Access to rich information about customers and prospects allows you to unlock the full potential of your business. Better information gives you the basis for building better business and account strategies, and drives the tactical execution. It helps you deliver the right offer to the right customer at the right time and gives you a "lifetime value" (LTV) perspective on your customer base.
Our Sales Customer Relationship Management (CRM) capabilities create a sales tool box for salespeople and their managers to depend on from strategy through day-to-day execution. Start off right, with accurate account information and go on to build real account intelligence. Collect, organize share and cross-reference customer and prospect information in a single place, create contact affiliations and leverage integration with account revenue and performance information for a complete picture. Matrix
Plus' Sales CRM component includes:
Account List Management, ,
Account Intelligence and
Contact Management.
Account List Management
"Throw away the three-ring binder. Now you can manage your prospects and accounts with the same tool."
Save time, save paper and save the headache that comes with juggling account and prospect history, billing, and the noise created by multiple entries for a single client. Now, manage everything from one place. In MatrixPlus, everything is integrated, everything connects -- add, track and forecast prospects, and let our solution convert them to customers automatically. All relevant information is pulled-through when prospect status changes. For multiple account entries due to misspellings, name changes, mergers, and agency or office changes, IntelliLink Technology links accounts for a consolidated account view and a true picture of account billing.
MatrixPlus is an all-in-one tool that treats account changes in a powerful, holistic way.
- Gain insight into the life of an account - See when a prospect or account was added, contact history, shifts in account assignments.
- Maintain all account changes - Assess every change and move that has been made over time. Use to deduce performance impact and to formulate account strategy.
- Auto convert from prospect to account - All prospect information is maintained and merged within MatrixPlus as soon as the account starts billing
- Preview account changes - Make redistributing accounts painless. Try out "what-if" scenarios to assess the budget and overall business impact of account re-assignments -- quickly and easily.
- Consolidate multiple accounts for apples-to-apples comparison - Use IntellLink to virtually link multiple account entries for performance accuracy. Use to capture and manage the impact of account shifts - for local, national or revenue type changes.
- Manage your business from many aspects - Use a rich selection of account characteristics to manage your business, including:
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- Category
- Demo
- Office
- Revenue Type
- Sales Person
- Lost Business
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- Agency Type
- Advertiser
- Last Billed Date
- Account Creation Date
- Account Prioritization
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Account Intelligence
A solid customer relationship can last your whole career - and it is a building process. By knowing where you've been with an account, you can be more effective in developing a customer for life. MatrixPlus provides a repository for you to record, organize and cross-reference information on your customers - ranging from basic contact information to a history of communications and other interactions with people in and related to the account. Connect it all and leverage contact affiliations maintained in Contact Management to further utilize the power of relationships to drive your business. With a simple click, assemble a customer profile that helps you answer the questions -- who, what, when and why - to create more effective plans.
- View a contact's sphere of influence - Gain insight into how your contacts are affiliated and what it means to your business - for example, which and how many advertisers does a single media buyer or agency handle and determine how it affects your relationship management strategy.
- Tailor and track your communications - Link presentations and sales pitches to individuals and accounts. Use communications history to gain insight into what has been most effective, and guide future actions.
- Simplify transitioning accounts - Jump-start the new owner of an account by transferring more than just the budget. Connect an account with both qualitative and quantitative information in a single operation for a total view of the business.
- Keep a customer's requirements top-of-mind - Connect account performance, contacts and a Customer Needs Profile to refine and boost relationship management
Contact Management
Make customer communications efficient by having the right information at your fingertips. Start with contact information and branch out to a more complete picture of your customer. Review time-stamped notes on your last contact or meeting along with a catalog of presentations and other information shared with the related account(s). Use the contact list to direct target marketing projects and to manage email communications from within reports.
- Manage personal contacts - Keep select contacts private to maintain confidentiality.
- Create a complete address book - Mirror industry networking by collecting information on individual contacts and affiliating them with multiple advertisers and gain greater insight into account dynamics.
- Distill duplicate contact entries - Create contact affiliations to associate individual contacts to multiple relationships and eliminate the confusion that comes from duplicate entries.
- Select contacts for target marketing - Use custom groups and contact affiliations to create target mail lists for marketing - includes emails and mailing labels.
