Vantrell Software / B-Brain – Onboarding
Callcompleted
Vantrell Software: documents · 2024-08-01 12:00
Callie Brennan set the connector order with Hugh Firth and Jess Dobson: Salesforce first, then Zendesk and Xero. Salesforce credentials were still waiting on the customer's IT team.
What was said
What this says
Current to 11 Oct 26Callie Brennan set the connector order with Hugh Firth and Jess Dobson: Salesforce first, then Zendesk and Xero. Salesforce credentials were still waiting on the customer's IT team.
What happened: Callie walked through the three source systems and proposed bringing Salesforce live first, then Zendesk and Xero. Hugh and Jess agreed.
Customer view: Jess manages the credentials and said the IT request was raised but not yet complete. Hugh said he would press IT to turn it around quickly.
Commercial: Value depends on all three sources being joined, so a late Salesforce service account delays the first questions asked.
Watch: The evidence does not show whether IT delivered the org ID and service account by the end of the week.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Jess Dobson and Hugh Firth to get the Salesforce org ID and read-access service account to Callie Brennan by the end of the week.
- Callie Brennan to send the checklist and IT spec the same day and test the connection.
- Callie Brennan to meet the customer the following Wednesday and schedule the first refresh for Thursday.
Risks
Current to 9 Oct 26- The Salesforce service account depends on the customer's IT team and was not ready on the call.
- A slip on Salesforce delays the Zendesk and Xero connectors and the first refresh.
Opportunities
Current to 9 Oct 26- Once all three sources are joined, the team can query straight away, which builds early value.