Case Study: Greenhouse Scales Customer Account Coverage with Matik

How Greenhouse Scaled Account Coverage with Fewer Resources

Greenhouse, the hiring software company, needed a better way to communicate product value and ROI to customers at scale. Its customer success team was manually building personalized account review presentations from data spread across Redshift, Salesforce, and Gainsight, making it difficult to deliver tailored, white-glove experiences efficiently.

By implementing Matik for customer success management, Greenhouse automated personalized presentation creation while keeping control over design and data sources. The team created a template in just two weeks and then generated 3,632 presentations in eight months, saving 10,714 hours total, increasing accounts touched from 19% to 25% (a 31.5% increase), and expanding reporting from 4 KPIs to more than 150 data insights.

Greenhouse

Calvin Multanen

Senior Customer Success Operations Manager