Matik

Most people have heard of ROI one-pagers, but have you considered doing a value analysis? The difference: rather than just showing time savings, revenue impact, etc., you can get nitty gritty into the customer's objectives with your product, KPIs that map back to each objective, and (this is the important part) provide guidance on how your product can move the needle on those KPIs. It's a lot more personalized & allows you to make sure you have your finger on the pulse of what matters to your customer. If you don't have one, or are looking to spruce yours up, download Matik's lvalue analysis presentation template for free: https://lnkd.in/gpCHtavN #customersuccess #csm #revenueoperations #revops

📣 Here are all the top LinkedIn posts on revenue operations from 1/31 - 2/13. Darrell Alfonso - venn diagram of GTM operations - https://lnkd.in/gHX6m9as Janis Zech - takeaways from revops in 2025 report - https://lnkd.in/gftmh2qE Josh McClanahan - saying no to new requests - https://lnkd.in/gkQzCs2t Natalie Furness - Revenue Operations - the revops blueprint for business growth - https://lnkd.in/gTPmwrUk Nikola Mijic - insights from a dinner with ops leaders - https://lnkd.in/gdksvQDq -- 🚨 Did we miss a post? Let us know in the comments to make sure others don't miss it either ❤️ Was this helpful? Make sure to follow the Matik page to continue seeing these weekly roundups! -- What is Matik? Matik automates the personalization of content, including data-driven elements like tables, charts, and insights. Compatible with Google Slides, Microsoft PowerPoint, Google Docs, Microsoft Word and emails. See it in action: https://lnkd.in/gmWedmqb #revenueoperations #revops

📣 Here are all the top LinkedIn posts on customers success from 1/31 to 2/13. Anika Zubair - how to fix bad emails - https://lnkd.in/ggtqDswT Anita Toth - customer feedback, beginner vs pro - https://lnkd.in/gEdRrTef Bob London - step-back convos - https://lnkd.in/guDz8NK2 Bob Mathers - renewal pipeline - https://lnkd.in/g3pMcmQK Carly Agar - what to do instead of just "checking in" - https://lnkd.in/gmmkgpCZ Dannah Vaughan - blueprint for a renewal play - https://lnkd.in/gEqq67uW Daphne Costa Lopes - 5 powerful ways to truly understand customers - https://lnkd.in/gsrthM8p Erika Villarreal Villarreal - it's not just about customer outcomes - https://lnkd.in/gB_cV5CB Jan Young, MBA, CSPO, CSM Young - 5 ways to know if your CS team is about to get cut - https://lnkd.in/g63YvuQv Jay Nathan - customer engagement segmented into 4 buckets - https://lnkd.in/g2EjSzK6 Jeff Kushmerek Kushmerek - 2 types of churn - https://lnkd.in/g_gCS8BH Johan Nilsson - weekly NRR breakfast - https://lnkd.in/gXi2UF7f Julie Fox Fox - how to be an effective CSM - https://lnkd.in/gxvKdbyN Kristi Faltorusso - 5 ways to make in-person connections happen - https://lnkd.in/gGkX6eHb Sara Masson - the intuitive CSM - https://lnkd.in/gTd9UWgx Sara Masson - the ambition CSM - https://lnkd.in/gTmsxSyE Sumi Jaiswal - managing change a little better - https://lnkd.in/gcnxMBvg -- 🚨 Did we miss a post? Let us know in the comments to make sure others don't miss it either ❤️ Was this helpful? Make sure to follow the Matik page to continue seeing these weekly roundups! -- What is Matik? Matik automates the personalization of content, including data-driven elements like tables, charts, and insights. Compatible with Google Slides, Microsoft PowerPoint, Google Docs, Microsoft Word and emails. See it in action: https://lnkd.in/gmWedmqb #customersuccess #csm

💡 Top Takeaways from Last Night's Bay Area B2B SaaS Leaders Soiree I had the opportunity to co-host a leaders dinner with Matik's CEO Nikola Mijic, where we delved into the biggest challenges and goals for 2025. While we all agreed to keep the details confidential, a few themes clearly stood out: 1️⃣ Hiring Challenges: Finding and retaining top talent remains a priority. 2️⃣ Educating the Board on CS: Gaining buy-in and understanding of Customer Success at the board level is crucial for durable growth. 3️⃣ Operationalizing Under PE Investment: When private equity steps in, the pressure to systematize and show ROI intensifies. Why wait for this moment? Operationalizing from day 1 will have you ahead of your competitors. 4️⃣ Customer Churn: This continues to be an area of concern as customers question value more than ever. Hence the importance of CS and ensuring teams are trained to speak to value while asking the right questions for revenue growth. 5️⃣ Hybrid Work & Loneliness: Addressing isolation in mixed work environments is a growing HR focus. I’m grateful for everyone’s openness and the great laughs we shared. 🚘 Driving home through the Bay Area’s atmospheric river storm, I reflected on how essential conversations like these are—yet how rarely they happen. Despite industry differences, many of our B2B SaaS challenges are the same, and there's power in coming together to tackle them. Overall, we left feeling optimistic about 2025—and I share that optimism, too! 🥂 Here’s to more meaningful connections and collaborative solutions. If I missed any insights or experiences you'd like to share, please share! Let’s keep the conversation going and thank you for joining us! Jaibharat Valluri, Amy Drohan Matson, MBA, Johannes Scheitel, Meenu Agarwal, Esau Sanchez-Diaz, Gaurav Dhawan, #Leadership #CustomerSuccess #B2BSaaS

Earlier this week I had the opportunity to connect with top rev ops leaders at a dinner Matik co-hosted with Sonam Dabholkar. As with all of Matik’s Forum dinners, the conversation gave me a peek into what was top of mind in the world of rev ops. I’ve highlighted a few of the key takeaways below 👇 1. Data consistency and accuracy across the company. We’ve all been there - we’re in a meeting, two people are talking about the same metric, but the values they’re getting are different. Proceed to spend valuable meeting time trying to figure out which is the right one (which by the way, rev ops has probably already defined somewhere). This might be a common internal occurrence, but things get really dodgy when you start being inconsistent with data that you share with customers (example if the CS team is pulling a metric differently than the professional services team). One way a team is solving it: forcing teams to use approved data sources, mandate that people add definitions & include links to data sources. 2. The challenge of add-ons & churn mitigation. Lots of companies are expanding from selling a single SKU product to multiple SKUs, which is a great revenue-driving opportunity for them. The problem lies in the fact that the churn ends up being really high on these. Why? While the core product has really good onboarding and a process for driving adoption, the add-ons aren’t quite there yet. And most of the time monetary incentives are mis-aligned on the post sales side. 3. Scale with the same resources. I won’t spend too much time on this because at this point, it’s been a problem for a long time. But one thing that stood out - headcount is flat, but budgets for tech have slightly increased but not what it should be given the goals for the business. While there’s a focus on automation and AI, there’s still a lot of skepticism. Every vendor now has AI but few are hitting the mark with it (Gong was cited as an example of one doing it well with their AI-generated summaries). I always appreciate the conversations at our Matik Forums and everything I learn. By the way, if you’re interested in joining a future Matik Forum, feel free to DM me! #revenueoperations #revops

Your QBR meeting is in 10 minutes, and you just realized you don’t show ROI. 😳 Lots of tech is on the chopping block - if customers don’t see the value your product is bringing, they will question whether they need it. Even if their usage is up, if you’re not constantly reinforcing ROI then you might find yourself getting the cut. --- What is Matik? Matik makes it easy to showcase product value by automating the personalization of content, including data-driven elements like tables, charts, and insights. Compatible with Google Slides, Microsoft PowerPoint, Google Docs, Microsoft Word and emails. See it in action: https://lnkd.in/gDaABpk8 #customersuccess #csm #revenueoperations #revops

📣 Attention RevOps & CS Ops folks If your to-do list is a mile long (and let’s be real, it always is), Matik Monthly is your shortcut to the best RevOps & CS Ops strategies, templates, and insights—without the endless scrolling. Each month, you’ll get: ✅ Battle-tested playbooks & guides (because why reinvent the wheel?) ✅ Curated insights from top industry leaders (less guessing, more doing) ✅ Must-read blogs & influencer takes (so you stay ahead of the curve) This is your go-to resource if you want to scale customer success, optimize ops, and deliver real impact. 🔗 Sign up now to get all these insights straight to your inbox! #RevOps #CSOps #CustomerSuccess  https://lnkd.in/gYz4HCxi

📣 In case you missed it, here are all the best LinkedIn posts from January! ➡ For CS: https://lnkd.in/gzTHHxR2 ➡ For CS Ops: https://lnkd.in/gvPfAbC8 #customersuccess #csms #revops #revenueoperations

📣 Here are all the top LinkedIn posts on revenue operations from 1/24 - 1/30. Ahmed Malkani - 8 myths about revops in SaaS - https://lnkd.in/dFtEP36K Charlie Saunders - why it's hard to get campaign/channel-level ROI right - https://lnkd.in/dJ_FPnV4 Josh McClanahan - how revops can get to where CS is today - https://lnkd.in/d9uZktae -- 🚨 Did we miss a post? Let us know in the comments to make sure others don't miss it either ❤️ Was this helpful? Make sure to follow the Matik page to continue seeing these weekly roundups! -- What is Matik? Matik automates the personalization of content, including data-driven elements like tables, charts, and insights. Compatible with Google Slides, Microsoft PowerPoint, Google Docs, Microsoft Word and emails. See it in action: https://lnkd.in/gmWedmqb #revenueoperations #revops

📣 Here are all the top LinkedIn posts on customers success from 1/24 to 1/30. Bob Mathers - customer success vs account management - https://lnkd.in/dzhGQbxu Brittany Casey - what customers really want from CSMs - https://lnkd.in/drFwHJD8 Carly Agar - 9 ways to become indispensable as a CSM - https://lnkd.in/dwz3Bixh Dan Ennis - underrated CSM skill: storytelling - https://lnkd.in/dbRZPRSW Daphne Costa Lopes - how to demonstrate the value of your product - https://lnkd.in/dszKmGxJ De'Edra Williams, MBA - the CS metrics that will matter the most in 2025 - https://lnkd.in/dgnvYC2X Ejieme Eromosele - CS-attributed revenue - https://lnkd.in/dup4MZYt Erika Villarreal Villarreal - data & storytelling - https://lnkd.in/dVyCaDbe Jay Nathan - why CSM is one of the most quit jobs - https://lnkd.in/d9RQjMxd Maranda Dziekonski Dziekonski - 5 things your customers don't care about & 5 things they do care about - https://lnkd.in/daXi2AkM Markus Rentsch Rentsch - 19 rules to nail customer success - https://lnkd.in/dcHaxevn Michael Ward - bringing CS leaders into sales conversations - https://lnkd.in/dm6PXvWC Sara Bochino - how to build & re-engage burnt out CS teams - https://lnkd.in/ddbuk3V2 Sara Masson - the four CSM types - https://lnkd.in/dasHx6dm Sara Masson - the relationship CSM - https://lnkd.in/dbwGW6e8 Sumi Jaiswal - how to evolve as a CSM - https://lnkd.in/dqagb_wm -- 🚨 Did we miss a post? Let us know in the comments to make sure others don't miss it either ❤️ Was this helpful? Make sure to follow the Matik page to continue seeing these weekly roundups! -- What is Matik? Matik automates the personalization of content, including data-driven elements like tables, charts, and insights. Compatible with Google Slides, Microsoft PowerPoint, Google Docs, Microsoft Word and emails. See it in action: https://lnkd.in/gmWedmqb #customersuccess #csm