Always have up-to-date metrics at your fingertips for weekly, monthly, or quarterly team meetings.
Create personalized presentations, documents, and reports that showcase value and drive outcomes.
Standardize documents, spreadsheets, and emails that keep teems informed and aligned.
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Query directly from source to create tailored content for every account.
Generate EBRs with account-level metrics like usage, ROI, and retention indicators.
Dynamically build content by vertical, region, or cohort using filtered queries.
You can generate personalized presentations using Microsoft SQL Server data with Matik. Simply add Microsoft SQL Server as your data source, upload a template, tell Matik who the content is for, and Matik will personalize all of the text, tables, images, and charts.
With Matik, you can generate personalized content with a variety of Microsoft SQL Server data, such as:- Sales and revenue analytics (deal values, pipeline, forecasts)- Customer records (contacts, account activity, support history)- Financial and operational metrics (P&L reports, performance indicators)
No, Matik only queries your data in real time. Your data stays in your systems, which reduces risk and makes setup simpler since there’s no need to move or replicate data.
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