Re: GM Go To Market - Accounts and Volumes (clean up needed)

I'm requesting that if the account owner is a HCL and a GM is in the
Marketer Credit field, the HCL should be in the Marketer Credit field
please. It appears the GMs are in the Market Credit field unintentionally
on those specific records.

Example:
*Referral Account:* Kaiser Woodland Hills
<https://homecareassistance.lightning.force.com/lightning/r/Account/0015e00000QMHcGAAX/view>
*Referral Account Owner:* Shaun Farrell, since 8/2024
*Opportunity: *Marjie Mautner
<https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000LaZG5YAN/view>,
created 3/2025
*Marketer Credit: *GM Janette Garcia who created the Opportunity with the
Kaiser Woodland Hills Referral Account owned by Shaun, but is for some
reason in the Marketer Credit field.

*^^I see as of yesterday our SF team corrected the Market Credit on
this one - thank you!*

Renee, it doesn't appear Janette ever owned that Referral Account– I'm
wondering if there is a Salesforce issue going on? Perhaps related to
Janette being the Opportunity owner since she created the Opportunity to
your point? We always want the Market Credit field populating based on the
owner of the Referral Account selected when the record is created.

On Tue, Mar 25, 2025 at 3:19 PM Donny Deshotels <donny.deshotels@thekey.com>
wrote:

> Julia,
>
> I want to make sure we are clear on what to change. In some cases we have
> a Marketer Credit assigned to a GM, but the account is owned by an HCL, Rev
> Ops, or Corporate Team. Should those be changed back to the account owner?
> Or maybe a simpler question is - should all of the opportunities and
> clients have their Marketer Credit matching the current Account Owner?
>
> Donny
> VP, Data and Analytics
> *225.916.9227 *
>
>
> On Tue, Mar 25, 2025 at 4:10 PM Renee Drobek <renee.drobek@thekey.com>
> wrote:
>
>> Thanks for the clarification! I did some research and for the vast
>> majority of these, the reason Marketer Credit wasn't picked up was because
>> the Opportunity was created before the user was the owner of the Referral
>> Account. I validated this by checking the date that the Account Owner
>> changed on the Referral Account compared to the date the Opportunity was
>> created.
>>
>> [image: image.png]
>>
>> The part that we discussed and I want my team to review more in detail is
>> what happens in cases where the Corporate Team is listed as the Referral
>> Account Owner and the lead is converted. It appears like the logic may be
>> setup to assign Marketer Credit to the Lead Owner in that scenario, but its
>> going to take a bit more digging for me to know for certain. Would the
>> preference be that Corporate Team is the Marketer Credit in this case?
>>
>> We will adjust these opportunities accordingly and keep you in the loop
>> on what we find.
>>
>> On Tue, Mar 25, 2025 at 4:10 PM Julia Jenkins <jujenkins@thekey.com>
>> wrote:
>>
>>> Yes! They are highlighted in yellow in the spreadsheet Donny provided
>>> (the HCL owner profile examples - see attached). The Revenue Details tab
>>> has the Opportunity names listed!
>>>
>>> On Tue, Mar 25, 2025 at 12:02 PM Renee Drobek <renee.drobek@thekey.com>
>>> wrote:
>>>
>>>> Do we have a list of the opportunities that the marketer credit field
>>>> was incorrect for? That will allow me to dial in a bit more to understand
>>>> the potential cause.
>>>>
>>>> On Mon, Mar 24, 2025 at 6:58 PM Julia Jenkins <jujenkins@thekey.com>
>>>> wrote:
>>>>
>>>>> Hi Donny,
>>>>>
>>>>> For the handful of instances where a HCL owns the Referral Account but
>>>>> is not populated in the Marketer Credit field, those Opportunities need to
>>>>> be updated so the HCL is populated in the Market Credit field. There seems
>>>>> to be a Salesforce issue at play.
>>>>>
>>>>> @Renee Drobek <renee.drobek@thekey.com> Can those records please be
>>>>> bulk corrected in Salesforce and can these examples please be used to
>>>>> identify what is causing this issue?
>>>>>
>>>>> Looping in @Sales Leadership Team <salesleadership@thekey.com> for
>>>>> visibility on these marketer credit discrepancies.
>>>>>
>>>>>
>>>>>
>>>>> On Mon, Mar 24, 2025 at 4:45 AM Donny Deshotels <
>>>>> donny.deshotels@thekey.com> wrote:
>>>>>
>>>>>> Good Morning,
>>>>>>
>>>>>> Attached is an updated version of the worksheet we reviewed last week
>>>>>> in the RD Meeting. The file contains details of the funnel volumes, Starts
>>>>>> and Revenue, and  Account assignments for the GMs. Within the different
>>>>>> tabs, I have highlighted records that need to be corrected or addressed in
>>>>>> some way. It is important these records are addressed to allow for
>>>>>> reporting and proper credit to be assigned. Below are the 6 tabs included
>>>>>> and a description of the content. The bolded tabs are the ones needing your
>>>>>> review/input.
>>>>>>
>>>>>>
>>>>>>    - *Funnel Details* - Includes a record for each prospect with
>>>>>>    funnel volumes (lead, opportunity, assessment) since 3/7 either assigned to
>>>>>>    a Referral Account owned by a GM or with Marketer Credit to a GM. Records
>>>>>>    highlighted in yellow are ones where the Marketer Credit is the
>>>>>>    GM, but the Referral Account is owned by another person or RevOps.
>>>>>>    The Marketer Credit and Account Ownership should align. If the record is
>>>>>>    highlighted in orange these are from generic Referral Accounts
>>>>>>    such as "Google Search", "Word of Mouth" and "Web Lead - Google Paid".
>>>>>>    These prospects have Marketer Credit assigned to GMs.
>>>>>>    - Funnel Summary - Summary of Funnel volume by GM. No action
>>>>>>    needed.
>>>>>>    - *Revenue Details* - Each row represents a Start in the current
>>>>>>    month on or after 3/7. The yellow highlighted records are ones
>>>>>>    where the Referral Account owner does not align with the person receiving
>>>>>>    the Marketer Credit. The orange highlighted records are the ones
>>>>>>    with unexpected Referral Account names such as "Employee and CG Referral
>>>>>>    Program" and "Google Search".
>>>>>>    - Revenue Summary - Summary of Starts and Revenue by GMs or GM
>>>>>>    owned accounts in the current month.
>>>>>>    - Account Ownership - List of all GMs (and 1 Regional Dir of
>>>>>>    Nursing for Concierge) that own accounts. This summary shows the number of
>>>>>>    accounts assigned prior to 3/6 and after 3/6
>>>>>>    - RD_GM_Account_Number - Summary by RD and GM of the Accounts
>>>>>>    owned by GMs
>>>>>>
>>>>>> Please make corrections in Salesforce where needed or send me a
>>>>>> description of items which should not change with a reason why. In future
>>>>>> reporting we will only be reporting based on Marketer Credit, so we need to
>>>>>> make sure this is accurate. Thanks and please let me know if you have any
>>>>>> questions.
>>>>>>
>>>>>> Donny Deshotels
>>>>>> VP, Data and Analytics | *TheKey*
>>>>>> *Mobile: 225.916.9227*
>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>
>>>>>
>>>>>
>>>>> --
>>>>> Julia Jenkins
>>>>> Director, Revenue Operations
>>>>> *Please note my email address has changed:*
>>>>> jujenkins@thekey.com
>>>>> Mobile: (805) 717-7606
>>>>> TheKey.com <https://thekey.com/>
>>>>> <https://thekey.com>
>>>>>
>>>>
>>>
>>> --
>>> Julia Jenkins
>>> Director, Revenue Operations
>>> *Please note my email address has changed:*
>>> jujenkins@thekey.com
>>> Mobile: (805) 717-7606
>>> TheKey.com <https://thekey.com/>
>>> <https://thekey.com>
>>>
>>

-- 
Julia Jenkins
Director, Revenue Operations
*Please note my email address has changed:*
jujenkins@thekey.com
Mobile: (805) 717-7606
TheKey.com <https://thekey.com/>
<https://thekey.com>