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CRCE - Demo - 2026-01-23

Metadata

  • Date: 2026-01-23
  • Company: CRCE
  • Attendees: Rachael Fisher, Giannis, George Merrion
  • Type: Lead Call
  • Source: Notion Customer Success Meetings

Summary

Context

George's first product demo with CRCE. Rachael joining from CRCE, viewing on big screen. Focus on cash forecasting capabilities.

Key Discussion Points

  • Manual forecasting process across North America and EMEA regions
  • Two teams following standardized mapping, five people spending ~3 days/week
  • Current systems: SAP → migrating to IFS by end of year (12-month build)
  • Bank relationships: Primarily Citibank and RBS, ~20 entities across multiple currencies

Pain Points

  • Bank statement language vs forecast terminology mismatches
  • Manual categorization creating human error risk
  • Time-intensive consolidation across 20+ entities
  • No current cash pooling (future consideration)

Feature Highlights Shown

  • AI-powered transaction categorization (95%+ accuracy)
  • Bottom-up forecasting (entity → bank account → consolidated)
  • Cash positioning dashboard with real-time alerts
  • No per-seat licensing, role-based access controls

Competitive Intelligence

  • Previous quotes reached £300k with 5-month implementation
  • Palm positioning: £50-80k annually, 4-week implementation

Deal Signals

  • CFO is decision maker (currently traveling, back in 2 weeks)
  • Target implementation: March 2026 (pending CFO approval)
  • Strong interest in efficiency savings (3 days → 1 day/week)

Next Steps

  • George to build ROI business case document
  • Follow-up call scheduled: Friday, Jan 31 at 11:00 AM
  • Rachael to review On Running case study for relevance

Synced from Notion: https://www.notion.so/2f5c47335ffb819fb4d2d30145c5eb81