--000000000000fac6e905e61655e3 Content-Type: multipart/alternative; boundary="000000000000fac6e805e61655e2" --000000000000fac6e805e61655e2 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Preston this is very helpful and I leave it to Tim and Matt to determine if they have anyone who fits this criteria. On Fri, Aug 12, 2022 at 1:33 PM Preston Harlow wrote: > Hi Angie and Matt, > > Based on what Matt is saying, no data is not flowing through correctly. > Salesforce is our source of truth and therefore anything that is > misrepresented we certainly want to be corrected. Typically we won't upda= te > data in SF prior to the acquisition date but should have data flowing > through correctly since then. If the teams are starting clients in CC > instead of SF this would cause a lot of this disconnect. There will need = to > be some work to clean this up. The best approach will be to get a > spreadsheet of the clients that don't have the correct referral informati= on > in SF and provide that list in a ticket to the SF Team with the correct > accounts to get them to update the records accordingly. Do you have these > clients identified anywhere yet? > > Thanks! > Preston > > On Thu, Aug 11, 2022 at 7:55 PM Angie Markwell > wrote: > >> Thanks Matt - Preston are we confident now that the data is flowing >> through correctly and accurate? >> >> On Thu, Aug 11, 2022 at 10:34 AM Matt Vijayan >> wrote: >> >>> Hi Angie, >>> >>> As discussed today in the Northeast Regional Meeting, keeping you in th= e >>> loop. >>> >>> Best Regards, >>> >>> Matt >>> >>> >>> *Matt Vijayan, B.Sc., MBA, CCPE* >>> Director of Sales, Canada >>> >>> Home Care Assistance >>> >>> Direct: 905-592-0085 >>> >>> >>> >>> On Aug 10, 2022, at 6:15 PM, Matt Vijayan >> mvijayan@homecareassistance.com> wrote: >>> >>> Hi Preston, >>> >>> I just did a quick analysis on small segment of customers that are bein= g >>> transferred over from clear care in Waterloo and Oakville. I noticed th= at >>> 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 to= p >>> tier SAP clients, Proactive Seniors was not tagged with respective refe= rred >>> active or inactive clients. This resulted in a discrepancy in growth >>> reporting; Gross Profit Summary showed a growth of 30% and SF has a dec= line >>> of 30%. Thoughts? Another example is how Roger=E2=80=99s referral accou= nts=E2=80=99 >>> 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 ar= e >>> relatively new and they have been informed to perform due diligence pri= or >>> to and during pipeline meeting to prevent such discrepancy. We would li= ke >>> to fix this retrospectively because the g