B-Viz
Totley Rise Software logo

Demo times

Email thread

Totley Rise Software logo Totley Rise Software · sales

Lewis Kerr arranged a demo on Totley Rise's placement and payroll data for the customer success team. Louise Sutcliffe chose Thursday afternoon and asked for her team to be invited directly. Largely logistical.

What was said

What this says

As at Fri 9 Oct 2026

Lewis Kerr arranged a demo on Totley Rise's placement and payroll data for the customer success team. Louise Sutcliffe chose Thursday afternoon and asked for her team to be invited directly. Largely logistical.

Ask: Louise wants the demo on her own data, with her team attending and invited directly. She will share names by close of play.

Customer view: She replied within about an hour and is cooperative. Bringing her team suggests real evaluation.

Next: Lewis was to send the invite on 3 Sep 2026 with the named team.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages3
First message2026-09-02
Last message2026-09-03

Messages

  1. Lewis Kerr
    Lewis Kerr 2 Sep 2026 12:06
    to Louise Sutcliffe
    Hi Louise, Thanks for your time on the call. To confirm, you'd like to see the demo on your own placement and payroll data, for your customer success team, by the end of the month. Could you let me know which times suit your team? I can hold two options, on Thursday or Friday. Kind regards, Lewis
  2. Louise Sutcliffe
    Louise Sutcliffe 2 Sep 2026 13:15
    to Lewis Kerr
    Hi Lewis, Thanks. Thursday afternoon works best for me. I'd like my team there too, so could you send the invite to them directly? I'll share the names by close of play. Louise
  3. Lewis Kerr
    Lewis Kerr 3 Sep 2026 13:41
    to Louise Sutcliffe
    Hi Louise, Thursday afternoon is fine. I'll send the invite over today, with the team you name in it. Let me know if anything changes on your side. Kind regards, Lewis

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

Help

Ask B

B-Viz · read-only