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The Perfect Deck

Learn how your team can automate your slide decks & reports with Slideform.

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automate client reporting

Accurate and timely reporting is essential for financial marketing firms managing complex portfolios...

automate client reporting

Accurate and timely reporting is critical for advertising agencies and solution providers managing n...

automate agency reporting

Efficient reporting is essential for marketing and advertising agencies juggling multiple clients an...

create google slides from a sheet

Transforming content from a spreadsheet into hundreds of branded one-pagers is a big task. Marketing...

two leading digital agencies generate QBRs

Digital marketing agencies often create recurring performance reports in PowerPoint and Google Slide...

generate reports from power bi at scale

Springboard Collaborative needed to eliminate manual reporting tasks in order to increase the number...

automate hubspot reports in powerpoint or word

Do you report on HubSpot data in PowerPoint or Word? You may find yourself copying data over from Hu...

Metabase is an open-source business intelligence tool that makes it easy to track and share KPIs to ...

embed hubspot in word or docs

HubSpot is a business-critical platform for contact management (CRM), marketing, sales, and customer...

export power bi data to sheets

This guide explains how to automatically export data from Power BI easily and efficiently. Power BI ...

export looker studio data

This guide explains how to automatically export data from Looker Studio easily and efficiently. Look...

automatically pull Tableau into PowerPoint

If your organization has invested in creating BI dashboards in Tableau, you probably want to use the...

Slideform presentation automation platform

Looking for a sales automation tool that goes beyond the basics? There are umpteen sales tools out t...

Let this be the last month that you create client reports manually! Slideform can help you save time...

generate reports with hubspot data

In the ever-evolving landscape of data-driven decision-making, integrated reporting tools are more i...

In this tutorial, I will show you how to create a batch of slide decks that are automatically filled...

In a previous career, I managed multiple social media accounts and each month I had to send in a rep...

Since my first days in Customer Success, I've always believed that periodic account health checkins ...

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