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Re: Roger (Salesforce & clearcare reconciliation)

From
Matt Vijayan <mvijayan@thekey.com>
To
Preston Harlow <pharlow@thekey.com>
CC
Matt Vijayan <mvijayan@thekey.com>, Ashley Mirone <amirone@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Wed, 10 Aug 2022 18:15:28 -0400
Folder
INBOX
📎 Screen Shot 2020-02-22 at 8.50.56 PM.png
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 




> 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 <mailto: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 <mailto: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 <mailto: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 <https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001bRJjnQAG/view>
> 
> Manoir Outremont Residence
> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0067V0000210BwiQAE/view <https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0067V0000210BwiQAE/view>
> 
> Selection Deux-Montagne
> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0067V000021sFgWQAU/view <https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0067V000021sFgWQAU/view>
> 
> Selection Panorama
> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0067V000021qGnjQAE/view <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 <mailto: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 <mailto: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 <mailto: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 <mailto:amirone@thekey.com>> wrote:
> Looping in +Preston Harlow <mailto: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 <mailto:Ashley.Mirone@TheKey.com>
> Direct: (310) 755-9669
> TheKey.com <https://www.thekey.com/>
>  <https://homecareassistance.com/>
> 
> On Wed, Jul 27, 2022 at 7:59 AM Matt Vijayan <mvijayan@thekey.com <mailto:mvijayan@thekey.com>> wrote:
> Agreed Tim.
> 
> @Ashley Mirone <mailto: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/0017V00001bRJjnQAG/view>
>>> 
>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001Xgdd0QAB/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/0015e00000gwGHoAAM/view>
>>> 
>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001bQEkfQAG/view <https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001bQEkfQAG/view>
>>> 
>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001YvU5yQAF/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 <mailto: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 <mailto: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 <mailto: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 <mailto: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 <mailto:mvijayan@thekey.com>>
>> Date: Thu, Jul 21, 2022 at 11:29 AM
>> Subject: Fwd: Roger
>> To: Aaron Baik <abaik@thekey.com <mailto:abaik@thekey.com>>
>> Cc: Preston Harlow <pharlow@thekey.com <mailto:pharlow@thekey.com>>, Roger Caron <roger.caron@homecareassistance.com <mailto:roger.caron@homecareassistance.com>>, Timothy Thomas <tt@homecareassistance.com <mailto: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 <mailto: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 <mailto:mvijayan@thekey.com>>
>> Date: Tue, Jul 19, 2022 at 10:03 AM
>> Subject: Fwd: Roger
>> To: Preston Harlow <pharlow@homecareassistance.com <mailto:pharlow@homecareassistance.com>>
>> Cc: Timothy Thomas <tt@homecareassistance.com <mailto:tt@homecareassistance.com>>, Ashley Mirone <amirone@homecareassistance.com <mailto:amirone@homecareassistance.com>>, Jackie Summers <jsummers@thekey.com <mailto:jsummers@thekey.com>>
>> 
>> 
>> Hi Preston,
>> 
>> Can you please transfer these accounts to Roger Caron’s credit dating back to April 2022?
>> 
>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001bRJjnQAG/view <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/0017V00001Xgdd0QAB/view>
>>> 
>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0015e00000gwGHoAAM/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/0017V00001bQEkfQAG/view>
>>> 
>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001YvU5yQAF/view <https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001YvU5yQAF/view>
>> 
>> 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>
>> 
>>> Begin forwarded message:
>>> 
>>> From: Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com>>
>>> Subject: Roger
>>> Date: July 19, 2022 at 9:37:26 AM EDT
>>> To: Matt Vijayan <mvijayan@homecareassistance.com <mailto:mvijayan@homecareassistance.com>>
>>> 
>>> Matt, there are some duplicate accounts which roger is tagged to but not the ones that are tied to revenue. Please see that all accounts below are flipped to Roger and verify if there should have been any June or July payments or starts of care. Thanks!
>>> 
>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001bRJjnQAG/view <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/0017V00001Xgdd0QAB/view>
>>> 
>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0015e00000gwGHoAAM/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/0017V00001bQEkfQAG/view>
>>> 
>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001YvU5yQAF/view <https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001YvU5yQAF/view>
>>> -- 
>>> Tim Thomas
>>> Head of Canada Division
>>> Please note my email has changed:
>>> tt@TheKey.com <mailto:Tim.Thomas@TheKey.com>
>>> (514) 591-9387
>>> TheKey.com <https://www.thekey.com/>
>>>  <https://www.thekey.com/>
>> 
>> 
>> -- 
>> 
>> Timothy Thomas
>> Head of Canada Division
>> Home Care Assistance
>> Office: 514-907-5065 <tel:514-907-5065>
>> Fax: 514-221-4265 <tel:514-221-4265>
>> 4464 Ste Catherine West
>> Westmount, QC, H3Z1R7
>> HomeCareAssistanceMontreal.ca <http://homecareassistancemontreal.ca/> 
>> ---
>> Read Our Testimonials <https://www.homecareassistancemontreal.ca/reviews.html>
>> We Are Hiring! <https://www.homecareassistancemontreal.ca/careers.html>
>> 
>> 
>> Champions of Longevity
> 
> 
> 
> -- 
> 
> Timothy Thomas
> Head of Canada Division
> Home Care Assistance
> Office: 514-907-5065 <tel:514-907-5065>
> Fax: 514-221-4265 <tel:514-221-4265>
> 4464 Ste Catherine West
> Westmount, QC, H3Z1R7
> HomeCareAssistanceMontreal.ca <http://homecareassistancemontreal.ca/> 
> ---
> Read Our Testimonials <https://www.homecareassistancemontreal.ca/reviews.html>
> We Are Hiring! <https://www.homecareassistancemontreal.ca/careers.html>
> 
> 
> Champions of Longevity

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