Following up on the demo
Email thread Feldmoching Software · sales
After the demo, Matteo Ricci said plainly that the live helpdesk and CRM connections are not yet scoped. Lukas Brandl named his three data sources, needs IT approval for access, and asked how often data refreshes.
What was said
What this says
As at Fri 9 Oct 2026After the demo, Matteo Ricci said plainly that the live helpdesk and CRM connections are not yet scoped. Lukas Brandl named his three data sources, needs IT approval for access, and asked how often data refreshes.
Ask: Matteo restated the Growth proposal with EU data and the working signature target of 30 Jan 2026. He asked Lukas which systems feed the support queue and who administers them.
Customer view: Lukas answered quickly and constructively. He needs IT sign-off on database access and wants the connector design first so he can show it to them.
Next: Hannah Lowe sends the connector design. The refresh answer should match the nightly refresh service level, since his team wants yesterday's tickets each morning.
The thread
Updated 9 Oct 26Messages
Matteo Ricci 11 Dec 2025 08:15Dear Katharina, dear Lukas, Thank you both for your questions during the demo. I would rather you heard it from me plainly: we showed the installer view on sample extracts, and the live connection to your helpdesk and your CRM is the part we still need to scope properly with Lukas. Where we are: - Tier discussed: Growth, with the data held in an EU region. - Total deal value in the current proposal: £62,000. - Our working target for signature is 30 Jan 2026, which is yours to confirm, not ours to assume. Lukas, Hannah would like to understand which systems feed your support queue today and who administers them. If you can send that in a few lines, she will put the connector design in writing for you. Best regards, Matteo
Lukas Brandl 11 Dec 2025 09:33Hi Matteo, thanks for the recap. Short answer: tickets sit in our helpdesk, installer accounts and renewal dates in the CRM, and product usage comes from our own application database. I administer the helpdesk, a colleague in IT looks after the database. I will ask IT what access they are comfortable giving and come back to you early next week. Please ask Hannah to send the connector design before that, so I can show it to them. One question: how often does the data refresh? Our team starts early and wants to see yesterday's tickets in the morning. Regards, Lukas