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
- Check Alerts take action or plan action as needed. Don’t forget to celebrate too!
- Review the Sales Outlook for a quick look at the revenue picture.
- 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.
MONTHLY
1. Update the Account List.
- Check for duplicates, reassign, merge/rename, etc. as needed.
2. In the Account List identify accounts without an open Deal.
QUARTERLY/ANNUALLY
1. Enter Budgets.
Keyword Search: Matrix in work day, managers, daily tasks, alerts, premium, daily check, budget analysis, reports, account lists,