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28 results found

  1. Display activity notes on account profile better

    it would be really helpful to be able to read all of the activity notes quickly, When calling a client back it takes time to have to open each note separately.

    8 votes

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    4 comments  ·  Activities  ·  Admin →
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  2. scheduled calls

    when scheduling a call - imported into my calendar - when the calendar reminder comes up, there's not an automatic integration of the contact's phone number.
    when on the road, that means, pulling up matrix, finding the account/contact and then calling - instead of simply opening the

    3 votes

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    3 comments  ·  Activities  ·  Admin →
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  3. add contact person name area to "add a prospect" window

    add contact person name area to "add a prospect" window. Consider letting me add an Agency at the same time. Or add an Account when I add an Agency. Account/Agency/Contact would be useful to add all at the same time when I know them.

    3 votes

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    4 comments  ·  Contacts  ·  Admin →
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    While prospecting, it makes sense to also add in the people you might know. I’m going to pass this along to our team for consideration in future Account changes that we are planning to do. I want to make sure that this is a candidate for development.

    Thanks!

  4. I would like a way to reassign the contacts on an account to another owner

    I accidentally created hundreds of contacts in my name (I am the sales assistant). I meant to give them to the account owners so that they could use them.

    It would be nice if Matrix could allow me to change the contact owner to another user in instances like this. My only option appears to be deleting the existing contact and recreating the contacts with the correct owner set in the dropdown.

    3 votes

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    1 comment  ·  Contacts  ·  Admin →
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    We plan to address issues with how contacts are managed within our newest product, Monarch, in the near future. If done right, it should eliminate the idea of a contact owner and put more focus on the company that the person works for as well as provide more up-to-date / accurrate contact info.

    Stay tuned!

  5. Send a Global Broadcast Message

    Recently an Account merge was done where the new name was completely different than the original e.g. America's Best Contacts was merged into "National Vision, Inc". Only Corporate knew about this, and this caused several AE's to notify me that "America's Best Contacts" was missing.

    It would be great if there was a "Broadcast Message" pod within Matrix that would list any "IMPORTANT" notices to all the Managers. Even have a bubble show, like it does for Lead Approval. Anything that would cause the Manager to view the notice.

    3 votes

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    1 comment  ·  Pods  ·  Admin →
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    This sounds like a great case for our new Alert Engine! Imagine, if you will, having the ability to know when one of your Accounts was renamed, merged, or grouped in the last 7 days or so.

    I’m going to pass this along to our development team for review to make sure that we plan for a case like this in our backlog of future development.

    Thank you!

  6. Agencies

    If the account is direct....the word direct should display in the agency list.

    2 votes

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    0 comments  ·  Agencies  ·  Admin →
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  7. Unassigned Accounts- View information

    It would be helpful if the AE had access to view the Revenue History in accounts Unassigned on the Account List. This would make it more useful to them to determine if an unassigned account was worth calling on.

    2 votes

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    We’re working on a new feature that will enhance the way “shared accounts” work but one of the end results will allow all salespeople to see this kind of information on accounts like this that they do not own.

    Stay tuned. We’re hoping to get this out this year and are currently in the design phase of the feature.

  8. AE Activity Threshold in Alert Center

    The options for AE Activity Threshold are This week, Last week and This Month. It would be great to have a NEXT WEEK option. This would be for things like meetings, which primarily need to be set the week before. It would be great to have that as a critical warning to remind me that perhaps my cold call isnt working and I need to seek other options to make sure my meetings are up to snuff fo rthe following week. thanks!

    2 votes

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    Prioritizing  ·  0 comments  ·  Alerts  ·  Admin →
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  9. Task lists

    I create task lists on paper for my clients and often worry that I am going to forget something shifting between paper and Matrix. I'd love to see each account have a place where I can create check boxes and lists of things that need to get completed - and have it appear on my daily espresso shot. Many of these items could be standardized - credit app, approval of commercial script, commercial shoot date, commercial shoot, approval of commercial, etc... This would help ensure that things don't fall through the cracks in a very high paced environment - and…

    2 votes

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    2 comments  ·  Alerts  ·  Admin →
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    Pulling this up as a candidate while we discuss new activity enhancements. Right now we’re discussing this as part of an improved Activity List (or equivalent because people hate paging through lists).

    Looking forward to experimenting with this one :)

  10. Gregorian or Broadcast option when pulling Commissions Report

    When pulling the Commissions Report it pulls all data based on Calendar billing. 95% of accounts bill as Broadcast and that's what the commissions are calculated on. The report would be much more accurate if this option was available.

    2 votes

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    3 comments  ·  Reports  ·  Admin →
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  11. When linkin a contact to an account or agency it will erase the already input street adress

    Leave street address populated when linking contacts to accounts/agencies

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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    We will look into a way to handle this that allows you to pick which contact information you want to keep on your contacts when attaching them to accounts and agencies.

    Thanks for the feedback!

  12. Account Ranking Queries

    I think it would be great if we could run a report that will display accounts that meet certain criteria like accounts that are - or + $500 compared to previous year.

    2 votes

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    2 comments  ·  Reports  ·  Admin →
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    With the upcoming Alert Center engine upgrade combined with an overall UI update this should be more of a reality.

    We could answer questions like the one requested and more like…
    “Show me accounts that have $0 billed this month but had money last year”
    “Show me accounts without Pending Deals”

    These types of questions can help you stay on track of accounts so that nothing slips through the cracks! Stay tuned…I predict a lot of greatness coming your way in 2017!

  13. Viewing Advertising Agencies Master List

    We need a master list of advertising agencies. New reps will save time know who is already doing business at the station.

    1 vote

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    Prioritizing  ·  0 comments  ·  Agencies  ·  Admin →
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  14. Deal reconciliation for Quarter

    Deal reconciliation for Quarter Ex: Reconciling $45,000 for Q4 2020 rather than reconciliation each individual month of $10,000 for October, $15,000 for November and $20,000 for December

    1 vote

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    0 comments  ·  Deals  ·  Admin →
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    We are going to work on a view that lets you enter your pending by Quarter. Reconciliation will still reconcile by month, but will then sum into the quarter so you can see what's remaining for a quarter or by month depending on the view you choose on each deal. 


    Stay tuned as we will update the status here and in release notes as it moves through the development process and thank you for your feedback!

  15. Add more default time frames in the Reports

    In Reports, in the Forecast Report. The default time frames available are good -- but perhaps add a couple? I always review revenue by quarter, so "Next Quarter" would be great to see. As well as "Next Year" -- which would be helpful now since we're in budgeting season.

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  16. 1 vote

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    0 comments  ·  Reports  ·  Admin →
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  17. Churning This Quarter KPI for Sales Productivity

    I want to see my sales team ranked by churn and then an easy way to see some of the biggest churn accounts within each salesperson.

    "Churning This Quarter" will be defined as any account that spent this Quarter last year but is <= $0 this Quarter this year.

    I'd also like to see "Potential Churn Next Quarter" where any account that spent next quarter last year but is <= $0 next quarter this year.

    1 vote

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    Prioritizing  ·  0 comments  ·  Reports  ·  Admin →
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  18. Reassigning Historical Notes - More flexibility

    Deleting old notes, especially the ones that are not the new AE's caused from reassigning

    1 vote

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  19. Account List Filters should be sticky

    Although one of the other SAs has "Leads" checked under Type in Accounts filters, I do not and I have to change it every time I go in, which is rather annoying.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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    We are planning to handle this as part of a large Account and Agency undertaking this winter!

    I will update this request as more information comes to light. We’re very excited to take on a bunch of these little changes like that as we know that it makes a big impact on all of you.

    Thanks for the feedback, and please stay tuned!

  20. Forecast Change Report - Date Range

    I can pick the change since date. I'd like to pick the end date as well instead of it always being today.

    1 vote

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    Prioritizing  ·  0 comments  ·  Reports  ·  Admin →
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