Matrix Solutions had gained an upper hand in the media sales market through its ability to use historical data, roll up accounts and report on trends over time. But, as competitors entered the market and media sales now included web properties, mobile apps and events, its technology platform and old ways of thinking were limiting the ability to move quickly.
Matrix needed a cloud-based platform that now would include social collaboration, the ability to roll up accounts to local regional and national views and provide value so that account executives would want to maintain account information to keep it fresh for management views.