Tilden Marsh Logistics / BG-Demo – Onboarding
Callcompleted
Tilden Marsh Logistics · 19 Mar 2026 14:15
Onboarding check-in on 19 Mar 2026. Salesforce is sorted, but accounting and call recorder credentials are still pending. Real data is not flowing, so users cannot yet see value. Training is pencilled for early to mid-April.
What was said
What this says
As at Fri 9 Oct 2026Onboarding check-in on 19 Mar 2026. Salesforce is sorted, but accounting and call recorder credentials are still pending. Real data is not flowing, so users cannot yet see value. Training is pencilled for early to mid-April.
What happened: Hamza Akhtar checked connector progress with Angela Kowalski and Brittany Hayes. Salesforce credentials are in and Hamza will build that connector this week, while accounting and the call recorder wait on third parties.
Customer view: Angela said a couple of customer service reps have logged in, but without real data it is hard to show value at this stage. The customer is waiting on vendors, not raising a complaint.
Commercial: The 40 users are the included Growth number, and adoption depends on real data arriving. The late April go-live is the date to protect.
Watch: The call recorder vendor is slow to respond and Angela offered to chase them. Any slip pushes training and go-live back.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Hamza Akhtar to build the Salesforce connector and send a sync report early next week.
- Brittany Hayes to send the call recorder vendor contact to Angela Kowalski, who will chase them.
- Customer to push finance for the accounting system credentials.
Risks
As at Fri 9 Oct 2026- The call recorder vendor is slow to respond, which could delay training and the late April go-live.
- Accounting system credentials are still waiting on the customer's finance team.
- Without real data flowing, users cannot see value yet.
Opportunities
As at Fri 9 Oct 2026- Once connectors are live, the 40 users can be brought on board and show the value of the brain.
Transcript
Hamza AkhtarHi folks. Hamza here, just a quick check-in on where we are with the connectors.
Brittany HayesHi Hamza. Yeah, we've made some progress. Got the Salesforce one sorted, and we're waiting on finance for the accounting system.- Hamza AkhtarOkay, good. Salesforce credentials are in? And accounting, have they said when they'll come back?
- Brittany HayesHopefully by end of week. The call recorder vendor's been a bit slow to respond, so that's still pending too.
- Hamza AkhtarRight. I'll go ahead and build the Salesforce connector, usually takes me three or four days. While I'm doing that, can you chase the call recorder vendor? Sometimes they need a bit of a push.
Angela KowalskiI can make a call if that helps. Who should I reach out to?- Brittany HayesI'll send you the contact. They're usually pretty good once you get them on the phone.
- Hamza AkhtarBrilliant. Angela, if you can nudge them, that'd be really helpful. The quicker we get those credentials, the quicker I can have something for you to test. How's your team getting on?
- Angela KowalskiA couple of our customer service reps have logged in and had a play around. They're finding their way, but we haven't got the real data flowing yet, so it's hard to show value at this stage.
- Hamza AkhtarYeah, that makes sense. Once the connectors are live and we've got your real data in there, they'll see the power of it pretty quickly. That's when the 40 users can really get on board.
- Brittany HayesIs there anything we should be doing in the meantime?
- Hamza AkhtarJust keep pushing on those system credentials. I'll get Salesforce built this week. Once accounting and the call recorder are in, I can move fast on those two. Then we'll be in a place to do a proper test and validation before training.
- Angela KowalskiWhen do you think training would be?
- Hamza AkhtarIf we get everything in by end of next week, I'd be looking at early to mid-April for training. Still aiming for that late April go-live we talked about.
- Brittany HayesOkay, we'll keep the pressure on those vendors.
- Hamza AkhtarI'll have the Salesforce connector ready by early next week, I'll send you a report with what's synced, any issues, and what I need you to check.
- Angela KowalskiWill do. Anyone on your side we need to talk to about the call recorder side of things?
- Hamza AkhtarNot really, I can handle it once you've got the access. If there are any technical blockers on their end, I can troubleshoot, but usually it's just a case of flipping a switch in their system.
- Brittany HayesGood to know. I'll send you the vendor contact today.
- Hamza AkhtarPerfect. Anything else before I let you go?
- Angela KowalskiI don't think so. We'll chase those vendors and get back to you.
- Hamza AkhtarBrilliant. I'll send that Salesforce report early next week. Cheers, all.