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!
234 results found
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MailChimp Import Fields
Currently Matrix only imports First Name, Last Name and Email Address into MailChimp. We need more fields to import into MailChimp, so we can create segments of our Master List within MailChimp i.e. by Sales Person, State, Zip, etc..
1 vote -
Add the ability to export "notes" associated with contacts.
I would like to be able to keep detailed Notes about my contacts in Matrix and export those notes at anytime.
4 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 Matrix
23 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 voteThere’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.
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I want a better way to view deals when looking at my Activity Calendar
When I clicked on a Deal on the Calendar page, the Calendar page got replaced by Deal Manager page. It would be nice if the Calendar page stayed open when accessing the deal on the Calendar page. There is no option to use right - click -> "open link in the new tab" on this Calendar page either.
This is extremely important to me because I set up the filters to view activities for a certain AE. When I click on the deal, the page will get replaced by Deal management. I then go back tot he Activities calendar and…
1 vote -
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 -
I want to win or lose specific dollars on a deal
Right now i win or lose a deal. I'd like to win or lose a specific dollar amount for a given month for a given Outlet/Revenue Type. Any cell, for a lack of a better term, could be won or lost if I wanted to.
I can win or lose a deal
I can win or lose a month
I can win or lose a row
I can win or lose a cell1 vote -
add "time" to the daily import date
When I select the import date from the lower left, it tells me the revenue source and the date. I'd like to know the time that the import finished as well, and I understand that does not mean that the file was generated at that time.
1 voteThis may be something that we can address with future API calls instead of importing from exported files provided to us from traffic systems.
To date, we do not receive the time of day that a file was generated, only the day.
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auto upload of email and address for meetings
When sending a calendar invite to a client, the address of the client should auto populate into the address line of the invite in outlook. Currently it's a manual add which takes a lot of time. It would be nice if the email did as well but if you have multiple contacts I can see where this would be an issue because you would need to delete what auto populates but it would still be helpful.
1 vote -
Tag Rules Engine
I tag zero share prospects. If $$$$ are added, or there’s been activity, I’d love to see that tag removed as it no longer fits the workflow that I am trying to achieve.
If I could setup some scenarios and Monarch could auto-tag for me, then I'd love to use those scenarios as filters on my reports.
1 voteTags as filters on alerts sounds useful. Let me move this up for review and see if we can think about it for the future.
Thanks!
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Notes transfer across to all accounts
As a manager it would be helpful if there was a a way to add notes to an account that has multiple AE's and have those notes transfer across to all? We have a split sales team here and that would be a huge help for me to create a note that transfers across to all AE's accounts.
1 vote -
Incomplete activities listed in descending order for Mobile
It is very frustrating to scroll down through my list of activities on Mobile to get to my most current activity.
I should not be penalized for a lack of functionality when i have fallen behind on completing my activities. Seriously, how hard is it to sort the Due Date of Incomplete Activities?
Please fix this!
1 vote -
List Accounts without Contacts
Currently no report or list exists that will show me what Accounts do not have contacts. I contacted the Matrix help desk, and they stated I will need to download an AE's Account list, as well as, the entire contact list, and then cross reference them in order to get this information.
Are you kidding me? This will take too much time, time that I do not have.
I know I am not the only customer complaining about this, and it really should be a standard feature already built into Matrix.
1 voteThis is actually a very exciting request to hear! I want to elaborate on two fronts with this one…
1) We have a way to get this information today. It’s a tool that our Success Managers at Matrix utilize to help customers like you better understand how the system is being utilized. When our success managers check in with you, I encourage you to set up a plan with them that helps increase the usage of Matrix with your sales team! Also, one of our support reps will be sending a copy of this export to you that shows if an account has a contact or not among many other interesting tidbits about your accounts at a quick glance.
2) We’re building a brand new alert engine that will allow you to get information just like this! “Show me accounts that have no contacts” sure thing! “Show me Salespeople with…
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Budget by Group
I would like to enter the budget $ by group ( etc. revenue group). This feature used to be available in MatrixPlus. However, it isn't available anymore in Matrix. Our station enter the budget by revenue group such as "Digital Interactive". We don't split the revenue type into "“DI-Revenue Agency” and “DI-Revenue Direct”. Without having "Budget by Group" available, it is very difficult for our station to enter the budget.
2 votes -
Split Deals
Example - There is a 12 month Deal, need to change this into 4 small Deals Q1, Q2, etc...
1 vote -
Mgr have an Option to receive an AE Espresso Shot if managing Accounts
user in Matrix that is set-up as a manager, but she would like to have a salesperson expresso shot and not a managers Expresso Shot.
1 vote -
Is there a way that I could get copied each day on my salespeoples Expresso Shot?
This will allow me to get an early update on how each of my AE's are doing.
1 vote -
I want to add multiple accounts to a single activity
For a meeting with an Agency in which there are multiple people and multiple accounts, can there be a way to indicate which accounts are represented in one meeting?
1 vote -
Change the TY Pacing As Of Date
In our business we need to view weekly pacing differences. Currently, this is not possible because you are unable to modify the TY As Of date, only the Change Since date...and I cannot understand why this is?
There really is no value in showing a cumulative $ amount based on the Change Since date to the most current TY As Of date vs. controlling the two dates - this adds more value, and makes it much easier to work with.
I know there are others that have asked about this, and adoption only comes when there is value given.
2 votes -
Edit accounts from account list
You should be able to edit accounts from the account list just like you can do with contacts.
1 vote
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