--00000000000075c93b05e6026a98 Content-Type: multipart/alternative; boundary="00000000000075c93a05e6026a97" --00000000000075c93a05e6026a97 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 > 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 that > 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 referr= ed > active or inactive clients. This resulted in a discrepancy in growth > reporting; Gross Profit Summary showed a growth of 30% and SF has a decli= ne > of 30%. Thoughts? Another example is how Roger=E2=80=99s referral account= s=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 prior > to and during pipeline meeting to prevent such discrepancy. We would like > 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: > > Thank you, Matt. These changes will flow through reporting tomorrow and > I'll be able to provide you an update then. > > Thanks! > Preston > > On Tue, Aug 9, 2022 at 8:35 AM Matt Vijayan wrote: > >> Hi Preston, >> >> The below actions are completed. Please confirm that the SoCs with the >> respective referral accounts are flowing through. I look forward to the >> commission report for Roger. >> >> Best regards, >> >> Matt >> >> Matt Vijayan >> Director of Sales, Canada >> Home Care Assistance >> mvijayan@homecareassistance.com >> (905) 592-0085 >> >> >> >> >> >> >> >> *Champions of Aging Well* >> >> >> >> On Thu, Aug 4, 2022 at 3:17 PM Preston Harlow wrote= : >> >>> Hi Matt, >>> >>> I can help to get the previously missed clients aggregated for you but >>> there are some that are missing a referral account which is preventing = them >>> from flowing through reporting and commissions. Below are the Opportuni= ties >>> that need a re