Matik App for Salesforce

Pulling data from Salesforce and turning it into compelling, personalized presentations for prospects and customers can take eat up a lot of a rep's time. Matik App for Salesforce automates the creation of these personalized, data-driven presentations.

With the click of a button on the Salesforce account page, Matik pulls the data from Salesforce to create a Google Slides or Microsoft PowerPoint deck with personalized text, images, tables, and charts. All content in the presentation can be edited, including the data behind visualizations, using Google Slides or Microsoft PowerPoint. If data lives in other apps and data warehouses, Matik will be able to pull from there as well. The app also keeps track of the content created within Salesforce, so that users can easily look up past presentations and create reports to see the content’s influence on key business metrics.

Examples of content that can be automated include quarterly/executive business reviews, renewal decks, pitch decks, and ROI one-pagers.