Re: Vancouver Salesforce

From
Carolina Orosa <corosa@homecareassistance.com>
To
Sarah Powers <spowers@thekey.com>
CC
Timothy Thomas <tt@homecareassistance.com>, Rebecca Howe <rhowe@homecareassistance.com>, Angie Markwell <angie.markwell@thekey.com>
Date
Mon, 18 Apr 2022 10:51:57 -0700
Folder
INBOX
HI Sarah,

Just following up - will you be able to consolidate?

On Tue, Apr 12, 2022 at 2:03 PM Carolina Orosa <
corosa@homecareassistance.com> wrote:

> Hi Sarah,
>
> Thank you for the clarification. It has been impacting our internal
> metrics because we have been using White Rock as our office location in
> Salesforce (for fear that the HCA location was too generic and may be used
> by other locations) but using HCA in ClearCare (to distinguish it from
> Loving Home Care). It would be much simpler for my team if HCA and White
> Rock could be consolidated into one location in both Clear Care and
> Salesforce. Are you able to help with that?
>
> Warm regards,
>
> Carolina
>
> On Tue, Apr 12, 2022 at 1:16 PM Sarah Powers <spowers@thekey.com> wrote:
>
>> Hi Carolina,
>>
>> I apologize for such a delayed response here. The multiple locations in
>> Salesforce and ClearCare should not be impacting your metrics, since in the
>> reporting that Rebecca and her team do has all three roll up into the
>> reporting for Vancouver.
>>
>> Can you please share examples where the metrics are off so Rebecca and
>> her team can investigate?
>>
>> Thanks!
>> Sarah
>>
>> On Tue, Apr 12, 2022 at 12:49 PM Timothy Thomas <
>> tt@homecareassistance.com> wrote:
>>
>>> Sarah could we please get some clarification on the multi location issue
>>> in Vancouver? Caroline believes her metrics are off.
>>>
>>> Thank you
>>> Tim
>>>
>>> On Fri, Apr 8, 2022 at 5:04 PM Carolina Orosa <
>>> corosa@homecareassistance.com> wrote:
>>>
>>>> Hi Sarah,
>>>>
>>>> I just wanted to follow up on this email sent out a few months ago.
>>>> This still hasn't been done and I am worried that having 3 locations in
>>>> Salesforce is impacting metrics reporting, especially in light of this
>>>> week's WBR meeting.
>>>>
>>>> Please let me know when we can expect this to be fixed.
>>>>
>>>> Thank you,
>>>>
>>>> Carolina
>>>>
>>>> On Thu, Feb 3, 2022 at 11:31 AM Carolina Orosa <
>>>> corosa@homecareassistance.com> wrote:
>>>>
>>>>>
>>>>> Hi Sarah,
>>>>>
>>>>> Per our discussion earlier, Vancouver currently has 3 locations in
>>>>> ClearCare and Salesforce - HCA, White Rock and Loving Home Care. I would
>>>>> like to please request the following:
>>>>> 1. For ClearCare, consolidate the HCA and White Rock into one location
>>>>> and name it HCA Vancouver. I want to keep the Loving Home Care location
>>>>> separate for now as we are tracking their revenue and margins separately
>>>>> 2. For Salesforce, please do the same for all current and
>>>>> future leads. We will not be entering any leads under "Loving Home Care"
>>>>> moving forward but because I want to keep it separate in Clear Care, it
>>>>> will have to be the same in Salesforce.
>>>>>
>>>>> Thanks so much!
>>>>>
>>>>> Warm regards,
>>>>>
>>>>> Carolina
>>>>>
>>>>>
>>>>> --
>>>>>
>>>>> Carolina Orosa
>>>>> President and Chief Operating Officer
>>>>> Home Care Assistance
>>>>> 1861 Marine Drive,
>>>>> West Vancouver, BC V7V1J7
>>>>> ph:   (778) 279-3634
>>>>> fax:  (778) 279-3635
>>>>> website: *www.homecareassistancevancouver.ca
>>>>> <http://homecareassistancevancouver.ca/>*
>>>>> https://www.youtube.com/watch?v=RX_4cCVybg8
>>>>>
>>>>>
>>>>
>>>> --
>>>>
>>>> Carolina Orosa
>>>> President and Chief Operating Officer
>>>> Home Care Assistance
>>>> 1861 Marine Drive,
>>>> West Vancouver, BC V7V1J7
>>>> ph:   (778) 279-3634
>>>> fax:  (778) 279-3635
>>>> website: *www.homecareassistancevancouver.ca
>>>> <http://homecareassistancevancouver.ca/>*
>>>> https://www.youtube.com/watch?v=RX_4cCVybg8
>>>>
>>>>
>>>
>>> --
>>>
>>> Timothy Thomas
>>> Head of Canada Division
>>> Home Care Assistance
>>> Office: 514-907-5065
>>> Fax: 514-221-4265
>>> 4464 Ste Catherine West
>>> Westmount, QC, H3Z1R7
>>> HomeCareAssistanceMontreal.ca
>>> ---
>>> Read Our Testimonials
>>> <https://www.homecareassistancemontreal.ca/reviews.html>
>>> We Are Hiring! <https://www.homecareassistancemontreal.ca/careers.html>
>>>
>>>
>>> Champions of Longevity
>>>
>>
>
> --
>
> Carolina Orosa
> President and Chief Operating Officer
> Home Care Assistance
> 1861 Marine Drive,
> West Vancouver, BC V7V1J7
> ph:   (778) 279-3634
> fax:  (778) 279-3635
> website: *www.homecareassistancevancouver.ca
> <http://homecareassistancevancouver.ca/>*
> https://www.youtube.com/watch?v=RX_4cCVybg8
>
>

-- 

Carolina Orosa
President and Chief Operating Officer
Home Care Assistance
1861 Marine Drive,
West Vancouver, BC V7V1J7
ph:   (778) 279-3634
fax:  (778) 279-3635
website: *www.homecareassistancevancouver.ca
<http://homecareassistancevancouver.ca/>*
https://www.youtube.com/watch?v=RX_4cCVybg8

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