Matrix Solutions’ Newest Product Release to Feature Automated Workflow in Deal Reconciliation

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Integrating data from Traffic with Sales in the Matrix system provides a more advanced process for media companies.

Matrix Solutions, the leading provider of Media CRM and Sales Analytics Software, today announced the new and enhanced features that will debut in the next release of their Matrix CRM & Sales Analytics Software System. The release, scheduled for June 22, 2013, will include significant enhancements to the deal’s functionality, including the ability to automate the reconciliation process enabling sales teams to leverage a more efficient workflow.

The systems’ ability to reconcile deals automatically not only demonstrates the power of integration between Sales and Traffic systems, but also showcases how advancements in technology enable users to work smarter. The process works like this − the Matrix system will automatically win and close deals when it recognizes matching dollars from the daily Traffic system import. If the dollars don't match, i.e. if the amount imported is less than the deal, the system will deduct the amount and leave the remainder in pending until the start of the next month when all historical pending amounts will be removed. Matrix also takes the extra step of alerting the Salesperson that action may be needed.

“We are very excited for this next release as it has an abundance of new tools that afford our users a better experience overall, coupled with greater efficiencies and effectiveness,” said DJ Cavanaugh, CEO Matrix Solutions. “The automation in the deals experience alone is forward-thinking and unlike any other system functionality in the market and for that we are very proud.”

Additional features in the release include:

  •     Deals icon added to the top level navigation, enabling users to access this key functionality in one-click
  •     Ability to forecast from a complete listing of accounts
  •     Capability to default Outlets, Revenue Types and Commission for deals in profile preferences
  •     Revenue history that shows Outlet/Revenue Type combinations plus multiple year history
  •     State-of-the-Art, 'My Book of Business' feature has been added to the deals page to display how each deal impacts your entire book of business

The new release will be fully deployed to all current customers on June 22, 2013. Given that the Matrix CRM & Sales Analytics Software is both a hosted and web-based solution the update will be transparent to the over 4500 users with little to no disruption in service.

About Matrix Solutions
Matrix Solutions is the leading provider of CRM and sales analytics software for media companies. Our software products, Matrix™, Matrix SalesCenter™ and MatrixPlus™ help sales professionals develop and implement strategies to grow advertising revenue by providing the information about sales history and trends, and the tools to manage and grow customer relationships and opportunities. Matrix Solutions was founded in 1992, and in the fall of 2011 launched a completely new web-based product that had CRM functionality built in for the first time. Matrix clients include Media General, Belo Television, Townsquare Media, Journal Broadcasting, Raycom Media and Adelante Media Group. For more information on Matrix Solutions visit

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Brenda Hetrick
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