Case Study: Intiveo Achieves 67% More Accounts Touched with Matik

How Intiveo Scaled Accounts Touched by 67%

Intiveo, a dental patient engagement software company, needed a faster way for Customer Success Managers to create Executive Business Reviews (EBRs). Their existing process took about 8 hours per EBR, required technical data requests, and often produced overly detailed decks that were hard to standardize and deliver at scale.

Using Matik, Intiveo automated data pulling, table and chart creation, and conditional slide selection to personalize EBRs by account. The result was a 67% increase in accounts touched per month, about 70 hours saved per CSM each month, and automation of 95 content elements across four templates, while also making EBRs more consistent and easier for the team to manage.

Intiveo

Raquel Dreesen

Senior Manager of Customer Experience and CS Operations