At Matrix Solutions, our mission has always been to empower media ad sales teams to sell smarter, faster, and more efficiently. In 2024, we took bold steps to enhance the Monarch platform, delivering tools and functionality that streamline workflows, elevate data accuracy, and optimize performance. As we look ahead to 2025, there’s no slowing down. We’re committed to ongoing development that drives even greater results for our users.
New Features Introduced in 2024
Automated Agency Addition
Say goodbye to tedious manual entry! Monarch now automatically assigns agencies to new deals, saving time while maintaining real-time data accuracy. Need to make changes? No problem—this feature keeps flexibility front and center.
Next Steps Field for Activities
We introduced a customizable "Next Steps" field, making it easier to track and analyze specific actions for every activity type. This admin-enabled field allows teams to create concise, actionable lists that improve focus and clarity in activity reporting.
Activity Tracking for New Business
Tracking new business has never been easier. Monarch now flags activities tied to leads, prospects, or non-billing accounts as "new business," allowing users to create detailed reports that focus on acquisition efforts, existing client work, or both.
FlexFields
With FlexFields, media companies gain the power to customize financial reporting like never before. By expanding beyond the standard ten fields, users can tailor financial parameters to their unique needs, enabling precise budgeting, forecasting, and operational insights.
Clarity
Clarity redefines efficiency by automating the capture of customer interactions. Media sales teams can now focus on revenue-generating activities while maintaining accurate, comprehensive records of every client touchpoint—ensuring stronger customer relationships and improved sales performance.
Activity Methods and Types
Monarch’s new hierarchical activity tracking organizes activities by clear, logical Methods (Call, Email, Meeting, Other), simplifying workflows and enhancing reporting. This flexible structure allows users to group and analyze data more effectively, ensuring actionable insights that drive success.
Extending the Horizon: A Look at 2025
2025 promises even more transformative updates to Monarch, including enhancements to features introduced this year. Here’s a preview of what’s coming:
Q1 Enhancements
- FlexFields will be expanded to integrate with Budgets, providing greater flexibility in financial planning.
- Clarity will receive upgrades to manage reassignments, connect Monarch Contacts with Outlook, and enable easy meeting scheduling by sharing available times with email recipients.
- We will begin work on an Operative AOS integration that will enable smooth exchange of deal and proposal data.
Q2 Innovations
- Enhance logging capabilities for Deals and Budgets to provide clearer visibility into all changes.
- Simplify and optimize workflows for unwired business operations.
- Upgrade Matrix Locker and the Distribution Engine to improve document management efficiency.
As we progress, we're exploring AI-powered solutions—particularly using AI to automatically classify Matrix Locker documents—to create more intelligent and efficient workflows.
Driving Forward
At Matrix Solutions, we’re proud of the strides we’ve made in 2024 and remain committed to delivering innovative tools that drive streamlined and impactful sales. As we refine and expand Monarch’s capabilities in 2025, we look forward to supporting your success with tools that optimize media ad sales and transform challenges into opportunities.
Stay tuned – this is just the beginning!