importing deals
Unfortunately we didn’t hear back about additional information for importing deals. I’m still confused why or where you are doing deals that need to get imported into Matrix instead of starting there, but then I thought perhaps you’re utilizing a system like Strata, AdConnections, or KATZ and would find it beneficial to create deals from their information.
If that’s the case we have integrations with each of those groups and I’d be happy to send information to you (or a decision maker) to help you understand how we can provide a clearer picture around forecasting!
If you have more information about importing deals do not hesitate to respond back and we can continue this conversation.
Thanks!
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AdminRyan Moore (Product Owner, Matrix) commented
Could I ask why and where you are doing deals outside of Matrix?
I could see this for a new customer transitioning from another system, but I'm struggling to understand this for someone that has been with us for a few years as your organization has.
Let us know! We want to understand business struggles and needs and how we can provide solutions to meet them so I'm just probing to get that info.
Thanks!