Matrix allows us to have the SEO integration that our business needed to interact and attract customers. We started using it through a company that does all of our digital marketing. It is secure and easy to use so that if we ever bring digital marketing back in-house, then we can make it happen.
Pros
Site that is mobile friendly
Website integrated into Google platform for ads.
SEO dashboard is easy to use.
Cons
Web design is very sophisticated and beyond my capabilities.
Likelihood to Recommend
Absolutely, we recommend Matrix to every business to business partner or client we have. It has helped us crawl out of the dark ages and interface with a completely new audience of customers. We appreciate that they are always innovating so we get the best of the future pulled into the present.
Matrix in our organization is used by our sales department only. It serves as a fairly complex CRM tool for both sales executives and managers to use in monitoring activities, clients, orders, and forecasting. It allows other systems we use to integrate into it's online platform for use in managing an AE's account list and budgets.
Pros
It's fairly user friendly and requires very little training to understand how it works.
It nicely integrates data from our order entry and traffic system to see how orders and the dollars perform compared to the initial data the AE inputs.
It is able to run neat and concise reports for managers to track progress of the department.
Cons
I do think that completeness in which it integrates data from our traffic and order entry system could improve some. We have found instances where data isn't cleanly input and requires some manual clean up on the backside.
While the system itself is pretty user-friendly, sometimes the system itself seems a bit slow. For AE's whose time is rather valuable, this I know they find annoying at times.
Since I have the ability to see everyone's data and not just one AE's, I would like the managerial functionality a bit more comprehensive. Some of the reports are a bit cumbersome.
Likelihood to Recommend
I think that Matrix is a fairly good CRM tool for sales organizations to utilize to manage account lists and track progress to budget. Managers can encourage sales folks by utilizing the reports to track progress from current year to previous years, and see what changes need to be made. I don't feel like relying completely on the integration of other systems to give you a fail proof look at where you are to budget is a great idea with this software, but for a basic CRM tool, it does the trick.