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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Auto-populate engagement metrics, deal data, and lifecycle stages.
Generate tailored emails and decks using real-time account insights.
Sync pipeline trends, lead conversion rates, and campaign performance.
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.
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)
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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