Key Features of Matrix
Matrix isn’t just a CRM—it’s a purpose-built sales management platform designed to streamline every aspect of your hotel’s sales process. Here’s how it helps your team move faster, collaborate better, and close more deals:
🔎 Deep Search and Powerful Filters
Find exactly what you need in seconds. Whether you’re searching for a specific account, lead, contact, or activity, Matrix’s deep search gets you results instantly. For more targeted insights, use powerful filters to drill down to the exact data you need, without the clutter. Perfect for finding specific types of accounts, opportunities, leads, or activities.
💼 Kanban Boards for Sales Flow
Visualize your entire sales process with intuitive drag-and-drop Kanban boards. Easily filter by status, account type, lead priority, or assignee to focus on what matters most. Quickly see where each deal stands and what needs attention, making it easier to manage LNRs, RFPs, and group bookings.
📊 Real-Time Reporting
Get actionable insights without the data lag. From weekly sales forecasts to portfolio performance snapshots, Matrix puts the data you need at your fingertips. Stay ahead of the curve and make data-driven decisions faster.
👥 Account and Contact Management
Keep all your client data organized and accessible. Track key contacts, account histories, and past interactions to build stronger relationships and close more deals.
🗂️ Centralized Dashboard
Your entire sales pipeline, at a glance. Matrix’s centralized dashboard brings together leads, accounts, opportunities, and activities into one intuitive view, so your team can focus on selling, not searching.
The Matrix Sales Cycle
Every sales journey is unique, but the foundation is always the same: find the lead, build the relationship, close the deal, and keep them coming back. Here’s a high-level look at how Matrix makes this process seamless:
1️⃣ Lead Capture and Qualification
Quickly capture leads from multiple sources and qualify them in one place. Use deep search and filters to identify high-potential leads faster.
2️⃣ Opportunity Management
Move deals through the sales cycle with intuitive Kanban boards. Keep everyone on the same page, automate follow-ups, and ensure no opportunity slips through the cracks.
3️⃣ Collaboration and Handoff
Seamlessly hand off deals between sales, revenue management, and operations to keep momentum going. Use Matrix to track every touchpoint and interaction.
4️⃣ Closing the Deal
Convert leads to booked business with streamlined workflows that eliminate bottlenecks. From LNRs to RFPs, Matrix keeps the focus on closing.
5️⃣ Long-Term Relationship Building
Keep clients coming back with organized account management and automated follow-ups. Build loyalty and maximize lifetime value.
Real-Time Data and Reporting
In hotel sales, timing is everything. Having real-time data at your fingertips can be the difference between winning a deal and losing it to a competitor. Matrix makes it easy to access, interpret, and act on your data with real-time reporting and customizable dashboards.
📈 Instant Insights
From lead performance to revenue projections, Matrix gives you immediate visibility into every aspect of your sales pipeline. See which opportunities are hot, which leads are cooling off, and where your team needs to focus next.
📊 Customizable Reporting
Create reports that matter to you. Filter by team member, account type, opportunity status, or custom tags. Whether you need a quick weekly recap or a deep dive into quarterly performance, Matrix has you covered.
🗂️ Context-Driven Decisions
Make smarter, faster decisions with data that’s always up to date. For example, if a large corporate account is at risk of slipping, Matrix can surface this insight in seconds, giving your team time to act before the opportunity is lost.
📅 Scenario: A Day in the Life of a Sales Manager
Imagine a sales manager preparing for a key client meeting. Instead of sifting through spreadsheets and emails, they can pull up the latest activity history, recent interactions, and open opportunities—all in one place. With Matrix, you have the context you need to make every call count.
Ready to see your data in a whole new light? Let Matrix show you the way.
Customer Stories and Use Cases
Matrix isn’t just a sales tool—it’s a game-changer for hotels of all sizes, from single independent properties to multi-property portfolios. Here are a few quick examples of how Matrix can make a real impact:
🏨 Independent Hotels
Capture and convert every lead without the overhead of a large sales team. Use Matrix’s deep search and Kanban boards to stay on top of every opportunity.
🏢 Multi-Property Portfolios
Easily manage multiple locations, share accounts across properties, and track portfolio performance from a single dashboard.
🤝 Franchise Operators
Keep your sales teams organized, reduce lead leakage, and increase cross-property collaboration with centralized data and streamlined processes.
💡 Scenario: A Front Desk Lead Capture Win
A front desk agent receives a call from a corporate group looking for a room block. With Matrix, they can instantly log the lead, notify the sales team, and start the follow-up process—all within minutes.
💡 Scenario: Maximizing Long-Term Value
A sales manager reviews their accounts for potential upsell opportunities and finds a long-term client that hasn’t booked recently. With Matrix, they can automate a personalized follow-up, keeping the relationship warm and the revenue flowing.
Ready to see these results for yourself? Let’s talk.
Getting Started with Matrix
Ready to take your sales process to the next level? Matrix makes it simple to get up and running with a white-glove onboarding process, personalized training, and ongoing support led by our Director of Account Strategy, Sara Pinto. Here’s how it works:
🚀 Personalized Onboarding
Get a customized setup tailored to your portfolio’s unique needs, ensuring your team hits the ground running.
📚 Dedicated Training and Support
Receive hands-on training and ongoing guidance to maximize your team’s success.
🤝 Continued Success
We don’t just hand you the keys and walk away. We’re here for the long haul, helping you fine-tune your processes and achieve your goals.
Ready to make the move to Matrix? Let’s Talk
