Matik

📣 Quarterly Business Reviews (QBRs) can be daunting, but with the right approach, they become powerful tools for success. Check out our on-demand webinar where we share top QBR tips and best practices. We’ll guide you through the entire QBR creation process—from identifying the key data to showcase to presenting it in a way that resonates with your customers and simplifying the process for your team. Discover tricks on how to highlight product value, and keep QBRs personalized, visually appealing, and engaging! ➡ Find out more here: https://lnkd.in/g4jRKYjH #customersuccess #csm #revenueoperations #revops #qbr #quarterlybusinessreview

Effectively communicating ROI can be challenging but it is crucial. If customers cannot clearly understand the ROI you deliver, your product's value is zero. Whether it's Renewal Decks or QBRs, it's important to remind customers of the value your product provides. While you don't need to include every detail from an ROI one-pager, a concise ROI summary will suffice. Demonstrate the value your product has delivered, backed by numbers, and link this value to the customer's objectives and goals. Here are three tips to keep in mind when communicating ROI to your customers: 👓 Visualize - Keep the presentation concise, ideally on one slide. Highlight the main points of your ROI story and be prepared to provide additional context if needed. Aim for a conversational approach rather than detailing every aspect of the ROI calculation. 🎯 Defend - Secure support from program managers, end users, and other stakeholders before discussing ROI.  Build a robust ROI narrative backed by data and assumptions. The goal is to have a value-driven conversation with the customer, not just to defend the final numbers. ⬆ Reinforce - Reinforcement is crucial for building trust and credibility in your ROI story. Build trust by including user stories, data, and testimonials from satisfied customers, showing tangible evidence of value delivered. #customersuccess #csm #revenueoperations #revops

📣 A client kick-off deck is essential in SaaS customer success. Created by a CSM and presented at onboarding, it introduces new clients to the product and success team. This visual guide, tailored to each client's needs and goals, ensures a strong start and customer engagement. Here is what slides you should include in your client kick-off deck: Roles & Responsibilities: This slide ensures your customer aligns with your team, clearly understanding who handles what. Over-communicate these details to ensure smooth operations. Review roles even if previously discussed, in case of changes. Key Success Metrics: This slide highlights the KPIs that matter most to your customers. Understanding their goals allows you to provide the metrics that demonstrate your product's value. Establishing these early ensures mutual success. Session Overview: This slide provides a detailed roadmap for the kickoff and onboarding process, ensuring smooth product integration. Assign tasks, create an interactive checklist, and set timelines, expectations, and milestones. Adjust the plan based on the customer’s specific needs and schedule. Recommendations & Best Practices: Establish trust by sharing insights from successful customers, and inspiring new use cases and ideas. Provide tips and tricks for maximizing product value, including case study highlights, go-to-market strategies, and best practices. #customersuccess #csm #revenueoperations #revops

Exciting updates are here! Our latest features are designed to enhance your experience. Check out all the details below: Improved Slide Condition Management - You can now easily apply if-then logic to multiple slides. Dynamic Sender & Recipient - Make the From, CC, and BCC fields of your emails dynamic and pull data from any of your data sources.

📣 Here are all the top LinkedIn posts on revenue operations from 6/27 to 7/11. Arit Nsemo - when to automate - https://lnkd.in/gS3fWriw Eddie Reynolds - how does RevOps evolve from Systems Admin to Strategic Advisor - https://lnkd.in/g5bgaejv Eddie Reynolds - measuring the ROI of RevOps - https://lnkd.in/gTWwWwzC Eddie Reynolds - keys to a successful pipeline council - https://lnkd.in/gRtY66Jd Elizabeth Italiano - a story about forecast failure - https://lnkd.in/gBqrUgAs Jeff Breunsbach - account coverage model vs static segmentation - https://lnkd.in/gED9tmn6 Matthew Volm - first principles on opportunity creation - https://lnkd.in/gcCgmDbu Michael Tuso - why product usage isn’t the only indicator to look at as a risk indicator - https://lnkd.in/gZnC6Jna Natalie Furness - Revenue Operations - fixing CRM data if it's a mess - https://lnkd.in/gRvuHbhf Rosalyn Santa Elena - how to approach a check-in and a build-out for insights and reporting - https://lnkd.in/g6wZ9PFb -- 🚨 Did we miss a post? Let us know in the comments to make sure others don't miss it either ❤️ Was this helpful? Make sure to follow the Matik page to continue seeing these weekly roundups! -- What is Matik? Matik automates the personalization of content, including data-driven elements like tables, charts, and insights. Compatible with Google Slides, Microsoft PowerPoint, and emails. See it in action: https://lnkd.in/gmWedmqb #revenueoperations #revops

📣 Here are all the top LinkedIn posts on customers success from 6/28 to 7/11. Arit Nsemo - storytelling in CS - https://lnkd.in/gwc7gRdh Cinthia Silva - most impactful takeaways from Peter Armaly & Jeff Mar's new book, “Mastering Customer Success” - https://lnkd.in/gYDSfMwZ Daphne Costa Lopes - how to get off the hamster wheel - https://lnkd.in/gHvPz3UZ David Sargent - my top 3 considerations for how CSM Leaders in SaaS should support their teams - https://lnkd.in/gJEz3Hz7 Diana De Jesus - how to know if your clients are disengaged because you’re suffocating them and what to do about it - https://lnkd.in/gcDxGFyu Diana De Jesus - what "building relationships" means in customer success - https://lnkd.in/g5BnB34q Emma Lampert - 5 things about churn - https://lnkd.in/gYbt2e5h Greg Daines - why customer satisfaction and results don't go hand in hand - https://lnkd.in/gQfiuZd9 Jeff Kushmerek - CSM ratios - https://lnkd.in/g9Qsbp5Q Johan Nilsson - Keep your Customer Success team from wasting time doing these 5 red flag 🚩 activities - https://lnkd.in/gbnyCYaB Justin Chappell - the need for a digital-first self-serve experience - https://lnkd.in/gyitbdtr Justin Chappell - how to figure out how much time CSMs should spend on email vs phone - https://lnkd.in/gJNKD4DQ Loyd Vidal 🇺🇦 - when to raise the flag - https://lnkd.in/g7b6WsZb Markus Rentsch - 3 levels of customer success - https://lnkd.in/gq7NvTpJ Markus Rentsch - the right way to do CSM - https://lnkd.in/gkNJkHAj Rachel Provan - how success and support can help each other - https://lnkd.in/gStx4EHs Rachel Provan - how to really get your customers "on board" - https://lnkd.in/gUm6Dvyc Sara Masson - ChatGPT prompt for follow-ups - https://lnkd.in/gxBvfZBj Sumi Jaiswal - why you need to deep dive into the product, tech stack and industry as a CSM - https://lnkd.in/gNuVQnhw Sumi Jaiswal - sales to implementation handover template - https://lnkd.in/gMib6k-V -- 🚨 Did we miss a post? Let us know in the comments to make sure others don't miss it either ❤️ Was this helpful? Make sure to follow the Matik page to continue seeing these weekly roundups! -- What is Matik? Matik automates the personalization of content, including data-driven elements like tables, charts, and insights. Compatible with Google Slides, Microsoft PowerPoint, and emails. See it in action: https://lnkd.in/gmWedmqb #customersuccess #csm

A well-structured QBR deck is essential for showcasing the value of your product or service, highlighting successes, and offering actionable recommendations. Here's a quick guide to what you should include for a successful QBR deck: Executive Summary - Design this slide as if it's the only one the decision-maker will see, highlighting key elements that ensure your place in their tech stack. Focus on your product's ROI and its impact on the customer's goals and objectives. Account Overview - This slide will present metrics relevant to the account and its users, reminding customers of what they signed up for and providing insights at the user level. Usage Overview - Focus this slide on helping your customer understand their current usage by highlighting key insights with data visualization techniques, such as charts. Spread the metrics across several slides to avoid clutter and share details, even if the numbers aren't favorable, to identify growth opportunities ROI - This is the most crucial slide, showcasing your product's value to the customer with supporting data. Highlight metrics like time savings, money saved, and revenue impact, connecting high usage to the customer's objectives. Benchmark - This slide positions you as a strategic advisor, providing invaluable guidance. Achieve this by setting goals with the customer or comparing them with similar companies. Share observations and offer recommendations based on these insights. Actionable Next Steps - End your QBR by positioning both your customer and yourself for future success. Provide suggestions to boost adoption, maximize product value, and achieve business goals. Collect actionable feedback, offer internal training, and use resolution analytics. A well-structured QBR deck not only reinforces your product's ROI but also positions your company as a strategic partner and advisor dedicated to helping your customers achieve their business goals. Ensuring that you are not included in tech stack slashing and reminding your customers of the ROI of your product or service. #customersuccess #csm #revenueoperations #revops

Curious how Matik can help? Here’s what we’ve done for a few companies: Asana - 8x the number of business reviews & one-pagers they created (with 100% adoption from their global dedicated CS team!) Salesloft - influenced $60M ARR with Matik-generated presentations Greenhouse Software- 31.5% increase in number of accounts touched with data-driven content Glassdoor - 190 hours saved per week (equivalent of 5 analysts!) Modern Health - went from 2 hours to a few minutes to create an executive business review ➡ Read how we did it here: https://lnkd.in/gxQHCCPZ #customersuccess #csm #revenueoperations #revops

As we enter into a new quarter, we have some product updates that we are eager to share! From new integrations to easier template management, check out all our latest features here: https://lnkd.in/dksmtybF #customersuccess #csm #revenueoperations #revops

Looking for a way to check in with all customers on a frequent basis? Something that you can send that provides value to them, without them having to meet with you? Enter the QBR one-pager. A QBR one-pager is a quick overview that can be used by customer success teams to summarize key insights. In contrast with a full QBR presentation, a one-pager includes only the most essential insights and is used to provide high-level updates for customers. The ideal QBR one-pager should include the data that is most relevant for your customer. For example, based on your customer’s goals and objectives, you may decide to include benchmarking data, ROI insights, usage data, or adoption recommendations. Get our free QBR one-pager template here: https://lnkd.in/gCqGeDmM #customersuccess #csm