success stories vs case study

We recommend using case study templates to help turn your customer story into a coherent, well-organized publication.

2. Lightico: A1 Comms

3. Hourly.io: Izzy's Brooklyn Bagels

What do they all have in common? When you get to these landing pages, key details are immediately prominent: The issue the company was facing and/or the results they generated.

This is a great way to hook in the reader and get them interested to read on.

By showing the results, you highlight the benefits of using your brand. By emphasizing the problems, you can help prospects identify issues and understand why you’re the solution.

Both strategies can generate positive results, it’s just a matter of figuring out which method converts best with your audience.

How to Leverage Customer Success Story on Social Media

1. figure out which case studies will translate well..

The "right client" will vary from brand to brand.

Samuel Mironko , associate marketing manager on the HubSpot brand marketing team, says that this is what they look for: brand recognition, buzziness, and relationship.

The bigger the brand, the more buzz it can create to share its story. This doesn’t mean that you should only highlight stories from recognizable brands. However, it could be a way to prioritize them.

The second is buzziness – how much interest will this story generate? Is the brand in a booming industry? This is another plus for you.

Lastly, and perhaps the most important according to Mironko, is your relationship with the customer. Building a customer story requires a lot of collaboration between the two companies. If your relationship with the client isn’t solid, you may face several obstacles as you attempt to deliver the product.

"You get a better story knowing more about the customer. You know what questions to ask, how to guide the story, and more details," said Natalie Gullatt , marketing manager on the HubSpot customer marketing team. "The customer tends to trust you more if you have a relationship with them so it makes the process better for both parties."

To narrow down a list of options, you will likely need to work with customer advocacy and/or customer success teams at your company to connect you with the clients.

They can also offer some insight into the problems that the company faces and the issues they were able to solve with your product/service.

2. Write a script.

Once you narrow down your list, it’s time to write the script for your social media campaigns.

While you follow the same format as the case study, you have to adjust it for social media – taking only the key details that will help you tell a story in an engaging but concise way.

          View this post on Instagram                       A post shared by Hellopeter.com (@hellopeter_za)

Mironko says that this format works well for customer success stories because it tells a story. You leave knowing the problems the company faced before, how they attempted to solve the issue, their new experience, and how that has addressed their main pain points.

3. Get feedback from the client.

Once you have a draft, you’ll need to send it to the client for approval.

They may provide feedback on anything from the visual design to the way they’re portrayed.

We are delighted to launch our customer success story series with @GaryWidger , Head of Change at @mercuryeng - about how Mercury leveraged #nocode / #lowcode technology to connect their people through shared knowledge. Read more here: https://t.co/BDvRjRxVgd #innovation #tech pic.twitter.com/9qe7dmEART — Kianda (@KiandaBPM) March 30, 2021

Because this is a collaborative process, it’s essential that both parties are satisfied with the end result.

"Make sure to have the customers approve the drafts before publishing - that's so important," says Gullatt. "Customers may have to ask their marketing teams, legal teams before they say certain things publicly so you don't want to burn bridges."

This is why having a good relationship with the customer is key – this will make addressing issues with the content so much easier.

Gullatt adds that flexibility is key. 

"Be flexible even when it's inconvenient because customers doing stories is a favor to you and your organization," she says. "Making it easy for them and being patient goes a long way."

4. Post and measure success.

Once the content is finally ready and published on social media, you’ll want to track its success.

How are people responding? Are they engaging with the content? Did it help you generate more leads?

Establishing KPIs before publishing on social media allows you to gauge your success accurately. From there, you can review the data to assess improvements for future success story campaigns.

Case studies work to showcase a company's function to the fullest degree. They represent the facts of what happened, who was involved, and what the outcome was.

The main goal of a case study is to earn prospective customers' trust and motivate them to choose you over your competitors.

Turning a case study into a customer success story is done through a meticulous and investigative process.

Now that you have everything you need to get started, design a visually appealing piece of content that gives the reader more than just words, but sparks their imagination of what it would be like to work with your company. They'll want to reap the benefits of your services — and may even become the star of your next customer success story.

Editor's Note: This post was originally published in Oct. 2020 and has been updated for comprehensiveness.

Don't forget to share this post!

Showcase your company's success using these free case study templates.

Marketing software that helps you drive revenue, save time and resources, and measure and optimize your investments — all on one easy-to-use platform

Case Study or Success Story? How To Present Your Projects And Generate Leads

by Christian Brandstötter MMSc | Mar 5, 2017 | Blog

If you look at the websites of large software and IT companies, you are constantly presented with different terms…. sometimes, they are called case studies, while other companies present success stories and others refer to customer stories.

But are these really just synonymous terms which describe the same fundamental kind of communication? Or do they conceal different documents which should all be used for different occasions or goals?

Curious about the answers to these questions and to support them with concrete examples, I looked at the case studies offered by leading software and IT companies in preparation of this post, to see what they mean by case studies, success stories or customer (success) stories.

First of all, no matter whether a case study or a success story (synonym with customer success story), in both cases it is a special form of an underlying testimonial or a reference / customer recommendation.

Testimonials

A classic testimonial is a 1 to 2-sentence quotation of a satisfied customer, which the person/company allows you to use in your marketing (explicit permission is always required!).

Here is an example of a testimonial, on the website of ProvenExpert.de, an online recommendation service.

Testimonials are especially effective because they generate social proof. Social proof means that the fact that you have achieved great results for similar customers in the past, is a proof that you can do the same for a new customer, such as a prospect browsing your website.

But instead of you yourself telling the reader what a great supplier you are, it is stated by a satisfied customer – now this is really effective, credible marketing: SOCIAL PROOF.

If, however, you want to offer more complex and higher-priced solutions in the B2B sector, then testimonials are not enough. Interested prospects need more detailed information. Many companies, particularly in the IT and software sector, therefore provide customer stories, or success stories, on their website. They encompass more detailed reports on past customer projects.

Success Stories are detailed reports on the experiences and results of a client company. Here, for example, Genesys presents a wealth of Customer Success Stories on their website.

The most important features of Customer Stories:

• Length: mostly 1-2 pages, as my research on Success Stories by major IT companies has confirmed.
• Story: As the name already suggests, success stories are written in the form of stories that are told from the customer’s point of view and report similar like an article does.
• Styling: to emphasize the character of the story, several quotes of the satisfied customer should be included. This is particularly useful in passages where the client’s original problem is described or the great results reported.
• Structure the structure of a success story goes from the problem to solution and finally to the results that the customer has achieved. Specific to the success story itself, however, is that it also describes how the customer learnt about the provider (ie you) or why he chose you (usually in the form of or supported by a customer quote!)

Success Stories are ideal for illustrating the benefits and advantages of your solution while being compact enough to be read in one session from start to end by even the most time-stressed decision-makers.

Nevertheless, there are cases in which even a success story is not enough to give the interested reader the wealth of insights he needs to be well informed to reach the next step along the Customer Journey.

This is where the case study comes into play.

A case study is a very detailed description of a past project or the implementation of a solution offered by the provider to the customer. It is mainly used in software and industrial industries.

Here you see an example by the manufacturer Fujitsu. The first page starts with a big header and a short summary, for better readability a short version is offered in the individual tables. Most case studies are 3 pages, sometimes 4.

Important features of a professional case study are:

• Length : 3-4 pages, as my research on Cisco (3 pages) or Genesys (3 pages) also showed.
• Study : as concerns its tone, a case study is more technical than a success story. In the sense of a study, the question “How?” gets answered. Describe the implementation of your solution in a detailed and chronological manner (step 1, step 2, …)
• Styling : just as with Success Stories, you should always quote the strongest statements by direct quotes from your customer. Particularly in the section on results. Results can also be stated in a compact fashion in 3 bullet points, each of them with a specific number or percentage.
• Structure : The structure follows the classic problem-solving orientation and goes from problem / challenge to the decision process of the customer, then to the solution, first describing the implementation in detail, then the advantages and the results achieved

Case Study or Customer Story – Which One Should You Choose?

You may also be faced with the question whether you should write a case study or a success story about your last project or completed projects.

While it is difficult to give a general recommendation, it is advisable to first observe the following criteria. From this it can be deduced whether a shorter success story or more detailed case study is suitable to achieve the desired effect for the reader.

• Previous standard: The most important criterion is your previous approach: Did you publish case studies or success stories so far? The performance should of course be uniform, but do not restrict yourself to the past! If necessary, you can create a success story. Continue to call it as you previously did, but once in a while make it 1-2 pages longer than usual.
• Need for explanation: How complex was the project and/or the solution to be described? The bigger the need for explanation, the more you should prefer a case study to a success story.
• Amount of investment: What is the investment sum for the solution implemented by the customer in the case study (hence also the prospect researching…)? More complex projects with higher prices call for a case study as the reader has more uncertainty and is willing to read more.
• Innovativeness of the product: Another consideration is finally how old the product is, which is used in the case study. If the product is e.g. still very new and is also very actively advertised by you, the first case studies can be particularly helpful to support sales and highlight the effectiveness of the solution.

By observing these 4 aspects and, in fact, coordinating them with the responsible persons in the sales department, you can make a qualified decision as to how extensive the content document to be produced needs to be.

Support for Case Study, Customer Story and Co

If you need professional support in the creation of your case study or success story, then I will be happily at your disposal. As an experienced copywriter and author in the field of B2B communication, I will accompany you from collection of the information until its conclusion and layout of your document. I will also be happy to interview your customers on your behalf, if you still need to gather some information.

Contact me right now at +43 680 133 09 56 or Send me an e-mail inquiry . I look forward to serving you!

The 6 Elements of an Effective Case Story

By Jenny Gatchell   |   March 17, 2021   |   Content Marketing

A good case study describes the value and impact of the services you offer from your client’s perspective. This article outlines the six components of a compelling and effective case study.

“Do you have an example of that?” It’s the most common question we ask when interviewing companies for a thought leadership article. We’re looking for stories that bring the value of solutions and offerings to life. Specifically, we want to hear the details of how a client successfully used your services to drive tangible, measurable results in their own business. There’s really no better way to validate your company’s point-of-view than with a case story. And peppering thought leadership content with relevant examples makes for a more interesting and memorable read.

Of course, client stories can and should stand on their own in addition to being referenced in your content. Having these stories readily available on your website helps prospects vet your services. By building effective case stories you give potential new clients the chance to stand in your current clients’ shoes and see what it’s really like to work with you.

Here are the six components every good case study should use to make your clients’ successes as relatable as possible:

• Summary Statement
• Organizational Summary
• Problem Statement
• Solution Description
• Call-To-Action

Summary Statement: Give the Cliffs Notes Version of the Story

Provide a brief snapshot of your client’s story—problem, solution, and outcome—in a few sentences or brief paragraph. Readers can get the key points and decide if they want to dive in and read the full case.

Organizational Summary: Position Your Client as the Hero

In a sidebar or callout, tell a little bit more about your client and their story. What industry do they operate in? Who do they serve? Where are they located? And how big is their organization? Note that your client is the ultimate hero in this story. You want to showcase the client’s wisdom in choosing to leverage your solution to solve their challenges.

Problem Statement: Setup the Situation

Use this section to frame up the challenges facing your client. Be sure to include details or context around any issues complicating the situation. Aim to do this in about 50 to 100 words and be sure to tell the story from your client’s point-of-view. This will help your prospects better relate to the story, especially if they are facing similar challenges in their own businesses. If possible, include a client quote or even a brief video snippet where the client describes the challenges in his or her own words.

Solution Description: Describe the Resolution, with Your Client Leading the Way

This is the meat of your case story and will include the details about how your solution was developed and delivered. Aim to keep this section to about 200 to 300 words.

This is where it’s trickiest to keep your client positioned as the hero since you’ll obviously want to include specific details about the unique aspects of your solution and emphasize the merits of your company’s approach and point-of-view. You can do all those things—and still keep your client front and center. The key is to celebrate the client’s smart choice in selecting you and your services. Again, a quote or video snippet will work well here to highlight your client’s rationale for believing your solution would be the right answer to his company’s problems. You can also talk about any collaboration between you and the client. And, if possible, you can discuss how your services fit into the client’s bigger picture strategy for tackling the issue.

The solution section is also a great place to ensure your case story is visually interesting. Include images, graphics, visuals, or flow charts that help paint the picture of how the solution worked for your client.

Outcomes: Make the Results Pop

Finish your case story on a strong note by emphasizing the results. Include data to quantify the impact—such as how many dollars were saved or new clients won. We like to use bullet points here to give the information in bite-sized fashion and make the numbers and their significance really pop. You can also include another client quote or a video that helps validate your client’s decision to hire you.

Call-to-Action (CTA): Keep the Conversation Going

Finally, do not forget to invite your readers to continue exploring your solutions. For web versions of case studies, include a contact form for the organization. For print versions, include information about your organization along with contact information for your team to make it easy for your prospects to connect with you.

Closing Thoughts: The Proof Really Is in the Pudding

Client success stories are arguably one of the most important tools you have in marketing your services. Showing how other companies have leveraged your expertise and point-of-view to drive tangible results in their own businesses validates your claims and makes it much easier for potential clients to understand how you work. Plus, showcasing your current clients’ genius is good for your existing relationships, too. If you have stories you haven’t shared yet, now’s the time to put them out there. And give your clients’—and yourself—credit for the great work you do.

The Content Marketing Webinar for A/E Firms

The future of professional services marketing, the business value of content.

Jenny Gatchell is a Contract Copywriter for Rattleback. She helps clients find their voices, articulate their points of view, and tell their stories in ways that resonate with all audiences they need to reach.

• Design for Business
• Most Recent
• Presentations
• Infographics
• Data Visualizations
• Forms and Surveys
• Video & Animation
• Case Studies
• Digital Marketing
• Design Inspiration
• Visual Thinking
• Product Updates
• Visme Webinars
• Artificial Intelligence

15 Real-Life Case Study Examples & Best Practices

Written by: Oghale Olori

Case studies are more than just success stories.

They are powerful tools that demonstrate the practical value of your product or service. Case studies help attract attention to your products, build trust with potential customers and ultimately drive sales.

It’s no wonder that 73% of successful content marketers utilize case studies as part of their content strategy. Plus, buyers spend 54% of their time reviewing case studies before they make a buying decision.

To ensure you’re making the most of your case studies, we’ve put together 15 real-life case study examples to inspire you. These examples span a variety of industries and formats. We’ve also included best practices, design tips and templates to inspire you.

Let’s dive in!

Table of Contents

What is a case study, 15 real-life case study examples, sales case study examples, saas case study examples, product case study examples, marketing case study examples, business case study examples, case study faqs.

• A case study is a compelling narrative that showcases how your product or service has positively impacted a real business or individual. 
• Case studies delve into your customer's challenges, how your solution addressed them and the quantifiable results they achieved.
• Your case study should have an attention-grabbing headline, great visuals and a relevant call to action. Other key elements include an introduction, problems and result section.
• Visme provides easy-to-use tools, professionally designed templates and features for creating attractive and engaging case studies.

A case study is a real-life scenario where your company helped a person or business solve their unique challenges. It provides a detailed analysis of the positive outcomes achieved as a result of implementing your solution.

Case studies are an effective way to showcase the value of your product or service to potential customers without overt selling. By sharing how your company transformed a business, you can attract customers seeking similar solutions and results.

Case studies are not only about your company's capabilities; they are primarily about the benefits customers and clients have experienced from using your product.

Every great case study is made up of key elements. They are;

• Attention-grabbing headline: Write a compelling headline that grabs attention and tells your reader what the case study is about. For example, "How a CRM System Helped a B2B Company Increase Revenue by 225%.
• Introduction/Executive Summary: Include a brief overview of your case study, including your customer’s problem, the solution they implemented and the results they achieved.
• Problem/Challenge: Case studies with solutions offer a powerful way to connect with potential customers. In this section, explain how your product or service specifically addressed your customer's challenges.
• Solution: Explain how your product or service specifically addressed your customer's challenges.
• Results/Achievements : Give a detailed account of the positive impact of your product. Quantify the benefits achieved using metrics such as increased sales, improved efficiency, reduced costs or enhanced customer satisfaction.
• Graphics/Visuals: Include professional designs, high-quality photos and videos to make your case study more engaging and visually appealing.
• Quotes/Testimonials: Incorporate written or video quotes from your clients to boost your credibility.
• Relevant CTA: Insert a call to action (CTA) that encourages the reader to take action. For example, visiting your website or contacting you for more information. Your CTA can be a link to a landing page, a contact form or your social media handle and should be related to the product or service you highlighted in your case study.

Now that you understand what a case study is, let’s look at real-life case study examples. Among these, you'll find some simple case study examples that break down complex ideas into easily understandable solutions.

In this section, we’ll explore SaaS, marketing, sales, product and business case study examples with solutions. Take note of how these companies structured their case studies and included the key elements.

We’ve also included professionally designed case study templates to inspire you.

1. Georgia Tech Athletics Increase Season Ticket Sales by 80%

Georgia Tech Athletics, with its 8,000 football season ticket holders, sought for a way to increase efficiency and customer engagement.

Their initial sales process involved making multiple outbound phone calls per day with no real targeting or guidelines. Georgia Tech believed that targeting communications will enable them to reach more people in real time.

Salesloft improved Georgia Tech’s sales process with an inbound structure. This enabled sales reps to connect with their customers on a more targeted level. The use of dynamic fields and filters when importing lists ensured prospects received the right information, while communication with existing fans became faster with automation.

As a result, Georgia Tech Athletics recorded an 80% increase in season ticket sales as relationships with season ticket holders significantly improved. Employee engagement increased as employees became more energized to connect and communicate with fans.

Why Does This Case Study Work?

In this case study example , Salesloft utilized the key elements of a good case study. Their introduction gave an overview of their customers' challenges and the results they enjoyed after using them. After which they categorized the case study into three main sections: challenge, solution and result.

Salesloft utilized a case study video to increase engagement and invoke human connection.

Incorporating videos in your case study has a lot of benefits. Wyzol’s 2023 state of video marketing report showed a direct correlation between videos and an 87% increase in sales.

The beautiful thing is that creating videos for your case study doesn’t have to be daunting.

With an easy-to-use platform like Visme, you can create top-notch testimonial videos that will connect with your audience. Within the Visme editor, you can access over 1 million stock photos , video templates, animated graphics and more. These tools and resources will significantly improve the design and engagement of your case study.

Simplify content creation and brand management for your team

• Collaborate on designs , mockups and wireframes with your non-design colleagues
• Lock down your branding to maintain brand consistency throughout your designs
• Why start from scratch? Save time with 1000s of professional branded templates

Sign up. It’s free.

2. WeightWatchers Completely Revamped their Enterprise Sales Process with HubSpot

WeightWatchers, a 60-year-old wellness company, sought a CRM solution that increased the efficiency of their sales process. With their previous system, Weightwatchers had limited automation. They would copy-paste message templates from word documents or recreate one email for a batch of customers.

This required a huge effort from sales reps, account managers and leadership, as they were unable to track leads or pull customized reports for planning and growth.

WeightWatchers transformed their B2B sales strategy by leveraging HubSpot's robust marketing and sales workflows. They utilized HubSpot’s deal pipeline and automation features to streamline lead qualification. And the customized dashboard gave leadership valuable insights.

As a result, WeightWatchers generated seven figures in annual contract value and boosted recurring revenue. Hubspot’s impact resulted in 100% adoption across all sales, marketing, client success and operations teams.

Hubspot structured its case study into separate sections, demonstrating the specific benefits of their products to various aspects of the customer's business. Additionally, they integrated direct customer quotes in each section to boost credibility, resulting in a more compelling case study.

Getting insight from your customer about their challenges is one thing. But writing about their process and achievements in a concise and relatable way is another. If you find yourself constantly experiencing writer’s block, Visme’s AI writer is perfect for you.

Visme created this AI text generator tool to take your ideas and transform them into a great draft. So whether you need help writing your first draft or editing your final case study, Visme is ready for you.

3. Immi’s Ram Fam Helps to Drive Over $200k in Sales

Immi embarked on a mission to recreate healthier ramen recipes that were nutritious and delicious. After 2 years of tireless trials, Immi finally found the perfect ramen recipe. However, they envisioned a community of passionate ramen enthusiasts to fuel their business growth.

This vision propelled them to partner with Shopify Collabs. Shopify Collabs successfully cultivated and managed Immi’s Ramen community of ambassadors and creators.

As a result of their partnership, Immi’s community grew to more than 400 dedicated members, generating over $200,000 in total affiliate sales.

The power of data-driven headlines cannot be overemphasized. Chili Piper strategically incorporates quantifiable results in their headlines. This instantly sparks curiosity and interest in readers.

While not every customer success story may boast headline-grabbing figures, quantifying achievements in percentages is still effective. For example, you can highlight a 50% revenue increase with the implementation of your product.

Take a look at the beautiful case study template below. Just like in the example above, the figures in the headline instantly grab attention and entice your reader to click through.

Having a case study document is a key factor in boosting engagement. This makes it easy to promote your case study in multiple ways. With Visme, you can easily publish, download and share your case study with your customers in a variety of formats, including PDF, PPTX, JPG and more!

4. How WOW! is Saving Nearly 79% in Time and Cost With Visme

This case study discusses how Visme helped WOW! save time and money by providing user-friendly tools to create interactive and quality training materials for their employees. Find out what your team can do with Visme. Request a Demo

WOW!'s learning and development team creates high-quality training materials for new and existing employees. Previous tools and platforms they used had plain templates, little to no interactivity features, and limited flexibility—that is, until they discovered Visme.

Now, the learning and development team at WOW! use Visme to create engaging infographics, training videos, slide decks and other training materials.

This has directly reduced the company's turnover rate, saving them money spent on recruiting and training new employees. It has also saved them a significant amount of time, which they can now allocate to other important tasks.

Visme's customer testimonials spark an emotional connection with the reader, leaving a profound impact. Upon reading this case study, prospective customers will be blown away by the remarkable efficiency achieved by Visme's clients after switching from PowerPoint.

Visme’s interactivity feature was a game changer for WOW! and one of the primary reasons they chose Visme.

“Previously we were using PowerPoint, which is fine, but the interactivity you can get with Visme is so much more robust that we’ve all steered away from PowerPoint.” - Kendra, L&D team, Wow!

Visme’s interactive feature allowed them to animate their infographics, include clickable links on their PowerPoint designs and even embed polls and quizzes their employees could interact with.

By embedding the slide decks, infographics and other training materials WOW! created with Visme, potential customers get a taste of what they can create with the tool. This is much more effective than describing the features of Visme because it allows potential customers to see the tool in action.

To top it all off, this case study utilized relevant data and figures. For example, one part of the case study said, “In Visme, where Kendra’s team has access to hundreds of templates, a brand kit, and millions of design assets at their disposal, their team can create presentations in 80% less time.”

Who wouldn't want that?

Including relevant figures and graphics in your case study is a sure way to convince your potential customers why you’re a great fit for their brand. The case study template below is a great example of integrating relevant figures and data.

This colorful template begins with a captivating headline. But that is not the best part; this template extensively showcases the results their customer had using relevant figures.

The arrangement of the results makes it fun and attractive. Instead of just putting figures in a plain table, you can find interesting shapes in your Visme editor to take your case study to the next level.

5. Lyte Reduces Customer Churn To Just 3% With Hubspot CRM

While Lyte was redefining the ticketing industry, it had no definite CRM system . Lyte utilized 12–15 different SaaS solutions across various departments, which led to a lack of alignment between teams, duplication of work and overlapping tasks.

Customer data was spread across these platforms, making it difficult to effectively track their customer journey. As a result, their churn rate increased along with customer dissatisfaction.

Through Fuelius , Lyte founded and implemented Hubspot CRM. Lyte's productivity skyrocketed after incorporating Hubspot's all-in-one CRM tool. With improved efficiency, better teamwork and stronger client relationships, sales figures soared.

The case study title page and executive summary act as compelling entry points for both existing and potential customers. This overview provides a clear understanding of the case study and also strategically incorporates key details like the client's industry, location and relevant background information.

Having a good summary of your case study can prompt your readers to engage further. You can achieve this with a simple but effective case study one-pager that highlights your customer’s problems, process and achievements, just like this case study did in the beginning.

Moreover, you can easily distribute your case study one-pager and use it as a lead magnet to draw prospective customers to your company.

Take a look at this case study one-pager template below.

This template includes key aspects of your case study, such as the introduction, key findings, conclusion and more, without overcrowding the page. The use of multiple shades of blue gives it a clean and dynamic layout.

Our favorite part of this template is where the age group is visualized.

With Visme’s data visualization tool , you can present your data in tables, graphs, progress bars, maps and so much more. All you need to do is choose your preferred data visualization widget, input or import your data and click enter!

6. How Workato Converts 75% of Their Qualified Leads

Workato wanted to improve their inbound leads and increase their conversion rate, which ranged from 40-55%.

At first, Workato searched for a simple scheduling tool. They soon discovered that they needed a tool that provided advanced routing capabilities based on zip code and other criteria. Luckily, they found and implemented Chili Piper.

As a result of implementing Chili Piper, Workato achieved a remarkable 75–80% conversion rate and improved show rates. This led to a substantial revenue boost, with a 10-15% increase in revenue attributed to Chili Piper's impact on lead conversion.

This case study example utilizes the power of video testimonials to drive the impact of their product.

Chili Piper incorporates screenshots and clips of their tool in use. This is a great strategy because it helps your viewers become familiar with how your product works, making onboarding new customers much easier.

In this case study example, we see the importance of efficient Workflow Management Systems (WMS). Without a WMS, you manually assign tasks to your team members and engage in multiple emails for regular updates on progress.

However, when crafting and designing your case study, you should prioritize having a good WMS.

Visme has an outstanding Workflow Management System feature that keeps you on top of all your projects and designs. This feature makes it much easier to assign roles, ensure accuracy across documents, and track progress and deadlines.

Visme’s WMS feature allows you to limit access to your entire document by assigning specific slides or pages to individual members of your team. At the end of the day, your team members are not overwhelmed or distracted by the whole document but can focus on their tasks.

7. Rush Order Helps Vogmask Scale-Up During a Pandemic

Vomask's reliance on third-party fulfillment companies became a challenge as demand for their masks grew. Seeking a reliable fulfillment partner, they found Rush Order and entrusted them with their entire inventory.

Vomask's partnership with Rush Order proved to be a lifesaver during the COVID-19 pandemic. Rush Order's agility, efficiency and commitment to customer satisfaction helped Vogmask navigate the unprecedented demand and maintain its reputation for quality and service.

Rush Order’s comprehensive support enabled Vogmask to scale up its order processing by a staggering 900% while maintaining a remarkable customer satisfaction rate of 92%.

Rush Order chose one event where their impact mattered the most to their customer and shared that story.

While pandemics don't happen every day, you can look through your customer’s journey and highlight a specific time or scenario where your product or service saved their business.

The story of Vogmask and Rush Order is compelling, but it simply is not enough. The case study format and design attract readers' attention and make them want to know more. Rush Order uses consistent colors throughout the case study, starting with the logo, bold square blocks, pictures, and even headers.

Take a look at this product case study template below.

Just like our example, this case study template utilizes bold colors and large squares to attract and maintain the reader’s attention. It provides enough room for you to write about your customers' backgrounds/introductions, challenges, goals and results.

The right combination of shapes and colors adds a level of professionalism to this case study template.

8. AMR Hair & Beauty leverages B2B functionality to boost sales by 200%

With limits on website customization, slow page loading and multiple website crashes during peak events, it wasn't long before AMR Hair & Beauty began looking for a new e-commerce solution.

Their existing platform lacked effective search and filtering options, a seamless checkout process and the data analytics capabilities needed for informed decision-making. This led to a significant number of abandoned carts.

Upon switching to Shopify Plus, AMR immediately saw improvements in page loading speed and average session duration. They added better search and filtering options for their wholesale customers and customized their checkout process.

Due to this, AMR witnessed a 200% increase in sales and a 77% rise in B2B average order value. AMR Hair & Beauty is now poised for further expansion and growth.

This case study example showcases the power of a concise and impactful narrative.

To make their case analysis more effective, Shopify focused on the most relevant aspects of the customer's journey. While there may have been other challenges the customer faced, they only included those that directly related to their solutions.

Take a look at this case study template below. It is perfect if you want to create a concise but effective case study. Without including unnecessary details, you can outline the challenges, solutions and results your customers experienced from using your product.

Don’t forget to include a strong CTA within your case study. By incorporating a link, sidebar pop-up or an exit pop-up into your case study, you can prompt your readers and prospective clients to connect with you.

9. How a Marketing Agency Uses Visme to Create Engaging Content With Infographics

SmartBox Dental , a marketing agency specializing in dental practices, sought ways to make dental advice more interesting and easier to read. However, they lacked the design skills to do so effectively.

Visme's wide range of templates and features made it easy for the team to create high-quality content quickly and efficiently. SmartBox Dental enjoyed creating infographics in as little as 10-15 minutes, compared to one hour before Visme was implemented.

By leveraging Visme, SmartBox Dental successfully transformed dental content into a more enjoyable and informative experience for their clients' patients. Therefore enhancing its reputation as a marketing partner that goes the extra mile to deliver value to its clients.

Visme creatively incorporates testimonials In this case study example.

By showcasing infographics and designs created by their clients, they leverage the power of social proof in a visually compelling way. This way, potential customers gain immediate insight into the creative possibilities Visme offers as a design tool.

This example effectively showcases a product's versatility and impact, and we can learn a lot about writing a case study from it. Instead of focusing on one tool or feature per customer, Visme took a more comprehensive approach.

Within each section of their case study, Visme explained how a particular tool or feature played a key role in solving the customer's challenges.

For example, this case study highlighted Visme’s collaboration tool . With Visme’s tool, the SmartBox Dental content team fostered teamwork, accountability and effective supervision.

Visme also achieved a versatile case study by including relevant quotes to showcase each tool or feature. Take a look at some examples;

Visme’s collaboration tool: “We really like the collaboration tool. Being able to see what a co-worker is working on and borrow their ideas or collaborate on a project to make sure we get the best end result really helps us out.”

Visme’s library of stock photos and animated characters: “I really love the images and the look those give to an infographic. I also really like the animated little guys and the animated pictures. That’s added a lot of fun to our designs.”

Visme’s interactivity feature: “You can add URLs and phone number links directly into the infographic so they can just click and call or go to another page on the website and I really like adding those hyperlinks in.”

You can ask your customers to talk about the different products or features that helped them achieve their business success and draw quotes from each one.

10. Jasper Grows Blog Organic Sessions 810% and Blog-Attributed User Signups 400X

Jasper, an AI writing tool, lacked a scalable content strategy to drive organic traffic and user growth. They needed help creating content that converted visitors into users. Especially when a looming domain migration threatened organic traffic.

To address these challenges, Jasper partnered with Omniscient Digital. Their goal was to turn their content into a growth channel and drive organic growth. Omniscient Digital developed a full content strategy for Jasper AI, which included a content audit, competitive analysis, and keyword discovery.

Through their collaboration, Jasper’s organic blog sessions increased by 810%, despite the domain migration. They also witnessed a 400X increase in blog-attributed signups. And more importantly, the content program contributed to over $4 million in annual recurring revenue.

The combination of storytelling and video testimonials within the case study example makes this a real winner. But there’s a twist to it. Omniscient segmented the video testimonials and placed them in different sections of the case study.

Video marketing , especially in case studies, works wonders. Research shows us that 42% of people prefer video testimonials because they show real customers with real success stories. So if you haven't thought of it before, incorporate video testimonials into your case study.

Take a look at this stunning video testimonial template. With its simple design, you can input the picture, name and quote of your customer within your case study in a fun and engaging way.

Try it yourself! Customize this template with your customer’s testimonial and add it to your case study!

11. How Meliá Became One of the Most Influential Hotel Chains on Social Media

Meliá Hotels needed help managing their growing social media customer service needs. Despite having over 500 social accounts, they lacked a unified response protocol and detailed reporting. This largely hindered efficiency and brand consistency.

Meliá partnered with Hootsuite to build an in-house social customer care team. Implementing Hootsuite's tools enabled Meliá to decrease response times from 24 hours to 12.4 hours while also leveraging smart automation.

In addition to that, Meliá resolved over 133,000 conversations, booking 330 inquiries per week through Hootsuite Inbox. They significantly improved brand consistency, response time and customer satisfaction.

The need for a good case study design cannot be over-emphasized.

As soon as anyone lands on this case study example, they are mesmerized by a beautiful case study design. This alone raises the interest of readers and keeps them engaged till the end.

If you’re currently saying to yourself, “ I can write great case studies, but I don’t have the time or skill to turn it into a beautiful document.” Say no more.

Visme’s amazing AI document generator can take your text and transform it into a stunning and professional document in minutes! Not only do you save time, but you also get inspired by the design.

With Visme’s document generator, you can create PDFs, case study presentations , infographics and more!

Take a look at this case study template below. Just like our case study example, it captures readers' attention with its beautiful design. Its dynamic blend of colors and fonts helps to segment each element of the case study beautifully.

12. Tea’s Me Cafe: Tamika Catchings is Brewing Glory

Tamika's journey began when she purchased Tea's Me Cafe in 2017, saving it from closure. She recognized the potential of the cafe as a community hub and hosted regular events centered on social issues and youth empowerment.

One of Tamika’s business goals was to automate her business. She sought to streamline business processes across various aspects of her business. One of the ways she achieves this goal is through Constant Contact.

Constant Contact became an integral part of Tamika's marketing strategy. They provided an automated and centralized platform for managing email newsletters, event registrations, social media scheduling and more.

This allowed Tamika and her team to collaborate efficiently and focus on engaging with their audience. They effectively utilized features like WooCommerce integration, text-to-join and the survey builder to grow their email list, segment their audience and gather valuable feedback.

The case study example utilizes the power of storytelling to form a connection with readers. Constant Contact takes a humble approach in this case study. They spotlight their customers' efforts as the reason for their achievements and growth, establishing trust and credibility.

This case study is also visually appealing, filled with high-quality photos of their customer. While this is a great way to foster originality, it can prove challenging if your customer sends you blurry or low-quality photos.

If you find yourself in that dilemma, you can use Visme’s AI image edit tool to touch up your photos. With Visme’s AI tool, you can remove unwanted backgrounds, erase unwanted objects, unblur low-quality pictures and upscale any photo without losing the quality.

Constant Contact offers its readers various formats to engage with their case study. Including an audio podcast and PDF.

In its PDF version, Constant Contact utilized its brand colors to create a stunning case study design.  With this, they increase brand awareness and, in turn, brand recognition with anyone who comes across their case study.

With Visme’s brand wizard tool , you can seamlessly incorporate your brand assets into any design or document you create. By inputting your URL, Visme’s AI integration will take note of your brand colors, brand fonts and more and create branded templates for you automatically.

You don't need to worry about spending hours customizing templates to fit your brand anymore. You can focus on writing amazing case studies that promote your company.

13. How Breakwater Kitchens Achieved a 7% Growth in Sales With Thryv

Breakwater Kitchens struggled with managing their business operations efficiently. They spent a lot of time on manual tasks, such as scheduling appointments and managing client communication. This made it difficult for them to grow their business and provide the best possible service to their customers.

David, the owner, discovered Thryv. With Thryv, Breakwater Kitchens was able to automate many of their manual tasks. Additionally, Thryv integrated social media management. This enabled Breakwater Kitchens to deliver a consistent brand message, captivate its audience and foster online growth.

As a result, Breakwater Kitchens achieved increased efficiency, reduced missed appointments and a 7% growth in sales.

This case study example uses a concise format and strong verbs, which make it easy for readers to absorb the information.

At the top of the case study, Thryv immediately builds trust by presenting their customer's complete profile, including their name, company details and website. This allows potential customers to verify the case study's legitimacy, making them more likely to believe in Thryv's services.

However, manually copying and pasting customer information across multiple pages of your case study can be time-consuming.

To save time and effort, you can utilize Visme's dynamic field feature . Dynamic fields automatically insert reusable information into your designs.  So you don’t have to type it out multiple times.

14. Zoom’s Creative Team Saves Over 4,000 Hours With Brandfolder

Zoom experienced rapid growth with the advent of remote work and the rise of the COVID-19 pandemic. Such growth called for agility and resilience to scale through.

At the time, Zoom’s assets were disorganized which made retrieving brand information a burden. Zoom’s creative manager spent no less than 10 hours per week finding and retrieving brand assets for internal teams.

Zoom needed a more sustainable approach to organizing and retrieving brand information and came across Brandfolder. Brandfolder simplified and accelerated Zoom’s email localization and webpage development. It also enhanced the creation and storage of Zoom virtual backgrounds.

With Brandfolder, Zoom now saves 4,000+ hours every year. The company also centralized its assets in Brandfolder, which allowed 6,800+ employees and 20-30 vendors to quickly access them.

Brandfolder infused its case study with compelling data and backed it up with verifiable sources. This data-driven approach boosts credibility and increases the impact of their story.

Bradfolder's case study goes the extra mile by providing a downloadable PDF version, making it convenient for readers to access the information on their own time. Their dedication to crafting stunning visuals is evident in every aspect of the project.

From the vibrant colors to the seamless navigation, everything has been meticulously designed to leave a lasting impression on the viewer. And with clickable links that make exploring the content a breeze, the user experience is guaranteed to be nothing short of exceptional.

The thing is, your case study presentation won’t always sit on your website. There are instances where you may need to do a case study presentation for clients, partners or potential investors.

Visme has a rich library of templates you can tap into. But if you’re racing against the clock, Visme’s AI presentation maker is your best ally.

15. How Cents of Style Made $1.7M+ in Affiliate Sales with LeadDyno

Cents of Style had a successful affiliate and influencer marketing strategy. However, their existing affiliate marketing platform was not intuitive, customizable or transparent enough to meet the needs of their influencers.

Cents of Styles needed an easy-to-use affiliate marketing platform that gave them more freedom to customize their program and implement a multi-tier commission program.

After exploring their options, Cents of Style decided on LeadDyno.

LeadDyno provided more flexibility, allowing them to customize commission rates and implement their multi-tier commission structure, switching from monthly to weekly payouts.

Also, integrations with PayPal made payments smoother And features like newsletters and leaderboards added to the platform's success by keeping things transparent and engaging.

As a result, Cents of Style witnessed an impressive $1.7 million in revenue from affiliate sales with a substantial increase in web sales by 80%.

LeadDyno strategically placed a compelling CTA in the middle of their case study layout, maximizing its impact. At this point, readers are already invested in the customer's story and may be considering implementing similar strategies.

A well-placed CTA offers them a direct path to learn more and take action.

LeadDyno also utilized the power of quotes to strengthen their case study. They didn't just embed these quotes seamlessly into the text; instead, they emphasized each one with distinct blocks.

Are you looking for an easier and quicker solution to create a case study and other business documents? Try Visme's AI designer ! This powerful tool allows you to generate complete documents, such as case studies, reports, whitepapers and more, just by providing text prompts. Simply explain your requirements to the tool, and it will produce the document for you, complete with text, images, design assets and more.

Still have more questions about case studies? Let's look at some frequently asked questions.

How to Write a Case Study?

• Choose a compelling story: Not all case studies are created equal. Pick one that is relevant to your target audience and demonstrates the specific benefits of your product or service.
• Outline your case study: Create a case study outline and highlight how you will structure your case study to include the introduction, problem, solution and achievements of your customer.
• Choose a case study template: After you outline your case study, choose a case study template . Visme has stunning templates that can inspire your case study design.
• Craft a compelling headline: Include figures or percentages that draw attention to your case study.
• Work on the first draft: Your case study should be easy to read and understand. Use clear and concise language and avoid jargon.
• Include high-quality visual aids: Visuals can help to make your case study more engaging and easier to read. Consider adding high-quality photos, screenshots or videos.
• Include a relevant CTA: Tell prospective customers how to reach you for questions or sign-ups.

What Are the Stages of a Case Study?

The stages of a case study are;

• Planning & Preparation: Highlight your goals for writing the case study. Plan the case study format, length and audience you wish to target.
• Interview the Client: Reach out to the company you want to showcase and ask relevant questions about their journey and achievements.
• Revision & Editing: Review your case study and ask for feedback. Include relevant quotes and CTAs to your case study.
• Publication & Distribution: Publish and share your case study on your website, social media channels and email list!
• Marketing & Repurposing: Turn your case study into a podcast, PDF, case study presentation and more. Share these materials with your sales and marketing team.

What Are the Advantages and Disadvantages of a Case Study?

Advantages of a case study:

• Case studies showcase a specific solution and outcome for specific customer challenges.
• It attracts potential customers with similar challenges.
• It builds trust and credibility with potential customers.
• It provides an in-depth analysis of your company’s problem-solving process.

Disadvantages of a case study:

• Limited applicability. Case studies are tailored to specific cases and may not apply to other businesses.
• It relies heavily on customer cooperation and willingness to share information.
• It stands a risk of becoming outdated as industries and customer needs evolve.

What Are the Types of Case Studies?

There are 7 main types of case studies. They include;

• Illustrative case study.
• Instrumental case study.
• Intrinsic case study.
• Descriptive case study.
• Explanatory case study.
• Exploratory case study.
• Collective case study.

How Long Should a Case Study Be?

The ideal length of your case study is between 500 - 1500 words or 1-3 pages. Certain factors like your target audience, goal or the amount of detail you want to share may influence the length of your case study. This infographic has powerful tips for designing winning case studies

What Is the Difference Between a Case Study and an Example?

Case studies provide a detailed narrative of how your product or service was used to solve a problem. Examples are general illustrations and are not necessarily real-life scenarios.

Case studies are often used for marketing purposes, attracting potential customers and building trust. Examples, on the other hand, are primarily used to simplify or clarify complex concepts.

Where Can I Find Case Study Examples?

You can easily find many case study examples online and in industry publications. Many companies, including Visme, share case studies on their websites to showcase how their products or services have helped clients achieve success. You can also search online libraries and professional organizations for case studies related to your specific industry or field.

If you need professionally-designed, customizable case study templates to create your own, Visme's template library is one of the best places to look. These templates include all the essential sections of a case study and high-quality content to help you create case studies that position your business as an industry leader.

Get More Out Of Your Case Studies With Visme

Case studies are an essential tool for converting potential customers into paying customers. By following the tips in this article, you can create compelling case studies that will help you build trust, establish credibility and drive sales.

Visme can help you create stunning case studies and other relevant marketing materials. With our easy-to-use platform, interactive features and analytics tools , you can increase your content creation game in no time.

There is no limit to what you can achieve with Visme. Connect with Sales to discover how Visme can boost your business goals.

Easily create beautiful case studies and more with Visme

Trusted by leading brands

Recommended content for you:

Create Stunning Content!

Design visual brand experiences for your business whether you are a seasoned designer or a total novice.

About the Author

• AI Transformation
• Application Development
• Audience Engagement
• Channel Management
• Content Development
• Data Analytics
• Growth Initiatives
• Program Operations
• Strategic Planning
• Marketing Management
• Sales Management
• Operations Management
• Product Management
• Resource Center
• Diversity & Inclusion
• Community & Culture
• Contact Sales
• Contact Hiring

5 Essentials for Telling Your Customer Success Story

You’ve committed the time, the tools, and the talent. You’ve overcome challenges and emerged with a shining victory. Isn’t it time to toot your own horn a little? Your customer is ready to evangelize your brand, so now’s the time to share their experience with potential buyers.

A customer success story, also known as a client story or testimonial, is a narrative that describes a client’s experience with your company to raise brand awareness for your products or services. Prospects who read customer stories are in the consideration phase of the customer journey. In other words, they are still assessing your product or service before making a purchase. You should consider your success stories as a portfolio of real-life use cases that prove your company’s value.

Every success story is a chance for your business to connect with potential customers in a meaningful way. A strong narrative goes beyond dry facts and figures to touch on the human impact of business decisions. Further, a success story should include the challenge your customer faced before using your product, how the product impacted their business, and proof points to support your claims.

How to write a customer success story

A well-crafted customer success story is a proven tool for differentiating yourself from competitors and giving your prospects the information they need to make their purchase. By embracing the art of storytelling, you can elevate your brand narrative and forge stronger connections with your audience, ultimately driving business growth and fostering customer loyalty.

To help you learn how to write a customer success story that resonates and inspires action, we’re sharing effective client story examples, tips, and best practices. 

At Spur Reply, your success is our inspiration. We craft customer stories for clients spanning a legion of industries and specialties. In this blog, we will overview five time-tested, client-approved best practices for writing a compelling success story.

#1: Get to the point

When it comes to pitching your company via a success story, remember the mantra “short, but sweet.” You need to hook your reader immediately and leave a memorable impression. Case studies are traditionally broken down into three components: the problem, solution, and result. Throughout all three, remember to keep your language direct and straight to the point.

Answering three questions will help keep you on track:

• What was the obstacle you and your customer needed to overcome?
• What action(s) did you take to solve the problem?
• What positive outcome(s) did your product or service deliver to your client’s business?

It may be tempting to take detours into your company’s business philosophy or elaborate on related wins, but don’t get distracted. Less is more.

#2: Back up your claims

Authenticity is key to gaining a potential customer’s trust. Backing up your accomplishment with verifiable facts and data goes a long way to instilling confidence in your brand. Offer proof of your claims, either with facts and figures (quantitative data) or more general descriptions of positive qualities or characteristics your client gained from your product (qualitative data). For example, say you helped a client automate their team’s monthly performance data report process. Quantitative proof points could include the number of hours your client’s team saved from having to complete the process manually, how much direct revenue your client generated through freeing up their team members’ bandwidth, or a percentage that reflects the increase in report accuracy.

For inspiration on using quantitative data to back your claims, check out this client story example about how we helped Microsoft create better modeling within structured, synthetic data production.

If you or your client don’t have access to quantitative results, using qualitative proof points is also an effective way to demonstrate your product’s value. Back to our previous example, qualitative results might include stating that your client increased performance transparency, increased employee satisfaction, and engagement, or created a path that allowed their team to prioritize data analysis over data collection.

For a reference on how to use a combination of qualitative and quantitative data to share your results, check out this client story example about how we helped Microsoft conceptualize a new industry intersection between retail and healthcare.

#3: Use powerful language

Put away that test-marketed, legal department-approved corporate speak. Readers don’t want to be “sold.” They want to be inspired.

You’re excited about your success, so let that show in your writing. Use active verbs to give the story energy. Avoid run-on sentences with multiple clauses that might lose your reader. Employ “power words” that evoke a psychological or emotional response like, “breakthrough,” “superior,” or “conclusive” just to name a few. (Check out this website for more on power words.) This is your chance to seize the attention of potential new customers, so make it count!

#4: Share the struggles

Everybody likes a happy ending, but like any story worth reading, they also enjoy a little drama and conflict along the way. While it may be tempting to focus on everything that went right on your road to success—presenting a picture-perfect scenario from start to finish isn’t authentic or genuine, and your potential customers will see through it.

Walk the reader through the steps or process you took to address the challenge your customer faced. How did you build that particularly stubborn line of code that required hours of overtime to create? How did you overcome the sudden change in scope that sent the team scrambling to rethink the project’s parameters? Eschewing conflict in a success story may seem like an easy way to show your company in the most favorable light possible, but your reader will better connect with the story through candor.

#5: Include a testimonial

Your business’ success could be the most groundbreaking advance in your field this year, but how is it helping others succeed? Readers want to feel like they’re connecting with another human being, not like they’re being sold to by a faceless entity. Consider including experiences of real beneficiaries to add that touch of empathy and authenticity by asking your client for a testimonial. A testimonial puts a face to your claims and serves as a real-life example of the value your product or service provides. Testimonials are essential to your story as they help establish trust and credibility among prospects and customers.

An enticing testimonial goes beyond a general recommendation of your product or service. The quote should explain the challenge your product or service addressed, along with specific outcomes your product delivered as a result. Additionally, you can use the testimonial in other sales and marketing materials such as pitch decks, website pages, and social media posts.

Here’s an example of a testimonial we used from our client at Microsoft to share the impact of our collaboration in launching their first-ever Artificial Intelligence (AI) Business School.

The power of storytelling

So, what is a customer story to us? It's more than just a testimonial or case study; it's a testament to the transformative power of how our clients serve their customers and the enduring partnerships they build with them. In our digital world, innovation moves at lightning speed. It's crucial for your audience to understand not only the technical aspects of your products and solutions, but also the human stories and emotion behind them. By creating success stories, you can uncover and convey how you made your customers feel and effectively communicate the transformative impact of your business.

No matter what new product, technology, or solution you’re writing about, making that emotional, human connection through a story with a clear beginning, middle and end can help readers better understand how it benefits them. Using language that resonates with the audience, describing the challenge your company helped solve and the process you took to get there, in addition to backing up your claims through data and testimonials are the key elements to telling a story that will convert prospects to customers.

Interested in creating success stories that resonate with your target audience? You can trust that Spur Reply has the expertise and experience to bring your business victory to life. We’d love to chat .

Adam Reinhard

Related articles.

The Difference Between a Customer Story and Case Study

When talking with home builders and remodelers, I often use the terms case study and customer story interchangeably, but they are actually two different types of projects because of the detail and depth required to write each one. Both are enhancements of a customer testimonial, so let’s start there.

A customer testimonial is a short, direct quote from your customer that expresses satisfaction for the product (new home or renovation) and service they received from you throughout the project. Testimonials are usually just a few sentences long, and although they express satisfaction and gratitude for a job well done, they often lack depth . Most homeowner testimonials sound something like this:

“Thank you to JL Smith Building and Remodeling Company for a beautiful job building our addition. Their team was professional throughout the entire process, and they were extremely courteous in working around our family’s crazy schedule. We’d highly recommend them. Thanks Jay and Linda for a job well done!” – R. Hackman

Testimonials are great to use in marketing, such as in newsletters or marketing brochures, as a quick blurb, but they lack the power of detail that can be found in customer stories and case studies.

A customer story (sometimes referred to as a customer success story) is a more comprehensive account of your customer’s experience. It is, in fact, a story and is usually written in article form. It contains details of the project, direct quotes from the customer, and paints a clear picture of the project – from start to finish. It is usually only 1-2 pages in length, and not only does it cover the problem, solution and results , it reveals why your customer chose you for their project.

Picture a customer story like an article you’d see in a magazine, such as Better Homes & Gardens , or on practically any HGTV show. It starts by providing some background on the homeowner and why their current home isn’t fitting their needs. For instance, if they built a new home with you, there is an explanation of why they elected to build a new home (instead of remodel), an account of the creative solution you provided to design and build their new home, and a detailed testimonial of why they are so thrilled with the results.

A case study provides even more details and specifics than a customer story. In addition to the above, it showcases the “how” – how a solution was delivered and/or how the solution works in the customer’s environment. Case studies will involve tangible measurements of results (such as cost savings or increases of efficiency). They are often written for use in the technology industry, or in the case of construction, manufacturers will use case studies to educate contractors about new building materials – and persuade them to incorporate these new materials in upcoming projects. Another application would be if a builder installs a high-efficiency furnace, for example, he may team up with the manufacturer to develop a case study for that particular aspect of the home.

As you can see, the detail is what distinguishes a testimonial from a customer story from a case study, and new home builders and remodelers will most often use testimonials and customer success stories in marketing their business. However, all have the same goal in mind: educate potential customers, gain credibility and validate your products/services.

Share this post with your friends

© 2007-2023 | Tess Wittler Marketing, LLC | Content Marketing & Consulting | Lake Tapps | Tacoma | Seattle | Washington

10 B2B Case Study Examples to Inspire Your Next Customer Success Story

• October 24, 2023

Case studies, also known as customer stories, are valuable content assets for attracting new customers and showing your expertise in a competitive market.

The more case studies you have, the simpler it gets for your customers to make decisions.

Case studies provide a firsthand experience of what it’s like to use your product or service, and it can give an “Aha!” moment to potential customers.

While product demos and white papers are great for generating leads, their use is limited to highlighting product features. 

On the other hand, case studies showcase the transformation a business has undergone while using your product.

A case study offers potential customers a glimpse of the positive changes they can expect, which is more compelling than simply showcasing your product or service’s excellence.

• Customer mission should be given at the beginning
• Follow up about specifics and metrics
• Use quotes from their side to highlight
• Work out the biggest benefits of your offering and make reference to them
• Make sure your success story follows a brief and logical story structure

In this article, we’ll review 10 examples of outstanding case studies that have collectively helped secure millions in new client business. Let’s get started.

What Is A Case Study?

In simple terms, a case study highlights how a product or service has helped a business solve a problem, achieve a goal, or make its operations easier. 

In many ways, it’s a glorified and stretched-out client testimonial that introduces you to the problem that the customer is facing and the solution that the product has helped deliver. 

Case studies are invaluable assets for B2B SaaS, where sales cycles tend to get lengthy and costly. They’re a one-time investment that showcases your product’s features and benefits in rooms your sales team can’t be in. 

What Makes A Good Case Study? 

There is no one-size-fits approach to a good case study. 

Some case studies work better as long, prose-forward, and story-driven blog posts. Whereas some are better as quick and fast-fact content that doesn’t add to the chatter but gets straight to the point. 

Here are some of the tenets of good case studies:

• Product-Led : Focuses on showcasing the product as the solution to a specific problem or challenge.
• Timely : Addresses the current issues or trends relevant to the business’s ideal customer profile (ICP) . 
• Well-structured: Follows a clear, organized format with easily digestible writing style and synthesis. 
• Story-driven: Tells a compelling and relatable story that puts the reader in the customer’s shoes. 

Case studies must tell the customer’s story regardless of style or content density.

Other than that, visuals in case studies are powerful in increasing conversion rates, by providing real evidence and taking attention.

Companies can also use their website, social media, and newsletters to promote case studies and increase visibility.

Below, we have ten diverse case study examples that embody these principles. 

B2B Case Study Template from Our Team

We will share great and proven B2B case study examples that you can get inspired by in the following section, but before that, let’s take a look at an easy and effective template from our team.

10 Best B2B Case Study Examples To Take Inspiration From

Plaid is a fintech company specializing in equipping users with a secure platform to connect their bank details to online applications. Addressing the pressing concern of financial security, Plaid leverages compelling case studies to showcase the remarkable transformations their clients experience.

Take Plaid’s case study of Betterment, for example. 

The study begins by stating the goal that the customer is trying to achieve, which is to “onboard new users and drive engagement.” Right next to the goal is company details, and followed below is a singular problem and its solution.

The case study continues by keeping the business’ desired result front and center and offers a generous outlook on the SaaS business.

The core process of how Plaid helps Betterment is cleanly laid out, which is a brief version of a ten-page white paper. 

What follows are several benefits that Plaid offered to Betterment. 

Plaid’s subtle yet effective product integration and clear, well-organized process make it simple for customers facing similar challenges to envision the solution.

2. SalesHandy

SalesHandy is an email automation software that personalizes high-volume cold emails. The company heroes client success stories for its case studies and opens the heading with their wins. 

Check out this B2B case study example from Sedin’s case study published by SalesHandy.

Readers need context, and case studies should always begin by outlining the exact problems their product or platform aims to solve. 

Here, SalesHandy expertly introduces us to Sedin’s use case and the challenges that the business is facing.

After a lengthy context, the case study highlights Sedin’s core challenge in the words of its personnel. 

This personable approach ropes readers in and lets them empathize with Sedin’s challenges. 

With a single scroll in, SalesHandy lays out the solutions to Sedin’s core challenges and integrates its product. 

This highly detailed case study covers all corners and includes the exceptional results achieved in record time. SalesHandy closes the study with a word from the character already introduced to the readers. 

SalesHandy doesn’t shy away from giving a detailed account of its process, which is crucial for highly technical products and enterprise packages that involve multiple decision-makers. 

B2B Case studies, first and foremost, should be written in a language that your ICP understands. 

Playvox is a customer service platform that helps businesses streamline business operations. 

This industry-specific case study of Sweaty Betty by Playvox addresses unique challenges within a niche industry, such as account assessment times for retail and online shops. 

The case study starts with the results it achieved for Sweaty Betty. 

The case study follows a straightforward, albeit impactful, challenges-solution-results format as we scroll down. 

But instead of listing out solutions in bullet points, Playvox uses customer voice to present the transformation that Sweaty Betty went through. 

With this formatting, Playvox doesn’t have to tout the platform’s usefulness. Sweaty Betty is doing it for them. 

4. Base Search Marketing

We promised diverse case studies, and here is a stellar B2B case study example of a single deck case study of Shine Cosmetics by Base Search Marketing.  

Base Search Marketing is a boutique link-building and SEO agency that works with startups and mid-level businesses. 

This case study, which can be reviewed as a brochure, gives you an overview of the customer and lays out the challenges that the business is facing. 

You’ll notice how the study uses the CEO’s quote to mention a pretty universal problem that most startups face: “limited resources.”

By highlighting the results in the left tab and laying out the process on the right side, this case study does a masterful job of covering all corners and telling a desirable customer success story.

Another approachable form of case study is slide decks, which you can present in boardrooms and meetings and act as a sales pitch. 

Loganix nails it with its case study deck for rankings.io. 

If you have a complicated product or service requiring an in-depth explanation, then using this format would be a great option. 

The solution, stated in simple bullet points, drives the message home.

Fewer words. Cleaner decks.

Using this methodology lets the audience walk through the case study with visuals, bullet points, and concise text. 

6. CoSchedule

CoSchedule is a SaaS leader in the social media space, and this Outcome-led Case Study proves just why it is so good at capturing the markets.

The study kicks off with a result-forward headline, piquing the interest of readers who are interested in getting similar outcomes. 

There’s much to appreciate in this succinctly written case study, but the headlines get our attention and hold it.

With every scroll, results are presented to you in the form of graphs, quotes, and visuals. 

The study ends with a quote from the customer, which repeats the outcome stated in the headline. 

Leading remote teams is a challenge that numerous teams will face moving forward. CoSchedule makes operations easy for these teams, and it doesn’t shy away from stating just how through its case study. 

7. Wizehire

Case studies have evolved from lengthy blocks of text confined to PDFs to a new digital era emphasizing impact over verbosity.

Wizehire’s succinct case study is a prime example of this shift. It uses fewer words to create a powerful impression.

From the very first page, the case study introduces us to Kris, the customer and central figure of the story. Without the need for extensive scrolling, we quickly grasp vital details about Kris: his role, employee turnover, location, and industry. 

In the second slide, we are immediately taken to the solution that Kris got by working with Wizehire. 

The case study ends with a passionate testimonial from Kris, who deeply believes in Wizehire. 

The case study has less than 300 words, enough for local entrepreneurs like Kris Morales, who want to hire talent but don’t have the resources for proper vetting and training. Until, of course, Wizehire comes along. 

8. FreshBooks

When a reader can see themselves in a case study, it takes them one step closer to wanting to try the product.

This case study by Freshbooks uses a beautiful personal story of an emerging entrepreneur. 

Using a deeply personal story, the study appeals to people who are just starting and aren’t accountants but suddenly have to deal with employee invoices and a dozen other bills. 

The text progresses in an interview-style study, with the customer taking the mic and illustrating the challenges that startups and small businesses face. 

This style works because readers crave insights directly from customers. Getting authentic testimonials is becoming increasingly challenging. Well-crafted case studies can be valuable substitutes, provided they seem realistic and from the heart. 

Featuring quotes or testimonials from satisfied customers throughout the case study adds to its credibility and authenticity. Just like this testimonial Case Study by Slack .

Slack is a giant in the realm of digital communication, with more than 20 million active users worldwide. However, it is tough to break into the market of group communications. After all, Slack competes with both WhatsApp and Microsoft Team regarding market share. 

To level the playing field, Slack features case studies from top entrepreneurs and market players who have been served well by it. 

Its case studies are laden with personal stories about how the platform boosts productivity. 

At the same time, the software also plugs in the “try for free” banner to make sure that customers are aware of the inexpensive nature of the software.

It’s not easy to get such detailed testimonies from the C-suite, but when you’re Slack, businesses tend to make an exception. 

Some case studies are based on highly niche subjects, where nothing is at the top of the funnel. Kosli nails it with this highly technical case study of Firi.

Technical case studies are designed for niche audiences who are already aware of the problems that the software can solve. Case studies like these are clean and smart and come with solutions that have a counterpart solution. 

There is absolutely no fluff and nothing that can be a reason for C-suite executives to bounce from. 

It’s full of information-packed pages designed to hook the reader in and present the tool as a formidable solution to their problem. 

You’ll notice how they weave Kosli through the entire case study, and the first-person report comes from the customer. 

B2B Case Study Examples In Short

In the B2B SaaS industry, converting new leads and securing new business has become increasingly challenging. In this landscape, impactful content assets such as case studies and customer stories are sometimes the only things moving the needle. 

Crafting a compelling customer story empowers brands to enable potential customers to engage directly .

🚀 Customer stories evoke empathy from buyers

🤝 Customer stories help build up your relationships with vocal brand advocates

⬇️ Customer stories lower your prospects’ information cost

Once you’ve determined the most effective way to convey information that resonates with your leads, you can collaborate with your content and design teams to create impactful case studies to generate new business and prove your expertise and experience in the market. 

Zeynep Avan

10 Signal Based Selling Signals to Aquire Qualified Leads

Signal based selling is a strategy to identify the signals that show buying intent and acquire qualified leads and let’s list 10 of them.

3 6sense Alternatives

Don’t sign a contract of +2 years without clear return on your investment. UserMotion identifies customer data to reveal buyer intent signals.

Is Signal-Based Selling Just Renamed Lead-Scoring?

In sales and marketing, the terms “signal-based selling” and “lead-scoring” often come up. But are they really different?

Predictive Lead Scoring Software for B2B SaaS

• Predictive Lead Scoring
• Customer Health Scoring
• Churn Prediction
• Automated Playbooks
• Documentation
• Status Page
• PLG Playbook

Latest from UserMotion

kovan studio, inc.

• Privacy Policy
• Terms Of Service

• kmtraining09

log in help

• Pages & Files

to organize & manage your digital files & messages. Very soon, Dokkio will support Outlook as well as One Drive. Check it out today! to the workspace. Already have an account? !   last edited by 15 years, 1 month ago In groups, participants discussed the key characteristics of success stories, case studies, lessons learned and best practices and instances when they could be generated and documented. Follow the links to read the outputs of the process.           Following a round of  participants shared their observations on the differences as well as the process of speed geeking.   One person suggested that it doesn't really matter how you name the outputs ie. as best practices, success stories, etc. as long as the process to generate them empowers those who own the story. At the same time, it was also pointed out that there are many overlaps so it was important to be clear what is being captured.    In terms the process, it was suggested that speed geeking is a high learning process which could be used at any level but it should address what you are trying to achieve. There should also be time in the rounds for people to contribute by asking questions or commenting. In addition, the process is one of the products and should be kept simple.      Insert links to other pages or uploaded files. Loading... To turn text into a link, highlight the text, then click on a page or file from the list above. Comments ( 0 ) You don't have permission to comment on this page. PBworks / Help Terms of use / Privacy policy / GDPR About this workspace Contact the owner / RSS feed / This workspace is public Join this workspace Already have an account? Log in ! This is your Sidebar, which appears everywhere on your workspace. Company Policies Contacts List Documentation Project Tracker Room and Equipment Reservations Recent Activity More From Forbes 4 case studies of businesses that scaled to greatness. Share to Facebook Share to Twitter Share to Linkedin Joe Camberato is the CEO and Founder of National Business Capital , a leading FinTech marketplace offering streamlined small business loans. Have you ever wondered why some companies succeed in unimaginable ways while others fade into obscurity? The best way to understand how to scale a company is to look at how the most successful companies have done it. Let’s look at four companies that started out small and become global players in their industries. Amazon is one of the best-known companies in the world, so it’s easy to forget that founder Jeff Bezos started the company out of his garage . In 1994, Bezos financed Amazon, which began as an online bookseller, with $10,000 of his own money. Amazon experienced many losses during its early days, but its revenue quickly grew from $4.2 million to $8.5 million in 1996. The company went public in 1997, and the following year, it expanded beyond books. One of its biggest game changers came in 2005 when the company launched Amazon Prime, its subscription service. There are 180 million Prime members in the U.S. alone. NYT ‘Strands’ Hints, Spangram And Answers For Sunday, August 18th ‘inside out 2’ debuts on digital streaming this week, trump vs. harris 2024 polls: harris leads in 2 major surveys—up 6 points in 1 poll. Amazon’s continued commitment to innovation has led it to be one of the world’s most successful companies. Amazon provides its customers with almost unparalleled convenience. Under Armour In 1996, Under Armour was founded with the idea of creating a T-shirt that wicks sweat away more efficiently and keeps athletes dry. The company started small , with founder Kevin Plank selling T-shirts out of the trunk of his car and to his former teammates on the University of Maryland’s football team. Under Armour made several iterations of its original prototype, and the T-shirt was a huge success. The company began growing organically. Plank wanted to increase the company’s growth, so in 1999, he decided to take out an ESPN ad for $25,000 . It was a risky move at the time, and employees agreed to go without pay for a couple of weeks so the company could afford the ad. However, the risk paid off, and Under Armour generated $1 million in sales the next year and dramatically increased its brand recognition. Under Armour’s initial funding came from Plank , but the company went public in 2005 . Under Armour began to diversify and release new products, but it never lost focus on its central mission—improving the performance and comfort of all athletes. In 2007, Brian Chesky and Joe Gebbia couldn’t afford the rent for their San Francisco apartment, so they decided to rent out their loft space to earn some extra money. They didn’t want to post an ad on Craigslist , so they decided to create their own rental site. In 2009, they were accepted into Y Combinator and received $20,000 in funding . Airbnb later received another $600,000 in funding in a seed round, despite receiving a lot of early resistance. By 2014, Airbnb had more than 550,000 properties listed worldwide and 10 million guests. One of its keys to success is its focus on the user experience. By allowing people to rent out their homes, the company gives the average person a way to earn an additional stream of income. In 1997, Netflix was started as a DVD rental service to help customers avoid getting hit with late fees. Customers selected the movies and TV shows they wanted online and could then have them delivered to their homes. In 1999 , founder Reed Hastings introduced a subscription-based model. Once customers were locked into a monthly subscription, they were more likely to rent more movies. In 2000, Netflix released its Unlimited Movie Rental program, which allowed customers to rent an unlimited number of movies each month for a monthly subscription of $19.95. In 2007, Netflix launched its online streaming service, and that was the first year the company surpassed $1 billion in revenue. The company later began entering into content licensing deals with television studios and, in 2011, started producing its own original programming. Netflix has been a success because the company is flexible and able to adapt quickly to changes in the marketplace. And Netflix’s founders were able to see the long-term vision for what the company could become, unlike companies like Blockbuster. Tips On Scaling Your Business Scaling a business is the ultimate goal for most entrepreneurs, but how can you make it happen? First, it’s important to understand the difference between growth vs. scaling. Growing businesses focus on getting bigger and acquiring more customers and more team members. In comparison, scaling focuses on efficiency. Scalable companies can serve more customers without significantly more effort. It’s near-impossible to scale a company by yourself, so you should ensure you have the right team in place. This isn’t just about bringing on more employees. It’s about finding those few, highly specialized employees who can help you move the company forward. Research from McKinsey found that the highest performers are 800 times more productive than average employees in the same role. Focus on finding and keeping the right staff of people who believe in the company’s mission. My company started with me. I worked as hard as I could and made some great progress in the beginning, but a business can only reach a certain level with only one person. It started with one hire, then two, then three. Before long, I was surrounded by amazingly talented people, and the business started to grow beyond what I was able to achieve on my own. You also need to focus on understanding your customers and maintaining quality customer service. As companies start to scale, maintaining a high level of customer service becomes increasingly difficult. Ensure you’re meeting your customers’ needs by creating standard operating procedures, automating what you can and investing in 24/7 live chat. Scaling your business requires investing in technology and systems, which aren’t cheap. Even if you don’t need the funds yet, start identifying potential banks or online lenders where you can access a loan or ongoing line of credit. Finding the right financing opportunities allows you to build the infrastructure necessary to scale. Forbes Finance Council is an invitation-only organization for executives in successful accounting, financial planning and wealth management firms. Do I qualify? Editorial Standards Reprints & Permissions 10 Best Case Study Video Examples You Can Copy to Build Trust for Your SaaS Business October 26, 2022 Content Strategy The play button is the most compelling call-to-action on the web. Michael Litt Your SaaS business might be sleeping on an underrated approach to showcase notable success stories – case study videos. This claim is well-founded too! A joint survey report by Vidyard and Content Marketing Institute, released in the fall of 2021, revealed that an overwhelming majority of content marketers believe that video has become more important to their organizations. 51% of the respondents shared that they use video to present case studies or customer stories. Moreover, 48% of respondents believed these videos produced the best content marketing results in the previous 12 months. Moreover, according to G2 , 84% of marketers say video marketing improves lead generation. On the other side of the counter, 94% of users say that videos help them make purchase decisions. Underutilization of Case Study Videos However, many SaaS businesses need to pay more attention to the power of case study videos. Why do we say so? While conducting extensive research for this content piece, we combed through dozens of SaaS websites and noticed fewer case study videos than traditional text-based ones tangibly. Moreover, we have yet to find SaaS businesses habitually embedding such videos to supplement their blog-style case studies. This golden practice can improve the chances of Google indexing your case study video and encourage visitors to stay on your site longer. Pro tip: If you need 30 standout SaaS growth hacks to attain double the growth for your SaaS business, fill out the form below! But before you move ahead with a case study video to showcase the value of your work and grow your business, it will be beneficial to understand the building blocks of a case study video. Elements of a Successful Case Study Video Seven elements go into making a case study video, which can state having “hit the home run.” Let’s touch upon them briefly. #1 – Compelling storytelling It helps to present your case study video by incorporating storytelling frameworks. One such example is “The Hero’s Journey” framework. You can read our article on how this framework can help us decode why the Squid Game is so popular . #2 – Relatable pain points Your case study video is more effective if it highlights your ideal customer profile’s pain points. For example, a case study on software targeted towards small and medium-sized businesses will resonate more if it showcases related users who discuss their pain points and hurdles. #3 – Backed with data A case study video doesn’t have to be devoid of numbers! Armed with credible statistics, your clients can mention, as a “matter of fact,” the efficiency their business has achieved from your services – man-hours saved, reduced operating costs, and increased revenues. #4 – Embedded with social proof A case study video allowing multiple stakeholders to talk about your service adds to social proof. It’s contagious! #5 – Video elements – script, music, visuals A case study video allows you to add emotion to the storytelling. You have the leeway to add stage-appropriate sound effects and compelling visuals. This is an addition to your primary arsenal, the script. #6 – SaaS product showcasing A well-produced case study video also allows you to give your prospects a peek behind the curtains and showcase how your SaaS product looks and works. #7 – Ideal duration What is the optimal video length? Take it from the leading SaaS internet video hosting and analytics company, Wistia – 2 minutes is the sweet spot . 10 Best Case Study Video Examples You Can Copy Now that we have established the vital elements of a case study video, let’s learn from some examples from the past twelve months. Additionally, we’ll explain why we chose to present the selected video case studies. #1 – Tableau #2 – slack, #3 – drift, #4 – canva, #5 – xero, #6 – grammarly, #7 – hubspot, #8 – salesforce, #9 – workday, #10 – dropbox. In the Tableau case study video, viewers can delight themselves by viewing stunning visuals aided by tight-knit storytelling. The case study highlights why the product is a perfect fit for solving the client’s pain point of visualizing constant streams of vast and disparate data. Their client’s goal is to deliver a superior customer experience. Viewers can easily understand how the data visualization software helped the client achieve their business goals. The case study allows employees throughout the hierarchy to share how Tableau makes their work more efficient and productive. The case study showcases snapshots of the software and provides actionable use cases. The video wraps up in just over 2 minutes. In the Slack case study video, one can see an authoritative thumbs up from Samsung’s Vice President of Framework R&D Group of its mobile communications division. The case study discusses the pain points of using Slack alternatives like email and messengers. To support these claims, the client talks about the positive effects of adopting Slack, like smoother communication, a stronger organizational culture, and a boost in productivity. The client inadvertently provides social proof of Slack and its credibility by mentioning it received adoption from a giant like Samsung since many other high-profile businesses vouched for it. Viewers can also receive a walkthrough of the application and its custom use cases, such as creating topic-specific “channels” and creating bots. This case study is shy of 5 minutes in length but an engaging and pleasant watch. In the Drift case study video, target users can immediately relate to critical sales metrics that Drift helps to improve. The customer discusses how Drift helped improve common pain points, such as the “engagement and connection with the customers and prospects” and “help in pipeline acceleration.” Moreover, it provides a use case of Drift to better engage with customers and prospects in a highly personalized way. To add weight to their claims, the client also shares increased sales figures after implementing the software (>$1 Billion) and improved response time by sales development representatives (<5 minutes). It is a simple case study video with minimal post-production efforts. The case study spans just under 3 minutes in length. In the Canva case study video, viewers can immerse themselves in a fast-paced video filled with popping visuals. The case study brilliantly captures the brand’s vibe and target audience. Wondering how? It showcases how the software allows small businesses and non-tech-savvy people to follow their dreams and be creative. Viewers also receive a walkthrough of the software to see how intuitive and seamless it can be to use. The case study is a minute and a half in length. In the Xero case study video, viewers can immediately identify the target audience of “accounting software for small businesses and their advisors.” This light, breezy case study provides context around the client’s business and which offerings it is using from the Xero product suite. The case study carefully mentions common pain points that the software resolves by stating features like “cloud-based,” “synchronization,” and “user-friendly,” which “helps to streamline operations and be efficient.” The case study also gives an example of a typical use case by the client and the efficiencies it achieved (saving more than 200 man-hours per year.) The case study is just under two minutes in length. In the Grammarly case study video, viewers can learn from an appropriate user base, the client’s content marketing team, who advocate for its usefulness and efficacy. The case study offers pleasing visuals and a soothing background score. The client vouches for the software by allowing different employees to share how they managed to communicate the brand voice and tone in an intended manner. The case study uses motion graphics to show how the software operates in real time. These visual cues are incorporated in parallel as employees share critical statistics about “style guide suggestions” from Grammarly. Moreover, to provide concrete social proof, The client calls Grammarly an extension of their team. The case study is just under three minutes in length. In the HubSpot case study video, prospects can learn about the software’s capabilities and dependability in a crystal clear manner. The case study seamlessly narrates what prompted the need to adopt HubSpot, its onboarding, and its ensuing benefits. The case study addresses common pain points faced by the client’s sales team – working in silos – to how HubSpot allowed them to “talk to one another” and ensure consolidation and simplification. The client champions the ease of transition without requiring lengthy delays and hiring expensive outside talent. Moreover, a product walkthrough highlights the different features which have led to better user experience and dramatically driven product adoption. Giving a confident thumbs up for HubSpot, the client also sheds light on how they aim to integrate HubSpot deeply in the future. This case study is just over two minutes long. In the Salesforce case study video, viewers can enjoy a fast-paced, well-produced case study of two business partners working together towards a common goal. In addition to giving an overview of the vast scale of operations conducted by Dell, the case study spotlights the Chief Information Office and Chief Data Officer of Dell to lend authority to the case study. The case study gives statistics on how many Dell employees used Salesforce at the onset of the pandemic—a whopping 150,000. Employees at different levels of the organizational chart mention important aspects enabled by Salesforce – “structured processes,” making the “sales organization more productive,” “providing a 360-degree view of the sales cycle,” and “offering a single source of truth information at their fingertips.” To add social proof, a senior Dell employee states that she works for “two companies” – since Dell and Salesforce dedicate themselves to achieving a common goal. The Workday case study video is a noteworthy example of letting each stakeholder present an honest review of using a product or service. This case study offers a pleasant viewing experience. It establishes context around the client and the core issue of improving the experiences of students, faculty, and staff – fulfilling their basic “expectations.” The case study gives a product walkthrough and presents a before and after picture. Then, stakeholders establish social proof by describing the software using terms like “integrated, accessible, responsive, and user-friendly.” The case study is three minutes in length. Consider the Dropbox case study video as a short film, if you will! It utilizes beautiful storytelling and high production value to present the “rising from the ashes” effect of the software on a stagnating town. With the odds heavily stacked against the “protagonist,” the case study provides context around the product’s adoption and subsequent dependency. Aided with a product walkthrough, the client presents use cases of how the software helped lay the foundation for their small business and build and catapult it to success. The case study ends poignantly, showcasing how the client and their local community thrived in trying times because of Dropbox. The software helped them become “anti-fragile.” This case study is just over four minutes long. Parting Thoughts To round up this piece, here are some important takeaways on publishing case study videos your SaaS business should consider implementing from the get-go: Establish from the outset how to implement the seven successful elements in your case study video Build relatability by shedding the spotlight on your ideal customer profile and presenting credible statistics of your SaaS product solving their common pain points Demonstrate how your product works using walkthroughs Bring out your creativity! Don’t underestimate the power of catchy visuals, sound effects, and tight-knit storytelling to drive home your point Side note: Are you just getting started with making case studies? Consider reading our piece on 8 B2B SaaS case study best practices to get more leads and customers ! We are a content marketing agency that brings business, not just website traffic. We curate well-researched and engaging content as per your company’s requirements and philosophy because we believe in the power of meaningful information. Does your B2B (SaaS) business want a case study prepared to get more leads and users? Let’s connect over a short call. Block our calendar today! If you wish to read more goodness, subscribe to our newsletter. We send value to your inbox only once in 15 days. Related Posts “Best Cybersecurity Software”: Decoding The Success Behind The Top 3 Search Results Ranking For This Keyword “Free Fleet Management Software”: Analyzing Why Top 3 Search Results Rank At The Top “Free Project Management Software”: What Makes the Top 3 Articles Dominating the SERPs for This Keyword Stand Out What we offer, expert driven content. Your audience needs real answers, not just generic information.  We help you deliver more than just facts to your audience… LinkedIn for Brand Turn your social media from just another task into a powerful way to connect with people who get what you’re about… LinkedIn for Founder 82% of customers lean towards trusting companies whose leadership is actively engaging on social media platforms… Work With Us Experts Driven Content (+91) 7042150300 (+65) 9136 9748 +1-858-215-2757 [email protected] India | Singapore Privacy Policy Terms & Conditions PROTECT YOUR DATA This site uses cookies and related technologies for site operation, and analytics as described in our   Privacy Policy. You may choose to consent to our use of these technologies, reject non-essential technologies, or further manage your preferences. Experience new growth possibilities with Microsoft Advertising today > Chewsy, a leading provider of innovative vitamin gummies has already become a fan favorite among consumers on Amazon and 5,000+ retail stores.  Their goal was to continue to grow awareness and favorability of the brand with their very first OTT campaign. So, Chewsy reached out to Microsoft Advertising to utilize our expertise to develop a strategy that would maximize marketing spend and grow revenue. The solution Chewsy and Microsoft Advertising worked closely to develop a strategy designed for success by: Highlighting their new creative designed by Rally On. Launching the campaign in less saturated markets like Austin and Dallas versus a large city to maximize spend and impact. Leveraging demographic and behavioral signals to target health-conscious people most likely to buy vitamins. “Our organic search numbers on Amazon almost doubled. We also saw a huge sales increase at Whole Foods and Target in these markets, which means the ads resonated. These ads didn't just create online impulse buys—people thought to buy Chewsy next time in the store." — Faryn Duncan​, Marketing Manager, Chewsy The results The results were impressive. During the campaign flight, Amazon sales increased +16% in the campaign markets. Amazon organic search traffic increased +64%, and overall website traffic increased +13%. Ready to get started with us? Stay informed. Sign up for the Microsoft Advertising Insider newsletter to keep up with the latest insights, product news, tips and tricks, thought leadership, customer case studies, and resources. Recommended for you How InnoGames increased ROAS by more than 2.5x with Audience ads August 12, 2024 How Estácio generated over 22 million impressions with Microsoft Advertising July 29, 2024 How Gandalf achieved a 1316% ROAS and 100% overall higher revenues with Microsoft Advertising March 01, 2024 Skip to main content Skip to search Skip to footer 建立合作伙伴关系，成就无限可能 通过与思科建立合作伙伴关系，您可以享受一系列专享优势，例如能给您带来丰厚回报的各种计划和专业化认证、打造现代化业务所需的培训和支持，以及助您全面提升能力和实现销售策略转型的丰富机会。 注册为思科合作伙伴或关联您的账户 使用您的思科账户登录，将您的公司注册为思科合作伙伴以获取合作伙伴专属内容的访问权限。 使用您的思科账户登录，将该账户与现有思科合作伙伴公司关联，以获取合作伙伴专属内容的访问权限。 提升您的盈利能力是我们的首要目标 我们的计划采用灵活的架构，可帮助您为客户创造更大价值。 培训可助力您创造现代化的营销方法和定制营销活动，打造顶级数字化社区。 探索在思科的帮助下全面提升能力和应对不断变化的客户需求的可能性。 成为思科合作伙伴，真正收获出色成果 成功的企业不会墨守成规。思科合作伙伴 AmpThink 不仅全心投入，更勇于变革，逐步迈向成功。 作为非裔美国人思科合作伙伴社区的首批成员之一，TGS 正在致力于为其他黑人企业创造机会。 合作伙伴积极帮助客户集成、构建和购买所需的解决方案、软件及服务，并提供咨询建议。 @CiscoPartners 132 IMAGES Case Study/Success Stories by Appy Vohra for AddThis on Dribbble Success Stories Case Studies and Success Stories:Workspace Management with Room Manager Case study/Success story sample_1 Mobile Apps Case Study & Client Success Stories Success Stories COMMENTS What is the Difference between Success Stories and Case Studies? This article identifies the differences between Success Stories and Case Studies so you can determine which content type is right for you. What Is a Case Study & Customer Success Story? A case study, also called customer success story, is a product marketing document used to show how your clients solved a business problem with the aid of your product or service. Case studies include statistics, quotes, and concrete examples with the goal of credibly demonstrating your capability to deliver results. Browse case study templates. Why and How: Customer Stories vs. Case Studies While customer stories can acknowledge general problems and solutions, the real focus should be making a case for WHY the prospect should learn more about you. Stories vs Case Studies? The Top Difference is the Focus The Top Difference is the Focus - In a 2008 article, Ardath Albee writes about the difference between case studies and customer stories. According to her the difference between stories vs case studies is in both perspective and emotional impact: A case study gets into the nitty gritty details and the measurement of successful outcomes, which ... Case studies and success stories: Are they really that different? A table showing the fundamental differences between case studies and success stories Without understanding this, you end up with sales assets that fail to achieve your goals and don't prove their value over time. How to Turn a Case Study into a Customer Success Story How to Turn a Case Study into a Customer Success Story [+ Tips from HubSpot Marketers] Gabi Theard. Published: April 19, 2022. Expression, passion, style, persuasion, authenticity. These five elements encompass a customer success story — a transformation from a regular case study to an enticing piece of content that encourages a reader to ... Case Studies, Success Stories, Testimonials and Reviews Case studies and client or customer success stories are sometimes used interchangeable. A case study includes the context, problem, and solution that the customer experienced but can go into more detail about what the company did to implement the solution. How Success Stories and Case Studies Boost Strategic Leadership Learn how to use success stories and case studies to gain insights, generate ideas, evaluate alternatives, communicate persuasively, and improve your strategic leadership skills. How to write a case study A case study is a powerful tool for showcasing your hard work and the success your customer achieved. But writing a great case study can be difficult if you've never done it before or if it's been a while. This guide will show you how to write an effective case study and provide real-world examples and templates that will keep readers engaged and support your business. What Is a Case Study? How to Write, Examples, and Template Learn how to write a case study that showcases your success. Use our template and proven techniques to create a compelling case study for your clients. Customer Success Stories: How to Write Them for Maximum Impact As a software provider, you should always look for ways to attract new customers, retain current ones and manage everything in between. Learn how to write customer success stories and where to use them for maximum impact on your marketing strategy. Case Study or Success Story? How To Present Your Projects And Generate Should you use a Case Study or Customer Story in B2B marketing? Here you'll learn valuable tips and what to consider when chosing the right type. How to Write an Effective Case Study A good case study describes the value and impact of your services from your client's perspective. Here are six components of an effective case study. How to Showcase Customer Success Stories and Case Studies Learn how to create and share customer success stories and case studies that showcase your product or service value and increase your social influence. 15 Real-Life Case Study Examples & Best Practices To ensure you're making the most of your case studies, we've put together 15 real-life case study examples to inspire you. These examples span a variety of industries and formats. We've also included best practices, design tips and templates to inspire you. 5 Essentials for Telling Your Customer Success Story How do you write a compelling customer success story? Learn how to write success stories with customer success story examples, tips, and best practices. The Difference Between a Customer Story and Case Study As you can see, the detail is what distinguishes a testimonial from a customer story from a case study, and new home builders and remodelers will most often use testimonials and customer success stories in marketing their business. 10 B2B Case Study Examples to Inspire Your Next Customer Success Story Learn from Slack, FreshBooks, and Playvox on how to share winning customer success stories with these case study examples. kmtraining09 / Differences between success stories, case studies The Differences In groups, participants discussed the key characteristics of success stories, case studies, lessons learned and best practices and instances when they could be generated and documented. Follow the links to read the outputs of the process. 4 Case Studies Of Businesses That Scaled To Greatness 4 Case Studies Of Businesses That Scaled To Greatness. ... and the T-shirt was a huge success. The company began growing organically. ... it's important to understand the difference between ... How to Use Success Stories and Case Studies for Project Management Learn how to write, use, and learn from success stories and case studies to showcase your project management skills and achievements. 10 Best Case Study Video Examples You Can Copy to Build ... The play button is the most compelling call-to-action on the web. Michael Litt Your SaaS business might be sleeping on an underrated approach to showcase notable success stories - case study videos. This claim is well-founded too! A joint survey report by Vidyard and Content Marketing Institute, released in the fall of 2021, revealed that […] Resume Writing Success Stories: Testimonials and Case Studies TopResume's services can help you land more interviews. But don't let us tell you — hear from real customers and their success with our resume writing services. Chewsy Success Story Chewsy and Microsoft Advertising worked closely to develop a strategy designed for success by: Highlighting their new creative designed by Rally On. Launching the campaign in less saturated markets like Austin and Dallas versus a large city to maximize spend and impact. Ben Harting Success Stories. Configuration engineer Ben Harting "I decided to make a career change when I was twenty-four. I chose to pursue Cisco Certifications because I knew it would put me in the best position to start a career in networking." How it all began. A Adobe reuniu 46 mil participantes no Summit com as próprias soluções A Adobe usa soluções próprias para estimular a inscrição, inspirar participantes e gerar um pipeline após o Summit. Cisco Secure Endpoint (Formerly AMP for Endpoints) Cisco Secure Endpoint offers cloud-delivered next-generation antivirus and advanced endpoint detection and response. Difference between a case study and a story? A case study is a factual representation of what happened along with some analysis that provides insights and learning for the future. Story depicts what happened through people, place, and plot ... 合作伙伴 携手思科，尽享敏捷，有的放矢，提升盈利能力。了解面向思科合作伙伴的各种计划、激励和优势。 How Did Mpox Become a Global Emergency? What's Next? The virus is evolving, and the newest version spreads more often through heterosexual populations. Sweden reported the first case outside Africa. assignment essay homework paper phd report resume speech thesis