Re: Northeast Division: Executive Intervention Accounts

--Apple-Mail=_A4994AFC-DF2E-44B0-BE65-CF6D2F94B6CB Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=us-ascii Hi Kirk, Your rationale makes sense. The Calgary office transitioned to = salesforce early this year (Tim can comment on it). The primary = objective of pipeline meetings (started late May 2022) is to rectify any = such discrepancy for the respective week. For the purposes of the = Project, my recommendation is to continue building this Strategic = Account; an executive intervention may not be necessary. We need to fix = the data internally (@Calgary office). Best Regards, Matt Matt Vijayan, B.Sc., MBA, CCPE Director of Sales, Canada Home Care Assistance Direct: 905-592-0085=20 > On Jul 21, 2022, at 3:23 PM, Kirk Hayes wrote: >=20 > Hi Matt,=20 >=20 > I think I know what is going on here and it has to do with improper or = lack of use of Salesforce to input the client leads. Everything we pull = is directly from Salesforce. If information (the client) is not inputted = into Salesforce following the correct procedures, then the reports will = not match. Salesforce cannot pull the referral source information from = Clearcare and populate back into the SF system automatically.=20 >=20 > Do you know if this may be the case here?=20 >=20 > Looking in Salesforce, there appears to only have been 1 actual client = that was inputted in the correct manner.=20 >=20 > On Thu, Jul 21, 2022 at 2:30 PM Matt Vijayan > wrote: > Dear Kirk, >=20 > Thank you for an excellent presentation yesterday.=20 >=20 > On further analysis, it was brought to Tim's and my attention that the = below account (Proactive Seniors) has actually grown 29.8% on a = year-to-date revenue basis (Jan -July 18, 2022 vs PY), based on = Clearcare reports. There appears to be a discrepancy in data reporting = in salesforce. In the last few weeks, Nicole St Eve (HCL) and Calgary = Operations Team have done a good job in furthering the relationship with = this important Geriatric Care Management organization and we project a = solid growth for this account for the balance of year 2022. >=20 > I have attached referrers profitability reports for Dec YTD, July 18 = YTD 2021 and 2022 for your reference. > Dec 2021 YTD $130, 773 > July 2021 YTD $67,261 > July 2022 YTD $87,156 (+29.8%) >=20 > Long-Term Nicole St Eve Proactive Seniors Calgary = Northeast $25,265 0 1 0 0.00% $2,895.90 = 0 0 0 0.00% $940.80 0 0 0 $146,377 = $16,778 $11,446 ($120,070) ($4,098) >=20 >=20 > Best regards, >=20 > Matt > =20 > Matt Vijayan > Director of Sales, Canada > Home Care Assistance > mvijayan@homecareassistance.com > (905) 592-0085 >=20 >=20 > = > > Champions of Aging Well >=20 >=20 >=20 > On Mon, Jul 11, 2022 at 2:48 PM Kirk Hayes > wrote: > Northeast Leadership -- =20 >=20 > With our ongoing efforts to course-correct many declining referral = sources, we have identified key accounts for executive intervention by = leadership. This initiative is designed for both our Sales and execut