--00000000000075049405e456918c Content-Type: multipart/alternative; boundary="00000000000075049305e456918b" --00000000000075049305e456918b Content-Type: text/plain; charset="UTF-8" Totally, agree. As you look at the Exec Interventions for Canada, think of them in two ways since the data isn't perfect. (1) Does this account need an exec to visit due to declining revenue or (2) is this a big enough account to have an exec visit just to show the referral source we appreciate them (this works remarkably well actually). If either of those are "yes", then we should have the exec visit. On Thu, Jul 21, 2022 at 3:38 PM Matt Vijayan wrote: > Hi Kirk, > > Your rationale makes sense. The Calgary office transitioned to salesforce > early this year (Tim can comment on it). The primary objective of pipeline > meetings (started late May 2022) is to rectify any such discrepancy for the > respective week. For the purposes of the Project, my recommendation is to > continue building this Strategic Account; an executive intervention may not > be necessary. We need to fix the data internally (@Calgary office). > > Best Regards, > > Matt > > > *Matt Vijayan, B.Sc., MBA, CCPE* > Director of Sales, Canada > > Home Care Assistance > > Direct: 905-592-0085 > > > > On Jul 21, 2022, at 3:23 PM, Kirk Hayes wrote: > > 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) >> >> >>