Quaystead Marine Services / BB-Demo – Onboarding
Callcompleted
Quaystead Marine Services: documents · 2025-01-17 16:15
Onboarding call on 17 Jan 2025. Callie Brennan walked Emma Haworth and Luke Oakes through the Salesforce and job-ticket connectors, the nightly refresh and the admin panel. Users already sit at the Starter figure of fifteen.
What was said
What this says
Current to 11 Oct 26Onboarding call on 17 Jan 2025. Callie Brennan walked Emma Haworth and Luke Oakes through the Salesforce and job-ticket connectors, the nightly refresh and the admin panel. Users already sit at the Starter figure of fifteen.
What happened: Callie switched on the Salesforce and job-ticket connectors and set the first refresh for that night. She showed Emma the admin panel as the named admin.
Customer view: Luke asked practical questions about load time, refresh and failure handling. Emma said the admin panel was clearer than she expected, so the tone was positive.
Commercial: Callie said the customer is at fifteen licensed users on Starter and pointed to the add-on for extra seats. Any new joiner is an add-on conversation.
Watch: Callie quoted a business day response on Starter. The evidence does not show the order form terms behind that, so check it against the executed paper.
Themes
Current to 9 Oct 26Theme
Starter onboarding, connectors live
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Callie Brennan to send the setup note with contact details after the first load.
- Emma Haworth to raise a ticket if the refresh looks odd.
Risks
Current to 9 Oct 26- Users are already at the Starter figure of fifteen, so any new joiner needs an add-on.
- The support response was quoted as a business day, which the evidence does not tie to the order form.
Opportunities
Current to 9 Oct 26- The add-on for extra seats is open as soon as more people need access.
Transcript
Callie Brennan NoneHi Emma, Luke, thanks for taking the time. Right, so today we're going to get your connectors live. I've got your Salesforce and job-ticket system credentials. Before we start, let me just walk you through the plan for the next hour.
Luke Oakes NoneMorning Callie. Sounds good. What do you need from us?- Callie Brennan NoneEmma, you're the admin, so I'm going to show you how to manage users and connectors. Luke, you're the champion, so I'll walk you through what the brain does once it's live. Sound good?
Emma Haworth NoneYep, that works.- Callie Brennan NoneRight. So we'll switch on the Salesforce connector first, then your job tickets. Before we switch on the refresh, I need to make sure all the mappings are clean. Once they're good, the first refresh runs tonight, and by tomorrow morning you'll have data in the brain.
- Luke Oakes NoneSo how long does the first load take?
- Callie Brennan NoneDepends on how much data you've got. Salesforce is usually quick, a couple of hours for a fresh account. Job tickets might be similar. By tomorrow at seven, it should all be there.
- Emma Haworth NoneAnd after that, how often does it refresh?
- Callie Brennan NoneEvery night. Complete refresh by seven in the morning. That maps cleanly, your team gets the latest data when they come in.
- Luke Oakes NoneWhat about if something breaks in the refresh? What's the process?
- Callie Brennan NoneUsually it's a connector issue. Salesforce changed something, or your job system changed a field. We monitor it, but if you see something odd, Emma just raises a ticket and we'll dig in. You're on Starter, so we respond within a business day.
- Emma Haworth NoneOkay. And users, how many can we have?
- Callie Brennan NoneStarter is fifteen. You're at fifteen licensed users. If you need more, we can add them, there's an add-on for extra seats.
- Luke Oakes NoneWhat can people actually do once it's live?
- Callie Brennan NoneYou can search in plain English...'show me all open jobs for this customer and their contract end date'. The brain pulls from Salesforce and job tickets and gives you one answer. You can also build pages, basic dashboards, no code needed.
- Emma Haworth NoneWho can build pages?
- Callie Brennan NoneAny of your fifteen users. But Emma, as admin, you can lock it down so people can only see pages they're supposed to. You manage permissions.
- Luke Oakes NoneAnd what's the support like?
- Callie Brennan NoneYou've got a check-in six months from now, so July. If you need help before that, you can raise a ticket. Response time is within a business day on Starter.
- Emma Haworth NoneOkay. How do I manage all this: users, pages, that sort of thing?
- Callie Brennan NoneI'll show you the admin panel now. It's pretty straightforward: you add or remove users, set permissions, check connector status. Let me screen-share.
- Callie Brennan NoneSo here's the users tab. You can see your fifteen. Add more by clicking here. The connectors tab shows Salesforce and job tickets, both running. And this is where you'd build and manage pages.
- Emma Haworth NoneAll right. That's clearer than I expected.
- Callie Brennan NoneGood. One thing, if your Salesforce admin changes a field or adds a mapping, just give us a heads-up. We'll update our end so the brain knows about it.
- Luke Oakes NoneWill we need to do anything when you're refreshing at night?
- Callie Brennan NoneNope. It just runs. You'll wake up with fresh data. If anything goes wrong, we'll flag it and Emma can check the admin panel to see what happened.
- Emma Haworth NoneBrilliant. So we're good to go?
- Callie Brennan NoneYeah. Let me just confirm your Salesforce and job-system access is live, yes, all good. So I'm going to switch on the refresh tonight. First load will be complete by seven tomorrow morning. I'll send you a setup note with all of this and contact details if you hit any snags.
- Luke Oakes NoneCheers, Callie. Really helpful.
- Emma Haworth NoneYep, thanks.
- Callie Brennan NoneThanks both. Speak soon.
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