CRM and Analytics Software Specifically for Media Sales

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1 CRM and Analytics Software Specifically for Media Sales We make software for media sales. JUST for media sales. It isn t one of our markets, it s our ONLY market. Multiple media properties, avails, accounts, and agencies are all concepts we get and are core to our product. Combine that with our 20 years of experience helping to improve the effectiveness of media sales organizations and we will transform the way you analyze critical sales data, key performance indicators and your CRM activities. Our solution instantly integrates and normalizes data across traffic and billing systems as well as the data generated by your own sales teams. Matrix anticipates your needs and puts vital data at your fingertips on day one. Get Views Tailored to Your Role. Our ongoing research and interviews within the industry are the foundation for tailored views and tools that support effective selling and sales management. Have the Answers Before the Questions Are Asked. Matrix has the answers to the questions being asked every day questions from AEs, sales managers and corporate executives. Go Mobile. You can t be tethered to your desk while there are huge deals to close. Stay connected while you re on the road maximizing client face time. Forecast Accurately. Our unique approach to pipeline management will produce forecasts based in reality rather than being driven by ego and optimism. Close More Deals. Knowledge is power, and Matrix provides the power to identify leads, spot trends and close more deals. Improve Your Entire Sales Function. Matrix enables salespeople to be more effective, managers to be more decisive and corporate executives to be more strategic. Matrix 901 Pennsylvania Avenue Pittsburgh, PA Phone info@matrixformedia.com 1

2 Corporate Executive View Respond To the Market Across Your Enterprise How am I doing? That s the question constantly on your mind. You need a rolled-up view across outlets, offices and media types that shows progress against goals, year-over-year pacing as well as highlights gaps. Shared Knowledge Push content to teams, share industry trends and connect with subject matter experts to address urgent issues. Because a successful deal in Tacoma could help your station in Tampa, Matrix makes collaboration quick, easy and effective. Custom Watch List Keep a close eye on information you are most interested in on a daily basis whether it be key accounts, outlets, categories or salespeople. Pacing And Forecasting Across Your Market You don t need to go to another system to see if you are on track. Matrix presents this information in a context that lets you do something about it. Detailed Reports Dashboards and roll-up reports help you track trends and understand sales performance across all media properties and advertising revenue types. Get a clear picture of sales history and current account activity across your entire organization. See how the company is doing at a glance, pinpoint potential risks and take action to resolve them. Matrix 901 Pennsylvania Avenue Pittsburgh, PA Phone info@matrixformedia.com 2

3 Sales Manager View Anticipate Questions from Corporate & Account Execs Your time demands are increasing day after day. A view of your key accounts, pacing and forecasts across AEs, teams and offices helps you make the best decisions and prioritize your time effectively. Matrix leverages your existing data to help you better manage your salespeople while helping your AEs excel at their jobs with better information. Custom Watch Lists Keep a close eye on information you are most interested in, whether it be key accounts, outlets, categories or salespeople. Watch Key Activity Stay connected with sales team activity, pending sales, potential revenue gaps and schedule activities with key accounts. Scorecards For AEs Improve one-on-one meetings with your AEs with week-to-week snapshots of their performance. How am I doing? Get answers in a very visual display that guides where you focus your time. In a glance, you can see:» how you re pacing» how your AEs are performing» your top gainers & losers» your big pending deals» yesterday s order changes Pacing And Forecasting Identify potential gaps to manage with sales teams and identify the top losers or gainers to analyze and act upon. Matrix 901 Pennsylvania Avenue Pittsburgh, PA Phone info@matrixformedia.com 3

4 Account Exec View Your Wingman for Media Sales Matrix is easy to use, allows pipeline management and maximizes commissions. It s built around media sales concepts to fit your organization and workstyle. Matrix simplifies reporting tasks and streamlines forecasting that creates more time to spend with clients and prospects. It focuses on results, helps find deals and proactively highlights issues. How am I doing? Get answers in a very visual display that guides where you focus your time. Like a GPS for your sales activity, Matrix tells you where you are, where you need to be and the best road to get you there. Street-Level View What s next? From the 10,000 foot view you can dig deeper into accounts and other activities you should continue to review. Forecast Breakdown & Editing How much money do you have coming in next month? Quickly see how much commission you ve earned and how much is forecasted. Enter forecasts by month, outlet, station and commission rate. Controlled Forecasting Create opportunities and control when they are added to pending. Quick Associations Create your activities and connect them to appropriate contacts, deals, accounts and agencies. Find them again easily when you need them. Matrix 901 Pennsylvania Avenue Pittsburgh, PA Phone info@matrixformedia.com 4

5 Mobile View Stay Connected and Productive While on the Road Go Mobile - You can t be tethered to your desk while there are deals to close. Stay connected and productive while you are on the road maximizing client face time. Matrix understands what mobile means to Sales Managers and Account Executives. Use Your Smartphone to:» Quickly view the account profile of your next appointment» Scan the account contact s profile Keep Up-to-date» Immediately see what s next on your calendar» Search your accounts» Add an account and contact Watch Key Activity Matrix Mobile allows you to quickly and succinctly take care of the action items necessary when you are traveling. Matrix 901 Pennsylvania Avenue Pittsburgh, PA Phone info@matrixformedia.com 5

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