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

--000000000000a2758406311e8982 Content-Type: multipart/alternative; boundary="000000000000a2758306311e8980" --000000000000a2758306311e8980 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Donny, For the handful of instances where a HCL owns the Referral Account but is 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 identify 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 wrote: > Good Morning, > > Attached is an updated version of the worksheet we reviewed last week in > the RD Meeting. The file contains details of the funnel volumes, Starts a= nd > Revenue, and Account assignments for the GMs. Within the different tabs,= 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 a= nd > 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. Record= s > highlighted in yellow are ones where the Marketer Credit is the GM, > but the Referral Account is owned by another person or RevOps. The Mar= keter > Credit and Account Ownership should align. If the record is highlighte= d in orange > these are from generic Referral Accounts such as "Google Search", > "Word of Mouth" and "Web Lead - Google Paid". These prospects have Mar= keter > 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 acc= ounts > 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 future > reporting we will only be reporting based on Marketer Credit, so we need = to > make sure this is accurate. Thanks and please let me know if you have any > questions. > > Donny Deshotels > VP, Data and Analytics | *TheKey* > *Mobile: 225.916.9227* > [image: TheKey] > --=20 Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com --000000000000a2758306311e8980 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Donny, For the handful of instances = where a HCL owns the Referral Account but is not populated in the Marketer = Credit field, those Opportunities need to be updated so the HCL is populate= d in the=C2=A0Market=C2=A0Credit field. There seems to be a Salesforce issu= e at play. @Renee= Drobek =C2=A0Can those records please be bulk corrected in Salesforce a= nd can these examples please be used to identify what is causing this issue= ?=C2=A0 Looping in=C2=A0 @Sales Leadership Team =C2=A0for visibility on these marke= ter credit discrepancies. On Mon, Mar 24, 2025 at 4:45=E2=80=AFAM Donny Deshotels < donny.deshotels@thekey.com > w= rote: Good Morning, Attached is an updated= version of the worksheet we reviewed last week in the RD Meeting. The file= contains details of the funnel volumes, Starts and Revenue, and=C2=A0 Acco= unt assignments for the GMs. Within the different tabs, I have highlighted = records that need to be corrected or addressed in some way. It is important= these=C2=A0records are addressed to allow for reporting and proper credit = to be assigned. Below are the 6 tabs included and a description of the cont= ent. The bolded tabs are the ones needing your review/input. = Funnel Details - Includes a record for each prosp= ect with funnel volumes (lead, opportunity, assessment) since 3/7 either as= signed to a Referral Account owned by a GM or with Marketer Credit to a GM.= Records highlighted in yel= low are ones where the Marketer Credit is the GM, but the Referral A=