Kilcolgan Payments / BG-Demo – Onboarding
Callcompleted
Kilcolgan Payments · 16 Sep 2025 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
As at Fri 9 Oct 2026On 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
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- 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
As at Fri 9 Oct 2026- A changed credential would stop a connector until the customer updates it and BG-Demo restarts it.
- Eoin Hegarty is the only customer person in the technical setup, so a gap in his availability would delay connectors.
Opportunities
As at Fri 9 Oct 2026- 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 PenhaligonHi Eoin. You all set? Screen share ready?
Eoin HegartyYep, pulling it up now. So we're starting with the CRM?- Laura PenhaligonYeah, let's do that first. I've got the CRM config in front of me. I'll need those API keys you mentioned.
- Eoin HegartyI've got them here. Should I paste them into the document or send them separately?
- Laura PenhaligonThrough 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 HegartyRight, 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 PenhaligonGood 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 HegartyOkay, that's quick. And if something breaks, like if someone changes the credentials, what happens?
- Laura PenhaligonYou get an alert, and the connector stops. You'd just update the credentials and we restart it. Pretty straightforward.
- Eoin HegartyGot it. Credentials are in the sheet now.
- Laura PenhaligonBrilliant. 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 HegartyBallpark? Five thousand clients, maybe another three thousand opportunities. So call it eight thousand records to start.
- Laura PenhaligonGood, 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 HegartySo 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 PenhaligonAbsolutely. 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 HegartyNice. And who can they ask questions to in the meantime? Between now and the training?
- Laura PenhaligonDaniel'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 HegartyGood to know. So next week we do the helpdesk?
- Laura PenhaligonYep. 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 HegartyAnd then we're done?
- Laura PenhaligonThen 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 HegartySounds good. Thanks, Laura.
- Laura PenhaligonCheers, Eoin. Speak soon.