Vantrell Software / BG-Demo – Training
Callcompleted
Vantrell Software · 12 Aug 2024 15:45
Callie Brennan trained Dan Dyson's sales team on search and chat a week after go-live. Dan was pleased and wants saved pages later. A dashboard builder session was promised in a couple of weeks.
What was said
What this says
As at Fri 9 Oct 2026Callie Brennan trained Dan Dyson's sales team on search and chat a week after go-live. Dan was pleased and wants saved pages later. A dashboard builder session was promised in a couple of weeks.
What happened: Callie ran a 90 minute training session for the sales team on the query interface, using Vantrell's live Salesforce, Zendesk and Xero data. Dan asked about industry search, unclear queries and saving pages.
Customer view: Dan said the team was clear and reacted warmly to the speed of results. He saw direct use for outreach and for the CSM team viewing tickets against accounts.
Commercial: This is early adoption, with no price or renewal talk. The dashboard builder and pages workshop is the natural next engagement step.
Watch: The follow-up depends on BG-Demo sending the cheat sheet and pages guide and booking the second session.
Themes
As at Fri 9 Oct 2026Theme
Sales team onboarding training
Importance
praise
Sentiment
positive
Voice
user
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Callie Brennan to send the cheat sheet and the guide on building pages.
- Callie Brennan to book the dashboard builder session with Dan Dyson.
Risks
As at Fri 9 Oct 2026- Adoption could stall if the promised pages workshop and cheat sheet are not delivered.
Opportunities
As at Fri 9 Oct 2026- A pages and dashboard builder workshop for the sales and CSM teams could deepen use.
Transcript
Callie BrennanHi Dan, how are you? Good to connect. This is the training session for your sales team, right?
Dan DysonYeah, that's right. We've had the brain live for about a week now and I want to get the team comfortable with asking questions.- Callie BrennanPerfect. So what I'll do is walk through the query interface, show you how to search across your Salesforce and support data together, and then we'll do a few worked examples with your actual data. Sound OK?
- Dan DysonGreat. My team is on the call as well, I've got everyone here.
- Callie BrennanExcellent. Right, so the brain sits on top of your Salesforce, your Zendesk tickets, and Xero. Everything is joined by customer, so if you ask it 'show me all accounts with open support tickets', it pulls from both systems.
- Dan DysonOK, that's what we want. Our CSM team especially will want to see tickets against accounts.
- Callie BrennanExactly. So the interface has three main sections: search, where you just type in natural language; pages, which are custom reports you build; and chat, where you have a back-and-forth with the brain. Let me show you search first. I'll grab your live environment and we'll do a real example.
- Dan DysonCan we search for customers by industry?
- Callie BrennanYes. You can search by anything that's in your Salesforce: industry, region, account size, anything. And you can also search by customer health, which the brain works out by combining support ticket volume with product usage. So you could ask 'show me all large accounts in London with more than five open tickets in the last month'.
- Dan DysonThat's really useful for our outreach team.
- Callie BrennanExactly. Let me walk through a few examples with your actual data and then you can have a go. I'll type in a query and show you what the brain returns.
- Dan DysonWhat happens if the brain doesn't understand something we ask?
- Callie BrennanIt will tell you. It says 'I'm not sure' and asks you to clarify. So if you ask something ambiguous, you just rephrase it and try again. The interface is very forgiving. And if you keep getting stuck on something, that's what the chat function is for, you can have a real back-and-forth with the brain until you get what you need.
- Dan DysonGood to know.
- Callie BrennanNow, pages are where you get more advanced. You can build custom dashboards and save searches, so your team has one place to look for the data they need every day. That's usually something you set up after you've got comfortable with the search function.
- Dan DysonWhen does that come in?
- Callie BrennanA couple of weeks in, once the team is used to asking questions. We can run a pages workshop then. For now, focus on search and getting the team confident with natural language queries. Any questions?
- Dan DysonI don't think so. I think my team are clear. Can we just do a couple of live examples?
- Callie BrennanOf course. Let me search for accounts in London with more than two open support tickets. Watch what comes back.
- Dan DysonWow, that was instant.
- Callie BrennanYeah, it's quick. Now let me try a different one...'show me all accounts that haven't had a support ticket in the last three months'. That's useful for spotting customers who might be using less.
- Dan DysonPerfect. And we can build pages that save these queries?
- Callie BrennanExactly. Once you've got a query you like, you can save it as a page and put it on your dashboard. That's a second step, but it means you don't have to type the same thing every day.
- Dan DysonGreat. I think that's everything my team needs for now.
- Callie BrennanBrilliant. I'll send over a cheat sheet with some example queries that work well for sales teams, and the guide on how to build pages. In a couple of weeks, once you've had time to play with it, we can do another session on the dashboard builder. Sound good?
- Dan DysonPerfect. Thanks, Callie.
- Callie BrennanYou're welcome. Cheers, Dan. Speak soon.
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