28 results found
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
Passing this along to our team as we’re doing to be improving the Account Profile experience in the future so I want this to be a candidate for that.
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 the3 votes
Adding this as a candidate for upcoming activity changes.
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
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.
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
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.
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
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.
If the account is direct....the word direct should display in the agency list.2 votes
Looking to get some work done on this in the future. Moving to prioritizing bucket.
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
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.
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
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 help new account executives learn the workflow of their sales cycle. Thank you for your consideration!
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
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 :)
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
We are looking into enhancing our reporting capabilities early next year. Stay tuned…exciting things are coming :)
Leave street address populated when linking contacts to accounts/agencies2 votes
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!
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
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!
We need a master list of advertising agencies. New reps will save time know who is already doing business at the station.1 vote
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 December1 vote
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!
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
Figuring out a place for this on the roadmap
Thanks for the feedback! This report will need an overhaul in the future, so it will be something that we look to do at that time.
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
Deleting old notes, especially the ones that are not the new AE's caused from reassigning1 vote
Just an update that we have added notes to Agencies which can also be deleted if you choose. This same functionality will make its way to Account profiles in the future.
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
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!
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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