Kilcolgan Payments / BB-Demo – Onboarding
Callcompleted
Kilcolgan Payments · 2025-09-16 09:15
On 16 Sep 2025 Laura Penhaligon and Eoin Hegarty connected the CRM and started the first sync. Eoin expects about eight thousand records and plans to demo to the team before all four connectors are live.
What was said
What this says
Current to 13 Oct 26On 16 Sep 2025 Laura Penhaligon and Eoin Hegarty connected the CRM and started the first sync. Eoin expects about eight thousand records and plans to demo to the team before all four connectors are live.
What happened: Eoin supplied the CRM API keys through a secure sheet and Laura started the first sync. He estimated about eight thousand records, made up of five thousand clients and three thousand opportunities.
Customer view: Eoin asked how fast data becomes searchable, what happens if credentials change, and whether he can demo to the team early. He is engaged and practical, and wants to show colleagues something this week.
Commercial: The helpdesk follows next week and the finance tool the week after, which would make four connectors live. Eoin's early demo supports the adoption concern Clodagh Fitzgerald raised at kickoff.
Watch: Laura said a connector stops and alerts if credentials change. Eoin is the only customer person on this call.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Laura Penhaligon to send Eoin the helpdesk config sheet by end of day the following day.
- Eoin to run a search on the CRM data the next morning and show the team examples.
- Laura and Eoin to connect the finance tool the week after the helpdesk.
Risks
Current to 9 Oct 26- A changed credential would stop a connector until the customer updates it and BB-Demo restarts it.
- Eoin Hegarty is the only customer person in the technical setup, so a gap in his availability would delay connectors.
Opportunities
Current to 9 Oct 26- Eoin's early internal demo could build team interest before the October training.
- Helpdesk and finance connectors would deepen the customer's use of the brain.
Transcript
Laura Penhaligon NoneHi Eoin. You all set? Screen share ready?
Eoin Hegarty NoneYep, pulling it up now. So we're starting with the CRM?- Laura Penhaligon NoneYeah, let's do that first. I've got the CRM config in front of me. I'll need those API keys you mentioned.
- Eoin Hegarty NoneI've got them here. Should I paste them into the document or send them separately?
- Laura Penhaligon NoneThrough the secure sheet I set up would be better. Once I've got those, I can plug them in and we should see data flowing by the end of this call.
- Eoin Hegarty NoneRight, I'll pop them in. Actually, quick question, once the data's coming in, how long does it take to become searchable in the brain?
- Laura Penhaligon NoneGood question. So the connectors run nightly. You'll do a first manual sync today once we're done, and then from tomorrow night, every evening we pull in the latest records. You should be able to search everything by morning.
- Eoin Hegarty NoneOkay, that's quick. And if something breaks, like if someone changes the credentials, what happens?
- Laura Penhaligon NoneYou get an alert, and the connector stops. You'd just update the credentials and we restart it. Pretty straightforward.
- Eoin Hegarty NoneGot it. Credentials are in the sheet now.
- Laura Penhaligon NoneBrilliant. I'm loading them… and in. Okay, first sync running. We should have records come through in a moment. How many records do you think we're looking at in the CRM?
- Eoin Hegarty NoneBallpark? Five thousand clients, maybe another three thousand opportunities. So call it eight thousand records to start.
- Laura Penhaligon NoneGood, that's a healthy size. Nothing that should cause any issues. Right, let me show you the dashboard side of things. Once the data's in, your users can build dashboards, or they can just search. Let me flip to the interface.
- Eoin Hegarty NoneSo will I be able to show the team something this week? Like, can I demo it to them before we've got all four connectors live?
- Laura Penhaligon NoneAbsolutely. Once this CRM data is live tomorrow morning, you can fire up the app, run a search, show them a few examples. That's actually really smart, it preps them for the training session.
- Eoin Hegarty NoneNice. And who can they ask questions to in the meantime? Between now and the training?
- Laura Penhaligon NoneDaniel's your contact for that. He'll be checking in with you weekly, and Clodagh as well. Or you can email me directly. I'll be pretty hands-on until we're live.
- Eoin Hegarty NoneGood to know. So next week we do the helpdesk?
- Laura Penhaligon NoneYep. Same process. I'll send you the config sheet for that by end of day tomorrow. We'll take another hour, get you live. Then the week after, we do the finance tool.
- Eoin Hegarty NoneAnd then we're done?
- Laura Penhaligon NoneThen you've got all four connectors live and you're in testing mode. You and Clodagh can start playing around, asking questions, and we'll be on hand to help. Sound good?
- Eoin Hegarty NoneSounds good. Thanks, Laura.
- Laura Penhaligon NoneCheers, Eoin. Speak soon.