Brinkerhof Distributie / BB-Demo – Onboarding
Callcompleted
Brinkerhof Distributie: documents · 2025-12-24 08:30
On the 24 Dec 2025 call, CRM and helpdesk are loading but accounting access waits on finance. Bas Kuijpers is the only admin, which Femke van Gestel called a risk. A first group of about six account managers is planned.
What was said
What this says
Current to 11 Oct 26On the 24 Dec 2025 call, CRM and helpdesk are loading but accounting access waits on finance. Bas Kuijpers is the only admin, which Femke van Gestel called a risk. A first group of about six account managers is planned.
What happened: Laura Penhaligon reviewed actions with Femke van Gestel and Bas Kuijpers. The CRM and helpdesk connections work, and the accounting request goes to finance after the holidays.
Customer view: Femke needs to be able to show that account managers use the brain. She plans a first group of about six, using their own installers as examples.
Watch: Bas is the only admin, and Femke called that a risk. A connection that kept timing out works now, and Laura will watch the nightly refresh.
Gap: Phone complaints held in a spreadsheet are invisible to the brain. Femke says she can change that habit, but not quickly.
Themes
Current to 9 Oct 26Theme
Admin cover and connectors
Importance
neutral
Sentiment
mixed
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Bas Kuijpers asks an IT colleague who knows the Snowflake side to become second admin, and Laura Penhaligon includes him in the walkthrough.
- Laura watches the nightly refresh for a few days, then closes the ticket with Bas if it stays quiet.
- Femke van Gestel names the first group of account managers ahead of the training.
Risks
Current to 9 Oct 26- Bas Kuijpers is the only admin, so an absence would leave nobody able to fix anything.
- The connection that timed out could recur during training, and the accounting connector waits on finance.
- Phone complaints kept in a spreadsheet are not visible to the brain.
Opportunities
Current to 9 Oct 26- A first group of about six account managers fits well within the 40 seats on Growth.
- Moving phone complaints into the helpdesk would put them next to orders in the brain.
Transcript
Laura Penhaligon NoneGood morning, Femke. Good morning, Bas. Can you both hear me all right?
Femke van Gestel NoneGood morning, Laura. Yes, loud and clear. Bas, you are on mute.
Bas Kuijpers NoneSorry, sorry. Morning. Can you hear me now?- Laura Penhaligon NonePerfect, yes. Thanks for making time this morning, I know it is a quiet week for most people. Hopefully you are not both in the office on your own.
- Femke van Gestel NoneAlmost. The warehouse is busy, the office is empty. So we have peace. Good. Let's make it practical. First, last time's actions. Laura, you were going to send the connector list. Did it arrive?
- Laura Penhaligon NoneIt did go out, yes, on the same afternoon. Bas, did you get a chance to look at it?
- Bas Kuijpers NoneI did. I have it open. For the CRM it is clear, I already have the service account. For the helpdesk also fine. The accounting system, that one I need to ask our finance team, because I do not control it myself.
- Femke van Gestel NoneSo that is an action for Bas, with finance. By when, Bas?
- Bas Kuijpers NoneRight after the holidays. Finance is out until then, I think. I will send the request today so it is waiting for them.
- Laura Penhaligon NoneThat works. The accounting connector is not on the critical path for the first stage anyway. What matters most is that the CRM and the helpdesk are loading, because that is what your account managers will see first.
- Femke van Gestel NoneYes. Orders, delivery complaints, credit queries. In one view, per installer. That is why we bought it. Do the account managers use it? That is the question I will get in March, so I need it to be yes.
- Laura Penhaligon NoneFair. At the moment I can see only a couple of people logging in on average, which is normal at this point, because we have not opened it up to the team yet. You have forty seats on Growth, so there is plenty of room.
- Femke van Gestel NoneYes. Forty. We will not fill them all at once. First group, maybe six account managers, the ones with the biggest installers.
- Laura Penhaligon NoneSensible. Smaller group, proper feedback, then widen. Can I ask, who picks them? You, or do the regional leads?
- Femke van Gestel NoneMe. Regional leads will complain, but I decide.
- Bas Kuijpers NoneCan I raise something about the tickets? We have two open from the last weeks, and one I marked as high priority.
- Laura Penhaligon NoneYes, I saw them. Is the high priority one the connection that kept timing out?
- Bas Kuijpers NoneThat one, yes. It works now, after the change on your side, but I want to be sure it does not come back. I do not want to find out in the middle of the training.
- Laura Penhaligon NoneUnderstood. What I will do is check the nightly refresh for the next few days and tell you plainly if anything looks stale. If it is quiet, we close the ticket together. Is that all right?
- Bas Kuijpers NoneYes, that is good. And the second ticket is only a how-to, about the permissions. I can close it myself, I think.
- Laura Penhaligon NoneActually that leads nicely into the next topic. Permissions and who is admin. Right now it is you, Bas, and I think nobody else?
- Bas Kuijpers NoneOnly me. Is that a problem?
- Femke van Gestel NoneIt is a risk. If Bas is ill, nobody can fix anything. We need a second admin. Bas, who in IT?
- Bas Kuijpers NoneA colleague in IT could do it, he knows the Snowflake side. I will ask him. The brain runs in our Snowflake account, so he has to understand it anyway.
- Laura Penhaligon NoneGood, I would really do that. I can include him in the admin walkthrough so he is not starting cold.
- Femke van Gestel NoneGood. Laura, what is the plan for the next weeks? Short version.
- Laura Penhaligon NoneShort version. One: Bas finishes the access for the accounting system with finance. Two: I watch the refresh and we close the ticket. Three: you name the first group of account managers. Four: after the new year we run a first training for that group, using your own installers as examples, not demo data.
- Femke van Gestel NoneTheir own installers. Yes. That works better. They want to see their own customers.
- Bas Kuijpers NoneOne question. The delivery complaints, where do they come from? Helpdesk only, or also the order system? Because some complaints come by phone and go in a spreadsheet.
- Laura Penhaligon NoneGood catch. Anything that is not in a connected system, the brain cannot see. If the phone complaints are in a spreadsheet, we should talk about whether it can live in the helpdesk, or be uploaded to a shared drive we connect. Let's not solve it today, but I will note it.
- Femke van Gestel NoneSpreadsheet is the account managers' habit. I can change habit. Not quickly, but I can.
- Laura Penhaligon NoneThen it is worth doing, because those complaints are probably the ones you most want to see next to the orders.
- Femke van Gestel NoneAgreed. Anything else, Bas? Otherwise we finish early and I drink coffee.
- Bas Kuijpers NoneNothing else from me.
- Laura Penhaligon NoneI will send the written plan with owners today. Bas, can you copy me in on the request to finance?
- Bas Kuijpers NoneWill do.
- Femke van Gestel NoneGood. Thank you, Laura. Fijne feestdagen to you both.
- Laura Penhaligon NoneAnd to you both. Enjoy the break. Speak soon.
Callsmade from