Re: *New* HCL Activity Enhancements & Dashboard

Hello Sales Nation,

Thank you to everyone who joined our live Dashboard training session this
morning! Please find the meeting recording below for anyone who might not
have been able to attend.

*HCL Activity Dashboard Walk-through (Recording Link)*
<https://drive.google.com/file/d/1wWjgZqdRpSObon-zbj9P1Ye3xJsSheNb/view?usp=sharing>
HCL Activity Dashboard (LINK)
<https://homecareassistance.lightning.force.com/lightning/r/Dashboard/01Z7V000001G8uOUAS/view?queryScope=userFolders>

We had a great question about when credit for assessments and intakes
technically starts and I'm happy to share that we are officially LIVE and
any intakes or assessments that occurred in May will count towards May
activity goals. HCLs are welcome to document any past assessments or
intakes from this month to earn credit for those.

For continued training and support with this new Dashboard, please join our
Thursday Salesforce Open Office hours weekly at 10:30 PT / 1:30 ET.
Feel free to ping Chelsea Lucas if you do not see the calendar invite on
your Gmail calendar or you are welcome to simply join using the meeting
information below:







*Salesforce / PandaDoc Office HoursThursday, May 30 · 10:30 – 11:30amTime
zone: America/Los_AngelesGoogle Meet joining infoVideo call link:
https://meet.google.com/aqw-cwhb-evu
<https://meet.google.com/aqw-cwhb-evu>Or dial: ‪(US) +1 774-231-0369‬ PIN:
‪948 042 860‬#*

Have a great Friday!

Thank you,


On Fri, May 24, 2024 at 6:00 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>
>


-- 
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>