Matik Launches Matik Mail to Help Teams Bring Personalized, Data-Driven Presentations & One-Pagers to All Their Accounts
Matik, an automation platform for data-driven content,announced the launch of Matik Mail. With Matik Mail, sales and customer success teams can bring personalized, data-driven presentations and one-pagers to all their accounts, in minutes.
Traditionally, this type of content was reserved only for top-tier, high-value accounts, as it required a lot of time and resources to pull data, create data visualizations, and then package it nicely in a Google Slides or Microsoft PowerPoint presentation. And if teams were able to solve the problem of creating it, the challenge of distributing it, at scale, remained.
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Matik, along with the new Matik Mail feature, automates the creation & sending of personalized, data-driven content. After setting up a template in Matik, all teams will have to do to create & send a personalized version for an account is provide Matik with a few inputs (ex. which account the deck is for, the date range). Matik will then query the data to create a Google Slides or Microsoft PowerPoint deck with personalized text, images, charts and tables. Matik will attach a PDF version of the presentation or one-pager to an email, and send it directly to contacts. Other feature highlights include:
- Connect to most data warehouses and apps, and through REST APIs, without ingesting data
- Create presentation templates using Google Slides or Microsoft PowerPoint (Matik is not a presentation editor)
- Use simple field lookups or complex SQL queries to define metrics that can then be added to your presentation as text, tables, charts or images
- Use if-then logic to automate whether a slide is kept or removed
- Add text, metrics and images personalized to the recipient in the email sent with the attachment
- Pull the send list from a static list of recipients with Google Sheets and Microsoft Excel, or a dynamic one that queries data warehouses and apps
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“It’s becoming increasingly challenging for companies to make sure their products survive cuts to customer tech stacks, especially as they run leaner teams,” said Nikola Mijic, Matik Co-Founder and CEO. “Those who survive are the ones who are able to quantify the product’s ROI and show that it’s a need to have, but it takes time and resources to create this kind of content manually – it’s practically impossible to create & deliver that content to all customers. Matik Mail helps companies do more with less by taking on the creation & sending of this personalized, data-driven content, so that the team can focus on the strategic and human aspects of retaining customers.”
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[To share your insights with us, please write to sghosh@martechseries.com]
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