Pelton Grange Care / BG-Demo – Demo
Callcompleted
Pelton Grange Care · 23 Jun 2025 12:30
Technical follow-up demo on 23 Jun 2025. Pelton Grange Care probed connectors, Snowflake data control, access and what happens if Xero changes. Lindsay Pallister asked when they could move forward; the order form was to be sent.
What was said
What this says
As at Fri 9 Oct 2026Technical follow-up demo on 23 Jun 2025. Pelton Grange Care probed connectors, Snowflake data control, access and what happens if Xero changes. Lindsay Pallister asked when they could move forward; the order form was to be sent.
What happened: Hannah Lowe and Lewis Kerr walked Lindsay Pallister and Stephanie Lowes through connector setup on 23 Jun 2025. The talk covered Snowflake, permissions, training and support.
Customer view: Stephanie stressed the sensitivity of family and care data. Lindsay asked what happens if the Xero connector breaks and was told it would usually be fixed within a day.
Commercial: Lindsay asked when they could move forward. Lewis restated 40 users, 8 connectors, £12k implementation and £44k annual, and Stephanie said they would review and reply.
Watch: The evidence does not show a signature or a decision date. The fix-within-a-day line is now an expectation to meet.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Lewis Kerr to send the order form to Lindsay Pallister and Stephanie Lowes, as promised on the call.
- Stephanie Lowes to review the order form and reply to Lewis.
Risks
As at Fri 9 Oct 2026- A broken Xero connector was raised as a worry, and the customer now expects a fix within about a day.
- The customer's team is not very technical, so training during implementation matters.
Opportunities
As at Fri 9 Oct 2026- Growth leaves several connectors free, so further systems could be added later.
- Premium support was mentioned again as an add-on.
Transcript
Lewis KerrMorning, Lindsay, Stephanie. Thanks for squeezing this in. Hannah's here to walk through the architecture and connector setup in more detail.
Hannah LoweHi both. I wanted to make sure we're clear on how this would sit in your systems. You mentioned CRM, helpdesk and accounting. I'd like to understand those data structures a bit better.
Stephanie LowesWe use the standard systems: our CRM for family data, ticketing system for incidents, and Xero for invoices. All in the cloud.- Hannah LoweGood. So what we'd do is build connectors for each. The CRM connector pulls your contact records and any related fields. The helpdesk connector gets incidents, dates, status. Xero connector gets invoice records. Each one runs nightly, so by 07:00 every morning your data is fresh.
Lindsay PallisterHow long does a nightly sync take?- Hannah LoweUsually under an hour for data your size. You wouldn't notice it happening. And if there's an issue, say a connector fails, we get an alert and fix it the next business day.
- Stephanie LowesWhat if we want to add a new system later?
- Hannah LoweGrowth includes eight connectors. You'd use, say, three for CRM, helpdesk, accounting. That leaves five free. Add them anytime.
- Lewis KerrAdditional connectors are available as an add-on too, if you ever need more than eight.
- Hannah LoweThe brain itself lives in your Snowflake. You give us a service account and we set everything up. Your data never leaves Snowflake, never leaves your account. We can't see it.
- Stephanie LowesThat's important for us. We have a lot of sensitive family and care information.
- Hannah LoweUnderstood. That's exactly why we work this way. You own the data, you own the Snowflake account, we just run the queries. And you can revoke our access anytime.
- Lindsay PallisterHow do we control who sees what?
- Hannah LoweYou set user roles and permissions inside the brain. You could restrict one team to their own homes' data, or give someone access to everything.
- Lewis KerrSo finance sees all invoices, operations sees incidents and contacts for their regions. You set the rules.
- Stephanie LowesAnd if someone leaves, we can just remove them?
- Hannah LoweYes. Remove them from the brain and they're gone. No lingering access.
- Lindsay PallisterWhat about training? Will people need to know SQL or anything?
- Hannah LoweNo SQL required. The interface is search and dashboard builder. You type questions in plain English and it translates. For example...'show me all invoices overdue in Sunderland homes', and it brings back the rows.
- Stephanie LowesThat's good. Our team isn't super technical.
- Lewis KerrWe'd also run training during implementation. One of our consultants would spend time with your team, walk them through the interface, show them how to build dashboards.
- Hannah LoweAnd we're here for questions. Standard support, one business hour response. If you need something faster, there's premium support as an add-on.
- Lindsay PallisterI have one more question. If Xero changes and the connector breaks, what happens?
- Hannah LoweWe'd notice it, fix it, and let you know. Usually within a day. Once we fix it, the next sync pulls the data again. You're not stuck.
- Stephanie LowesAnd the implementation timeline, eight weeks, you said?
- Lewis KerrEight weeks from signature. We'd have you live before the end of summer.
- Lindsay PallisterOK. I think I have a much clearer picture now. When can we move forward?
- Lewis KerrI'll send the order form. It's forty users, eight connectors, twelve thousand implementation and forty-four thousand annual. Once signed, we get rolling straight away.
- Stephanie LowesSounds good. We'll review and get back to you.
- Hannah LoweGreat. Any other questions before we finish?
- Lindsay PallisterNot from me.
- Lewis KerrExcellent. I'll send the docs over today. Cheers, both.
- Hannah LoweThanks for your time.