Case Study: Salesloft Saves Time and Boosts Renewals with Matik

How Salesloft Invested in Their CSMs by Choosing Matik

Salesloft, the sales engagement platform, needed a better way for its customer success managers to create personalized quarterly business review (QBR) presentations. Their teams were spending hours pulling data from Looker, Salesforce, and other sources, manually piecing it together, and creating inconsistent narratives for each account.

Salesloft first tried an internal Google Sheets-based QBR automation tool, but quickly replaced it with Matik. Matik helped the team generate tailored, data-driven QBRs in minutes, saving about 366 hours per month and more than 4,389 hours over 12 months. The impact was significant: the QBR template influenced $60M in ARR across 700+ accounts, with 98% of customers renewing and 86% upgrading.

Salesloft

Bianca Longino

Senior CS Analyst