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!
80 results found
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Need a damn Mobile App
Microsoft will gladly run you guys out of business if you don't adapt and create a Mobile Application
1 voteA mobile site has existed for a few years now. It uses the same URL that your desktop version uses and is very Salesperson focused allowing you to manage your book of business from the road with Activities, Deals, and Contact information including some pretty awesome mapping capabilities and route planners for travel. We encourage you to create a shortcut to your mobile desktop and even offer up instructions to do so when you first log in.
Simply because it is not an application found in the App Store or Google Play Store does not mean it is not a mobile application…in fact many apps used today on those stores (that aren’t games obviously) are simply rebadged mobile websites. It’s pretty cool what can be accomplished with HTML/CSS/Javascript and its variations of libraries!
This isn’t to say that we will NEVER build an app, and we’d love…
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1 vote
This functionality exists today, but your group currently isn’t subscribed to the portion of Matrix that offers it.
This is part of our List Builder functionality within Matrix Premium where you can build lists of Contacts and Accounts with a TON of useful information and then perform actions on it like plan mapped routes or create mass activities.
I’ll pass along your interest in this functionality to your success manager, and hopefully your corporate group will upgrade to take advantage of it soon!
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reveune history for a duopoly
For a duopoly with multiple outlets, it would be great to see this by outlet versus all summed up...at least an option to separate it.
1 voteThis functionality exists today. I see that you are submitting this feedback from an Account Profile so I’ll talk to that experience and mention others.
While on an Account Profile, click on the Revenue tab. When the grid loads, click the dropdown next to “Show revenue by…” and change it from Totals to Outlets. This will show a breakdown of the revenue by Outlet.
Alternatively you can run the Multi-Year Sales History report with a hierarchy like Account → Outlet and see each Account broken down by Outlets.
Hope this helps! I’ll have a support rep follow up to make sure you’re getting the answers that you seek and answer any other questions that you may have.
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Hiding leads from other AEs
Right now, leads are not hidden from other AEs. Just wonder if this could please be an option in the future..
1 voteWe have just completed development of this functionality. It’s a setting that Matrix will need to help you implement if the functionality is desired.
Your Matrix Success Manager will be reaching out to markets requesting this type of functionality, explaining what should be expected when it is turned on, and then enabling this for everyone that agrees.
Thanks so much for your feedback!
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Filter categories on account list(s)
Helpful to filter accounts (prospects and billing) to search for prospecting.
1 voteThis is handled in our List Builder functionality within Matrix Premium. Pilot markets are in place with your group so hopefully you’ll be able to use this functionality in the near future too!
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1 vote
While we don’t necessarily agree with this for AE’s due to the inherently lesser security view of data within the system, the functionality does exist for managers. In fact we JUST put it out this past weekend in our latest release!
Managers have the ability to rename (hey sometimes we spell prospects incorrectly ya know?), merge (sometimes we then get it right when the billing comes in), and group (and sometimes you just need to see all of those auto dealers together as one) their accounts.
I’m going to send this request over to the success management team and they’ll look into getting the right people hooked up with this ability right away.
Thanks for reaching out to us. We hope you find your turnaround for cleaner data to be much shorter in the near future.
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account list
add a drop down of add ons, for example phone number address etc that way when you want to export information, your accounts, a master list etc you will have that info with you. currently i believe what most AE's are doing is printing their snapshot then going back through and writing in phone numbers, contacts and so on.
1 voteThis feature currently exists within our Matrix Premium offering. Please reference my comment for more info on the List Builder feature and know that I’ve reached out to your Success Manager to see if your group would be a great fit for Premium.
Thanks for the feedback, and do not hesitate to reach out to us any time!
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Expanding the Name column on the Account List
Can we get the Account Name to display more characters? We have so many accounts that are city and county related but we need to know what follows: for example, Marinette Chamber of Commerce, Marinette Logging and Heritage Festival, Marinette City......Marinette Farm and Garden...
1 voteWe are in the process of redesigning Matrix for 2017 with a new UI in what is called a responsive design. This means Matrix will use as much space as your screen can support in order to show data.
I’ve taken a look at the Account field in this new design and it appears quite large so it should be able to handle MOST instances of an account now! Pretty cool! I’m sure there will be some user that has a larger name, but there’s always a tradeoff for keeping everything in eye shot vs fringe scenarios.
Thanks so much for your feedback as it definitely helped us to decide on a new design to roll out in 2017!
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The ability for all Account Executives to NOT see one anothers prospects
Since we operate where an account isn't owned until someone sells it, all prospects are open. Since they are open, 1 account executive can take another AE's prospect and sell it and make the account theirs. My AE's are weird about entering their prospects, so this doesn't help our cause on getting them to use it.
The other major kink to this is, one not so good AE enters a ton of prospects and never closes an account and another AE who's a good closer is discouraged on trying to sell that account because the other AE has them in…
1 voteThis functionality now exists. Please reach out to your Matrix Success Manager in order to have this turned on for your sales team.
thank you!
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Need to claim a lead on specific outlets, not all outlets
When an AE enters a lead they need to be able to specify the outlet(s) they are claiming the account on. This is particularly critical for digital sellers. Ideally a lead would have the same data entry points as a prospect, the only difference being manager approval.
1 voteLeads can now be added for specific outlets instead of all outlets. This matches the experience that you find with prospects.
The same is now true for both Prospect and (NEW!) Lead importing.
Thanks for the feedback!!
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Lead Approval Default
Instead of giving the AEs the option to pick who their lead is submitted to in alphabetical order, perhaps it should default to their sales manager
1 voteMatrix sets the default to the manager that you have last selected. You do need to pick one the first time, however. For example if i have 3 managers and the last one i selected was “Jill Smith” then the next time i submit a lead it will default to Jill Smith. I can pick others, but that’s what it will start with.
Hope this helps your sales team’s workflow!
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Account Sharing
WHen ae's share accounts, it would be nice to limit which "outlet" each can see/utilize. For example, we have one team that works on the digital part of an account and another ae that handles the broadcast outlet. Each is responsible for forecasting for the same account but different outlets. Too much area for mistakes if they both access all outlets. Is this possible?
1 voteWe have achieved this with a new role that allows you to share accounts and interact with everything OR interact with CRM information only while getting read access to financials. This allows you to still see the bigger picture which aids in not only deal creation, but relationship building as well.
Please let us know your specific scenarios and we’ll work with you in order to configure Matrix to better suit your needs.
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Ability to add MP3 Audio Files To Matrix Locker
Upload MP3 files (radio commercials) to Matrix Locker. It would be extremely beneficial to have advertiser's radio commercials available in the account's locker. We can already upload pdf, doc files et al, so one would think allowing space for MP3 files would be allowed.
1 voteYou can now add all file types to Matrix Locker, including MP3. Go crazy!
10mb file restriction still remains.
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I would like to specify the types of things to share on Shared Accounts
Sometimes I just want to share Notes or Contacts between salespeople and not necessarily the whole account. In those cases, it would be nice if I could specify who gets what aspects of an account.
1 voteWe have achieved this with a new role that allows you to share things like contacts, notea activities, and other CRM things while only giving read only access to financial data which ensures deals and budgets remain untouched!
Please let us know your specific scenarios and we’ll work with you in order to configure Matrix to better suit your needs.
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Should be able to filter accounts by location
I would like to be able to filter my account list or arrange it by City.
1 voteWe have just implemented a new feature that we call List Builder. This lets you build out Account and Contact lists based upon a LOT of different pieces of information include City.
List Builder is only available in Matrix Premium. If you’d like more information about this functionality, please contact our sales team at 877.687.9066 and we’d be happy to give you more information about it!
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Ability to Assign Priority from the Get-Go
I think it would be awesome to have the ability to assign the priority to each account from the beginning. I feel it's double work to have to return to the account once the lead is approved.
1 votePriorities are now part of account creation for both Leads and Prospects.
Hope this speeds things up for you!
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acct #
Would be great if there were a way for the account number to be included in the account field somewhere
1 voteWe have just released the ability to have custom fields on accounts!
This is a site-wide setting so if it’s something that your entire group is interested in doing then let’s talk! Matrix sets up the field for you and you benefit from it when editing accounts.
I’ll reach out to your success manager and see if this is a good fit for your group
Thanks!
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Can you add a column when pulling Accounts that shows the last bill date?
This would be a big help in account management to indicate when an account is inactive and needing purged.
1 voteJust your luck. Coming in our next release!
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1 vote
We have completed this request and it will be available in our next release. Be sure to check the release notes!
Thanks!
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The ability to "request" account ownership
Account Executives would be able to request ownership of an unclaimed account. Would make the process much easier on both account executives and managers who would have to manually move the accounts around.
0 votesSalespeople have this functionality today via the Prospecting link on the left. Search for specific accounts, accounts without recent billing in a specific category of business, accounts that are potentially churning. Once you find the account you're looking for you can request it be reassigned to you and the manager that oversees that outlet's decisions will be alerted to your request where they can approve or deny from the same Prospecting page.
Let us know how it works for you!
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