Matik

Benchmarking data can be a game-changer for customer success teams. It gives the tools to guide customers, drive outcomes, and even uncover what makes your top-performing customers successful. Here’s how benchmarking can make an impact: - Evaluate performance and set goals: By comparing customer metrics to industry averages or high-performing peers, you can spot opportunities and set achievable goals. This positions you as a trusted advisor and builds the trust that keeps customers loyal. - Empower smarter decisions: Data-backed insights beats guesswork and assumptions. Benchmarking helps uncover patterns, prioritize resources, and align strategies with customer needs. - Pinpoint what works: Benchmarking isn’t just about customer conversations. Analyzing top-performing customers helps uncover repeatable strategies that can be shared across sales, product, and other teams. Now that you have the data here are tips to share it effectively: ✅ Protect customer privacy: Always anonymize and aggregate data before sharing. ✅ Provide context: Numbers on their own don’t tell the full story. Use visuals and explain what the data means for their business. ✅ Personalize insights: Tailor your recommendations to what matters most to each customer. ✅ Iterate: Collect feedback and refine the data to make it as actionable as possible. When used right, benchmarking isn’t just data it’s a way to build stronger partnerships and show customers you’re as invested in their success as they are. #customersuccess #csm #revenueoperations #revops #data

🗓️ Start the new year off right with the perfect client kickoff template! A strong kickoff sets the tone for success, and having the right deck can make all the difference. This client kickoff deck template walks through the key components of a successful kickoff meeting and includes example from a fictional company, SimpleTicket. Whether you're improving your existing presentations or building one from scratch, this template is packed with best practices to ensure you're setting your clients up for success from day one. 🤝 💼 ➡️ Download our free template here: https://lnkd.in/g-ffAmxZ #customersuccess #csm #revenueoperations #revops

🎉 Don't start from scratch this year! Our template library is packed with a variety of templates to help you make an impact with your customers and offering examples to enhance your current templates including data you should focus on and slide structure. From QBR one-pagers, ROI summaries to business case decks, proposal slides, and more. Make 2025 easier by using our templates, download here: https://lnkd.in/gHm3ygYB #customersuccess #csm #revenueoperations #revops

QBRs are essential for customer success teams to prove the value of your product. They show how your product helps customers achieve their goals and remind them why they chose to partner with you. But creating QBRs can be a huge time sink. From gathering data to designing presentations, the process is anything but simple. And starting from scratch every quarter for each account? That’s not sustainable. Effective QBRs need to be visually appealing, easy to digest, and packed with insights, but that doesn’t mean they need to take hours to create. That’s why we’ve created a QBR template to make the process faster and easier. ➡️ Download our QBR Template here: https://lnkd.in/gS53_Q8m #customersuccess #csm #revenueoperations #revops

🚨 Customer retention isn’t just important; it’s critical. When the economy tightens, building trust with your customers becomes the foundation for long-term success. Trust isn’t just earned through words, it’s solidified through consistent actions and delivering value. In our on-demand webinar, "Using Data to Build Trust with your Customers" we’ll walk you through a proven, step-by-step process for building trust at every stage of the customer lifecycle. Learn how to use data-driven content to strengthen relationships, foster loyalty, and keep your customers engaged no matter the economic climate. ➡️ Watch our on-demand webinar here: https://lnkd.in/gGkkKA7D #customersuccess #csm #revenueoperations #revops

In times of recession or economic downturn, customer retention becomes more critical than ever for B2B companies. The key to keeping customers loyal? Building trust. Trust doesn't happen overnight, but with the right approach, you can nurture it throughout the customer lifecycle. We’ve put together a step-by-step guide to help you build and maintain trust with your customers using data-driven content at every stage of their journey. ➡️ Download our free ebook here: https://lnkd.in/gFm4Jzkm #customersuccess #csm #revenueoperations #revops

🗓️ ✨ The beginning of the year is the perfect opportunity for CSMs to strengthen relationships and set the tone for a year of meaningful engagement. By focusing on key email touchpoints, you can drive customer success and showcase the value you bring as a strategic partner. ⬇️ Here are some impactful email touchpoints to include as you begin the year: Usage Recommendations Why it’s important: Re-engage customers by offering tailored suggestions to unlock more value from your product. Highlight underutilized features to help them start the year strong! Frequency: Monthly Data Used: Product usage and recommendations Monthly Check-In Why it’s important: January is the perfect time to reflect on progress and set expectations. Showcase usage, ROI, and personalized recommendations to maintain trust. Frequency: Monthly Data Used: Product usage, ROI, and recommendations Product Newsletter Why it’s important: Ensure your customers are aware of new features or updates released in the last quarter. A timely newsletter sets them up for success right away. Frequency: Quarterly Data Used: Product usage QBR One-Pager Why it’s important: Provide a year end recap or start of year overview that highlights ROI, benchmarks, and clear action steps to maximize success moving forward. Frequency: Quarterly Data Used: Product usage, ROI, benchmarking, and recommendations Effective communication drives trust, engagement, and results. These touchpoints aren’t just about check-ins—they’re about providing valuable insights, building stronger relationships, and showcasing the impact of your partnership. #customersuccess #csm #revenueoperations #revops

Struggling with time-consuming QBRs? Salesloft was too, until they discovered the power of automation. Salesloft’s customer success managers were spending hours manually pulling data and crafting personalized presentations. It wasn’t just tedious, it took away precious time they could’ve spent building relationships with customers. Their initial solution? An in-house tool built with Google Sheets. But it proved unstable and inflexible. That is where Matik stepped in: With Matik, Salesloft transformed the way they handle data-driven presentations. The results speak for themselves: 🔹 4,300+ hours saved annually—QBRs now take minutes instead of hours. 🔹 98% renewal rate and 86% upgrade rate for customers who received a QBR. 🔹 $60M in ARR influenced by QBRs created with Matik. 🔹 Over 5,000 presentations and 395,000 data insights delivered in just 12 months! Want to read more about how Matik helped? Take a look at our case study here: https://lnkd.in/gaaxCaFE #customersuccess #csm #revenueoperations #revops

Start the year off strong with your customers 🗓️ ✨ Our on-demand webinar is here to help you refine your QBR and set the tone for success in 2025. 💡 Here’s what you’ll learn: - How to identify and present the right data that resonates with customers - Tips for creating personalized, engaging, and visually impactful QBRs - Strategies to simplify the QBR process for your team Start the year off right by showcasing value, building trust, and driving customer success. ➡️ Watch this on-demand webinar now: https://lnkd.in/gZzGuHET #customersuccess #csm #revenueoperations #revops

Help your customers see the bigger picture 📈 An expansion deck is your chance to highlight the wins your customers have already achieved with your product and help them realize the additional value they could gain by expanding. This is where data meets storytelling. Use this deck to showcase results, reinforce your product’s impact, and help customers envision what’s next. ➡️ Need help getting started? Download our template that's filled with best practices and tips: https://lnkd.in/ginFEm-m