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This is Growth!

Automate Your Enterprise Business Reviews

Oct 26, 2023
Two seasoned experts, Nik and Brian, discuss revolutionizing EBR presentations through automation. They delve into Matik's one-click wonder tool and Workato's tailored solutions. Topics include streamlining processes, automating resources, using data connectors, and enhancing customer engagement with AI automation.
52:16

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Automating EBR creation saves time for CSMs by simplifying the process with tools like MATIC.
  • Data accuracy and validation are crucial for successful EBR automation, requiring collaboration and dedicated efforts.

Deep dives

Automating Enterprise Business Reviews with MATIC and HubSpot

The podcast episode delves into the process of automating enterprise business reviews (EBRs) with the help of platforms like MATIC and HubSpot. It highlights the time-consuming nature of creating presentations for EBRs and the benefits of automating this process through tools like MATIC that allows data-driven content generation within PowerPoint or Google Slides. This automation aims to assist customer success and sales teams in creating assets like business reviews, renewal decks, ROI decks, and value assessments more efficiently.

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