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!
562 results found
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Move the Matrix University tab
On my iPad, the Matrix U is directly over the scroll bar.
Could you move it to the left side?1 voteAll University functionality can now be accessed from the support menu in the Knowledge Base.
Thanks for pointing this out to us!
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expresso shot
it would be good to have an "espresso shot" available in my accounts. that way I dont have to look at email to find out the activites that are pressing.
1 voteWe have created a new data card within Matrix Monarch (currently in beta). This card allows you to see the activities planned for today as a way to focus on the tasks at hand.
Thanks for the feedback!
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Deleting Agency Contacts from the Account, Deletes them from the Agency as well
When you link and agency to a new client it brings over contacts from other accounts tied to the agency. This is fine, but when you delete the contact from that accout, it deletes it at the agency level on all acounts.
You should be able to revise by account without deleting from other account as each account may have a different AE at the agency and a different buyer.
1 voteWe have just completed the development of this feature. You’ll now be able to add/remove contacts from agencies without the fear of them actually being deleted! This is simply a show/hide type of interaction now.
We can’t wait for you to try it out within our Monarch product!
Keep the feedback flowing!
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Add "check all" option
Instead of having to add each individual asset (outlet) to the agencies page there should be a button to "check all". This is cumbersome!
1 voteAdding an Agency will now allow you to add all Outlets at once if you wish.
Thanks for the feedback!
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Office Toggle on AE Sales Outlook Pod
AE's need the ability to see a breakout by office. Some AEs sell multiple.
1 voteWe have added this request to the pod within our Monarch product.
Looking forward to see you all in Monarch this year!
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Full screen mode on deal management
It would be great if there was a Full Screen mode on the deal management page, as this would save us AE's time in entering our pending for more than 6 months. Not to mention how easy it would be to see everything.
Is there any reason why this is not an option? I cannot believe I am the only one that has suggested this!
Remember, every second counts, especially when you are a salesperson!
1 voteWe have implemented what is called a responsive design in the next installment of Matrix and plan to roll this out in 2017 to our customers. This new version has a lot of new enhancements and user interface changes that we’re extremely excited to share with each of our users.
Our marketing team will be leaking out images soon so check your inbox or just ask us about it :)
Thanks!
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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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Share specific contacts
We tag contacts as references but the rest of the sales team can't see them. i'd like a way to share contacts with my team and not have to update the sharing when there are new members to the team.
1 voteWe have achieved this with a new role that allows you to share things like contacts!
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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report formating-
i would like to see the header on the left margin instead of wrap/merged over more cells than the report columns -- and at the lower right - the Run at xxx i would like to see centered at the bottom of the report. This would allow printing a pacing report from excel scaled to all columns on a page - being large enough to read.
1 voteReports have been given a CSV option for raw reporting which flattens all of the data into individual sells and removes the hierarchies that cause the poorer printing experience.
You’re free to do what you want with it now!
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Allow us to enter the prefix of a customer manually
I have a need to add a contact with a prefix of "Brother" this is not an option in the dropdown and I can think of others that I may want to use so instead of bothering you guys about this each time it would just be easier if I could add my own.
1 voteThis has been completed and is available for you to use right now!
Thanks for much for your feedback!
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contacts by company name
Under contacts, it would be great to search by company name instead of first name. Perfect for reps and manager's covering accounts.
1 voteMatrix has a global search and this is being enhanced for our next installment to be even more prominent and useful.
We feel that if you are looking for contacts of a particular Account or Agency then you should use the global search and locate that Account or Agency. The contacts will be there waiting for you along with all forecast, revenue, activity and address information to help take the next step when covering accounts.
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segmentation by city/state/or ZIP code
if you cannot (which wasn't obvious to me) I would like the ability to pull up accounts and contacts by geographic locales
1 voteThis functionality currently exists. I’ve attached some Quick Reference Guides and videos as a comment to this request for you to go through as well as reached out to our support team so that someone can give you a call and go through the functionality with you.
Please let me know if you have any additional questions and thanks for submitting your feedback!
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Add capability to choose "Office" when adding a deal
Currently, from the Deals screen, you can choose your "outlet", however "office" is automatically selected, from whatever is listed first in alphabetical order. If you "edit" the deals details, you can switch your office, but that should be part of the main Deal Screen. My reps are forecasting for outlets, and because they're not aware of what office is being chosen (because they aren't clicking into the edit field) it's messing up some reports. I found a "work around" for now, but wanted to add feedback as well.
1 voteWe have made the Office field much more visible within Monarch and have noticed the amount of tickets from various customers trending downward to non existent.
Thanks for the feedback and we can’t wait to see you all in Monarch utilizing this great enhancement!
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Pacing number in the birds view
We need the pacing number in the birds eye view
1 votePacing exists on the Bird’s Eye View for managers. For salespeople it’s not a daily concern and is the reason why it does not exist there today. We try to limit the Bird’s Eye View to answer questions you would normally ask every day, specific to your role.
We are working on a new product, Monarch, and this might make sense in that system as we can create many customizable data cards and alerts so keep your eyes peeled for events, newsletters, and other engagements around Monarch from Matrix in the near future a we roll the product out later this year and into 2018!
Hope this makes sense, and thank you for your feedback.
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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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view email from activity window
If an activity is an email via Matrix activity I'd like to be able to access the email from the activity window. Case: I'm in Matrix locker and see that a document is associated with an activity. I click on the activity to see the details but because it's a Matrix Activity activity I can't see the info. I have to go to the account or contact page or activity list fine the activity and click on the envelop to see the email detail. Not as fast or efficient as it should be.
1 voteThe Activity Profile now shows you the email content as well as any attachments from the email that created the activity.
Note that if you manually create an email activity (not sent from Outlook for example) your experience will be different as their is no body of the email since an actual email is not present.
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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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When inputting deals in matrix, with regards to special projects
When inputting a special project you can currently only attach it to 1 outlet. At our station we have 2 outlets as well as a digital outlet. Some projects go across multiple outlets so it'd be nice to be able to put the correct dollars against each one.
1 voteWe have completed this work with a new and improved Projects experience in Monarch. We’re soft launching this right now and would love to get your organization on board with it!
Either way, we’ll be doing a full roll out in early 2020 so if you want to take an official dive after the holidays that’s fine too.
Thanks for your input!
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Ability to lock by month for budgets
I am told we can only lock all or nothing on the budgets. This is a huge problem as AE's often make mistakes and change things on the wrong months. In the old system we had the ability to lock off months/quarters. Please fix this!!!!!
1 voteThis has been completed and released as part of last weekend’s budget updates! Thanks so much for the feedback. We’ll be looking to push a ton of additional updates out over the next few weeks around budgets too!
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Column cut off with no scroll option on Alert Center Results for Pacing Falling Behind
Need to widen, resize data, or allow for scroll.
1 voteAlerts have been rewritten and this issue has been resolved.
Thanks for pointing it out!
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