Lindqvarn Retail / BB-Demo – Training
Callcompleted
Lindqvarn Retail · 2025-08-28 11:45
Hamza Akhtar ran a training session for Linnea Holm and Johan Berglund. Both were engaged; Johan built his Monday trading page and Linnea plans group-by-group rollout. Usage is a small part of the 150 licensed users.
What was said
What this says
Current to 14 Oct 26Hamza Akhtar ran a training session for Linnea Holm and Johan Berglund. Both were engaged; Johan built his Monday trading page and Linnea plans group-by-group rollout. Usage is a small part of the 150 licensed users.
What happened: Hamza took Linnea and Johan through chat, search, pages and the dashboards builder using Lindqvarn Retail's own data. Johan built a weekly trading page live and asked for the steps to run a session for his team.
Customer view: Johan said the page "would save me every Monday morning" in effect, and that a follow-up question answered one his director had asked with no clean answer. Linnea is nervous about building a dashboard anyone trusts, but wants service and e-commerce first, then store operations.
Commercial: Hamza said the customer is on Enterprise with 150 user licences and currently uses a small part of that. Growth in users across new groups is the adoption path; SSO and provisioning are already set up by their IT team.
Watch: Linnea is the main admin and the likely dashboard owner. Hamza said Marcus will pick up check-ins, so the hand-over of adoption follow-up matters.
Themes
Current to 9 Oct 26Theme
Training and adoption rollout
Importance
upsell
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Hamza to send written steps, example questions by role and the permissions section after the call.
- Marcus to pick up adoption check-ins and support the first team session Johan offered to run.
Risks
Current to 9 Oct 26- Linnea is nervous about building a dashboard others will trust, which could slow shared dashboards.
- Use is a small part of the 150 licensed users, so value depends on rollout beyond the first teams.
Opportunities
Current to 9 Oct 26- Run a short session for each group, starting with Johan's e-commerce team, then service and store operations.
- Dashboards built by Linnea would show the customer investing in the brain.
Transcript
Hamza Akhtar NoneMorning, Linnea. Morning, Johan. Can you both hear me all right?
Linnea Holm NoneYes, loud and clear. Good morning, Hamza.
Johan Berglund NoneMorning. Sorry, I'm just getting my camera to behave. There. Hello.- Hamza Akhtar NoneNo problem at all. How's the week been? It's nearly the end of August, so I imagine the autumn ranges are keeping you busy.
- Johan Berglund NoneBusy is the word. Autumn homeware is always a scramble, and half the stores are changing their displays. We have a lot of feedback coming in.
- Linnea Holm NoneWhich is partly why we wanted this session. People keep asking me how to get at it, and I would rather they asked the brain than asked me.
- Hamza Akhtar NoneThat's exactly the right way round. So the plan for the hour or so is this. I'll start with asking questions in chat and how to phrase them, then search, then pages, and we'll finish on the dashboards builder. Linnea, I'll leave some time at the end for admin bits. Does that suit?
- Linnea Holm NoneThat suits. Johan is the main person who wants the e-commerce side, so maybe spend a bit longer there.
- Johan Berglund NoneYes please. I mostly want to know whether I can see what customers say in service next to what they do on the site.
- Hamza Akhtar NoneYou can. Let me share my screen, and I'll use your own data so it means something. Can you see the chat window?
- Johan Berglund NoneYes, I see it.
- Hamza Akhtar NoneRight. First tip: ask it like you'd ask a colleague, and be specific about the segment and the time window. So, something like, what are customers in the family furniture segment complaining about most in the last month.
- Hamza Akhtar NoneGive it a moment. It's reading across the service conversations, the web orders and the store feedback together.
- Johan Berglund NoneOh, that's quick. Delivery windows, and assembly instructions. That matches what I hear, to be honest.
- Linnea Holm NoneCan you click into the assembly one? I want to see where it got that from.
- Hamza Akhtar NoneYes, and that's the second tip. Always open the sources. Each answer carries its references, so you can check it rather than trust it. Here, store feedback forms and some service tickets.
- Johan Berglund NoneCan I ask a follow-up, or does it start again?
- Hamza Akhtar NoneFollow-ups work, it keeps the thread. Try it. Ask it which of those customers also bought online.
- Johan Berglund NoneOkay. Right. So that's a smaller group, but they're the ones with the higher baskets. Interesting. That's actually the question my director asked me last week and I had no clean answer.
- Hamza Akhtar NoneGood, so that one is worth saving. If you press the pin icon you can keep it as a page, and I'll show you pages in a minute. First, search, because people confuse the two.
- Hamza Akhtar NoneSearch is for finding a thing. Chat is for asking a question about many things. If you know there's a document or a ticket, use search. If you want a pattern, use chat.
- Linnea Holm NoneThat's a useful way to put it. I'll steal that for the internal note.
- Linnea Holm NoneCan I ask about people who shouldn't see everything? Customer service has some sensitive notes.
- Hamza Akhtar NoneYes. Permissions follow the source systems and your groups. As an admin you set which groups see which connectors. Since you're on Enterprise you also have single sign-on and automated user provisioning, so leavers drop off without anyone touching it.
- Linnea Holm NoneGood. Our IT team set up the sign-on already, and the provisioning is the bit I wanted to be sure about.
- Hamza Akhtar NoneI'll show you where to check it when we get to the admin screen. Let's do pages first. I'll build one live.
- Hamza Akhtar NoneSo that's a page: a title, a question that refreshes, a short note on why it matters. You can share it with a group. Johan, if you made one for your weekly trading meeting, it would update itself overnight.
- Johan Berglund NoneThat alone would save me every Monday morning. I currently paste things into slides.
- Hamza Akhtar NoneThen let's make that your first one. Tell me what you put in the Monday slide.
- Johan Berglund NoneConversion on the main categories, the top service complaints, and a line on store feedback by region. Oh, and anything that spiked.
- Hamza Akhtar NoneFine. I'll add each as a question and we'll see how it lays out.
- Johan Berglund NoneYeah, that looks almost exactly like my slide. Can I change the order?
- Hamza Akhtar NoneDrag them, yes. Go ahead and do it yourself, I'll stay quiet.
- Johan Berglund NoneDone. That was easier than I thought.
- Hamza Akhtar NoneGood. Now the dashboards builder. It's for charts you want to keep an eye on, not just text. Linnea, you'll probably be the one who makes the shared ones.
- Linnea Holm NoneProbably. I'm a bit nervous, I'll be honest. I've never built a dashboard that anyone trusted.
- Hamza Akhtar NoneThat's a fair worry, and it's why every chart in here shows its source. Let's build a small one together and then you can break it safely.
- Linnea Holm NoneSo if the connector stops loading, I'd see it here, on the data freshness line?
- Hamza Akhtar NoneYes, that's the admin view. The nightly refresh should complete before seven in the morning your time on business days. If it doesn't, you'll see it flagged. And if you raise a ticket, quote the connector name, it makes it quicker.
- Linnea Holm NoneRight. The ticket we raised last week was about one of those, and it was sorted quickly, so I'm happy.
- Hamza Akhtar NoneGood to hear. Let me show you the user screen now. You have licences for one hundred and fifty users, and right now you're using a small part of that.
- Linnea Holm NoneYes, and that's the plan. We started with a few teams. I want service and e-commerce first, then store operations.
- Hamza Akhtar NoneSensible. My suggestion is to run a short session like this for each group rather than a big launch. People learn from seeing their own questions answered.
- Johan Berglund NoneI'd do the first one for my team, if you can send me what you showed me today. The pinned question and the page.
- Hamza Akhtar NoneI'll write up the steps and send them after the call, with a short list of example questions by role.
- Linnea Holm NoneCould you also put in the permissions part? I will forward it to our IT team.
- Hamza Akhtar NoneYes, I'll include that. Anything else before we wrap up? Anything that confused you?
- Johan Berglund NoneOnly the difference between a saved question and a page. I think I've got it now: one is a single answer, the other is a set.
- Hamza Akhtar NoneExactly that. Linnea?
- Linnea Holm NoneNo, I think I'm good. It's been really useful. I'll tell Tom and Marcus it went well, if that's right to pass on.
- Hamza Akhtar NonePlease do. Marcus will pick up the check-ins from here, so ask him for anything on adoption. Right, I'll let you go. Thanks both.
- Johan Berglund NoneThanks Hamza, speak soon.
- Linnea Holm NoneCheers, bye.
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