Kesselfeld Software

Support: this period holds one read, a ticket dated 17 Apr 2026. Tim Schröder asked which user roles and permission levels exist so he could assign suitable access to team members.

Handling: Bethan Lister explained three roles. Viewers can see dashboards and ask questions, editors can build dashboards, and admins manage users and connectors.

Signal: the read notes that Tim's repeated requests to add users suggest planned growth. It treats this as a possible tier upgrade conversation, with importance neutral and urgency low.

Open at the end: the only next step recorded is to monitor user growth and identify an upgrade opportunity. The read names no owner, date or tier, and shows no complaint, risk, price discussion or contract detail.

Kickoff: On 12 Jan 2026 Laura Penhaligon set out an eight-week plan with six of eight connectors in use. Julia Hartmann confirmed call search is a pain point.

Onboarding: On 20 Jan 2026 Salesforce and Zendesk were indexing, and Laura promised the call recorder by the end of the following week. Julia called it the capability she is most excited about.

Billing: On 3 Feb 2026 Tim Schröder reported a full-year invoice marked due immediately, and Laura accepted it was BG-Demo's error. On 9 Feb 2026 two invoices were still marked overdue with wrong terms and the call recorder connector was still orange.

Collections: INV-099-0001 (£12k), due 28 Jan 2026, was unpaid on 4 Feb 2026. INV-099-0002 (£48k), due 6 Feb 2026, was unpaid on 13 Feb 2026.

Reply: Anja Pohl answered on 20 Feb 2026, citing internal approvals. The reads do not show payment confirmed.

Support: Seven tickets ran from 4 Feb 2026 to 31 Mar 2026, mostly how-to and user setup, showing dashboard building and a request for access for about a dozen users. Two billing tickets, on 12 Feb 2026 and 3 Mar 2026, queried charges against the contract.

Adoption: On 16 Mar 2026 Julia brought four colleagues to training and put manual work at about twenty ad-hoc questions a week.

Open at the end: The reads do not show the call recorder fix, corrected invoices or payments confirmed. The 3 Mar 2026 billing query and the first pages were still pending.

Discovery: On 16 Oct 2025 Julia Hartmann described manual customer-health checks across Salesforce, a helpdesk and warehouse data. Priya Raman quoted £60k for year one on Growth and asked for signature by Christmas.

Go-live: On 17 Oct 2025 Florian Becker, Managing Director, said he needed confirmation of going live within six weeks of signature. Priya confirmed it.

Demos: The 4 Nov 2025 demo left Julia quite impressed, though three systems were shown against four in the connector diagram. On 11 Nov 2025 Julia and Tim Schröder tested sync, volume and users, and Tim asked about single sign-on, which is Enterprise only.

Proposal: On 21 Nov 2025 Matteo Ricci quoted £12k implementation plus a discounted first year, with renewal at £44k. The spoken figures do not obviously reconcile.

Negotiation: On 5 Dec 2025 Matteo asked Florian for a call on his feedback, with no reply shown. On 9 Dec 2025 Florian said the board was happy, Anja Pohl won monthly billing, and a multi-year discount was declined so the company can see value first.

Order form: On 22 Dec 2025 Tom Ashdown sent the Growth order form. Florian said it looked good and would return it after finance review.

Open at the end: No signature is shown. The order form pairs a six-week timeline with go-live by year-end, and INV-099-0001 for £12k, due 28 Jan 2026, awaited a PO number.