Brannock Medical Supplies / BB-Demo – Onboarding
Callcompleted
Brannock Medical Supplies: documents · 2024-06-13 15:30
All four connectors are loading, the nightly refresh lands before seven on business days, and the delivery queries by trust dashboard is shared. Training is planned and a second admin is still unnamed.
What was said
What this says
Current to 11 Oct 26All four connectors are loading, the nightly refresh lands before seven on business days, and the delivery queries by trust dashboard is shared. Training is planned and a second admin is still unnamed.
What happened: Callie confirmed all four connectors are green with records indexed rising on each. She shared the delivery queries by trust dashboard, built on the Growth plan, to the NHS book group.
Customer view: Sunita found the trust pages much fuller and said onboarding was much less painful than she expected.
Commercial: Callie is handing the account to the customer success manager after training, so the renewal relationship starts there. Helen wants to show the dashboard to the account managers, which supports adoption.
Watch: the second admin has not been named, leaving Sunita as the only admin. Key-account managers are often out visiting trusts, so their training may be harder to land.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Sunita Bains to ask Helen for the second admin's name today.
- Callie Brennan to send training invitations that afternoon and a recording afterwards.
- Callie Brennan to send the final setup note once both training sessions are done.
Risks
Current to 9 Oct 26- No second admin has been named, so one person holds the admin role.
- Key-account managers are often out visiting trusts, so their training may slip.
Opportunities
Current to 9 Oct 26- The delivery queries by trust dashboard gives the account managers a concrete use to adopt.
- A clean handover to the customer success manager sets up the first renewal conversation.
Transcript
Callie Brennan NoneAfternoon, Sunita. Can you hear me okay? Great. The plan for the next forty minutes or so: first, check all four connectors are loading. Second, walk through the setup note together. Third, agree training and who does what after I step back. Sound alright?
Sunita Bains NoneAfternoon, Callie. Yes, that's fine. I've had a good look at the note, I've got a few questions, but it's mostly clear.- Callie Brennan NoneGood. So, status. All four connectors are green. CRM, helpdesk, order system and the spreadsheet in its new home. Records indexed have gone up on each of them since last time, which is what I want to see.
- Sunita Bains NoneI saw the orders had come in. The page for each trust looks much fuller now.
- Callie Brennan NoneIt does. And the nightly refresh is landing before seven each morning on business days, so your key-account managers get fresh data when they start. I checked the last week and it's been consistent.
- Sunita Bains NoneGood. Helen asked me this morning whether the delivery queries by trust view is ready, because she wants to show it to the account managers.
- Callie Brennan NoneIt is. I built it as a dashboard on the Growth plan and shared it to the group you made for the NHS book. Let me show you, and you can then show them. Sharing now.
- Sunita Bains NoneOh, that's good. Can I change which trusts show, without breaking it?
- Callie Brennan NoneYes, it's a filter, not a rewrite. Click there, choose the trusts, save as your own copy. The original stays untouched, so you can always go back. I'd make a copy per book, honestly.
- Sunita Bains NoneRight, I'll try. Can I ask about the setup note? There's a section on what to do when a connector stops loading.
- Callie Brennan NoneYes, that's the part I'd want you to be able to run alone. If records indexed stay flat for a few days, and the source is still changing, the first suspects are credentials and a moved or renamed field. Check those, in that order, and there's a page showing how.
- Sunita Bains NoneAnd if it's something I can't fix?
- Callie Brennan NoneThen you raise a ticket with our support team, and say which connector and what changed. Under your tier there's a first response time, and the note has it. You won't be left on your own.
- Sunita Bains NoneOkay. Helen mentioned a second admin. Has she told you who?
- Callie Brennan NoneShe said it'd be someone senior from operations, and I haven't had a name yet. I'd like them on the training so they're not cold if you're ever away. Could you nudge Helen?
- Sunita Bains NoneI'll do it today.
- Callie Brennan NoneTraining, then. I'd suggest two sessions. One for you and the second admin on the admin pages, permissions and connectors. One for the key-account managers, on asking good questions and using the dashboard. Would next week work for the first?
- Sunita Bains NoneNext week is fine for me. The key-account managers might be harder, they're often out visiting trusts. Maybe late in the week.
- Callie Brennan NoneLate in the week it is. I'll send invitations this afternoon. And a recording, so that anyone who misses it can catch up.
- Callie Brennan NoneLast thing. I'm handing the account on to your customer success manager after training, so after that, questions go to them and to support. The setup note is the thing that makes that smooth. I'll send the final version once we've done the sessions.
- Sunita Bains NoneThank you, Callie. It's been much less painful than I expected, to be honest.
- Callie Brennan NoneThat's kind, thank you. A lot of it was you sending credentials before we needed them. Right, I'll let you go. Thanks, Sunita, speak soon. Thanks, Callie.
- Sunita Bains NoneBye for now.