Re: Roger (Salesforce & clearcare reconciliation)

--Apple-Mail=_439D187B-E643-4CF9-840C-01E90E601651 Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=utf-8 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=20 > On Aug 10, 2022, at 6:15 PM, Matt Vijayan = wrote: >=20 > Hi Preston, >=20 > 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.=20 >=20 > 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 = growth reporting; Gross Profit Summary showed a growth of 30% and SF has = a decline of 30%. Thoughts? Another example is how Roger=E2=80=99s = referral accounts=E2=80=99 opportunities were not tagged appropriately = few months ago. >=20 > 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.=20 >=20 > Best Regards, >=20 > Matt >=20 >=20 > Matt Vijayan, B.Sc., MBA, CCPE > Director of Sales, Canada >=20 > Home Care Assistance >=20 > Direct: 905-592-0085=20 >=20 >=20 > >=20 >> On Aug 9, 2022, at 7:48 PM, Preston Harlow > wrote: >>=20 >> Thank you, Matt. These changes will flow through reporting tomorrow = and I'll be able to provide you an update then.=20 >>=20 >> Thanks! >> Preston >>=20 >> On Tue, Aug 9, 2022 at 8:35 AM Matt Vijayan > wrote: >> Hi Preston, >>=20 >> 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.=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 Thu, Aug 4, 2022 at 3:17 PM Preston Harlow > wrote: >> Hi Matt, >>=20 >> 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 Opportunities that need a referral account attached to them. Can = you help provide them so we can get these to flow through?=20 >>=20 >> Chartwell Greenfield Park >> = https://homecareassistance.lightning.force.com/lightning/r/Accou