweYes. Send me the questions and I'll answer each one in writing. I won't overstate any control.
- Lien PeetersSorry, IT has just messaged. They want to know where the data is hosted.
- Hannah LoweGood question to ask early. It sits inside your own Snowflake account, and I'll confirm the region in writing rather than guess.
- Matteo RicciLien, are you still working towards signature by 2 Jan 2026, or is that moving?
- Lien PeetersStill that, I think. Our director wants it signed before the holidays, but it depends on IT.
- Matteo RicciUnderstood. I'll note it and confirm the dates in writing.
- Hannah LoweLast thing from me for now. Once you send the systems list, I'll draft the connector plan and name owners on both sides.
- Lien PeetersOkay. I'll send the systems list and the approval name by Friday.
- Matteo RicciThank you both. I'll send the scope note and commercial terms tomorrow.
- Hannah LoweSorry, my connection dropped for a second. Bye Lien, see you soon.
- Lien PeetersCheers, both. Speak soon.
- Matteo RicciSpeak soon, Lien. Best regards.
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