Matik
15 Case Studies
A Matik Case Study
Motive, formerly KeepTruckin, is a fleet management company that needed a faster way for its Customer Success team to create and maintain Executive Business Review (EBR) presentations. Their existing process made it difficult to find the latest templates and personalize data-driven content for each account, limiting how many customers they could reach with tailored insights.
Motive implemented Matik to centralize its marketing-approved EBR templates and automate the generation of personalized presentations based on account and product data. With Matik, the team generated 3,607 presentations in 12 months, saved more than 1,420 hours annually, and increased account coverage from 15% to 66%—a 3.4x boost in accounts touched with personalized content.
Samantha Schwartz
Director of Customer Success-Commercial