Enable your team to create data-driven content on their own

Make it easy for your team to add personalized metrics, text, tables & charts directly into their content, without needing your time

The power of Matik

Increased account coverage
Insights created
Hours/CSM/month saved
Hours/presentation saved

Scale operational consistency across the whole team

Create templates that ensure everyone's content is the consistent when it comes to messaging & branding, and update the templates to easily implement learnings & changes across the team

Automate your team’s workflows

Instead of the team waiting on data requests, they can tell Matik who the content is for and Matik adds the metrics, tables & charts in a Google Slides or Powerpoint deck that they can further edit as desired

Empower your team to use data

Help your team leverage data in their content and still control how insights are derived by defining them through queries, and ensure they are used correctly by specifying the conditions under which they are generated (oh, and Matik doesn't store the data)
With Matik, you can automate
Connect with prospects using deeper personalization
Quarterly Business Reviews
Pilot Reviews
Connect with prospects using deeper personalization
ROI Overviews
Connect with prospects using deeper personalization
Pitch Decks
Connect with prospects using deeper personalization
+ many more
Matik connects to
Microsoft Excel
Google Sheets
Google BigQuery
Rest API
Microsoft SQL
Microsoft Azure
Customer Story
“With Matik, we can translate ROI for our customers in a scalable way, and share insights with thousands of accounts versus a few dozen. We can also do this better and in a more consistent way than our competitors, which helps us improve the customer experience and win at retention.”
Rosa Gandler, Director of Customer Revenue Operations
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Customer Story
"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."
Alexis, Insights Manager
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Customer success
insights created
Customer success
analyst hours saved per week
Customer Story
"We streamlined our Quarterly Business Review process by 85%. It took us hours to put together a data-driven QBR for a client. It takes us minutes with Matik!"
Quentin Boseman, Manager, Customer Success
Customer Story
"The ease of use and ability to quickly pull data from different sources into a customer facing presentation has helped us increase our velocity and effectiveness as a sales organization."
Jamie SharplessStrategy Lead, Business
Customer Story
"Before using Matik, all data was bottlenecked through the analyst (myself), making it extremely time consuming to create data-driven content for our customers…With Matik, we can easily produce data-driven content for our customers within seconds instead of hours."
Casey Romero, Customer Success Strategy & Operations 
Customer success
of customers received
of accounts expanded revenue
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Connect to databases
Connect through REST APIs
Connect to apps
Define metrics through simple field lookups or complex SQL queries
Generate metrics, text, charts, tables, and images based on provided inputs
Create Google Slides, Powerpoint or PDF templates
Use the same slide with data-driven content in multiple templates
Enterprise Only
Use if-then logic to automate whether a slide is created in a presentation
See how often templates are used and by whom
Use if-then logic to automate whether a dynamic content is created on a slide
Enterprise Only
Control access to templates and insights through permissioning
Maintain security through SSO
Enterprise Only
Generate personalized content right from within Salesforce
Enterprise Only
Automate the sending of Matik-generated content
Enterprise Only
Send personalized emails after providing inputs
Enterprise Only

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