Moving Spots with Matrix
December 31, 2018
Moving Spots with Matrix
Score 8 out of 10
Overall Satisfaction with Matrix
Matrix in our organization is used by our sales department only. It serves as a fairly complex CRM tool for both sales executives and managers to use in monitoring activities, clients, orders, and forecasting. It allows other systems we use to integrate into it's online platform for use in managing an AE's account list and budgets.
- 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.
- 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.
- 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.
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.
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.