# Matik Reviews **Vendor:** Matik **Category:** [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) **Average Rating:** 4.8/5.0 **Total Reviews:** 56 ## About Matik Matik automates the creation of presentations, documents, and reports directly from your data, powered by AI you can trust. Pull from dashboards, reports, and data in your BI, CRM, data warehouse and other sources to instantly produce on-brand, insight-rich content in formats you already use today. Matik empowers any team to align messaging, scale best practices, and tell consistent data stories that drive action - faster than ever. ## Matik Pros & Cons **What users like:** - Users commend the **ease of use** of Matik, enabling efficient reporting and seamless administration support. (11 reviews) - Users find MATIK to be a **significant time-saver** , enhancing efficiency in data presentation and reporting tasks. (8 reviews) - Users commend MATIK for its **efficiency** , significantly reducing time spent on data harvesting and enhancing strategic focus. (6 reviews) - Users find Matik **invaluable for saving time** and reducing manual labor in creating data-driven presentations. (6 reviews) - Users commend Matik's **unmatched customer support** , highlighting quick responses and effective solutions to their needs. (4 reviews) - Ease of Creation (4 reviews) - Features (4 reviews) - Intuitive (4 reviews) - Speed (4 reviews) - Time Management (4 reviews) **What users dislike:** - Users find the **search functionality inefficient** , leading to frustration in locating coded fields accurately. (3 reviews) - Users find **limitations in template groups** and face usability issues that hinder effective management and updates. (3 reviews) - Users find Matik has **limited customization options** , making quick adjustments challenging and time-consuming for presentations. (3 reviews) - Users report experiencing **technical difficulties** with glitchy features and a non-intuitive interface on the Matik platform. (3 reviews) - Users face **admin issues** with control over shared resources and a buggy interface affecting usability and functionality. (2 reviews) - Data Duplication (2 reviews) - Difficult Customization (2 reviews) - Inaccurate Data (2 reviews) - Limited Features (2 reviews) - Limited Templates (2 reviews) ## Matik Reviews ### 1. Matik Makes the Difference **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2025 **What do you like best about Matik?** Using Matik really has been invaluable because it saves our Customer Success Managers so much time and manual labor. **What do you dislike about Matik?** It has been a challenge to get our contact center data tied into Matik, but that is something we are working through together. Some of our other needs could be addressed by Matik Mail and that is something we are going to review in the near future. **What problems is Matik solving and how is that benefiting you?** Our customer success managers maintain a large book of business and need to ensure they continue to provide value to their customers through monthly reviews and business reviews. The amount of time it takes to put together the most up to date presentation used to take hours if not days. With Matik in place, our Customer Success Managers are able to produce presentations in minutes. Allowing them to provide value to more customers in multiple ways. ### 2. Great Product, Even Better Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Stacy D. | Professional Services Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2025 **What do you like best about Matik?** Customer support is unmatched, our account team is a true business partner, listening to needs and helping us find solutions wherever possible. We invested in Matik for a very specific use case but we find new things to create with Matik almost monthly to help streamline our business processes. Other departments in our company have become interested in the solutions we've built and are finding other ways to utilize Matik as well. **What do you dislike about Matik?** I truly can not think of anything right now. Anything we have come across has been address in a release shortly after finding a use case that couldn't be solved for at the time. **What problems is Matik solving and how is that benefiting you?** We use Matik for Status Report Generation and Gantt Chart exporting. We use Matik Mail for automatic email alert management. ### 3. MATIK is a game changer for Go To Market Teams! **Rating:** 5.0/5.0 stars **Reviewed by:** Allison L. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Matik?** MATIK takes a significant burden off of CSMs when it comes to curating long quarterly partnership reviews that involves a lot of data. Before MATIK, a CSM would spend their time harvesting data. Now, I can spend my time focused on analyzing the data, making data-driven recommendations, up-selling slides, launched enhancements and roadmap compilations and aligning with executive sponsors and subject matter experts who I may be partnering with on the presentation itself. All of these things go into the deck and more. If it all had to start with manual data harvesting, the other more strategic aspects here would be sacrificed to some degree, for sure. Time just simply wouldn't be on my side. Thank you, MATIK! **What do you dislike about Matik?** Sometimes the date range filter is finicky **What problems is Matik solving and how is that benefiting you?** I answered in prior question ### 4. Honestly a game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Stacey C. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2023 **What do you like best about Matik?** Matik saves so much time and is easy to use! I have a roommate who has to do presentations for his job all the time and I see him spend so much time making presentations for clients, meanwhile, I make a few clicks and am all done. It leaves me so much time to do other key components of my role. Our point of contact is very helpful whenever there are issues and I love how the engineering team has seriously considered some of our feedback to be rolled out. They are always working to improve the product and it is fun to see how they are growing for the better. The integration with Google Slides as an add-on is a GAME CHANGER! Once I learned how to use it, it just makes adding fields so much faster and easier. I cannot imagine our team going back to "the old way", Matik has us spoiled with making our jobs so much easier. **What do you dislike about Matik?** It was initally hard to learn how to code but again, I am very grateful for the team at Matik for helping us whenever we are stuck. They are true product experts and if I cannot figure out what is going on, they are great at figuring it out for me. The software can also be a little glitchy at times and I know there are still a lot of changes to come. I don't like how easy it is to accidentally recreate some fields for coding. I had an issue not too long ago where I was miscoding some fields and it can be as simple as todays_date vs Todays_Date. One was correct and the other wasn't, and I know a lot is on us to go through and clean those duplicates but it can be a little frustrating to try and remember what you named something or if you are searching for it and accidentally forget to capitalize. If the search tool can be a little more intuitive, that would really help a lot. **What problems is Matik solving and how is that benefiting you?** It is saving a lot of time in generating slide decks. This very helpful because we have a lot of components to our role and the luxury of time is priceless. ### 5. Matik makes life easy **Rating:** 5.0/5.0 stars **Reviewed by:** Ahmed N. | Sr. Customer Success Manager - Strategic Accounts, Enterprise (> 1000 emp.) **Reviewed Date:** May 15, 2023 **What do you like best about Matik?** Matik is an exceptional tool that has proven to be highly valuable in my line of work. By utilizing its data-driven approach, I am able to provide my customers with insightful recommendations that are not only reliable but also highly effective. Furthermore, it allows me to showcase the efficacy of our company's solutions to our purchasing clients, which is a crucial aspect of our business operations. **What do you dislike about Matik?** In my experience with Matik, I must say that it is a generally favorable tool. Nonetheless, there is a particular aspect that slightly concerns me. Specifically, I have noticed that it can be quite time-consuming to generate a presentation using this tool. Additionally, the available options for making quick customizations are somewhat limited and not always easy to execute. **What problems is Matik solving and how is that benefiting you?** Matik has been an invaluable tool that has enabled me to offer insightful recommendations based on data analysis. Its effortless generation of ROI metrics has significantly contributed to the substantial revenue growth of my company. I have gained the trust of my clients by presenting visually captivating stories with data, all thanks to the seamless functionality of Matik. ### 6. Matik automates client presentation customization for time savings with a user friendly interface **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2023 **What do you like best about Matik?** As an administrator, Matik easily integrates with our data and presentation platforms. We can easily create presentations and add customizable statistics, charts, and tables. Our end users can log in and create customer-specific business reviews and sales decks within minutes. **What do you dislike about Matik?** Maitk works well for what your teams use it for and we are able to collaborate with reps at Matik by submitting feedback and product requests. Matik reps are very responsive and new product features are introduced frequently. **What problems is Matik solving and how is that benefiting you?** Matik allows us to create templates that can be applied to each client to show them custom, relevant data. We work with hundreds of clients, and Matik helps us reduce the time and effort of presenting their data by keeping it automated and in one place. ### 7. Smooth sailing with Matik **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** June 08, 2023 **What do you like best about Matik?** Matik is a fairly simple tool for our front-line users, and once the inputs are in place, it's a fairly simple tool for Admins to support. I love the clean interface and the presentations come out looking just like we need them to. **What do you dislike about Matik?** We have help from the Matik team and different members of our own org, who own templates and data sources that complicate usage when they term or move to a different role. I would like to have more control over these shared resources so I as admin can quickly apply fixes and updates. **What problems is Matik solving and how is that benefiting you?** It allows us to save time that our CSMs & IMs would spend building decks, and it ensures consistent standards for all of those client meetings. ### 8. Matik is a game-changer **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2023 **What do you like best about Matik?** Matik is very intuitive and easy to use. Matik has enabled me to create dynamic and personalized templates for our broader organization to have more meaningful client conversations. **What do you dislike about Matik?** Pretty much a non-issue, but some of the analytics/filtering features for the Matik website/dashboard sometimes don't work as intended. **What problems is Matik solving and how is that benefiting you?** Matik solves the problem of manually having those within the Sales org create a personalized template for each client. This has saved our Sales org thousands of hours every month from making minute detail changes and can empower them to allocate this time in other ways to improve client relationships. ### 9. Matik is a game-changer for data driven content! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2023 **What do you like best about Matik?** Matik is an absolute game-changer for repeatable, data driven presentations. Though the set up takes some time, Matik streamlines the presentation creation process giving analysts back countless hours previously spent on repetitive data pulling and formatting tasks. The efficiency gained allows us to tackle more complex analytical challenges and deliver higher-quality insights to stakeholders. And as an end user, all you have to do is fill in a few fields, wait 10 seconds or less for the deck to generate, and you're good to go! Overall, it is a great tool that optimizes productivity for all its users. **What do you dislike about Matik?** While Matik offers impressive time-saving features, there are a few drawbacks that need attention. The admin interface can sometimes be buggy and isn't always user friendly. Additionally, implementing significant database changes throughout dynamic content is not straightforward, as there is no easy way to execute cotent modifications, like a "find and replace" functionality. Addressing these concerns would significantly enhance the software's usability, ensuring a smoother experience and improved synchronization between database updates and dynamic content. **What problems is Matik solving and how is that benefiting you?** Matik is helping our sales and analytics teams by creating data driven content that can be easily generated. This benefits our sales teams as they can leverage these data points in customer conversations to increase usage. It benefits analysts but giving us back a lot of time normally spent generating/regenerating these presentations manually. ### 10. Matik is great!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Maria M. | Enterprise (> 1000 emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Matik?** Such a time saver! It is super easy to generate slides and maneuver between settings **What do you dislike about Matik?** Some key slides are not yet available for automatic generation **What problems is Matik solving and how is that benefiting you?** Time saver for big presentations ### 11. Great for automating reporting! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 07, 2023 **What do you like best about Matik?** We often create the same report for multiple clients. Using Matik has allowed us to scale our reporting capabilities for our clients, as well as enabling new reporting avenues and opportunities in a scalable and efficient manner. **What do you dislike about Matik?** We have some very unique use cases that are currently not enabled or within Matik's roadmap. However, we have had some great discussions with the Matik team to discuss potentially having additional features in the future! **What problems is Matik solving and how is that benefiting you?** - Additional operational efficiency by reducing reporting times - Freeing up time for more innovative reporting needs ### 12. Matik enables our Customer Success Managers to provide valuable data insights to each customer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Enterprise (> 1000 emp.) **Reviewed Date:** June 12, 2023 **What do you like best about Matik?** The speed at which we are able to pull data for specific customers and seamlessly incorporate into templates has been a game-changer for us at Checkr. Much improved from manual deck building **What do you dislike about Matik?** Occasionally there can be data issues however our Matik Customer Success team is prompt and effective for resolution so we can continue to service our customers as Matik is mission critical for us **What problems is Matik solving and how is that benefiting you?** Data and product insight for our customers integrated into business metrics and business reviews for our customers using pre-built decks/templates ### 13. Matik Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2023 **What do you like best about Matik?** Response time and ease of use. I like that the integration options and customer service/communication has been available right out of the gate. The issues and gaps we've uncovered along the way were resolved with quick responses and reactions. **What do you dislike about Matik?** The newness and age of the product and its use case history. **What problems is Matik solving and how is that benefiting you?** Automation. This product enables teams to reduce long development processes and gives back valuable time. The tool gives us the ability to scale automation efforts across multiple organizations. ### 14. Data visualization for customer presentation **Rating:** 4.0/5.0 stars **Reviewed by:** Ally C. | Customer Enablement Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2023 **What do you like best about Matik?** Matik helps me make decisions based on data, pulling together the metrics that matter and creating a solid, easy-to-digest report. **What do you dislike about Matik?** I wish as a base-user that I could create my own Matiks, like a wiziwig! **What problems is Matik solving and how is that benefiting you?** Templated presentations that use data from our data systems. Time savings, efficiency gains ### 15. Save time with Matik Templates! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2023 **What do you like best about Matik?** My team has built some awesome templates inside of Matik. The time it takes to create a Business Review or Benchmark report has been cut down from hours to just minutes. I use it every day. Support is also quick to respond to any issues. Overall, great product and I highly recommend it. **What do you dislike about Matik?** There are some limitations, like how many groups you could include in a template, and I sometimes have to double-check my data in Looker or inside our platform. **What problems is Matik solving and how is that benefiting you?** Building and creating Business Reviews, Benchmarks and Audits ### 16. Matik helps provide insight and have data driven conversations with clients **Rating:** 5.0/5.0 stars **Reviewed by:** Jean M. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2022 **What do you like best about Matik?** Matik provides an opportunity to identify gaps for improvement and celebrations for recognition for those that have earned it. Most importantly, it provides larger groups such as leadership insight into how things are going at an organizational level. **What do you dislike about Matik?** Having more control over the datapoints/attributes included could be nice, but it's already great as is! **What problems is Matik solving and how is that benefiting you?** Many tools lack reporting until they're able to get to a more sophisticated level as a product. Matik helps bridge this gap and allows you to provide digestible, user-friendly, and impactful data with a click of a button. Clients and myself are big fans of the demographic data points in place. ### 17. Reporting and Presenting Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Jeremy W. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 21, 2022 **What do you like best about Matik?** Malik took the manual labor of QBRs and health checks and made it automated. It integrated with our system and we were able to make full slide decks from a click of a button **What do you dislike about Matik?** Nothing really. It solved all my issues of manual slide decks and application usage. There were a few times it did not run, so manual reports were needed to be created. This happened a few times and I had to hurry and create a slide deck. **What problems is Matik solving and how is that benefiting you?** Automated slide decks. Something that used to take 30-45 mins can be done in 5-10 mins. It also helped with Health Checks on the client as it reported usage in a easy to read slide ### 18. What a great partner!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2022 **What do you like best about Matik?** It's a simple to use platform that my team has gotten tremendous value out of. For the data geek in me, it's helped me look deeper into the data and patterns for all customers. **What do you dislike about Matik?** There are some quirks in the UI that I haven't cared for, most have been addressed quickly once the feedback is provided. **What problems is Matik solving and how is that benefiting you?** We use Matik for our Customer Success Motions. Being able to push the data and narratives to the field and not be tied up in corporate committees has been good for our team and our customers. We are now producing consistent value added content across all our geographies, we are no longer re-creating from the start, each deck for each user doing their own cowboy thing. We have a standard deck that each CSM can now easily take artistic liberty with and tweak for their customer. ### 19. Great product for delivering impact at scale **Rating:** 4.5/5.0 stars **Reviewed by:** Evan R. | Insights Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 22, 2022 **What do you like best about Matik?** I love Matik - it's been an amazingly intuitive and powerful tool for our team. I really love how thoughtful the admin and builder experience is - our team has been able to ramp up extremely fast, and all of the visibility and discovery features to find content and understand all of the dependencies and templates they touch is massive. I almost always find that the next question I have in Matik is already answered somewhere in the UI. Matik also has been extremely supportive - our account team is proactive and helps us not only with our broader Matik strategy but also helps with user training and understanding the intricacies of the product. **What do you dislike about Matik?** Nothing that isn't commonplace for an early and fast-growing product. In the future, I'd love to see how the end-user experience can evolve when it comes to browsing/managing templates. Overall Matik's roadmap has evolved in an exciting way and I'm sure there will be more amazing things to come. **What problems is Matik solving and how is that benefiting you?** Deliver compelling and catered insights to customers at scale and increasing our sales team's productivity. ### 20. Very powerful product with awesome functionality. **Rating:** 4.5/5.0 stars **Reviewed by:** Nate Z. | Customer Experience Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2022 **What do you like best about Matik?** Your can do a lot with Matik, there is a lot of templatization and customization. We have some pretty wild use cases that we were able to configure for the product. It has it's limitations but the team is constantly working to increase functionality **What do you dislike about Matik?** A decent amount of start up work from an admins perspective to get a template in place, but once that happens it is pretty much smooth sailing. **Recommendations to others considering Matik:** It will be worth it. **What problems is Matik solving and how is that benefiting you?** Saving extroadanary amounts of time for our CSMs and for our customers. Able to deliver lots of value to our customers at the click of a button. ### 21. Matik helps create client review documents quickly and easily with the appropriate analytics. **Rating:** 5.0/5.0 stars **Reviewed by:** Alicia d. | Sr Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 26, 2022 **What do you like best about Matik?** Easy creation and quick updates from the Matik team! Integrations with our Analytics platform allow for quick creation of decks in 2 - 3 mins that used to take 30-40. **What do you dislike about Matik?** The calendar entry dates require users to physically select the date and do not allow for typed date entry (no instructions for this in the platform). **Recommendations to others considering Matik:** A little bit of prep work in setting up the templates by a single person or a couple of people saves hours and hours of work by others in other systems **What problems is Matik solving and how is that benefiting you?** We no longer need to manually create the same client review decks and manually enter the data points over and over again. The time savings is incredible. ### 22. Matik CSM Review **Rating:** 5.0/5.0 stars **Reviewed by:** Ambar E. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2022 **What do you like best about Matik?** The ease of use is incredible! The content is extremely valuable and allows for meaningful conversations with customers. The data is extremely easy and efficient to run while saving lots of time. **What do you dislike about Matik?** There are limitations to how the data can be reviewed (ie by group breakdown) but our team is constantly working to expand what is possible and available in Matik. **What problems is Matik solving and how is that benefiting you?** QBRs, account health deep dives, account overviews, case studies. ### 23. CSM Handshake Review **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle C. | Enterprise Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2022 **What do you like best about Matik?** It is magic - it saves ENORMOUS amounts of time! **What do you dislike about Matik?** Sometimes the data pulled shows errors, often have to validate in Looker if it is correct **What problems is Matik solving and how is that benefiting you?** Streamlines our QBR, SBR decks in minutes - time saver ### 24. Matik helps me deliver value to my customers...fast! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 26, 2022 **What do you like best about Matik?** Matik has a great UI, which allows me to easily create presentations to pitch to my customers. The reporting is accurate, the decks are easy to comprehend, and customers can't get enough. Matik has helped me gain trust with my customers quickly, giving them the insights they need to report the value of our platform internally, which has resulted in expansion deals. **What do you dislike about Matik?** I wish I had Matik sooner, nothing I do not like **What problems is Matik solving and how is that benefiting you?** Matik makes my life easier, by making decks with the data my customers need. Saves me time, gives them the data they crave and makes me come off as a trusted partner vs sales person. ### 25. Great Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** March 10, 2022 **What do you like best about Matik?** The customer support and training Matik provides are amazing and very helpful! Whether it is weekly meetings or a common Slack channel - help is always there when needed! **What do you dislike about Matik?** The tool itself is sometimes a little "sensitive" when it comes to changes in the input but those issues can be sorted quickly, so I wouldn't say it is something I really "dislike". **What problems is Matik solving and how is that benefiting you?** We want to automate as many customer insights as we can. Thanks to Matik, we can now generate insights in bulk with little time or effort. ### 26. Professional layout & time savings **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2022 **What do you like best about Matik?** Lay out of data is professional and clean while still have the ability to update and tweak easily **What do you dislike about Matik?** Data errors / data source issues result in post poning of client connections **What problems is Matik solving and how is that benefiting you?** Showing ROI of brand products effectively & concisely ### 27. Great Data Platform - helpful for my customer interactions! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 26, 2022 **What do you like best about Matik?** I like the graphics and data I'm able to get out of Matik. My customers love it as well! So easy to use and always SUPER INSIGHTFUL! The data helps me have great conversations with my customers. **What do you dislike about Matik?** None! I like this product a lot. Nothing is missing. **What problems is Matik solving and how is that benefiting you?** I'm able to better sell them the value of my product and to let them know how well they are using the platform and where they may be under-utilizing. ### 28. Great piece of software but needs a bit of polishing. Some areas are a little unique. **Rating:** 4.0/5.0 stars **Reviewed by:** Ryan A. | Renewals Manager, Enterprise (> 1000 emp.) **Reviewed Date:** December 21, 2021 **What do you like best about Matik?** Integrates directly, pulls the right information and several items are there and usable. **What do you dislike about Matik?** A little not user friendly. I would like all the slides available, and I put in the information and then select the slides that I want. it would be good to have a background to how the fields are calculated. I'd like to have more details around integration. **What problems is Matik solving and how is that benefiting you?** Providing the value proposition to customers before discussing commercials with customers. ### 29. Great tool to unlock data-driven reporting for customer facing orgs **Rating:** 5.0/5.0 stars **Reviewed by:** Evan C. | Chief of Staff, Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2021 **What do you like best about Matik?** Matik delivers on the promise of making it easier to get personalized data in front of prospects and customers. The tool itself is very intuitive, and once you build out the data elements you want to be able to incorporate into various presentations, it's very easy for less-technical org leaders to generate content. The Matik team is highly invested in ensuring their customers' success on the tool -- super responsive throughout the (fast) onboarding process and weekly touchpoints since we've been live. We rolled out for our customer success organization and have quickly seen the value it can deliver to other teams as well (sales & onboarding) **What do you dislike about Matik?** I don't see any downsides at this point. If you can dedicate the time & resources to set it up properly, it will deliver value to your organization in spades. **What problems is Matik solving and how is that benefiting you?** Automated customer reporting (e.g. quarterly business reviews). Communication of our value to customers at scale. ### 30. Matik has been game-changing for our organization! **Rating:** 5.0/5.0 stars **Reviewed by:** Casey R. | Customer Success and Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2021 **What do you like best about Matik?** Matik allows our organization to easily produce content that demonstrates value to our customers. Before using Matik, all data was bottlenecked through the analyst (myself), making it extremely time consuming to create data-driven content for our customers. As a result, it was difficult to show our entire customer base valuable data on a consistent cadence. With Matik, we can easily produce data-driven content for our customers within seconds instead of hours, which means we can reach many more customers with critical metrics that show the value of our organization. **What do you dislike about Matik?** There is not much about Matik I dislike. **What problems is Matik solving and how is that benefiting you?** As stated above, we previously had the problem of data and content bottlenecked in the hands of a few people. Matik has allowed us to put the data and content, like QBRs, in the hands of users in Matik, which means they can quickly generate presentations and send to more of our customers instead of taking hours of time to create one QBR. ### 31. A uniquely powerful platform to enable your sales organization at scale **Rating:** 5.0/5.0 stars **Reviewed by:** Jenny S. | Senior Analyst, Revenue Strategy & Analytics, Mid-Market (51-1000 emp.) **Reviewed Date:** February 03, 2021 **What do you like best about Matik?** The ability to build templates within Google Slides enables any user to build and create the basic Matik template. It allows end users to specify exactly what they want to see, and then have an admin implement it. The vision of what Nik and his team are creating is so strong. I see a world in which companies can use Matik both internally and externally to share data and insights in a scalable fashion. The team at Matik is strong and wonderful to work with. **What do you dislike about Matik?** As the product develops, the team is still improving the speed with which you can operate within the platform. As you can imagine, bringing so many disparate data sources into one place creates confusion about what data is what and how to manage the data in a way that any accessing admin can understand. In addition, they're building out bulk actions (uploads, and potentially soon activities) which will decrease the amount of time one spends navigating around the platform to get the final result that you want. **Recommendations to others considering Matik:** I recommend your team use Matik with absolutely no hesitations. The product will ease the workload on admins and end users alike. **What problems is Matik solving and how is that benefiting you?** Scaling the way we share data with our customers, scaling the way we share data internally, assisting how we bring data together from multiple platforms in a design-focused way. ### 32. Matik is Magic if you have the right support **Rating:** 4.0/5.0 stars **Reviewed by:** Alex A. | University Partnerships , Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2020 **What do you like best about Matik?** It just works, our team seamlessly connects it to our database and we develop the messaging and deck and it just creates amazing data focused content. **What do you dislike about Matik?** Its early stage, there are just early stage things like dates working weirdly, issues actually compiling the deck sometimes, but overall nothing huge just early stage issues. **Recommendations to others considering Matik:** Just make sure you have someone who can work with your database to format the data correctly to get this to work. **What problems is Matik solving and how is that benefiting you?** Scalable insights presentations. We use it to pull a set of criteria and format our insights in a deck that is easily consumed. ### 33. Great Product for any Customer Success Managers **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen S. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2021 **What do you like best about Matik?** Matik has saved our team so much time from searching for usage and feature information/data to creating the slide deck on Post Implementation or Account Review meetings. It is a really easy platform to use. Also, the Matik team has been really great. They will take our feedback and suggestions and do their best to improve the product for us. **What do you dislike about Matik?** There is nothing that I dislike about Matik. **What problems is Matik solving and how is that benefiting you?** Creating efficiencies in our workflow. We have saved a ton of time. ### 34. Matik is fast and easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Moti B. | Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 24, 2021 **What do you like best about Matik?** Matik is easy to use and is gives you a ton of time back in the day to focus on other tasks. Presentations are accurate and the platform is very easy to use! I would also say the Matik team (Nik) is a great resource and always happy to help. **What do you dislike about Matik?** Honestly, I am having trouble thinking of something. **Recommendations to others considering Matik:** Check it out, once you try it- there is no turning back! **What problems is Matik solving and how is that benefiting you?** The benefits are a clean and accurate presentation. It is pulling data from salesforce, instead of manually entering it. ### 35. Custom slides with a click! **Rating:** 5.0/5.0 stars **Reviewed by:** Nick K. | Enterprise (> 1000 emp.) **Reviewed Date:** January 12, 2021 **What do you like best about Matik?** Huge time saver! From 1 hour : 2 minutes **What do you dislike about Matik?** Simple to use and not much to dislike. I 'm an end user and love it so far. **Recommendations to others considering Matik:** It's not only a time saver, it also helps with quality control to keep me honest! **What problems is Matik solving and how is that benefiting you?** We're using Matik to save time in generating detailed customer data specific slides for EBRs that previous took over an hour to create. We can easily build re-usable templates for the whole team that are integrated to pull data from our backend systems - and take our EBRs to another level. The ability to pull rich, relevant and specific customer data with ease enables deeper conversations while also saving me time to focus on my customers, rather than building slides. ### 36. Finally, a product that saves me so much time! **Rating:** 5.0/5.0 stars **Reviewed by:** Alexis B. | Senior Enterprise Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2020 **What do you like best about Matik?** I love how fast Matik is able to populate a deck. It is extremely user friendly and I have yet to run into an error. I have pulled decks from Matik numerous times and it has saved me countless hours and frustration! **What do you dislike about Matik?** I would really love being able to pull certain slides from different templates to customize my own deck. Right now we are only able to pull one template and if we want to have other slides from other templates, we would have to pull those separately. **What problems is Matik solving and how is that benefiting you?** I am saving so much time using Matik. I am able to easily get a deck in 6 minutes when before I was waiting 5-7 business days. If I have a last min meeting thrown on the calendar, I don't stress as much because pulling a deck from Matik is extremely fast and easy. ### 37. Quick and Easy tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Clodagh S. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2020 **What do you like best about Matik?** Love how fast it is to generate presentations, makes my life a lot easier as I have more time for other things and once the presentation is ready there a a few tweaks that need to be made but a lot quicker than making it myself Great addition of tools that we can now use for client meetings! **What do you dislike about Matik?** Would like to be able to choose the slides that we want in a presentation as well as the set templates. Sometimes I have clients that I want slides from various templates to show them so instead of having to choose a whole template it would be great to be able to choose exactly what slides you want. **What problems is Matik solving and how is that benefiting you?** more time for other tasks so quick and easy to use ### 38. Powerful tool to save time and empower data-driven selling **Rating:** 4.5/5.0 stars **Reviewed by:** Mary P. | Sales Strategy and Insights Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2020 **What do you like best about Matik?** Matik is very easy to use both for admins (people who create content templates) and end users (Sales/CS who downloads the templates) and saves us all a lot of time. The platform provides the option to connect to a variety of data sources, so we had flexibility with set-up. We had overwhelmingly positive response when piloting with our CS team - everyone was shocked at how quickly and easily they could pull a custom deck, saving them hours of time from having to build themselves. It was not difficult to prove value to our leadership team, as Matik met all of their requirements better than other slide automation solutions we had piloted. The Matik team is quickly adding lots of features that will make the platform even better for our team so that they will be able to customize their decks and give feedback on the decks to the admin team. They also have excellent customer service, helping us set up our first templates and quickly responding whenever we needed additional support. They have potential to add a lot of new integrations to support better tracking with a CRM that will make the tool even more helpful. **What do you dislike about Matik?** Matik is still fairly new, so not all of the kinks are worked out yet, but the support team is always quick to help. **What problems is Matik solving and how is that benefiting you?** From the admin perspective, Matik helps us scale our storylines so that we can ensure consistent reporting to all of our clients and unlocks new ways to get data into the hands of our reps. From the end user perspective, Matik saves a lot of time for the team and gives them confidence in the data/content they are sharing with our customers. ### 39. Matik has increased CSMs productivity and created a way to share data driven content **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha S. | Head of Customer Success - Commercial, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2020 **What do you like best about Matik?** Ease of use The ability to automate a manual process Being able to reference multiple data sources and show outputs in a single presentation How customizable templates are Insights into user usage and what templates are used the most The customer Service **What do you dislike about Matik?** No downside to Matik. I'm looking forward to future product releases that will add value and use cases for different segments within our Customer Success Team. **What problems is Matik solving and how is that benefiting you?** - Matik has made it possible for CSMs to share dynamic content in Executive Business Reviews that we didn't have the ability to present prior - Automated a process that used to take up a significant portion of the day to day activities which now frees up time to increase account touches and presentations. (Ultimately transformed what used to take 1 hr to 2 minutes) - Enabled our department to easily collaborate cross-departmentally by using Matik as a shared resource - Ensured our team is using the most up to date templates ### 40. Meaningfully engage with customers at scale **Rating:** 5.0/5.0 stars **Reviewed by:** Meagan M. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2020 **What do you like best about Matik?** Matik has saved our team countless hours in putting together personalized, professional presentations for customers. With Matik, we can easily customize content for different stages of the customer lifecycle, from onboarding decks to QBRs to account reviews. We are able to provide actionable insights and meaningfully engage more customers because we can create presentations in minutes instead of hours. Our team continues to find different ways to use Matik that make our lives easier! The Matik team is also very responsive whenever we need help or have questions. **What do you dislike about Matik?** There's not much I dislike about the platform. It'd be nice to create my own versions of templates directly in Matik to reorder, add, or remove slides rather than doing that after the presentation is generated. It'd also be great to support multiple date ranges within one template, so you could show quarter over quarter (or year over year) change for the data points you are pulling in. **Recommendations to others considering Matik:** Easy to use from an end user perspective, and saves our team a lot of time so we can focus more on the customer relationship. **What problems is Matik solving and how is that benefiting you?** Matik has significantly reduced the amount of time it takes for our team to customize content for customers. As an end user, I appreciate that all of the templates live in one place. Our team has access to the same templates and slides which helps ensure consistency and standardization in what we present to customers. ### 41. Simple reporting automation **Rating:** 4.5/5.0 stars **Reviewed by:** Nick M. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2020 **What do you like best about Matik?** As an admin, it is easy to connect to data sources, upload templates, and start building dynamic content. The features and functionality allow for a streamlined experience without unnecessary extra steps. While the initial development can take some time, it sets you up to easily and flexibly create decks on the fly once you have a solid foundation of dynamic content. As an end user, it's simple and intuitive. Pick your report, fill out your inputs, and get a deck. This saves a ton of time, and that time savings cannot be understated. **What do you dislike about Matik?** While I know that Matik is evolving by the week, there are still a bunch of features that would help me do my job even more effectively. First, it would be great to provide end users with the ability to select individual slides. Second, I'd love the ability to connect to platforms like Salesforce in order to show which accounts/opportunities have gotten templates from Matik. And third, I'd like more automated guidance on what dynamic content and queries need optimization. This would help to inform areas for performance improvement, which helps the end users get their custom decks even more quickly. **Recommendations to others considering Matik:** If you want to save your organization time and money that is typically wasted on reporting then Matik is a great solution. It allows admins to easily create custom templates and end users to easily download them. There is a lot of work that need to happen in order to make the templates fully dynamic, but that time investment is quickly realized. **What problems is Matik solving and how is that benefiting you?** Matik is helping to solve many problems: 1) Narrative adoption -- since our current process takes days, our Customer Success teams don't always have that much time to wait for a deck. As a result, they'll often produce it themselves, which is a very manual and time-consuming process. 2) Scaling service -- with Matik, you are able to produce reports quickly, which allows our Customer Success teams to provide high-touch support to the majority of their clients instead of a subset of 3) Minimizing reporting time -- Decks and reports are automated and on-demand, which saves our teams the manual work of producing decks themselves. From an admin/producer perspective, Matik is giving us the flexibility and agility we need in order to make changes on the fly. It also will allow us to understand template adoption to see what's getting used, which will help us understand user-level and template-level adoption. ### 42. Easy to use platform lets us build personalized content with the click of a button **Rating:** 4.5/5.0 stars **Reviewed by:** Amanda E. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2020 **What do you like best about Matik?** Matik helps the Customer Success team build unique and customized content to present to customers within minutes. The best part of using Matik is the amount of time the team has saved creating presentations which allows us more time to proactively work with our customers ensuring they see the value in our services. **What do you dislike about Matik?** Can't think of any major dislikes. Matik has been a game changing tool for our business. **What problems is Matik solving and how is that benefiting you?** As our company continues to gain new customers but the resources to grow the team are not there yet, Matik helps us continue to stay connected with our customers on a personalized level without hours of additional work. We have been able to maintain the level of customer support and relationship we strive for with significantly increasing the team size due to our use of Matik. ### 43. Absolute time-saver and seamless experience **Rating:** 5.0/5.0 stars **Reviewed by:** McKenna S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2020 **What do you like best about Matik?** With Matik, I'm no longer spending so much time creating presentations for my customers. Now I have become more efficient and spending the time actually presenting! **What do you dislike about Matik?** There were some small errors here and there when trying the new tool but Nik was always so quick to solve and answer all my questions. Other than the small errors, I really don't have any complaints. **What problems is Matik solving and how is that benefiting you?** TIME is #1!! I would spend too much time creating a business review for my customers -- I would have have to create + update all the charts, look at and compare all this data. Now Matik does it all for me! Now I get to present and schedules business reviews so much more because I'm no longer stressed out about creating the decks. ### 44. Intuitive and powerful - a great tool to have **Rating:** 4.0/5.0 stars **Reviewed by:** Raghu D. | Head of Data Science, Enterprise (> 1000 emp.) **Reviewed Date:** July 29, 2020 **What do you like best about Matik?** Matik makes it easy for us to create EBR decks at a scale that normally would have taken much longer to do and required much more tedium. It's easy to use and works basically as expected/hoped with few frills. **What do you dislike about Matik?** While I understand why it was done this way, it's pretty frustrating to have to replicate potentially massive queries only to change one or two characters. For instance, to get a limit 10 instead of limit 5, or order by ascending/descending. Moreover, tables aren't abstracted out like other stuff like params, so source table updates have to be replicated frequently. These two factors do make maintainability a bit more annoying. **What problems is Matik solving and how is that benefiting you?** Making EBR decks fast. We can send more out and spend less time making the decks and more time selling with them ### 45. Matik is in the top 3 success-related tools we use at Envoy **Rating:** 5.0/5.0 stars **Reviewed by:** Eric O. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2020 **What do you like best about Matik?** Matik saves me hours each month by helping me easily build impressive/custom presentations for my customers. **What do you dislike about Matik?** I haven't encountered any other tools that can do this, so it's only been positive from my experience so far. It would be nice to have a way to easily raise issues or recommendations to Matik admins directly from a presentation template. **Recommendations to others considering Matik:** If you're already looking at Matik, then you know your org is spending too much time preparing their customer presentations. Go for it :) **What problems is Matik solving and how is that benefiting you?** Matik makes scaling, custom presentations for account reviews so much easier. It's given our team more time to think proactively about our account reviews/onboarding/renewal conversations, instead of spending all our time building out decks in a one-off fashion. ### 46. Highly recommended! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2021 **What do you like best about Matik?** The time it takes me to create an account review deck is vastly decreased. The data is correct, clean and the whole process is very convenient. **What do you dislike about Matik?** At this time, I do not have any negative feedback. **What problems is Matik solving and how is that benefiting you?** I am creating decks at a much faster rate. ### 47. Saving so many hours that were being spent on preparing presentations manually **Rating:** 5.0/5.0 stars **Reviewed by:** Mila K. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2020 **What do you like best about Matik?** All the different templates are available in one place and are constantly updated, whenever we run into any issues (that is if at all), assistance is provided in moments and spot-on **What do you dislike about Matik?** Can't think of a single thing that I dislike so far. **Recommendations to others considering Matik:** An amazing tool for those needing to prepare a large number of presentations, very effective in time-saving **What problems is Matik solving and how is that benefiting you?** Saving time and not having to jump at different places to gather data ### 48. Matik Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2021 **What do you like best about Matik?** I like that the platform keeps things very simple in terms of how to navigate from the Admin side to the End User side. **What do you dislike about Matik?** I don't dislike anything. The platform has been very easy to use. **Recommendations to others considering Matik:** N/A **What problems is Matik solving and how is that benefiting you?** I've been able to cut down in the time it takes to create slide decks by 50%. The integrations that Matik has with other programs such as Salesforce, Google Slides, etc. have been great. ### 49. A great productivity tool for building customer presentations **Rating:** 4.0/5.0 stars **Reviewed by:** Natalia P. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2020 **What do you like best about Matik?** Matik has saved me ample time when building out monthly reports & presentations for our customers. Previously, these decks would take 2 hours to build where now it takes 10 minutes. It's great that it automatically pulls in data and you can insert additional slides/edits if needed. It's easy to use and works quick which is what we need to get back to our customers. **What do you dislike about Matik?** With the nature of our business, some of our data is hard to automate but nothing about Matik I dislike **What problems is Matik solving and how is that benefiting you?** It helps solve building reports, digging through data, solves inconstant formatting and slides ### 50. Matik increases sales velocity and improves sales effectiveness. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2020 **What do you like best about Matik?** Matik empowers teams to collaborate on one of the most impactful components of successful sales motions, which is presenting data driven narratives to customers. It is a forcing function for many cross functional teams (marketing, sales, sales operations, design, and product marketing) to work together and standardize messaging for go to market teams. **What do you dislike about Matik?** There's definitely a learning curve to the administrative components of Matik. Any savvy individual some SQL experience will have no problem, but for non technical administrators, more resources are required. **Recommendations to others considering Matik:** Start with individual slides and pieces of content rather than large complex presentations. **What problems is Matik solving and how is that benefiting you?** - Improved negotiation and pricing conversations based off of ROI data - Time savings for reps to product customized complex presentations that are marketing and sales ops approved ## Matik Discussions - [What is Matik used for?](https://www.g2.com/discussions/what-is-matik-used-for) - 1 comment - [View Matik pricing details and edition comparison](https://www.g2.com/products/matik/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+13%3A38%3A32+-0500&secure%5Bsession_id%5D=b0390580-6c67-4e40-a039-897e9a8b1dfc&secure%5Btoken%5D=f7377248e64bb29dcc6eac42e5bd8b389b724326b02dd67192f458bda148f653&format=llm_user) ## Matik Features **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Grammar** - Grammar Check - Tone Check - Sentence Formatting **Setup** - Activities - Flows - Dependencies - Notifications **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Automation - Branding **Content Generation - AI Content Creation Platforms** - Output quality - Branding - Performance **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Google Workspace Office Tools** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Formatting** - Plagiarism Check - Style Editor - Citation Finder **Management** - Updates - Audit Trail - Integration **Management - AI Content Creation Platforms** - Collaboration - Security and Privacy - Moderation **Performance Analysis** - Coaching - Peformance Tracking **Content ** - Idea Recommendation - Content Generation - Form Generation **Delivery** - Workflow - Schedule - Batch **Generative AI** - AI Text Generation **Sales Analysis** - ROI Forecasting - Sales Forecasting **Product Type** - Standalone Application - Plugin **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Document Generation** - Autonomous Task Execution **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Matik Alternatives - [Seismic Enablement Cloud](https://www.g2.com/products/seismic-enablement-cloud/reviews) - 4.7/5.0 (1,656 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,155 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,579 reviews)