Greer Ocampo Staffing / BG-Demo – Discovery
Callcompleted
Greer Ocampo Staffing · 30 Jan 2026 16:15
Greer Ocampo Staffing described client data split across Salesforce, a timesheet tool, email and a finance system. Both attendees agreed to a demo on their own data. Price and tier were not discussed.
What was said
What this says
As at Fri 9 Oct 2026Greer Ocampo Staffing described client data split across Salesforce, a timesheet tool, email and a finance system. Both attendees agreed to a demo on their own data. Price and tier were not discussed.
What happened: In the 30 Jan 2026 discovery call, Brianna Ocampo and Wade Greer described moving between several systems to answer client questions. Jordan Pike explained B-Glass, and both agreed to a demo on their own Salesforce and timesheet data.
Customer view: Brianna said she spends about twenty percent of her day finding information. Wade said growth needs better visibility without hiring more admins.
Commercial: No tier, price or timeline was discussed. Wade has open questions on security and charging that Jordan offered to take separately, and the recorded calls that sit unused are a possible extra source.
Watch: Only two customer people were on the call. The evidence does not show who else would be involved in a buying decision.
Themes
As at Fri 9 Oct 2026Theme
System fragmentation, demo agreed
Importance
upsell
Sentiment
positive
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Jordan Pike to send demo dates the day after the call.
- Jordan to send an overview document and offer Wade a separate chat on security and charging.
- Run the hour-long demo on the customer's own Salesforce and timesheet data.
Risks
As at Fri 9 Oct 2026- No budget, tier, price or timeline was discussed, so commercial fit is untested.
- Wade Greer has unanswered questions on security and how BG-Demo charges.
Opportunities
As at Fri 9 Oct 2026- A new subscription to give a mid-size staffing firm one view across Salesforce, timesheets, email and finance.
- Unused call recordings could become a searchable source in the brain.
Transcript
Jordan PikeThanks for the time. Quick check, do we have thirty-nine minutes?
Wade GreerWe do. What's on your mind?- Jordan PikeI want to understand how you're running things today. Brianna, you're Client Services, what does a typical day look like for your team?
Brianna OcampoWe're fielding calls from about thirty-plus clients a day, managing placements, tracking hours, chasing invoices. It's a lot of moving between systems.- Jordan PikeSystems plural, what's in the mix?
- Brianna OcampoSalesforce for client records and opportunities, a timesheet tool for tracking hours, and email. Then we've got a separate finance system where invoices live.
- Jordan PikeSo the client info is in Salesforce, timesheets elsewhere, finance elsewhere. Do you ever need a full picture of a single client?
- Brianna OcampoAll the time. If a client calls upset about an invoice, I'm jumping between three systems to see what happened. It's inefficient.
- Wade GreerThat's the main pain, honestly. We're a mid-size firm, about a hundred staff. Bringing everything together would help.
- Jordan PikeA hundred staff. And how many customers are you managing?
- Wade GreerRight now, we've got maybe a hundred and fifty client relationships across light industrial and logistics staffing.
- Jordan PikeOkay. So you need visibility across client relationships, placements, financials. Are there calls recorded with clients?
- Brianna OcampoSome of them. We have a call recorder set up, but we don't really use the recordings for anything right now. They just sit there.
- Jordan PikeInteresting. If you could search a call history with a client, or pull up a transcript, that could add context to a conversation. Let me ask, when you're juggling all these systems, what's the biggest headache?
- Brianna OcampoTime. I spend maybe twenty percent of my day just finding information across systems.
- Wade GreerAnd that scales. If we want to grow, we need better visibility without hiring more admins.
- Jordan PikeRight. So the problem isn't technology per se, it's the fragmentation. You've got good systems, but they're not talking to each other.
- Brianna OcampoExactly.
- Jordan PikeOkay. So if I told you that you could ask a single question...'Show me all interactions with ABC client this month': and get back the CRM record, the timesheets, the calls, and any related emails, what would that be worth?
- Brianna OcampoThat would change the game for us.
- Wade GreerHow would that work?
- Jordan PikeWe build something called B-Glass, it's an AI layer that sits on top of all your systems. You ask it questions in plain English, and it pulls answers from Salesforce, your timesheet tool, email, finance, anything. No SQL. No switching tabs.
- Brianna OcampoAnd we'd own the data?
- Jordan PikeCompletely. It runs in your own Snowflake account. You control access, backups, everything. We don't see it.
- Wade GreerSecurity-wise, how does that work?
- Jordan PikeData lives inside your environment. We connect read-only to your systems during a nightly sync. No data ever leaves your account unless you want it to.
- Brianna OcampoI like that.
- Jordan PikeSo here's what I'm thinking, you've got a real problem with system fragmentation. The brain could solve that. What I'd like to do is set up a demo where we connect to your Salesforce and timesheet tool, pull some real data, and show you what a query would actually look like.
- Wade GreerI'm interested. What's the next step?
- Jordan PikeI'll send you a few dates next week for a demo. It's about an hour, and we'll use your data, so it'll be specific to you. Sound good?
- Brianna OcampoYes. I'm excited to see this.
- Jordan PikeGreat. I'll also send over a quick overview document so you've got the basics. And Wade, if you have any questions about security or how we charge, I'm happy to chat separately.
- Wade GreerAppreciate that. Let's do the demo.
- Jordan PikePerfect. I'll send dates tomorrow. Thanks for the time.
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