Saltia Hardware Distributors / BB-Demo – Kickoff
Callcompleted
Saltia Hardware Distributors · 2026-02-10 10:15
The 10 Feb 2026 kickoff set a four-week plan to connect Salesforce and Xero for Saltia Hardware Distributors. Riley Tran is the only admin, and the renewal date was confirmed as 5 Feb 2027.
What was said
What this says
Current to 14 Oct 26The 10 Feb 2026 kickoff set a four-week plan to connect Salesforce and Xero for Saltia Hardware Distributors. Riley Tran is the only admin, and the renewal date was confirmed as 5 Feb 2027.
What happened: Laura Penhaligon set out the plan: read access to Salesforce and Xero in week one, then stores, deliveries and credit data, a first dashboard and fifteen users in week two, then training.
Customer view: Jacinta Hoad was keen to start and asked what happens if a connector fails. Daniel Okafor answered four business hours first response.
Commercial: Daniel confirmed the renewal date as 5 Feb 2027, a year from signing. That date is booked, not held.
Watch: Riley is the sole admin, a single point of dependency. Go-live timing was muddled: Daniel said live by end of the week, yet the plan runs four weeks.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Riley Tran to return the system access checklist from Laura Penhaligon by end of the week.
- Daniel Okafor to hold a first-week usage check-in with Jacinta Hoad and Riley Tran once live.
Risks
Current to 9 Oct 26- Riley Tran is the only admin, so one departure or absence would leave the brain without an administrator.
- Go-live timing was unclear: the plan runs four weeks while Daniel Okafor said live by end of the week.
Opportunities
Current to 9 Oct 26- Laura Penhaligon said another admin can be added, which would reduce key-person risk and deepen adoption.
- Three data sets from two connectors and a first dashboard give the team early value to build on before the 5 Feb 2027 renewal.
Transcript
Laura Penhaligon NoneRight, good morning Jacinta, Riley. Thanks for joining. I'm Laura, the implementation consultant running your project, and Daniel here is your customer success manager. How are you both?
Jacinta Hoad NoneWe're good, excited to get started. Riley's been prepping some of the data for us.
Riley Tran NoneYeah, just making sure our systems are accessible.
Daniel Okafor NoneThat's great. This first week is about getting the foundations right. Laura will walk you through what data sources we'll bring in, then we'll map out the four weeks.- Laura Penhaligon NoneExactly. From what we discussed, you've got a Salesforce instance where you track customer accounts, yes?
- Jacinta Hoad NoneThat's right. All our retailers, every store we supply to. We've also got delivery notes in there.
- Laura Penhaligon NonePerfect. And separately you've got an accounting system?
- Riley Tran NoneXero. That's where the credit side lives.
- Laura Penhaligon NoneBrilliant. Week one is us getting read access to Salesforce and Xero, setting up the connectors, and pulling in those three data sets: stores, deliveries, credit. Week two we set up your first dashboard and bring in fifteen users from your team. Weeks three and four are training and fine-tuning, then you're live by end of the week.
- Jacinta Hoad NoneWe signed on 5 February, so that can't be when we go live.
- Daniel Okafor NoneSorry, that's the renewal date. You're live this week, by end of the week. The renewal date is 5 February 2027, a year from when you signed.
- Riley Tran NoneAnd we'll both be admins?
- Laura Penhaligon NoneRiley will be the admin. You can add another if you want, but to start, just Riley. Jacinta and your team will be users. Riley gets admin training from me, Jacinta gets end-user training.
- Jacinta Hoad NoneWhat happens if something breaks? If a connector fails?
- Daniel Okafor NoneThat's what I'm here for. You've got four business hours first response on any issue. Before we go live, I'll give you both my contact details.
- Laura Penhaligon NoneRiley, I'll send you a checklist today with all the system access we need. Can you get that back by end of week?
- Riley Tran NoneYeah, no problem.
- Laura Penhaligon NoneAnd Jacinta, I'll send you a brief for your team on what the brain does for them.
- Daniel Okafor NoneOnce we're live, I'll jump on a check-in with you both to run through your first week of usage. How does that sound?
- Jacinta Hoad NoneGood. We're ready.
- Daniel Okafor NoneBrilliant. Thanks both. I'll speak to you very soon.