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!
13 results found
Display All Salespeople on My Team on Salesperson Filter on Account List
Stephanie Lundberg (Nexstar MGR) reached out and mentioned that it would be a great for AE's to be able to filter the Master Account List. Only managers are able to filter the Master List, and it would be great if AEs can do this even if just for the Placeholder Sellers.
In the past, I have also heard from other AE's who would only like to see the accounts assigned to specific placeholders so they know which accounts are available to claim more easily. Currently, they need to sort the list by seller to see these accounts grouped.4 votes
show contact information on the account list
It would be GREAT to see any contact information/phone number/address for any open account...especially as we move accounts with no activity to open all the time. If another AE has done the work to find the contact, then it would be awesome for everyone to be able to see it.3 votes
Allow the end user to change the type of an account.
If the account hasn't billed since 2010, I don't really want to classify the account as a billing account. Rather it needs to be worked as a prospect.
This will allow the managers to get an accurate count of billing accounts vs. claimed accounts on the AE's account list.5 votes
Change Last Billed label in Account List
Change the label on Last Billed to be Last Billed/Created or something. It's confusing to have a last billed date for prospects & leads.4 votes
It should not be allowed that an AE can add as a prospect an account that is already associated with another AE as a billing account in a market that I can sell.9 votes
Moving this up in priority for visibility as a candidate for future development.
I wish I was able to print out my upcoming deals, revenue, contacts, and activities for an account into an excel or pdf format.20 votes
Would like to have a way that after an account has been labeled a lead for 90 days that we can send an email alert to the rep in charge and4 votes
Options for Account List
In doing clean-up of the database, it would make it easier to see all of the duplicated accounts (like in the old Matrix we could pull in accounts listed 2+times) to easily reassign them if needed as well as merge duplicates myself without calling Matrix23 votes
Salespeople want to be able to rename their accounts
If a sales rep can 'enter' new biz account name, then they should be able to change that name if it is not owned by any other salespeople.1 vote
There’s a technical reason right now why we do not allow the name change, but this is a candidate for future improvement. Moving this up for more visibility to our product development team.
Add a tab in the Account Profile section with Account budget
Add a tab in the Account Profile section with Account budget3 votes
We are wrapping up budget related work and have opted to hold off on this particular feature temporarily. This is not saying that it will not be done, but we need to first get some Account/Agency architecture changes made before we can pull this type of data into the Account Profile.
Prospecting Pipeline Management
When entering prospects, I'd like to be able to better-manage the process within Matrix for leads/prospects that have no dollar amount attached to them. I would like a way to rank closing-potential and have a 1-100 probability scale along with multiple stages of a pipeline to choose from. The Bird's Eye View and/or a report should be able to show at a glance where each of your new business prospects are in the pipeline. This should be integrated with current and pending activities.1 vote
We need to have a way for a account that is shared by 2 AE's to pull through from Wide Orbit with the percentage split that each has on the account. We have a 50/50 split for 2 AE's who will each be commissioned on half the billing. In order for their revenue as it relates to their budget to be accurate, we need to see those numbers with the proper percentages connected to each AE.4 votes
This is where we need your help in asking Wide Orbit to change the way that they provide data to us. Currently they do not send us the secondary AE so we have no way of knowing that something is split within Traffic once it gets to Matrix.
If Wide Orbit could split the order on the extract that we get into 2 lines with the dollars calculated per your split percentage, then it would be absolutely no problem for us to make this happen..in fact it would just happen without needing any changes from Matrix.
We’re thinking about adding a “location” to each account to help with scenarios like this or for scenarios where you have a customer spread out over multiple locations and may be spending separately at each location.
Lots of cool reasons for something like this.
Thanks for the idea!
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