Re: Roger (Salesforce & clearcare reconciliation)

Thanks Matt - Preston are we confident now that the data is flowing through
correctly and accurate?

On Thu, Aug 11, 2022 at 10:34 AM Matt Vijayan <mvijayan@thekey.com> wrote:

> Hi Angie,
>
> As discussed today in the Northeast Regional Meeting, keeping you in the
> loop.
>
> Best Regards,
>
> Matt
>
>
> *Matt Vijayan, B.Sc., MBA, CCPE*
> Director of Sales, Canada
>
> Home Care Assistance
>
> Direct: 905-592-0085
>
>
>
> On Aug 10, 2022, at 6:15 PM, Matt Vijayan <mvijayan@homecareassistance.com>
> wrote:
>
> Hi Preston,
>
> I just did a quick analysis on small segment of customers that are being
> transferred over from clear care in Waterloo and Oakville. I noticed that
> the referral partners are not be transferred in almost all instances.
>
> In a separate analysis we did in Alberta, we noticed that one of the top
> tier SAP clients, Proactive Seniors was not tagged with respective referred
> active or inactive clients. This resulted in a discrepancy in growth
> reporting; Gross Profit Summary showed a growth of 30% and SF has a decline
> of 30%. Thoughts? Another example is how Roger’s referral accounts’
> opportunities were not tagged appropriately few months ago.
>
> Is there a way we can conduct a reconciliation across the board with
> ClearCare and SF data and I can spend time with HCL to assign proper
> referral partner and marketer credit? As you can appreciate all HCLs are
> relatively new and they have been informed to perform due diligence prior
> to and during pipeline meeting to prevent such discrepancy. We would like
> to fix this retrospectively because the growth analytics from salesforce
> may not be accurate.
>
> Best Regards,
>
> Matt
>
>
> *Matt Vijayan, B.Sc., MBA, CCPE*
> Director of Sales, Canada
>
> Home Care Assistance
>
> Direct: 905-592-0085
>
>
> <Screen Shot 2020-02-22 at 8.50.56 PM.png>
>
> On Aug 9, 2022, at 7:48 PM, Preston Harlow <pharlow@thekey.com> wrote:
>
> Thank you, Matt. These changes will flow through reporting tomorrow and
> I'll be able to provide you an update then.
>
> Thanks!
> Preston
>
> On Tue, Aug 9, 2022 at 8:35 AM Matt Vijayan <mvijayan@thekey.com> wrote:
>
>> Hi Preston,
>>
>> The below actions are completed. Please confirm that the SoCs with the
>> respective referral accounts are flowing through. I look forward to the
>> commission report for Roger.
>>
>> Best regards,
>>
>> Matt
>>
>> Matt Vijayan
>> Director of Sales, Canada
>> Home Care Assistance
>> mvijayan@homecareassistance.com <Matt.Vijayan@TheKey.com>
>> (905) 592-0085
>>
>>
>>
>> <https://maps.google.com/?q=375+University+Ave+E,+Waterloo,+ON,+N2K3M7&entry=gmail&source=g>
>>
>> <https://homecareassistance.com/>
>>
>> *Champions of Aging Well*
>>
>>
>>
>> On Thu, Aug 4, 2022 at 3:17 PM Preston Harlow <pharlow@thekey.com> wrote:
>>
>>> Hi Matt,
>>>
>>> I can help to get the previously missed clients aggregated for you but
>>> there are some that are missing a referral account which is preventing them
>>> from flowing through reporting and commissions. Below are the Opportunities
>>> that need a referral account attached to them. Can you help provide them so
>>> we can get these to flow through?
>>>
>>> Chartwell Greenfield Park
>>>
>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001bRJjnQAG/view
>>>
>>> Manoir Outremont Residence
>>>
>>> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0067V0000210BwiQAE/view
>>>
>>> Selection Deux-Montagne
>>>
>>> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0067V000021sFgWQAU/view
>>>
>>> Selection Panorama
>>>
>>> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0067V000021qGnjQAE/view
>>>
>>> In addition to the above clients that are not populating, there are also
>>> 2 clients from April, Joseph Diaz and Conrad Defrees, that were not
>>> previously included in commissions.
>>>
>>> Once the above clients have referral accounts added they will flow
>>> through the data and I'll be able to create a final commission statement
>>> for Roger for your review and approval.
>>>
>>> Thanks!
>>> Preston
>>>
>>> On Wed, Aug 3, 2022 at 11:35 AM Matt Vijayan <mvijayan@thekey.com>
>>> wrote:
>>>
>>>> Hi Preston,
>>>>
>>>> As discussed in the WBR today, Roger Caron has resigned. Based on the
>>>> below changes, we owe him a Q2 bonus commensurate to the incremental
>>>> business. Can you please let me know when this will be completed, so that I
>>>> can communicate to Roger?
>>>>
>>>> Best regards,
>>>>
>>>> Matt
>>>>
>>>> Matt Vijayan
>>>> Director of Sales, Canada
>>>> Home Care Assistance
>>>> mvijayan@homecareassistance.com <Matt.Vijayan@TheKey.com>
>>>> (905) 592-0085
>>>>
>>>>
>>>>
>>>> <https://maps.google.com/?q=375+University+Ave+E,+Waterloo,+ON,+N2K3M7&entry=gmail&source=g>
>>>>
>>>> <https://homecareassistance.com/>
>>>>
>>>> *Champions of Aging Well*
>>>>
>>>>
>>>>
>>>> On Wed, Jul 27, 2022 at 12:20 PM Preston Harlow <pharlow@thekey.com>
>>>> wrote:
>>>>
>>>>> Thanks for connecting, Matt. This has been taken care of and the
>>>>> changes will be reflected in reporting after they refresh tomorrow morning.
>>>>>
>>>>> Thanks!
>>>>> Preston
>>>>>
>>>>> On Wed, Jul 27, 2022 at 8:00 AM Ashley Mirone <amirone@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> Looping in +Preston Harlow <pharlow@thekey.com> here to help with
>>>>>> this.
>>>>>>
>>>>>> Thanks,
>>>>>> Ashley Mirone
>>>>>> Vice President of Business Development
>>>>>> *Please note my email has changed:*
>>>>>> amirone@TheKey.com <Ashley.Mirone@TheKey.com>
>>>>>> Direct: (310) 755-9669
>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>
>>>>>>
>>>>>> On Wed, Jul 27, 2022 at 7:59 AM Matt Vijayan <mvijayan@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> Agreed Tim.
>>>>>>>
>>>>>>> @Ashley Mirone <amirone@homecareassistance.com>
>>>>>>> Can you please help? We need someone to calculate Roger's bonus for
>>>>>>> the following accounts from April onwards.
>>>>>>>
>>>>>>>
>>>>>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001bRJjnQAG/view
>>>>>>>
>>>>>>>
>>>>>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001Xgdd0QAB/view
>>>>>>>
>>>>>>>
>>>>>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0015e00000gwGHoAAM/view
>>>>>>>
>>>>>>>
>>>>>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001bQEkfQAG/view
>>>>>>>
>>>>>>>
>>>>>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001YvU5yQAF/view
>>>>>>>
>>>>>>>
>>>>>>> Best regards,
>>>>>>>
>>>>>>> Matt
>>>>>>>
>>>>>>> Matt Vijayan
>>>>>>> Director of Sales, Canada
>>>>>>> Home Care Assistance
>>>>>>> mvijayan@homecareassistance.com <Matt.Vijayan@TheKey.com>
>>>>>>> (905) 592-0085
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> <https://maps.google.com/?q=375+University+Ave+E,+Waterloo,+ON,+N2K3M7&entry=gmail&source=g>
>>>>>>>
>>>>>>> <https://homecareassistance.com/>
>>>>>>>
>>>>>>> *Champions of Aging Well*
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> On Wed, Jul 27, 2022 at 10:27 AM Timothy Thomas <
>>>>>>> tt@homecareassistance.com> wrote:
>>>>>>>
>>>>>>>> Shouldn't he get credit for prior months? He did close the business.
>>>>>>>>
>>>>>>>> On Wed, Jul 27, 2022 at 10:26 AM Matt Vijayan <mvijayan@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> Hi Tim
>>>>>>>>>
>>>>>>>>> No one responded from Salesforce admin. I just went ahead and
>>>>>>>>> changed the ownership. Roger won’t get advantage for the previous months.
>>>>>>>>>
>>>>>>>>> He has 2 SoCs for this month and 3rd in the pipeline. His target
>>>>>>>>> is 3 SoC for the month.
>>>>>>>>>
>>>>>>>>> Thanks for the follow up.
>>>>>>>>>
>>>>>>>>> Best Regards,
>>>>>>>>>
>>>>>>>>> Matt
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> *Matt Vijayan, B.Sc., MBA, CCPE*
>>>>>>>>> Director of Sales, Canada
>>>>>>>>>
>>>>>>>>> Home Care Assistance
>>>>>>>>>
>>>>>>>>> Direct: 905-592-0085
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> <Screen Shot 2020-02-22 at 8.50.56 PM.png>
>>>>>>>>>
>>>>>>>>> On Jul 27, 2022, at 10:18 AM, Timothy Thomas <
>>>>>>>>> tt@homecareassistance.com> wrote:
>>>>>>>>>
>>>>>>>>> Was this cleared up? Roger told me the accounts are now his...just
>>>>>>>>> wanted to be sure.
>>>>>>>>>
>>>>>>>>> ---------- Forwarded message ---------
>>>>>>>>> From: Matt Vijayan <mvijayan@thekey.com>
>>>>>>>>> Date: Thu, Jul 21, 2022 at 11:29 AM
>>>>>>>>> Subject: Fwd: Roger
>>>>>>>>> To: Aaron Baik <abaik@thekey.com>
>>>>>>>>> Cc: Preston Harlow <pharlow@thekey.com>, Roger Caron <
>>>>>>>>> roger.caron@homecareassistance.com>, Timothy Thomas <
>>>>>>>>> tt@homecareassistance.com>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> Good morning Aaron,
>>>>>>>>>
>>>>>>>>> My apologies. This email should have gone to you, not to Preston.
>>>>>>>>> Can we transfer these accounts to Roger's credit?
>>>>>>>>>
>>>>>>>>> Best regards,
>>>>>>>>>
>>>>>>>>> Matt
>>>>>>>>>
>>>>>>>>> Matt Vijayan
>>>>>>>>> Director of Sales, Canada
>>>>>>>>> Home Care Assistance
>>>>>>>>> mvijayan@homecareassistance.com <Matt.Vijayan@TheKey.com>
>>>>>>>>> (905) 592-0085
>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> <https://maps.google.com/?q=375+University+Ave+E,+Waterloo,+ON,+N2K3M7&entry=gmail&source=g>
>>>>>>>>>
>>>>>>>>> <https://homecareassistance.com/>
>>>>>>>>>
>>>>>>>>> *Champions of Aging Well*
>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> ---------- Forwarded message ---------
>>>>>>>>> From: Matt Vijayan <mvijayan@thekey.com>
>>>>>>>>> Date: Tue, Jul 19, 2022 at 10:03 AM
>>>>>>>>> Subject: Fwd: Roger
>>>>>>>>> To: Preston Harlow <pharlow@homecareassistance.com>
>>>>>>>>> Cc: Timothy Thomas <tt@homecareassistance.com>, Ashley Mirone <
>>>>>>>>> amirone@homecar