Matrix Media CRM (Monarch) vs. Veeva CRM

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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Good for larger teams with a lot of activities and therefore a good justification for the investment. Great for 'as above' + the companies looking to integrate Veeva CRM with other Veeva offerings, such as Align, Inslight, Zinc/PromoMats etc. Not so great for smaller organisations or those with more slightly more restricting budgets.

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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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• Commercial Cloud
• Sunrise UI
• Multi device support from browser, iOS devices

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• 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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• There is no offline version of the app so it is hard for field staffs to access where internet connectivity is not strong
• Can be expensive specially for a smaller company as it is based on SAAS platform

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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Better for field based medical personnel when recording Medical calls.

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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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• Oftentimes it is the field sales force that heavily influence the choice of the CRM solution. It appears that many of our field sales force prefer Veeva. Happy reps = more actively used CRM = clearer understanding of the reps' activities.
• Veeva offer 2 implementation versions - out of the box implementation (around 6-8 weeks to install) and 'all singing, all dancing' implementation (based on the length of your specific string). You can pick one and therefore influence your ROI accordingly.
• Again, as Veeva CRM is pretty much a de facto CRM solution, this is good for scalability if/when rolling it out across multiple regions/branches

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