Make it about this buyer.
Generate with the account’s data, then add the priorities and decision criteria you learned in discovery.
Matik for Sales teams
Bring the evidence. Make the story yours.
Matik is presentation automation software for sales teams. It generates account-specific pitch decks, business cases and proposals from connected CRM and product data in approved templates. Configured queries and calculations supply the metrics; reps add buyer priorities and shape the narrative. Outputs are editable in Google Slides or PowerPoint.
Relevance
A story for this buyer
Credibility
Numbers you can explain
Preparation
More time to sharpen the pitch
Why Matik for Sales
A stronger pitch starts with the right evidence.
Put your preparation into the buyer, the business case and the conversation ahead.
Know what backs the claim.
Use source-system metrics and configured business-case assumptions. Explain the evidence behind your recommendation.
Start ahead of the blank slide.
Choose your team’s approved template and account inputs. Matik fills the data-driven content so you can sharpen the pitch.
Prepare where you work.
Generate in Matik, inside Salesforce or through a connected AI assistant using your own Matik access.
How do sales teams create account-specific decks?
Start with approved content and the account’s evidence.
Select the template, opportunity or account, and required inputs. Matik brings configured data into your team’s presentation, including the numbers, charts and relevant slides. Keep the shared foundation consistent while making the pitch specific to the opportunity.
How do reps tailor the story to a buyer?
Bring the evidence. Add what you know about the buyer.
Add discovery notes, buyer priorities and the outcome you are discussing. The Narrative Agent helps turn account data and that context into takeaways and talking points. Review the explanation, make your recommendation and edit the final presentation.
Can sales reps use Matik from Salesforce or an AI assistant?
Keep preparation close to the opportunity.
Request a presentation in Matik, from Salesforce or through a supported assistant such as Claude or ChatGPT. Supply the template inputs and let Matik generate the file using your existing permissions. Review the account evidence and story before the meeting.
From opportunity to presentation
Your request
Create a pitch for this account and audience.
Matik generates
Approved template, configured metrics, buyer context.
Your presentation
Review and edit in Google Slides or PowerPoint.
Who uses Matik on the sales team?
Room for rep judgment. A foundation leaders can trust.
A shared system supports the people making the pitch and the people responsible for its consistency.
For account executives
Spend less preparation on finding slides and copying metrics. Use account evidence as your starting point, then add discovery context, stakeholder priorities and your recommendation.
For sales leaders and Sales Ops
Maintain approved templates, metric definitions and business-case assumptions. Give reps a repeatable starting point while keeping buyer context and final edits in their hands.
Connected to your stack
Fits the way your team already works.
Connect your CRM, warehouses, BI tools, spreadsheets and APIs. Generate decks, documents, spreadsheets, PDFs and personalized emails. Use Matik from your AI assistant, bring in context through MCP, and deliver content through the tools your team already uses.
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Trust built in
Customer data deserves a considered approach.
Matik combines governed content with published security practices. Explore the details with your security team.
SOC 2 Type II
Published security assurance
Encryption at rest
Protection for stored data
Defined access controls
Controls around sensitive systems
FAQ
Questions before your next opportunity?
What is Matik for sales teams?
Matik is presentation automation software for sales teams. It generates account-specific pitch decks, business cases and proposals from connected CRM and product data in approved templates. Reps provide account inputs and buyer context, then review and edit the presentation in Google Slides or PowerPoint.
Can sales reps generate from approved templates?
Yes. Matik admins configure and publish the sales templates, data queries, calculation logic and required inputs. Reps select the appropriate template and account to generate a presentation from that foundation. Reps do not need to rebuild the template or write a new query for each opportunity.
Can reps tailor a generated deck to a buyer?
Yes. Sales reps can add discovery notes, buyer priorities and meeting context to guide Matik’s AI-assisted narrative. Generated presentations are editable in Google Slides or PowerPoint, so reps can refine the takeaway, recommendation and slides. Editing an output does not change the underlying shared template.
Does Matik invent ROI figures or sales metrics?
In Matik’s data-driven templates, configured source queries and calculation logic supply the metrics. ROI assumptions must be defined and reviewed by your team. The same source values and query inputs produce the same configured metrics; AI-assisted narrative can vary and should be reviewed before it is shared.
Which CRM and data sources can sales teams connect to Matik?
Matik supports CRM sources such as Salesforce and HubSpot, data warehouses such as Snowflake, BI sources such as Looker, and spreadsheets such as Google Sheets. An admin configures the sources and query logic used by each sales template. Connection availability and setup details are listed on Matik’s data-connections page.
Can sales reps use Matik from Claude or ChatGPT?
Yes. A supported AI assistant such as Claude or ChatGPT can connect to Matik through Model Context Protocol (MCP). The assistant helps collect the required template inputs and requests generation. Matik produces the file using the rep’s existing access and permissions; the rep reviews the presentation before using it.