Re: Roger (Salesforce & clearcare reconciliation)

--000000000000fd8f4a05e64f515b Content-Type: multipart/related; boundary="000000000000fd8f4805e64f515a" --000000000000fd8f4805e64f515a Content-Type: multipart/alternative; boundary="000000000000fd8f4205e64f5159" --000000000000fd8f4205e64f5159 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, Attached is a spreadsheet with Canadian clients. I have a tab with all CA clients and another tab that is much more manageable filtered down to 2022 client starts only and excluding any client related to Consumer Marketing or Word of Mouth Account categories. Please review and track what changes you'd like to see and we can get the file to the SF Team to upload and make bulk changes. Happy to chat through if it helps. Thanks! Preston On Fri, Aug 12, 2022 at 7:41 PM Angie Markwell wrote: > Thanks Preston this is very helpful and I leave it to Tim and Matt to > determine if they have anyone who fits this criteria. > > On Fri, Aug 12, 2022 at 1:33 PM Preston Harlow wrote= : > >> 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 upd= ate >> 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 informat= ion >> 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 thes= e >> 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 not= iced >>>> that the referral partners are not be transferred in almost all instan= ces. >>>> >>>> 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 >>>> referred active or inactive clients. This resulted in a discrepancy in >>>> grow