Re: *New* HCL Activity Enhancements & Dashboard

This is awesome !!
L~

On Fri, May 24, 2024 at 9:01 AM Julia Jenkins <jujenkins@thekey.com> wrote:

> Hello Sales Nation,
>
> We are pleased to share some exciting updates regarding HCL activity
> documentation in Salesforce. In an effort to recognize all of the hard
> work, time and energy our HCLs invest into growing our business on a daily
> basis, we have made some optimizations to our activity reporting effective
> immediately. Please carefully review the new enhancements below:
>
>
> 1. HCL Client Facing Interactions
>
> Moving forward, client facing intakes and assessments conducted by our
> HCLs will count towards their activity metrics and activity goals each
> month. This includes phone call, in person and virtual intakes and
> assessments with potential clients.
>
> Intakes and assessments conducted by our HCLs are to be documented on
> Opportunities in Salesforce, rather than on Referral Accounts, since they
> are client facing interactions.
>
>
> HCLs: Please watch the important training video below on how to document
> these efforts properly.
>
> *Documenting Client Facing Intakes & Assessments as Events (5 minutes) *
> <https://drive.google.com/file/d/1AWp1a8g0KZwXtqJYqGLxGPbwIXWFYZY1/view?usp=sharing>
>
> Please note:
>
>    -
>
>    "Intakes" are considered the lengthy calls with potential clients when
>    you review our services, pricing, client needs, etc.
>    -
>
>    Please do not log "follow up" calls (aka voicemails or quick check in
>    calls) as Intake Events. Those should continue to be logged as Follow Ups
>    (green icon).
>    -
>
>    Please continue to log assessment details in the assessment portion of
>    the Opportunity - this new process does not replace the requirement to log
>    your assessments in the assessment section of the Opportunity.
>
>
> Location for logging Assessments & Intakes as Events:
> [image: image.png]
>
>
> 2. New HCL Activity Dashboard in Salesforce
>
> I am thrilled to share our new HCL Activity Dashboard in Salesforce that
> has been thoughtfully designed to help our HCLs manage and nurture their
> accounts well. This new tool provides much needed visibility on
> engagement with current SAP accounts, next steps documented with each
> account, any past meetings that still need the ‘meeting outcome’ notes
> populated to be considered completed, accounts that have not been documented
> on in 3+ months, and more!
>
> HCL Activity Dashboard (LINK)
> <https://homecareassistance.lightning.force.com/lightning/r/Dashboard/01Z7V000001G8uOUAS/view?queryScope=userFolders>
>
> Today I am hosting a 30 minute live walk-through of this new Dashboard at
> 8am PT / 11am ET. A recording of the session will be shared after the
> meeting.
>
> Please see the below invite details if you are able to join the optional
> training session:
>
> *Optional* New HCL Activity Dashboard Live Walk-through
>
> Friday, May 24 · 8:00 – 8:30am PT
>
> Google Meet Video call link: https://meet.google.com/iff-edaa-dhk
>
>
> *----- Dashboard Instructions **----- *
>
> *STEP 1:*
> When you open the Dashboard, please click the "Refresh" Button in the top
> right corner within the Dashboard. Do this *EVERY *time you open the
> dashboard to see up to date data.
> [image: image.png]
>
>
> *STEP 2: *
> When you open this dashboard for the first time, be sure to add it to your
> "favorites" by clicking the star in the top right corner of Salesforce.
> Moving forward wherever you are in Salesforce you can click the drop down
> arrow next to the star to quickly access this saved Dashboard.
> [image: image.png]
>
> *STEP 3:*
> Select your name from the drop down filter labeled with your RDBD
> [image: image.png]
>
> *STEP 4:*
> Click on any colored bar in any chart or blue hyperlink on the Dashboard
> to see the detailed view of those meetings, accounts, etc!
> Example:
> [image: image.png]
>
>
>
> Please don't hesitate to reach out if you have any questions!
>
>
>
> Thank you,
>
>
> --
> 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>
>


-- 
*Lilian Ciesco*
Regional Business Development Manager
*lilian.ciesco*@thekey.com
<https://brand.thekey.com/esg/emaunahan@thekey.com>
Phone:* (860) 949-7301 *
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>