Re: Vancouver Salesforce

From
Sarah Powers <spowers@thekey.com>
To
Timothy Thomas <tt@homecareassistance.com>
CC
Carolina Orosa <corosa@homecareassistance.com>, Rebecca Howe <rhowe@homecareassistance.com>, Angie Markwell <angie.markwell@thekey.com>
Date
Tue, 12 Apr 2022 13:15:52 -0700
Folder
INBOX
--000000000000eac68005dc7aba13 Content-Type: text/plain; charset="UTF-8" Hi Carolina, I apologize for such a delayed response here. The multiple locations in Salesforce and ClearCare should not be impacting your metrics, since in the reporting that Rebecca and her team do has all three roll up into the reporting for Vancouver. Can you please share examples where the metrics are off so Rebecca and her team can investigate? Thanks! Sarah On Tue, Apr 12, 2022 at 12:49 PM Timothy Thomas wrote: > Sarah could we please get some clarification on the multi location issue > in Vancouver? Caroline believes her metrics are off. > > Thank you > Tim > > On Fri, Apr 8, 2022 at 5:04 PM Carolina Orosa corosa@homecareassistance.com> wrote: > >> Hi Sarah, >> >> I just wanted to follow up on this email sent out a few months ago. This >> still hasn't been done and I am worried that having 3 locations in >> Salesforce is impacting metrics reporting, especially in light of this >> week's WBR meeting. >> >> Please let me know when we can expect this to be fixed. >> >> Thank you, >> >> Carolina >> >> On Thu, Feb 3, 2022 at 11:31 AM Carolina Orosa > corosa@homecareassistance.com> wrote: >> >>> >>> Hi Sarah, >>> >>> Per our discussion earlier, Vancouver currently has 3 locations in >>> ClearCare and Salesforce - HCA, White Rock and Loving Home Care. I would >>> like to please request the following: >>> 1. For ClearCare, consolidate the HCA and White Rock into one location >>> and name it HCA Vancouver. I want to keep the Loving Home Care location >>> separate for now as we are tracking their revenue and margins separately >>> 2. For Salesforce, please do the same for all current and future leads. >>> We will not be entering any leads under "Loving Home Care" moving forward >>> but because I want to keep it separate in Clear Care, it will have to be >>> the same in Salesforce. >>> >>> Thanks so much! >>> >>> Warm regards, >>> >>> Carolina >>> >>> >>> -- >>> >>> Carolina Orosa >>> President and Chief Operating Officer >>> Home Care Assistance >>> 1861 Marine Drive, >>> West Vancouver, BC V7V1J7 >>> ph: (778) 279-3634 >>> fax: (778) 279-3635 >>> website: *www.homecareassistancevancouver.ca >>> * >>> https://www.youtube.com/watch?v=RX_4cCVybg8 >>> >>> >> >> -- >> >> Carolina Orosa >> President and Chief Operating Officer >> Home Care Assistance >> 1861 Marine Drive, >> West Vancouver, BC V7V1J7 >> ph: (778) 279-3634 >> fax: (778) 279-3635 >> website: *www.homecareassistancevancouver.ca >> * >> https://www.youtube.com/watch?v=RX_4cCVybg8 >> >> > > -- > > Timothy Thomas > Head of Canada Division > Home Care Assistance > Office: 514-907-5065 > Fax: 514-221-4265 > 4464 Ste Catherine West > Westmount, QC, H3Z1R7 > HomeCareAssistanceMontreal.ca > --- > Read Our Testimonials > > We Are Hiring! > > > Champions of Longevity > --000000000000eac68005dc7aba13 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Carolina, I apologize for such a del= ayed

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