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!
188 results found
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Commission preset values
Not able to pre-set Deal commissions when they are different values but on the same outlet in Deal Defaults
1 voteThat is correct. You don’t get different commissions on the same Outlet unless you specify the Revenue Type.
You get X% on Outlet1 / RevType1
You get Y% on Outlet1 / RevType2Think of it as you get a new business commission and you get a different commission for maintaining existing business.
We do not see this changing in the near future.
Thank you for taking the time to share your feedback with us!
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It would be extremely helpful if we were able to pull a Forecast report that includes the AE's notes on the accounts.
If AEs could add notes in the Activities/Activities and Notes tab, then have the notes actually show up on the Forecast Report when the Show Notes option is chosen, it would be very beneficial for both AEs and management to see additional information besides simply seeing the pending/forecast dollars.
1 voteUnable to get clarification on this.
I encourage you to reply back if this is still an issue with additional information and I’ll be happy to open this back up as something we may prioritize in the future.
Thank you!
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Change Since Report
Add a "Change Since Report" like V4 has. Thank you!
1 voteUnable to get further clarification on what this means.
I encourage you to respond back with additional information so that we can open this back up and consider it for future prioritization.
Thanks!
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Access restrictions - User Profiles
More choices (more or less visibility in Matrix) when setting up user profiles.
1 voteUnable to get additional information. If you can put together a bit more detail around what you’re trying to solve or wish to accomplish then I strongly encourage you to enter this again.
Thank you!
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View Owner of Account
Both Account Sharers (in Account Profile) should be able to choose between who added Activities, etc. (filter)
1 voteThis is not likely to be something that we implement in the future. We do, however, want to make things clearer as to who the owner is for an item like an activity and who created it…but the idea of filtering this information on an Account Profile is not likely.
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Category Report
Can you please bring back the Category Report
1 voteUnable to elicit a response on what is specifically being requested.
If you still feel strongly about this, please feel free to respond or submit new feedback with more information about what a Category Report is / the problem it helped you solve.
We love to build cool things that people want to use, but we need to make sure that we understand the questions that need answered.
Thanks!
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FOR LUM more flexibility
FOR LUM more flexibility, example edit window with check boxes to enable or disable individual access / privilege
1 voteUnfortunately we could not connect on the specifics. If you can give us better examples on what you’re trying to achieve or the problem to solve then we encourage you to add a request back in with those examples.
Thank you!
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CSV file uploads
I just wanted to make a suggestion about CSV files. It would be very convenient if we had a CSV file template we could use and then upload the CSV to the system to log our activities. Many weeks I have over 100 activities to log after I have entered them into excel.
1 voteWhy are you entering activities into Excel as opposed to entering them into Monarch from the start?
It’s commendable that you’re creating and updating activities at all (truly awesome!), but we’d recommend that you bite the bullet and put them into the CRM so that they can be utilized more effectively than an Excel document. If it’s a matter of other people have different processes, then we definitely need to put your team in touch with our Success team at Matrix to help understand how we can optimize things for you :)
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Add existing contacts to an account
If you have a contact that now handles a different account, in addition to one they already have, you can not add it to the account without entering a new contact. It would be nice to be able to attach multiple accounts to a contact and also be able to just add them to the most contacted list.
1 voteJohn Smith might be John Smith no matter where he works, but the information for John Smith at Business1 are different from John Smith at Business2 often including the email address used.
One caveat to this is that we have instances where someone might work at a corporate headquarters and oversee multiple individual accounts (ex: Auto Dealers…City Audi, City Toyota, etc).
We’re actually looking to move contacts to be owned by the business and not by salespeople in the future and this wouldn’t work together with that plan. This includes the idea of having an HQ type of reference as well.
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include a cc option on the support ticket
Please include a "copy" option on the support and feedback tabs. This way a manager can be aware of what is being requested and can follow up when necessary.
1 voteThis is not something that we have any control over. Both the Support ticket and Feedback tools are 3rd party integrations that we have where those 3rd parties control the experience and we’re simply able to “skin” them in a way that looks pleasing to use.
We integrate with folks like this because they know how to handle Feedback and Support while we focus on providing better solutions for salespeople and their managers.
Hopefully that makes sense, but if either ever provides this option rest assured we will want to turn these features on and make use of them! :)
Thanks for the feedback!
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1 vote
We have simplified the budgeting process by allowing corporate to push how budgets are to be entered down to all markets and as a result, Budget Templates no longer exist.
We look forward to seeing all customers joining the rest on the New Budgeting Experience for the 2019 season!
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1 vote
We have simplified the budgeting process by allowing corporate to push how budgets are to be entered down to all markets and as a result, Budget Templates no longer exist.
We look forward to seeing all customers joining the rest on the New Budgeting Experience for the 2019 season!
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1 vote
We have simplified the budgeting process by allowing corporate to push how budgets are to be entered down to all markets and as a result, Budget Templates no longer exist.
We look forward to seeing all customers joining the rest on the New Budgeting Experience for the 2019 season!
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1 vote
We have simplified the budgeting process by allowing corporate to push how budgets are to be entered down to all markets and as a result, Budget Templates no longer exist.
We look forward to seeing all customers joining the rest on the New Budgeting Experience for the 2019 season!
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Remove static account field in Activities
When you create an activity and put in an account, then click "save and add another" it saves the account in that field, so that it's in every following activity unless you catch it to change it. That needs to be corrected.
1 voteThat is actually the desired outcome by the majority of our users when we investigated adding this feature.
It’s meant to be saying “Save this activity and create a follow-up activity just like it” and typically used when completing an activity. I believe we’re actually going to be changing the name in the future to “Complete and Add Another” to make it more clear.
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Weighting on Projects Report
On the projects report apply the weighting from the deal details. I would like to see a 'forecasted' finish on pitched dollars for the project.
1 voteThis is not something that we will be taking on as we are completely reworking the way Projects work for the Monarch system. The changes will make it easier for salespeople to enter and manage project pitches without duplicating efforts with Deals. Managers will find reporting and understanding the individual contributions toward a project more easily with new profiles and detailed views as well.
We’re extremely excited to get this delivered before the end of 2019 and we hope that this excites you as well!
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Add Activity Calculator
Add Activity Calculator
1 voteUnable to determine what this means. Declining for now, but if we can get a more concrete example on what problem this would solve then we will definitely open it back up!
Thank you!
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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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Pronunciation field
More important than a "spouse" or "child" field, I'd like to see a pronunciation field around or under the persons name. Obviously, its not necessary for all contacts... but when it IS necessary, it's REALLY IMPORTANT!!!
1 voteUnfortunately this is most likely not realistically going to be added to Monarch. It doesn’t seem to be a widespread issue, and we are going to focus on providing additional value around saving time, closing more deals, and increasing revenue potential.
Thank you for taking the time to share your feedback with us.
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trash folder for contacts
I accidentally deleted a contact ... there should be a way to bring it back ... please & thank you ...
1 voteThis is probably not something that we will take the time to build. So few incidents like this have occurred so we’re choosing to focus our efforts on game changing innovations and maintaining the product in areas that generate a lot of touch points.
Thank you for the feedback, and we hope to hear more of your ideas in the future!
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