Matrix Solutions offers a web-based media-specific platform that enables intelligent business decisions for managing sales teams, their opportunities and accounts across TV, Radio and electronic advertising businesses.
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MethodCRM
Score9.1 out of 10
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Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
I think that Matrix is a fairly good CRM tool for sales organizations to utilize to manage account lists and track progress to budget. Managers can encourage sales folks by utilizing the reports to track progress from current year to previous years, and see what changes need to be made. I don't feel like relying completely on the integration of other systems to give you a fail proof look at where you are to budget is a great idea with this software, but for a basic CRM tool, it does the trick.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It's fairly user friendly and requires very little training to understand how it works.
It nicely integrates data from our order entry and traffic system to see how orders and the dollars perform compared to the initial data the AE inputs.
It is able to run neat and concise reports for managers to track progress of the department.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I do think that completeness in which it integrates data from our traffic and order entry system could improve some. We have found instances where data isn't cleanly input and requires some manual clean up on the backside.
While the system itself is pretty user-friendly, sometimes the system itself seems a bit slow. For AE's whose time is rather valuable, this I know they find annoying at times.
Since I have the ability to see everyone's data and not just one AE's, I would like the managerial functionality a bit more comprehensive. Some of the reports are a bit cumbersome.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM
Method has a great overall "usability". Once we started using the software; it did not take long before we were able to start editing our own web lead forms, email templates, etc. I think there is a learning curve however the learning curve is not bad. Anyone looking for a cloud CRM should start here
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The Customer Support of this app is fantastic. If you ever have any questions they are there to answer you or fix whatever issue that you are having. The FAQ pages are also extremely helpful when you want to learn about the more in-depth qualities this program has to offer.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.
I do know that WideOrbit Meida Sales has a CRM tool as well and I do think what Matrix offers is better. As far as data integration, WideOrbit might be better, but as a stand alone product I think Matrix is a better tool. The reporting piece is certainly better, and the ease of use for the AE's is certainly simpler.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We chose Method:CRM for the QuickBooks integration. It was important for us to have integrations that allowed us to view payments, organize our contacts, and manage our sales force. There were some learning curves, however, such as creating activities, leads, customers and making sure our payments were being logged appropriately. I do wish that payments would be added to the calendar automatically so that the sales rep could view and make a phone call letting them know their invoice is due.
I do think that Matrix has had a positive impact of requiring AE's to better manage their own business.
Since I don't directly deal with the contractual piece of Matrix, as far as what the actual ROI is, I can't speak to that. But I can say this, our organization has used this for at least the 6 years I've been there. It is used on a national level, so I do believe that it's roll up features are ones that can be utilized through the organization.
As far as our overall business objectives in the sales department, it certainly meets the needs of both the management team as well as the sales team to managing clients and annual budgets.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
