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!

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  1. Share shared reports

    Some users no longer with our team created good reports. Although some were shared with me, I would appreciate being able to share them with new users without having to re-create them.

    1 vote

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  2. Date for when deals were last updated should be easier

    As a manager, being able to review the date and AE has last updated their pending is a valuable metric. Currently, the only way I can do this is to go by AE/ by account. That is very cumbersome. If it could be BY AE and then WITHOUT drilling in to each acct. a notation of last updated by the acct. it would be so much easier to handle revenue projection (knowing when to drill in and ask questions)

    1 vote

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

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    Sounds like you want to know salespeople that have not updated their pending in the last X days which we could achieve as an alert in the system!

    I’ll put this under review so that we can dig into it a bit further in the near future.

    Thanks for the feedback!

  3. Ability to "cc" other individuals when an account is approved - i.e. sales assistant

    Ability to "cc" other individuals when an account is approved - i.e. sales assistant

    1 vote

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    Prioritizing  ·  0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Delete shared reports

    Outdated reports shared by previous users are in the shared list. It would be nice if they could be removed by account owners.

    1 vote

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  5. create activity from account list

    I'd like to have an option in the gear to create an activity for an account. Different from List builder function because it's not multiple accounts and it's not completed. Same from Contact List

    1 vote

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  6. remove shared access

    If an AE leaves and all accounts are reassigned, shared accounts remain shared. There isn't a way to filter for accounts shared with this AE and there isn't a way to remove one specific AE from an account that is shared with multiple AEs. thus making unsharing the accounts very tedious. :(

    1 vote

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  7. Need more info in the search results

    When searching for a contact with the main nav magnifying glass sometimes there are duplicates because two different people have the same name, with out the company name I don't know which one is the one I'm looking for. It would be nice if all of the reulsts had some kind of qualifier on them, Contacts - Company, Accounts - perhaps AE or type, Salespeople -Team, etc.

    1 vote

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →

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  8. 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

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  9. Account and Revenue Report

    I would like a report that shows the following:
    Account, Primary Contact, Primary Contact Phone Number, Primary Contact Email, Revenue TY $, Revenue LY $

    1 vote

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  10. Deal name on Espresso Shot

    In the recently imported section of the Espresso shot I'd like to see the deal name and be able to quickly see what revenue didn't match to a deal

    1 vote

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  11. Revenue

    For account executives: I'd like there to be a section on my home screen that would keep a running total of what my sales commission paycheck is going to be for the month. Additionally, there could be another tab that would show me how much more my paycheck would grow if I closed the pending deals in Matrix.

    1 vote

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  12. Import agencies

    Need to be able to import agencies the same way accounts can be imported.

    2 votes

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  13. Email All Button

    I would like to have an e-mail all contacts button under each account. It would populate all the e-mail addresses without having to click on each individual hyperlink, and copy/paste

    1 vote

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  14. find contact by phone number

    have the ability to look up an account or contact by phone number

    1 vote

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  15. On the "Add an Activity" Actions pop up, make "Account" a starred, necessary field.

    Currently reps are adding activities, naming them for accounts, but, since it is not required, sometimes not adding account names. As a result, there are a number of orphan, non associated activities. On a top level this is giving us a false view of account contact. Activities and Accounts need ALWAYS to be linked.

    2 votes

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  16. Bullet Point Notes

    This is a minor request but it would be fantastic if there were easier ways to read notes in the activities section. Right now, no matter how you format the notes, everything runs on one line. Showing the use of the enter/return button AND bullet points would be a great way to review notes for clients!

    2 votes

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  17. 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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    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 :)

  18. 1 vote

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  19. Top 50 Report

    The issue for this report is that the top 50 last year are only on current year billing accounts. There could be a top 50 account from prior year that is currently not billing and would not show up.
    Problem for Rev/Prev because we cannot use to accurately reflect top accounts.

    1 vote

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  20. Ability to Access Espresso Shot from within Matrix

    It's great to get the daily Expresso Shot overview of your business daily, but once you are working in Matrix there should also be a way to pull of that days summary overview within the system instead of having to go back to the email you received earlier that day.

    1 vote

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