Saltia Hardware Distributors / BG-Demo – Kickoff
Callcompleted
Saltia Hardware Distributors · 10 Feb 2026 10:15
The 10 Feb 2026 kickoff set a four-week plan to connect Salesforce and Xero for Saltia Hardware Distributors. Riley Tran is the only admin, and the renewal date was confirmed as 5 Feb 2027.
What was said
What this says
As at Fri 9 Oct 2026The 10 Feb 2026 kickoff set a four-week plan to connect Salesforce and Xero for Saltia Hardware Distributors. Riley Tran is the only admin, and the renewal date was confirmed as 5 Feb 2027.
What happened: Laura Penhaligon set out the plan: read access to Salesforce and Xero in week one, then stores, deliveries and credit data, a first dashboard and fifteen users in week two, then training.
Customer view: Jacinta Hoad was keen to start and asked what happens if a connector fails. Daniel Okafor answered four business hours first response.
Commercial: Daniel confirmed the renewal date as 5 Feb 2027, a year from signing. That date is booked, not held.
Watch: Riley is the sole admin, a single point of dependency. Go-live timing was muddled: Daniel said live by end of the week, yet the plan runs four weeks.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Riley Tran to return the system access checklist from Laura Penhaligon by end of the week.
- Daniel Okafor to hold a first-week usage check-in with Jacinta Hoad and Riley Tran once live.
Risks
As at Fri 9 Oct 2026- Riley Tran is the only admin, so one departure or absence would leave the brain without an administrator.
- Go-live timing was unclear: the plan runs four weeks while Daniel Okafor said live by end of the week.
Opportunities
As at Fri 9 Oct 2026- Laura Penhaligon said another admin can be added, which would reduce key-person risk and deepen adoption.
- Three data sets from two connectors and a first dashboard give the team early value to build on before the 5 Feb 2027 renewal.
Transcript
Laura PenhaligonRight, good morning Jacinta, Riley. Thanks for joining. I'm Laura, the implementation consultant running your project, and Daniel here is your customer success manager. How are you both?
Jacinta HoadWe're good, excited to get started. Riley's been prepping some of the data for us.
Riley TranYeah, just making sure our systems are accessible.
Daniel OkaforThat's great. This first week is about getting the foundations right. Laura will walk you through what data sources we'll bring in, then we'll map out the four weeks.- Laura PenhaligonExactly. From what we discussed, you've got a Salesforce instance where you track customer accounts, yes?
- Jacinta HoadThat's right. All our retailers, every store we supply to. We've also got delivery notes in there.
- Laura PenhaligonPerfect. And separately you've got an accounting system?
- Riley TranXero. That's where the credit side lives.
- Laura PenhaligonBrilliant. Week one is us getting read access to Salesforce and Xero, setting up the connectors, and pulling in those three data sets: stores, deliveries, credit. Week two we set up your first dashboard and bring in fifteen users from your team. Weeks three and four are training and fine-tuning, then you're live by end of the week.
- Jacinta HoadWe signed on 5 February, so that can't be when we go live.
- Daniel OkaforSorry, that's the renewal date. You're live this week, by end of the week. The renewal date is 5 February 2027, a year from when you signed.
- Riley TranAnd we'll both be admins?
- Laura PenhaligonRiley will be the admin. You can add another if you want, but to start, just Riley. Jacinta and your team will be users. Riley gets admin training from me, Jacinta gets end-user training.
- Jacinta HoadWhat happens if something breaks? If a connector fails?
- Daniel OkaforThat's what I'm here for. You've got four business hours first response on any issue. Before we go live, I'll give you both my contact details.
- Laura PenhaligonRiley, I'll send you a checklist today with all the system access we need. Can you get that back by end of week?
- Riley TranYeah, no problem.
- Laura PenhaligonAnd Jacinta, I'll send you a brief for your team on what the brain does for them.
- Daniel OkaforOnce we're live, I'll jump on a check-in with you both to run through your first week of usage. How does that sound?
- Jacinta HoadGood. We're ready.
- Daniel OkaforBrilliant. Thanks both. I'll speak to you very soon.