Target customers more strategically based on their purchase history using Prospect CRM's Magic Matrix. With a visual grid of categories and customers, the Magic Matrix helps you build awareness of products that customers haven't bought yet, enabling you to identify opportunities for marketing to sell as many products to as many customers as possible. Campaign Activities can be used to help manage these marketing activities, such as telesales, email marketing (we have integration to Mailchimp and Spotler), physical mailouts, events etc.

The Magic Matrix has four different stages, each with an associated colour so they're easily identifiable on the Magic Matrix Dashboard and elsewhere within the CRM:

The aim is to get as many of your customers to buy as many of your products as possible, so the more green dots on your Magic Matrix, the better!

To start moving customers from Unaware to Aware, you'll need to use the Bulk Awareness tool to add them to a Campaign Activity to help drive your marketing effort. Alternatively, you can manually set Companies as Aware of a Magic Matrix Category e.g. if you've mentioned it to them in person/over the phone.

Open the Magic Matrix by navigating to Sales in the navigation menu, and select 'Magic Matrix' in the drop-down.

Next, use the Categories drop-down to choose up to 10 product categories. You can also use the other drop-downs along the top to filter the results down further for a more precise target e.g. by RFM Segments, Account Managers or Industries.

Once happy with your selection, click the 'Build Awareness' button.

You now have the chance to make any changes to your filters. Based on your current filters, you'll be presented with a count of the number of companies that are in this target list, so by applying additional filters now, you'll reduce this number further.

Once you're happy with your changes, click 'Next'.

You can now decide if you'd like to include people who are completely unaware of the product categories selected, those who are aware haven't yet purchased, or both.

Once you're happy with your changes, click 'Next' (or select 'Back' to go back to Step 1).

You now need to select a Campaign Activity to add the targets to. Using the 'Add to Campaign Activity' drop-down, you can choose to add them to an existing Campaign Activity you created earlier, or create a new one now to add them to.

Once you've added the targets to a Campaign Activity, click 'Next'.

Once the Contacts have been added to the email campaign, the CRM will automatically update the Magic Matrix category to make them 'Aware'.

Your Contacts will now be added to the selected Campaign Activity, where you can then apply more filters. For example, at the Campaign Activity level, you could choose to only include Contacts who are subscribed to your marketing communications, or only include one Contact per Company.

The time it takes to add the targets to the Campaign Activity will depend on how many Contacts are in the list.

To learn how to use your Campaign Activity to generate quality leads, take a look at our article here!

To move a customer account to 'Opportunity' (Blue), you'll need to assign your Opportunities to a Magic Matrix category.

Create an Opportunity or go to an existing one in Prospect.

Scroll down to the Categorisation section on your Opportunity, then select the 'Choose Items...' button under Magic Matrix Categories.

You can then search for and select the relevant Magic Matrix categories that this Opportunity is associated with.

**TIP**: You can select multiple categories in one go using the tick boxes if the Opportunity is associated with more than one Magic Matrix category.