Re: Vancouver Salesforce

From
Carolina Orosa <corosa@homecareassistance.com>
To
Sarah Powers <spowers@thekey.com>
CC
Timothy Thomas <tt@homecareassistance.com>, Rebecca Howe <rhowe@homecareassistance.com>, Angie Markwell <angie.markwell@thekey.com>
Date
Mon, 18 Apr 2022 10:51:57 -0700
Folder
INBOX
--0000000000008325e505dcf16b5d Content-Type: text/plain; charset="UTF-8" HI Sarah, Just following up - will you be able to consolidate? On Tue, Apr 12, 2022 at 2:03 PM Carolina Orosa wrote: > Hi Sarah, > > Thank you for the clarification. It has been impacting our internal > metrics because we have been using White Rock as our office location in > Salesforce (for fear that the HCA location was too generic and may be used > by other locations) but using HCA in ClearCare (to distinguish it from > Loving Home Care). It would be much simpler for my team if HCA and White > Rock could be consolidated into one location in both Clear Care and > Salesforce. Are you able to help with that? > > Warm regards, > > Carolina > > On Tue, Apr 12, 2022 at 1:16 PM Sarah Powers wrote: > >> Hi Carolina, >> >> I apologize for such a delayed response here. The multiple locations in >> Salesforce and ClearCare should not be impacting your metrics, since in the >> reporting that Rebecca and her team do has all three roll up into the >> reporting for Vancouver. >> >> Can you please share examples where the metrics are off so Rebecca and >> her team can investigate? >> >> Thanks! >> Sarah >> >> On Tue, Apr 12, 2022 at 12:49 PM Timothy Thomas > tt@homecareassistance.com> wrote: >> >>> Sarah could we please get some clarification on the multi location issue >>> in Vancouver? Caroline believes her metrics are off. >>> >>> Thank you >>> Tim >>> >>> On Fri, Apr 8, 2022 at 5:04 PM Carolina Orosa >> corosa@homecareassistance.com> wrote: >>> >>>> Hi Sarah, >>>> >>>> I just wanted to follow up on this email sent out a few months ago. >>>> This still hasn't been done and I am worried that having 3 locations in >>>> Salesforce is impacting metrics reporting, especially in light of this >>>> week's WBR meeting. >>>> >>>> Please let me know when we can expect this to be fixed. >>>> >>>> Thank you, >>>> >>>> Carolina >>>> >>>> On Thu, Feb 3, 2022 at 11:31 AM Carolina Orosa >>> corosa@homecareassistance.com> wrote: >>>> >>>>> >>>>> Hi Sarah, >>>>> >>>>> Per our discussion earlier, Vancouver currently has 3 locations in >>>>> ClearCare and Salesforce - HCA, White Rock and Loving Home Care. I would >>>>> like to please request the following: >>>>> 1. For ClearCare, consolidate the HCA and White Rock into one location >>>>> and name it HCA Vancouver. I want to keep the Loving Home Care location >>>>> separate for now as we are tracking their revenue and margins separately >>>>> 2. For Salesforce, please do the same for all current and >>>>> future leads. We will not be entering any leads under "Loving Home Care" >>>>> moving forward but because I want to keep it separate in Clear Care, it >>>>> will have to be the same in Salesforce. >>>>> >>>>> Thanks so much! >>>>> >>>>> Warm regards, >>>>> >>>>> Carolina >>>>> >>>>> >>>>> -- >>>>> >>>>> Carolina Orosa >>>>> President and Chief Operating Officer >>>>> Home Care Assistance >>>>> 1861 Marine Drive, >>>>> West Vancouver, BC V7V1J7 >>>>> ph: 

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