Matrix Media CRM (Monarch) vs. Pipedrive

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.

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Pipedrive is a fantastic tool to help monitor and track lead generation and referral sources. It helps maintain accountability with the sales team and helps ensure that we are doing appropriate marketing to maintain a steady influx of cases. The weekly and quarterly sales reports that it can generate are incredibly helpful and insightful. They help inform us of what we need to focus on each quarter/year.

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• 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.

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• Great visual visibility of the funnel plus easy to drag the deals across the stages
• The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
• The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed

• 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.

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• Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
• Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
• Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.

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-2 for Its cost and +8 for the need of tracking of leads and monitoring of team.

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Pipedrive is easy to use and has a clean interface so we can follow up accurately. Its custom features help manage leads and evaluate team performance. It saves time and improves efficiency. Pipedrive is stable and supports integrations and automation.

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Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.

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Experiment is the only way to start

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.

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I much prefer the interface of Pipedive when compared to Zoho. Much more user friendly and the team is always readily available when we need them. Pipedrive allowed for many custom integrations to be added, as Zoho was a tad more complicated to manipulate. We would not go back to Zoho in any case.

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• 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.

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• Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
• We were able to integrate our calling system easily and get things going on the lead calling aspect.
• Great multipipeline option where we were able to manage both organisations under one roof.

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