Matrix for Media

Matrix in Your Work Day - Managers

Matrix can be mission control for your sales operations if your Account Executives are consistently leveraging the capabilities. Follow these practices to incorporate Matrix in your work day.

 

DAILY

  1. Check Alerts take action or plan action as needed. Don’t forget to celebrate too!
  2. Review the Sales Outlook for a quick look at the revenue picture. 
  3. Review Prospecting Page or Approve/Reject Leads as needed.


WEEKLY

1. Managing AE Performance

- Review the Activity List. Note upcoming meetings you’d like to attend & overdue items.
- Review the 
Deal List. Note large deals, deals closing soon & overdue deals.
- Use the 
AE Scorecard (Sales Outlook) One-On-Ones to get a quick glance at performance. Use Notes to keep track of action items. 

 

2. Managing Revenue 

- Check the Pipeline from the Pipeline Analysis report.
- When your official forecast is due adjust it up or down with the Forecast Adjustment prospect.
- From Alerts or Reports check on churn accounts and accounts pacing behind.
- Identify upsell/cross-sell opportunities with Alerts or Sales Coverage Analysis report.

 

MONTHLY

         1. Update the Account List

- Check for duplicates, reassign, merge/rename, etc. as needed.
- Identify and assign key prospects via reassignmentimport or List Builder.
2. In the Account List identify accounts without an open Deal.

 

QUARTERLY/ANNUALLY

1. Enter Budgets.

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