Matrix

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  1. Print notes on accounts

    Being able to print a list of our prospects (or accounts) with the notes will be helpful when reviewing account activity and prospecting with management

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. I would like it if activities could suggest a next step like creating/updating a deal upon closing

    When I close a deal, in order to follow the natural sales cycle workflow, I would like Matrix to ask something like "would you like to create or update a deal based upon the outcome of this activity?" and I can then choose to create, update, or ignore this recommendation.

    3 votes

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    This is something we’re looking into for future CRM enhancements. If we could suggest next steps for you, we feel the end user would be more likely to actually TAKE those next steps.

    More to come in the future as we learn about this type of behavior.

  3. search bar for activity and general notes

    It would be amazing if you had some sort of search bar to find information within your notes and activity notes.

    1 vote

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    gathering requirements  ·  0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Would like to be able to schedule an appointment that spans more than one day

    I have to go to a seminar or trade show that is more than one day. I would like to be able to create one activity that spans multiple days.

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. Provide a way for managers to track the ratio of meeting activities to closed deals

    I would like to quickly be able to see how often meetings lead to closed deals.

    4 votes

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    Sounds like a neat way to trend an AE and help coach them into being a star.

    We need to figure out a better way to tie Deals and activities together before we can solve this problem. As it stands today, most salespeople are not putting in Activities against their deals so this really kills our ability to figure out this kind of information.

    The good news is that we really want to figure this out and are working with folks to determine a good solution that people want to use without making it feel like extra work.

    Thanks!

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