Re: Northeast Division: Executive Intervention Accounts

--0000000000004f2de705e455aa9f Content-Type: text/plain; charset="UTF-8" Hi Matt, I think I know what is going on here and it has to do with improper or lack of use of Salesforce to input the client leads. Everything we pull is directly from Salesforce. If information (the client) is not inputted into Salesforce following the correct procedures, then the reports will not match. Salesforce cannot pull the referral source information from Clearcare and populate back into the SF system automatically. Do you know if this may be the case here? Looking in Salesforce, there appears to only have been 1 actual client that was inputted in the correct manner. On Thu, Jul 21, 2022 at 2:30 PM Matt Vijayan wrote: > Dear Kirk, > > Thank you for an excellent presentation yesterday. > > On further analysis, it was brought to Tim's and my attention that the > below account (Proactive Seniors) has actually grown 29.8% on a > year-to-date revenue basis (Jan -July 18, 2022 vs PY), based on Clearcare > reports. There appears to be a discrepancy in data reporting in salesforce. > In the last few weeks, Nicole St Eve (HCL) and Calgary Operations Team have > done a good job in furthering the relationship with this important > Geriatric Care Management organization and we project a solid growth for > this account for the balance of year 2022. > > I have attached referrers profitability reports for Dec YTD, July 18 YTD > 2021 and 2022 for your reference. > Dec 2021 YTD $130, 773 > July 2021 YTD $67,261 > July 2022 YTD $87,156 (+29.8%) > > Long-Term Nicole St Eve Proactive Seniors Calgary Northeast $25,265 0 1 0 > 0.00% $2,895.90 0 0 0 0.00% $940.80 0 0 0 $146,377 $16,778 $11,446 > ($120,070) ($4,098) > > > Best regards, > > Matt > > Matt Vijayan > Director of Sales, Canada > Home Care Assistance > mvijayan@homecareassistance.com > (905) 592-0085 > > > > > > > > *Champions of Aging Well* > > > > On Mon, Jul 11, 2022 at 2:48 PM Kirk Hayes wrote: > >> Northeast Leadership -- >> >> With our ongoing efforts to course-correct many declining referral >> sources, we have identified key accounts for executive intervention by >> leadership. This initiative is designed for both our Sales and executive >> teams to better understand the issues, concerns, and low points occurring >> within a referral source in order to improve our services and return these >> accounts to positive growth. >> >> In the link below, you will find the list of accounts for your division. >> The HCL and his/her manager will be ensuring that a meeting is set that >> works with your schedule. In addition, they will be completing and >> delivering an Account Summary 1-pager to you that will provide background >> on the account, including any recent issues or updates. >> >> *Executive Intervention Account List >> * >> >> Each HCL has received instruction from Megan Wisniewski on the process >> and what is expected of them. RevOps and Sales will be following up with >> them to ensure these items are moving along. >