Matik provides data-driven content automation software that helps automate the creation and sending of personalized presentations and documents.

Matik

Matik | 4,479 followers on LinkedIn. Matik is a platform that connects data sources with data-driven content, and makes it easy for anyone to create content with data tailored to their specific audience. With Matik, teams can pull personalized metrics, text, charts, and tables directly into Google Slides, Powerpoints, and PDFs - all without storing any data in Matik.

Rich Maiers

Operational Financial Leader

Nick Ohrn, MBA

Helping consumers get the best, no haggle price to sell their car 🤝 The easiest way for dealerships to acquire clients in a totally new way 🤑…

Nate Mihalovich

Head of Operations @ Matik | Automate your data-driven content in seconds

Pascal Ezaki

In today's fast-paced business environment, a CS team is essential for driving revenue, retaining customers, and reducing churn. For companies aiming to cut costs on customer acquisition, the role of a customer success manager is more vital than ever, helping to foster a loyal, engaged customer base. Let's look at five ways to keep your CS team running efficiently and focused on what matters: Build Clear Documentation: Make onboarding and support easy with well-organized internal and customer-facing resources. Help customers become self-sufficient by providing easy access to the answers they need. Optimize Meetings: Create a set agenda, revisit goals, and present data in a straightforward way to keep meetings focused and impactful. Learn from Setbacks: Adopting a growth mindset can turn challenges like churn or low engagement into valuable lessons, helping the team to continuously improve. Cut Busywork: Free up CSMs from tedious, repetitive tasks like data pulling and manual touchpoint personalization so they can focus on strategic, revenue-driving activities. Streamline Communication: Internally, align across departments to address customer concerns effectively. Externally, prioritize each customer’s preferred communication method to build trust and satisfaction. #customersuccess #csm #revenueoperations #revops

Wrapping up the year is the perfect opportunity to showcase your product’s value directly to customers, highlighting their unique successes and progress. A well-crafted end-of-year email can be especially impactful—it not only resonates with customers but also captures the attention of key executives. ✨ 👀 Looking for some inspiration? Download our End-Of-Year Email Template now: https://lnkd.in/ghJbBcfW #customersuccess #csm #revenueoperations #revops

Spending too much time personalizing documents for each client? Manually creating sales proposals, reports, and client updates can be time-consuming—especially when each document needs to be customized. With Matik’s new support for Microsoft Word and Google Docs, you can now automate these text-heavy documents directly in Matik. How Matik simplifies document creation: 1️⃣ Instant Personalization: Select the account, and let Matik fill in your Google Doc or Word file with tailored text, images, tables, and charts. 2️⃣ Scale Across Accounts: Use Matik Mail to send customized documents to all clients with just a few clicks, attached as PDFs and emailed seamlessly. 3️⃣ Ideal for Detailed Content: Automate complex sales proposals, client updates, and more, even when they require variable-length content. 📌 Want to free up time while improving consistency? Read our blog post to learn more: https://lnkd.in/eiXAeDJT

As we come to a close on 2024, now’s the perfect time to showcase your products impact. End-of-year emails are a fun and effective way to wow customers & get in front of execs. But creating one can be hard, Matik offers a AI-generated fully-branded end of year email that provides suggested metrics that will resonate with your customers. Wrap up your 2024 and show your customers why they love your product with this end-of-year email creator: https://lnkd.in/gi_V-ZFG #customersuccess #csm #revenueoperations #revops #AI

A strong feedback loop is essential for SaaS companies aiming to refine their products, retain customers, and stay competitive. By consistently collecting, analyzing, and acting on customer feedback, companies can ensure their offerings better meet customer needs and foster trust. ⬇️ But what Does an Effective Feedback Loop Look Like? - Regularly Connect with Customers: Engage customers through various channels—social media, support interactions, surveys, reviews—to gather diverse feedback. Meeting customers where they are provides a broad understanding of their needs. - Analyze Feedback Consistently: Trends and issues evolve quickly; regular analysis helps surface key patterns. - Act Promptly: Customer Success (CS) teams should advocate for quick action on customer insights, demonstrating that feedback is valued. - Utilize a Feedback Management System: Implementing a system to track and prioritize feedback enables timely responses and helps teams stay organized. - Involve Stakeholders: Collaboration between CS, product, engineering, and marketing ensures that feedback leads to tangible improvements. - Communicate with Customers: Share updates about how their feedback has driven product changes, building customer loyalty and advocacy. - Include CS in Product Planning: CS teams provide crucial customer insights; integrating their perspectives in development fosters a customer-centric product. - Equip CS Teams with Product Knowledge: CS teams with in-depth product knowledge can better support customers and highlight new features effectively. A SaaS team's greatest asset is its customer base, making it essential for customers to have input in product development. Consistent, open communication, shared tools and insights, and strong cross-team collaboration are crucial for building and sustaining effective feedback loops. #customersuccess #csm #revenueoperations #revops #revops

Non-Sales Generating Activities. everyone loves to spend time updating the CRM, right? JK However, partially or fully automating non-sales generating activities (aka admin tasks) is a big focus with AI that is seeing RAPID improvement. This will help you give back more time to your sellers so they have more time to interact with prospects and customers and spend their time more strategically on driving revenue. Here's a few examples: Matik - Why have your customer facing teams manually create custom decks and presentations, when you can create a process to have them created in a few minutes (not hours) Momentum.io - With virtually all customer/prospect meetings recorded (GDPR compliance meetings anyhow), you have customer and prospect words in your hands. You can now automate those findings and push the data to where it needs to. CRM updates, Opp Notes, can now be automated, saving your reps hours of time, in addition to identifying key trends and more analysis Actively AI - Have AI aggregate all customer touch points, (includes transcripts, sfdc notes, etc) and help craft personalized messaging for each account and each contact. Copy.ai - Tackles the whole GTM pipeline motion by accelerating each step, from Campaign Creation to Outreach. Tribble - Automate filling out all those RFPs/Security Questionnaires and save your team hours. In addition, you can create an AI Agent that acts as a digital Solutions Engineer, helping your get answers to technical questions without needing to set up more meetings. What tools are you seeing that are transforming your GTM motion and giving more selling time back to sellers?

Taylor Scotto

For customer success teams, a business review is more than just an update, it’s a chance to connect meaningfully with customers, showcase their progress, and strengthen relationships. But sometimes, we miss the mark on one key point: Understanding what customers want to see. ⬇️ Here are some ways to tailor your business reviews so they resonate with your audience and add real value: Personalization - Show that you get their world! Start by revisiting their goals, challenges, and pain points to confirm you're in sync. It’s a simple step that reinforces you’re in the know and lets you tailor each part of the review to their unique needs. Performance Metrics - Data matters. Your customers want proof that your product is delivering value. Share metrics like adoption rates, uptime, and progress toward their objectives to paint a clear picture of their team’s success. Support Reminders - A quick reminder on how to access support can go a long way. Reinforcing the ways they can reach your team helps build trust and reassures them you’re there to help anytime they need it. Features & Functionality - Guide them through under-utilized features, and share any product roadmaps so they’re excited about what’s next. A little peek into future enhancements shows you're evolving with their needs in mind. Pricing & Value - Keep it transparent! Demonstrating ROI, cost efficiency, and how you stack up to similar solutions in the market is a powerful way to affirm their confidence in your product. Clarity Is Key - Make insights digestible and easy to share with their team. Prioritize the most impactful information, create a visual hierarchy, and ensure your presentation is shareable for other stakeholders. A little extra focus on these elements can turn a regular business review into a strategic partnership-building session. Here’s to business reviews that leave a lasting impact and keep customers feeling confident in their journey with you! #customersuccess #csm #revenueoperatios #revops

In sales, focusing on customer expansion has become just as crucial, if not more, than chasing new logo acquisition. Acquisition costs are rising, while consolidating tech stacks makes landing new customers even tougher. Especially in tech, where sources say it costs 4-5x more to secure a new customer than to retain one, expansion is a cost-effective, impactful strategy. Increasing retention by even 5% can lead to a 95% profit boost, making a strong customer expansion strategy non-negotiable. But what are the barriers? Too often, sales reps lack visibility into customer usage, struggle to identify cross-sell opportunities, and face disconnects with post-sales teams like CSMs and AMs. So, how can you remove these roadblocks? Sales reps today can’t rely on getting expansion meetings just because someone’s a current customer, they need to earn that time by proving value. The key? Data-driven content. When AEs and SDRs use internal reports to unlock insights on customer usage and ROI, it helps them lead with value in every interaction. Data empowers teams to: - Deepen customer understanding - Spot cross-sell opportunities - Align more closely with post-sales for a seamless customer experience Empowered with the right data, reps can strengthen relationships and drive customer expansion with real impact. #customersuccess #csm #revenueoperations #revops

Is your contract renewal process set up to make renewals easy? The renewal process should not only be easy but provide opportunities for upselling and retaining current customers. 🤝 💼 Here are key elements of an ideal renewal process and how you can improve yours: Communicate early and often - Start the renewal conversation well ahead of time! Regularly share updates on account performance, new features, and renewal options to ensure transparency and ease at every stage. Keep it simple - Renewing should be hassle-free. Make it easy with clear instructions, pre-filled information, and a user-friendly online renewal portal. Personalize every touchpoint - A tailored renewal experience builds trust. Offer custom pricing, unique recommendations, and, if possible, a dedicated account manager to guide the process. Share data-driven insights - Showcase product value with relevant data, usage insights, pricing ROI, and personalized recommendations to build a compelling case for renewal. Spot “Green Flags” for upselling - Renewal time is prime for upsell opportunities. Watch for signals that indicate interest in new features or services, and highlight potential ROI for upgrading. Act on customer feedback - When customers see their feedback reflected, loyalty grows. Collect input on both product and renewal experiences to refine your process and enhance satisfaction. Invest in user experience - A smooth, intuitive renewal journey positively impacts retention. Test and optimize the experience for simplicity and accessibility. Prioritize customer success and service - Provide quick, helpful responses and proactive support. Customers who achieve their goals with your product are more likely to renew—so offer resources, training, and dedicated support to empower their success. #customersuccess #csm #revenueoperations #revops

"Our CSMs are constantly telling us how Matik has changed the way they work. Being able to easily pull data-driven resources gives them the tools to have really impactful discussions with customers. It's taken their focus away from pulling data and piecing it together, to instead being able to have meaningful discussions and add value. At this point, every CSM on the team would tell you that they could not do their job without Matik." - Bianca Longino , Revenue Operations Manager, Salesloft Salesloft is redefining customer engagement by enabling their customer success managers (CSMs) to provide personalized, data-driven insights in just minutes. For CSMs, spending hours gathering and organizing data for quarterly business reviews (QBRs) was the norm, until they started using Matik. After a brief stint with an internal solution, Salesloft adopted Matik to automate their QBRs, saving their CSM team nearly 4,400 hours in a year. In just five weeks, Salesloft was able to roll out a fully tailored QBR template powered by Matik, which has now influenced $60M in ARR across 700+ accounts. Not only that, customers who received these impactful QBRs saw a 98% renewal rate and an 86% upgrade rate. ➡️ Curious to see the impact Matik has had? Check out the full story here: https://lnkd.in/gNeutXxY

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Matik

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