Matrix
Please use this area to let us know what you like, dislike, or would change about the product and/or services in order to better meet your needs in the way you do business. If we ask for more information, please respond in order to ensure your ideas have a better chance of being made a reality!
26 results found
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Generate a list of Lead Accounts that have not yet been submitted for approval
We recently discovered that there were over 200 Lead accounts that were not yet submitted for approval, and this was provided by Support.
This was an "eye opening" experience for us Managers, and this feature needs to be available in Matrix, either as a List Builder and/or Alert.
Having this information will greatly enhance account strategy and help us be more proactive vs. reactive.
1 voteI think we are targeting the wrong side of the coin with this request. We should assume that managers are taking the time to approve leads because then we can assume that anything that is a Lead has not been submitted for approval.
It is unlikely that we will provide this type of analysis to users outside of what we have today by filtering the Account List.
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Build List using ALL Accounts within my Market
It is frustrating that I need to go though my Mgr to get a list of accounts within my Market that are taken vs. being able to do this on my own.
My Manager can easily do this via List Builder, I can only search name by name via the Master List.
Being able to do this on my own, affords me the ability to plan my day when visiting a particular city and/or town. I will already know what accounts are NOT taken, and would be able to quickly target them, and be much more productive.
Please let me…
1 voteYou have Filters on the Master Account List. We’ve successfully worked with users to set Outlet filters for those in their market (which for most users is all Outlets that they have access to). Additionally you might want to remove yourself from the Salesperson filter so that you then only see accounts owned by people that aren’t you.
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Entering deals in leads
Right now, AEs don't have the ability to enter deals in leads. However, our managers would like us to do so. We are only allowed a certain number of prospects, so this is a problem because they want this done for all leads as well.
1 voteI don’t think that this is something Matrix will be getting involved in. For Matrix, a lead is not a qualified account and if it is not qualified then you cannot begin to know their spending budget.
This sounds like a policy that your team may want to discuss as a group at your next sale steam meeting. Perhaps it’s totally valid and they have the numbers showing sales go down when too many accounts are in place and perhaps you have the proof that you can manage a larger set of accounts.
Either way it sounds like a bit of a hack to allow this kind of functionality to artificially grow your account list and I’m afraid that we must decline this feedback for the time being.
Thank you!
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Changing Prospects back to Leads
We are only allowed to have a certain amount of prospects, so when we still want to hold onto the account as a lead but don't necessarily want it as one of our protected accounts...right now, we can't change it from a prospect to a lead.
1 voteThis sounds like a bit of a hack in the sales process and I’m not sure that we want to do that. For Matrix, the difference between a Lead and a Prospect is that a prospect is qualified. It does not consider the amount of accounts a single salesperson is allowed to manage.
You might want to discuss a different policy in your weekly sales team meetings to try to be more accommodating as It’s probably hurting overall sales! Then again, perhaps its a great policy and forces each salesperson to focus on moving clients that are more inclined to buy. Not sure, but I don’t think Matrix will get involved in this one.
Sorry, but thanks for the feedback!
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Applying credits to month they were taken against, not month applied
Currently if a credit is done in the current month for a previous month, the adjustment goes against the current month billing. This does not give an accurate picture of billing. Also skews revenue and projections.
1 voteMatrix can only report billing on what is given to it. This sounds like it is more of a problem from your traffic/billing system in how it issues credits.
There would be no way for Matrix to know what month a credit would go into without human interaction or that a negative amount is even considered a credit vs some other type of adjustment that occurred.
Historically finance teams have frowned upon us giving salespeople the ability to make adjustments of any type, so given all of this I’m afraid we are unable to do anything about this feedback at this time.
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Searching accounts
When searching for accounts, National accounts should indicate which office manages accounts or agencies.
1 voteUnable to obtain more information on this.
I’m going to continue to recommend using the Account List’s search if this is your particular need over the main search from the magnifying glass. That list already has the Office and Agency information on it.
If you have any additional information you’re welcome to respond or create another feedback where we can discuss further.
Hope this helps!
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