Brannock Medical Supplies / BB-Demo – Onboarding
Callcompleted
Brannock Medical Supplies: documents · 2024-05-23 15:00
Callie Brennan and Sunita Bains agreed how Brannock's CRM fields map into the brain. Some contract dates sit in free-text notes, so they go live with the structured object first and treat the notes as a second pass.
What was said
What this says
Current to 11 Oct 26Callie Brennan and Sunita Bains agreed how Brannock's CRM fields map into the brain. Some contract dates sit in free-text notes, so they go live with the structured object first and treat the notes as a second pass.
What happened: Callie walked Sunita through account and contract fields before switching anything on. Account type "other" is carried through as unclassified, and the Dispatch Notification activity type is excluded.
Customer view: Sunita is cooperative and wants the data cleaned up, but admits the contract dates are not tidy. Some account managers keep them in a notes field rather than the Contract Term object.
Commercial: Helen wants renewals by trust, so the quality of contract dates bears directly on the value Brannock sees. The gap is recorded as a known gap in the setup note.
Watch: the free-text dates depend on the account managers tidying as they go. The evidence does not show a date for that.
Themes
Current to 9 Oct 26Theme
CRM field mapping setup
Importance
neutral
Sentiment
neutral
Voice
user
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Callie Brennan to write the contract date gap into the setup note and send it that evening.
- Sunita Bains to send the names of the two sample trusts after the call.
Risks
Current to 9 Oct 26- Contract dates held in free-text notes make renewal reporting by trust less reliable until they are moved.
- The account managers' tidying has no agreed date, so the second pass could stall.
Opportunities
Current to 9 Oct 26- Once contract dates sit in the Contract Term object, renewals by trust, which Helen wants, become reliable.
- Tidying the unclassified account types gives Brannock a visible gain from each refresh.
Transcript
Callie Brennan NoneHello Sunita. Afternoon. Can you see my screen yet?
Sunita Bains NoneAfternoon. Yes, I can see a spreadsheet. Is that the mapping sheet?- Callie Brennan NoneIt is. So, the plan for the next forty minutes. We go through the account fields, then the contract fields, then I show you what a first refresh will look like, and we agree what's left for you before I switch anything on.
- Sunita Bains NoneSounds good. I've got the hierarchy report, by the way. I sent it this morning.
- Callie Brennan NoneI saw it, thank you. It was really useful. The loose practices are mostly in two regions, which helps. Let's park that for a moment and do the straightforward fields first.
- Callie Brennan NoneAccount name, parent account, account type, region, owner. Those map cleanly. Account type is the one I want to check. You've got trust, practice, care home, and something called other.
- Sunita Bains NoneOther is a mess, honestly. Historically it was where people put things they couldn't classify. I'd rather not have that count as a real category.
- Callie Brennan NoneUnderstood. What I can do is carry it through as unclassified, so it doesn't pretend to be a trust. Then once you tidy it up, the brain picks the change up on the next refresh.
- Sunita Bains NoneYes, that's fine. That's actually a nice incentive for me to tidy it.
- Callie Brennan NoneNow contracts. I can see a custom object called Contract Term, with a start, an end, and a renewal owner. Is that the one the account managers actually maintain?
- Sunita Bains NoneSome of them. Others keep dates in a notes field on the account, to be honest. It's not tidy.
- Callie Brennan NoneOkay. That's important, because Helen wants renewals by trust. If half the dates are in free text, the brain can read them, but I'd be guessing at the structure. I don't want to say that's fine when I haven't checked it.
- Sunita Bains NoneRight. So what do you need?
- Callie Brennan NoneTwo options. You or the account managers move the dates into the Contract Term object over the next few weeks. Or we go live with what's there and treat the notes as a second pass. I'd recommend the second, so we're not blocked.
- Sunita Bains NoneThe second. I don't want to hold Helen up. I'll ask the account managers to tidy as we go.
- Callie Brennan NoneGood. I'll write that down as a known gap in the setup note, so it's not a surprise later.
- Sunita Bains NoneWhat about the activity data? Emails and calls logged against accounts. There's a lot of it, and some of it is rubbish.
- Callie Brennan NoneWe'll bring it all in and let the brain weigh it. I'd rather not filter at source, because the signal about a delivery query often sits in a scrappy note. But if there are particular activity types you want kept out, tell me and I'll exclude them.
- Sunita Bains NoneThere's an automated one from the order system that posts a note every time a delivery is dispatched. It's thousands of them. They'd swamp everything.
- Callie Brennan NoneAh. Yes, exclude that. Can you give me the exact type name? I'd rather not guess.
- Sunita Bains NoneI'll paste it in the chat. Give me a second. There. Dispatch Notification.
- Callie Brennan NoneGot it. Excluded, and noted. Now, the first refresh. Before we switch it on, I'll run it against a small sample, a couple of trusts, so we can look at it together rather than finding problems at scale.
- Sunita Bains NoneWhich trusts?
- Callie Brennan NoneI'd suggest one big one that's well kept and one you know is messy. Then we see both ends.
- Sunita Bains NoneEasy. I know exactly which. I'll send you the names after the call, not in the chat.
- Callie Brennan NonePerfect. Let me summarise. Unclassified carried through for account type. Contract dates from the object now, notes as a second pass. Dispatch Notification excluded. Sample refresh on two trusts you'll name. And I'll write all that into the setup note and send it tonight.
- Sunita Bains NoneThat's it. Thanks Callie.
- Callie Brennan NoneThanks, Sunita. Speak soon. Callie.
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