AdminRyan Moore (Product Owner, Matrix)

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  1. 2 votes

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    2 comments  ·  Matrix » Alerts  ·  Flag idea as inappropriate…  ·  Admin →

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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 :)

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    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Let me see if I can put this into my own words in order to make sure that I understand your need :)

    You would like a way to create a "to do" style task list that everyone would make use of because it is standard/uniform.
    These would be applied to new accounts and new orders being negotiated.
    This is separate from the Activities that you currently perform.
    It sounds like it might be helpful if the user could add things to the task list to account for special one offs

    I like this! Please correct me if I've misinterpreted anything.

    Thanks!

  2. 13 votes

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    6 comments  ·  Matrix » Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminRyan Moore (Product Owner, Matrix) commented  · 

    I discussed this with the requester and have enough information to understand why this is important now...

    Here's a great example...

    Auto Dealer groups...

    Adam Smith Nissan
    Adam Smith Honda
    Adam Smith Ford
    etc
    etc

    Probably some common contacts between those dealers making the buying decisions.

    Thank you so much for getting back to me!

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    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Could you provide a real world example of how this applies? I know of a contact at an Agency handling multiple accounts and within Matrix we can handle that scenario, but I'm not familiar with a contact working at multiple account locations.

    Thanks!

  3. 7 votes

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    gathering requirements  ·  5 comments  ·  Matrix  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Received the following example via email:

    I had billing, say $1000, last July for Jack’s BBQ. In August, Jack’s was shifted to another rep, so the billing history went to that rep and was removed from my history. However, that was money I counted and was paid commission on last year, now missing this year. I need to “make up” the loss, but without having the history remaining for sales strategic planning, I can’t make an equal bottom line comparison year-to-year. If I billed it, I need to see it and have it included in my history. I need to be able to say “I had Jack’s BBQ last year, but now it’s not my account, but here is the now missing billing potential.”

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    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Can you provide a bit more information around this? Not sure what problem you're trying to solve or the scenario that is happening.

    Thanks!

  4. 8 votes

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    4 comments  ·  Matrix » Activities  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Have you tried the new Account Profile pages? We redesigned them with speed in mind.

    In your example, you could use the Summary tab to see the fully story on what has happened with an account.

    Just need to see notes? Filter the summary tab down to show notes. They will display fully expanded and ready to read.

  5. 5 votes

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    gathering requirements  ·  4 comments  ·  Matrix » Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Is the account still on your account list after the 12 months or are accounts w/o billing after 12 months moved to some type of "inactive billing" or "house" holding place salesperson that anyone can freely pick from and pick up a new account?

    If it is still on your account list, that's where I do not understand request. In Matrix, the account type of "billing" simply means it has revenue sometime in the past, this account will show up on the Multi-Year Sales History report for example.

    Prospect or Lead status simply mean it does NOT have billing and will not show up on a report such as the Multi-Year Sales History report.

    Would love to chat about this over the phone if you're willing to spend some time.

    Please let me know!

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    AdminRyan Moore (Product Owner, Matrix) commented  · 

    There is currently no way to change an account status within Matrix from Billing to Prospect.

    To me, the experience feels rather awkward actually. I'm having a member of our support team contact you to review your situation. If you wouldn't mind, could you explain to them why you would want to do this or even reply back with a comment of your own to here?

    Better understanding unique customer needs like this helps us plan for the future when choosing which features and enhancements to take on.

    Thanks!

  6. 23 votes

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    gathering requirements  ·  2 comments  ·  Matrix » Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminRyan Moore (Product Owner, Matrix) commented  · 

    7 unique users have voted on this topic so far so let's get an active discussion going about this. Please chime in as we cannot build this without your input!

    Because this is an enterprise database, the ability to do this is a bit limited. Your changes could impact another user's data across the country. In many cases, that's not beneficial to everyone.

    What if there was a way to only clean up the information that was unique to your business world. Ex: Tom's Hardware Store only bills on WAAA. Tom's Hardware and Handyman Services only bills on WAAA. You are a manager with access to WAAA. Because it does not exist anywhere else, you can safely merge these two accounts together without impacting anyone else's view of the world.

    We could do the same for Agencies too.

    You could also take regional accounts/agencies and merge them into National names such as Honda of Pittsburgh could safely be merged into Honda Dealers as long as Honda of Pittsburgh only billed in WAAA (the outlet that you have access to). You could NOT go the other way around though and merge Honda Dealers (billing on 15 outlets) into Honda of Pittsburgh because that would impact users across the country.

    Let me know your thoughts on this idea. We've been pitching it around the office for a few weeks now and would really like to try and implement this sometime after Q1, but it doesn't mean this is the right way to do it. Q1 is currently full on features/enhancements so the sooner we can hash this out the better chance we'll get it rolling sooner!

    Thanks!

  7. 25 votes

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    gathering requirements  ·  6 comments  ·  Matrix » Reports  ·  Flag idea as inappropriate…  ·  Admin →

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  8. 2 votes

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    3 comments  ·  Matrix » Reports  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Ok..so it's not an issue of placing the dollars into the correct months on deals, it truly is all about being able to calculate the commission percentage entered against a different value altogether (in this case the Broadcast calendar instead of the Gregorian calendar) on the commission report.

    I understand now. I'm glad we had this talk :) I'll leave this request as is. It's definitely different from other requests here.

    Thanks for getting back to me so quickly!!

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    AdminRyan Moore (Product Owner, Matrix) commented  · 

    The report gets it's commission from the deals, which follows a Gregorian calendar.

    Would it be fair to say your request would actually be to allow for a Broadcast calendar in deals so that this report would naturally fill with commissions based upon broadcast run dates on deals?

    If so, I can merge this request into that one for you.

    Please comment back! Thanks

  9. 3 votes

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    3 comments  ·  Matrix  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Can you provide a little more information on where you think this would be beneficial?

    Are you requesting this for salespeople to be able to use or for a manager to be able to use on the AE Scorecard pages?

    Thanks!

  10. 4 votes

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    gathering requirements  ·  4 comments  ·  Matrix » Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Alright, I think I understand your business needs better now.

    I'd suggest creating a separate feedback item for the account list exporting, though. We tend to try and keep our feedback topics focused to one potentially releasable item at a time in order to decrease complexity and increase the chances of releasing content :)

    Thanks for getting back to us!

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    AdminRyan Moore (Product Owner, Matrix) commented  · 

    I completely understand the importing of notes. Sounds pretty cool!

    I am a little foggy on the exporting of notes. What plans would you have for exported notes? How would you prefer to get them out of matrix?

    Would love to hear a little more about this.

    Thanks!

  11. 2 votes

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    2 comments  ·  Matrix » Reports  ·  Flag idea as inappropriate…  ·  Admin →

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    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!

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    AdminRyan Moore (Product Owner, Matrix) commented  · 

    If you had this type of information, what would you do with it? Depending on how you answer, it will help us to understand this request better and maybe even enhance other areas of Matrix.

    Thanks!

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