An ongoing series on how we use Matik at Matik

I recently came across an article on how Gong uses their own product. This inspired me to share how we use Matik.

As a reminder our mission at Matik is to transform the way people work by automating the generation of repetitive data-driven documents. We believe that data should be used throughout all the different touch points in the customer lifecycle to build relationships, drive value, and ultimately influence business outcomes.

We have created templates for both pre-sale and post sale touch points. For this first article, I will go over how we utilize ROI one pagers to illustrate potential value after a discovery call with a prospect (don't worry, we will go through all the different use cases in future articles).

Use Case

This template is primarily used by our Sellers (AEs). The point of this narrative is to showcase to the prospect the potential ROI they would receive through Matik based on what we learned during a discovery call. Rep productivity is one of our core value props and as a result we try to quantify the time savings they will receive through automation.

Data Sources

Nothing complicated here, we utilize a ROI calculator we created within Google Sheets and Salesforce to pull in the reps information - name, email, profile picture, etc.

Inputs

In order to customize the data and content, the rep provides the inputs below into Matik:

• Company Name:  Text box that  is manually inputted by the user
• Rep Name: Single select dropdown that pulls in all sellers from our Salesforce CRM
• Team persona: Single select dropdown that has two values - Customer Success or Sales
• % of time spent today crating data driven content: Text box that is manually inputted by the user
• % of time Matik will save: Text box that is manually inputted by the user
• Size of team: Text box that is manually inputted by the user
• Average Salary:  Text box that is manually inputted by the user

The last three inputs are sent to the google sheet in which  calculations are created and sent to the final presentation.

Output

The end result is a customized one pager that shows how much money Matik saves their sales organization by automating data driven content. The ROI calculations are fully customized based on the inputs that the user in Matik provides. Even the value props and customer quote at the bottom is tailored based on the lead function selected - customer success vs sales.

This is a pretty simple template, but if you are doing 10 calls per week, being able to generate something in 30 seconds instead of 30 minutes can become a massive efficiency lever.  From a leadership perspective, I feel confident that my reps 1) have "on brand" content and 2) have narratives that tell a compelling story which is fully tailored to that particular prospect.