--00000000000012704705e60eaf76 Content-Type: multipart/alternative; boundary="00000000000012704605e60eaf75" --00000000000012704605e60eaf75 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Angie and Matt, Based on what Matt is saying, no data is not flowing through correctly. Salesforce is our source of truth and therefore anything that is misrepresented we certainly want to be corrected. Typically we won't update data in SF prior to the acquisition date but should have data flowing through correctly since then. If the teams are starting clients in CC instead of SF this would cause a lot of this disconnect. There will need to be some work to clean this up. The best approach will be to get a spreadsheet of the clients that don't have the correct referral information in SF and provide that list in a ticket to the SF Team with the correct accounts to get them to update the records accordingly. Do you have these clients identified anywhere yet? Thanks! Preston On Thu, Aug 11, 2022 at 7:55 PM Angie Markwell wrote: > Thanks Matt - Preston are we confident now that the data is flowing > through correctly and accurate? > > On Thu, Aug 11, 2022 at 10:34 AM Matt Vijayan wrote= : > >> Hi Angie, >> >> As discussed today in the Northeast Regional Meeting, keeping you in the >> loop. >> >> Best Regards, >> >> Matt >> >> >> *Matt Vijayan, B.Sc., MBA, CCPE* >> Director of Sales, Canada >> >> Home Care Assistance >> >> Direct: 905-592-0085 >> >> >> >> On Aug 10, 2022, at 6:15 PM, Matt Vijayan > mvijayan@homecareassistance.com> wrote: >> >> Hi Preston, >> >> I just did a quick analysis on small segment of customers that are being >> transferred over from clear care in Waterloo and Oakville. I noticed tha= t >> the referral partners are not be transferred in almost all instances. >> >> In a separate analysis we did in Alberta, we noticed that one of the top >> tier SAP clients, Proactive Seniors was not tagged with respective refer= red >> active or inactive clients. This resulted in a discrepancy in growth >> reporting; Gross Profit Summary showed a growth of 30% and SF has a decl= ine >> of 30%. Thoughts? Another example is how Roger=E2=80=99s referral accoun= ts=E2=80=99 >> opportunities were not tagged appropriately few months ago. >> >> Is there a way we can conduct a reconciliation across the board with >> ClearCare and SF data and I can spend time with HCL to assign proper >> referral partner and marketer credit? As you can appreciate all HCLs are >> relatively new and they have been informed to perform due diligence prio= r >> to and during pipeline meeting to prevent such discrepancy. We would lik= e >> to fix this retrospectively because the growth analytics from salesforce >> may not be accurate. >> >> Best Regards, >> >> Matt >> >> >> *Matt Vijayan, B.Sc., MBA, CCPE* >> Director of Sales, Canada >> >> Home Care Assistance >> >> Direct: 905-592-0085 >> >> >> >> >> On Aug 9, 2022, at 7:48 PM, Preston Harlow wrote: >>