Set it up

• Login and get familiar

• Save the URL via bookmark, shortcut, etc.
• Turn on your Daily Matrix Espresso Shot!
• Welcome to the Bird's Eye View  
• Set your Deals Preferences  in My Profile/Preference
• Integrate your Email with Matrix, and Download your Matrix Activity vCard in My Profile/Integrations
• Log in to Matrix on your phone, same URL, username, password & set a shortcut/bookmark

Check your Data

• Review your Account List, and Add Accounts that are missing (Import from a list if available), and familiarize yourself with the Account Profile Page.
• If contacts have been imported for you, review your Contacts List, and Enter Contacts that are missing.
  • Import Contacts from another source if available, and be sure to clean up your list prior to import as best you can.
  • Add missing information to you contacts and become familiar with the Contact Profile Page.

Enter your Info

• Understand Forecasting via Deals in Matrix. You might call these Opportunities or Potentials.
  • Enter Deals you’re working on via the Quick Deal , or for more detail, the Full Deal
  • Ideally every account has a future revenue opportunity you are working towards.
• Create a plan for your accounts using Activities. These can be your to do items or strategic steps to move an account through the sales process. If the activity is connected to a Deal be sure to include the deal name on the activity.

Take Action

You’re ready to go.

• Check your Espresso Shot each morning to know what you’ve got to do.
• Manage Activities and deals.  
  • Don’t forget you can do this from your phone throughout the day.
• Archive Important Emails with Matrix  
• For a more detailed guide to using Matrix during your day, check out Matrix in Your Workday for AEs.

Want More?

We’ve got more. Reports, Alerts, Tags , List Builder, and Sales Intelligence can make your life easier. Check them out too. Talk to your manager and co-works about what they are using.

Keep at it. Changing habits is hard but not impossible.

You got this.