Automate Content Creation with Salesforce

Learn more about how Matik can help you automate the creation & sending of any personalized presentation or one-pager using your Salesforce data.
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Interested in partnering with us? Email hello@matik.io
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Personalize Content at Scale Using Data from Salesforce

QBRs & Customer Reports

Auto-populate engagement metrics, deal data, and lifecycle stages.

Personalized Outreach

Generate tailored emails and decks using real-time account insights.

Sales & CS Performance Reports

Sync pipeline trends, lead conversion rates, and campaign performance.

Automate Content with Salesforce Data

Just tell Matik who the content is for, and Matik will pull data from Salesforce to personalize all the elements including text, images, tables, and charts. Compatible with Google Slides, Microsoft PowerPoint, Google Docs, and PDFs.

Hyper-personalize your 1:many motion

Deliver hyper-personalized content to accounts by sending personalized PDF attachments via email. Send on demand, on a schedule, or when data in Salesforce changes or hits a threshold. Even embed fully-branded, personalized tables & charts within the email.

Uplevel the insights you share with AI

Matik’s AI can create personalized, data-driven insights & takeaways right in your content. It will also help you enable your team to present confidently by providing executive summaries and talk tracks.

FAQ

How can I pull Salesforce data into presentations?

You can generate personalized presentations using Salesforce data with Matik. Simply add Salesforce 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.

What kind of Salesforce data can I pull into presentations?

With Matik, you can generate personalized content with a variety of Salesforce data, such as: - Opportunity and pipeline data (deal stage, close date, amount)- Account and contact information (industry, region, engagement history)- Activity and engagement metrics (calls, meetings, tasks)- Custom Salesforce reports and dashboards (KPIs, charts, trends)

Does Matik ingest data from Salesforce?

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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