Ellerby Dental Group / BB-Demo – Onboarding
Callcompleted
Ellerby Dental Group: documents · 2025-05-23 15:30
Onboarding check-in for Ellerby Dental Group. The helpdesk connector is live and loading smoothly. The CRM connector goes live the next day. First users are exploring; training is pencilled for mid-June.
What was said
What this says
Current to 11 Oct 26Onboarding check-in for Ellerby Dental Group. The helpdesk connector is live and loading smoothly. The CRM connector goes live the next day. First users are exploring; training is pencilled for mid-June.
What happened: Laura Penhaligon confirmed the helpdesk connector is live and Megan Statham saw tickets loading with no sync issues. The CRM connector is due to go live the following day, with indexing taking longer because of volume.
Customer view: Rebecca Oakes has tried the brain and invited the first couple of team members. They have a few questions on search but nothing major.
Commercial: Rebecca asked for training in mid-June to give the team time to settle. Adoption is at an early stage, so the training session is the main lever for usage.
Watch: Only a couple of users are in so far. The evidence does not show a training date has been fixed.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Laura Penhaligon to take the CRM connector live and email Rebecca Oakes once done.
- Laura Penhaligon to send mid-June dates for the training session.
Risks
Current to 9 Oct 26- Only a couple of users are invited so far, so early adoption is thin until training.
Opportunities
Current to 9 Oct 26- Mid-June training can widen use once the CRM data is flowing.
Transcript
Laura Penhaligon NoneHi Rebecca, Megan. Good to see you both again. How's the week been?
Rebecca Oakes NoneGood, thanks. Getting there.- Laura Penhaligon NoneSo I've got the helpdesk connector live as promised. Did you see data starting to come through?
Megan Statham NoneYeah, we checked the brain and there's definitely data there. It's pulling the tickets in.- Laura Penhaligon NoneExcellent. Any issues with the sync or anything weird you noticed?
- Megan Statham NoneNo, seems smooth. The records are loading.
- Laura Penhaligon NoneGreat. Right, so the next phase is bringing in the CRM. I've already got the authentication set up on my end. If you can confirm, Megan, that IT hasn't changed anything on your system, I'll flip that connector live tomorrow.
- Megan Statham NoneNo changes. Should be good to go.
- Laura Penhaligon NonePerfect. CRM will take a bit longer to index because of the volume, but you should see results by early next week. Rebecca, on the user side, have you managed to get anyone in yet?
- Rebecca Oakes NoneYeah, I've had a play around. And we invited the first couple from the team. They're just starting to explore.
- Laura Penhaligon NoneBrilliant. And are they asking questions, or does everything seem intuitive so far?
- Rebecca Oakes NoneA few questions about how to search and where things are, but nothing major. I think they'll get the hang of it pretty quickly.
- Laura Penhaligon NoneThat's good. It's a bit of a learning curve at first. Tell you what, once the CRM's live and we've got a week of data flowing, let's schedule a proper training session where I walk you all through the searching, the dashboards, all that. Maybe next week or the week after?
- Rebecca Oakes NoneYeah, that would be helpful. Mid-June might work better, give us time to settle.
- Laura Penhaligon NoneFair enough. I'll send you some dates mid-June and we can find a slot that works. Anything else I should know about, any technical issues, data concerns?
- Megan Statham NoneNot really. It seems like it's running well so far.
- Laura Penhaligon NoneOkay, I'm going to get the CRM live tomorrow and I'll send you a quick email once it's done. Then we'll plan that training session. Sound good?
- Rebecca Oakes NoneSounds good.
- Laura Penhaligon NoneCheers, both. Speak soon.
- Rebecca Oakes NoneThanks, Laura.
- Megan Statham NoneCheers.