Moggill Creek Distributors / BG-Demo – Training
Callcompleted
Moggill Creek Distributors · 3 Mar 2026 08:00
Training call after the feed fix. Credit now loads in full. Usage is still concentrated in Kylie and Belinda, two reps went back to spreadsheets, there is still one admin, and two invoices are outstanding on the customer side.
What was said
What this says
As at Fri 9 Oct 2026Training call after the feed fix. Credit now loads in full. Usage is still concentrated in Kylie and Belinda, two reps went back to spreadsheets, there is still one admin, and two invoices are outstanding on the customer side.
What happened: Hamza showed pages, chat and search using Moggill Creek's own stores. A stale open delivery query showed a likely timing lag on the tickets connection.
Customer view: Kylie wants reps to stop ringing her for credit positions. She said two reps tried it, got confused and went back to spreadsheets.
Commercial: Kylie said two invoices are outstanding and accounts asked again on Friday. Hamza passed it to Amara. Premium support was mentioned as an add-on for out-of-hours cover on Starter.
Watch: No second admin has come forward, and Belinda is also the only person who knows how the connectors are set up.
Themes
As at Fri 9 Oct 2026Theme
Starter training and adoption
Importance
neutral
Sentiment
mixed
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Hamza to send the one-page guide using Moggill Creek's stores and delivery queries.
- Kylie to secure a second admin and send the trial user list.
- Belinda to send the store codes and check the stale ticket status.
Risks
As at Fri 9 Oct 2026- Usage is concentrated in Kylie and Belinda, and two reps reverted to spreadsheets.
- Belinda is the only admin and the only person who knows the connector setup.
- Kylie reports two invoices outstanding, which accounts have chased again.
Opportunities
As at Fri 9 Oct 2026- A branch managers session using Moggill Creek's own store names could broaden use.
- Premium support is an add-on option if the customer needs out-of-hours cover.
Transcript
Hamza AkhtarMorning both. Sorry, I'm on a dodgy connection, so shout if I freeze.
Kylie DwyerNo worries. Belinda's already got the admin screen up.
Belinda MossI have. Go on.- Hamza AkhtarGreat. How did the feed fix go?
- Belinda MossGood. The line breaks were the problem. Credit is coming through in full now, all pages.
- Kylie DwyerIt's better, yeah. My reps still get confused about what they're looking at.
- Hamza AkhtarThat's what today's for. I'll show the pages, chat and search, then we'll try real questions. Stop me if it's not making sense.
- Kylie DwyerHonestly the main thing is I need the reps to stop ringing me for credit positions.
- Hamza AkhtarThen we'll start there. Starter gives you pages, chat and search, and every answer comes from the systems we've connected. Pages are the standard views, so a store page pulls credit, orders and delivery queries together.
- Belinda MossThe store page is nice. Can I see the delivery queries side?
- Hamza AkhtarClick the store, then the queries tab. Each one shows the date raised and the status from the helpdesk.
- Kylie DwyerOh, that's handy. The reps keep asking me which ones are still open.
- Hamza AkhtarLet's ask it. Which delivery queries are still open for the Ipswich stores?
- Kylie DwyerOkay, it's given me a list. Three open, and one that looks sorted.
- Belinda MossCheck that one. The status might not have synced.
- Kylie DwyerYes, it says closed on the helpdesk side. So it's an old one showing as open.
- Hamza AkhtarThat's a good catch. If a status is stale for a day, I'd rather we flagged it than argued about it. Belinda, that's probably the timing on the tickets connection.
- Belinda MossI'll look at it after this. My worry is I'm the only one who knows how the connectors are set up.
- Hamza AkhtarLet's park that for a minute and come back to it. Ask it something a rep would really ask.
- Kylie DwyerWhich of our stores have a credit hold on a big account?
- Belinda MossIs that from the accounts feed, or from the store?
- Hamza AkhtarThe accounts feed. If accounts changes a hold, it shows here after the nightly refresh, which finishes by seven on business days. So it can lag a day, not hours.
- Kylie DwyerThat's acceptable. The reps won't be checking at seven in the morning anyway.
- Belinda MossFine. Now, access. Only I can change the groups, so if I'm off, nobody can.
- Hamza AkhtarWe said last week we'd add a second admin. Has anyone come forward?
- Kylie DwyerNot yet. I'm chasing my manager today.
- Kylie DwyerHonestly, the bigger issue is usage. It's only a few of us. Two of my reps tried it, got confused, and went back to spreadsheets.
- Hamza AkhtarThat worries me too. The questions people ask are the best measure, and right now most of them are from you and Belinda.
- Kylie DwyerWhich is fair, we're the ones who asked for it.
- Hamza AkhtarYes, but I want the branch managers asking in their own words. So I'd like a session for them once the feed is steady.
- Belinda MossI can set them up on trial logins. They don't need the admin side.
- Kylie DwyerCould the guide use our own store names? My reps won't read anything that looks generic.
- Hamza AkhtarOf course. I'll use your stores and your delivery queries, that's the quickest way to show value.
- Belinda MossQuick one. Search brings back loads of noise when I type a supplier name.
- Hamza AkhtarAdd the store code to the supplier name. It narrows it fast. Do you have the store codes handy?
- Belinda MossSome of them. The rest are in the old system.
- Hamza AkhtarThen send me the list of missing codes and I'll chase it.
- Kylie DwyerCan we talk about the invoices? Two are still outstanding on our side, and accounts asked again on Friday.
- Hamza AkhtarI can't see the payment position from training, and I won't guess. That's for Amara, your customer success manager, and your accounts team. I'll flag it to her today.
- Kylie DwyerThanks. That's the right place for it.
- Hamza AkhtarRight, let's wrap with actions. Belinda, store codes and the stale status. Kylie, the second admin and the trial user list. I'll send the one-page guide.
- Kylie DwyerThat's fair. Can we get the session in the diary this week?
- Hamza AkhtarI'll propose a date after I've spoken to Amara. I'd rather not promise the wrong day.
- Belinda MossFine. Send the invite to me as well so I can set the logins up.
- Kylie DwyerOne more. What do we do if something breaks at the weekend?
- Hamza AkhtarOn Starter, a priority problem gets a first response within four business hours, so a weekend one would wait until Monday. If you need cover out of hours, Premium support is an add-on with a named engineer.
- Kylie DwyerRight. That's clear. Thanks both, it was a good session.
- Hamza AkhtarIt was. Speak soon.
- Belinda MossCheers, Hamza.
- Kylie DwyerBye all.
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