Matik

Exciting updates are here! Our latest features are designed to enhance your experience. Check out all the details below: Improved Slide Condition Management - You can now easily apply if-then logic to multiple slides. Dynamic Sender & Recipient - Make the From, CC, and BCC fields of your emails dynamic and pull data from any of your data sources.

📣 Here are all the top LinkedIn posts on revenue operations from 6/27 to 7/11. Arit Nsemo - when to automate - https://lnkd.in/gS3fWriw Eddie Reynolds - how does RevOps evolve from Systems Admin to Strategic Advisor - https://lnkd.in/g5bgaejv Eddie Reynolds - measuring the ROI of RevOps - https://lnkd.in/gTWwWwzC Eddie Reynolds - keys to a successful pipeline council - https://lnkd.in/gRtY66Jd Elizabeth Italiano - a story about forecast failure - https://lnkd.in/gBqrUgAs Jeff Breunsbach - account coverage model vs static segmentation - https://lnkd.in/gED9tmn6 Matthew Volm - first principles on opportunity creation - https://lnkd.in/gcCgmDbu Michael Tuso - why product usage isn’t the only indicator to look at as a risk indicator - https://lnkd.in/gZnC6Jna Natalie Furness - Revenue Operations - fixing CRM data if it's a mess - https://lnkd.in/gRvuHbhf Rosalyn Santa Elena - how to approach a check-in and a build-out for insights and reporting - https://lnkd.in/g6wZ9PFb -- 🚨 Did we miss a post? Let us know in the comments to make sure others don't miss it either ❤️ Was this helpful? Make sure to follow the Matik page to continue seeing these weekly roundups! -- What is Matik? Matik automates the personalization of content, including data-driven elements like tables, charts, and insights. Compatible with Google Slides, Microsoft PowerPoint, and emails. See it in action: https://lnkd.in/gmWedmqb #revenueoperations #revops

📣 Here are all the top LinkedIn posts on customers success from 6/28 to 7/11. Arit Nsemo - storytelling in CS - https://lnkd.in/gwc7gRdh Cinthia Silva - most impactful takeaways from Peter Armaly & Jeff Mar's new book, “Mastering Customer Success” - https://lnkd.in/gYDSfMwZ Daphne Costa Lopes - how to get off the hamster wheel - https://lnkd.in/gHvPz3UZ David Sargent - my top 3 considerations for how CSM Leaders in SaaS should support their teams - https://lnkd.in/gJEz3Hz7 Diana De Jesus - how to know if your clients are disengaged because you’re suffocating them and what to do about it - https://lnkd.in/gcDxGFyu Diana De Jesus - what "building relationships" means in customer success - https://lnkd.in/g5BnB34q Emma Lampert - 5 things about churn - https://lnkd.in/gYbt2e5h Greg Daines - why customer satisfaction and results don't go hand in hand - https://lnkd.in/gQfiuZd9 Jeff Kushmerek - CSM ratios - https://lnkd.in/g9Qsbp5Q Johan Nilsson - Keep your Customer Success team from wasting time doing these 5 red flag 🚩 activities - https://lnkd.in/gbnyCYaB Justin Chappell - the need for a digital-first self-serve experience - https://lnkd.in/gyitbdtr Justin Chappell - how to figure out how much time CSMs should spend on email vs phone - https://lnkd.in/gJNKD4DQ Loyd Vidal 🇺🇦 - when to raise the flag - https://lnkd.in/g7b6WsZb Markus Rentsch - 3 levels of customer success - https://lnkd.in/gq7NvTpJ Markus Rentsch - the right way to do CSM - https://lnkd.in/gkNJkHAj Rachel Provan - how success and support can help each other - https://lnkd.in/gStx4EHs Rachel Provan - how to really get your customers "on board" - https://lnkd.in/gUm6Dvyc Sara Masson - ChatGPT prompt for follow-ups - https://lnkd.in/gxBvfZBj Sumi Jaiswal - why you need to deep dive into the product, tech stack and industry as a CSM - https://lnkd.in/gNuVQnhw Sumi Jaiswal - sales to implementation handover template - https://lnkd.in/gMib6k-V -- 🚨 Did we miss a post? Let us know in the comments to make sure others don't miss it either ❤️ Was this helpful? Make sure to follow the Matik page to continue seeing these weekly roundups! -- What is Matik? Matik automates the personalization of content, including data-driven elements like tables, charts, and insights. Compatible with Google Slides, Microsoft PowerPoint, and emails. See it in action: https://lnkd.in/gmWedmqb #customersuccess #csm

A well-structured QBR deck is essential for showcasing the value of your product or service, highlighting successes, and offering actionable recommendations. Here's a quick guide to what you should include for a successful QBR deck: Executive Summary - Design this slide as if it's the only one the decision-maker will see, highlighting key elements that ensure your place in their tech stack. Focus on your product's ROI and its impact on the customer's goals and objectives. Account Overview - This slide will present metrics relevant to the account and its users, reminding customers of what they signed up for and providing insights at the user level. Usage Overview - Focus this slide on helping your customer understand their current usage by highlighting key insights with data visualization techniques, such as charts. Spread the metrics across several slides to avoid clutter and share details, even if the numbers aren't favorable, to identify growth opportunities ROI - This is the most crucial slide, showcasing your product's value to the customer with supporting data. Highlight metrics like time savings, money saved, and revenue impact, connecting high usage to the customer's objectives. Benchmark - This slide positions you as a strategic advisor, providing invaluable guidance. Achieve this by setting goals with the customer or comparing them with similar companies. Share observations and offer recommendations based on these insights. Actionable Next Steps - End your QBR by positioning both your customer and yourself for future success. Provide suggestions to boost adoption, maximize product value, and achieve business goals. Collect actionable feedback, offer internal training, and use resolution analytics. A well-structured QBR deck not only reinforces your product's ROI but also positions your company as a strategic partner and advisor dedicated to helping your customers achieve their business goals. Ensuring that you are not included in tech stack slashing and reminding your customers of the ROI of your product or service. #customersuccess #csm #revenueoperations #revops

Curious how Matik can help? Here’s what we’ve done for a few companies: Asana - 8x the number of business reviews & one-pagers they created (with 100% adoption from their global dedicated CS team!) Salesloft - influenced $60M ARR with Matik-generated presentations Greenhouse Software- 31.5% increase in number of accounts touched with data-driven content Glassdoor - 190 hours saved per week (equivalent of 5 analysts!) Modern Health - went from 2 hours to a few minutes to create an executive business review ➡ Read how we did it here: https://lnkd.in/gxQHCCPZ #customersuccess #csm #revenueoperations #revops

As we enter into a new quarter, we have some product updates that we are eager to share! From new integrations to easier template management, check out all our latest features here: https://lnkd.in/dksmtybF #customersuccess #csm #revenueoperations #revops

Looking for a way to check in with all customers on a frequent basis? Something that you can send that provides value to them, without them having to meet with you? Enter the QBR one-pager. A QBR one-pager is a quick overview that can be used by customer success teams to summarize key insights. In contrast with a full QBR presentation, a one-pager includes only the most essential insights and is used to provide high-level updates for customers. The ideal QBR one-pager should include the data that is most relevant for your customer. For example, based on your customer’s goals and objectives, you may decide to include benchmarking data, ROI insights, usage data, or adoption recommendations. Get our free QBR one-pager template here: https://lnkd.in/gCqGeDmM #customersuccess #csm

📣When managing a customer, business reviews are essential to ensure that goals are being met and to adjust strategies as needed. Two types of reviews that companies often offer their customers are an Executive Business Review (EBR) and a Quarterly Business Review (QBR). Although both of these reviews help showcase what the customer has achieved with their product, they are different in their focus, the audience, and even in their objectives. 📊 An Executive Business Review’s aim is to evaluate the performance of the service or product, discuss its impact on the business, and ensure it aligns with the organization's strategic goals. Data used in an EBR include account information, ROI, benchmarking data, strategic recommendations. 📈 The main goal of a Quarterly Business Review is to showcase the value of your product or service at scale, highlight successes, and offer actionable recommendations for getting more value. Data used in a QBR include account information, user adoption, product usage, ROI of the product, benchmarking data, tactical recommendations. #customersuccess #revenueoperations #revops #csm

Customer success teams must be able to prove the value of their product backed up by cold hard data, especially during times of economic uncertainty. When done the right way, building trust goes far beyond just the renewal period—it needs to be woven into every part of the customer journey. The entire customer journey presents countless opportunities to build trust. It's crucial to use the right data at each stage, but simply presenting data isn't enough. CS teams also help customers interpret insights to provide actionable next steps toward success. Taking a customer-centric approach with data-driven content enhances customer value perception beyond financial metrics, positioning you as a trusted advisor rather than a mere seller. This approach nurtures trust and fosters long-term loyalty. ⬇ Key components to prioritize in data-driven content include: 🚀 Onboarding: Highlight primary goals, purchase overview, and timeline data. 📈 Adoption: Showcase usage and feature adoption metrics at user and account levels. 🔄 Renewal: Review initial objectives and transition to ROI data illustrating product impact. 🌱 Expansion: Present benchmarking data that emphasizes the benefits of additional services or features. #CustomerSuccess #revenueoperations #revops #csm

📣 In case you missed it, here are all the best LinkedIn posts from June! ➡ For CS: https://lnkd.in/gP6ETmgS ➡ For CS Ops: https://lnkd.in/gXjS9dub #customersuccess #csms #revops #revenueoperations