Doing More With Less: The Impact of Automating Data-Driven Content

Rachel Skroback
October 18, 2022
5 minutes

With so many software options out there, B2B software companies need to be able to prove the value of their product to customers in order to stand out from the competition. The best way to prove product value is through personalized data-driven content. Data-driven content, in the form of presentations, one-pagers, and other resource documents, can help B2B companies tell a consistent, compelling story throughout the customer lifecycle. However, manually creating data-driven content can take a lot of time and resources away from teams, and many companies don’t utilize it fully for this reason. That’s why Matik was created—to automate the creation of data-driven content and help teams do more with less. 

Several B2B companies have seen results from generating data-driven content with Matik, and we’re always thrilled to hear stories of increased account coverage, higher retention rates, happier employees, and stronger client relationships. In this blog, we’ve gathered some of our customers’ most inspiring success stories to give you an idea of what’s possible with Matik.

Motive triples account coverage

Before using Matik, Motive struggled to standardize and streamline the process of creating Executive Business Reviews (EBRs) for their customers—these presentations were an essential part of their operation, but they took a lot of time to maintain. They needed a solution that could automate the process.

By automating the creation of these presentations with Matik, Motive has more than tripled account coverage and has saved 118 hours per month for their customer success team. They’ve used Matik to generate thousands of presentations. 

“Since onboarding Matik, we’ve more than tripled the percentage of customers we share personalized data with, and that number keeps growing every day! Matik’s quickly become an essential part of how we build value and relationships with our customers here at Motive.” - Samantha Schwartz, Director of Customer Success-Commercial at Motive

Read the full case study here.

Glassdoor’s insights team saves 190 hours a week

Glassdoor partners with employers to promote job opportunities and help them better understand the employee experience. In order to foster these partnerships, Glassdoor needs to share data-driven presentations with customers. Before Matik, creating these presentations was tedious and time-consuming. Their business review presentation includes 153 data insights, which took up to five hours to put together before Matik.

Now, the team is using Matik to automate this process. The team now no longer needs a data analyst to build out a business review, enabling everyone on the team to use their time more productively. 

“Matik has helped us improve adoption of consistent and streamlined client narratives across our Customer Success and Sales teams, since it's so easy for them to pull the data they need instead of manually building their own ad hoc slides. It has also enabled us to more quickly iterate on data-driven content based on feedback from the field, which leads to a faster fine-tuning process for our narratives and more impactful stories!” -Alexis, Insights Manager at Glassdoor

Check out the full case study here.

Indio’s CSM team saves 2.7k hours a year

Prior to Matik, Indio CSMs were spending a lot of time putting together account reviews in order to summarize progress and overall health of each account. This process was essential for their customer success team to make decisions on each account, but they needed a way to streamline the process. With Matik, the Indio CSM team was able to automate the creation of health check one-pagers, saving them thousands of hours per year. 

"Out of all the tools we have at Indio, Matik has had the biggest impact within the Customer Success org, no question. Customer Success Managers can now pull together a comprehensive 1-pager to share with their manager that helps them assess the health of their accounts. No more opening up multiple tabs, no more combing through data, and no more headaches! Just accurate, actionable insights that help us make better decisions and really be there for our customers." —Tim Chin, Customer Success Manager Lead, Indio

Read the full case study here.

Solv achieves 3.5x ROI within just four months of purchasing Matik

Before Matik, CSMs at Solv, a healthcare SaaS platform, were manually putting together business reviews, ROI one-pagers, and other data-driven content to drive adoption, renewals, and upsells. These data-driven content pieces were very impactful to their business, but they took a lot of time and effort to put together and the process wasn’t scalable. Now, they’re generating customized data-driven content in minutes instead of hours.

"Matik allows our organization to easily produce content that demonstrates value to our customers. Before using Matik, all data was bottlenecked through the analyst (myself), making it extremely time consuming to create data-driven content for our customers. As a result, it was difficult to show our entire customer base valuable data on a consistent cadence. With Matik, we can easily produce data-driven content for our customers within seconds instead of hours, which means we can reach many more customers with critical metrics that show the value of our organization." —Casey Romero, Customer Success Strategy & Operations

Read the full case study here.

Handshake uses Matik to influence closed-won revenue 

Handshake relies on quarterly business reviews to share key insights with customers, but it took hours, if not days for their teams to tailor these data-heavy presentations. In order to help analysts, sales, and CS team members focus on more important initiatives, they needed a way to scale the QBR creation process. The customer success team can now open Matik, input a few pieces of account information, and download a fully complete tailored presentation in minutes.

“Before Matik, it took me 1-3 hours to compile the deck for my QBR and renewal calls per client. That's time away from selling activities or being on the phone with customers.” —Anonymous Mid-Market Account Manager, Handshake

Read the full case study here.

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