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The Magic Matrix
Using the Magic Matrix to Increase CLTV
Using the Magic Matrix to Increase CLTV

Make customers aware of products they're not buying using Prospect CRM's Magic Matrix & Campaign Activities!

Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago


  • You'll need CRM admin rights in order to enable the Magic Matrix or configure the Magic Matrix Product Categories.

What is the Magic Matrix?

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.

How Does it Work?

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:

  1. Unaware (Red) - Customers who've not purchased from the product category before, and have not yet been included in a Campaign Activity to make them aware of the product category.

  2. Aware (Orange) - Customers who've not purchased from the product category before, but have been included in a Campaign Activity to make them aware of the product category.

  3. Opportunity (Blue) - Customers who've not purchased from the product category before, but have an Opportunity logged for the product category.

  4. Bought (Green) - Customers who have purchased from the product category before.

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!

Enabling the Magic Matrix

If you don's see the Magic Matrix within the "Sales" section of the menu, you will need to enable it first.

Step 1: Open Settings

From the navigation menu, go to the 'System Settings' under the 'Settings'.

Step 2: Search for Magic Matrix

Use the search bar in the top right-hand corner to search for 'Magic Matrix'.

Step 3: Enable Magic Matrix

Click 'Enable' to add the Magic Matrix to your CRM.

Using the Magic Matrix

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.

Step 1: Open the Magic Matrix

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

Step 2: Choose your Product Categories

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.

Step 3: Build Awareness

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

Step 4: Make Category Changes

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'.

Step 5: Decide Who to Target

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).

Step 6: Add to a Campaign Activity

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'.

Step 7: Completion

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!

Magic Matrix by Company

You can also view the Magic Matrix by Company, as well as manually mark a Company as being Aware of a Magic Matrix category, for example, if you told them about it over the phone or during a meeting on site.

To view the Magic Matrix by company, simply navigate to any Company in the CRM and clicking the 'Sales Analysis' page. This shows how well you're doing at cross-selling your different products to this particular customer, along with the progress (aware or interested) with products that you're trying to sell to this customer.

To manually mark a company as Aware, simply navigate to a Company. Scroll down to the Categories section and select 'Choose Items...' under the Magic Matrix heading. You'll then see a drop down list of all of your Magic Matrix categories, where you can then manually select the relevant category e.g. 'Aware'.

Note: The Magic Matrix updates customer categorisation overnight. If you'd like to update your Magic Matrix sooner, press the refresh button in the top right-hand corner.

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