Matik
15 Case Studies
A Matik Case Study
Solv, a healthcare SaaS platform that helps providers grow their practice and improve the patient experience, struggled to scale customer success communications as it expanded. Customer success managers needed to create business reviews, ROI one-pagers, and other data-driven narratives manually, but data was bottlenecked through the analyst team, making it time-consuming to deliver consistent insights across the customer base.
To solve this, Solv partnered with Matik to automate personalized, data-driven one-pagers by connecting Matik to Salesforce and its database. With Matik, the CS team could generate tailored content in seconds instead of hours, resulting in 3.5x ROI within 4 months, 1,140 hours saved, 98% of customers receiving data-driven insights versus 10% before, and 28% of those accounts expanding in revenue.
Casey Romero
Customer Success Strategy & Operation