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

--0000000000001c07500631305167 Content-Type: multipart/alternative; boundary="0000000000001c074f0631305165" --0000000000001c074f0631305165 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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=E2=80=AFPM Renee Drobek 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=E2=80=AFPM Julia Jenkins > wrote: > >> Hi Donny, >> >> For the handful of instances where a HCL owns the Referral Account but i= s >> 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 Can those records please be bulk >> corrected in Salesforce and can these examples please be used to identif= y >> what is causing this issue? >> >> Looping in @Sales Leadership Team for >> visibility on these marketer credit discrepancies. >> >> >> >> On Mon, Mar 24, 2025 at 4:45=E2=80=AFAM Donny Deshotels > donny.deshotels@thekey.com> wrote: >> >>> Good Morning, >>> >>> Attached is an updated version of the worksheet we reviewed last week i= n >>> the RD Meeting. The file contains details of the funnel volumes, Starts= and >>> Revenue, and Account assignments for the GMs. Within the different tab= s, 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. Reco= rds >>> highlighted in yellow are ones where the Marketer Credit is the GM, >>> but the Referral Account is owned by another person or RevOps. The M= arketer >>> Credit and Account Ownership should align. If the record is highligh= ted in orange >>> these are from generic Referral Accounts such as "Google Search", >>> "Word of Mouth" and "Web Lead - Google Paid". These prospects have M= arketer >>> 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 a= ccounts >>> 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 futu= re >>> reporting we will only be reporting based on Marketer Credit, so we nee= d to >>> make sure this is accurate. Thanks and please let me know if you have a= ny >>> questions. >>> >>> Donny Deshotels >>> VP, Data and Analytics | *TheKey* >>> *Mobile: 225.916.9227* >>> [image: TheKey] >>> >> >> >> -- >> Julia Jenkins >> Director, Revenue Operations >> *Please note my email address has changed:* >> jujenkins@thekey.com >> Mobile: (805) 717-7606 >> TheKey.com >> >> > --=20 Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com --0000000000001c074f0631305165 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes! They are highlighted in yellow=C2=A0in the spreadshee= t=C2=A0Donny 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=E2=80=AFPM Renee Drobek < renee.drobek@thekey.com > wrote: Do we have = a list of the opportunities that the marketer credit field was incorrect fo= r? That will allow me to dial in a bit more to understand the potential cau= se.=C2=A0 On Mon, Mar 24, 2025 at 6:58=E2=80=AFPM Julia Jenkins < jujenkins@thekey.com = > wrote: Hi Donny, For the handful of instances wher= e a HCL owns the Referral Account but is not populated in the Market