100+ Case Study Examples for Sales and Marketing
Browse through a wide range of case study templates from various industries.
Imagine you come home after a long, tiring week of work, and you decide to satiate your taste buds by ordering a delicious, exotic dish. What would be your further course of action? Let us guess - you pull out your phone, log in to your favourite on-demand food delivery platform, search for the dish you're looking for, and hit the order button. Oh, wait! We missed out a crucial action that most of us perform while ordering a palate from a new food outlet – Rating & reviews!
The first instinct that each one of us has when we subscribe to a new product or service is to get validation or proof from others.
In this post, we talk about one such crucial marketing collateral that provides proof to your prospects – Case Studies.
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What is a Case Study?
Case studies are an indispensable tool for providing proof of quality and utility. They help demonstrate exactly what you have done to help other customers or clients attain their goals. They're sure to draw potential clients because they establish the factor of faith in the ability of your products or services.
To some, case studies may seem dull and boring, but it remains an integral part of a content marketing strategy for almost every B2B company. A content marketing report states that 70% of B2B marketers believe case studies are an effective tool for the content marketing mix.
How long should your case study be?
If you type this query into the Google search bar, the answer that pops up on your screen is 500 to 1500 words. Although this is fairly ideal, it is important to note that there is no hard and fast rule for the word limit of a case study. Like everything else in Marketing, the answer is - it depends.
Depends on various factors like the industry you’re writing the case study for, the narrative you’re building, the audience you’ll cater to and the like.
Case studies are primarily built to generate an in-depth understanding of why exactly prospects should choose your product. In today’s world, where all content consumers have an attention span of roughly 7 seconds (if not lesser) - getting them to read a case study that’s nothing less than 500 words requires skill, to say the least.
The length of a case study depends on the following factors :
Target audience
Identifying the target audience for your case study is the first and foremost step of the writing process. Who will be reading this case study and how do you tailor it to fit their flow of reading? It’s no big secret that everyone’s attention span varies. (We hear you. Do people even have an attention span these days?)
Thanks to the myriad of visual content available in abundance, going through a 50-word post, let alone a 500-word case study, might be an arduous task for most people. However, this massively depends on the target audience and the industry your client belongs to.
Case studies provide deep insight into your product/service and give potential customers one, if not more, solid reasons to get onboard.
Formulating your case study based on these parameters will result in the best outcomes.
For example, if your product caters directly to the general public (B2C) , then your case studies have to be short, precise and to the point. It has to provide just the right amount of information to put forth about your company, the services you offer, its features and benefits. Hence, these case studies can be anywhere between 100-300 words.
On the other hand, formulating a case study for a B2B audience will require more detailed insights, examples, solution-oriented steps, and overall contain highly compelling research. This is solely because the individuals reading our case studies will be established business professionals looking to invest a good amount in your product . These case studies can extend up to 1500 words .
Purpose of the case study
The second factor/question to keep in mind is, “Why are we writing this case study?”. Here we cannot help but think of the famous quote - “You can’t understand someone until you’ve walked a mile in their shoes.”
It’s safe to say that this quote is applicable to almost every situation in life. Especially while selling a product. Or, attempting to do so. In this stage, you need to take into consideration 3 very important factors :
At which point of the sales process are we sending out this case study?
For starters, case study content changes according to the various points of the sales process it is being sent out during. The content required for a case study at the beginning of the sales process differs from the content required for a case study when the deal is about to be closed.
Case studies sent out at the beginning of the sales process focus on the following :
- Recognition of your company/brand
- An insight into your company & what you do
- A generic overview of what your product offers
Hence, these case studies can range anywhere from 300-500 words.
Case studies sent out at the end of the sales process focus on the following :
- Presenting a precise problem faced by a client
- Presenting how your company provided a solution for the same
- The process
- Use-case specific insights
Hence, the sky’s the (word) limit with these case studies. The length that narrates to your prospect that your company is the best solution is the length you stop at.
What do we want our readers to take away from this case study?
The length of your case study also majorly depends on the point you want to put forth in your case study. Are you trying to simply establish brand identity? Are you talking about a new campaign run by your company? Or is it a case study showcasing the work you did for a specific client?
![case study sales examples Creative of Three Questions To Keep In Mind Before Writing A Case Study](https://www.paperflite.com/sites/default/files/inline-images/Case%20Study%20Questions%20FINAL.png)
What medium are we sending the case study via?
The medium through which your case study is being sent is a key point while determining the length of your case study.
Let us throw in a quick example here. We are in the midst of our relentless online shopping phase and our package has finally arrived. Obviously, we can’t wait to go through the contents of the package (Because which order even is this?) - Doesn’t it make the unpacking process much easier when the packaging is precise and easy to open? Who wants loads of duct tape and clunky wrapping? It instantly puts us off, and we might even decide to open it later. Similarly, the medium via which you send your case study and the presentation of it matters a lot.
Here are some of the methods through which you can send your case study :
A good ol’ fashioned e-mail
“I’ll send across an email” is a phrase most of us have probably used more than our names. And, that’s fine.
Sending your case studies and other documents through email has unmistakably been the go-to method for the longest time. Even so, sending your documents and case studies via email have its pros and cons.
If you include a number of attachments, your prospects might have a hard time going back and forth between the document and email to open it up. The best option, in this case, is to include a single case study and make it crisp & concise in order to avoid shuffling between tabs. So, we’d say a single case study, about 500 words.
A personalized storyboard
Personalized. Pretty. Extremely easy to go through. Nothing against emails, but imagine sending your case studies in a personalized collection that is exclusive to your reader, gives them a binge-worthy experience with your case studies, enables them to pick up exactly where they left off and much more.
With a presentation like this, we’re sure the length of your case study isn’t going to stop readers from going through the contents of your case study.
Types of Case Studies
Case studies can be broadly classified into the following categories:
1. Third-Person Case Studies
An external agency primarily publishes this type of case study. This external research & consulting firm validates the solution provided by your company to your customers and publishes the same on its website.
2. Explanatory Case Studies
Explanatory case studies are primarily descriptive studies. They typically use one or two instances of a phenomenon or event to show the existing solution. Explanatory case studies primarily exist to familiarize the unfamiliar situation to prospects and give them a brief overview of the subject.
3. Instrumental Case Study
To gain insight into a phenomenon, an instrumental case study is deployed. The focus of this type of case study is not on the results but on the phenomenon. It tries to make the prospects discern the relationship between the phenomenon and its solution.
4. Implementation Case Study
This is perhaps the most important type of case study for a content marketer. It encompasses how your business went about executing the solution of a customer's challenge.
Case studies are the best example of marketing collateral used during the consideration stage and are used to showcase the success stories of your company. They can be written as single-page or multi-page documents.
Steps to writing a case study solution
Crafting the headline.
Headlines are the hellos in the world of writing. Just as a simple hello can help gain surface-level insight into a person, a headline establishes just that about a piece of written content.
The first step to drafting a case study is also to pick a suitable headline.
The headline of a case study has to include the following elements :
- The name of the company
- The use case
- The results
- Quantitative data (all about the numbers)
Let’s go with a fictional take on this -
Let’s say you have a company, “Mattleberg Associates."
Mattleberg Associates offer consultative tools and guidance to understand, buy and adopt marketing technology tools for an enterprise. If Mattleberg Associates is to write a case study on how their product benefited a client of theirs, Acme Corporation , and upped their sales turnover by 70% ,
This is how the case study should ideally be titled :
Acme Corp’s Sales Turnover Increased by 70% - Meet the Mattleberg MarTech Tool that made it possible.
By glancing at this case study title, the reader gets an insight into the company (Mattleberg), the client (Acme Corp), the use case (Increasing sales turnover), the industry (Sales and Marketing) and the outcome (A 70% increase).
Highlighting the challenge/situation
In this part of the case study, the problem is made aware to the reader. This is where we let the reader know that “Hey, there was a grave situation taking place, and this is how it played out.”.
In this part, you have to mention :
- The challenge that was present
- The root cause of the problem
- Statistics about the same
Arriving at the solution
This part of your case study has to be your company’s stellar introduction.
In this part of the case study, you will include :
- How the client arrived at your company
- The process of how the client fixed on your company (yay!)
- The executives involved in the process
Behold! The results
Quantitative results .
This indicates the end of the case study. This is the part you indicate that Happily Ever After was made possible. Here is where you include all of the magical numbers that were a result of your company’s product/service, the remarkable results of the process and the outcome.
Qualitative results
Remember when Spotify allowed 6500 of their employees to work from anywhere in the world?
Now, fast forward to a year later; Spotify has released a statement saying their turnover rate dropped and they’re doing great!
Here’s another example of how a qualitative result approach can be included in your case studies. This is the tie between quantitative and qualitative results. They go hand in hand.
Tying this back to the topic, while writing a case study and mentioning the end results, it is important to also mention how the process eased the lives of the team, resulting in joy in the workplace and so on. This, in return, can directly result in quantitative results. :)
Best Practices to implement while writing a Case Study
More often than not, content marketers find it a herculean task to create a case study that is intriguing for their prospects. Here are 5 easy tips to make your case studies less boring, and more engaging.
1. Incorporate visuals in your case study
Multimedia can make your case studies more engaging and provide you with a means to connect with auditory and visual learners. Here are two ways in which you can incorporate multimedia in your case study:
- Include pictures, charts, and infographics to interpret a story out of the content-heavy data.
- Incorporate videos in your case studies and use them throughout your integrated marketing communication.
2. Prioritize firsthand knowledge over second-hand evidence
Case studies are stories. And stories can be narrated aptly only when you get real firsthand insights from the customer. Hence, to write a good case study, all you need is an excellent customer interview. Refrain from writing case studies based on resources such as testimonial quotes, videos, email, and so on.
It will only make your case studies time-consuming and difficult (or dare we say boring?).
3. Use slide-in call-to-action in lieu of pop-ups
Huge pop-ups can be annoying to the readers. Hence, marketers should try to use slide-in call-to-action that does the same job without distracting your prospects.
4. Don't be keen on listing the problem statement/challenge
Get into the shoes of your prospects while writing the challenge section. Most businesses often commit the mistake of writing the problem of a case study that caters to a narrow audience. To effectively hook a broader target audience , you should address the problem by considering the perspective of different prospects and write a detailed and compelling challenge . Your case study's first sentence should always address a broad business issue, and provide the reader with context.
5. Improve the tone of the customer quotes
Being a case study writer, you should not be transfixed on strictly reproducing all the customer quotes as it is - that is what a reporter does. As a case study writer, you should embellish the customer quotes in a way that makes their point effective. However, the altered quote should not drift away from the actual customer quote and should live up to the spirit of the customer's statement.
Examples of Case Studies
Here is a list of the finest examples of case studies across each sector with our commentary on a handpicked few to further ease your process of writing a case study.
To give you a holistic understanding of different types of case studies, we have collated the best templates from each industry.
- Aviation and Defense
- Banking, Financial Services and Insurance (BFSI)
- Energy & Utility
- Healthcare and Life Sciences
- Manufacturing
- Technology and Services
- Telecommunications
Best Case Study Examples for Aviation, Aerospace & Defense Sector
![case study sales examples Case Study-Aviation & Defense Sector](https://www.paperflite.com/sites/default/files/inline-images/Case%20Study%20-%20Aviation%2C%20Aerospace%20%26%20Defence%20-%20Cover%20Image.png)
While there are over 10+ example case studies that have been handpicked for the Aviation, Aerospace and Defence sector, we are highlighting only about 2 of them for a quick reference on why it works and most importantly, we like them.
1. Electromagnetic Solutions | Leonardo
Type of case study : Explanatory
Leonardo, first, defined their electromagnetic solutions and then furnished an explanatory case study to further enlighten their target audience to the solution they offer. They provided their prospects with a lucid explanation of the phenomenon with their solution in this case study.
2. Indira Gandhi International Airport | Collins Aerospace
Type of case study: Implementation
This case study is one of the best templates you will find in the aviation & defence sector. Two reasons make it exceptional. First, Collins has tailored the case study in a way that it can collaborate with direct marketing efforts . The case study is brief, yet gives a clear explanation of how it went about executing the solution. Also, the testimonial Collins took from Delhi International Airport Ltd., explained in a nutshell, the outstanding results they produced.
Best Case Study Examples for BFSI Sector
![case study sales examples Case Study-BFSI Sector](https://www.paperflite.com/sites/default/files/inline-images/Case%20Study%20-%20BFSI%20-%20Cover%20Image.png)
While there are over 10+ example case studies that have been handpicked for the BFSI sector, we are highlighting only about 2 of them for a quick reference on why it works and most importantly, we like them.
1. Implementing a Complete Target-Date Fund Solution | JPMorgan Chase
Type of case study: Explanatory
Writing a case study in the sector of financial services is tricky, to say the least. If you are looking to benchmark a case study, this should undoubtedly be the one. JPMorgan deep-dived to explain the needs of the client and listed out the top investment priorities. After that, the cast study introduced the unique solution offered to give their prospects a gist of the same.
2. Global Inventory Management | Broadridge
Broadridge created a stellar case study by incorporating a testimonial, visuals, and an elaborate solution together. The cast study went one step ahead by talking about how it will utilize this opportunity to build Broadridge's future solutions.
Best Case Study Examples for Energy & utilites Sector
![case study sales examples Case Study-Energy & Utility Sector](https://www.paperflite.com/sites/default/files/inline-images/Case%20Study%20-%20Energy%20and%20Utility%20-%20Cover%20Image.png)
While there are over 10+ example case studies that have been handpicked for the Energy & Utilities sector, we are highlighting only about 2 of them for a quick reference on why it works and most importantly, we like them.
1. Creating Value through Technology and Innovation | Canadian Natural Resources Limited (CNRL)
Type of case study: Instrumental
This case study focuses more on the different technologies offered by CNRL. What makes this case study unique is that the brand has included various collaborations for each technology and clearly demarcated the status of each technique. The usage of visuals and quantifiable results is spot on!
2. City of Monterey Park | Engie
Engie has produced a phenomenal template for a case study in the energy sector. Prospects could better relate to this kind of a case study because it includes multiple testimonials alongside the images of the solution which can serve as the best catalyst for prospects in the consideration stage of the buyer journey.
Best Case Study Examples for Healthcare & Life Sciences Sector
![case study sales examples Case Study-Healthcare & Life Science Sector](https://www.paperflite.com/sites/default/files/inline-images/Case%20Study%20-%20Healthcare%20%26%20Life%20Sciences%20-%20Cover%20Image.png)
While there are over 10+ example case studies that have been handpicked for the Healthcare and Life-sciences sector, we are highlighting only about 2 of them for a quick reference on why it works and most importantly, we like them.
1. BD Vacutainer | Becton Dickinson and Company
BD did a fantastic job of quantifying its success in solid numbers. They have incorporated the same in their headline to make it a worthy read for a prospect. Furthermore, they included a separate "results" section which listed out the benefits and illustrated the same using a bar graph. These best practices help a prospect digest text-heavy content easily.
2. Helping Biopharma Companies Unravel the Many Facets of the Oncology Market | McKesson Corporation
This template is an excellent example of an instrumental case study in the healthcare sector. McKesson takes the onus on them to educate the healthcare industry on the oncology market. It provides vital insights into how the biopharma industry can leverage McKesson's resources and excel in oncology.
Best Case Study Examples for Logistics Sector
![case study sales examples Case Study-Logistics Sector](https://www.paperflite.com/sites/default/files/inline-images/Case%20Study%20-%20Logistics%20-%20Cover%20Image.png)
While there are over 10+ example case studies that have been handpicked for the Logistics sector, we are highlighting only about 2 of them for a quick reference on why it works and most importantly, we like them.
1. Inventory Optimization Case Study | Neovia Logistics
Type of case study: Third-Person
This case study serves as a great template of collaboration with other organizations to deliver a customized solution for your customer. Neovia Logistics and SAP Service Parts Planning worked in unison to provide a top-notch solution for inventory management. This template makes a brilliant usage of coloured theme and an engaging dashboard to display the results lucidly.
2. Building a better distribution model to accommodate rapid growth | FedEx Corporation
FedEx adopts a customer-centric approach in this case study and explains the challenges faced by the customer in detail. It elaborately explains how the problems of temperature-sensitive products of the clients were dealt with. This type of case study can prove to be very useful as a marketing communication for a client dealing in a similar sector.
Best Case Study Examples for Manufacturing Sector
![case study sales examples Case Study-Manufacturing Sector](https://www.paperflite.com/sites/default/files/inline-images/Case%20Study%20-%20Manufacturing%20-%20Cover%20Image.png)
While there are over 10+ example case studies that have been handpicked for the Manufacturing sector, we are highlighting only about 2 of them for a quick reference on why it works and most importantly, we like them.
1. Twilight River Cruises | Mitsubishi Electric
The testimonial and the embedded hyperlinks (that redirects to their product range) make this case study stand apart from others. Mitsubishi Electric has ensured that the client furnishes a well-crafted testimonial that makes the prospects acquire faith in their prowess.
2. Danfoss' Digital Journey and Strategic Approach to MES | Siemens
This is, by far, the best template we have discovered in the manufacturing sector. It ticks all the boxes for writing a stellar case study – slide-in CTAs (call-to-action), integration with social media, an excellent testimonial, captivating visuals, and a consistent theme. You do not want to miss this out!
Best Case Study Examples for Technology & Services Sector
![case study sales examples Case Study-Technology & Services Sector](https://www.paperflite.com/sites/default/files/inline-images/Case%20Study%20-%20Technology%20%26%20Services%20-%20Cover%20Image.png)
While there are over 10+ example case studies that have been handpicked for the Technology & Services sector, we are highlighting only about 2 of them for a quick reference on why it works and most importantly, we like them.
1. FreshDesk - Case Study | Chargebee
The best thing about this case study is that Chargebee incorporated testimonials from different departments and individuals. The case study uses crisp headlines and explains the challenge in detail before jumping the gun to mention the results.
2. Aspire Systems Provides Data Integration Services | Aspire Systems
For a technical product/software, it is important to know where to use technical keywords and where to use plain, simple language. Aspire Systems did a fantastic job of creating different sections for a summary (in plain language) and a tech snapshot (where they mention the suite of data management products). It also included an image of the system architecture to educate their prospects on the process and solutions.
Best Case Study Examples for Telecommunications Sector
![case study sales examples Case Study-Telecommunications](https://www.paperflite.com/sites/default/files/inline-images/Case%20Study%20-%20Telecommunication%20-%20Cover%20Image.png)
While there are over 10+ example case studies that have been handpicked for the Telecommunications sector, we are highlighting only about 2 of them for a quick reference on why it works and most importantly, we like them.
1. Managed Network Services | Telkomtelstra
Incorporating video testimonials in the case study is one of the best practices to be followed to create a compelling case study; and, Telkomtelstra has done that precisely. The practice of integrating social media in your overall content marketing strategy never fails to fetch you brownie points!
2. Supporting the community with a mobilized workforce | Rogers Communications Inc.
Rogers Communications has adopted the strategy of assigning a dedicated page for case studies. It has also integrated social media and slide-in CTAs buttons, in this case study, for enhanced engagement. A unique practice that Rogers embraced in this case study was to mention the details of the current services with that particular client. You may want to consider this strategy while writing your upcoming case study!
Strategies to leverage the power of Case Studies
On the same lines, let us now deep-dive into how content marketers can leverage the power of case studies to their full potential. Mentioned below are some of the strategies you can use to incorporate case studies into your organization's overall integrated marketing communications strategy.
1. Highlight the case studies on a dedicated page
When B2B customers search online for your goods and services, they will search for your company's websites as well as your rivals' websites. So make sure the case studies on your website are easy to find. Refrain from categorizing them in the section of "downloads" or "resources" list, or hiding them so profoundly that visitors need to find them on your search facility.
Offer multiple paths that will lead them directly to the stories of customers that most interest them. Feature your homepage with a recent case study. Ask your webmaster to set up a display that will generate a different case study each time the visitor clicks on a new page or returns to a given page.
Be sure to provide a link where more case studies can be found by the visitor, in case the story does not match the interests of the visitor.
2. Include case studies in white papers
Do you have a case study showing how a client used your product or service to solve a widespread problem in the industry? If so, you have the building blocks for an effective white paper . Case studies and effective white papers share the same basic structure: challenge/solution.
You will need to develop the problem section further, examine previous solutions and why they are not working, and present your solution as part of a generic class.
However, once you have described your solution, you can introduce your particular product by means of an abbreviated version of your case study.
3. Include case studies in press releases
The company press releases are the perfect platform to share customer stories with prospects, customers, partners, and employees. The case studies in your prospect press releases allow you to highlight your solutions and the different verticals that you represent.
This helps to develop trust over time. In addition, case studies are great for keeping partners informed about how customers use your solutions. You'll support their sales efforts by providing customers with new ideas that they can present. You'll also keep them excited about your partnership, as well as about your products and services.
4. Collaborate your direct marketing efforts with case studies
Many of the most popular all-time direct mail promotions start with a story. Stories are enthralling. They promise entertainment and news. Of course, they gain our attention. Hence, a well-written case study for a newsletter or a direct mail campaign can be an excellent lead material.
Moreover, with a lead drawn from a recent case study, you'll not only get the attention of your prospects right away but also establish credibility with a real-world illustration of what your company has done for others already.
5. Consolidate your SEO strategy with case studies
Case studies can be among the best content types to attract attention from search engines. Phrases of keywords are the SEO currency . And if well-written, it is most likely that your case studies will include several instances of keywords and phrases relevant to the product or service they feature.
Make sure you incorporate the links and meta tags to boost the search engine rankings. Google attaches great importance to links, so be sure to link back to your case studies from press releases, blog posts, and discussion forums that refer to them. Encourage your clients to link your website to their success stories.
Even meta tags can improve your search rankings. Ensure that the title and description tags are used well by including your target keywords in them.
6. Collaborate your case studies with your social media marketing strategy
Social media provides a range of platforms to distribute case studies to your target audience. You can post a link to your latest case studies on Twitter, LinkedIn, and other platforms. Forums are another excellent platform way to promote your customer success.
Trade associations and LinkedIn Groups provide thousands of tightly focused discussions across the entire spectrum of interests in the industry. And most of these forums will let you post links, making it easy to reach specific audiences.
Case studies are vital building blocks for your brand’s social currency. With the right balance between data and a compelling narrative, case studies go a long way in positioning your brand as the ideal choice in the minds of your prospects.
So before you rule out this collateral as mundane and boring, ask yourself again - would you order from a restaurant that is not backed by good reviews and ratings?
Other interesting blogs that might help bolster your content marketing strategy:
100+ Best Examples of Press Release Templates
100+ Brochure Examples for Sales and Marketing
100+ Testimonial Examples for Sales and Marketing
The Best White Paper Examples for B2B Marketers
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15 Real-Life Case Study Examples & Best Practices
![case study sales examples 15 Real-Life Case Study Examples & Best Practices](https://visme.co/blog/wp-content/uploads/2024/01/15-Real-Life-Case-Study-Examples-Best-Practices-to-Inspire-Your-Own-Header.jpg)
Written by: Oghale Olori
![case study sales examples Real-Life Case Study Examples](https://visme.co/blog/wp-content/uploads/2024/01/15-Real-Life-Case-Study-Examples-Best-Practices-to-Inspire-Your-Own-Header.jpg)
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.
![Parts of a Case Study Infographic Parts of a Case Study Infographic](https://assets.visme.co/templates/blockinfographics/fullsize/i_Parts-of-a-Case-Study-Infographic_full.jpg)
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%
![case study sales examples Case Study Examples](https://visme.co/blog/wp-content/uploads/2024/01/1-7.png)
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.
![case study sales examples Simplify content creation and brand management for your team](https://visme.co/blog/wp-content/themes/blog/img/shortcodes/designer-1.png)
2. WeightWatchers Completely Revamped their Enterprise Sales Process with HubSpot
![case study sales examples Case Study Examples](https://visme.co/blog/wp-content/uploads/2024/01/2-4.png)
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
![case study sales examples Case Study Examples](https://visme.co/blog/wp-content/uploads/2024/01/3-5.png)
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!
![Financial Case Study Financial Case Study](https://assets.visme.co/templates/banners/thumbnails/i_Financial-Case-Study-full_1.jpg)
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.
![UX Case Study UX Case Study](https://assets.visme.co/templates/banners/thumbnails/i_UX-Case-Study-full_1.jpg)
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
![case study sales examples Case Study Examples](https://visme.co/blog/wp-content/uploads/2024/01/4-5.png)
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.
![Ecommerce One Pager Case Study Ecommerce One Pager Case Study](https://assets.visme.co/templates/banners/thumbnails/i_Ecommerce-One-Pager-Case-Study_full.jpg)
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
![case study sales examples Case Study Examples](https://visme.co/blog/wp-content/uploads/2024/01/5-6.png)
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
![case study sales examples Case Study Examples](https://visme.co/blog/wp-content/uploads/2024/01/6-6.png)
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.
![Fuji Xerox Australia Business Equipment Case Study Fuji Xerox Australia Business Equipment Case Study](https://assets.visme.co/templates/banners/thumbnails/i_Fuji-Xerox-Australia-Business-Equipment-Case-Study-full_1.jpg)
8. AMR Hair & Beauty leverages B2B functionality to boost sales by 200%
![case study sales examples Case Study Examples](https://visme.co/blog/wp-content/uploads/2024/01/7-3.png)
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.
![Search Marketing Case Study Search Marketing Case Study](https://assets.visme.co/templates/banners/thumbnails/i_Search-Marketing-Case-Study-full_1.jpg)
9. How a Marketing Agency Uses Visme to Create Engaging Content With Infographics
![case study sales examples Case Study Examples](https://visme.co/blog/wp-content/uploads/2024/01/SMART-DENTAL.jpg)
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!
![Satisfied Client Testimonial Ad Square Satisfied Client Testimonial Ad Square](https://assets.visme.co/templates/banners/thumbnails/i_Satisfied-Client-Testimonial-Ad-Square_full.jpg)
11. How Meliá Became One of the Most Influential Hotel Chains on Social Media
![case study sales examples Case Study Examples](https://visme.co/blog/wp-content/uploads/2024/01/8-2.png)
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.
![Patagonia Case Study Patagonia Case Study](https://assets.visme.co/templates/banners/thumbnails/i_Patagonia-Case-Study-full_1.jpg)
12. Tea’s Me Cafe: Tamika Catchings is Brewing Glory
![case study sales examples Case Study Examples](https://visme.co/blog/wp-content/uploads/2024/01/9-5.png)
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
![case study sales examples Case Study Examples](https://visme.co/blog/wp-content/uploads/2024/01/10-4.png)
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
![case study sales examples Case Study Examples](https://visme.co/blog/wp-content/uploads/2024/01/11-4.png)
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.
![case study sales examples case study sales examples](https://assets.visme.co/templates/presentations/thumbnails/i_Marketing-Case-Study-Interactive-Presentation-full_1.jpg)
15. How Cents of Style Made $1.7M+ in Affiliate Sales with LeadDyno
![case study sales examples Case Study Examples](https://visme.co/blog/wp-content/uploads/2024/01/screenshot-www.leaddyno.com-2024.01.25-21_12_46.png)
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.
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Top 22 Case Study Examples That Boost Sales (+ Templates and Tips)
Bluleadz Marketing | June 29, 2023 | Case Studies | 20 min read
Quick Links
- 1. What Is It?
- 2. Why They're Important
- 3. Case Study Length
- 4. Where Do I Put Them?
- 5. Case Study Format
- 6. How to Write One
- 7. Examples
- a. PDF
- b. Online
The Best Case Study Examples
- 1. Adobe: Royal Bank of Scotland
- 2. BrightEdge: Stanley
- 3. LeadGnome: Host Analytics
- 4. Bitly: Vissla
- 5. Taboola: The Line
- 6. OutBrain: Lane Bryant
- 7. Google Analytics: Optimizely
- 8. LinkedIn: HubSpot
- 9. LevelEleven: Staples
- 10. Life Size: Rackspace
- 11. Five9: Weed Man
- 12. LogMeIn: Extent Technologies
- 13. Red Hat: North Carolina State Websites
- 14. VMWare: CenturyLink
- 15. HPE: Mendix
- 16. Gravitate: Global Expeditions Group
- 17. IDEO: INFARM
- 18. Forge and Smith: Happy Planet
- 19. CoSchedule: English Heritage
- 20. Slack: OpenAI
- 21. Square: The Epicurean Trader
- 22. Bluleadz: BandGrip
Building an effective content marketing strategy that can take your prospects through every stage of the buyer's journey means creating a variety of content.
From relevant, informative blog content to engaging webpages, landing pages, whitepapers, and emails, a comprehensive content marketing strategy should run deep.
One powerful, but often underused, piece of content is the case study .
What Is a Case Study?
A case study acts a narrative, featuring real-world situations where certain products or services are used in a way that demonstrates their value. They are a special type of thought leadership content that brands can use in marketing and sales to guide their target audience to the decision stage of their buyer's journey . Engaging case studies walk prospects through how a real life customer identified a specific pain point , started using your product or service, and overcame that pain point while reaping additional benefits.
A case study is a unique type of thought leadership content that tells a story.
Case studies are narratives that feature real world situations or uses of products or services to demonstrate their value. A well written case study will follow a customer as they define a problem, determine a solution, implement it, and reap the benefits.
Case studies offer readers the ability to see a situation from the customer's perspective from beginning to end.
Need an example of a case study? Check out some of our case studies here !
Why case studies are important.
A marketing case study is one of the most compelling content items in your sales funnel .
It’s the perfect way to guide people into and through the decision phase, when they have the best options laid out on the table and they’re ready to puzzle through that final selection.
Because of this, case studies are uniquely useful as bottom of the funnel content .
![case study sales examples case studies are bottom of the funnel content](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/sales-funnel-4-1.png?width=550&name=sales-funnel-4-1.png)
By the time prospects are ready to read case studies, they have a nuanced grasp of the problem in front of them. They also have a good selection of potential solutions and vendors to choose from.
There may be more than one option that’s suitable for a given situation. In fact, there usually is. But there’s just one option that fits the prospect best. The challenge is figuring out which one.
Since B2B decision makers aren’t mind readers, they need content to bridge the gap between “what they know about your solution” and “what they know about their own business.” The case study does that by showing how a similar customer succeeded.
The more similar the prospect is to the customer in the case study, the more striking it will be.
For that reason, you might want to have a case study for every buyer persona you serve. And naturally, case studies pertain to specific products or services, not your whole brand.
So, you could find yourself with multiple case studies for each buyer type.
However, the effort is worth it, since case studies have a direct impact on sales figures.
![case study sales examples bofu-fill-pipeline](https://www.bluleadz.com/hs-fs/hubfs/CTAs/2021_BOFU_Email_CTAs/bofu-fill-pipeline.png?width=700&name=bofu-fill-pipeline.png)
How Long Should a Case Study Be?
Honestly, the more to-the-point you can be in a case study, the better.
Great case studies should pack a lot of meaning into a small space. In the best examples, your reader can grasp the single main idea of each page in a short paragraph or two.
Each detail should build on the next, so they’ll keep moving forward until the end without getting distracted.
Sure, it’s no Dan Brown novel, but if you do it right, it’ll still be a real page-turner.
Note: Some businesses will have a brief case study in PDF form to use as sales collateral then a longer form, more in-depth version of the same case study on their website. In this case, it can be normal to write a lengthier case study.
Where Should I Put My Case Studies?
Anywhere you want, really!
Ideally, you should upload case studies somewhere on your website so new leads coming to your site have the opportunity to see just how kickass your business is at driving revenue and results for your current customers.
Whether it's an online case study or a PDF version, making your successes available to the public can prove just how valuable your efforts are.
Plus, make sure every member of your sales team has access to your case studies so they can use them as sales collateral to send to prospects and opportunities! A quick PDF attachment to a sales email can be very convincing.
It can also help to sprinkle links and CTAs to your case studies throughout your content:
![case study sales examples Get Free Case Study Templates](https://no-cache.hubspot.com/cta/default/57042/interactive-142967659541.png)
The Best Case Study Format
- Introduction: Provide context for the story.
- Challenge: Describe the primary issue being faced.
- Solution: Identify the product or service being used.
- Benefit: Emphasize the most impactful advantages.
- Result: Detail the specific outcomes the customer earned.
Like press releases, case studies often fall into a certain specific format.
While it’s not required that you have all of the possible topics in a particular order, picking a consistent format will help you accelerate production down the road. It also makes your content easier to read.
Many B2B businesses use the following approach:
- Introduction: sets the stage by providing context for the situation.
- Challenge: discusses the key problem that the customer was facing.
- Solution: a basic overview of the product or service the customer used.
- Benefit: recaps the solution’s top advantages – why it was the right choice.
- Result: the positive business outcome arising from the solution and benefits.
This formula gives you enough flexibility to highlight what’s most important about your enterprise, solution, and the customer you’re showcasing.
At the same time, it ensures that your team will know exactly what information they need to compile to design case studies in the future.
It also serves as an intuitive trail of breadcrumbs for your intended reader.
How to Write a Case Study
![case study sales examples writing-case-study](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/writing-case-study.png?width=550&name=writing-case-study.png)
1. Ask Your Client/Customer for Approval.
This first step is crucial because it sets the layout for your entire case study.
If your client or customer gives the ok to use their name and information, then you can add as much detail as you want to highlight who they are, what you helped them do, and the results it had.
But, if they would rather remain anonymous or want you to leave out any specific details, you’ll have to find a way to keep your information more generalized while still explaining the impact of your efforts.
2. Gather Your Information.
Like any good story, a marketing case study has a beginning, middle, and end. Or, you could think of it as “before, during, and after.”
Before: The Problem
Your case study will always open by presenting a problem suffered by one of your clients.
This part of the study establishes what’s at stake and introduces the characters – your company, the client company, and whichever individual decision makers speak for each side.
During: The Solution
Once you define the problem, the next step presents your offering, which serves as the answer to the dilemma.
Your product or service is, in a very real sense, the hero of the story. It catalyzes the change, which you describe in terms of your features, advantages, and other differentiators.
After: The Result
In the final step, you discuss the “happy ending” brought about by your solution.
Returning to the “stakes” you established at the very start, you expand on how much better things are thanks to your intervention. You want prospects to imagine themselves enjoying that level of success.
3. Get a Quote.
Of course, a study about two corporations isn’t very interesting on its own. The best case studies personify the protagonists, including the vendor and the client company, by having plenty of quotes peppered throughout the entire story.
Naturally, the business problem to be solved is the big, bad villain here, so you want the client (and preferably, your own team as well) to weigh in on that problem: How complex it is, what solving it would mean, and what not solving it would cost.
Then, as the situation turns around, testimonials become essential.
Naturally, the longest, most emphatic testimonial should come from the top decision maker. But you should aim to include a glowing quote from many different stakeholders – representing the full cast of “characters” who might be making consensus buying decisions around your solution.
Note: Don’t use a testimonial or quote if your case study is anonymous.
4. Find Some Compelling Graphics.
A case study isn’t a whitepaper: You shouldn’t be trudging through page after page of text.
In fact, some of the most powerful case studies establish their own vivid, graphics-heavy style – looking a lot more like an infographic, or even a magazine, than traditional B2B marketing collateral.
Color blocks , strong contrasts, skyscraper photography, and hero shots are all on the table when it comes to case studies. The more data you have to convey, the more creative you should be in presenting it so it can be understood at a glance.
15 Great Examples of Offline Case Studies
1. adobe: royal bank of scotland.
![case study sales examples adobe-case-study](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/adobe-case-study.png?width=550&name=adobe-case-study.png)
This study focuses on the solutions Adobe provided for the Royal Bank of Scotland. Their top challenges included fostering a culture of data driven decision making, eliminating disjointed systems, and delivering digital experiences that are relevant and easy to use.
Adobe's approach resulted in a 20 percent increase in conversion, as well as improved internal communications, faster optimization, and a reduction of their content management footprint.
2. BrightEdge: Stanley
In 2015, Stanley consolidated two separate brand web properties into one site. The process needed to mitigate traffic disruption, improve traffic, and increase organic search results.
The results? Almost 40 percent of keywords Stanley ranked for were on the first page of organic results, and the company generated a 100 percent lift in revenue, thanks to support from the BrightEdge platform.
3. LeadGnome: Host Analytics
![case study sales examples leadgnome-case-study](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/leadgnome-case-study.png?width=428&name=leadgnome-case-study.png)
Host Analytics moved to an account based marketing strategy in 2015. They noticed that the marketing efforts were limited by a large number of low quality needs.
Their problem was solved when they used an automated email marketing approach from LeadGnome to nurture and qualify leads via email marketing.
4. Bitly: Vissla
Vissla is an online ecommerce company with a need to understand big data across multiple marketing platforms.
Bitly provided a a way to consolidate data and literally link channels together to display all information on a single dashboard.
5. Taboola: The Line
![case study sales examples taboola-case-study](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/taboola-case-study.png?width=550&name=taboola-case-study.png)
The Line is an online boutique that offers shoppers a unique experience and showcases products that can be found at their brick and mortar store in NYC's Soho neighborhood. Their goal was to increase first time visitors to their site.
Taboola offers a product that drives first time users. The result? Over 72 million impressions within three months, and email subscriber growth of 12 percent.
6. OutBrain: Lane Bryant
Lane Bryant, the leading retailer for women sized 14 – 28, launched a campaign designed to celebrate all women and redefine the traditional notion of sexy with a simple message – ALL women are sexy.
The goal was to amplify the campaign and drive traffic and engagement.
The result? OutBrain used media amplification to take the campaign viral, resulting in over 48,500,000 impressions in just two weeks!
![case study sales examples case-study-template-inline-cta](https://www.bluleadz.com/hs-fs/hubfs/contextual_offers/case_study_templates/case-study-template-inline-cta.png?width=691&name=case-study-template-inline-cta.png)
7. Google Analytics: Optimizely
![case study sales examples optimizely-case-study](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/optimizely-case-study.png?width=374&name=optimizely-case-study.png)
Optimizely is a leading online A/B testing and user experience optimization platform that offers innovative data-driven marketing solutions to maximize user experience and keep them coming back for more.
The challenge they faced was better identifying page views to determine where customers are in the buying cycle.
The solution was provided by using data from Google Analytics Premium to successfully move leads through the sales funnel.
8. LinkedIn Marketing Solutions: HubSpot
HubSpot, in search of quality leads, turned to LinkedIn Marketing Solutions to engage with marketing professionals in small to medium sized businesses, targeting them with ebooks, webinars, and how-to guides. Sponsored organic content appeared in members' LinkedIn feeds.
The result: 400 percent more leads within their target audience than efforts on other platforms.
9. LevelEleven: Staples
![case study sales examples leveleleven-case-study](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/leveleleven-case-study.png?width=550&name=leveleleven-case-study.png)
LevelEleven helped Staples focus their teams on the critical sales activities that matter.
The end result? Their team developed a better understanding of the KPIs that matter and experienced a 182 percent increase in key selling activities.
10. LifeSize: Rackspace
Rackspace is a world leader in hybrid cloud computing with offices throughout the world. The challenge was collaborating and communicating across offices.
The approach? LifeSize created a video solution to build stronger relationships across international offices.
11. Five9: Weed Man
![case study sales examples weedman-case-study](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/weedman-case-study.png?width=407&name=weedman-case-study.png)
Five years ago, the lawn care company Weed Man had an idea -- If their phone-based reps could connect with more prospects, more decisions would result, without adding sales reps.
The solution? Five9 assisted Weed Man with migrating their data to the cloud. This case study shows why SMBs like Weed Man should store business data on the cloud for CRM.
12. LogMeIn: Extent Technologies
One of the better, more concise case study examples, this one page synopsis clearly defines the challenges and goals of Extent.
It explores how LogMeIn provided effective solutions and produced stellar results, including a boost in staff productivity, an increase in first contact resolution rate, and an improvement in overall service.
13. Red Hat: North Carolina State Websites
![case study sales examples redhat-case-study](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/redhat-case-study.png?width=416&name=redhat-case-study.png)
Under mandate from the governor, the North Carolina Department of Information Technology needed to update state websites to overcome complex processes and limited technical resources.
The resulting solutions from Red Hat reduced maintenance times and lowered staffing costs.
14. VMWare: CenturyLink
This study addresses the complexities of cloud hosted infrastructure. One element of all case study examples is to educate perspective clients about the services and products offered.
This study takes a complex subject and makes it easy to understand, while clearly outlining the solutions VMWare can provide.
15. Hewlett Packard Enterprise: Mendix
![case study sales examples hewlett-packard-case-study](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/hewlett-packard-case-study.png?width=406&name=hewlett-packard-case-study.png)
This study breaks down another complex subject: rapid hosted cloud app development.
HPE links to additional content so readers can gain even more knowledge about the subject and the solutions HPE offers.
7 of the Best Online Case Studies
1. gravitate: global expeditions group.
![case study sales examples Gravitate case study](https://www.bluleadz.com/hs-fs/hubfs/Gravitate%20case%20study%20.png?width=600&height=435&name=Gravitate%20case%20study%20.png)
This case study is a great example of how to break up a detailed case study for an easier read.
Gravitate starts off by introducing their client, Global Expeditions Group (GXG), to give visitors a little background into what they do. They then dive straight into what their role was in helping GXG with a robust content marketing strategy.
What catches your eye at the beginning of this case study is the results. Rather than forcing readers to find out the impact of their efforts at the very end, they call out some major statistics and improvements that they helped GXG achieve. It's a great way to entice readers to keep them wanting to learn just how they did it.
Gravitate did a great job breaking up their rather long case study. Since it focuses on an entire content marketing strategy, they put various parts of their case study into separate sections, from their rebranding efforts to their website design and copywriting.
2. IDEO: INFARM
What we like so much about IDEO's case study about INFARM is that it reads just like a simple blog post – there's no sections and no busy graphics. While this doesn't work for everyone, it really matches the vibe of IDEO's brand.
This case study is short, sweet, and to the point, with the largest elements on the page being the images and a quote. At the very top, they outline the entire case study in two small sections – the challenge and the outcome.
What we like about this particular case study is how IDEO talks about what's next for INFARM. Beyond the typical problem-solution-result structure, they took it one step further to talk about the future and what INFARM plans on doing next.
3. Forge and Smith: Happy Planet
![case study sales examples Forge and Smith Happy Planet Case Study](https://www.bluleadz.com/hs-fs/hubfs/Forge%20and%20Smith%20Happy%20Planet%20Case%20Study.png?width=600&height=340&name=Forge%20and%20Smith%20Happy%20Planet%20Case%20Study.png)
Forge and Smith effectively uses real mockups and examples from the work they did for Happy Planet to showcase their work in action.
This case study is perfectly designed into multiple modules to break up chunks of text into three phases. They start off with the objectives they set in place for their website design and development work for Happy Planet, which is pretty unique for a case study.
What's great about this case study is the opportunity to view the finished website. A hyperlink isn't just hidden within the text forcing you to dig around looking for it; it's called out right then and there to let you view their finished work on the Happy Planet website.
Another great feature is the option to view a previous case study or all the case studies if you're interested. No need to locate the main page, you have direct access!
![case study sales examples forge and smith related case studies](https://www.bluleadz.com/hs-fs/hubfs/forge%20and%20smith%20related%20case%20studies.png?width=500&height=344&name=forge%20and%20smith%20related%20case%20studies.png)
4. CoSchedule: English Heritage
CoSchedule treats their case studies as customer stories, highlighting who their customers are and how their platform was able to help them. Their case study on English Heritage is simple to view and comprehend.
On the left, there is a customer spotlight on English Heritage, complete with a company logo, brief description, industry, company size, size of the marketing team, and more. These little details help give you a better idea of who the company is.
Then, on the right side of the screen, is a blog-like case study.
Rather than breaking up their message into the standard format, CoSchedule calls out the results that English Heritage has seen since switching to CoSchedule. Within each result, they touch on the challenge they had before CoSchedule then the lasting impact it created.
Throughout the case study, CoSchedule includes relevant screenshots and impactful quotes from English Heritage employees. This helps readers visualize what they are talking about.
5. Slack: OpenAI
Artificial Intelligence (AI) tools have quickly claimed center stage in the digital world. Slack is one business that hopped on the bandwagon and incorporated AI generated assistance into their platform, and this case study tells a story of success using modern technology.
In this case study , Slack relies heavily on testimonials to share the impact that OpenAI has made on their product. The story of Slack and OpenAI is told directly to readers by the people who experienced the partnership and how it can improve user experience for all kinds of businesses. Sharing a success story in this way makes the whole case study feel much more personal than just providing a list of statistics.
When customers read through the case study, they'll get to know perspectives from multiple people, hopefully coming across one that really resonates with them.
6. Square: The Epicurean Trader
The Epicurean Trader case study featured on the Square website follows the tried and true structure for a closer look into a success story. First, this case study introduces The Epicurean Trader and what problems they were facing as a retail business.
The next section of the case study discusses the solution proposed by Square and the implementation of their products as The Epicurean Trader expanded their business. Finally, this case study concludes with notable impacts as a result of using Square's software, including revenue growth and comparisons to standards set within the industry.
Reading through this case study, you'll join The Epicurean Trade on their journey to enhance their retail practices. Thanks to testimonials from the owner of the business, you'll also get an inside look at how this brand was able to grow with some help from Square.
Overall, this case study example is clear, concise, and easy to follow. Readers will get to know a highlighted business and how Square stepped in to resolve a problem they were facing.
7. Bluleadz: BandGrip
![case study sales examples BZ-BandGrip case study](https://www.bluleadz.com/hs-fs/hubfs/BZ-BandGrip%20case%20study.png?width=600&height=386&name=BZ-BandGrip%20case%20study.png)
We couldn't not pat our own backs for recently publishing a case studies page on our website.
Bluleadz often uses case study PDFs as sales collateral to send to qualified prospects. While we used these PDF designs internally, we wanted to make sure our client success stories were available to everyone coming to our site.
Thus, our case study page was born.
Our BandGrip case study really sticks out to us. We start off by introducing who BandGrip is, who they serve, and what they do.
Then, we highlight the struggles they were having with getting demo sign-ups on their page. We included relevant quotes from the CEO to show their need for a solution.
We then begin to outline all the pre-show and post-show tactics that we implemented to help them tackle their challenge and earn them more demo sign ups. Landing page screenshots and other various graphics help readers visualize what we were able to do.
Toward the end of the case study, we highlight the impact of our efforts, calling out some of the major statistics.
Highlight Your Past Successes to Attract Future Business
Each of these case study examples does an excellent job of outlining the challenges, solutions, and results provided. If you are building a portfolio of case studies, use these excellent examples for inspiration and format.
Once you master the art of the case study, you’ll find it’s packed with marketing power, giving you a huge ROI for the time you put into creating it.
If your leads have been falling off in the decision phase, a marketing case study may be just what you need.
Case studies are a powerful tool in your content marketing arsenal, so why not create one today? Click below to create your very own case study!
![case study sales examples click here to download the offer](https://no-cache.hubspot.com/cta/default/57042/0279ee57-0fc5-4bfe-8d24-6655821c64e1.png)
General FAQ
What is a case study.
Case studies are narratives that feature real-world situations or uses of products or services to demonstrate their value. A well-written case study will follow a customer as they define a problem, determine a solution, implement it, and reap the benefits.
The more to-the-point you can be in a case study, the better. Case Studies typically range from 500 words to 1,500 words depending on what's getting highlighted.
What Format Should My Case Study Be In?
Typically, a case study contains an introduction, a challenge, a solution, a benefit, and a result.
Why are Case Studies Important?
Case studies allow businesses to showcase how their product or service has been implemented successfully by their customers. It allows businesses to show how their product/service is actually used and the impact that it can have.
![case study sales examples Jackie Jacobson](https://www.bluleadz.com/hs-fs/hubfs/JJacobson%20Headshot%20square.jpg?width=150&name=JJacobson%20Headshot%20square.jpg)
Jackie Jacobson
Jackie is a Copywriter at Bluleadz. She graduated from Elon University with a degree in Creative Writing and is currently living in Charlotte, NC. If you need her, you can find her exploring the city or relaxing with a good book.
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27 Case Study Examples Every Marketer Should See
![case study sales examples Caroline Forsey](https://www.hubspot.com/hs-fs/hubfs/IMG_3144.jpg?width=48&height=48&name=IMG_3144.jpg)
Published: July 22, 2024
Putting together a compelling case study is one of the most powerful strategies for showcasing your product and attracting future customers. But it's not easy to create case studies that your audience can’t wait to read.
![case study sales examples marketer reviewing case study examples](https://www.hubspot.com/hs-fs/hubfs/case-study-examples.jpg?width=595&height=400&name=case-study-examples.jpg)
In this post, I’ll go over the definition of a case study and the best examples to inspire you.
Table of Contents
What is a case study?
Marketing case study examples, digital marketing case study examples.
![case study sales examples case study sales examples](https://offers.hubspot.com/hubfs/Case%20Study%20Creation%20Kit%2001-300.png)
Free Case Study Templates
Showcase your company's success using these three free case study templates.
- Data-Driven Case Study Template
- Product-Specific Case Study Template
- General Case Study Template
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A case study is a detailed story of something your company did. It includes a beginning — often discussing a challenge, an explanation of what happened next, and a resolution that explains how the company solved or improved on something.
A case study proves how your product has helped other companies by demonstrating real-life results. Not only that, but marketing case studies with solutions typically contain quotes from the customer.
This means that they’re not just ads where you praise your own product. Rather, other companies are praising your company — and there’s no stronger marketing material than a verbal recommendation or testimonial.
A great case study also has research and stats to back up points made about a project's results.
There are several ways to use case studies in your marketing strategy.
From featuring them on your website to including them in a sales presentation, a case study is a strong, persuasive tool that shows customers why they should work with you — straight from another customer.
Writing one from scratch is hard, though, which is why we’ve created a collection of case study templates for you to get started.
There’s no better way to generate more leads than by writing case studies . However, without case study examples from which to draw inspiration, it can be difficult to write impactful studies that convince visitors to submit a form.
To help you create an attractive and high-converting case study, we've put together a list of some of our favorites. This list includes famous case studies in marketing, technology, and business.
These studies can show you how to frame your company's offers in a way that is useful to your audience. So, look, and let these examples inspire your next brilliant case study design.
These marketing case studies with solutions show the value proposition of each product. They also show how each company benefited in both the short and long term using quantitative data.
In other words, you don’t get just nice statements, like “this company helped us a lot.” You see actual change within the firm through numbers and figures.
You can put your learnings into action with HubSpot's Free Case Study Templates . Available as custom designs and text-based documents, you can upload these templates to your CMS or send them to prospects as you see fit.
![case study sales examples digital marketing case study, template](https://knowledge.hubspot.com/hubfs/case-study-examples-1-20240719-3468816.webp)
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Showcase your company's success using these free case study templates.
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Blog Graphic Design 15+ Case Study Examples for Business, Marketing & Sales
15+ Case Study Examples for Business, Marketing & Sales
Written by: Alice Corner Jan 12, 2023
![case study sales examples Venngage case study examples](https://venngage-wordpress.s3.amazonaws.com/uploads/2021/10/case-study-examples-blog-header.png)
Have you ever bought something — within the last 10 years or so — without reading its reviews or without a recommendation or prior experience of using it?
If the answer is no — or at least, rarely — you get my point.
Positive reviews matter for selling to regular customers, and for B2B or SaaS businesses, detailed case studies are important too.
Wondering how to craft a compelling case study ? No worries—I’ve got you covered with 15 marketing case study templates , helpful tips, and examples to ensure your case study converts effectively.
Click to jump ahead:
What is a case study?
What to include in a professional case study, business case study examples, simple case study examples, marketing case study examples, sales case study examples.
- Case study FAQs
A case study is an in-depth, detailed analysis of a specific real-world situation. For example, a case study can be about an individual, group, event, organization, or phenomenon. The purpose of a case study is to understand its complexities and gain insights into a particular instance or situation.
In the context of a business, however, case studies take customer success stories and explore how they use your product to help them achieve their business goals.
![case study sales examples Case Study Definition LinkedIn Post](https://venngage-wordpress.s3.amazonaws.com/uploads/2021/10/Case-Study-Definition-LinkedIn-Post.png)
As well as being valuable marketing tools , case studies are a good way to evaluate your product as it allows you to objectively examine how others are using it.
It’s also a good way to interview your customers about why they work with you.
Related: What is a Case Study? [+6 Types of Case Studies]
A professional case study showcases how your product or services helped potential clients achieve their business goals. You can also create case studies of internal, successful marketing projects. A professional case study typically includes:
- Company background and history
- The challenge
- How you helped
- Specific actions taken
- Visuals or Data
- Client testimonials
Here’s an example of a case study template:
![case study sales examples marketing case study example](https://venngage-wordpress.s3.amazonaws.com/uploads/2023/01/bc73da09-a6f4-4310-92dc-3477ed48e792-1-1.png)
Whether you’re a B2B or B2C company, business case studies can be a powerful resource to help with your sales, marketing, and even internal departmental awareness.
Business and business management case studies should encompass strategic insights alongside anecdotal and qualitative findings, like in the business case study examples below.
Conduct a B2B case study by researching the company holistically
When it comes to writing a case study, make sure you approach the company holistically and analyze everything from their social media to their sales.
Think about every avenue your product or service has been of use to your case study company, and ask them about the impact this has had on their wider company goals.
![case study sales examples Venngage orange marketing case study example](https://venngage-wordpress.s3.amazonaws.com/uploads/2023/01/bc73da09-a6f4-4310-92dc-3477ed48e792-2.png)
In business case study examples like the one above, we can see that the company has been thought about holistically simply by the use of icons.
By combining social media icons with icons that show in-person communication we know that this is a well-researched and thorough case study.
This case study report example could also be used within an annual or end-of-year report.
Highlight the key takeaway from your marketing case study
To create a compelling case study, identify the key takeaways from your research. Use catchy language to sum up this information in a sentence, and present this sentence at the top of your page.
This is “at a glance” information and it allows people to gain a top-level understanding of the content immediately.
![case study sales examples Purple SAAS Business Case Study Template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Purple-SAAS-Business-Case-Study-Template.jpg)
You can use a large, bold, contrasting font to help this information stand out from the page and provide interest.
Learn how to choose fonts effectively with our Venngage guide and once you’ve done that.
Upload your fonts and brand colors to Venngage using the My Brand Kit tool and see them automatically applied to your designs.
The heading is the ideal place to put the most impactful information, as this is the first thing that people will read.
In this example, the stat of “Increase[d] lead quality by 90%” is used as the header. It makes customers want to read more to find out how exactly lead quality was increased by such a massive amount.
![case study sales examples Purple SAAS Business Case Study Template Header](https://venngage-wordpress.s3.amazonaws.com/uploads/2021/10/Purple-SAAS-Business-Case-Study-Template-Header-1.png)
If you’re conducting an in-person interview, you could highlight a direct quote or insight provided by your interview subject.
Pick out a catchy sentence or phrase, or the key piece of information your interview subject provided and use that as a way to draw a potential customer in.
Use charts to visualize data in your business case studies
Charts are an excellent way to visualize data and to bring statistics and information to life. Charts make information easier to understand and to illustrate trends or patterns.
Making charts is even easier with Venngage.
In this consulting case study example, we can see that a chart has been used to demonstrate the difference in lead value within the Lead Elves case study.
Adding a chart here helps break up the information and add visual value to the case study.
![case study sales examples Red SAAS Business Case Study Template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Red-SAAS-Business-Case-Study-Template.jpg)
Using charts in your case study can also be useful if you’re creating a project management case study.
You could use a Gantt chart or a project timeline to show how you have managed the project successfully.
![case study sales examples event marketing project management gantt chart example](https://venngage-wordpress.s3.amazonaws.com/uploads/2020/09/event-marketing-project-management-gantt-chart-example.png)
Use direct quotes to build trust in your marketing case study
To add an extra layer of authenticity you can include a direct quote from your customer within your case study.
According to research from Nielsen , 92% of people will trust a recommendation from a peer and 70% trust recommendations even if they’re from somebody they don’t know.
![case study sales examples Case study peer recommendation quote](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Case-study-peer-recommendation-quote.png)
So if you have a customer or client who can’t stop singing your praises, make sure you get a direct quote from them and include it in your case study.
You can either lift part of the conversation or interview, or you can specifically request a quote. Make sure to ask for permission before using the quote.
![case study sales examples Contrast Lead Generation Business Case Study Template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Contrast-Lead-Generation-Business-Case-Study-Template.jpg)
This design uses a bright contrasting speech bubble to show that it includes a direct quote, and helps the quote stand out from the rest of the text.
This will help draw the customer’s attention directly to the quote, in turn influencing them to use your product or service.
Less is often more, and this is especially true when it comes to creating designs. Whilst you want to create a professional-looking, well-written and design case study – there’s no need to overcomplicate things.
These simple case study examples show that smart clean designs and informative content can be an effective way to showcase your successes.
Use colors and fonts to create a professional-looking case study
Business case studies shouldn’t be boring. In fact, they should be beautifully and professionally designed.
This means the normal rules of design apply. Use fonts, colors, and icons to create an interesting and visually appealing case study.
In this case study example, we can see how multiple fonts have been used to help differentiate between the headers and content, as well as complementary colors and eye-catching icons.
![case study sales examples Blue Simple Business Case Study Template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Blue-Simple-Business-Case-Study-Template.jpg)
Marketing case studies are incredibly useful for showing your marketing successes. Every successful marketing campaign relies on influencing a consumer’s behavior, and a great case study can be a great way to spotlight your biggest wins.
In the marketing case study examples below, a variety of designs and techniques to create impactful and effective case studies.
Show off impressive results with a bold marketing case study
Case studies are meant to show off your successes, so make sure you feature your positive results prominently. Using bold and bright colors as well as contrasting shapes, large bold fonts, and simple icons is a great way to highlight your wins.
In well-written case study examples like the one below, the big wins are highlighted on the second page with a bright orange color and are highlighted in circles.
Making the important data stand out is especially important when attracting a prospective customer with marketing case studies.
![case study sales examples Light simplebusiness case study template](https://venngage-wordpress.s3.amazonaws.com/uploads/2020/09/Light-simplebusiness-case-study-template.png)
Use a simple but clear layout in your case study
Using a simple layout in your case study can be incredibly effective, like in the example of a case study below.
Keeping a clean white background, and using slim lines to help separate the sections is an easy way to format your case study.
Making the information clear helps draw attention to the important results, and it helps improve the accessibility of the design .
Business case study examples like this would sit nicely within a larger report, with a consistent layout throughout.
![case study sales examples Modern lead Generaton Business Case Study Template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Modern-lead-Generaton-Business-Case-Study-Template.jpg)
Use visuals and icons to create an engaging and branded business case study
Nobody wants to read pages and pages of text — and that’s why Venngage wants to help you communicate your ideas visually.
Using icons, graphics, photos, or patterns helps create a much more engaging design.
With this Blue Cap case study icons, colors, and impactful pattern designs have been used to create an engaging design that catches your eye.
![case study sales examples Social Media Business Case Study template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Social-Media-Business-Case-Study-template.jpg)
Use a monochromatic color palette to create a professional and clean case study
Let your research shine by using a monochromatic and minimalistic color palette.
By sticking to one color, and leaving lots of blank space you can ensure your design doesn’t distract a potential customer from your case study content.
![case study sales examples Color combination examples](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Color-combination-examples.png)
In this case study on Polygon Media, the design is simple and professional, and the layout allows the prospective customer to follow the flow of information.
The gradient effect on the left-hand column helps break up the white background and adds an interesting visual effect.
![case study sales examples Gray Lead Generation Business Case Study Template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Gray-Lead-Generation-Business-Case-Study-Template.jpg)
Did you know you can generate an accessible color palette with Venngage? Try our free accessible color palette generator today and create a case study that delivers and looks pleasant to the eye:
![case study sales examples Venngage's accessible color palette generator](https://venngage-wordpress.s3.amazonaws.com/uploads/2021/07/accessible-color-palette-generator-1024x519.png)
Add long term goals in your case study
When creating a case study it’s a great idea to look at both the short term and the long term goals of the company to gain the best understanding possible of the insights they provide.
Short-term goals will be what the company or person hopes to achieve in the next few months, and long-term goals are what the company hopes to achieve in the next few years.
Check out this modern pattern design example of a case study below:
![case study sales examples Lead generation business case study template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Lead-generation-business-case-study-template.jpg)
In this case study example, the short and long-term goals are clearly distinguished by light blue boxes and placed side by side so that they are easy to compare.
![case study sales examples Lead generation case study example short term goals](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Lead-generation-case-study-example-short-term-goals.png)
Use a strong introductory paragraph to outline the overall strategy and goals before outlining the specific short-term and long-term goals to help with clarity.
This strategy can also be handy when creating a consulting case study.
Use data to make concrete points about your sales and successes
When conducting any sort of research stats, facts, and figures are like gold dust (aka, really valuable).
Being able to quantify your findings is important to help understand the information fully. Saying sales increased 10% is much more effective than saying sales increased.
While sales dashboards generally tend it make it all about the numbers and charts, in sales case study examples, like this one, the key data and findings can be presented with icons. This contributes to the potential customer’s better understanding of the report.
They can clearly comprehend the information and it shows that the case study has been well researched.
![case study sales examples Vibrant Content Marketing Case Study Template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Vibrant-Content-Marketing-Case-Study-Template.jpg)
Use emotive, persuasive, or action based language in your marketing case study
Create a compelling case study by using emotive, persuasive and action-based language when customizing your case study template.
![case study sales examples Case study example pursuasive language](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Case-study-example-pursuasive-language.png)
In this well-written case study example, we can see that phrases such as “Results that Speak Volumes” and “Drive Sales” have been used.
Using persuasive language like you would in a blog post. It helps inspire potential customers to take action now.
![case study sales examples Bold Content Marketing Case Study Template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Bold-Content-Marketing-Case-Study-Template.jpg)
Keep your potential customers in mind when creating a customer case study for marketing
82% of marketers use case studies in their marketing because it’s such an effective tool to help quickly gain customers’ trust and to showcase the potential of your product.
Why are case studies such an important tool in content marketing?
By writing a case study you’re telling potential customers that they can trust you because you’re showing them that other people do.
Not only that, but if you have a SaaS product, business case studies are a great way to show how other people are effectively using your product in their company.
In this case study, Network is demonstrating how their product has been used by Vortex Co. with great success; instantly showing other potential customers that their tool works and is worth using.
![case study sales examples Teal Social Media Business Case Study Template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Teal-Social-Media-Business-Case-Study-Template.jpg)
Related: 10+ Case Study Infographic Templates That Convert
Case studies are particularly effective as a sales technique.
A sales case study is like an extended customer testimonial, not only sharing opinions of your product – but showcasing the results you helped your customer achieve.
Make impactful statistics pop in your sales case study
Writing a case study doesn’t mean using text as the only medium for sharing results.
You should use icons to highlight areas of your research that are particularly interesting or relevant, like in this example of a case study:
![case study sales examples Coral content marketing case study template.jpg](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Coral-content-marketing-case-study-template.jpg.png)
Icons are a great way to help summarize information quickly and can act as visual cues to help draw the customer’s attention to certain areas of the page.
In some of the business case study examples above, icons are used to represent the impressive areas of growth and are presented in a way that grabs your attention.
Use high contrast shapes and colors to draw attention to key information in your sales case study
Help the key information stand out within your case study by using high contrast shapes and colors.
Use a complementary or contrasting color, or use a shape such as a rectangle or a circle for maximum impact.
![case study sales examples Blue case study example case growth](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Blue-case-study-example-case-growth.png)
This design has used dark blue rectangles to help separate the information and make it easier to read.
Coupled with icons and strong statistics, this information stands out on the page and is easily digestible and retainable for a potential customer.
![case study sales examples Blue Content Marketing Case Study Tempalte](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Blue-Content-Marketing-Case-Study-Tempalte.png)
Case study examples summary
Once you have created your case study, it’s best practice to update your examples on a regular basis to include up-to-date statistics, data, and information.
You should update your business case study examples often if you are sharing them on your website .
It’s also important that your case study sits within your brand guidelines – find out how Venngage’s My Brand Kit tool can help you create consistently branded case study templates.
Case studies are important marketing tools – but they shouldn’t be the only tool in your toolbox. Content marketing is also a valuable way to earn consumer trust.
Case study FAQ s
Why should you write a case study.
Case studies are an effective marketing technique to engage potential customers and help build trust.
By producing case studies featuring your current clients or customers, you are showcasing how your tool or product can be used. You’re also showing that other people endorse your product.
In addition to being a good way to gather positive testimonials from existing customers, business case studies are good educational resources and can be shared amongst your company or team, and used as a reference for future projects.
How should you write a case study?
To create a great case study, you should think strategically. The first step, before starting your case study research, is to think about what you aim to learn or what you aim to prove.
You might be aiming to learn how a company makes sales or develops a new product. If this is the case, base your questions around this.
You can learn more about writing a case study from our extensive guide.
Related: How to Present a Case Study like a Pro (With Examples)
Some good questions you could ask would be:
- Why do you use our tool or service?
- How often do you use our tool or service?
- What does the process of using our product look like to you?
- If our product didn’t exist, what would you be doing instead?
- What is the number one benefit you’ve found from using our tool?
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28 Case Study Examples Every Marketer Should See
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![case study sales examples](https://www.marketingscoop.com/wp-content/uploads/2024/05/20240512185409-66411051e331b.jpg)
30+ Compelling Case Study Examples to Inspire Your Own (2023)
Case studies are one of the most powerful weapons in a marketer‘s arsenal. By providing real-world examples of how your product or service has been successfully implemented by satisfied customers, case studies can help new customers feel more confident in your brand, demonstrate your value, and close more sales.
In fact, a 2021 Content Marketing Institute report found that 69% of B2B marketers use case studies as part of their marketing mix. And according to Social Fresh, customer testimonials and case studies are considered the most effective content marketing tactics by 89% and 88% of marketers respectively.
But not all case studies are created equal. In order to truly leverage the power of social proof through case studies, you need to create them strategically, to tell a compelling story that resonates with your target audience.
To help inspire you, let‘s take a look at over 30 exceptional case study examples from companies across all different industries and explore what makes them so persuasive. We‘ll cover best practices for creating powerful case studies of your own, look at different case study formats, and provide helpful templates and resources you can use to get started.
What is a case study?
First off, let‘s clarify what we mean by a "case study." A case study is basically a success story that highlights how your product or service solved a real problem for a satisfied customer. It usually takes the form of a 800-2000 word article that includes things like:
- A summary of the customer‘s challenge and goals
- The process and solution provided by your company
- Key results and benefits experienced by the customer
- Engaging elements like photos, videos, and quotes to bring the story to life
The purpose is to educate potential buyers on how they can achieve similar positive outcomes by choosing to work with you. You‘re essentially making the case for why your solution is the ideal choice, by showing its real-world impact.
Here are a few fascinating statistics that demonstrate the impact case studies can have:
- B2B marketers who use case studies see 73% higher conversion rates compared to those who don‘t. (Content Marketing Institute)
- Including a case study on your website can increase conversions by 20-50%. (Bidsketch)
- 63% of marketers believe case studies are an effective tactic for building credibility and trust with prospects. (Curata)
- 78% of buyers seek out case studies when researching purchase decisions. (Demand Gen Report)
As you can see, case studies hold a lot of sway with buyers. Now let‘s look at some real-world examples for inspiration on creating your own.
30+ case study examples to learn from
- "How Handled Scaled from Zero to 121 Locations with the Help of HubSpot," by HubSpot
What‘s great about it:
- Puts the spotlight on the customer first and makes them the hero
- Weaves in compelling data points that quantify the impact
- Uses mixed media like video to engage the reader
- Includes a clear mention and link to the product used (HubSpot‘s CRM)
- "Rovio: How Rovio Grew Into a Gaming Superpower," by App Annie
- Opens with a powerful quote from the client that captures the value proposition
- Closes with another strong client quote to bookend the piece
- Highlights the specific product used (App Annie Intelligence) right at the top
- Ends with a clear CTA to book a demo
- "The Whole Package," by IDEO
- Uses a simple and conversational headline that still conveys the key outcome
- Breaks up the story into clear challenge, impact and progress sections
- Incorporates photos and engaging visuals to complement the copy
- Keeps paragraphs short and easy to scan
- "Rozum Robotics intensifies its PR game with Awario," by Awario
- Kicks off with a quick summary that encapsulates the key points
- Incorporates a clickable table of contents to enhance navigation
- Closes with a bulleted list of concrete results experienced by the client
- Maintains an informal yet informative tone
- "Biobot Customer Success Story: Rollins College, Winter Park, Florida," by Biobot
- Structures the piece like a narrative news article
- Provides extensive detail and context around the customer‘s challenge
- Mentions the COVID-19 pandemic to demonstrate relevance
- Uses clear headings and callouts to make the content easily digestible
- "Ensuring quality of service during a pandemic," by Ericsson
- Leverages diverse media like photos, graphs, videos and quotes to engage the reader
- Weaves in relevant links to related product/service pages throughout
- Closes with a clear CTA to explore more information
- Strikes a journalistic and educational tone that puts the customer first
- "The Met," by Fantasy
- Leads with a powerful and eye-catching headline image
- Allows the visuals to do much of the talking
- Keeps the copy concise and minimal to avoid overwhelming the reader
- Ends with a bold results section that quantifies the impact
- "Copernicus Land Monitoring – CLC+ Core," by Cloudflight
- Doesn‘t shy away from covering technical details and specs
- Incorporates a contact snapshot for the assigned sales rep at the bottom
- Focuses heavily on the client‘s unique needs and goals
- Uses white space and simple formatting to enhance readability
- "Valvoline Increases Coupon Send Rate by 76% with Textel‘s MMS Picture Texting," by Textel
- Immediately mentions the key result directly in the headline
- Includes a helpful "at a glance" sidebar to provide a quick summary
- Visually highlights key quotes and stats in a different color
- Makes effective use of white space and keeps the design clean
- "Capital One on AWS," by Amazon
- Creates an ongoing series of case studies focused on a single client
- Uses both internal and external content to round out the story
- Demonstrates the long-term impact and continued partnership
- Keeps each "chapter" of the series focused and digestible
Key best practices for writing compelling case studies
Based on these examples and industry knowledge, here are some best practices to follow when crafting your own powerful case studies:
Focus on telling an authentic story, not just rattling off facts. Use engaging elements like quotes, photos, videos.
Structure it with a clear beginning, middle and end. Set up the challenge, describe the solution, and share the results.
Make the client the hero of the story. Use their voice and perspective as much as possible.
Include real numbers and data points to illustrate the concrete impact your solution provided.
Keep the content concise and bite-sized. Use short paragraphs, bullet points, headings, and visuals to break it up.
Put the most important information up front. Share the key results in the headline or executive summary.
Include a clear CTA and links to additional relevant content so readers know what to do next.
Consider creating a series of case studies focused on a single client to demonstrate an ongoing relationship.
Experiment with different styles and formats to see what resonates best with your audience.
Illuminating case study formats and styles to consider
There is no one-size-fits-all template for a case study – the format and style you choose will depend on factors like your industry, audience, and resources. Here are a few different formats to consider:
The classic written case study: An 800-2000 word article formatted with elements like headings, images, quotes, and data points. This is the most common type.
The case study video: A 2-5 minute video featuring the client telling their story, intercut with footage of the product/service and explanatory animations.
The case study infographic: A long-form visual design that uses engaging data visualizations, icons, and short text blurbs to illustrate the key points of the story.
The case study slide deck: A 10-20 slide presentation that sales reps can walk prospects through, combining visuals and text.
The live case study webinar: A webinar featuring a real client sharing their story and results, with live Q&A from the audience.
You can also play with different stylistic approaches, such as using a journalistic news article format, a casual conversational Q&A, or an interactive scrolling design. Don‘t be afraid to get creative!
How to use case studies in your marketing and sales efforts
Once you‘ve created your case studies, it‘s time to put them to work as part of your marketing and sales strategy. Here are a few key ways to use them:
Feature case studies prominently on your website, especially on your homepage and product/service pages.
Include links to relevant case studies in your lead nurturing emails and email newsletters.
Share snippets and quotes from case studies on your social media channels and in social ads.
Equip your sales team with case studies to share with prospects throughout the sales process.
Gate your case studies behind a lead capture form to generate leads and get contact info from interested prospects.
Submit your case studies to industry awards and recognition programs to build credibility.
Incorporate case studies into your paid ad campaigns as part of your social proof.
Best of all, once you create a solid case study, you can get a lot of mileage out of it over a long period of time. It‘s the gift that keeps on giving!
Boost conversions with case studies
There you have it – over 30 inspiring case study examples and best practices to help you create your own powerful success stories. To recap, case studies are so effective as a marketing asset because they:
- Provide social proof and build trust with real customer stories
- Educate prospects on how your solution works and the outcomes it provides
- Demonstrate the value of your offering with concrete examples
- Generate leads when gated behind a lead capture form
- Move prospects through the sales funnel by overcoming objections
- Improve SEO by creating opportunities to rank for relevant keywords
If you want to boost conversions, establish credibility, and ultimately drive more sales, case studies should be a central part of your content marketing strategy. Follow these examples and best practices and start putting the power of case studies to work for your business today.
Looking for more help getting started? Check out these helpful case study templates and resources:
- [link to template 1]
- [link to template 2]
- [link to resource 1]
- [link to resource 2]
Happy case study creating!
Cracking the Sales Code: Lessons from 8 Sales Case Studies
Note: Some of the recommended resources (tools, vendors, books) may include affiliate links. I only promote solutions I use myself or businesses I support personally.
While HubSpot’s sales report shows a decent close rate of 29%, the lower win rate of 21% suggests inefficiencies. This gap indicates that unqualified leads are likely slipping through the cracks, requiring a closer look at lead qualification and potentially a sales process refinement to improve conversion rates.
Challenges in selling may have many reasons:
- Selling has become more challenging with the changes in consumer behavior.
- Salespeople’s selling techniques are not as effective anymore as they were years ago.
- The supply of products and/or services offered has saturated the market
- The sales distribution has spread thinly among individual salespeople.
The journey from prospect to conversion is a maze of challenges, and within these challenges lie the keys to mastering the art of sales.
To address these challenges and others, sales case studies offer valuable insights. Let’s delve into eight specific sales scenarios—selling something readily available for free, navigating crowded markets, approaching small and medium businesses with high-value solutions, tackling overseas sales, engaging with informed consumers, navigating long sales cycles, introducing emerging technologies, and overcoming price objections.
Each case study offers valuable lessons to be learned and applied to improve your sales strategy. The book, “ Built to Sell Creating a Business That Can Thrive Without You” target=”_blank” rel=”noreferrer noopener”>Built to Sell: Creating a Business That Can Thrive Without You ” provides essential guidance on transforming a business into a sellable asset by focusing on scalability and systematization. Integrating insights from this book into sales case studies offers valuable perspectives on how strategic planning and operational efficiency can lead to sustainable growth and increased valuation for businesses.
Now, in this exploration of sales case studies, let us delve into the dynamic process of sales and let us discuss challenging sales case studies and how to deal with them.
1. Selling Freemium Solutions Some products that are being sold have some free alternatives that people can get to. Examples include paid content and their free content alternative, CRMs, project management tools, and others. However, some businesses can sell these products and make good business out of it. Charging for something that could be obtained for free is feasible. That’s why services and products vary immensely – from smartphones to finding a carpenter or looking for apartments in the same area. So, how do you sell something that people could get for free? Let’s take the case of selling a Bottled Water. In a world where water is freely available, selling bottled water faced the challenge of convincing consumers to pay for something they could obtain at no cost. First, you need to identify the alternative options and how it presents an opportunity for your product. Let’s review what the options are if you want to gather water for free. Roughly speaking, you can either drink tap water or go to the nearest mountain or lake with seemingly good water. Tap water is known to contain certain chemicals like chlorine and aluminum sulfate. Pesticides and herbicides can also be found in some tests of tap water. This could cause asthma or different forms of skin damage, along with weakening the cells and a number of known and unknown problems (that add up with time). It’s dependent on the region, your neighborhood, the building, and the pipe installation in your home. Filtering is not a top priority for many since tap water wasn’t meant to be consumed orally in the first place. Some safety mechanisms are in place, but that’s not nearly enough. Plus, if you visit relatives or friends, there’s no way you can test the water upfront (every time). Spring water is somewhat clean as it’s being filtered through rocks. That said, you can’t rely on the structure of the water in different pools or rivers as it depends on different factors – like the flora or fauna living there, how far the stream is from the source, and the like (there are studies out there that explain everything more scientifically). You also need to determine what makes your product better. This will help convince people to pay a premium. Showcase the unique value proposition, emphasizing standards, safety, and convenience. The Bottled Water Case Study unveils the mastery of transforming a freely available resource into a premium, standardized product. Standards and Safety: Bottled water positioned itself as a safer, standardized alternative to tap water. Compliance with government regulations and quality standards reassured consumers about the purity and safety of the product. Convenience: The convenience of having access to clean water on the go became a significant selling point. Bottled water addressed the inconvenience and potential health risks associated with alternative sources, emphasizing the ease of carrying, accessibility, and reliability. Environmental Factors: Some brands further elevated value by promoting eco-friendly practices, contributing to the sustainability narrative. This additional layer of value appealed to environmentally conscious consumers. The Bottled Water Case Study demonstrates that by strategically emphasizing standards, safety, and convenience, a product can be transformed from a freely available resource into a premium solution with perceived value. All things considered, there are good reasons why bottled water is priced when people can obtain it for free. The filtering process is different and is standardized across brands. It’s more widely available than public sources (except for tap water), and it’s easier to carry small bottles whenever needed. Other goods, resources, tools, or services follow a similar process. Professional vendors invest in different activities to improve the quality of a product or a service – leading to higher demand and an actual business model. Free products and services always come with limitations – a premium provider can invest in customer support, the convenience of delivery, or anything else that is of value to the buyer. To sum it up, identify pressing problems that free alternatives face (in this case, lack of standardization and possible health risks) and turn the narrative in your favor. 2. Selling Products With Too Many Competitors
Is your business one of the many vendors selling different flavors of the same product (or in a niche with many competitors)?
This is where storytelling comes into play. People need solutions to problems in their specific industries.
Storytelling allows for putting those features to work by defining practical scenarios. Each business is unique in a way – there is a company mission, and there are business goals. And the company culture.
There’s a backstory to starting the business and an ideal subset of problems that are uniquely solved by a solution.
Stand out through storytelling. Examine the strategies of iconic brands like Nike and McDonald’s. Learn how they leveraged storytelling to create a unique identity and connect with their audience.
What Makes You Different?
If you are entering a saturated market, the question is: what makes you different?
There are tons of supermarkets, design agencies, and dentist offices. Yet, each one of them profiles in something unique or has some vibe attuned to the energy of their ideal audience.
- Nike sells sports equipment. But aside from the notorious “Just do it”, they’ve positioned themselves with multiple influencer-baked stories through athletes like Michael Jordan, Roger Federer, Tiger Woods, and lots of football players.
- McDonald’s spent $2.3 million in 1967 for a national advertising campaign, building a solid brand, pioneering outstanding customer service, and innovating in the “Happy Meals” department. Since then, they’ve created hundreds of incredible campaigns, including “love story” journeys with marriage proposals in their stores, responses to international events, and pivots in takeaway products (among others).
Businesses operate in different manners and follow various business processes . Some focus on quality, others – on price.
Each market has value for a specific audience. To build the bond between your business and your market, you need a story that serves as the bridge between you and your customers.
The mastery of storytelling by Nike and McDonald’s highlights the power of creating a unique brand narrative. By going beyond features and connecting emotionally with consumers, these brands established themselves as leaders in saturated markets.
3. Selling High-Value Solutions to SMEs
Selling high-value solutions to SMEs involves addressing specific challenges faced by smaller businesses that may not have the resources of larger enterprises.
The thing is, most small and medium business owners provide services or products that are not completely digital. Those that sell online goods and services would do fine through on-site and online sales and marketing .
Most “outstanding” solutions fall into one of the following categories:
- Those that would bring a ton of new customers to a business.
- Solutions that depend on someone who will manage the process, configure parameters, and talk to support staff to leverage the solution (after the onboarding/training process).
- Automation tools that will simplify the process (and possibly grow the traffic or bring new leads).
- Software that promises everything but won’t commit to a “money-back guarantee” if something goes wrong.
If I receive a hard offer for something that would yield a good multiplier on an annual basis and I’m 100% confident that this would work, I’ll pay the right amount. But that’s never the case.
For instance, if your software truly promises 3x growth of the business in a year, a company may not be able to cope with hiring and training in order to accommodate that growth.
And some businesses do prefer to stay small. Not every company aims to be the next Facebook or Airbnb.
Other tools depend on team members who are heavily involved in operations, maintenance, and adherence to a process. A business may be unable to allocate the resources required for the job. A small team only employs so many decision-makers and managers capable of allocating a good chunk of their time to something new that may or may not work.
Categorize solutions and tailor offerings to bring new customers, simplify processes, or promise growth. Understand the nuances of guaranteeing ROI and the importance of building a convincing case.
- Customer Acquisition Solutions: Tailor solutions that attract new customers to help SMEs expand their client base.
- Process Simplification Tools: Develop solutions that streamline processes, ensuring efficiency and ease of operation for SMEs.
- Growth-Promising Software: Offer tools that promise growth, providing SMEs with the means to scale their operations.
- Building a Convincing Case: Understand that SMEs often need reassurance about the return on investment. Build a compelling case by showcasing success stories, emphasizing long-term benefits, and offering flexible payment plans.
Successfully delivering high-value solutions to SMEs requires a nuanced understanding of their needs. By categorizing solutions and addressing specific pain points, businesses can establish trust and demonstrate the tangible benefits of their offerings.
All in all, if you build the right case and warm up a lead enough, you may be able to close a (new) client with the right proposition.
4. Selling Overseas
Expanding sales overseas involves navigating diverse markets, understanding cultural nuances, and overcoming logistical challenges inherent in international business.
Navigate international waters through a mix of digital marketing, local hires, social media, and strategic partnerships.
- Digital Marketing Abroad: Leverage digital marketing strategies tailored to specific international markets. This includes localized content, targeted advertising, and SEO optimized for regional preferences.
- Local Hires for Market Insight: Employ local sales representatives who understand the cultural, economic, and business landscapes. Their insights can guide effective market penetration and relationship building.
- Social Media Engagement: Utilize social media platforms to engage with international audiences. Create content that resonates with diverse cultures and encourages dialogue with potential clients.
- Strategic Partnerships: Form strategic partnerships with local businesses. Collaborations can provide access to established networks, facilitate smoother operations, and enhance credibility in the target market.
There are plenty of ways – some traditional, others – creative.
Are you selling services or products, digital or physical, B2B or B2C?
Do you target a single country or worldwide?
What are the demographics of your target audience?
What techniques do competitors use for selling?
For B2C sales (less expensive digital products/services), digital marketing and advertising work well.
Here’s what else you need to consider as a set of strategies for multinational sales penetration.
- Influencer marketing is a good investment, albeit long-term (it takes a while to work with multiple influencers on targeted campaigns).
- Hiring a local salesperson in each area is also a great idea. Selling more expensive products in a specific country (say, the US) may justify hiring a local salesperson there. Attending conferences, trade shows, meetups – and meeting prospects locally.
- Social media works in all cases, along with a well-maintained blog. The latter takes a while and is contingent on your content strategy and keyword research.
- Personal branding online could help you land podcast appearances and other interviews. Being able to position yourself in the right media outlets (that your prospects read) may yield good results.
- Consider partnerships, too. This is extremely valuable if you team up with a business managing a portfolio of “ideal” clients providing other services (complementing yours).
Triumph in international sales requires a multifaceted approach. By combining digital marketing, local expertise, social media engagement, and strategic partnerships, businesses can overcome the complexities of global markets and achieve success beyond borders.
5. Selling to “Informed” Consumers
In the age of information, consumers are more informed than ever before. They research products, read reviews, and compare options before purchasing. This shift in consumer behavior poses a unique challenge for sales professionals—how to engage and persuade individuals who already possess a wealth of information about the products or services they seek.
Adapt to the evolving consumer landscape by focusing on informed selling. Understand the preferences, knowledge, and expectations of modern consumers to tailor your approach.
Selling electric vehicles (EVs) in a market where consumers are becoming more informed about environmental issues and sustainable living was no easy feat for Tesla. But, Tesla strategically positioned its electric vehicles as not just cars but as a sustainable lifestyle choice. The company leveraged the increasing environmental awareness among consumers, emphasizing the benefits of EVs for reducing carbon footprints.
Elon Musk’s transparent communication and updates on Tesla’s advancements in battery technology and autonomous driving also contributed to winning over the informed consumer.
Acknowledge and respect the knowledge consumers bring to the table. Here’s how you can do it:
- Embrace Transparency and Honesty: Be transparent about your product or service, providing comprehensive information that complements the consumer’s understanding. Consequently, you build trust by being honest about your offerings. If a product has limitations or certain conditions, communicate them openly. Consumers appreciate authenticity.
- Tailor Your Pitch: Recognize that informed consumers seek personalized experiences. Tailor your sales pitch to address their specific needs and concerns. Showcase how your offering aligns with their individual preferences.
- Become an Advisor: Position yourself as an advisor rather than just a seller. Offer valuable insights, additional information, and industry knowledge. By adding value, you position your brand as a trusted resource.
- Leverage Digital Platforms: Meet informed consumers where they are – online. Utilize digital platforms, social media, and informative content to engage with your audience. Share educational content that goes beyond the basic product features.
- Understand Their Requirements: Practice active listening. Understand the specific requirements of the consumer, and align your pitch with what matters most to them. This demonstrates that you value their individual needs.
- Incorporate Consumer Feedback: Showcase that you value consumer opinions. Integrate feedback into your sales approach. Highlight improvements made based on customer input, demonstrating a commitment to continuous enhancement.
- Stay Up To Date: The consumer landscape evolves rapidly. Stay current with industry trends, consumer preferences, and emerging technologies. An adaptable sales approach ensures you resonate with the ever-changing informed consumer.
Adapting to the informed consumer landscape is not about circumventing their knowledge but aligning your strategies to complement it.
Understanding their preferences, acknowledging their expertise, and offering a personalized and value-driven approach can help you navigate the challenges of selling to a well-informed audience with finesse.
6. Selling Over Long Sales Cycles
Extended sales cycles can test the endurance of sales professionals. Today, the B2B purchasing process involves an average of seven decision-makers. Navigating through intricate decision-making processes, especially in industries with long buying cycles, requires a strategic and patient approach.
Cultivate patience and resilience. Learn effective strategies to nurture leads, build relationships, and stay top-of-mind during extended decision-making processes.
Here’s how you can go about it:
- Long-Term Relationship Focus : Shift the focus from immediate transactions to long-term relationships. Understand that building trust and rapport takes time, especially in industries where decisions are intricate and involve multiple stakeholders.
- Segmented Lead Nurturing : Divide your leads into segments based on their position in the sales funnel. Tailor your communication and engagement strategies according to each segment’s needs. Provide targeted content that addresses specific concerns at each stage.
- Continuous Education : During prolonged sales cycles, prospects may seek deeper insights. Provide educational content that addresses industry challenges, emerging trends, and potential solutions. Position your brand as an authoritative source of valuable information.
- Stay Top-of-Mind : Stay relevant in your niche . Regular, non-intrusive communication is key. Utilize newsletters, informative emails, and personalized updates to stay top-of-mind. Consistency in communication reinforces your commitment and interest in the prospect’s journey.
- Adaptive Approach : Be adaptable in your sales strategies. Understand that client needs and priorities may shift during extended sales cycles. Stay informed about any changes in their organizational goals or challenges, and adjust your approach accordingly.
- CRM Integration : Implement a robust Customer Relationship Management (CRM) system to track and manage interactions. Leverage automation to streamline communication and ensure that no prospect falls through the cracks during a lengthy sales cycle.
- Timely and Relevant Follow-Ups : Timely follow-ups are crucial. However, ensure that your follow-ups are not perceived as intrusive. Instead, provide value with each interaction, offering additional insights, case studies, or information that aligns with the prospect’s needs.
- Internal Resilience Training : Equip your sales team with resilience training. Extended sales cycles can be emotionally draining; having a resilient mindset is crucial. Train your team to bounce back from setbacks and remain focused on the long-term goal.
- Proactive Relationship Management : Anticipate potential concerns that may arise during a prolonged sales cycle. Proactively address these concerns, demonstrating your commitment to understanding and overcoming obstacles.
IBM often deals with complex B2B sales cycles, especially in the technology and enterprise solutions sector. The good thing is that IBM understands the need for patience in enterprise-level sales so well that IBM is the seventh largest technology company by revenue and the 49th largest overall as of 2022 and is also one of the world’s largest employers, with over 297,900 employees worldwide in the same year.
The company focuses on relationship-building through continuous communication, providing valuable insights, and showcasing the long-term benefits of their solutions. IBM invests in educational content to guide prospects through the decision-making process, recognizing that major IT decisions take time and careful consideration.
Patience is not just a virtue; it’s a strategic advantage in navigating extended sales cycles. Staying adaptive to changing dynamics positions you for success in industries where patience truly pays off.
7. Selling Emerging Technologies
Challenge: Introducing and selling emerging technologies.
Navigating the uncharted waters of selling emerging technologies presents unique challenges. The market for these products is often undefined, and potential customers may be unfamiliar with the benefits or hesitant to adopt new, unproven solutions.
Embrace the unique challenges of selling cutting-edge products. Explore ways to position your offerings as solutions to emerging needs, targeting early adopters.
When Amazon introduced its voice-controlled virtual assistant, Alexa, it was a relatively new concept in the consumer market.
Amazon strategically targeted early adopters by emphasizing the convenience and futuristic aspects of voice-activated technology. They rolled out frequent updates, continually expanding Alexa’s capabilities, and integrated it with a variety of smart home devices. By positioning Alexa as an innovative solution for smart homes, Amazon effectively captured the early adopter market and set the stage for widespread adoption.
How can you do the same?
- Identify Innovators and Early Adopters: Recognize that early adopters are key players in the technology adoption lifecycle. Understand their characteristics, motivations, and risk tolerance. Tailor your marketing and sales strategies to appeal to this audience.
- Employ Informative Content Marketing: Develop comprehensive content that educates potential customers about the benefits and applications of the emerging technology. Use webinars, case studies, and whitepapers to showcase real-world scenarios and success stories.
- Collaborate with Industry Influencers: Partner with influencers, thought leaders, or industry experts who can vouch for the credibility and potential of your emerging technology. Their endorsement can significantly impact early adopter confidence.
- Offer Pilot Programs: Mitigate the risk for early adopters by offering pilot programs. Allow them to test the technology in a controlled environment, gathering feedback and addressing concerns before a full-scale launch.
- Personalize Messaging: Craft messaging that speaks directly to the pain points and challenges early adopters face. Showcase how your technology provides innovative solutions and addresses their specific needs.
- Iterate Product Development: Adopt an agile approach to product development. Leverage customer feedback to make continuous improvements and updates. Early adopters appreciate the opportunity to influence the direction of a product.
- Establish Thought Leadership: Position your company as a thought leader in the emerging technology space. Publish insights, research, and predictions about industry trends. Build trust by demonstrating your commitment to staying at the forefront of technological advancements.
- Participate in Industry Events: Attend and actively participate in industry events, conferences, and meetups focused on emerging technologies. Networking with potential early adopters provides valuable insights and establishes your presence in the community.
- Highlight Early Success Stories: Showcase success stories of early adopters who have experienced positive outcomes with your technology. Peer testimonials and success narratives can be powerful motivators for others considering adoption.
Effectively selling emerging technologies requires a balance of innovation, education, and strategic partnerships. Remember this to successfully navigate the challenges associated with introducing cutting-edge products to the market
8. Selling Over Price Objections
Price objections are a common hurdle in the sales process. Customers may perceive your product or service as expensive, leading to hesitancy or the exploration of more budget-friendly alternatives.
Entering a market dominated by established razor brands, Dollar Shave Club needed to justify its subscription-based model. Dollar Shave Club addressed price objections by focusing on the convenience and cost-effectiveness of its subscription service.
The company highlighted the quality of its razors, the simplicity of doorstep delivery, and the overall savings compared to traditional razor purchasing. By providing additional value through a hassle-free experience and high-quality products, Dollar Shave Club successfully attracted customers despite initial price objections.
Highlight the value proposition beyond price. Showcase the long-term benefits, unique features, and additional value your product or service brings to overcome objections.
- Emphasize Comprehensive Value: Clearly communicate the holistic value your product or service provides. Highlight not only the immediate benefits but also the long-term advantages, cost savings, and positive impact on the customer’s business or life.
- Highlight Unique Selling Points: Identify and emphasize the unique features or attributes that differentiate your offering from competitors. Showcase how these distinctive elements contribute to a superior customer experience or enhanced outcomes.
- Provide ROI Demonstrations: Offer concrete demonstrations of the return on investment (ROI) that customers can expect. Use case studies, data analytics, or testimonials to illustrate how your product delivers tangible value that surpasses its cost.
- Create Value-Added Bundles: Package your product or service with complementary offerings to create additional value. Bundling allows you to present a more attractive overall proposition, making the price seem reasonable in comparison to the bundled benefits.
- Introduce Flexible Pricing Models: Explore flexible pricing options, such as tiered plans or subscription models. This allows customers to choose a pricing structure that aligns with their budget while still accessing essential features or services.
- Share Customer Success Stories: Leverage the power of customer testimonials and success stories. Showcase how other customers have overcome initial price concerns and achieved significant value and satisfaction over time.
- Offer Free Trials or Samples: Provide customers with the opportunity to experience your product or service through free trials or samples. Allowing them to test the offering firsthand can alleviate concerns and demonstrate its worth.
- Educational Materials on Value: Develop educational content that specifically focuses on the value derived from your product or service. Highlight the unique attributes that contribute to a positive customer experience or solve critical problems.
- Transparent Pricing Discussions: Be transparent in pricing discussions. Clearly articulate the value proposition and explain how the pricing structure aligns with the benefits and features offered. Open communication builds trust and addresses concerns.
Overcoming price objections involves showcasing the true worth of your product or service.
But here’s a great tip from Thomas McKinlay, Founder of Ariyh :
When selling premium options or add-ons, use the price difference to your advantage by stating how much more the premium option costs compared to the basic one. For example, instead of showing the full prices ($190 vs $270), highlight the difference ($80 more). This approach makes the premium option feel cheaper and can significantly boost sales.
Effectively communicating comprehensive value, emphasizing unique selling points, and providing tangible evidence of ROI position your offering as a valuable investment rather than a mere expense.
Without a doubt, the sales industry is a dynamic one that requires adaptability, ingenuity, and strategic thinking. Exploring the various sales case studies brings to light the contemporary sales process and have gleaned priceless insights from major players in the field.
I hope these insights help you as you start your sales journey and provide you the confidence to confidently navigate the difficult sales landscape. With these lessons in hand, you’re well-positioned to succeed in the constantly changing field of salesmanship. Cracking the sales code is a quest that never ends.
Do you struggle with sales and other business challenges ? Head to this sales guide and learn more practical tips and strategies.
My name is Mario Peshev, a global SME Business Advisor running digital businesses for 20 the past years.
Born in Bulgaria, Europe, I gained diverse management experience through my training work across Europe, North America, and the Arab world. With 10,000+ hours in consulting and training for organizations like SAP, VMware, CERN, I’ve dedicated a huge amount of my time to helping hundreds of SMEs growing in different stages of the business lifecycle.
My martech agency DevriX grew past 50 people and ranks as a top 10 WordPress global agency and Growth Blueprint, my advisory firm, has served 400+ SME founders and executives with monthly ongoing strategy sessions.
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More From Forbes
11 excellent ways to use case studies to convert leads into sales.
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While case studies that highlight the benefits customers have experienced using a product or service provide powerful ways to prove its value to leads, you need to be strategic in your approach to creating and distributing them. To ensure that a case study will not only show potential customers exactly how your offerings have helped others achieve their goals, but also give them the information they need to make a decision to buy, there are some best practices to observe.
Below, 11 members of Forbes Agency Council discuss some of the best ways businesses can go about using case studies to convert leads into sales. See their advice to learn how to better inform and persuade your own prospects with relevant and compelling case studies.
Members explore ways to convert leads using case studies.
1. Keep Case Studies Concise
Case studies should focus on business impact: Did this product or service move “the needle?” Too often, they’re romanced with all of the thinking and creativity, which overshadows performance. Potential customers or clients want to know that it worked and, thereby, see how you can help them. My advice is to keep case studies concise to pique interest and leave prospects asking for more details. - Edward Hoffman , Spool Marketing & Communications
2. Post The Analytics
“Show, don’t tell” is a very important concept when it comes to case studies. It’s one thing to say, “We did all of these great things.” However, showing the analytics that back it up can make it all the more powerful. - Danny Star , Website Depot
3. Pitch Case Studies To The Media
Case studies on your website are valuable for prospects who already know about you, but also look to leverage them externally. If your customer has seen real business value and is willing to speak to the media, try pitching the case study to your industry trade press and that of your customer. Media outlets like to show real-world examples of how companies are solving problems similar to those of their readers. - Lindsey Groepper , BLASTmedia
Today’s NYT Mini Crossword Clues And Answers For Saturday, August 31
Desperate to save pokrovsk, the ukrainian national guard has deployed one of its few offensive brigades, novak djokovic follows carlos alcaraz out of the u.s. open as stunning upsets continue.
4. Tell The Story In Detail
Details are important when using case studies to demonstrate the effectiveness of a product or service. Your audience is more interested in the “how,” as it helps them decide whether or not they can relate to your brand. By telling the story from start to finish, you will help them to understand what your company has done to address a need and meet goals while highlighting your product’s benefits. - Adrian Falk , Believe Advertising & PR
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5. Include Relevant Visual Elements
Case studies must “show, not tell.” Companies need to visually depict how a product or service has solved a real-world business problem. A case study must demonstrate the creative approach taken. This is hard to do with text only. The best case studies include visual elements that help connect the problem and solution. - Noah Dye , LEWIS
6. Focus On The Success Metrics
Focus on the success metrics as they pertain to the goals of your client. Don’t just focus on the solutions you provided; show how you moved the needle on their profits and overall growth. If you can feature some social proof provided by your client, do it! Remember, those reading case studies are in the consideration phase of their journey, so give them something data-driven to really consider. - Bernard May , National Positions
7. Put Case Studies In The Context Of Clients’ Goals
I have learned that, although data and statistics are great, the most impactful case studies demonstrate the unique needs of that client and how that initiative truly moved the needle to create a measurable impact on the client’s bottom line. Putting that case study in the larger context of the client’s overall goals can go a long way in demonstrating success. - David Harrison , EVINS
8. Use Case Studies In Retargeting
If customers have already viewed your services, this means they are interested in what you offer, at least to some degree. Answering their questions and addressing their hesitations in the context of a positive case study is a great way to educate your leads as well as close the deal. - Damon Burton , SEO National
9. Empower Your Salespeople With Case Studies
Salespeople find case studies valuable because they validate how your company’s solution has been applied in the real world and show the results achieved, allowing them to say, “Don’t just take my word for it. Read this!” Collaborate with sales to identify which types of case studies are most needed. You may find that you’ll need a mix of technical and business-impact case studies across multiple industries or application areas. - Wendy Covey , TREW Marketing
10. Use Case Studies To Establish Trust And Credibility
It’s essential for us to carefully document most of our projects and the results we generated through virtual case studies. The purpose of case studies is to show the challenges we faced before taking on a project, the solutions we brought to the table, how we delivered results and a testimonial from our client. Use case studies to establish trust and credibility in your industry. - Alex Quin , UADV
11. Create A Multimedia Story
Skip the tired old “problem-solution-results” format in favor of something more innovative and engaging. Create a multimedia story with video, text and interactive graphics that tells your customer stories in a way that sucks buyers in and makes them want to have the same experience. - Scott Baradell , Idea Grove
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How to Use Sales Case Studies Effectively (With Examples and Mistakes to Avoid)
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- February 10, 2021
Used right, sales case studies can boost your deal closing ratio, making them a valuable addition to your sales enablement library.
But here’s the thing…
There are hundreds of tutorials on how to create them. Not so much on how to use them in your sales process.
So that’s what we’re going to cover here. Keep reading for practical tips on how you can use your case studies to attract new prospects and convert existing prospects into paying customers.
- The value of a case study
- How to use case studies in the sales process
- Types and examples of sales case studies
- Making case studies easy to use
- What not to do
What Is a Case Study?
Let’s make sure we’re all on the same page here.
A case study in sales is any story, data, or evidence of your product or service benefitting a customer.
Case studies aren’t really about your company though. This is an easy mistake to make. The focus should always be on the benefits your customers and clients experience because of your company.
They should be data-focused, and should include the problem the customer went through and how your product helped the customer overcome it.
Case studies give you the ability to frame your product in the way you want.
![case study sales examples](https://gtmnow.com/wp-content/uploads/2019/09/Case-Study-wont-make-them-buy-300x251.png)
They allow you to build one of the most valuable and hard-to-find things in sales — trust .
This makes the case study one of your most powerful sales tools.
The Value of a Case Study
A tool is only as good as its craftsman, and it’s the same with case studies. They aren’t the smoking gun that will immediately close the deal, but in the hands of a skilled SDR or AE, they can help you control the narrative and bat away objections .
Richard Harris of Harris Consulting had this to say,
“Case studies don’t actually make the sale. What they do is provide real-world validation.
The real value of a case study only applies once a conversation around the prospect use case has occurred. In most cases, the case study just verifies your legitimacy and allows the prospect to ‘check the box.’
You must have case studies, though. That’s for sure.”
That real-world validation is key. Hearing a convincing pitch is one thing, but seeing how a product or service works in the real world goes a long way to stripping objections and building trust in your brand.
A case study may not make someone buy, but not having a case study will almost certainly make it harder to close the deal.
How to Use Case Studies in the Sales Process
That’s all well and good, but how do you actually use a case study in your sales process?
Sales expert and VP of Sales at Vector Solutions, Phil Gerbyshak , shared with us the different ways his team utilizes case studies.
“My sales team uses case studies extensively for social proof.
We use them in first contact with customers as an opening attention grabber, to overcome an objection, and lastly, to ask for references.”
The concept of social proof is important. It builds trust in your brand’s ability to follow through with your promises and to solve your customer’s problems.
Here are some practical tips for using case studies to do that at every stage of the buyer’s journey.
Attracting and engaging new leads
As an online lead generation tool , case studies make an attractive offer. They have the added bonus of attracting your ideal customer at the precise moment they’re actively looking for solutions.
For this, rather than a one-page write-up, think in terms of a free guide detailing the challenges company X was facing, how their problem was solved, and what their experience has been with your product.
But free downloads aren’t the only way to use case studies to generate leads. They’re also a great format for webinars .
Of course, the key is to get the topic right. You want to focus on your customer and the success they’ve enjoyed, not on your company and product.
Good: How Company X Doubled Their Revenue in Y Weeks
Bad: How [Product Name] Helped Company X Overcome Y
RELATED: The Power of Social Selling (+ 7 Rules for Storytelling in Sales)
Don’t forget cold outreach . Case studies are the perfect excuse to reach out to a new lead. They ensure your first touch is value-add and selfless.
Building confidence during discovery and demos
Case studies can be used to answer questions, show use-cases, and prove that your product does what you say it does.
During any call , you can use them to keep things from stalling out or taking a negative turn.
And it’s easy to make the offer a natural part of your conversation. Phil told us that his team broaches the subject directly. They’ll ask something like,
“Here are some relevant results a company like yours got with us. Is this of interest to you?”
During a demo , case studies can turn a boring features-review into an engaging presentation.
And it’s as simple as telling stories about previous customers who struggled with specific problems, then showing how one of your features solves that problem.
You don’t need to trick the prospect into seeing a case study. This is information they likely want to see so they can make an informed purchase.
Often the best way to bring up a case study with a prospect is to simply ask if they want to see it.
Overcoming objections
One of the most valuable (and most obvious) benefits of a case study is using it to overcome objections .
Alex Greer , Founder & CEO, SIGNAL HQ, says,
“They are a great way to alleviate fear that an investment in a new solution may not work, or generate enthusiasm about the new capabilities a solution unlocks for an organization. Ultimately, they demonstrate your business has experience working with similar customers, and that your solution drives results.”
Fear is the enemy of every sale.
Your customers have to make a very important decision. They have to decide to invest a large amount of money and time into trying your solution to their problem. There will always be fear initially that your solution will be a poor investment.
Case studies allow you to address your customers’ pain points directly, with real-world data .
Phil again shared with us how his company brings this up to the customer. Once they find their customers’ main concern they’ll say something like,
“A client in a similar situation to you had that concern, and here’s what they did…”
Similar is the key here.
Your case study needs to be as similar to your current customer as possible. Richard Harris says that your,
“Potential customers want to know the case study, but they’ll rarely believe the case study will be equal to them.”
Many prospects think that their company and its problems are so unique that no case study will truly capture the depth of their problem. Sometimes this is true, sometimes not. That’s not important.
What is important is that you realize you’ll always be fighting an uphill battle to prove your case study applies to your prospect.
The less similar the case, the harder that fight will be. Which is why choosing a case study that’s too dissimilar can end up creating more objections instead of removing them.
So make life easier for yourself. Take the time to pick as similar a case study as you can.
What Are the Three Types of Case Studies?
There are a few types of sales case studies:
- Explanatory
- Instrumental
- Implementation
We’ll cover these types in more detail below, along with case study examples for each.
1. Explanatory Case Study
It is essential to remember that a case study incorporates an oral discussion of your findings with the potential client before they commit to anything, as it can make or break a sale.
Explanatory case studies are primarily descriptive studies that do well with complex solutions common in enterprise technology and healthcare. They typically use a few instances of a phenomenon to show how the existing solution works. Explanatory case studies only use one or two occurrences to familiarize prospects with how to solve an unfamiliar problem.
Sales Case Study Example: Chargebee
Chargebee has a great explanatory case study of how their customer, Freshdesk, was able to scale their helpdesk services from 500 to 8,000 customers by introducing a single source of truth onto a single dashboard.
2. Instrumental Case Study
One way to help your prospects gain insight into the solution you are selling is through an instrumental case study.
This type of case study does not focus on the results, but instead on understanding the relationship between the problem and its solution. This works best for technical products or software programs. When things get technical, however, it can be hard to know when to use technical terms or plain language.
Sales Case Study Example: Aspire Systems
Aspire Systems created an instrumental case study where they developed a data integration platform for a leading vendor of data integration solutions. With this case study, they did a fantastic job of creating summary sections using layperson terms while using images of their system architecture that clearly shows their processes even when using technical language.
3. Implementation Case Study
The implementation case study is a quick way to showcase your previous customer’s success stories. This type of case study shows what problem needed to be solved, what solution was used, and how it was implemented.
It’s important for sales reps to quickly showcase the problem-solution-result, and a great way to do so is through a brief case study that focuses on the implementation part. Implementation case studies can be just one page or several, but it should always include the problem being solved, how the solution was executed, and why this particular solution stands out as an example for other companies in similar industries.
Sales Case Study Example: Mitsubishi Electric
Mitsubishi Electric created a one-pager case study for sales teams about how their solution helped Twilight Cruises address passenger complaints about comfort. This implementation case study stands out because Mitsubishi ensured that Twilight furnished a well-crafted testimonial about the new air conditioning units in a way that it builds faith and trust among readers.
Making Case Studies Easy to Use
![case study sales examples](https://gtmnow.com/wp-content/uploads/2019/09/case-study-no-need-to-trick-300x251.png)
For your case studies to be relevant, you need to be able to choose the perfect case study for the perfect moment.
You likely have been given a large pile of resources to help you sell — from random specs and data to full-on case studies.
It can often be overwhelming, and finding the gold in that pile can often be difficult.
Alex Greer had some more tips for us here,
“It’s important for everyone in your sales organization to know exactly where to access an index or database of all your referenceable customers and collateral. You can organize this with something as simple as an Excel or Google Sheet, or a more robust asset management system in Salesforce, Highspot, Showpad, or similar.
This customer reference index should have (at least) the following types of tags, since each customer will give their own set of permissions:
– Publicly Referencable by Name? (Yes/No)
– Publicly Referencable in Written Communication? (Yes/No)
– Permission to display logo? (Yes/No)
– Links to Testimonial Webpages
– Links to Testimonial Videos
– Links to Written Case Studies
– Links to Webinars
– Links to Slides”
Having an index like this is perfect for keeping track of your case studies, so you’re not jumping from email to email, or wasting time searching through your hard drive to find the one case study that’s a perfect fit.
RELATED: The Complete Guide To Auditing Your Sales Content Library
Even with an index like this, though, it’s important to know your case studies well. You need to know what to look for when you start dealing with a client.
Another excellent way to utilize an index like this is to put it on your website and let it do much of your work for you.
Create a case studies page
One of the most valuable resources you can provide on your website is an easy-to-find page on your website filled with all of your best case studies. Your sales teams can even use them to nudge prospects closer to their buying decision!
This does two things for you.
- It works passively to attract new customers who are impressed with what you’ve done for other companies.
- It works as a valuable resource when you’re selling.
When you’re talking to a prospect, it acts as a database, where you can easily search the exact study you need. It also allows you to direct customers to it, or show them directly if you’re talking to them in-person.
Outreach does a great job with this. They have a Customer Stories page that’s easy to find and chock full of great case studies.
![case study sales examples case study for sales teams](https://gtmnow.com/wp-content/uploads/2019/09/outreach-case-studyies.png)
Today’s buyers are used to having a huge amount of data available to them. When buying anything, their first instinct is to look at user reviews.
Deloitte’s consumer review says that “customers are very used to having a huge amount of data available to them.” What’s more, ”81% of customers read reviews and check ratings.”
So make the data available.
Give your customers the tools to sell themselves on you.
If you don’t have a page like this, then you need one. Your website is free real estate to show people how great your company and product is. Use it.
Use case studies to get case studies
All of these benefits require that you have applicable case studies to use. So an important way to utilize your case studies is to use them to actually to get more case studies and reviews.
Phil Gerbyshak says that his team does this by, again, being very straightforward and simply saying,
“We have a review/case study from a client like you, would you be open to sharing one as well?”
This will help keep your case studies page and index full and make sure you and your sales team have the ammunition to keep every deal moving forward.
What NOT to Do
There are a few pitfalls to avoid when using case studies.
Don’t lie or stretch the truth.
This should be pretty obvious. These days it is easier than ever to fact check. If you’re caught in a lie, any trust you’ve built up — and likely the sale itself — is gone.
Don’t forget who you’re talking to.
Like I mentioned before, the case study should be a similar case to the customer you’re speaking to. They shouldn’t need to stretch their imagination to see how this applies to them.
Don’t focus on how great your company is.
The case study’s focus should be on the customer’s benefit .
If it sounds too much like propaganda or a promo, you’ll lose your customer focus.
Once people think they’re being sold to, they’ll often either stop listening or stop trusting you. They’ll start looking much more critically at everything you’re saying, wondering if you’re telling them the truth or not.
If you do a case study right, they’ll still walk away thinking your company is great, even though you never told them that directly.
Don’t forget about the data.
The more data-focused, the better. A good case study should be backed by facts, even if you’re telling it in story form. This has the added bonus of lending itself to visually engaging elements such as graphs and charts.
Final Words
Case studies can be a very powerful tool to have in your sales toolbelt. So, equip yourself.
Gather your case studies, and use them to convert potential sales into very real revenue.
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16 case study examples (+ 3 templates to make your own)
![case study sales examples Hero image with an icon representing a case study](https://images.ctfassets.net/lzny33ho1g45/4JZVglEqNwt9L9UpaEjxIo/081978a72c139acccf7ee39ed290ffd8/case-study-hero.png?w=1520&fm=jpg&q=30&fit=thumb&h=760)
I like to think of case studies as a business's version of a resume. It highlights what the business can do, lends credibility to its offer, and contains only the positive bullet points that paint it in the best light possible.
Imagine if the guy running your favorite taco truck followed you home so that he could "really dig into how that burrito changed your life." I see the value in the practice. People naturally prefer a tried-and-true burrito just as they prefer tried-and-true products or services.
To help you showcase your success and flesh out your burrito questionnaire, I've put together some case study examples and key takeaways.
What is a case study?
A case study is an in-depth analysis of how your business, product, or service has helped past clients. It can be a document, a webpage, or a slide deck that showcases measurable, real-life results.
For example, if you're a SaaS company, you can analyze your customers' results after a few months of using your product to measure its effectiveness. You can then turn this analysis into a case study that further proves to potential customers what your product can do and how it can help them overcome their challenges.
It changes the narrative from "I promise that we can do X and Y for you" to "Here's what we've done for businesses like yours, and we can do it for you, too."
16 case study examples
While most case studies follow the same structure, quite a few try to break the mold and create something unique. Some businesses lean heavily on design and presentation, while others pursue a detailed, stat-oriented approach. Some businesses try to mix both.
There's no set formula to follow, but I've found that the best case studies utilize impactful design to engage readers and leverage statistics and case details to drive the point home. A case study typically highlights the companies, the challenges, the solution, and the results. The examples below will help inspire you to do it, too.
1. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Volcanica Coffee and AdRoll
![case study sales examples On top of a background of coffee beans, a block of text with percentage growth statistics for how AdRoll nitro-fueled Volcanica coffee.](https://images.ctfassets.net/lzny33ho1g45/5zkCdb92Aqc4B6LGt3Itpt/ebeec0d1cca69cedbf242d74d90454fd/Volcanica-AdRoll-case-study-example.png?w=1400)
People love a good farm-to-table coffee story, and boy am I one of them. But I've shared this case study with you for more reasons than my love of coffee. I enjoyed this study because it was written as though it was a letter.
In this case study, the founder of Volcanica Coffee talks about the journey from founding the company to personally struggling with learning and applying digital marketing to finding and enlisting AdRoll's services.
It felt more authentic, less about AdRoll showcasing their worth and more like a testimonial from a grateful and appreciative client. After the story, the case study wraps up with successes, milestones, and achievements. Note that quite a few percentages are prominently displayed at the top, providing supporting evidence that backs up an inspiring story.
Takeaway: Highlight your goals and measurable results to draw the reader in and provide concise, easily digestible information.
2. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Taylor Guitars and Airtable
![case study sales examples Screenshot of the Taylor Guitars and Airtable case study, with the title: Taylor Guitars brings more music into the world with Airtable](https://images.ctfassets.net/lzny33ho1g45/6LEd8k451DjuJ74WiJnAdw/f50700410b8f23ebe056e16e2a713967/taylor_guitars-airtable.png?w=1400)
This Airtable case study on Taylor Guitars comes as close as one can to an optimal structure. It features a video that represents the artistic nature of the client, highlighting key achievements and dissecting each element of Airtable's influence.
It also supplements each section with a testimonial or quote from the client, using their insights as a catalyst for the case study's narrative. For example, the case study quotes the social media manager and project manager's insights regarding team-wide communication and access before explaining in greater detail.
Takeaway: Highlight pain points your business solves for its client, and explore that influence in greater detail.
3. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} EndeavourX and Figma
![case study sales examples Screenshot of the Endeavour and Figma case study, showing a bulleted list about why EndeavourX chose Figma followed by an image of EndeavourX's workspace on Figma](https://images.ctfassets.net/lzny33ho1g45/37ShMunWKqi19KqZqyFx0P/baecf9ba5d439525c1042b7a0c1cdeda/EndeavourX-figma-case-study-example.png?w=1400)
My favorite part of Figma's case study is highlighting why EndeavourX chose its solution. You'll notice an entire section on what Figma does for teams and then specifically for EndeavourX.
It also places a heavy emphasis on numbers and stats. The study, as brief as it is, still manages to pack in a lot of compelling statistics about what's possible with Figma.
Takeaway: Showcase the "how" and "why" of your product's differentiators and how they benefit your customers.
4. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} ActiveCampaign and Zapier
![case study sales examples Screenshot of Zapier's case study with ActiveCampaign, showing three data visualizations on purple backgrounds](https://images.ctfassets.net/lzny33ho1g45/7Khw3zYIK2VHIt5Zce3mTP/79114737afbe50ea63ad28cbb5b6669b/active_campaign.png?w=1400)
Zapier's case study leans heavily on design, using graphics to present statistics and goals in a manner that not only remains consistent with the branding but also actively pushes it forward, drawing users' eyes to the information most important to them.
The graphics, emphasis on branding elements, and cause/effect style tell the story without requiring long, drawn-out copy that risks boring readers. Instead, the cause and effect are concisely portrayed alongside the client company's information for a brief and easily scannable case study.
Takeaway: Lean on design to call attention to the most important elements of your case study, and make sure it stays consistent with your branding.
5. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Ironclad and OpenAI
![case study sales examples Screenshot of a video from the Ironclad and OpenAI case study showing the Ironclad AI Assist feature](https://images.ctfassets.net/lzny33ho1g45/boU64Sb4KEtZMtNWbcm0B/d4c825a4297fc9e55f5d8c0d5a82617f/ironclad.png?w=1400)
In true OpenAI fashion, this case study is a block of text. There's a distinct lack of imagery, but the study features a narrated video walking readers through the product.
The lack of imagery and color may not be the most inviting, but utilizing video format is commendable. It helps thoroughly communicate how OpenAI supported Ironclad in a way that allows the user to sit back, relax, listen, and be impressed.
Takeaway: Get creative with the media you implement in your case study. Videos can be a very powerful addition when a case study requires more detailed storytelling.
6. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Shopify and GitHub
![case study sales examples Screenshot of the Shopify and GitHub case study, with the title "Shopify keeps pushing ecommerce forward with help from GitHub tools," followed by a photo of a plant and a Shopify bag on a table on a dark background](https://images.ctfassets.net/lzny33ho1g45/1yqd00ODPxdbWF4Muf0FM9/2f3c2f0222015a1d632e8b487e9407eb/Shopify_github.png?w=1400)
GitHub's case study on Shopify is a light read. It addresses client pain points and discusses the different aspects its product considers and improves for clients. It touches on workflow issues, internal systems, automation, and security. It does a great job of representing what one company can do with GitHub.
To drive the point home, the case study features colorful quote callouts from the Shopify team, sharing their insights and perspectives on the partnership, the key issues, and how they were addressed.
Takeaway: Leverage quotes to boost the authoritativeness and trustworthiness of your case study.
7 . .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Audible and Contentful
![case study sales examples Screenshot of the Audible and Contentful case study showing images of titles on Audible](https://images.ctfassets.net/lzny33ho1g45/7cjUfjJD0srKSl2neIESFJ/9b943d11632863fbd9c165676a88db7d/Audible.png?w=1400)
Contentful's case study on Audible features almost every element a case study should. It includes not one but two videos and clearly outlines the challenge, solution, and outcome before diving deeper into what Contentful did for Audible. The language is simple, and the writing is heavy with quotes and personal insights.
This case study is a uniquely original experience. The fact that the companies in question are perhaps two of the most creative brands out there may be the reason. I expected nothing short of a detailed analysis, a compelling story, and video content.
Takeaway: Inject some brand voice into the case study, and create assets that tell the story for you.
8 . .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Zoom and Asana
![case study sales examples Screenshot of Zoom and Asana's case study on a navy blue background and an image of someone sitting on a Zoom call at a desk with the title "Zoom saves 133 work weeks per year with Asana"](https://images.ctfassets.net/lzny33ho1g45/7lpwkdtXc3SOigHRx222zY/3ddeb7506af0163f43ee34af752b4b89/Zoom-asana.png?w=1400)
Asana's case study on Zoom is longer than the average piece and features detailed data on Zoom's growth since 2020. Instead of relying on imagery and graphics, it features several quotes and testimonials.
It's designed to be direct, informative, and promotional. At some point, the case study reads more like a feature list. There were a few sections that felt a tad too promotional for my liking, but to each their own burrito.
Takeaway: Maintain a balance between promotional and informative. You want to showcase the high-level goals your product helped achieve without losing the reader.
9 . .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Hickies and Mailchimp
![case study sales examples Screenshot of the Hickies and Mailchimp case study with the title in a fun orange font, followed by a paragraph of text and a photo of a couple sitting on a couch looking at each other and smiling](https://images.ctfassets.net/lzny33ho1g45/5HwBawCVh8mMcTnNxd9nr2/ba07108fa9e13441e68f9887309e6ca2/Hickies-mailchimp.png?w=1400)
I've always been a fan of Mailchimp's comic-like branding, and this case study does an excellent job of sticking to their tradition of making information easy to understand, casual, and inviting.
It features a short video that briefly covers Hickies as a company and Mailchimp's efforts to serve its needs for customer relationships and education processes. Overall, this case study is a concise overview of the partnership that manages to convey success data and tell a story at the same time. What sets it apart is that it does so in a uniquely colorful and brand-consistent manner.
Takeaway: Be concise to provide as much value in as little text as possible.
10. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} NVIDIA and Workday
![case study sales examples Screenshot of NVIDIA and Workday's case study with a photo of a group of people standing around a tall desk and smiling and the title "NVIDIA hires game changers"](https://images.ctfassets.net/lzny33ho1g45/1HoY5X6CwiwqAJTdOy95Fb/45155c239c0ec7e5f4eec494e558abfd/nvidia-workday.png?w=1400)
The gaming industry is notoriously difficult to recruit for, as it requires a very specific set of skills and experience. This case study focuses on how Workday was able to help fill that recruitment gap for NVIDIA, one of the biggest names in the gaming world.
Though it doesn't feature videos or graphics, this case study stood out to me in how it structures information like "key products used" to give readers insight into which tools helped achieve these results.
Takeaway: If your company offers multiple products or services, outline exactly which ones were involved in your case study, so readers can assess each tool.
11. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} KFC and Contentful
![case study sales examples Screenshot of KFC and Contentful's case study showing the outcome of the study, showing two stats: 43% increase in YoY digital sales and 50%+ increase in AU digital sales YoY](https://images.ctfassets.net/lzny33ho1g45/6yWYeVn0FYCYoQ1bpgxjaK/d1278fd5ede20127a5b271ec45fea9f9/KFC_and_Contentful.png?w=1400)
I'm personally not a big KFC fan, but that's only because I refuse to eat out of a bucket. My aversion to the bucket format aside, Contentful follows its consistent case study format in this one, outlining challenges, solutions, and outcomes before diving into the nitty-gritty details of the project.
Say what you will about KFC, but their primary product (chicken) does present a unique opportunity for wordplay like "Continuing to march to the beat of a digital-first drum(stick)" or "Delivering deep-fried goodness to every channel."
Takeaway: Inject humor into your case study if there's room for it and if it fits your brand.
12. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Intuit and Twilio
![case study sales examples Screenshot of the Intuit and Twilio case study on a dark background with three small, light green icons illustrating three important data points](https://images.ctfassets.net/lzny33ho1g45/fP0bgubUQMJ9Ukl3Zj0Zg/69c144bbf1abdd2902a2e722069c73c9/intuit-twilio.png?w=1400)
Twilio does an excellent job of delivering achievements at the very beginning of the case study and going into detail in this two-minute read. While there aren't many graphics, the way quotes from the Intuit team are implemented adds a certain flair to the study and breaks up the sections nicely.
It's simple, concise, and manages to fit a lot of information in easily digestible sections.
Takeaway: Make sure each section is long enough to inform but brief enough to avoid boring readers. Break down information for each section, and don't go into so much detail that you lose the reader halfway through.
13. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Spotify and Salesforce
![case study sales examples Screenshot of Spotify and Salesforce's case study showing a still of a video with the title "Automation keeps Spotify's ad business growing year over year"](https://images.ctfassets.net/lzny33ho1g45/13Pn5apsHtf1UWmJj91JiT/1c8f3daab0fb4d1ed78e08f796d3ab93/spotify-salesforce.png?w=1400)
Salesforce created a video that accurately summarizes the key points of the case study. Beyond that, the page itself is very light on content, and sections are as short as one paragraph.
I especially like how information is broken down into "What you need to know," "Why it matters," and "What the difference looks like." I'm not ashamed of being spoon-fed information. When it's structured so well and so simply, it makes for an entertaining read.
14. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Benchling and Airtable
![case study sales examples Screenshot of the Benchling and Airtable case study with the title: How Benchling achieves scientific breakthroughs via efficiency](https://images.ctfassets.net/lzny33ho1g45/1tj80HiUzQVZYtL8S8l6AA/0167935636b40196508dfe0340745cc4/Benchling-airtable.png?w=1400)
Benchling is an impressive entity in its own right. Biotech R&D and health care nuances go right over my head. But the research and digging I've been doing in the name of these burritos (case studies) revealed that these products are immensely complex.
And that's precisely why this case study deserves a read—it succeeds at explaining a complex project that readers outside the industry wouldn't know much about.
Takeaway: Simplify complex information, and walk readers through the company's operations and how your business helped streamline them.
15. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Chipotle and Hubble
![case study sales examples Screenshot of the Chipotle and Hubble case study with the title "Mexican food chain replaces Discoverer with Hubble and sees major efficiency improvements," followed by a photo of the outside of a Chipotle restaurant](https://images.ctfassets.net/lzny33ho1g45/3fn7MM1XDYtkpbowIVPExA/fe59afe7fe5239e241d4fee520d420f8/Chipotle-hubble.png?w=1400)
The concision of this case study is refreshing. It features two sections—the challenge and the solution—all in 316 words. This goes to show that your case study doesn't necessarily need to be a four-figure investment with video shoots and studio time.
Sometimes, the message is simple and short enough to convey in a handful of paragraphs.
Takeaway: Consider what you should include instead of what you can include. Assess the time, resources, and effort you're able and willing to invest in a case study, and choose which elements you want to include from there.
16. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Hudl and Zapier
![case study sales examples Screenshot of Hudl and Zapier's case study, showing data visualizations at the bottom, two photos of people playing sports on the top right , and a quote from the Hudl team on the topleft](https://images.ctfassets.net/lzny33ho1g45/7cjePmy8Dm8NHl1rgrYNiE/80215424a152774f6bb1b45f6e221825/hudl-zapier.png?w=1400)
I may be biased, but I'm a big fan of seeing metrics and achievements represented in branded graphics. It can be a jarring experience to navigate a website, then visit a case study page and feel as though you've gone to a completely different website.
The case study is essentially the summary, and the blog article is the detailed analysis that provides context beyond X achievement or Y goal.
Takeaway: Keep your case study concise and informative. Create other resources to provide context under your blog, media or press, and product pages.
3 case study templates
Now that you've had your fill of case studies (if that's possible), I've got just what you need: an infinite number of case studies, which you can create yourself with these case study templates.
Case study template 1
![case study sales examples Screenshot of Zapier's first case study template, with the title and three spots for data callouts at the top on a light peach-colored background, followed by a place to write the main success of the case study on a dark green background](https://images.ctfassets.net/lzny33ho1g45/5YvyTlGHWeugvNnzddcDk7/8c9669cb50cb6e2077e595cebbe5613f/case-study-template-1.webp?w=1400)
If you've got a quick hit of stats you want to show off, try this template. The opening section gives space for a short summary and three visually appealing stats you can highlight, followed by a headline and body where you can break the case study down more thoroughly. This one's pretty simple, with only sections for solutions and results, but you can easily continue the formatting to add more sections as needed.
Case study template 2
![case study sales examples Screenshot of Zapier's second case study template, with the title, objectives, and overview on a dark blue background with an orange strip in the middle with a place to write the main success of the case study](https://images.ctfassets.net/lzny33ho1g45/4J52FdDVIqW3nCBCsNX36Y/f5302049eb0827854f7fa0020b2a936f/case-study-template-2.webp?w=1400)
For a case study template with a little more detail, use this one. Opening with a striking cover page for a quick overview, this one goes on to include context, stakeholders, challenges, multiple quote callouts, and quick-hit stats.
Case study template 3
![case study sales examples Screenshot of Zapier's third case study template, with the places for title, objectives, and about the business on a dark green background followed by three spots for data callouts in orange boxes](https://images.ctfassets.net/lzny33ho1g45/5DQ2Lyw1acWAnz4q7xrQmW/1ec9d01767c1ed9997db2049ac196463/case-study-template-3.webp?w=1400)
Whether you want a little structural variation or just like a nice dark green, this template has similar components to the last template but is designed to help tell a story. Move from the client overview through a description of your company before getting to the details of how you fixed said company's problems.
Tips for writing a case study
Examples are all well and good, but you don't learn how to make a burrito just by watching tutorials on YouTube without knowing what any of the ingredients are. You could , but it probably wouldn't be all that good.
Have an objective: Define your objective by identifying the challenge, solution, and results. Assess your work with the client and focus on the most prominent wins. You're speaking to multiple businesses and industries through the case study, so make sure you know what you want to say to them.
Focus on persuasive data: Growth percentages and measurable results are your best friends. Extract your most compelling data and highlight it in your case study.
Use eye-grabbing graphics: Branded design goes a long way in accurately representing your brand and retaining readers as they review the study. Leverage unique and eye-catching graphics to keep readers engaged.
Simplify data presentation: Some industries are more complex than others, and sometimes, data can be difficult to understand at a glance. Make sure you present your data in the simplest way possible. Make it concise, informative, and easy to understand.
Use automation to drive results for your case study
A case study example is a source of inspiration you can leverage to determine how to best position your brand's work. Find your unique angle, and refine it over time to help your business stand out. Ask anyone: the best burrito in town doesn't just appear at the number one spot. They find their angle (usually the house sauce) and leverage it to stand out.
Case study FAQ
Got your case study template? Great—it's time to gather the team for an awkward semi-vague data collection task. While you do that, here are some case study quick answers for you to skim through while you contemplate what to call your team meeting.
What is an example of a case study?
An example of a case study is when a software company analyzes its results from a client project and creates a webpage, presentation, or document that focuses on high-level results, challenges, and solutions in an attempt to showcase effectiveness and promote the software.
How do you write a case study?
To write a good case study, you should have an objective, identify persuasive and compelling data, leverage graphics, and simplify data. Case studies typically include an analysis of the challenge, solution, and results of the partnership.
What is the format of a case study?
While case studies don't have a set format, they're often portrayed as reports or essays that inform readers about the partnership and its results.
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![case study sales examples Hachem Ramki picture](https://images.ctfassets.net/lzny33ho1g45/1UHzmuCAxVLMswlXBjPBoK/89ba990078453d163bbf00f5634c8e1e/siege-hachem-ramki.jpg)
Hachem Ramki
Hachem is a writer and digital marketer from Montreal. After graduating with a degree in English, Hachem spent seven years traveling around the world before moving to Canada. When he's not writing, he enjoys Basketball, Dungeons and Dragons, and playing music for friends and family.
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Marketing Results
22 Marketing Case Study Examples (With Template)
February 17, 2016 by Will Swayne
![case study sales examples](https://marketingresults.com.au/wp-content/uploads/2021/07/22-Marketing-Case-Study-Examples.png)
Prospects who aren’t ready to buy – or who are “sitting on the fence” – tend to be resistant to even well-crafted marketing messages. But a bunch of well aimed marketing case studies can often tip the scales in your favour.
“Sell benefits, not features” is good advice, but benefit-rich copy can actually deter prospects who haven’t reached the decision stage yet.
And too many benefits in the absence of marketing proof elements can ring hollow in today’s increasingly sceptical marketplace.
We published our first marketing case study back in 2005 and I quickly realised the power of case studies as a versatile and effective marketing tactic.
Why are marketing case studies so effective?
Here are three reasons:
- Case studies show, they don’t tell. Telling you I can get you more qualified leads is one thing. Showing you how a similar company to yours got 145% more leads with 24% lower marketing costs is another.
- Prospects are typically curious to understand how others have achieved the results they desire. They will eagerly devour a well-constructed case study.
- Case studies are also a great tool for closing fence-sitting prospects. For many years I’ve asked prospects why they chose to work with us, and the most common response seems to be, “I was impressed by your case studies” , or “I saw you helped someone in my industry so I figure you can help us too” .
Now let’s look at how to structure and effectively promote a case study, and then some marketing case study examples for you to replicate.
Our Recommended Case Study Template
Here’s the case study structure we’ve adopted which has proven effective:
- Start with a major headline that summarises the key result achieved: e.g. “Investment Property Strategist Triples Leads In 6 Months” . This gets the prospect excited about reading on.
- Then introduce the background . In other words, the “Before” scenario.Don’t bore the reader with too many details about the history of the client. But DO provide an insight into the “trigger” that led to them seeking your assistance. e.g. “The client noticed smaller competitors starting to appear ahead of them on Google”. And, DO talk about the negative effects of the “Before” state. E.g. “New customer acquisition that had previously been growing by 10% every quarter had flatlined for the last 12 months.”
- Now talk about the solution . Here’s where you explain what you did to achieve the outcomes. I like to list different services or solutions in the form of bullet points. Also, include significant details and facts and figures to add “richness” to the story. Where possible, demonstrate with images, screenshots or other proof elements. Emphasise anything you did differently to the standard approach, or anything that highlights your point-of-difference benefits.
- Now talk about your results . Results are the crux of any good case study.I like to go with a number of punchy bullet points, populated with specific numbers. E.g . “Lead volume up 75%… New customer volume from online sources up 145%… 1,540 more organic search engine visitors per month.”
- Include a testimonial from the client. What was their reaction to your work? The “Before-During-After” approach is a good structure for testimonials. A strong testimonial adds texture and credibility to the data in your core case study.
- End with a call-to-action . This can be relatively low-key. For example, “Contact us to explore how you can enjoy similar breakthrough results.”
You can see more examples of different implementations of this concept on our online marketing case studies page.
How To Promote Your Case Study
A case study that never gets read won’t help you.
Here are some of our favourite promotional methods:
- Optimise each case study for search engines . A good start is using a <title> tag on your case study pages in the format: “<INDUSTRY> <SERVICE> case study”. For example, “Accountant online marketing case study” or “Car sales lead generation case study” . This will tend to rank you well for anyone searching for case studies about your industry.
- Send case studies to your email subscribers . These emails achieve high engagement both as broadcasts, and as “drip emails” within an automation sequence .
- Create a print booklet of case studies to send to prospects and clients via snail mail or distribute at trade shows.
- Case studies make great social media updates and can be recycled every few months using different headlines.
22 Marketing Case Study Examples
1. fuji xerox australia business equipment, tripled leads for 60% less marketing spend.
In 90 days, we doubled web lead flow with lower marketing costs.
Read the full case study here.
Paul Strahl , National e-Business Manager
![case study sales examples National e-Business Manager](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/fuji-xerox-new.png)
2. Surf Live Saving Foundation
Surf lottery grows online revenue 47%.
Marketing Results delivered tangible business improvements, including 47% higher revenue from digital, year-on-year.
Yin Tang , Surf Live Saving Foundation
![case study sales examples Surf Live Saving Foundation](https://marketingresults.com.au/wp-content/uploads/2015/07/16132941/surf-life-saving-lotteries-logo-300x104.png)
3. ABC Reading Eggs
Integrated search and conversion management for abc reading eggs.
Marketing Results have been instrumental in profitably expanding our ad spend, while removing waste.
Matthew Sandblom , Managing Director ABC Reading Eggs
![case study sales examples ABC Reading Eggs](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/readingeggs-new.png)
4. MAP Home Loans
From 70 hour weeks to 40 hour weeks with 100% annual growth.
I now make twice as much money, have less stress and fewer hours.
Craig Vaunghan , Principal MAP Home Loans
![case study sales examples MAP Home Loans](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/map-home-loans-new.png)
5. Inkjet Wholesale
Online advertising roi doubles – in just three months.
We couldn’t be happier – conversion rates are up, costs are down, ROI has doubled.
Glenn Taylor , National Marketing Manager Inkjet Wholesale
![case study sales examples Inkjet Wholesale](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/inkjetwholesale-logo-new.png)
6. Breaking Into Wall Street
Info-marketing business achieves 300% revenue growth with 7-figure profits.
Marketing Results provided the marketing support to grow my annual revenue 300%+. They don’t just advise – they implement.
Brian DeChesare , Founder Breaking Into Wall Street
![case study sales examples Breaking Into Wall Street](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/BIWS-logo.png)
7. LatestBuy
Brw fast 100 online retailer latestbuy.com.au boosts sales by 45.3%.
Revenue had flatlined… Now it is up by 45%, with over 80% of that due to conversion rate optimisation.
Shaun Campbell , Co-Owner LatestBuy.com.au
![case study sales examples LatestBuy.com.au](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/latestbuy-new.png)
8. directSMS
More traffic, less cost, lead volume doubles.
More than doubled the number of qualified enquiries via our website for the same ad spend.
Ramez Zaki , Co-Founder directSMS
![case study sales examples directSMS](https://marketingresults.com.au/wp-content/uploads/2010/12/16092040/dsmsmm.png)
9. Business Coach and Author, Pure Bookkeeping
Successful marketing automation and 100.95% year on year growth.
50%+ of business comes directly through online channels and none of this would have happened without Marketing Results.
Peter Cook , Business Coach & Author Pure Bookkeeping
![case study sales examples Pure Bookkeeping](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/purebk_logo-new.png)
10. Positive Training Solutions
Higher rankings plus more, higher-quality leads.
Marketing Results excels in strategic and online marketing.
James Grima , Managing Director Positive Training Solutions
![case study sales examples Positive Training Solutions](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/positivetraining-new.png)
11. Geelong’s Gym
From 5-6 leads a month to 60-70. 10x increase.
We’ve gone from 5 – 6 leads per month to 60 – 70!
Gerard Spriet , Owner Geelong’s Gym
![case study sales examples Geelong's Gym](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/geelongsgym-new.png)
12. Super Finance – SMSF Property
A new pipeline delivering a steady flow of web leads.
Outstanding quality of web generated leads!
Yannick Ieko , Director Super Finance
![case study sales examples Super Finance](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/super-finance-logo-new.png)
13. College For Adult Learning – Training Organisation
300%+ more sales with 60% lower cost per sale.
I expect at least another 60% more leads and 80-90% more revenue by continuing to work with Marketing Results.
Rob Golding , Director College For Adult Learning
![case study sales examples College For Adult Learning](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/callogo-new.png)
14. The Gourmet Guardian – Food Safety Programs
4 times more leads and a 269% revenue increase.
Your AdWords strategies have quadrupled leads, almost tripled revenue and reduced my dependence on contract work to zero.
Gavin Buckett , Managing Director The Gourmet Guardian
![case study sales examples The Gourmet Guardian](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/the-gourmet-guardian-new.png)
15. Quick Coach – Life Coaching Courses
More qualified sales plus a facebook roi of 1285%.
The results have been fantastic… I have had over 500 potential students opt in via Google wanting to change their lives and those of their clients.
Glen Murdoch , Founder & CEO Quick Coach
![case study sales examples Quick Coach](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/quick-coach-logo-new.png)
16. Investment House – Property Development
Clients lined up for everything we can find.
We have clients lined up for everything we can find.
Colin Ferguson , Managing Director Investment House
![case study sales examples Investment House](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/investment-house.png)
17. Cosmetic Surgery Lead Generation
257% increase in qualified lead volume.
In less than a year, our enquiry volume increased by over 257% while increasing the quality and conversion rate of those leads.
Dee Tozer , Managing Director Medici Clinics
![case study sales examples Medici Clinics](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/medici_clinics-new.png)
18. All Suburbs Catering
61% roi gain in less than 5 months….
20% more enquiries for 34% less cost – a compounded gain of 61% in only 5 months.
Jeff Veale , Managing Director All Suburbs Catering
![case study sales examples All Suburbs Catering](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/all_suburbs-new.png)
19. Trilogy Funding
549 qualified sales leads in 3 months.
549 qualified sales leads in 3 months.
Ed Nixon , Principal Trilogy Funding
![case study sales examples Trilogy Funding](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/trilogy-new.png)
20. Customized Stickers
Online revenue rockets by 800%.
With Marketing Result on our side, our website revenue has increased by over 800% in only 18 months.
Anthony Khoury , Managing Director Customized Stickers
![case study sales examples Customized Stickers](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/Customized-Stickers-Logo-new.png)
21. Technoledge
Engaging ceos of ideal target companies.
We’re routinely seeing CEOs of Australian hi techs with turnover of $5 million to $50 million (our target audience) opting in and proceeding to self-qualify before they contact us for a meeting. This is what digital marketing is supposed to do.
Tracey James , Director Technoledge
![case study sales examples Technoledge](https://marketingresults.com.au/wp-content/uploads/2015/12/23132555/image00.png)
22. First Aid Training
Specialist first aid training company doubles revenue in 6 months.
We’ve streamlined customer acquisition, increased customer lifetime value, and doubled our revenue in 6 months!
Dave Hundt , Director Kids First Aid
![case study sales examples Kids First Aid](https://marketingresults.com.au/wp-content/themes/mr/images/case-studies/kfa-logo.png)
I encourage you to put these tips into action and see how they work for you.
What other ways have you used case studies effectively in your business?
![case study sales examples MR-Inline-Optins_06](https://marketingresults.com.au/wp-content/uploads/2015/03/23162421/MR-Inline-Optins_06.png)
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17 Brilliant Case Study Examples To Be Inspired By
![case study sales examples Illustration Of Case Study Examples](https://breadcrumbs.io/wp-content/uploads/2022/03/Case-Study-examples-refresh2-768x402.png)
Lead generation is complex, which means that your best bet is to have multiple touchpoints on different channels designed to capture as many leads as possible.
While you’re setting up your lead generation funnel , remember that you need to have different touchpoints on your site itself, too. It’s not enough, after all, that they’ve landed on your site on their own; you need to convince them to convert as a lead or even as a customer once they’re there.
Case studies can help with this, allowing you to prove what kind of results your brand, product, or service can offer to real clients. You can back up what you’re promising, and show the how, what, who, and why questions that customers may have. They can help generate more leads and accelerate revenue quickly.
We’ve got some great resources on how to get the information on how to conduct great case study interviews and what makes case studies valuable , but today we’re going to look at 17 individual and diverse case study examples and talk about how to write great B2B case studies.
These examples all do something exceptional and approach their case studies a little differently, but they all have outstanding final results.
Ready to get inspired and get some actionable tips to write your own B2B case studies? Let’s get started.
How to Write Great B2B Case Studies
Before we start looking at different B2B case study examples, we want to first talk about what makes B2B case studies valuable and effective.
What All Great B2B Case Studies Accomplish
Case studies are most often used to build trust by proving that you’ve gotten a specific result for clients and that you can do the same for your existing leads. In many cases, case studies should:
- Establish a persona or audience segment that the client fits into (which, in many cases, leads will relate to)
- Explain what the client’s problem was before they started working with your brand
- Detail what solution you offered to help the client (which should include some level of detail regarding the strategies, products, or tactics that you used)
- Share the results, ideally the more specific (and numerical) the better; statistics that show improvements are golden
- Feature a client impact statement or a testimonial if possible
You can use this as a guide post (or almost like a template) of how to get started with the content that you need to cover in your case study.
B2B Case Study Best Practices
When writing B2B case studies, you always want to follow these best practices:
- Try to stick to a consistent template, that way as you create a fleshed-out case study section on your site, it will be scannable and familiar to leads
- Tell a story, using a client’s problems and pain points to connect with potential leads and highlighting how you can help; think of the problem as the beginning of the story, the solution as the climax, and the results section as the resolution of the story
- Be as detailed as you need to be, but as brief as possible; while B2B case studies can certainly trend much longer in length than most B2C case studies, you also want to make sure you’re offering value because if it goes too long, your customers will lose interest
- Always include hard facts. Statistics, tactical solutions, and quantifiable data reign supreme here. They carry a case study, and they give you a nice impressive title to draw in the clicks, too.
- Rely on great formatting. Do not write a case study that’s nothing more than a giant block of text. Use great formatting to keep the entire case study scannable and easy to read. Break it up with visuals whenever possible.
1. Breadcrumbs
Breadcrumbs has a number of content-based case studies on our site, and you know we had to feature these case studies first!
These case studies both accomplish everything we’ve discussed above; they detail a client’s problem and pain points, explain the solution, and share the results and client testimonials. All the major boxes are checked.
What these case studies do differently than most, however, is they use a content-focused approach. The case studies aren’t just boasting about the amazing results our clients have seen, but they actually share enough actionable information for other clients to replicate their success, too.
Let’s look at our case study, How to Reduce Your SLA by 99% . It discussed how a single client did reduce their SLA by 99%, but it also gives enough information that other users can discover how to use lead scoring to reduce SLA successfully themselves.
The case study is downloadable, which a “Download” button at the top of the page next to “Request Demo” and “Start Free” CTAs. It also features a well-formatted “What you’ll learn” section to engage users and assure them that they won’t just be reading about a client story, but they’ll walk away with something helpful.
![case study sales examples Case Study Examples: Breadcrumbs](https://breadcrumbs.io/wp-content/uploads/2023/07/image3-4-1024x769.png)
One other thing to note here is that some B2B case studies can feel, for lack of a better word, a little cold. The client’s business name is mentioned, but pain points are relatively clinical and the tone is dull. That’s not the case with the Breadcrumbs case studies, where individual client contacts are referred to by first name and are written in a more conversational tone. It feels much more personal, and at the end of the day, we’re not just selling to businesses—we’re selling to the people who work for businesses.
![case study sales examples Case Study Examples: Breadcrumbs](https://breadcrumbs.io/wp-content/uploads/2023/07/image21-1024x685.png)
2. AdEspresso
Want to turn your case study into a lead magnet? This case study example from AdEspresso is an excellent demonstration of how to use case studies not only to pique users’ but to actually convert them to leads.
![case study sales examples Case Study Examples: Adespresso](https://breadcrumbs.io/wp-content/uploads/2021/04/Screen-Shot-2021-04-23-at-3.53.59-AM-1024x473.png)
Here’s how it works:
- People go to the case study part of the site, find it through organic search, or are referred there by email, paid social ads, or blog posts
- They read the title and the description, which mentions the company name, what was accomplished, a brief explanation of how (here, it’s split testing, targeting new and existing audiences, and AdEspresso)
- The description gives a concrete result–“GlobeIn doubled its revenue”
- They encourage users to download the PDF
While most of the case studies that we’re looking at are published on their brands’ sites, this one works as a lead magnet. When users click the “Download PDF” CTA, they’re taken to a landing page with a lead form.
![case study sales examples Case Study Examples: Adespresso](https://breadcrumbs.io/wp-content/uploads/2021/04/Screen-Shot-2021-04-23-at-12.55.51-PM-1024x811.png)
The landing page touches more on what results were achieved, but still requires users to download the PDF to find out exactly which strategies were used. This works because the case study isn’t just stating “our tool gets more results,” it also offers strategic insights similar to a blog post that readers can leverage to improve their own campaigns.
If you create case studies that get strategic and are heavily content-based instead of just sharing results, they can act as a different kind of touchpoint in the digital sales funnel .
3. Freshbooks
Most businesses have multiple different buyer personas and audience segments that they’re targeting at any given point in time. When you want your case studies to really be effective, publishing diverse content that really speaks to each of those segments is crucial.
Freshbooks ’ case study examples really showcase how you can do that well. Their case studies feature brief customer stories from “relatable” small businesses (aka not mega CEOs of Fortune 500 companies, who are not Freshbook’s core Facebook target audience) talking about how their business used the tools to benefit.
You can see the different personas represented here. One is an agency that wanted to scale quickly; one case study example featured a growing franchise. Another was for a small business that needed help with tax prep, and the last pictured here is a freelancer who uses the invoicing software’s time tracking features to measure productivity and assess rates.
![case study sales examples Case Study Examples: Freshbooks](https://breadcrumbs.io/wp-content/uploads/2021/04/Screen-Shot-2021-04-23-at-3.51.03-AM-1024x868.png)
These are four very different types of businesses, and it shows potential leads in each audience segment that there’s a reason they should use this tool. By highlighting different use cases, it can increase lead generation for all high-value audiences by appealing to their specific needs instead of just highlighting general stories that would appeal to all.
4. Disruptive Digital
Disruptive Digital is a paid social agency while a high-level holistic approach to advertising. Instead of looking at “general best practices” that you could find on ten other blogs in five seconds or less, they offer strategic insights that showcases how they really get their customers result. They make case study examples a central part of a large number of their blog posts.
![case study sales examples Case Study Examples: Disruptive Digital](https://breadcrumbs.io/wp-content/uploads/2021/04/Screen-Shot-2021-04-23-at-3.48.29-AM-1024x1350.png)
They’ll write a blog post about a high-level topic like “how to calculate your target ROAS,” and then show a case study with real client data to walk you through the process. This is more powerful than hypotheticals when you’re talking about data-driven PPC campaigns, and they always use it to back up their arguments as well as teach a strategy.
While these case study examples aren’t on a dedicated landing page, they work by appealing to users more towards the top of the funnel . It helps to build trust and establish credibility early while setting their blog posts apart. It’s good for their content marketing and lead generation efforts.
5. CoSchedule
CoSchedule is a well-known SaaS content and social media planning and organization tool, and their case studies are phenomenal.
They do a few things well. The first is by featuring different types of clients in their case studies. In the case study example below, they’re showcasing not a brand, but a University alumni group.
Their formatting is also great. The first thing you see is “This 5-Person Marketing Team Managed 12x More Work While Working Remotely” in bright blue across the top of the page. They’ve also got a quick-reference, quick-facts bar on the side of the case study that lists the brand name, the brand’s site, the industry, company size, and marketing team size. Here, you can download a PDF of the case study, and immediately under there is a CTA to request a demo (also in blue, ideally to have the eye go from the headline to the CTA).
![case study sales examples Case Study Examples: Coschedule](https://breadcrumbs.io/wp-content/uploads/2021/04/Screen-Shot-2021-04-23-at-3.43.55-AM-1024x838.png)
The case study itself is well written, and you can read the full study here . It breaks things down by sharing the challenge, the solution, and the results. As you can see below, they have a graph in bright colors to showcase exactly how impactful those results were, with the results in bolded text underneath it. They finish it off with a quote from a key team member to really drive it home.
![case study sales examples Case Study Examples: Coschedule](https://breadcrumbs.io/wp-content/uploads/2021/04/Screen-Shot-2021-04-23-at-3.44.18-AM-821x1024.png)
As far as case study examples go, this one is pretty perfect. The design is excellent, with quick-reference data, important facts highlighted, great design elements to draw the users’ eye and attention where you want it, and a customer quote. They also have a strong CTA to get in touch, which can get the process moving quickly, or the option to download the case study (turning it into valuable content and a lead magnet) if the customer chooses.
6. ONESOURCE
ONESOURCE is a tax preparation product from Thomas Reuter’s, and the site features the below case study of The Cheesecake Factory—a major American brand—to help showcase value and generate sales.
![case study sales examples Case Study Examples: Onesource](https://breadcrumbs.io/wp-content/uploads/2021/04/Screen-Shot-2021-04-23-at-12.10.02-PM-1024x1237.png)
As far as design goes, this case study is clean, organized, and condensed. It’s like a digital brochure, with all the information cleanly broken down into bullet points, key quotes and statements, and subheadings.
They share only the core information that’s needed (including what products were used, what was accomplished, and data about the Cheesecake factory’s tax department) and nothing that isn’t. It’s to the point and highly effective.
Slack is one of the most popular instant communication chat tools available right now, and especially after everyone had to work from home during the pandemic, we’re guessing a large number of readers are familiar with the platform.
Their case studies are, as you’d expect, strong and well-written. They’re longer and read almost more like a story-driven blog post than studies like CoSchedule’s fast-facts, brief-and-to-the-point content. But this works for this brand; storytelling is powerful, after all, and it’s memorable and relatable.
![case study sales examples Case Study Examples: Slack](https://breadcrumbs.io/wp-content/uploads/2021/04/Screen-Shot-2021-04-23-at-12.12.48-PM-1024x555.png)
In this case study, they use storytelling to really highlight the company’s pain points, focusing on how shopping habits changed and impacted businesses during COVID-19. They focus on Shipt, a grocery-delivery company that was thrust into high demand quickly.
The case study talked about how Shipt had been using Slack for years, but how they really embraced advanced features and integrations during COVID to get the most out of the platform. They then share how the company uses it, and share data and statistics about usage .
There’s a quote from the director of IT in there, too, to stress the importance, and you’ll see they have a “quick facts” tab on the side with a powerful quote that highlights the value, key integrations that were featured, and a CTA to both contact the sales team and to try Slack for free.
![case study sales examples Case Study Examples: Slack](https://breadcrumbs.io/wp-content/uploads/2021/04/Screen-Shot-2021-04-23-at-12.14.36-PM-1024x467.png)
They have a full page of case studies available, all of which state what Slack helped accomplish in a storytelling format as opposed to going hard with the data upfront. This feels more casual, but is just as powerful.
8. Culture Amp
We’re going meta. We just looked at case study examples from Slack, and now we’re going to look at a case study example about Slack.
Culture Amp helps brands maintain and facilitate their desired communication culture through feedback and communication response.
![case study sales examples Case Study Examples: Cultureamp](https://breadcrumbs.io/wp-content/uploads/2021/04/Screen-Shot-2021-04-23-at-12.18.21-PM-1024x1151.png)
This case study features my favorite quick facts tab, sharing the brand name featured in the case study, a sentence each about the challenge, solution, and result. And there is, of course, that “request demo” CTA.
The case study does a few things that you don’t see a lot. They introduce two of the key figures in the Slack department who worked directly with Culture Amp, giving it a more personal touch and adding more credibility to the study.
It’s also well-written and engaging to read. Sentences like “Company culture is Slack’s North Star” aren’t your standard technical and almost clinical “just the facts, ma’am” approach to case studies. The case study is longer than some others, but the creative writing can keep you hooked, and it thoroughly explains how the single brand used the product and services to excel.
9. KlientBoost
We’ve already looked at one case study from a marketing agency, but the way KlientBoost has their case studies set up, it’s well worth taking a look at another.
Their numerous case studies are found under the “Results” tab on their site, making them all readily visible and easy to locate. It also increases the odds that users will stumble across the case studies on their own, even if they weren’t intentionally looking for them.
And one thing worth noting: They’ve got a sorting feature to “show me clients who” meet certain qualities like “are worth billions, “got acquired,” “have small budgets,” and “have crazy complex offerings.”
This is an easy way to tell all of their potential clients that “yes, we take clients like you and get results!” while making it simple for them to find proof.
![case study sales examples Case Study Examples: Klientboost](https://breadcrumbs.io/wp-content/uploads/2022/03/image19-1024x654.png)
The case study itself is of course well-written and designed, too. You’ve got a bold, color-contrasting header at the top in large text that lays out core benefits (x results in just three months), with more detailed results visible on the side.
![case study sales examples Case Study Examples: Klientboost](https://breadcrumbs.io/wp-content/uploads/2022/03/image11-1024x738.png)
They also break down the different advanced advertising features they used, a customer quote, and an image of what the ads looked like to bring the whole thing together. This shows prospective clients exactly what they can expect when working with the agency, and it builds a massive amount of trust.
10. Omnivore
Omnivore.io is a menu management tool designed specifically for restaurants that integrate with other tools to streamline the guest experience.
The content we’re going to look at is a great example of case study creation for hyper-niche industries that have specific needs.
It’s presented as a standard blog post, but the H1 title says exactly what benefits the company achieved, and they still have a “more seating options, more problems” header to present the challenge in a creative way.
![case study sales examples Case Study Examples: Omnivore](https://breadcrumbs.io/wp-content/uploads/2022/03/image8.png)
They then explain how the TableUp app works with Omnivore’s tech and other integrations to be able to offer additional services to customers like adding their party to a restaurant’s waitlist, joining email lists for points, making to-go orders, and more.
![case study sales examples Case Study Examples: Omnivore](https://breadcrumbs.io/wp-content/uploads/2022/03/image21.png)
They also shared an example of how a real client (Budweiser) used the feature, and included a blurb about the integrating tool.
You’ll notice that this case study looks a little different from others that we’ve looked at. It doesn’t have a lot of hard numbers or super detailed examples, but it works because it showcases a specific integration and details specific uses.
This is, in many cases, going to be an audience focused on use case value more than just statistics; if the tool can do what’s needed, that’s what they’re going to care most about. So this formatting works.
11. Pepperi
We’re on a food-themed case study roll right now! Next, we’re going to look at a case study of how Chex Finer Foods worked with the Pepperi omnichannel B2B Commerce.
This case study is long . It’s much longer than the others that we’re looking at, with 6 total pages of content (though some are heavily dominated by images). See the entire case study by clicking above.
Here’s why it works though: They keep the “Challenges” brief and the client breakdown visible right upfront to show users why they should care.
![case study sales examples Case Study Examples: Pepperi](https://breadcrumbs.io/wp-content/uploads/2022/03/image6-1-1024x758.png)
The solutions section is also brief, explaining how Pepperi solved the company’s challenges. That all happens within the first page of the case study.
![case study sales examples Case Study Examples: Pepperi](https://breadcrumbs.io/wp-content/uploads/2022/03/image14-1024x672.png)
The rest of the study has five pages that look like this, showing visuals that highlight the exact product that users received when working with Pepperi. There’s no hypothetical mock-up; you get to see the mobile app design , the site, the home page here. Other pages show how search results work for brands with extensive inventories, along with features like analytics, multi-product views, and more.
![case study sales examples Case Study Examples: Pepperi](https://breadcrumbs.io/wp-content/uploads/2022/03/image13-1024x1225.png)
For customers who really want to understand what they’re getting and why they should choose this particular service, there’s no doubt. They can see what the interface looks like, and what real clients’ platforms offer.
12. DOTVOX
DOTVOX sells hosted VoIP business lines to their clients.
There are a few reasons I really liked this particular case study.
First, they do a great job showcasing how their specific technology can benefit a specific type of client: a multi-site company that needs help with business communications. This is niche enough that some other tools may not be able to help (or that may be a concern that some customers have).
![case study sales examples Case Study Examples Dotvox](https://breadcrumbs.io/wp-content/uploads/2022/03/image22-1024x1327.png)
They also focused the case study on a business in the financial industry, letting other clients in that niche know that they offer secure communication options suited for banks, mortgage lenders, and more. These are high-value clients, so it’s a solid choice.
Later on in the case study, they break down the individual results, services, and solutions achieved. The “Feature-rich” part is my favorite; they detail unique features that other tools may not offer and explain briefly how they work.
![case study sales examples Case Study Examples: Dotvox](https://breadcrumbs.io/wp-content/uploads/2022/03/image2-1-1024x1093.png)
Potential leads reading this can get a good idea of what’s possible.
13. PortaFab
Last but not least, we’ve got this case study from PortaFab .
The reason I really wanted to look at this particular case study is that it’s not selling a service or a SaaS tool; it’s a physical product being sold to businesses. That automatically changes things up a bit.
They, of course, have a brief overview of what the project entailed, but it’s organized a bit differently. They featured the challenge on the right side of the case study and the project overview and benefits provided on the left.
![case study sales examples Case Study Examples: Portafab](https://breadcrumbs.io/wp-content/uploads/2022/03/image17-1024x768.png)
Underneath this, however, they’ve got their solution featured, along with an extensive photo gallery showing the finished project.
![case study sales examples Case Study Examples: Portafab](https://breadcrumbs.io/wp-content/uploads/2022/03/image15-1024x1052.png)
Allowing customers to easily visualize the end result is important for physical goods, so this was a smart call.
14. Strands Retail
Strands Retail sells personalization and product recommendation software to eCommerce brands. Their case study below features the work they did for mega-brand Chewy.
![case study sales examples Case Study Examples: Strands Retail](https://breadcrumbs.io/wp-content/uploads/2021/04/Screen-Shot-2021-04-23-at-3.52.32-AM-1024x1120.png)
Featuring this particular client was smart. Chewy is highly regarded for the exceptional customer service experiences they provide, so linking themselves to the brand is a good move. It’s also a massive company, and since the case study focuses on the fact that Chewy needed a solution that scaled with their brand, it gives them outstanding credibility in terms of the potential to serve enterprise-grade clients.
The case study is visually solid and well-designed, too. Since not all leads want to read the details and just want a few quick stats, featuring a few impressive key stats at the top in contrasting colors or with graphics (which they do here) can get the point across quickly and really exemplify how beneficial the product was.
15. Codeless.io
Like Breadcrumbs, Codeless.io takes a content-heavy approach to the case studies they feature on their site.
They don’t just want to show results (which are crucial for a content marketing agency to do in order to leverage trust), but they want to prove that it wasn’t just luck. They got their clients real, sustainable results with careful processes, and they can do the same for you, too.
Let’s look at an example. Their Loomly case study boasts an impressive 827% increase in CTR by updating the client’s existing content. This is smart, because it highlights a service many agencies may not offer and demonstrates the value of the service to clients who may be reluctant to spend on updating existing content.
The case study itself is written and formatted almost like a blog post and case study hybrid. You’ve got the essential details about the company listed off to the side, but there’s also an entire H2 section that details more about the business in question.
![case study sales examples Case Study Examples: Codeless.io](https://breadcrumbs.io/wp-content/uploads/2023/07/image11-1024x816.png)
They also are incredibly transparent in the processes they used to help their client obtain impressive results, and this is something you won’t see many agencies do because they don’t want to “give away their secrets.” This builds trust, however, because clients can see that there is an actual strategy and that the company can help them, too. Everyone walks away from the case study without a doubt that Codeless was responsible for these results, not luck.
![case study sales examples Case Study Examples: Codeless.io](https://breadcrumbs.io/wp-content/uploads/2023/07/image8-1-1024x983.png)
16. WizeHire
WizeHire is a hiring platform that helps businesses find the types of applicants they’re looking for, and their case studies do an outstanding job showcasing exactly how their products work and how they impact clients.
This case study , in particular—which features their client over at Mazda—is a great case study example to look at.
Their formatting is a little different than some of the others on this list, but it’s still undeniably effective. Towards the top of the case study, they have a “How We Helped” section. It introduces the point of contact, the client’s past pain points, and basic “before and after” points to highlight the value of the tool. This is a great quick overview to introduce readers to high-value concepts quickly.
![case study sales examples Case Study Examples: Wizehire](https://breadcrumbs.io/wp-content/uploads/2023/07/image15-1024x635.png)
They also use multiple media here, including images, video, and diverse text formatting. This makes the case study visually appealing and more engaging. If you want to just skim quickly through bullet points you can, but there’s also a video where the client raves about their experience.
And, of course, you’ve got a detailed results section highlighting how the client received long-term value from the product, featuring great statistics and a strong client testimonial.
![case study sales examples Case Study Examples: Wixehire](https://breadcrumbs.io/wp-content/uploads/2023/07/image31-1024x533.png)
Kosli is a highly technical tool for software developers and dev ops teams, and their case studies are a great example of how to discuss extraordinarily technical topics in an approachable way.
Let’s look at this case study , which promotes how their client Firi delivered over 100,000 changes without worrying about compliance. The case study itself is relatively short, but that’s okay, because it doesn’t need to be long to be effective.
It efficiently stresses that Firi operates in Norway, which has some of the most demanding sets of regulatory standards across the globe. That automatically assures customers that no matter where they’re based, this tool can help, making this client selection for the case study a great choice. They also explain the value upfront—100,000 changes and a proven audit trail if needed.
![case study sales examples Case Study Examples: Kosli](https://breadcrumbs.io/wp-content/uploads/2023/07/image16-1024x904.png)
The formatting of this case study is smart, cleanly listing common challenges and then solutions. They had a “counterpart” solution, if you will, for each challenge listed, showing how they were able to help the client directly.
![case study sales examples Case Study Examples: Kosli](https://breadcrumbs.io/wp-content/uploads/2023/07/image7-1-1024x644.png)
And while there isn’t a long list of statistics or improved performance in this case study, that’s okay, too; not every case study absolutely needs that. Instead, they have an explanation from their client (a CTO of the company), who explained why the software was so invaluable for their needs.
![case study sales examples Case Study Examples: Kosli](https://breadcrumbs.io/wp-content/uploads/2023/07/image5-4-1024x631.png)
Final Thoughts
Case studies can be powerful tools used to generate and convert leads, boosting your overall revenue. And as you can see above, there’s no one-size-fits-all requirement for what an effective case study looks like or even where it should appear on your website . Take some time to think about what information you want to present and how it would be most effectively portrayed to your leads. This is a good starting point, and make sure to remember to get your design team’s input, too, so it looks and reads well.
Ready to get more conversions from the case studies you’re creating? Make sure your sales team is ready to nurture incoming leads with lead scoring! Book your free demo of Breadcrumbs today.
![case study sales examples 9 Proven Strategies To Effectively Close The Lead Conversion Gap](https://breadcrumbs.io/wp-content/uploads/2024/08/Breadcrumbs-Blog-Proven-Strategies-to-Effectively-Close-the-Lead-Conversion-Gap-770x404.png)
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If you run a subscription-based service, you want more than simply to make a sale:…
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How to Use Case Studies to Make More Sales
Julian lumpkin.
![case study sales examples case study sales examples](https://successkit.io/wp-content/uploads/2020/02/arrow-icon.png)
- March 24, 2020
- Using Case Studies
Case Studies are vital to the sales process. In fact, having none can be a red flag to buyers. You need client testimonials to prove that your business is credible and your product or service makes a positive difference.
But a handful of Case Studies alone aren’t enough to dramatically improve sales. It’s all in the approach, which this article explores so your team can sell more and better.
Tips to Improve Sales with Case Studies
Ensure case studies are of high quality.
Your sales reps can only rely on your Case Studies if they’re of high quality. Good Case Studies tell an authentic story from the client’s perspective. They’ll do you no favors if you write them without input from your client or focus mainly on marketing your product.
Have a Large Volume of Case Studies
It’s best to have at least fifteen or twenty Case Studies in your arsenal. This large volume allows sales reps to use specific targeted Case Studies when talking to prospects. Instead of sending everyone the same Case Study about your best customer, your reps can share examples that are truly relevant to the situation. Good sales reps learn what their buyers really care about, and if you arm them properly, they can share relevant examples to the buyer’s specific priorities and concerns.
Organize Your Case Studies and Make Them Readily Available
Your Case Studies must be easily available to the sales team. Ideally, they should also be organized in categories that would allow your reps to easily find the perfect one. Some helpful categories include company industry, product type, and the type of problem that was solved for the client.
Train Your Sales Reps How to Use Case Studies
Sales reps need to be mentored on the best practices for accessing and using Case Studies, so build this into your training strategy. What better way for a new rep to learn about your value than studying real results you have achieved for your clients? This will translate into the reps selling that value to new prospects.
Have any thoughts on additional ways to use your Case Studies to sell better? Drop a comment below.
Need Case Studies of your own? Learn more about how SuccessKit can help.
![case study sales examples](https://successkit.io/wp-content/uploads/2020/02/team1-245x245.png)
Julian has focused his career on B2B sales and sales management, specifically bringing new technologies to market. After years as an elite sales rep, he began leading teams, specifically focused on coaching sales reps on how to be direct, credible, and respected throughout the sales process. Julian conceived of and designed SuccessKit when running an 18 person sales-team at Axial, a b2b startup, as a way to help sales reps have better conversations by utilizing customer success examples and other content more effectively.
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How to Write a Case Study
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What people are saying
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“If you’re looking for Case Studies, this is a really nice little organization to partner with. Our experience, frankly, has been excellent.”
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“The SuccessKit team has been great. We can tell them, ‘ABC Company had this problem,’ and they will document our solution.”
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Don Mennig CEO, Evolve IP
“Julian and his team have done an excellent job for us. Definitely recommend working with them for Case Studies. ”
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David Bohram Director of Marketing, Tax Guard
“I didn’t think it’d be successful to outsource Case Studies, but Julian and his team made it so easy.”
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Erin Wathen Director of Branding and Events, Assure
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Damon Baker CEO, Lean Focus
“SuccessKit’s Case Studies give us a distinct advantage over our competition when prospects are comparing service providers.”
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Shawn O’Daniels CEO, CSN
“SuccessKit figured out how to show the world what we do for our clients. I am blown away by the Case Study .”
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James Dirksen CEO, DeepSurface Security
“This is just about the best Case Study I’ve ever seen.”
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Christopher Levy CEO, BuyDRM
“The Case Study SuccessKit created for us was elite.”
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Phil Curtolo Vice President of Sales, Software Consulting Services
“SuccessKit takes the pain and suffering out of creating quality Case Studies.”
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Luke Anemone CEO, COMMANDO
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Sales Case Study: How to Make a Sale in 7 Steps
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Sales case studies are a great way to learn how to make a sale. I remember when I was first starting in sales, I would read as many sales case studies as I could get my hands on. They were a huge help in learning the ropes and understanding the different steps involved in making a sale. This sales case study will show you how to make a sale in 7 steps. By following these simple steps, you’ll be well on your way to becoming a top-performing sales rep!
Sales Case Study: Successful Sales Techniques
A sales case study is an important tool for sales teams. It can provide insight into how other companies have been able to successfully sell products and services and can help sales teams learn new strategies and techniques.
Additionally, sales case studies can help to identify potential customers and target markets.
What are Sales Case Studies and How Do They Help You?
![case study sales examples](https://sp-ao.shortpixel.ai/client/to_auto,q_glossy,ret_img/https://levitatemedia.com/wp-content/uploads/2021/07/Where-Do-Case-Studies-Fit-into-Your-Content-Marketing-Strategy_ce546f2d69b138b8d50d68979ec1c733_1000.jpeg)
A case study analyzes a specific instance –– or case if you will –– that shows how your product has been effective in solving a problem.
When you market with customer success stories, you allow your prospective customers to get to know your existing customers on a more personal level. This can help them see how your product has benefited other people, which can in turn make it easier for them to purchase.
Would you hire a company to produce video content for you if they just said, “We produce high quality, high return-on-investment (ROI) generating videos”?
Wouldn’t it be more beneficial for you to see the quality of their work first and read a personal recommendation from someone who has worked with them before through case studies? This way, you can make a more informed decision about whether or not this is the right company for your needs.
Most customers read reviews before making a purchase. This is because 81% of people do their research before buying anything.
B2B sales are just like any other kind of sale – the prospect does their research before committing to a purchase. To get an idea of what a company is like, it can be helpful to read reviews from past customers. This way, you can learn about a company’s reputation before making a decision.
Case studies are an excellent way to show your potential customers the benefits of your product or service. By reading about how other companies have benefited from using your product, they can see the logic behind your claims and also get a sense of what a satisfied customer looks like. This can help to remove any objections they may have about purchasing from you.
How to Write a Sales Case Study
The customer is a small business owner who needs help with bookkeeping and accounting. They have a goal of being able to track their finances and make better decisions for their business. We helped them by providing bookkeeping and accounting services. The result was that they were able to track their finances and make better decisions for their business.
![case study sales examples](https://sp-ao.shortpixel.ai/client/to_auto,q_glossy,ret_img/https://levitatemedia.com/wp-content/uploads/2021/07/riccardo-annandale-7e2pe9wjL9M-unsplash_fa8bfbbe06075de227b1bb23cc726cbd_1000.jpeg)
B2B Case Study
88% of customers trust online reviews, so having testimonials and reviews on your site is a great way to establish credibility.
When you’re marketing to other businesses, case studies can be extremely impactful. Why? Because when your target audience reads about success stories within their industry, they’ll assume that the same approach will work for them.
Marketing Case Study
Case studies are an excellent way to show that you are comfortable in a specific field and familiar with industry-specific needs. By using case studies, you can demonstrate that you have the expertise to provide targeted results to that industry.
Sales Case Study Examples
Customer case studies are a particularly effective way of selling.
A sales case study is an in-depth look at how your service or product helped a client. It not only shows their opinion of your brand but highlights the results they achieved with you.
Make Impactful Statistics Pop in Your Sales Case Study
Case studies don’t have to be limited to just written words. You can include images, videos, and more.
To make your statistics pop in your sales case study, use icons to highlight areas that are particularly interesting or relevant. This will help your readers quickly identify the most important information in your study.
![case study sales examples](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Coral-content-marketing-case-study-template.jpg.png)
Icons are visual images that help to summarize important information quickly.
The use of icons in the business case study examples above helps to quickly represent areas of impressive growth and act as visual cues to help draw the reader’s attention to certain parts of the page.
Use High Contrast Shapes and Colors in Your Sales Case Study
Use contrasting colors and shapes to help your key info pop.
Use a different or complementary color scheme, or add a graphic such as a square or a circle.
![case study sales examples](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Blue-case-study-example-case-growth.png)
This visual design uses blue boxes to separate the information to make it more readable.
This information is easily digestible and retainable for a potential customer, thanks to the use of icons and strong statistics.
![case study sales examples](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Blue-Content-Marketing-Case-Study-Tempalte.png)
8. Tips For Creating a More Effective Sales Case Study
![case study sales examples](https://neilpatel.com/wp-content/uploads/2020/11/shutterstock_295583912.jpg)
Case studies are a powerful way to increase conversions and revenue.
They show how your product/service helps customers achieve their own goals.
An extensive, detailed, and specific case study that outlines your achievements and shows potential customers how you helped them achieve their goals.
Writing a compelling and action-oriented case study can be a real challenge. Most out there are boring, uninspiring, and fail to deliver all the information they should.
It’s time to change that. Here are 8 tips to help you create a more effective case study.
1. Write About Someone Your Customer Can Relate
If your target audience is in the education industry, then make a case study about one of your university clients.
If it’s related to the automotive industry, then make a case study about car parts and car accessories.
The purpose of your case study is to show that you are comfortable in their industry, you understand their specific needs, and you know how to deliver results.
Think about writing a how-to post for a blog. The content is geared toward average readers. But when you read a case study that deals with your industry and needs, you are much more likely to understand and apply the information presented.
The same can be said for case studies – people reading them will think that the same methods worked for the company.
This means you’ll need to write multiple case studies, each tailored to a different customer type.
2. Narrate a Story From Start to Finish
Storytelling is a powerful marketing tool. They allow readers to get to know your customers on a deeper level.
Who is the customer? What do they do? What are their needs and goals? How do you satisfy those needs so they can meet those goals?
Continue following up with your customer in your case studies and show how your solutions provide ongoing value.
In your case studies, be sure to include both the emotional benefits of your solutions as well as more concrete, measurable results.
Did your software help boost productivity, reduce turnover, or free up employees’ time? By including these metrics, you’ll provide your readers with a complete picture of how your services have helped your customers.
3. Make Your Case Study Easier to Read
No one likes reading large blocks of texts, regardless of how informative or entertaining they might be. Like a blog post, a case study should be easily scanned and readable.
Use the same elements of content and writing that you would for an article, blog post, or website copy.
When you’re writing a case study, use effective design elements like bold or italic fonts, bullet points, and header tags to help readers easily digest the information.
By including these simple, yet effective, techniques in your case studies, you’ll help readers find the information they’re looking for and better understand your value proposition.
In addition to writing blog posts, consider including videos and other types of media to spice things up.
Including images of your actual customers, screenshots of your results, or even videos of you explaining your process will help make your case studies more engaging.
4. Highlight Real Numbers
Have you ever wondered if doubled traffic in a case study meant going from 100 to 200 visitors or 10,000 to 20,000?
To strengthen your case studies, share exact figures. Show how much your increase in website traffic, sales, or whatever else matters to your clients.
This adds credibility to your case studies and builds trust with your audience.
Your case studies should be as detailed and as factual as humanly possible. Don’t just say you increased their website traffic by 50%, say you boosted their web traffic by 50%, and back it up with hard numbers.
![case study sales examples](https://neilpatel.com/wp-content/uploads/2011/12/case-study-doubled-traffic.png)
It’s important to provide context when sharing these statistics. Explain why they’re important to you and your company.
![case study sales examples](https://neilpatel.com/wp-content/uploads/2011/12/case-study-doubled-traffic-annotated.png)
By showing your customers’ journeys, you can show readers how you’ve helped customers get to where they are now.
Including before and after photos in your case studies helps your readers visualize the results you achieved for your clients. Seeing these before and after shots lets your prospects know that you are capable of achieving similar results for them.
5. Talk About Specific Strategies
So, you managed to improve your client’s web traffic? How did you do it?
This is where you tell the prospect which products or services you used to achieve your goal.
“Thanks to our digital marketing strategies, we increased website traffic from 2,000 to 15,000 visitors a month in just three months. Our social media marketing campaigns on Facebook and Youtube helped increase our brand awareness, and our link-building campaigns helped us rank higher on search engines.”
Don’t worry about giving away your secrets — your goal here is to establish yourself as a thought leader and showing that you know your stuff is key to that.
6. Test Different Content Formats
You don’t have to always write case studies in story format.
Try interviewing your clients and asking them the same questions, such as how they started their business, what their goals are, and what you did to help them.
Be sure to include quotes from your customers in your case studies. This will make your stories more believable and relevant to your prospects than if you were to tell your story yourself.
If you’re looking for ways to make your case studies more engaging, consider using infographics, webinars, or podcasts. These formats can help you capture your audience’s attention and communicate your key points more effectively. Experiment with different content types to see what works best for your business and your customers.
When Vortex switched to a brochure style, they noticed a significant boost in conversion rates. Their case studies highlight exactly how they achieved those results and can help convince customers that the same techniques will work for them.
![case study sales examples](https://neilpatel.com/wp-content/uploads/2020/11/case-study-example-700x451.png)
7. Repurpose Your Case Study for Different Audiences
While some people are happy reading your text-based case studies, other people may like to listen to them, watch them, or see them in a visual format. So, take your written content and repurpose it as a podcast, a YouTube video, or an engaging infographic.
![case study sales examples](https://neilpatel.com/wp-content/uploads/2011/08/ltv-sm.jpg)
The main benefit of video marketing is that videos are easily sharable. This means that your case study could reach more potential customers.
You can embed case studies in ebooks, blog posts, and resource guides. You can also link your case study to posts that prove your value and mention them in webinars.
8. Make Your Case Study Easily Accessible
What’s the point of creating a great case study if no one ever reads them? Be sure to organize your case studies in a way that makes them easy to locate.
List them on your website, optimize them for search engines, and promote them on your social media accounts.
Here are a few examples of easy-to-find case studies.
Amazon Web Services
If you’re in an industry like manufacturing, finance, or fitness and are looking for a case study, check out what Amazon Web Services has to offer. With AWS Digital Asset Management , industries like manufacturing, finance, or fitness can leverage a centralized, secure, and easily accessible platform to manage their extensive digital assets, simplifying the workflow while ensuring data integrity and accessibility.
![case study sales examples](https://neilpatel.com/wp-content/uploads/2020/11/amazon-case-studies-700x312.png)
The case study section on the landing page for drupal.org features several success stories from major brands, making it simple to see how Drupal can help your business.
![case study sales examples](https://neilpatel.com/wp-content/uploads/2020/11/drupal-case-study-examples-700x436.png)
How to Use Case Studies in Marketing
![case study sales examples](https://sp-ao.shortpixel.ai/client/to_auto,q_glossy,ret_img/https://levitatemedia.com/wp-content/uploads/2021/07/Joint-Stock-scaled_a728f0595f365a0af50f61e3f681949a_1000.jpeg)
Follow up your case studies with blog posts that highlight a challenge or obstacle that your customer or company faced. Then, show the steps you took to overcome that issue.
In your post, show the steps you took to solve these issues.
Let’s say we had a client case study that detailed how a company used videos to build their trust. We might write a blog post that was called “Using Videos To Build Your Brand’s Credibility”.
A customer success blog post should focus on how your customers overcame their challenges and used your product or service to do so.
![case study sales examples](https://sp-ao.shortpixel.ai/client/to_auto,q_glossy,ret_img/https://levitatemedia.com/wp-content/uploads/2021/07/cowomen-IzDC96mJtzA-unsplash_efab8e88b45f135eb257cc5519cfd0d6_1000.jpeg)
Most customers don’t want to spend a long time reading through a long explanation when they’re buying something. It’s much easier for them to watch the video that explains the service or product quickly. Our research shows that 96% of buyers would prefer watching a short video over having to read long explanations.
It’s easier for them and saves time if they view a video that gives them all the information they’re looking for.
Including statistics, and data, and ending with a call to action, video case studies are a great way to show your prospect how your product/service has benefited someone else.
If you can demonstrate to your prospects how your product or service is helping them solve their problem, you will be in an excellent spot.
Through videos, you can establish an emotional connection between your brand, product, and customers. Having satisfied customers explain the benefits of your product will help build a stronger relationship with your prospects.
This leads to more sales and more loyal clients.
![case study sales examples](https://sp-ao.shortpixel.ai/client/to_auto,q_glossy,ret_img/https://levitatemedia.com/wp-content/uploads/2021/07/lukas-blazek-mcSDtbWXUZU-unsplash_56438ec904eaf10fb242241df40bf703_1000.jpeg)
You can display your testimonials or customer success stories directly on your home page. This will show web visitors that other people have had success with your product or service.
How to Present Your Case Studies
Here are a few suggestions for how to display your success stories:
- Feature a quote from your case study on your homepage
- Create a dedicated page featuring your testimonial or video case study
- Include a graphic or image of your case study
Email Marketing
Case studies are a great way to connect with those already-cold, disengaged contacts and re-ignite their interest.
Our preferred method is product-specific segments.
Do you have case studies from a specific product or service? Look at your analytics to see who was at one time interested in it.
Then, send an email to your subscriber list with your case study.
Social Media
![case study sales examples](https://sp-ao.shortpixel.ai/client/to_auto,q_glossy,ret_img/https://levitatemedia.com/wp-content/uploads/2021/07/linkedin-logo_826d1f6c4c2f8a2b42a8fb9d7fc17ffc_800.jpeg)
Case studies are an easy way to promote your business on social.
Share a link to your customer’s success story and mention them.
To get the most out of a case study, post the case study in a way where readers are inspired to action. Focus on the benefits, be direct, and link to the page.
What other creative ways can you think of to use social media to promote your case study?
There are many ways to use a case study on social media.
You can show your happy, smiling face with a testimonial on your Facebook page, your Twitter account, and your LinkedIn profile.
You can also share your case study on LinkedIn, or add it to your company’s page.
Finally, you can post your case studies in related Facebook groups, or tweet about them. By doing all of these things, you will increase your engagement, and reach more potential clients .
![case study sales examples](https://sp-ao.shortpixel.ai/client/to_auto,q_glossy,ret_img/https://levitatemedia.com/wp-content/uploads/2021/07/quote_b59fa403b7d7efaa850021b01fd1f16f_1000.jpeg)
According to Accenture, 41% of customers switched to a different business due to a lack of personalized communication.
When quoting your case studies, choose quotes that are specific to how your company helped the customer or quote metrics that demonstrate what the results were.
“We were able to increase the number of our email list by 80% in only a year. Their professionalism, dedication, and results speak for themselves.”
These quotes are a great way to boost your social media presence and website views.
Newsletters
![case study sales examples](https://sp-ao.shortpixel.ai/client/to_auto,q_glossy,ret_img/https://levitatemedia.com/wp-content/uploads/2021/07/Fotolia_138047805_Subscription_Monthly_M_4d80c1428d2d97f6ff3a38ef21baf8b7_1000.jpeg)
Case studies can be included in your newsletter to both attract new potential clients and solidify your relationship with existing ones.
When companies focus on their customers, they not only improve relationships with current clients but can also attract more business. It’s natural to want to be part of a group, and when customers see that a business cares about them, they’re more inclined to support that company.
Case Studies for sales teams
![case study sales examples](https://sp-ao.shortpixel.ai/client/to_auto,q_glossy,ret_img/https://levitatemedia.com/wp-content/uploads/2021/07/john-schnobrich-2FPjlAyMQTA-unsplash2_3db7edf85b32002a431d8291a3d2f57a_1000.jpeg)
Did you know that 70% of B2B customers do their research before even speaking to a sales rep? And 44% of those same people are looking for a specific solution before reaching out to a salesperson.
As customers become more and more educated, sales reps need content that speaks to each stage of a buyer’s journey. This ensures that reps are providing customers with information that’s relevant to their stage in the buying process.
Case studies are an excellent way to showcase your successes.
Have you heard of the saying “right place right time”?
Case studies are a great way to build credibility and trust with potential buyers. By showing past successes, you can demonstrate to potential clients that your product works.
What is a Sales Case Study?
To recap, a sales case study is a written document that describes a sales process from start to finish. It details the challenges faced by the salesperson and how they were overcome. A sales case study can be used to teach best practices, highlight successes, and identify areas for improvement.
A good example of a case study is a research paper that analyzes a particular subject in depth. Case studies are usually conducted on people, businesses, or organizations, and they often involve interviews and observation in addition to secondary research.
A sales case study is a great way to learn how to make a sale. This sales case study has shown you how to make a sale in 7 steps. By following these simple steps, you’ll be well on your way to becoming a top-performing salesman or woman!
Need Help Automating Your Sales Prospecting Process?
LeadFuze gives you all the data you need to find ideal leads, including full contact information.
Go through a variety of filters to zero in on the leads you want to reach. This is crazy specific, but you could find all the people that match the following:
- A company in the Financial Services or Banking industry
- Who have more than 10 employees
- That spend money on Adwords
- Who use Hubspot
- Who currently have job openings for marketing help
- With the role of HR Manager
- That has only been in this role for less than 1 year
Want to help contribute to future articles? Have data-backed and tactical advice to share? I’d love to hear from you!
We have over 60,000 monthly readers that would love to see it! Contact us and let's discuss your ideas!
About Author: Justin McGill
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Sales Talk for CEOs: Case Studies Close Deals with Julian Lumpkin (S4Ep16)
Alice Heiman
JULY 18, 2023
If CEO, Julian Lumpkin, learned one thing from his sales career it was to follow what the most successful sellers were doing and do that. Before starting SuccessKit, he learned to use case studies to sell and realized that his company didn’t have a way to produce these. It paid off.
![case study sales examples case study sales examples](https://www.salesprocentral.com/images/trending.png)
Case Studies for Client Attraction at Internet Marketing Agencies
JULY 3, 2024
How Case Studies Enhance Client Attraction at Internet Marketing Agencies? Case studies play a pivotal role in boosting client attraction at digital marketing agencies. Essentially, case studies are a presentation of your agency’s success, detailed in a manner that connects with potential clients.
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5 Keys to a Great Case Study Presentation in Sales
Marc Wayshak
AUGUST 24, 2021
Nowadays, we want to use case studies or case study presentations to ultimately connect where the prospect is now to where you’re going to take them. In this video, I’m going to show you 5 keys to a great case study presentation in sales . Check it out: 1. Think of any great movie plot.
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Crafting Case Studies for Local Business Client Niches
MAY 23, 2024
Expound on the Importance of Targeted Case Studies for the Success of Local Businesses Digital marketing agencies play a crucial role in enhancing the presence and achievements of local businesses. However, it’s crucial to remember that crafting such case studies isn’t merely about highlighting technical features.
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Analyzing Case Study Impact on Local Business Clients
Case Study Impact: Understanding Its Role in the Success of Local Business Clients As digital marketing agencies, we’re always looking for ways to prove our effectiveness to potential clients. A case study proficiently elucidates how your marketing tactics have supported local businesses in growing and achieving their objectives.
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Using Case Studies to Win Local Business Clients
MAY 16, 2024
Exploring the Importance of Using Case Studies as a Tool in the Digital Marketing Realm and the Impact It Can Have on Attracting Local Business Clients Effective use of case studies has attracted significant attention in the digital marketing ecosystem. So, why is a case study so cogent?
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Real Results: Inspiring Small Business Outreach Case Studies
MARCH 19, 2024
In this regard, small business outreach case studies can offer substantial value. Case studies provide industry insights, best practices, campaign outcomes, lessons learned and replicable strategies. This is clearly illustrated through an analysis of various case studies .
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Building Trust Through Case Study Narratives for Local Business Clients
Highlighting the Potential of Case Study Narratives in Building Trust With Local Business Clients As a digital marketing agency, you’re always seeking breakthrough techniques to win over small businesses, your potential local business clients. For local business clients, case study narratives are more than just stories.
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What Is a Case Study? How to Write, Examples, and Template
G2Crowd - Sales Blog
OCTOBER 6, 2023
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.
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Using AI to Help Write Case Studies for Local Business Clients
MAY 24, 2024
Revolutionizing Case Studies With Artificial Intelligence: Unearthing New Sales Opportunities for Digital Marketing Agencies Digital marketing agencies continually face the challenge of demonstrating their value to prospective local business clients. In this endeavor, nothing speaks louder than a compelling case study .
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How to Use Case Studies as Conversion Tools for Local Business Clients
Exploring Why Case Studies Are Effective for Lead Nurture and Local Business Client Conversion As global business evolves, the quest for creating effective marketing strategies continues. One tool that’s proving increasingly advantageous for local businesses is the use of case studies .
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Showcase Your Expertise & Win Clients: Using Case Studies for Effective Lead Nurturing
APRIL 10, 2024
Understanding the Power of Case Studies in Lead Nurturing for Digital Marketing Agencies Understanding the dynamics of lead nurturing with relevant case studies can significantly enhance your client base, bolster your brand reputation, and foster business growth. Here are some effective techniques to utilize case studies .
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The 7-Step Case Study Formula That Compels Prospects to Buy
Sales Hacker
JULY 20, 2020
Stop writing case studies the old way ! Case studies like those can work. Today we’re learning a 7-step formula to make the best case studies your prospects have ever seen — case studies that connect to the reader, overcome objections, show what makes your product/service the best, and close the sale .
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Sales Selection Experiment - a Must Read Case Study
JANUARY 27, 2014
Understanding the Sales Force by Dave Kurlan This kind of story doesn''t happen every day. 5 people were placed on each team based on the following carefully selected scores from OMG''s Sales Candidate Assessment: 1 team had the best Sales DNA. In this case they chose the 5 students with the best scores - and teamed them up.
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100 Case Study Interview Questions [Updated for 2018]
Hubspot Sales
JANUARY 25, 2018
Case studies and testimonials are useful to have on hand. Consider creating a library of customer stories your sales team can use to share targeted and relevant content with your prospects via your website and sales proposals. How to Ask Your Customer for a Case Study . Cheers, [Your name].
Case Study: 3 Ways this Sales VP Uses Social Selling
OCTOBER 2, 2013
We get requests to explain how sales reps use social to generate revenue. It seems all the focus is on your sales reps. But how does a Sales VP use social selling? As a Sales VP, you use it to generate referrals in your dream clients. This is done as simply as asking their Sales VP to make an introduction.
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Best Examples of Sales Funnels for Real Estate
Nimble - Sales
AUGUST 2, 2024
This is where the concept of a sales funnel comes into play. A well-structured The post Best Examples of Sales Funnels for Real Estate appeared first on Nimble Blog.
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Why Evaluate Potential Sales Talent? - A Great New Case Study
They were evaluated with OMG''s sales person assessment, and assembled into 5 teams, all selling the exact same product. Market Sense placed 5 sales people in each team, but teamed them up based on the following carefully selected scores from OMG''s Sales Candidate Assessment: 1 team had the lowest total severity.
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B2B Guide to Brand Storytelling (With 9 Great Examples)
OCTOBER 5, 2021
Get a Demo Examples of Brand Storytelling 1. The ad is over 20 years old, but still holds up today as an example of powerful brand storytelling. Simply reach out to top customers and ask if they’re willing to talk about their success with your product—just as you would for a case study . Keep reading!
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The 6 Crucial Stages Of A B2B Sales Funnel (Plus Examples)
JULY 5, 2022
It‘s no secret that B2B sales (especially at the enterprise level) take a significant amount of time and effort to nurture and eventually close. The B2B sales funnel is a popular method for modeling this journey. Then, we‘ll discuss how you‘d actually go about using it in practice, and share a few helpful examples to illustrate.
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SaaS Case Study: How Customer Support Can Assist Sales Initiatives
MAY 10, 2021
To create an effective and efficient sales funnel, your sales and customer support teams need to be well trained and in sync with each other. That free flow of information can aid sales . This guide will look at how you can include the support team in the sales process. Reduce churn.
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How to Create and Write a Case Study (+ 12 Great Examples)
MARCH 25, 2018
A simple Google search of “ case studies ” will quickly show the truth: case studies mean different things to different industries.
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Increase LinkedIn Engagement by 86% in 2 Weeks (Case Study)
APRIL 9, 2020
Let’s unpack this a bit with a recent client example . Here’s a case study that will show you how it’s done in a real life situation. Create a repeatable sales process driven by content marketing. As a growing agency, Dan serves as both the CEO and de facto sales leader for the company. What does that look like?
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7 Sales Pitch Examples (+ 10 Tips for A Winning Sales Pitch)
SEPTEMBER 28, 2023
There’s no overestimating the importance of a good sales pitch — but where do the best pitch ideas come from? Do you always have to use sales pitch templates or is it better to do what feels best? Fortunately, there are plenty of good sales pitch examples out there to light the way. What makes a good sales pitch?
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What Is Complex Selling? [+Examples]
SEPTEMBER 21, 2020
sales processes and their methodologies is crucial to mastering the art of closing deals. Whether you're new to sales or a seasoned salesperson, you know that sales strategies vary depending on the deal you're trying to close. Because of the intricacies involved in this process, enterprise deals are referred to as complex sales .
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10 Creative Examples of How to Use AI in Sales
APRIL 18, 2024
Well, it’s no longer just a promise—AI is actively reshaping the way we manage our day-to-day tasks and how we conduct business, particularly in sales . In fact, consulting firm McKinsey & Company says, “AI is poised to disrupt marketing and sales in every sector.” To help you, I dug deeper to see how sales teams can use AI.
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8 Examples of Good and Bad Sales Content
APRIL 6, 2020
That graphic is an example of bad sales content — one of the easiest ways to lose a prospect's trust and interest. Here, we'll learn more about what sales content is, how it differs from marketing content, some of its different forms, and how to do it well. If marketing content "lines them up," sales content "knocks them down."
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Mobile Video Sales Certifications Open Doors for Pharmaceutical Companies [Case Study]
APRIL 30, 2019
The Vice President of Sales at a global pharmaceutical company needed to certify the sales force on a new indication (read: usage) for one of the company’s drugs. The sales director would then review the finalists. That’s why video sales practice is one of the best ways to improve. Chris Gish had a problem.
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The price is too high – How to handle price objection in sales (with examples)
MAY 22, 2020
You’ll hardly meet a sales rep who has never faced the “price objection”. Almost all sales professionals have faced this objection in their sales career. Some sales reps grumble while others tackle it wisely. But then suddenly some words from a sales rep worked like a magic spell and made you change your decision.
![case study sales examples article thumbnail](https://www.salesprocentral.com/thumbs/large/f/8/d/f8db4e80199d2e447359e3de2124a08793a67918.jpg)
What is Sales Enablement? Steps to Building an Enablement Strategy
AUGUST 8, 2024
To be successful, sales professionals need to be experts in many different areas at once: their product’s strengths and weaknesses, their prospects’ pain points and needs, and the broader economic and competitive landscapes. To give sellers a fighting chance, sales leaders need to build an effective, flexible sales enablement program.
![case study sales examples article thumbnail](https://www.salesprocentral.com/thumbs/large/c/4/1/c41185fc92ab6d0cb7f51a39bed641118ad9d3ed.jpg)
How to Write a Business Proposal [Examples + Template]
AUGUST 21, 2023
We’ll also see some ideas and examples to help guide yours. Types of Business Proposals How to Write a Business Proposal Business Proposal Templates Business Proposal Example Tips for Writing a Business Proposal Business Proposal Ideas It's a common misconception that business proposals and business plans are the same.
![case study sales examples article thumbnail](https://www.salesprocentral.com/taurus/media/default-thumbnails/thumbnail5.jpg)
A Conversation With Julian Lumpkin: Leveraging Case Studies as a Fundamental Part of the Sales Process
OCTOBER 30, 2018
Like many college grads in 2009, Julian Lumpkin started in an entry-level role in B2B sales and quickly realized that sales was the right place for his talents. As a sales manager at Axial, I realized how important case studies are in the sales process. What sets the best sales reps apart from the crowd?
![case study sales examples article thumbnail](https://www.salesprocentral.com/taurus/media/default-thumbnails/thumbnail18.jpg)
Case Study: How a Company Hurt its Business with a Change in the Comp Plan
JULY 18, 2013
This is a story of how a bad comp plan can ruin a sales force. The CEO was upset with the rampant discounting used by his sales team. The sales force revolted and sales plummeted. To right the ship (pun intended), he hired a new head of sales . Chris Truscott became the head of sales in February of this year.
![case study sales examples article thumbnail](https://www.salesprocentral.com/thumbs/large/9/7/1/971f126805a71c71d2fa9d58dca2798607b1b1c4.jpg)
The Sales Funnel Defined With Examples
SEPTEMBER 19, 2022
What is a Sales Funnel? A sales funnel is a visual representation of the buyer’s journey and the steps potential customers take to make a purchase. . Sellers use sales funnels to understand the sales process from the buyer’s perspective. Stages of a Sales Funnel. Top of the Sales Funnel (TOFU).
![case study sales examples article thumbnail](https://www.salesprocentral.com/thumbs/large/6/3/5/635ec9f33083c498f2be96c1d1b482b343ffc8e0.jpg)
How to craft effective sales emails for every stage of the sales pipeline (with examples)
SEPTEMBER 4, 2020
With the help of sales emails, you can connect with potential prospects, nurture and convert them into paying customers. With the help of “Effective” sales emails, you can grab the attention of potential prospects, engage them, and increase your conversion rate. Bland, no-salt-added sales emails often hit the thrash in seconds.
![case study sales examples article thumbnail](https://www.salesprocentral.com/thumbs/large/6/4/b/64bc5c6eb07c84d2bbb2c5c95e898ef5ae3a98c6.jpg)
The Perfect Sales Pitch: Examples, Templates, and Best Practices
JULY 23, 2021
Overfamiliar, aggressive, awkward – we’ve all been on the receiving end of a terrible sales pitch from a pushy seller. But sales pitches are so much more than an uncomfortable phone call or an unwarranted email. How can you maximize the potential of your sales pitch? How do you make a sales pitch?
![case study sales examples article thumbnail](https://www.salesprocentral.com/taurus/media/default-thumbnails/thumbnail39.jpg)
How to Use Email Autoresponders to Increase Your Sales
SEPTEMBER 8, 2018
Your business, marketing, sales , and content strategies are surely different than your competitors’ strategies. Generally, the main purpose of every entrepreneur (including yours) is to improve the sales performance of his business. Here’s a practical example : A random visitor reaches your website. Day 2 – Case Study .
![case study sales examples article thumbnail](https://www.salesprocentral.com/thumbs/large/f/2/5/f258980567ced1fcfc1a8ad9ca4adc5ba1e12876.jpg)
How to Write a Business Proposal [Tips & Examples]
OCTOBER 9, 2018
I designed this example business proposal using Canva.). Include case studies of client success stories, mention any relevant awards or accreditations to boost your authority. Business Proposal Examples . This example demonstrates a clear understanding of the client's needs. Sales Proposal. Title page.
![case study sales examples article thumbnail](https://www.salesprocentral.com/thumbs/large/c/f/a/cfab09981f5e509b3406869b135095d6fe9262ce.jpg)
How to handle price objection in sales(with examples)
You’ll hardly meet a sales rep who has never faced the “price objection.”. Almost all sales professionals have faced this objection in their sales career. Some sales reps grumble while others tackle it wisely. But then suddenly some words from a sales rep worked like a magic spell and made you change your decision.
![case study sales examples article thumbnail](https://www.salesprocentral.com/thumbs/large/d/7/2/d72ad2cd8cd8a58e476258144d1906e50aa49c90.jpg)
What Is A Sales Script? And Three Winning Sales Script Examples
JANUARY 12, 2022
Sales scripts — the elusive and oft-discussed topic on every sales team’s agenda (or should be). Sure, some Sales teams seem to be more script-driven than others, but have you ever considered exactly what makes up a sales script ? Or how you could use a sales script to boost your conversion rates? . you are in.
![case study sales examples article thumbnail](https://www.salesprocentral.com/thumbs/large/9/c/9/9c90870e8ecbe530679e5815e274e80bcf88acca.jpg)
The Psychology of Persuasion in B2B Sales Negotiations
Janek Performance Group
AUGUST 5, 2024
Today’s sales negotiations are more complex than ever. Understanding the psychology of persuasion can elevate sales strategies, better tying them to customer motivations. While essential to selling, it also comes with baggage, particularly related to negative sales stereotypes. Modern problems are too complex.
![case study sales examples article thumbnail](https://www.salesprocentral.com/thumbs/large/3/d/8/3d8827a00bfa6652124db8d0c92293fa9cc6ed43.jpg)
A Straightforward Guide to Missionary Selling [+ Examples]
JUNE 29, 2020
While there are some common techniques that are used and adopted by successful salespeople, there is truly no one-size-fits-all approach to mastering sales . Take a moment to reflect on your sales process, and some of the recent deals you’ve closed. Missionary Selling Examples . Textbook Sales . That’s highly unlikely.
![case study sales examples article thumbnail](https://www.salesprocentral.com/thumbs/large/3/b/c/3bc2482e749141414bf298e68cebd1b0f175a850.jpg)
Here Are 5 Follow Up Email Examples (to Fix Your Follow Up Process)
OCTOBER 7, 2020
The follow-up email is a key component of sales communication. Like any other sales activity or messaging, some companies do follow-up emails considerably better than their peers. Here, we'll take a look at some of the businesses that did them right — we’ll show you five follow-up email examples and what you can learn from them.
![case study sales examples article thumbnail](https://www.salesprocentral.com/thumbs/large/5/8/f/58f2e3dd1962cbfcc15aeee17e938805f5e0d103.jpg)
Mastering B2B Sales Strategies: Three-Step Framework (video)
AUGUST 3, 2024
With over a decade of experience in various industries, Cara shares her insights into building effective B2B sales strategies. Cara shares her journey, explaining how her corporate background shaped her understanding of sales and strategy. Many companies may have outdated sales processes or customer profiles.
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10 B2B Case Study Examples to Inspire Your Next Customer Success Story
- October 24, 2023
![case study sales examples](https://usermotion.com/wp-content/uploads/2023/10/b2b-case-study-examples.png)
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.
![case study sales examples b2b case study template](https://usermotion.com/wp-content/uploads/2023/10/b2b-case-study-template-659x1024.png)
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.
![case study sales examples plaid b2b case study example](https://usermotion.com/wp-content/uploads/2023/10/plaid-b2b-case-study-example-1024x523.png)
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.
![case study sales examples plaid case study](https://usermotion.com/wp-content/uploads/2023/10/plaid-case-study-1024x574.png)
The core process of how Plaid helps Betterment is cleanly laid out, which is a brief version of a ten-page white paper.
![case study sales examples benefit statement in plaid](https://usermotion.com/wp-content/uploads/2023/10/benefit-statement-in-plaid.png)
What follows are several benefits that Plaid offered to Betterment.
![case study sales examples plaid betterment case study](https://usermotion.com/wp-content/uploads/2023/10/plaid-betterment-case-study-1024x326.png)
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.
![case study sales examples saleshandy problem statement](https://usermotion.com/wp-content/uploads/2023/10/saleshandy-problem-statement.png)
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.
![case study sales examples saleshandy use case statement](https://usermotion.com/wp-content/uploads/2023/10/saleshandy-use-case-statement.png)
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.
![case study sales examples saleshandy quote use in case study](https://usermotion.com/wp-content/uploads/2023/10/saleshandy-quote-use-in-case-study-1024x454.png)
With a single scroll in, SalesHandy lays out the solutions to Sedin’s core challenges and integrates its product.
![case study sales examples b2b case study example from saleshandy](https://usermotion.com/wp-content/uploads/2023/10/b2b-case-study-example-from-saleshandy.png)
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.
![case study sales examples saleshandy sedin case study example](https://usermotion.com/wp-content/uploads/2023/10/saleshandy-sedin-case-study-example-1024x454.png)
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.
![case study sales examples playvox case study headline](https://usermotion.com/wp-content/uploads/2023/10/playbox-case-study-headline.png)
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.
![case study sales examples case studies include numers](https://usermotion.com/wp-content/uploads/2023/10/case-studies-include-numbers.png)
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.
![case study sales examples playvox sweaty betty solution](https://usermotion.com/wp-content/uploads/2023/10/playvox-sweaty-betty-case-study-solution.png)
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.
![case study sales examples base search marketing format](https://usermotion.com/wp-content/uploads/2023/10/base-search-marketing-case-study-format.png)
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.
![case study sales examples loganix case study slide example](https://usermotion.com/wp-content/uploads/2023/10/loganix-case-study-slide-example.png)
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.
![case study sales examples loganix bullet points](https://usermotion.com/wp-content/uploads/2023/10/loganix-case-study-example-bullet-points.png)
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.
![case study sales examples coschedule outcome-led case study example](https://usermotion.com/wp-content/uploads/2023/10/coschedule-outcome-led-case-study-example.png)
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.
![case study sales examples loganix graphics](https://usermotion.com/wp-content/uploads/2023/10/loganix-graphics-in-case-study.png)
The study ends with a quote from the customer, which repeats the outcome stated in the headline.
![case study sales examples end with quote example](https://usermotion.com/wp-content/uploads/2023/10/case-study-end-with-quote-example.png)
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.
![case study sales examples wizehire example of case study](https://usermotion.com/wp-content/uploads/2023/10/wizehire-case-study-examples-1024x489.png)
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.
![case study sales examples wizehire b2b case study examples](https://usermotion.com/wp-content/uploads/2023/10/wizehire-example-of-case-study-1024x554.png)
The case study ends with a passionate testimonial from Kris, who deeply believes in Wizehire.
![case study sales examples testimonial example](https://usermotion.com/wp-content/uploads/2023/10/case-study-testimonial-example.png)
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.
![case study sales examples freshbooks case study example](https://usermotion.com/wp-content/uploads/2023/10/freshbooks-case-study-example.png)
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.
![case study sales examples freshbooks challenge statement in case study](https://usermotion.com/wp-content/uploads/2023/10/freshbooks-challenge-statement-in-case-study.png)
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 .
![case study sales examples slack testimonal case study](https://usermotion.com/wp-content/uploads/2023/10/slack-testimonal-case-study-1024x470.png)
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.
![case study sales examples slack case study](https://usermotion.com/wp-content/uploads/2023/10/slack-case-study.png)
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.
![case study sales examples kosli firi technical case study](https://usermotion.com/wp-content/uploads/2023/10/kosli-firi-technical-case-study-example.png)
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.
![case study sales examples kosli firi](https://usermotion.com/wp-content/uploads/2023/10/kosli-firi-technical-case-study.png)
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
![case study sales examples 10 Signal Based Selling Signals to Aquire Qualified Leads](https://usermotion.com/wp-content/uploads/2024/07/10-Signal-Based-Selling-Signals-to-Aquire-Qualified-Leads-300x146.png)
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.
![case study sales examples 6sense Alternatives](https://usermotion.com/wp-content/uploads/2024/07/6sense-Alternatives-300x146.png)
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.
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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?
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8 Case Study Examples to Close Sales Faster [+ Tips & Templates]
Updated August 2024: Marketing case studies are powerful tools for B2B SaaS companies to close bigger deals faster. To ensure that you’re consistently producing compelling stories, review SaaS case study examples from other companies regularly to see what they do well (or not).
Did you know that SaaS marketers ranked case studies the #1 most effective marketing tactic to increase sales in 2024—ahead of general website content, SEO, blog posts, social media, paid ads and other tactics?
![case study sales examples Case studies are the #1 marketing tactic to increase sales for SaaS companies.](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2023/08/1-EffectiveCaseStudy-760px-wide.png?lossy=1&strip=1&webp=1)
This is yet another reason why it’s important to check out SaaS case study examples regularly.
How do your competitors’ SaaS case study examples stack up?
Over 82% of tech marketers use sales case studies, so there are a lot of customer success stories to choose from. You can hone in on your specific industry to identify SaaS case study examples that showcase best practices and trends. See what other SaaS companies excel at and where they could improve. And save good sales case study examples in a swipe file to draw inspiration from.
![case study sales examples Case study examples: Over 82% of tech marketers use case studies. Do you?](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2021/10/21.10.12-Case-Study-Examples-Blog-Image-2-1024x351.jpeg?lossy=1&strip=1&webp=1)
Use SaaS case study examples for inspiration
As a busy SaaS marketer, you may feel strapped for time when it comes to finding sales case study examples to review. Well, you’re in luck because we’ve done the legwork for you. We found 8 SaaS case study examples and analyzed them to see where the story hits the mark and where it falls short.
The purpose of critiquing good SaaS case study examples is to help you see that even the top dogs aren’t untouchable. We can all learn how to write a case study from what they do well with their content and what they need to work on.
8 SaaS case study examples to learn from:
- ServiceChannel
SaaS case study example 1: ServiceChannel
![case study sales examples ServiceChannel case study examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2021/10/21.10.12-Case-Study-Examples-Blog-Logo-7.jpeg?lossy=1&strip=1&webp=1)
ServiceChannel case study example: Freshpet
ServiceChannel provides facility managers with a single platform to source, procure, manage and pay for facility maintenance and repair services from commercial contractors. The company is currently used daily by 500+ brands to manage over 50,000 contractors at 300,000+ locations in 63 countries.
Check out the sales case study example we’re critiquing: Freshpet Cuts Out Middleman for Asset Management, Improves Operations and Increases Customer Satisfaction .
What worked well
1. strong executive summary:.
SaaS case study examples like this one kick off with an introduction to the customer’s business, and call out the benefits Freshpet received from working with ServiceChannel, as well as a few quantifiable results. It’s an excellent example of an executive summary that provides a concise overview of the case study, giving the reader the highlights right away.
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/1.-Screen-Shot-2022-11-24-at-9.51.16-AM-1024x711.png?lossy=1&strip=1&webp=1)
2. Defined structure and rich detail:
The SaaS case study example clearly flows through Freshpet’s challenges and goals, as well as the solutions, benefits and results that the company got from working with ServiceChannel. The challenge section paints a compelling picture of Freshpet’s pain prior to working with ServiceChannel, and the solution section also includes why Freshpet chose ServiceChannel as a vendor—a valuable detail that’s often missing from case studies.
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/2.-Screen-Shot-2022-11-24-at-9.52.07-AM-1024x699.png?lossy=1&strip=1&webp=1)
3. Various design elements:
ServiceChannel understands that no matter how powerful the storytelling in a case study is, you need quality graphic design to grab and keep your reader’s attention . This SaaS case study example hits the mark by incorporating strong design such as imagery, icons, bulleted lists and pull quotes.
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/3.-Screen-Shot-2022-11-24-at-9.55.34-AM-1024x568.png?lossy=1&strip=1&webp=1)
4. Useful metrics:
This story includes several case study metrics to measure Freshpet’s success after implementing ServiceChannel’s solution. For example, it shows how Freshpet increased asset management efficiency by 53%.
In addition, the statistics highlight where Freshpet started out for additional context: “The same number of Freshpet staff and contractors who had serviced 13,000 refrigerated units now service 18,000 to 20,000 units.”
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/4.-Screen-Shot-2022-11-24-at-9.53.16-AM-1024x407.png?lossy=1&strip=1&webp=1)
What could be better
1. title choice:.
The current title of this SaaS case study example is trying to touch on several points. The title would be more focused and impactful if ServiceChannel used a statistic and added its company name, for example, “Freshpet Increases Asset Management Efficiency by 53% with ServiceChannel.”
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/5.-Screen-Shot-2022-11-24-at-9.56.47-AM-1024x174.png?lossy=1&strip=1&webp=1)
2. Links to products:
There are no links driving users to ServiceChannel’s product pages. This would be a useful addition to enable readers to more easily learn about products they’re interested in with a simple click, rather than making them do the work of navigating on their own.
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/6.-Screen-Shot-2022-11-24-at-9.58.07-AM-1024x275.png?lossy=1&strip=1&webp=1)
3. Customer quotes:
The only 2 quotes in this case study are the pull quotes. Quotes are important to include to illustrate the customer’s perspective in their words. However, the case study would feel like more of a story with personality if ServiceChannel had included more customer quotes throughout the body text.
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/7.-Screen-Shot-2022-11-24-at-10.01.32-AM-1-1024x657.png?lossy=1&strip=1&webp=1)
4. Call to action (CTA):
The call to action is buried at the bottom of the page, underneath the “Related Content” section. As a result, most readers likely miss it. Try moving it up to a more prominent spot within the story. A CTA should use specific language that speaks directly to your prospective customers , as well as smart design (including colour and large text) to make your words pop off the page.
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/8.-Screen-Shot-2022-11-25-at-10.13.35-AM-1024x400.png?lossy=1&strip=1&webp=1)
SaaS case study example 2: Zenefits
![case study sales examples Zenefits case study examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2021/10/21.10.12-Case-Study-Examples-Blog-Logo-8.jpeg?lossy=1&strip=1&webp=1)
Zenefits case study example: Skilljar
The Zenefits People Platform brings everything HR related into one simple, single app. The company’s platform is designed to be comprehensive, but not overly complex. It puts benefits, payroll and HR access in the pockets and at the fingertips of employees.
Check out the SaaS case study example we’re critiquing: Customer Education Company Taps Zenefits to Level the Playing Field for Talent in Seattle
1. “Above the fold” section
The case study title, hero image and fast facts box are visually engaging and immediately draw the reader into the story. These elements pop on the lightly coloured web page background. This part of Zenefits’ case study is an excellent example of case study design .
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/1.-Screen-Shot-2022-11-24-at-12.45.27-PM-1003x1024.png?lossy=1&strip=1&webp=1)
2. Compelling hero image
The image at the top of the SaaS case study examples like this one showcase the “people first” aspect of HR that’s integral to both Zenefits and its customer, Skilljar. The image is dynamic, colourful, and the people in the shot look happy and engaged.
3. Fast facts box
This graphic element is brightly coloured and eye-catching. It also showcases important information such as the size of the customer company, Skilljar, and the Zenefits products that Skilljar purchased.
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/2.-Screen-Shot-2022-11-24-at-12.46.17-PM.png?lossy=1&strip=1&webp=1)
4. Call to action (CTA) button
The orange “Try It Now” CTA button at the top right corner of the web page contrasts well with the white background, and stays in place as you scroll through this case study example. The CTA is obvious and clear .
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/3.-Screen-Shot-2022-11-24-at-12.48.45-PM.png?lossy=1&strip=1&webp=1)
5. Strong introduction
This case study intro clearly explains what type of organization Skilljar is and why there is a need for the company’s services in the marketplace.
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/4.-Screen-Shot-2022-11-24-at-12.49.25-PM-1024x717.png?lossy=1&strip=1&webp=1)
6. Identifiable sections
The challenge and solution sections of this SaaS case study example are clearly marked, enabling the reader to follow along with the story easily.
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/5-10.-Screen-Shot-2022-11-24-at-12.51.54-PM-1024x259.png?lossy=1&strip=1&webp=1)
7. Pull quote
This is another example of great design, with graphics and an image to accompany the pull quote. Providing a headshot of the customer helps offer added social proof. The quote itself is also compelling and mentions Zenefits.
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/6.-Screen-Shot-2022-11-24-at-12.50.06-PM-1024x389.png?lossy=1&strip=1&webp=1)
8. Customer testimonials
This case study example features several good customer testimonials throughout, which speak to the impact Zenefits has had on Skilljar’s business. This is important because customer quotes carry more credibility with readers (potential prospects) than a company’s own version of a story.
9. Closing CTA
In addition to the CTA button at the top of this case study, there’s a second CTA at the bottom of the page that offers the option to read customer stories, then talk to an advisor or try a product demo. It’s visually engaging with bright colours and clean design, communicating Zenefits’ message clearly and drawing the reader in.
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/7.-Screen-Shot-2022-11-24-at-12.50.36-PM-1024x353.png?lossy=1&strip=1&webp=1)
1. Title choice
The case study title is a bit long and clunky, and should include a stat for greater impact. For example, the title could mention that Zenefits helped Skilljar triple the size of its workforce.
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/8.-Screen-Shot-2022-11-24-at-12.50.53-PM-1024x235.png?lossy=1&strip=1&webp=1)
2. Challenge section
This part of the case study doesn’t really describe the customer’s challenge before using Zenefits’ software. Rather than simply touching on Skilljar’s opportunity to improve, the challenge section should illustrate how much time and money it was costing the company by not having Zenefits. The section should also incorporate a customer quote.
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/9.-Screen-Shot-2022-11-24-at-12.51.15-PM-1024x262.png?lossy=1&strip=1&webp=1)
3. Solution section
The beginning of this section of this SaaS case study example would be stronger if the vendor selection process stood alone in a separate section, explaining why Zenefits stood out from other vendors.
In addition, the section doesn’t really touch on the software solution itself until several paragraphs in. Be sure to link to product and service pages within your site to help the reader move through the buyer’s journey (and to improve SEO).
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/5-10.-Screen-Shot-2022-11-24-at-12.51.54-PM-1-1024x259.png?lossy=1&strip=1&webp=1)
4. Results section
This section should fall clearly under a header that says “Results” instead of the solution section of the case study. In addition, it could use more statistics to emphasize the pros of Zenefits’ solution—for example, how much time Skilljar has saved in the hiring process by using Zenefits.
SaaS case study example 3: AppDirect
![case study sales examples AppDirect case study examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2021/10/21.10.12-Case-Study-Examples-Blog-Logo-6.jpeg?lossy=1&strip=1&webp=1)
AppDirect case study example: ADP
AppDirect ’s end-to-end cloud commerce platform connects channels, developers and customers to simplify the digital supply chain. The company enables its customers to onboard and sell products with third-party services—for any channel, on any device, with support.
Check out the SaaS case study example we’re critiquing: ADP Streamlines HR Operations for Companies Worldwide .
1. Overall design
This case study uses strong visuals to enhance the customer story and break up the text, including a video in the header, a sidebar, short paragraphs, lots of white space, a graphic element and a pull quote. It’s clear that AppDirect knows that strong design keeps readers engaged .
2. Customer video
This brief clip gives the reader valuable background information on what ADP does and what the company’s pain points were before working with AppDirect. This is a great feature for audiences who prefer to consume video content rather than read text.
![case study sales examples AppDirect case study customer video](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/1.-Screen-Shot-2022-11-24-at-2.58.23-PM-1024x300.png?lossy=1&strip=1&webp=1)
3. Useful sidebar
The sidebar in this SaaS case study example provides helpful information, offering insight into the longevity of the relationship between AppDirect and ADP, as well as the scale of ADP’s business.
![case study sales examples AppDirect case study sidebar](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/2.-Screen-Shot-2022-11-24-at-2.58.43-PM-553x1024.png?lossy=1&strip=1&webp=1)
4. Pull quote
The customer pull quote acts as a strong visual call-out on the page and explains the value that AppDirect has brought to ADP from the customer’s perspective. This is important because it means more to readers to hear your customer’s opinion of your company than your (possibly biased) opinion.
![case study sales examples AppDirect case study pull quote](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/3.-Screen-Shot-2022-11-24-at-2.59.14-PM-1024x794.png?lossy=1&strip=1&webp=1)
5. Call-to-action options
It’s essential to include an obvious call to action (CTA) at the end of your case studies. This piece features an interesting series of CTAs for different use cases.
![case study sales examples AppDirect case study calls to action](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/4.-Screen-Shot-2022-11-24-at-3.00.50-PM.png?lossy=1&strip=1&webp=1)
While the title of this case study example nods to the results ADP got from working with AppDirect, it would be stronger if it included a statistic and mentioned AppDirect by name.
![case study sales examples AppDirect case study title](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/5.-Screen-Shot-2022-11-24-at-3.01.20-PM-1024x410.png?lossy=1&strip=1&webp=1)
This part of the case study reads like an introduction. The section explains what ADP is and what the company’s goals were when it sought out AppDirect, but doesn’t outline ADP’s pain points before implementing AppDirect. The pain points are only mentioned in the video. This challenge section should be changed to an introduction, and a true challenge section should be added for a stronger case study format .
![case study sales examples AppDirect case study challenge](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/6.-Screen-Shot-2022-11-24-at-3.02.07-PM-1024x430.png?lossy=1&strip=1&webp=1)
3. Vendor selection and implementation section
The written portion of this SaaS case study example doesn’t explain why ADP chose AppDirect or how the implementation process went. The customer mentions this in the video, but including this information in the text would be an opportunity for AppDirect to further highlight its value for readers who skip the video.
4. Hard numbers
The results section of the case study could use statistics to drive home the benefits of working with AppDirect. Hard numbers are more impactful than qualitative statements.
SaaS case study example 4: Expensify
![case study sales examples Expensify case study examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2021/10/21.10.12-Case-Study-Examples-Blog-Logo-5.jpeg?lossy=1&strip=1&webp=1)
Expensify case study example: Philz Coffee
Expensify is the world’s most widely-used receipt tracking and expense management app. The company helps its customers ditch spreadsheets so they have more time to focus on what really matters.
Check out the case study example we’re critiquing: Philz Coffee – Mission: Happiness .
1. Informative image caption
The small caption on the case study header image tells the reader that Philz Coffee has been an Expensify customer since 2014, offering insight into the strength and longevity of the companies’ relationship.
![case study sales examples Expensify case study image caption](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/1.-Screen-Shot-2022-11-24-at-3.06.03-PM-1024x217.png?lossy=1&strip=1&webp=1)
2. Useful executive summary
The ‘At a Glance’ summary shows which Expensify product Philz purchased, and highlights the features that Philz Coffee loves about Expensify, as well as what results the company achieved by using Expensify’s product. This executive summary provides valuable information for the reader before they even dig into the case study.
![case study sales examples Expensify case study executive summary](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/2.-Screen-Shot-2022-11-24-at-3.06.21-PM-523x1024.png?lossy=1&strip=1&webp=1)
3. Descriptive customer quotes
This SaaS case study example effectively illustrates Philz Coffee’s pain points in the customer’s words, enabling readers to consider their own challenges and envision themselves benefitting from Expensify’s solution.
![case study sales examples Expensify case study customer quote](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/3.-Screen-Shot-2022-11-24-at-3.07.48-PM-1024x303.png?lossy=1&strip=1&webp=1)
4. Strong design elements
It’s important to consider several key design elements in your case study examples. Expensify’s case study on Philz Coffee uses a branded customer image and two pull quotes to break up the text. In addition, the piece is written in short paragraphs that are easy to scan, in keeping with best practice for web readability.
![case study sales examples Expensify case study design elements](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/4.-Screen-Shot-2022-11-24-at-3.08.08-PM-1024x779.png?lossy=1&strip=1&webp=1)
5. Specific sections
The most powerful SaaS case study examples clearly lay out the steps of their customer’s journey. Expensify’s case study on Philz Coffee uses headers that explain what each section is about and walk the reader through the journey in a structured format .
![case study sales examples Expensify case study specific sections](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/5.-Screen-Shot-2022-11-24-at-3.08.39-PM-1-1024x308.png?lossy=1&strip=1&webp=1)
6. Clear call to action (CTA)
At the end of this case study, a prominent CTA invites the reader to enter their email address and sign up as an Expensify customer. An additional CTA, “GET STARTED TODAY” also appears as a button in the top right corner of the case study. These elements guide the reader to the action that Expensify wants the reader to take next.
![case study sales examples Expensify case study call to action (CTA)](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/6.-Screen-Shot-2022-11-24-at-3.09.11-PM-1-1024x528.png?lossy=1&strip=1&webp=1)
1. Title structure
This section of the case study example would benefit from a rework. While the words “CASE STUDY” appear at the top in small print with the Philz Coffee logo underneath, it isn’t clear if “Mission: Happiness” is the title or a section header. This particular wording doesn’t explain what the case study is about or highlight the results Philz got from working with Expensify.
“Philz Coffee reduces expense reporting time from days to hours with Expensify,” is an example of a strong title that names the customer and Expensify, and calls out quantifiable results. This would work well in the blue header area, while “Mission: Happiness” could remain as the introduction header.
![case study sales examples Expensify case study title](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/7.-Screen-Shot-2022-11-24-at-3.18.26-PM.png?lossy=1&strip=1&webp=1)
2. Link to customer’s website
The case study should include a link to Philz’ website so that the content is a win-win for both Expensify and the customer. It’s important to help promote your customer so that they can benefit from the case study, too.
3. Challenge/solution/results flow
The customer journey could be better defined. The header “Sweeter with Netsuite” should use challenge-focused wording, and this section should focus only on the customer’s problem. While the section does begin this way, it changes gear to talk about the results. Directly afterward, the case study backtracks to talk about the implementation process. It would make for a clearer flow if the results were not mentioned until after the implementation section.
4. Links to other customer stories
It would be beneficial to include links to other Expensify case studies for readers who want to find out more about others’ experiences before signing up. While the case study does feature a sidebar that links to a customer page, call-outs to specific stories would add greater value.
SaaS case study example 5: GitLab
![case study sales examples GitLab case study examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2021/10/21.10.12-Case-Study-Examples-Blog-Logo-4.jpeg?lossy=1&strip=1&webp=1)
GitLab case study example: Fanatics
GitLab is a complete DevOps platform delivered as a single application. The company is changing the way development, security and ops teams collaborate and build software. From idea to production, GitLab helps teams improve cycle time from weeks to minutes, and reduces development costs and time to market.
Check out the SaaS case study example we’re critiquing: GitLab offers Fanatics the CI stability they were searching for .
1. Strong title
This benefit-driven title mentions both GitLab and its customer Fanatics. The title is also paired with a subtitle that further explains the results Fanatics got from GitLab’s solution.
![case study sales examples GitLab case study title](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/1.-Screen-Shot-2022-11-24-at-3.21.52-PM-1024x196.png?lossy=1&strip=1&webp=1)
This is an essential element for every case study because it gives the reader an immediate understanding of your service. The section at the top of the Fanatics case study is easily digestible and includes information that sets the stage for the reader, such as:
- fast facts about GitLab’s customer Fanatics
- a brief overview of the solution
- statistics to demonstrate results
![case study sales examples GitLab case study executive summary](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/2.-Screen-Shot-2022-11-24-at-3.24.18-PM-1024x406.png?lossy=1&strip=1&webp=1)
3. Structured flow
This case study example clearly guides the reader through specific challenge, solution and results sections, with subheaders for each section that summarize what the reader will learn about.
![case study sales examples GitLab case study structure](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/3.-Screen-Shot-2022-11-24-at-3.24.47-PM-1024x428.png?lossy=1&strip=1&webp=1)
4. The customer is the hero
Making your customer the hero in your case study —as opposed to tooting your own company’s horn—is an excellent way to achieve resonance with your readers. GitLab makes the interviewee, Fanatics’ cloud tech lead Guilherme Goncalves, the hero by highlighting how he advocated for change in his organization.
5. Convincing quotes
GitLab uses several customer quotes to tell the story from Fanatics’ perspective, adding detail, credibility and personality to the case study. This is a solid tactic because it allows the reader to hear straight from the customer why they recommend GitLab’s service.
![case study sales examples GitLab case study quotes](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/4.-Screen-Shot-2022-11-24-at-3.26.14-PM-1024x103.png?lossy=1&strip=1&webp=1)
6. Call to action (CTA)
This SaaS case study example features a bar with a button to sign up for a free GitLab trial. The CTA appears at the bottom of the page and stays in view as the reader scrolls through the content.
![case study sales examples GitLab case study CTA](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/5.-Screen-Shot-2022-11-24-at-3.27.04-PM-1024x461.png?lossy=1&strip=1&webp=1)
1. Statistic in the title
Using a hard number in the case study title would help drive home the results that Fanatics got from GitLab’s solution.
2. Product link
Including a link to the continuous integration (CI) product that Fanatics purchased would guide the reader in a specific direction to learn more about GitLab’s offerings.
3. Pull quote
Adding a visual call-out between two of the sections would break up the case study text and give more weight to the story from the customer’s perspective.
4. Design elements
Solid case study design is essential for grabbing and keeping your reader’s attention. GitLab could consider adding a headshot of the case study interviewee alongside a pull quote, which helps deliver instant credibility. A data illustration would also be useful to help visual readers process the numbers in the solution section.
5. A look to the future
A paragraph on what’s next for Fanatics would help demonstrate how customers can grow with GitLab.
6: CTA above footer
While the case study CTA remains visible as the reader scrolls 95% of the page, it does disappear when the reader scrolls into the page footer itself. GitLab could address this so that the CTA is visible 100% of the time.
7. Additional content
Including a call-out linking to other customer stories would be valuable for readers who want to find more information before signing up for a free GitLab trial.
SaaS case study example 6: ServiceNow
![case study sales examples ServiceNow case study examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2021/10/21.10.12-Case-Study-Examples-Blog-Logo-3.jpeg?lossy=1&strip=1&webp=1)
ServiceNow case study example: SAP SuccessFactors
ServiceNow makes the world of work, work better for people. The company delivers digital workflows that create great experiences and unlock productivity. ServiceNow’s IT service management (ITSM) and IT business management (ITBM) technology helps customers modernize IT, drive efficiency and enhance user experience.
Check out the SaaS case study example we’re critiquing: Delta Air Lines Launches Services Portal with ServiceNow .
1. Prominent metrics
ServiceNow case study examples feature three metrics at the top of each story, immediately highlighting the value that the company’s products delivered to Delta Air Lines. The case study also includes more results in the form of hard numbers throughout the story.
![case study sales examples ServiceNow case study metrics](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/1.-Screen-Shot-2022-11-25-at-9.39.19-AM-1024x253.png?lossy=1&strip=1&webp=1)
2. Useful sidebar
The sidebar near the top of the case study provides educational ‘fast facts’ about the customer, Delta Air Lines. The sidebar also travels down the page with the reader as they scroll so that they can access the links to ServiceNow’s products at all times.
![case study sales examples ServiceNow case study executive summary](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/2.-Screen-Shot-2022-11-25-at-9.40.02-AM-568x1024.png?lossy=1&strip=1&webp=1)
3. Strong quotes and testimonials
The customer quotes and testimonials successfully paint a picture of the pain points that Delta Air Lines was experiencing prior to working with ServiceNow, and why the company needed to implement a technology solution.
![case study sales examples ServiceNow case study quote](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/3.-Screen-Shot-2022-11-25-at-9.42.14-AM-1024x325.png?lossy=1&strip=1&webp=1)
4. Clear structure
This case study example clearly outlines Delta Air Lines’ challenges, then highlights the solutions provided by ServiceNow and the benefits the customer gained from ServiceNow’s products. The piece ends with a look to the future for Delta Air Lines, mentioning how ServiceNow’s solution will help the organization achieve its goals. This case study format creates a flow and helps the reader understand where they are in the story.
5. Pull quote
The pull quote in the middle of the case study offers a visually compelling element that breaks up the text.
![case study sales examples ServiceNow case study pull quote](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/4.-Screen-Shot-2022-11-25-at-9.40.54-AM-1024x365.png?lossy=1&strip=1&webp=1)
6. Call to action
This SaaS case study example ends with a clear, prominent and compelling call to action (CTA) at the bottom right where the story finishes. This guides the reader to the action that ServiceNow wants them to take next—to explore demo videos.
![case study sales examples ServiceNow case study call to action](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/5.-Screen-Shot-2022-11-25-at-9.42.54-AM-1024x667.png?lossy=1&strip=1&webp=1)
The title of this case study example does not read smoothly, which makes it difficult to digest. It also doesn’t mention ServiceNow or include a statistic. Try to be more compelling with a results-oriented title .
![case study sales examples ServiceNow case study title](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/6.-Screen-Shot-2022-11-25-at-9.44.01-AM-1024x478.png?lossy=1&strip=1&webp=1)
2. Flow of quotes
The challenge section of this case study example relies too heavily on quotes to tell the story, using three quotes in a row to illustrate the problem. Alternating between a regular paragraph and a quote from the customer interview makes for a more dynamic flow and enables customer quotes to have a greater impact. This approach also ensures that a case study does not simply repeat quotes from the interview to tell the story.
![case study sales examples ServiceNow case study flow of quotes](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/7.-Screen-Shot-2022-11-25-at-9.45.04-AM-1024x209.png?lossy=1&strip=1&webp=1)
3. Lack of metrics in Results section
The Results section of the case study lacks metrics, despite the fact that there are great numbers showcased just under the title. Add metrics or KPIs to the body text to help provide the reader with a concrete picture of what they could expect if they started using ServiceNow.
![case study sales examples ServiceNow case study - lack of metrics in Results section](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/8.-Screen-Shot-2022-11-25-at-9.49.27-AM-1024x555.png?lossy=1&strip=1&webp=1)
SaaS case study example 7: Splunk
![case study sales examples Splunk case study examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2021/10/21.10.12-Case-Study-Examples-Blog-Logo-2.jpeg?lossy=1&strip=1&webp=1)
Splunk Case Study example: Domino’s Pizza
Splunk is a data-to-everything platform that helps organizations ask questions, get answers, take actions and achieve business outcomes from their data.
Check out the case study example we’re critiquing: Domino’s Reveals Splunk as Its Secret Sauce
1. Title and subtitle combo
While different from typical SaaS case study examples, the title and subtitle are fun, clever and on-brand for Splunk. However, we would have liked to see “Splunk” in the title—for example, “Revealing the Secret Sauce: How Splunk helps Domino’s Pizza maintain position as the world’s #1 pizza company. (Psst, it’s the data.)”
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/1.-Screen-Shot-2022-11-24-at-12.36.00-PM-1024x285.png?lossy=1&strip=1&webp=1)
2. Video content
We all consume content differently. Splunk made a smart move by placing a video CTA right under the title of its case study examples. This is great for folks who would prefer to watch the story unfold rather than reading it. (See screenshot above.)
3. Testimonial graphics
Customer testimonials are not only more credible than a company singing its own praises—they also bring a story to life with personal anecdotes. The testimonials in Splunk’s Domino’s case study evoke emotion and stand out well with a strong blue background.
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/2.-Screen-Shot-2022-11-24-at-12.38.15-PM-1024x280.png?lossy=1&strip=1&webp=1)
4. CTA buttons
We give Splunk a thumbs up for offering 2 CTA options for readers at different stages of the buyers’ journey, with “Talk to Sales” as the bolded option.
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/3.-Screen-Shot-2022-11-24-at-12.39.51-PM-1024x249.png?lossy=1&strip=1&webp=1)
5. Engaging visuals
This SaaS case study example is full of relevant images that set the scene (pizza!) and fun infographics that add value by helping to illustrate the story and communicate the facts.
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/4.-Screen-Shot-2022-11-24-at-12.40.40-PM-1024x480.png?lossy=1&strip=1&webp=1)
6. Strong storytelling
It’s evident that Splunk’s team knows how crucial storytelling is in capturing a reader’s attention. This case study is well written and the quotes are weaved seamlessly throughout, adding a human element to the narrative.
7. Customer is the hero
Splunk succeeds at championing Domino’s by highlighting several of the company’s wins early on in the case study. This is a powerful tactic that helps readers see themselves in your customer’s shoes.
8. Clear flow
The story is divided into 5 sections based on Splunk’s components for a successful user experience: simplicity, reliability, quality, trust, and innovation. This is a unique way to structure a case study and provides clarity for the reader. The graphics also incorporate Domino’s’ branding.
![case study sales examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/5.-Screen-Shot-2022-11-24-at-12.41.27-PM-1024x229.png?lossy=1&strip=1&webp=1)
1. Pain points
This case study example seems to focus more on the customer’s aspirations than on the pain points that led Domino’s to Splunk. It’s generally understood that pain resonates more with prospects than aspiration. We’d like to see a dedicated “challenge” section that presents the problems and leads into how Splunk solved them.
2. A defined story arc
This SaaS case study example lacks a beginning, middle, and end. There is no mention of what led Domino’s to purchase Splunk and how the implementation went. It also isn’t clear what changed or improved thanks to Splunk. And finally, the reader doesn’t get any insight into how Domino’s plans to use Splunk in the future. (Splunk could consider sticking with the traditional case study format so the reader can easily move through the challenge, solution and results sections of the story).
Stats are a surefire way to measure success in a B2B SaaS case study. The lack of results-oriented numbers in this case study is a big miss. We want to know how sales and productivity have increased since Domino’s implemented Splunk’s solution. Ideally, this information would appear within the story, as well as in a bulleted list for a quick overview.
4. Executive summary
Speaking of an overview, an executive summary (or even a short set of bullets outlining the challenge, solution and results) would be an impactful addition to the top of all case study examples. It would enable the reader to understand the story at a glance.
SaaS case study example 8: Zendesk
![case study sales examples Zendesk case study examples](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2021/10/21.10.12-Case-Study-Examples-Blog-Logo-1.jpeg?lossy=1&strip=1&webp=1)
Zendesk case study example: Airbnb
Check out the SaaS case study example we’re critiquing: Airbnb’s custom 360-view of the customer
Zendesk is a CRM company headquartered in San Francisco with 17 offices worldwide. The company’s support, sales and engagement software aims to improve customer relationships for clients ranging from large enterprises to startups. Zendesk has over 150,000 customers in multiple industries.
1. Strong CTA near the top
Good SaaS case study examples guide the reader to where you want them to go next with a call to action. Zendesk’s Airbnb case study uses design to make its CTAs stand out. It’s fine to include more than one CTA in a case study, which Zendesk has done here.
![case study sales examples Zendesk case study CTA](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/1.-Screen-Shot-2022-11-25-at-10.30.14-AM-1024x882.png?lossy=1&strip=1&webp=1)
2. Social media icons
Zendesk makes good use of graphic elements by placing social media icons near the top of the page. The layout is clean and adds visual interest to the piece, but doesn’t distract from the call to action (CTA) just below it.
3. Striking imagery
Using visually compelling content throughout your case studies is a must-do if you want to keep your audience engaged—and Zendesk has nailed this. Fortunately, their customer Airbnb has lots of great imagery to work with.
![case study sales examples ServiceNow case study imagery](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/2.-Screen-Shot-2022-11-25-at-10.31.14-AM-1024x407.png?lossy=1&strip=1&webp=1)
4. Impactful customer quotes
Great quotes help tell a human story that’s relatable and powerful. They also give your readers what they really want: your customer’s opinion of your products . No one wants to hear you drone on about how awesome your company is. Let your customer do the talking.
![case study sales examples ServiceNow case study quotes](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/3.-Screen-Shot-2022-11-25-at-10.33.21-AM-1024x559.png?lossy=1&strip=1&webp=1)
5. The customer is the hero
Zendesk does a fantastic job of putting the spotlight on the customer by introducing Airbnb in an incredibly positive light. Throughout the case study, the story is told by Airbnb with lots of quotes, and explains how Zendesk simply provided a tool for Airbnb to run its business more effectively.
SaaS case study examples are only effective if they include a story arc to capture your readers’ attention. Zendesk does this expertly, beginning with Airbnb’s humble roots, then describing its wild success with over 100 million guests—and how that spurred the need for a solution that could help deliver high-quality customer service. The case study also evokes vivid detail like sitting in a “sun-drenched living room with a mug of steaming coffee.”
7. Headers and subheaders
Not only does adding headers and subheaders to a case study help break up the text so readers can scan with ease—it’s an essential component of healthy search engine optimization. Zendesk’s Airbnb case study currently lacks these elements.
![case study sales examples ServiceNow case study header](https://b2830724.smushcdn.com/2830724/wp-content/uploads/2022/12/4.-Screen-Shot-2022-11-25-at-10.34.58-AM-1024x225.png?lossy=1&strip=1&webp=1)
1. Executive summary
Including an executive summary in your case studies gives your readers the chance to decide if the material is worth their time . It also means that if they don’t read the entire piece, they’ll still walk away with an understanding of your solution. Zendesk’s Airbnb case study would benefit from adding an executive summary.
2. Clear challenge, solution and results sections
While Zendesk does tell a compelling story in this case study, it could help readers move through the story with greater ease by including more obvious challenge, solution and results sections.
3. Obvious CTA at the end
With no CTA at the end of this SaaS case study example, Zendesk is missing out on a big opportunity. Currently, you read to the end of the case study and then see the footer. Think of what kind of results they could get if they added a “Book demo” button.
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As the founder of Uplift Content, Emily leads her team in creating done-for-you case studies, ebooks and blog posts for high-growth SaaS companies like ClickUp, Calendly and WalkMe. Connect with Emily on Linkedin
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5 Amazing Small Business Case Study Examples for Marketers
![case study sales examples](https://socialbu.com/blog/wp-content/uploads/2024/08/smaal_business-1024x536.webp)
In the competitive landscape of small businesses, standing out requires more than just great products or services. It demands compelling stories that resonate with your target audience. Case studies, real-world examples of marketing your product or service, are powerful tools to build trust. Let’s explore nine inspiring small business case study examples that have harnessed the power of storytelling to achieve remarkable results.
Power of Case Studies
![case study sales examples Power of Case Studies](https://socialbu.com/blog/wp-content/webpc-passthru.php?src=https://socialbu.com/blog/wp-content/uploads/2024/08/deff2d4e-5e29-11ef-b4d4-3aac072e-450x154.jpg&nocache=1.webp)
Before exploring these inspiring examples, understand the profound impact that well-crafted case studies can have:
- A compelling case study does more than showcase your product or service. It tells a story that resonates with your audience.
- It transforms abstract benefits into tangible results, helping potential customers visualize themselves achieving similar success.
- Case studies build trust and credibility by highlighting specific challenges, solutions, and outcomes.
When a small business shares how it successfully navigated a problem, it positions itself as an expert in the industry. This expertise is backed by real-world results, which makes your brand more trustworthy in the eyes of potential customers.
Small business case study examples are powerful social proof that your offerings deliver real value. According to a survey by the Content Marketing Institute:
“73% of marketers say that case studies are one of the most effective forms of content for influencing purchasing decisions.”
This is because they provide potential customers with evidence that your solution works and can help them achieve similar results.
Small Business Case Study Examples
Here are a few small business case study examples you can not miss to analyze:
Zapier is a prime example of how strategic SEO and content marketing can drive massive organic traffic and user growth. It faced the challenge of increasing its visibility in a crowded market to establish itself as a go-to platform for automation.
Through a meticulously planned SEO strategy, they set a precedent for how small businesses can leverage content and partnerships to fuel growth.
In its early days, Zapier faced a significant challenge. It was how to stand out in a rapidly growing market of productivity and automation tools. With numerous competitors offering similar services, it needed to find a way to differentiate itself and drive organic traffic.
The company recognized the importance of online presence and visibility to attract new users and grow its platform.
The challenge was clear. Zapier needed to boost its SEO efforts and increase website traffic to sustain growth and stay competitive.
To tackle this challenge, the company implemented an ambitious SEO strategy focused on long-tail keywords. These are often less competitive and more targeted.
The company created 25,000 unique landing pages, each optimized for specific long-tail keywords related to their services.
These pages were not just automated templates. They featured well-structured, human-written content that addressed the specific needs of potential users searching for those keywords.
Zapier also developed a comprehensive playbook for onboarding new apps and partners.
By involving their partners, the company generated a vast amount of content without overwhelming their in-house team. These partners wrote high-quality guest posts for their sites, including backlinks to Zapier, further strengthening Zapier’s SEO and increasing referral traffic.
This boosted its domain authority and helped attract new users by increasing the company’s visibility across various online platforms.
Zapier’s strategic SEO and content marketing efforts paid off tremendously. The creation of 25,000 optimized landing pages significantly increased organic traffic, making it easier for potential users to discover Zapier through search engines.
Collaborating with partners for content creation and link building further amplified their online presence, driving even more traffic to the website.
Today, Zapier is recognized as a leader in the automation industry, with a robust user base and a solid online presence, largely thanks to its strategic use of SEO and content partnerships.
Key Takeaways
- Leverage long-tail keywords to create targeted, relevant content that drives organic traffic.
- Create multiple landing pages with well-optimized, human-written content to improve search engine visibility.
- Collaborate with partners to scale content creation and build valuable backlinks.
- Outsource link-building efforts to trusted partners to increase domain authority and attract more users.
- Focus on SEO as a long-term strategy to establish and maintain a solid online presence.
“One more thing…”—a phrase famously used by Steve Jobs during Apple keynotes, signaling the introduction of a groundbreaking product or idea. This phrase perfectly encapsulates Apple’s approach to innovation and branding: consistently delivering something unexpected and transformative.
It’s a testament to Apple’s commitment to pushing boundaries and setting new standards in the industry. This philosophy is reflected in their products and their approach to overcoming challenges and driving success.
Apple’s journey from a struggling tech company to a global powerhouse is a powerful case study of how strategic innovation and branding can redefine an entire industry.
In its early years, Apple faced a series of significant challenges. The company was battling financial difficulties, lagging behind competitors like IBM and Microsoft, and struggling to establish a strong foothold in the highly competitive technology market.
One of the most pressing challenges was Apple’s inability to define its brand identity clearly and differentiate itself from other players in the industry. The company’s products, while innovative, were not achieving the desired market penetration, and Apple was at risk of becoming irrelevant in a rapidly evolving market.
Additionally, Apple faced the challenge of creating products that were not only innovative but also accessible and appealing to a broader consumer base. The company needed to balance its focus on design and technology with the need for mass-market appeal.
Apple also had to overcome internal challenges, including management instability and a lack of cohesive vision, hindering its ability to execute a unified strategy.
To address these challenges, Apple, under the leadership of Steve Jobs, implemented a multi-faceted strategy that focused on innovation, design, and brand reinvention.
Apple doubled down on its commitment to innovation, focusing on creating products that were not only technologically advanced but also user-friendly and beautifully designed.
The launch of the Macintosh in 1984, for instance, was a turning point that showcased Apple’s ability to combine cutting-edge technology with an intuitive user experience. The focus on innovation continued with the development of iconic products like the iPod, iPhone, and iPad, each revolutionizing its respective industry.
Recognizing the need for a solid and consistent brand identity, Apple undertook a significant rebranding effort. This included simplifying its logo, as previously mentioned. It involved redefining Apple’s image as a brand synonymous with innovation, creativity, and premium quality.
The “Think Different” campaign was instrumental in positioning Apple as a brand that stood for innovation and rebellion against the status quo. It resonated deeply with consumers and differentiated Apple from its competitors.
Apple strongly emphasized design and user experience, ensuring that every product performed well and looked and felt exceptional. This strategy extended to the Apple ecosystem, where seamless integration between devices created a unique and compelling user experience that competitors struggled to match.
Apple’s strategic decisions paid off handsomely, transforming the company from a struggling business into the most valuable company in the world. The focus on innovation and design resulted in products that captured market share and created entirely new markets.
The iPod revolutionized the music industry, the iPhone redefined mobile communication, and the iPad opened up new possibilities in personal computing.
The rebranding efforts and the “Think Different” campaign helped establish Apple as a premium brand with a loyal customer base. Apple’s products became status symbols, and the company cultivated a reputation for quality, reliability, and cutting-edge technology.
The Apple Stores further solidified this brand image, providing customers with an immersive, personalized experience that drove sales and brand loyalty.
Under Jobs’ leadership, Apple’s stock price soared, and the company’s market capitalization grew exponentially. Apple’s ability to consistently innovate and reinvent itself has ensured its continued success, making it a dominant force in the technology industry.
- Innovation is vital to staying ahead in a competitive market; consistently developing groundbreaking products can redefine entire industries.
- A strong, cohesive brand identity is essential for differentiating a company from its competitors and building customer loyalty.
- User experience and design are critical factors in product success; functional and aesthetically pleasing products create lasting consumer appeal.
- Retail strategy and direct customer engagement can enhance brand perception and drive sales.
- Leadership and vision are crucial for maintaining focus and executing a successful long-term strategy.
In 2009, Uber emerged with a bold vision: to transform the transportation industry by offering a convenient, reliable, and tech-driven alternative to traditional taxi services.
What began as a simple idea—connecting riders with drivers through a smartphone app—quickly became a global phenomenon that disrupted how people move in cities worldwide.
Uber’s journey from a small startup to a multi-billion-dollar company is a powerful example of how technology, innovative business models, and strategic execution can revolutionize an entire industry.
Uber’s rise from a startup to a multi-billion-dollar company is a compelling case study in leveraging technology, innovative business models, and strategic marketing to disrupt an entire industry.
When Uber was founded in 2009, the transportation industry was dominated by traditional taxi services, often criticized for being inefficient, expensive, and difficult to access. Customers frequently faced challenges such as long wait times, unclear pricing, and poor service.
Uber identified these pain points and recognized an opportunity to disrupt the market by providing a more convenient, reliable, and cost-effective solution.
However, the challenge was not just about creating a better service. It was about convincing both consumers and regulators to accept a completely new model of transportation that relied on private drivers and mobile technology.
To overcome these challenges, Uber implemented a multi-pronged strategy that combined technology, aggressive marketing, and strategic partnerships. Uber’s core innovation was its mobile app, which allowed users to book a ride with just a few taps on their smartphone.
The app provided real-time tracking of drivers, transparent pricing, and the convenience of cashless payments, addressing many issues plaguing traditional taxi services.
Uber also introduced dynamic pricing, known as “surge pricing,” which adjusted fares based on demand, ensuring that riders could always find a ride, even during peak times.
Uber’s business model was disruptive in that it didn’t own any vehicles or employ drivers in the traditional sense. Instead, Uber acted as a platform that connected independent drivers with passengers.
This allowed Uber to scale rapidly without the overhead costs associated with maintaining a fleet of vehicles.
The company offered incentives to drivers, such as flexible working hours and the potential to earn more than traditional taxi drivers, which helped attract many drivers to the platform.
In some regions, Uber introduced services like UberMOTO (motorcycle taxis) and UberAUTO (auto-rickshaws) to cater to local transportation preferences.
This flexibility allowed Uber to penetrate diverse markets and meet the unique demands of different customer segments.
![case study sales examples uber](https://socialbu.com/blog/wp-content/webpc-passthru.php?src=https://socialbu.com/blog/wp-content/uploads/2024/08/lightbox-450x292.png&nocache=1.webp)
Uber’s strategic approach to technology, business model innovation, and aggressive expansion paid off, making it one of the fastest-growing companies in history.
Within a few years, Uber had disrupted the global transportation industry, challenging the traditional taxi model and inspiring a wave of similar startups.
The company’s success was not without controversy, as it faced legal challenges, protests from taxi unions, and regulatory hurdles in many cities. However, Uber’s ability to adapt and navigate these challenges allowed it to continue growing.
By 2019, Uber had completed over 10 billion rides globally, and the company went public with a valuation of over $80 billion.
Today, Uber operates in more than 900 metropolitan areas worldwide and has expanded its offerings to include services like Uber Eats, Uber Freight, and autonomous vehicle research.
Uber’s journey from a small startup to a global leader is a testament to the power of innovation, technology, and bold business strategies.
- Leveraging technology can transform traditional industries by offering innovative, user-friendly solutions.
- A disruptive business model can enable rapid scaling and global expansion without the constraints of traditional operations.
- Aggressive marketing and strategic expansion are essential for establishing a solid presence in new markets.
- Adapting to local markets is crucial for success in diverse regions, allowing a company to meet specific customer needs and regulatory requirements.
- Navigating regulatory challenges is critical to sustaining growth and maintaining market leadership in a disruptive industry.
“Customer obsession over competitor focus”—this principle has driven Amazon’s growth from a small online bookstore into one of the most influential companies in the world.
Founded by Jeff Bezos in 1994, Amazon was born out of the simple yet ambitious vision to revolutionize the retail industry by harnessing the power of the internet.
Amazon has transformed how people shop and redefined what it means to be a global retailer. This case study explores how Amazon tackled its early challenges, developed game-changing strategies, and achieved remarkable outcomes to become a dominant force in the global economy.
When Amazon launched, the company faced significant challenges. The internet was still infancy, and online shopping was not a common practice. Consumers were wary of buying products online, concerned about security, and unfamiliar with the process.
Moreover, Amazon had to compete with established brick-and-mortar stores with solid brand loyalty and consumer trust. The challenge for Amazon was to convince people to buy books online and shift the entire shopping paradigm towards e-commerce.
As Amazon began to expand beyond books, the company needed to develop a robust logistics network capable of delivering a vast array of products quickly and efficiently, all while keeping costs low.
Amazon’s strategy to overcome these challenges was multi-faceted and centered around three core principles: customer obsession, innovation, and scalability. Jeff Bezos has always emphasized that Amazon primarily focuses on the customer.
From the outset, Amazon prioritized creating a seamless shopping experience by offering a vast selection of products, competitive pricing, and unparalleled convenience.
This customer-centric approach extended to innovations like customer reviews, personalized recommendations, and an easy-to-use interface, which built trust and encouraged repeat business.
Amazon invested heavily in technology to improve the shopping experience and streamline operations. The creation of the “1-Click” purchasing system and Amazon Prime, which offered fast and free shipping, were technological innovations that set Amazon apart from competitors.
Additionally, Amazon Web Services (AWS) was launched as a cloud computing platform, which became a significant revenue stream and powered the company’s vast operations.
Amazon’s strategy involved expanding beyond books into every retail category, from electronics to clothing to groceries.
Amazon also diversified its business by launching products like Kindle, Echo, and Fire TV and expanding into services such as Amazon Prime Video, further embedding itself into consumers’ lives.
Amazon’s strategic focus has yielded extraordinary results, making it a prime example in any collection of small business case study examples. The company rapidly evolved from a startup into one of the largest retailers in the world.
Amazon’s ability to scale operations efficiently has enabled it to dominate the e-commerce space, capturing nearly 40% of the U.S. online retail market as of 2021.
The success of Amazon Web Services (AWS) further exemplifies the company’s innovative spirit, positioning Amazon as a leader in cloud computing. AWS has become a cornerstone of Amazon’s profitability, generating billions in revenue and supporting countless businesses worldwide.
This success story is crucial when discussing small business case study examples, demonstrating how diversification and innovation can drive substantial growth.
The introduction of Amazon Prime has cultivated a loyal customer base, with over 200 million subscribers globally who depend on the service for everything from daily essentials to entertainment.
Amazon achieved a market capitalization that surpassed $1 trillion in 2018.
- Customer obsession is crucial for building a loyal customer base and driving long-term success.
- Continuous innovation in technology and services can differentiate a company from its competitors and create new revenue streams.
- Scalability and efficient logistics are vital in managing rapid growth and maintaining a competitive edge in the market.
- Market expansion and diversification allow businesses to reduce risk and capitalize on new opportunities.
- Strategic acquisitions and investments can accelerate growth and enable entry into new markets and industries.
5. Snapchat
“Embrace the moment”—this mantra encapsulates Snapchat’s unique social media and communication approach. Snapchat emerged as a groundbreaking platform founded in 2011 by Evan Spiegel, Bobby Murphy, and Reggie Brown.
Unlike other social media platforms that focused on permanence, Snapchat introduced the concept of ephemeral messaging, allowing users to send photos and videos that would disappear after being viewed.
This innovative approach resonated with younger audiences and quickly set Snapchat apart in a crowded social media landscape.
This case study explores Snapchat’s journey, its challenges, strategies, and outcomes that solidified its place as a leader in the social media industry.
When Snapchat first launched, it faced significant challenges in a social media environment dominated by giants like Facebook, Twitter, and Instagram.
The critical challenge was differentiating itself in a market where social media platforms competed for user attention through features emphasizing permanence, likes, and public sharing.
Snapchat must convince users, especially younger ones, to embrace a new communication method focused on fleeting moments rather than lasting memories.
Another major challenge was monetization. While Snapchat rapidly gained popularity, especially among millennials and Gen Z, turning that user base into a profitable business was not straightforward.
The platform needed to find innovative ways to generate revenue without compromising the user experience centered around privacy and the temporary nature of its content.
Furthermore, Snapchat had to continually innovate to stay relevant as competitors began to imitate its core features. Maintaining its distinct identity and user base in the face of increasing competition was a constant challenge.
Snapchat implemented vital strategies focused on innovation, user engagement, and monetization to overcome these challenges. Snapchat’s primary innovation was its focus on ephemeral content—photos and videos that disappeared after being viewed.
This concept was a significant departure from other social media platforms, where content was designed to be permanent.
Snapchat also introduced other unique features, such as Stories (a 24-hour timeline of photos and videos), Lenses (augmented reality filters), and Discover (a platform for branded content and news). These features helped differentiate Snapchat and attract a younger demographic that valued privacy and spontaneity.
Snapchat prioritized user engagement by constantly introducing new and playful features that kept the platform fresh and exciting. The app’s interface encouraged users to interact with friends more personally and creatively, fostering a strong sense of community and belonging.
The introduction of Snapstreaks, which tracked how many consecutive days two users communicated, further boosted user retention and engagement.
To address the challenge of monetization, Snapchat developed innovative advertising solutions that were integrated seamlessly into the user experience. The company introduced Snap Ads, full-screen vertical video ads between Stories, Sponsored Lenses, and Geofilters, allowing brands to create interactive user experiences.
Snapchat also leveraged its Discover platform to partner with media companies and offer premium content, generating additional revenue streams. These strategies allowed Snapchat to monetize its user base effectively while maintaining its core appeal.
Snapchat used a strategic approach to innovation, user engagement, and monetization. This paid off, making Snapchat one of the most popular social media platforms among younger audiences.
By 2023, Snapchat had over 375 million daily active users.
The majority of its user base comprises millennials and Gen Z, who are often elusive for other platforms to capture. Snapchat successfully turned its unique approach to content sharing into a lucrative business.
The company’s innovative advertising solutions and partnerships with brands and media outlets allowed it to generate substantial revenue. This helped to achieve profitability after several years of operating at a loss.
As of 2023, Snapchat’s parent company, Snap Inc., had a market capitalization of over $15 billion.
Features like AR Lenses and Snap Maps kept existing users engaged and attracted new ones, helping Snapchat maintain its competitive edge.
Despite the challenges posed by larger competitors, Snapchat has carved out a distinct niche in the social media landscape.
- Innovation in user experience can set a platform apart in a crowded market, especially by offering unique features that address specific user needs.
- Focusing on user engagement and updating the platform can help maintain a loyal user base.
- Creative monetization strategies that align with the platform’s core values can drive revenue without alienating users.
- Staying ahead of competitors through constant innovation is essential in fast-moving industries like social media.
- Understanding and targeting a specific demographic can lead to strong brand loyalty and long-term success.
Small business case study examples are about illustrating the transformative impact your business can have. These case studies not only showcase your expertise but also build trust and inspire action.
Let these examples guide you as you develop your case studies. Turn your client successes into compelling narratives that set you apart in the marketplace.
By following these small business case study examples, you can create compelling narratives that resonate with your target audience. Use SocialBu’s analytics to track the performance of your case study campaign and identify areas for improvement.
How do you write a case study for a small business?
What is a case study in business example, what are good examples of case studies, how do you write a business case for a study.
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Home › Blog › Audience Ops Case Studies › Marketing Case Study Examples
Marketing Case Study Examples
Sara robinson.
If your business is going to invest the time and resources into creating case studies, you want them to be done well.
Before you even start, it’s important to have a sense of how and where you’ll be using the case studies so that you know what to create and in what format. Know your audience, and understand what will appeal to them before you get started.
There are two general types of case studies that are used to help market your business and use in your sales efforts: written and video.
General Types of Case Studies
Case studies are often written and/or video. At Audience Ops, we’re partial to video case studies, supported by a written case study. Want more info about what a marketing case study is? Check out this post before diving into the examples).
1. Written Case Studies
Written case studies are just as they sound: the client or customer’s story is shared through writing, typically in a narrative/story-driven format or a more standard business format of background, challenges/opportunity, strategy and execution, results and client feedback. Before you get started, it’s ideal to know what your final deliverables will be.
Which written case study type should you choose? Go with what fits the voice and tone for your company and brand. You don’t want a case study that is too casual when your prospective customers will expect formality and if your brand is fun and edgy, then a traditional format just won’t do. We’ve got more depth on written case studies here .
2. Video Case Studies
Video case studies: these are not your typical 30-60 second video testimonials where someone gives a quote about your brand or product. Instead, these are visually designed stories, similar to what you’d find in a written case study. But instead of writing, you hear the person’s story and experience. We detailed video case studies in this article .
Audience Ops has case study video producers who bring the client’s story to life with titles, highlighting of metrics and data, and adding in b-roll of your tool, product, or other video that will enhance the story. Our standard is a 3-4 minute video but can make these shorter or longer as needed.
Case Study Examples
Every company’s case study will look a bit different from the others, but you can use these examples to help inspire you and to share with stakeholders if you’re in need of getting the go-ahead to work on case studies for your company. (And remember that sometimes outsourcing the whole process leads to a stronger result and saves you time).
Written Case Study Examples
The following written examples were all prepared by the Audience Ops team :
Narrative Written Case Study Examples
Narrative case studies are a story-driven format. They often use interview techniques and direct quotes to drive the heart of the story. You can read more about how to format a case study in addition to seeing the examples.
- Neuralli – Personal stories in the health and wellness sphere can be particularly impactful as a narrative case study. In this example , the case study subject shares some very personal details about her journey which are very relatable to others who have had similar experiences.
Mothership – This written case study example for Mothership paints a picture of the situation the client faced while setting up Mothership as the ideal solution. This narrative style includes more additional detail about the client in the story than a traditional written case study typically has.
Traditional Written Case Study Examples
Traditional written case studies tend to follow more of a “problem, strategy, results” format. They may or may not include first-person quotes from an interviewee – many are completely written in third-person.
- Designed.Co – This example does have some first-person quotes from the case study subject. It’s a more traditional format in the sense that it is laid out as “problem, solution, results.”
- Timing – This case study follows a “who, problem, solution, results” format. It leans heavily on first-person quotes while maintaining a traditional format.
Video Case Study Examples
Video case studies can be used on several different platforms, including websites and social media. Here are some examples created by the Audience Ops team:
![case study sales examples](https://audienceops.com/content/uploads/2023/10/Screen-Shot-2023-10-25-at-1.59.41-PM.jpg)
Video Case Study Examples on Websites
- Dockwa – This case study is effectively displayed at the top of the page alongside some key data to help entice people to play the video.
- Mothership – This Yard Mastery video case study is displayed above the written case study.
Video Case Study Examples on YouTube
- Timing for Mac has their case study with Toast Design on YouTube. Their description includes links where people can learn more and keywords that people can find them with.
- Images are worth a thousand words and Swift is a tool that deals with plantar warts. The video case study we created includes before and after image as well as broll of the tool in use. The client loved this video case study, but if you’re not into feet, you may not want to click through (or stop watching at about 1:03).
Designed Case Study Landing Page Examples
When you have more than one case study complete, having a landing page or section on your website dedicated to these is helpful. That way you can send prospective customers this link. In time, as your library grows, you can organize them by use-case or type of client, making it even easier for potential buyers to see themselves using your solution or service.
Here’s an example from Mothership .
![case study sales examples](https://audienceops.com/content/uploads/2023/10/Screen-Shot-2023-10-25-at-2.00.29-PM.jpg)
Here’s ours– and notice how we slip in testimonials right below!
![case study sales examples](https://audienceops.com/content/uploads/2023/10/Screen-Shot-2023-10-25-at-2.05.15-PM.jpg)
Repurposed Case Study Assets
In addition to the long-form case studies you create, you also want to think about repurposing those into other assets. These can be used in numerous ways and expand on the impact of your investment. Here are some of our favorite ways to repurpose case studies and examples.
Image carousel:
- Once you have information about a client or business, you can present that information visually. Image carousels do well on sites like LinkedIn and can be shared by the brand and team members from your company. Check out this image carousel we created for Delegated:
Social clips
- Take the longer video and edit it down into powerful sound bites. Be sure to add in captions because many people don’t have their volume up when they’re scrolling. Videos help people stop their scroll because they’re attention-grabbing. Even if the whole clip isn’t viewed, you’re building brand-awareness. Our clients at ARPU and Delegated both chose to create social clips from their longer case study. You can use these for organic and/or paid social.
Supercut Video Case Studies
- Once you have several case study videos complete, you can do what we call a “Supercut.” You choose clips from each case study and weave together to make another video that highlights why multiple people are fans of your company. You can organize these videos around value propositions, use cases, or get creative and use all of the fantastic content you’ve created. Create these as 2-3 minute videos and shorter social media posts for the biggest impact. Delegated asked us to create several supercuts designed as social clips. This one highlights the benefits of working with a VA. Similarly, ARPU wanted supercuts developed around specific value props of the app.
Charts and graphs or infographics
- If you’ve already created graphics as part of your written or designed case study, those may be able to be used as stand-alones for social media posts or callouts in a newsletter. You may want to do some additional design to give more context to the graph or data, but visuals of data, graphs and infographics tend to do well for both sales and marketing.
![case study sales examples](https://audienceops.com/wp-content/uploads/2023/10/Screen-Shot-2023-10-27-at-9.56.15-AM-264x300.png)
Designed Written Case Study Examples
These are a nice complement to the longer written case studies. These can be used as sales assets by sharing with prospective customers, as marketing assets for paid ads, or for PR purposes. This can also be a great option for a more narrative case study: You can make it more formal to share with stakeholders or investors, while your customers are interested in the more casual version. Delegated asked us to create a single page document and a longer version so that both sales and marketing would have what they need.
![case study sales examples](https://audienceops.com/wp-content/uploads/2023/10/Delegated-Case-Study-1-pager-2-232x300.png)
Final Thoughts
The power of case studies is in how you use them. Writing a case study or producing a video is a good first step. But if those merely sit on a webpage, you’re missing out. Take the time to develop your case study into multiple assets, using these case study examples as a guide. And, once you’ve created these assets, be sure to have them easily accessible to team members who will need them. That way, your sales team can easily add content to their emails: use-cases specific to their prospects or data that they’d find appealing. Your marketing team will be able to have content to use for social media posts and your PR team or agency will have content at the ready if there’s an opportunity for some media exposure. If you don’t have the internal team or bandwidth to make case studies happen, please reach out. Audience Ops helps to create written and video case studies and multiple assets from the long-form content. We’ll work with you to develop what your team needs while taking care of your customer throughout the process.
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10 best b2b case study examples for your sales and marketing team .
Case studies build a perfect, not to say persuasive narrative that features real-world experiences of a product or any marketing or sales endeavour by a company. Apart from demonstrating the value of the product, some case studies help you draw some marketing and sales lessons from real-time experiences.
Table of Contents
What is the real purpose of case studies?
- For one, it makes your product stand out amid the competition.
- You can look at other case studies and try to emulate their marketing or sales technique.
That’s why we put together various B2B Case Study Examples For Your Sales And Marketing Team. Have a close look and see different styles of marketing and get inspired.
Top 10 Case Study Examples For Your Sales And Marketing Team
1. salesforce – content marketing .
CRM (Customer Relationship Management) is the noisiest channel on the web, probably in a good way. However, one cannot refute that the competition is rampant. Now, amid this competition, Sales Force has emerged as one of the world’s largest vendor of CRM applications.
![case study sales examples Saleforce case study](https://aeroleads.com/blog/wp-content/uploads/2018/10/Saleforce-UK-screenshot.png)
That said, even the Salesforce had some issues maintaining steady traffic and customer base to their channel. Salesforce decided to change their content marketing strategy to achieve business growth in search and paid traffic in the UK.
Thus, they deployed their content marketing campaign to entertain and engage their target audience in the UK to achieve growth in the region.
How did Sales Force go about making their content marketing strategy a success? They leveraged and thrived using these methods and strategies:
- Video on sales and marketing which was highly entertaining and fun.
- World’s first stop-motion slide share.
- A presentation to showcase a customer success story.
As a result of this campaign, their website witnessed a dramatic rise in their audience base from the UK region. They enjoyed 80% increase in web traffic, over 10000 downloads of their customized ebook, approximately 6500 email-newsletter signups and a staggering 2500% rise in traffic from social media sites.
2. HubSpot – leveraging inclusivity
HubSpot is now a pillar in their domain, which is actually every organisation’s dream. To not just become a part of the horde, but someone who is seen as a benchmark for everything in the industry. And that is HubSpot for you.
One way to achieve this goal is by leveraging the power of inclusivity. That is, by playing a host.
This is how HubSpot – an Inbound marketing and sales software provider – made its name in the industry. They lent their name as a partner to various organisation and digital marketing and e-commerce related events.
From a social media camp in British Columbia and a UX conference in Cape Town to partner events in Leeds, Milan and Tel Aviv, HubSpot left no stone unturned by being featured and partnering in various events globally. However, it is a given that to make their brand a focal point they had to shell out a huge chunk of the budget.
![case study sales examples hubspot-event case study](https://aeroleads.com/blog/wp-content/uploads/2018/10/hubspot-event.jpeg)
That said, even if you lack a huge budget, you can still partner or play host to events that do not require heavy budget and start by inviting people in our region.
Inclusivity paid off
Some of the events offered by HubSpot and its partners carry a ticket price – but most of these are priced very reasonably, and others are free.
By making their events affordable and free to everyone in their business community, they established themselves as a focal point in the industry.
3. Google AdWords – high-value giveaway
If you are a salesperson or a marketer, you have probably come across this high-value, but low-cost give-away by Google. This is an ad offering you £75 free ad credit when you sign up to Google AdWords. However, if have not been offered this giveaway then chances are that you probably had AdWords already.
![case study sales examples Google-voucher marketing](https://aeroleads.com/blog/wp-content/uploads/2018/10/Google-voucher.png)
The fact that this £75 ad credit voucher campaign has been around for years is not a hidden fact. And they keep attracting customers and sign-ups owing to this campaign, even to this day.
Why is this campaign such a massive hit?
- Generosity – £75 free credit! Doesn’t that sound generous? And you only have to pay £ 25 to avail this package. This makes it, 300% extra value when compared to just spending £ 25. Of course, Google can afford to be this generous. Plus, they eventually incur more than they are giving away. Customers who sign-up for this program, end up purchasing services like pay-per-click accounts.
4. Social Chain – engaging social media followers
Social Chain is a meme factory that has carved its niche and risen to become one of the biggest B2B brands in social marketing within a few years of starting out. They offered their clients the opportunity to appear on immensely popular channels like Love Food (Instagram, 6.8m followers), BeFitMotivation (Twitter, 1.78m followers) and Hogwarts Logic (561,000k followers).
Apart from this, this plot of digital marketing strategy turned Social Chain’s founder, Steve Bartlett, into a prominent influencer. However, becoming a social influencer, in turn, worked out in favour of his brand.
![case study sales examples social chain case study](https://aeroleads.com/blog/wp-content/uploads/2018/10/socal-e1535025076902.png)
How did their brand acquire so many followers?
- Becoming an influencer – People genuinely look up to influencers, sometimes even more than the A-list celebrities. For one, they are more relatable and secondly, they are easily approachable.
- Regularly engaging your audience – Consistency is the key! Steve Bartlett’s vlogs go out every evening at 8 o’clock sharp, providing a regular fixture for his audience. This way, his audience knows beforehand when the next vlog is going to come up, thus they wait for it turning this consumption into a habit. This, in turn, also gave rise to loyalty in their audience.
- Humour & Wit paid off – You cannot bind your audience with straight-laced and bland content. That’s a fact. Thus, the best way to go about it is by taking a more multifaceted approach. That’s what Steve Bartlett of Social Chain did. He combined honest advice with lighter and more colourful moments. This gave a much-needed character to his content, hence the success and legions of followers.
5. AeroLeads – when a soft-launch made them acquire IBM as a paying customer
By the time AeroLeads got IBM as their paying customer , they already had a couple of other Fortune 500 companies as their signups. Before going all the way, Aeroleads sought feedback and validation by launching a beta version. This resulted in proving their mettle in the market and they got umpteen reviews, some suggesting changes and some reviews served as validation.
First of all, for AeroLeads it was an Inbound Inquiry. Though they indulged in email marketing, they still avoided sending emails to bigger companies because of their complex hierarchy. It is decidedly a bit difficult to reach the right person not to mention, they already have a set of tools and process in use.
It was the salespeople of IBM who found AeroLeads through Google while searching for prospecting software and lead generation software as they rank for such keywords.
How did AeroLeads get IBM, Their First Fortune 500 Client?
![case study sales examples IBM- case study](https://aeroleads.com/blog/wp-content/uploads/2018/10/IBM-AeroLeads.jpg)
The key is not to go out and mail big companies. Instead, focus on startups and build your company strength by strength by seeking validation. That’s how AeroLeads acquired IBM without even pitching their product.
6. Scripted – consistent blogging & producing podcasts
Scripted operates a marketplace of writers, who could help businesses with content creation. They are basically a virtual platform to connect writers who have the skills to write in different niches to the businesses who require freelance writers. Scripted wanted to offer differentiated services. They contended that scripted was not just a marketplace but offered the best subject-specific writers.
Using their content marketing strategy, which entailed consistent blogging and churning out informative and helpful podcasts, they witnesses that 46% of their visitors went to the next stage of their signup process. Plus, their bounce rate was 3 times lower than other sources.
![case study sales examples scripted case study](https://aeroleads.com/blog/wp-content/uploads/2018/10/Scripted-screenshot.png)
What methods did they use and how they executed their campaign to enjoy such a massive success?
- In the initial stage, Scripted created engaging and informative blogs that generated massive traffic to their website. Plus, they created podcasts to explain the common problems faced by those looking for content writers. They gave strong emphasis to customer feedback and actually improved and fine-tuned their content in accordance with the feedback.
- Now, in the middle stage, they asked their visitors to sign-up for their email newsletters, white-papers and asked them to participate in webinars. The idea was to guide users on the specific solution they needed and how they could go about it.
- Now, in their final stage, Scripted leveraged vase studies to show their customers different content requirement and how they boost the sales and visibility of a business. Apart from case studies, customers were also familiarized with offers by Scripted and how each of its services fulfilled specific needs.
7. JMF International Trade Group – LinkedIn Marketing
JMF International Trade Group is a business consultancy and contract manufacturer run by James Filbird. What they did was something that seems so ordinary, but most of us don’t do it. The company used LinkedIn, the most populated professional social media platform on the Internet today, to generate revenue. And today, the founder claims that the credit of building a company that accounts for $5,000,000 in revenue largely goes to LinkedIn.
What did the JMF International Trade Group to generate massive revenue?
- For starters, the company always kept its profile up-to-date without ever slacking.
- Then, they joined 50 LinkedIn groups in their niche and consistently engaged with the audience.
- Filtered group digests and constantly connected with the relevant and targeted audience in their group.
- From there, they moved the conversation offline, mostly through Skype
- Constantly re-evaluated their groups and contacts.
8. AXWAY – Leveraged LinkedIn Ads
![case study sales examples AXWAY case study](https://aeroleads.com/blog/wp-content/uploads/2018/10/AXWAY.png)
AXWAY is a software service that manages, runs, secures, and monitors all your business interactions – emails, files, messages, services, events, and processes.
At first, AXWAY leveraged Google Adwords which was working fairly well for them. However, according to the company, they saw better potential in LinkedIn Ads. First and foremost, the competition with Google Ads is fierce, not to say the cost was also not incurring appropriate results, at least, not as much as it should have.
Thus AXWAY used LinkedIn Ads to specifically target job titles, their niche industries and productive leads in their domain. They tested over 30 ads with custom landing pages. As a result, their LinkedIn ad campaigns generated more than 25% conversion rate with the lowest cost per conversion ever achieved.
9. DELL – Using Social Media Outreach
DELL directly went where their customers are, that is on social media channels. Rather than expecting their customers to come to them, DELL offered technical support directly through their social media pages by responding to customer concerns and building business digitally.
They launched a social media campaign going by the name @DellCares, a program that used social media platforms and online communities to address their customer concerns & questions. They also replied directly to customers through tweets and other response methods.
According to Amy Marquez Bivin, Social Media Outreach Manager, “ 98 per cent of customer issues responded to through @DellCares are resolved without customers needing to work with an agent and 85 per cent of social-media-assisted customers with negative initial opinions of Dell reported a positive opinion following the support experience.”
This program articulated that the company cares about their customers, hence as a result, the program is also generating an average of $265,000 in additional weekly revenue.
10. Lloyd’s Register – articulated dangerous implications using virtual reality
Lloyd’s Register Group Limited is a technical and business services organisation and a maritime classification society, wholly owned by the Lloyd’s Register Foundation, a UK charity dedicated to research and education in science and engineering.
The company witnesses huge revenue deterioration when the gas prices started to fell, which resulted in many of their clients beginning to withdraw their decreasing budgets from the company’s training services. Now, it was up to the marketing team at Lloyd Register to present their company in a more valuable light and demonstrating why it was crucial that clients dedicate some part of their budget to Lloyd Register’s training.
![case study sales examples Lloyd Register case study](https://aeroleads.com/blog/wp-content/uploads/2018/10/Lloyd-Register.png)
So, how did the company succeed in convincing people to avail Lloyd Register’s training?
They simply tried to present the Health and safety sector, otherwise considered to be boring, into an interesting light by introducing and integrating it with virtual reality (VR). They demonstrated the real-life accidents using real-life examples using the exceptional experience of virtual reality (VR). It was actually a very different approach than the usual blog posts and videos.
The VR simulator aimed to inform rather than scare prospects into business, and mindful of the project’s sensitivity, the marketing team used crash test dummies in place of victims.
According to Luis De La Fuente, head of training, Lloyd’s Register Houston, “ Due to the downturn in the oil and gas sector, we’d been looking at ways in which we could drive interest in our training portfolio in a rapid and effective way. What we’ve done with the LR training simulator is illustrate to the industry that we’re using the latest technology to help keep safety training engagement at a level we just haven’t seen before.”
What were the benefits of this new approach of conflating Lloyd Register’s training program with Virtual Reality?
It seems that the majority of their prospects were impressed by this new approach. So much so, that it created a 23% increase in bookings, which kick-started a number of one-day workshops, won three key accounts, and garnered considerable press attention.
Summing it all up
So, this was it! One thing that all these case studies have in common is – engagement and connecting with your audience. There’s another similarity between all these case studies – that is, you have to adopt the practices that are best suited for your audience, thus, whatever you start or produce, do it with your targeted audience in mind.
Whether it is launching an ad campaign or carrying our content marketing or launching a free beta product, the social point in all this is your audience.
Furthermore, these case studies not only tell you success stories but also provide for great user experience. You can also write down your case studies to attract customers as well as to inspire your rivals and contemporaries.
Did you find one relevant to your business? Which one of them are you most likely to emulate for your own B2B campaign?
Related posts:
- Startup Story: How We Got 5000+ B2B Users in One Year
- 10 Tips To Create Ideal Customer Profile For B2B Startups
- Top 7 LinkedIn Tools To Boost Your B2B Sales
- LinkedIn Marketing: 20 Ways To Use LinkedIn To Grow Your Business
Tags b2b Case studies Case study example Marketere marketing Marketing case study Sales sales example sales guide
About Deepti Jain
Deepti is a senior content writer with AeroLeads. She spends a lot of time brainstorming ideas and writing marketing and sales content. She also has a knack for writing and reading about politics and prevalent social issues and regularly pens letters to the Editor of The Hindu newspaper. When she is not working, you’ll find her socializing with friends or binge-watching Netflix. (And devouring sushi).
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Brent Barnhart | B2B Content Writer
7 Superb SaaS Case Study Examples (and Why They’re So Effective)
![case study sales examples saas case study example hero image](https://brentwrites.com/wp-content/uploads/2020/12/SaaS-Case-Study-Hero-Image-1024x851.png)
It’s no secret that the SaaS space is crowded.
Heck, the average business is juggling hundreds of apps at any given time.
And so anything software companies can do to prove their value is a plus.
That’s why SaaS case studies are so important.
Fact: case studies are cited as the most effective type of content for influencing B2B buying decisions. Case studies are crucial for not only helping SaaS companies stand out from the crowd but also answer their potential customers’ most pressing questions.
Want to see what compelling customer stories look like in the wild? Check out the seven SaaS case study examples below.
![case study sales examples gong case study example](https://brentwrites.com/wp-content/uploads/2020/12/Gong.png)
“What does this case study do well?”
- Immediately highlights the client’s key challenge and how Gong’s product managed to solve it. The specific, positive outcomes (“more closed deals,” “increased sales productivity” and “more cross-department collaboration”) speak for themselves.
- The format is scannable and flows seamlessly, broken up by colorful visuals, client quotes and a product screenshot.
- The case study reads like an actual narrative, brimming with conversational copy and client quotes to keep the report from feeling too “matter of fact.”
Much like SaaS blog writing doesn’t have to be boring, case studies shouldn’t be a total snooze-fest. This report proves exactly that.
![case study sales examples zylo saas case study](https://brentwrites.com/wp-content/uploads/2020/12/Zylo-1024x386.png)
- Incorporates a brief video to summarize the study’s key points and provide real-world context to the client’s challenges. This is especially important for more “technical” or complicated SaaS products.
- It’s brief! In addition to the provided video, the tried-and-tested “Challenge, Solution, Results” format helps keep this study short and sweet.
- The study’s headline is compelling. From its title alone, the study highlights how a specific feature (Zylo’s SaaS renewal calendar) addressed a specific pain point (unwanted auto-renewals) and resulted in a major benefit ($50,000+ saved) for the client.
Clocking in at under 500 words, this is among the shortest of our SaaS study examples. That said, the study’s brevity is one of its key strengths.
![case study sales examples heap case study](https://brentwrites.com/wp-content/uploads/2020/12/Heap-1024x683.png)
- The study’s format gives you pretty much everything you need above-the-fold, including the client’s results and a well-produced video.
- Highlights impressive data points and outcomes immediately (“5xd conversion” and “90% retention rate”).
- Includes quotes from multiple employees to showcase how Heap’s service helps clients organization-wide (rather than just a single department).
![case study sales examples databox case study example](https://brentwrites.com/wp-content/uploads/2020/12/Databox-1024x393.png)
- The case study’s title is striking, putting a massively positive client outcome (saving 40 hours per week) front-and-center.
- It feels human! The fact that the study comes from a back-and-forth client conversation not only humanizes Databox as a brand but also makes their product seem more tangible.
- The study’s unique format (a blog post that provides both a video and transcript) is fair game for prospects whether they prefer to consume content via viewing or reading. This likewise highlights how you might integrate case studies into your SaaS content strategy.
5. FunnelCake
![case study sales examples funnelcake case study example](https://brentwrites.com/wp-content/uploads/2020/12/getfunnelcake.png)
- The study’s headline does double-duty of showcasing awesome results (1.5x conversion rates) and how quickly those results came (“Within a quarter of launching”).
- Provides multiple hard-hitting client quotes to drive home the product’s effectiveness (“finding value in the first week”).
- Couples its bold claims with specific data points (“100% adoption in the first 30 days”).
6. Chili Piper
![case study sales examples chili piper case study example](https://brentwrites.com/wp-content/uploads/2020/12/chili-piper.png)
- Major outcomes are highlighted throughout the case study (including a “5x increase in inbound meeting booked” and the “300% revenue increase” referenced in the title).
- The study uses the numbers above to hook the reader and then provide a brief breakdown of how those results came to be, moving us from Point A to Point B.
- Candid client video and quotes provide additional context and a personal touch to Chili Piper’s product.
7. Typeform
![case study sales examples typeform case study example](https://brentwrites.com/wp-content/uploads/2020/12/typeform.png)
- The study is presented as a hybrid between a customer success story and a how-to blog post for new users and existing clients. Again, case studies are a valuable part of your SaaS content marketing strategy.
- Incorporates actual client screenshots and highlights the specific steps to replicate their positive results, making Typeform’s product seem super actionable.
- Integrates glowing quotes from the client to showcase benefits.
“What do the best SaaS case study examples have in common?”
As proven by the examples above, there is no “right” or singular way to put together a SaaS case study.
That said, there are a few common threads between the reports above that companies should strive to stick to.
If you’re trying to figure out how to write a SaaS case study yourself, keep the principles below in mind.
Grab readers’ attention with specific numbers, figures and data points
Sure, phrases like “increased revenue” or “saved time” are enticing.
But coupling those phrases with actual numbers can help your case study pack a much-needed punch.
For example, “increased revenue” versus “increased MRR by $10,000” or “saved time” versus “saved 15 hours per week.”
See how that works? Using actual client numbers does double duty of grabbing your target audience’s attention while also proving to prospects that your service produces meaningful results.
Integrate visuals to illustrate your points and keep readers engaged
Fact: recent visual content statistics note that both videos and graphics help push people toward making purchasing decisions.
It’s telling that five of our seven SaaS case study examples include video, right?
From stylized quotes to product screenshots and client headshots, it’s crucial that your reports are more than just walls of text. Written case studies can definitely be effective, granted you stick to the principle of “show, don’t tell.”
Let your clients do the talking
Again, most SaaS case studies are basically client stories.
So don’t be shy about letting your clients sing your praises. You’d be surprised at what gems of social proof they’ll say totally unprompted.
The correlation between customer testimonials and higher conversions is well-documented. Note that many of the SaaS case study examples below draw heavily on direct client quotes or interview segments.
If nothing else, making your case studies client-centric makes sense and likewise means less work on your part.
Make your case study shareable
Fact: the typical B2B buying process involves between six and ten people.
And so anything you can do to make your case study shareable to multiple stakeholders is a smart move.
This again speaks to why so many SaaS case studies incorporate video or are formatted as succinct, scroll-friendly PDFs.
Beyond that, conversational language and a summary of key points can also make a report more shareable. In short, your case study should be accessible even to people who don’t have a deep knowledge of your product.
Which SaaS case study examples stand out to you?
SaaS providers have a ton of freedom when it comes to how they put together their case studies.
Want to keep it brief? Looking to take a deep dive into your product and its specific features? Go for it.
Hopefully these examples and best practices provided some insight into what makes a “good” case study in the software space.
Got any other SaaS case study examples I should totally check out? Let me know on Twitter , comment below or shoot me an email .
This post was last updated on 1/5/2021.
January 6, 2021 at 8:26 am
Great piece for me as a marketing analyst who is looking to learn more about the SaaS industry
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Writing A Case Study
Case Study Examples
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Brilliant Case Study Examples and Templates For Your Help
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A Complete Case Study Writing Guide With Examples
Simple Case Study Format for Students to Follow
Understand the Types of Case Study Here
It’s no surprise that writing a case study is one of the most challenging academic tasks for students. You’re definitely not alone here!
Most people don't realize that there are specific guidelines to follow when writing a case study. If you don't know where to start, it's easy to get overwhelmed and give up before you even begin.
Don't worry! Let us help you out!
We've collected over 25 free case study examples with solutions just for you. These samples with solutions will help you win over your panel and score high marks on your case studies.
So, what are you waiting for? Let's dive in and learn the secrets to writing a successful case study.
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- 1. An Overview of Case Studies
- 2. Case Study Examples for Students
- 3. Business Case Study Examples
- 4. Medical Case Study Examples
- 5. Psychology Case Study Examples
- 6. Sales Case Study Examples
- 7. Interview Case Study Examples
- 8. Marketing Case Study Examples
- 9. Tips to Write a Good Case Study
An Overview of Case Studies
A case study is a research method used to study a particular individual, group, or situation in depth. It involves analyzing and interpreting data from a variety of sources to gain insight into the subject being studied.
Case studies are often used in psychology, business, and education to explore complicated problems and find solutions. They usually have detailed descriptions of the subject, background info, and an analysis of the main issues.
The goal of a case study is to provide a comprehensive understanding of the subject. Typically, case studies can be divided into three parts, challenges, solutions, and results.
Here is a case study sample PDF so you can have a clearer understanding of what a case study actually is:
Case Study Sample PDF
How to Write a Case Study Examples
Learn how to write a case study with the help of our comprehensive case study guide.
Case Study Examples for Students
Quite often, students are asked to present case studies in their academic journeys. The reason instructors assign case studies is for students to sharpen their critical analysis skills, understand how companies make profits, etc.
Below are some case study examples in research, suitable for students:
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Case Study Example in Software Engineering
Qualitative Research Case Study Sample
Software Quality Assurance Case Study
Social Work Case Study Example
Ethical Case Study
Case Study Example PDF
These examples can guide you on how to structure and format your own case studies.
Struggling with formatting your case study? Check this case study format guide and perfect your document’s structure today.
Business Case Study Examples
A business case study examines a business’s specific challenge or goal and how it should be solved. Business case studies usually focus on several details related to the initial challenge and proposed solution.
To help you out, here are some samples so you can create case studies that are related to businesses:
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Here are some more business case study examples:
Business Case Studies PDF
Business Case Studies Example
Typically, a business case study discovers one of your customer's stories and how you solved a problem for them. It allows your prospects to see how your solutions address their needs.
Medical Case Study Examples
Medical case studies are an essential part of medical education. They help students to understand how to diagnose and treat patients.
Here are some medical case study examples to help you.
Medical Case Study Example
Nursing Case Study Example
Want to understand the various types of case studies? Check out our types of case study blog to select the perfect type.
Psychology Case Study Examples
Case studies are a great way of investigating individuals with psychological abnormalities. This is why it is a very common assignment in psychology courses.
By examining all the aspects of your subject’s life, you discover the possible causes of exhibiting such behavior.
For your help, here are some interesting psychology case study examples:
Psychology Case Study Example
Mental Health Case Study Example
Sales Case Study Examples
Case studies are important tools for sales teams’ performance improvement. By examining sales successes, teams can gain insights into effective strategies and create action plans to employ similar tactics.
By researching case studies of successful sales campaigns, sales teams can more accurately identify challenges and develop solutions.
Sales Case Study Example
Interview Case Study Examples
Interview case studies provide businesses with invaluable information. This data allows them to make informed decisions related to certain markets or subjects.
Interview Case Study Example
Marketing Case Study Examples
Marketing case studies are real-life stories that showcase how a business solves a problem. They typically discuss how a business achieves a goal using a specific marketing strategy or tactic.
They typically describe a challenge faced by a business, the solution implemented, and the results achieved.
This is a short sample marketing case study for you to get an idea of what an actual marketing case study looks like.
: ABC Solutions, a leading provider of tech products and services.
Engaging and informative content highlighting products and services. Incorporating real-world examples to showcase the impact of ABC Solutions. Utilizing analytics to refine content strategies. Aligning content with customer needs and pain points. Content marketing efforts led to a significant boost in brand visibility. Compelling narratives highlighting how products and services transformed businesses.
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Here are some more popular marketing studies that show how companies use case studies as a means of marketing and promotion:
“Chevrolet Discover the Unexpected” by Carol H. Williams
This case study explores Chevrolet's “ DTU Journalism Fellows ” program. The case study uses the initials “DTU” to generate interest and encourage readers to learn more.
Multiple types of media, such as images and videos, are used to explain the challenges faced. The case study concludes with an overview of the achievements that were met.
Key points from the case study include:
- Using a well-known brand name in the title can create interest.
- Combining different media types, such as headings, images, and videos, can help engage readers and make the content more memorable.
- Providing a summary of the key achievements at the end of the case study can help readers better understand the project's impact.
“The Met” by Fantasy
“ The Met ” by Fantasy is a fictional redesign of the Metropolitan Museum of Art in New York City, created by the design studio Fantasy. The case study clearly and simply showcases the museum's website redesign.
The Met emphasizes the website’s features and interface by showcasing each section of the interface individually, allowing the readers to concentrate on the significant elements.
For those who prefer text, each feature includes an objective description. The case study also includes a “Contact Us” call-to-action at the bottom of the page, inviting visitors to contact the company.
Key points from this “The Met” include:
- Keeping the case study simple and clean can help readers focus on the most important aspects.
- Presenting the features and solutions with a visual showcase can be more effective than writing a lot of text.
- Including a clear call-to-action at the end of the case study can encourage visitors to contact the company for more information.
“Better Experiences for All” by Herman Miller
Herman Miller's minimalist approach to furniture design translates to their case study, “ Better Experiences for All ”, for a Dubai hospital. The page features a captivating video with closed-captioning and expandable text for accessibility.
The case study presents a wealth of information in a concise format, enabling users to grasp the complexities of the strategy with ease. It concludes with a client testimonial and a list of furniture items purchased from the brand.
Key points from the “Better Experiences” include:
- Make sure your case study is user-friendly by including accessibility features like closed captioning and expandable text.
- Include a list of products that were used in the project to guide potential customers.
“NetApp” by Evisort
Evisort's case study on “ NetApp ” stands out for its informative and compelling approach. The study begins with a client-centric overview of NetApp, strategically directing attention to the client rather than the company or team involved.
The case study incorporates client quotes and explores NetApp’s challenges during COVID-19. Evisort showcases its value as a client partner by showing how its services supported NetApp through difficult times.
- Provide an overview of the company in the client’s words, and put focus on the customer.
- Highlight how your services can help clients during challenging times.
- Make your case study accessible by providing it in various formats.
“Red Sox Season Campaign,” by CTP Boston
The “ Red Sox Season Campaign ” showcases a perfect blend of different media, such as video, text, and images. Upon visiting the page, the video plays automatically, there are videos of Red Sox players, their images, and print ads that can be enlarged with a click.
The page features an intuitive design and invites viewers to appreciate CTP's well-rounded campaign for Boston's beloved baseball team. There’s also a CTA that prompts viewers to learn how CTP can create a similar campaign for their brand.
Some key points to take away from the “Red Sox Season Campaign”:
- Including a variety of media such as video, images, and text can make your case study more engaging and compelling.
- Include a call-to-action at the end of your study that encourages viewers to take the next step towards becoming a customer or prospect.
“Airbnb + Zendesk” by Zendesk
The case study by Zendesk, titled “ Airbnb + Zendesk : Building a powerful solution together,” showcases a true partnership between Airbnb and Zendesk.
The article begins with an intriguing opening statement, “Halfway around the globe is a place to stay with your name on it. At least for a weekend,” and uses stunning images of beautiful Airbnb locations to captivate readers.
Instead of solely highlighting Zendesk's product, the case study is crafted to tell a good story and highlight Airbnb's service in detail. This strategy makes the case study more authentic and relatable.
Some key points to take away from this case study are:
- Use client's offerings' images rather than just screenshots of your own product or service.
- To begin the case study, it is recommended to include a distinct CTA. For instance, Zendesk presents two alternatives, namely to initiate a trial or seek a solution.
“Influencer Marketing” by Trend and WarbyParker
The case study "Influencer Marketing" by Trend and Warby Parker highlights the potential of influencer content marketing, even when working with a limited budget.
The “Wearing Warby” campaign involved influencers wearing Warby Parker glasses during their daily activities, providing a glimpse of the brand's products in use.
This strategy enhanced the brand's relatability with influencers' followers. While not detailing specific tactics, the case study effectively illustrates the impact of third-person case studies in showcasing campaign results.
Key points to take away from this case study are:
- Influencer marketing can be effective even with a limited budget.
- Showcasing products being used in everyday life can make a brand more approachable and relatable.
- Third-person case studies can be useful in highlighting the success of a campaign.
Marketing Case Study Template
Marketing Case Study Example
Now that you have read multiple case study examples, hop on to our tips.
Tips to Write a Good Case Study
Here are some note-worthy tips to craft a winning case study
- Define the purpose of the case study This will help you to focus on the most important aspects of the case. The case study objective helps to ensure that your finished product is concise and to the point.
- Choose a real-life example. One of the best ways to write a successful case study is to choose a real-life example. This will give your readers a chance to see how the concepts apply in a real-world setting.
- Keep it brief. This means that you should only include information that is directly relevant to your topic and avoid adding unnecessary details.
- Use strong evidence. To make your case study convincing, you will need to use strong evidence. This can include statistics, data from research studies, or quotes from experts in the field.
- Edit and proofread your work. Before you submit your case study, be sure to edit and proofread your work carefully. This will help to ensure that there are no errors and that your paper is clear and concise.
There you go!
We’re sure that now you have secrets to writing a great case study at your fingertips! This blog teaches the key guidelines of various case studies with samples. So grab your pen and start crafting a winning case study right away!
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- 10 Examples of Businesses using CRM to Boost Sales Efficiency
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“The world’s most valuable resource is no longer oil, but data.”
– the Economist.
And an intelligent CRM as valuable to use this data creatively and conquer your customers’ hearts.
Research indicates that 80% of customers are more likely to purchase your product if personalized. CRM software tracks and analyses customer interactions throughout their relationship with your company. CRMs enable organizations to improve their marketing, sales, and customer service by accumulating data about customers, allowing them to create a personalized customer experience for each individual. The various features and functions of a CRM make it indispensable to growing companies, with 91% of businesses with over 11 employees using CRM. If you are still debating the benefits you can reap using a CRM, here are ten CRM use cases .
CRM use cases: 1. Asher College- CRM for greater student engagement 2. CCDR – CRM for financial services 3. BYJU’S – Using CRM to measure every step of the process 4. Meesho – CRM for better seller management 5. Rohan Builders – CRM to increase property sales 6. Max Life Insurance – A customizable CRM 7. IndiaLends – Using CRM to reduce the chances of human error 8. NestAway – CRM for zero lead leakage 9. Tricoci University – Using CRM for greater process efficiency 10. Practo – CRM use case for call-center efficiency
10 Remarkable CRM Use Cases
1. asher college- crm for greater student engagement .
With locations in Dallas, Las Vegas, and Sacramento, Asher College offers career-focused education in business, medicine, trades, and technology. They’ve concentrated on attaining a single goal: providing students with rigorous and comprehensive training for real-world professions.
Asher previously had an in-house enrollment management system. Yet, it didn’t allow them to reach out to prospects rapidly, prompting the adoption of third-party applications to provide all of the essential features, such as calls, bulk emails, SMS, and lead scoring . All of these roadblocks were preventing admission counselors from having fruitful interactions with potential students.
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Since an enrollment CRM offers several features that involve lead scoring , automated marketing campaigns , detailed reports, and centralized data available for all, it was an apt choice. The advantages of partnering with a single enrollment solution provider rather than several vendors were obvious to Asher’s management team. The admissions team was able to boost speed-to-lead by 12 times. It enabled them to customize communications throughout the student life cycle and track them, resulting in meaningful student engagement from start to finish. Their contact rate went up by 13%, and scheduled campus appointments improved by 5%.
“With a high volume of inquiries, it’s important that our admission counselors prioritize and reach the most engaged ones first. Most inquiries drop off because of late and inconsistent outreach. With LeadSquared, we’ve defined a straight-forward 21- contact strategy on our CRM so that the reps are notified about each touchpoint and reaction from the prospects regularly,” states Kim Gasper, Corporate Director of Admissions, Asher College.
2. CCDR – CRM for financial services
Canadian Customer Debt Relief is Canada’s 4th largest debt counseling organization, with an established track record of over 20 years and government accreditation. CCDR is popular for taking a swift and customer-focused approach to all customer issues. But this got hampered when they started facing internal problems in terms of lead capture and online document collection.
Initially, they were facing the following challenges:
- Lack of data analysis.
- Low email deliverability.
- Inability to track lead activities.
They needed a one-stop solution to streamline the entire debt collection and management process. With LeadSquared, they achieved the following results:
- Multi-channel lead capture for zero-lead leakage,
- Automatic lead distribution, which improved their response rates,
- Complete lead tracking to better understand customer intent, and
- Detailed advisor productivity reports to reward high achievers and help those facing any issues.
Manish from CCDR’s sales and onboarding team stated , “Our team has been looking for a solution like this for a long time. With 60% improvement in production , LeadSquared has helped us better our sales process and manage our leads in a more efficient manner.” The team at CCDR now has a 360-degree customer view which provides instant access to all the required customer information; even the quotation generation turn-around time has reduced multi-folds.
3 . BYJU’S – Using CRM to measure every step of the process
BYJU’S (Think and Learn Pvt Ltd) is one of the top e-learning platforms in the world. They are the first Asian company to receive investment from the Chan-Zuckerberg initiative and have even become a Harvard Business School case study. Their stream of work involves ongoing customer management, and the customer life cycle tends to be high. This is why they started looking for a CRM that could keep track of their historical customer data. Initially, they used a mix of CRM software and Excel sheets. Although this manner of managing leads was challenging, they adopted this mixed model of data tracking as they were apprehensive of implementing a completely new tool.
Their apprehensions came to an end when they found a CRM that fulfilled their expectations in three areas:
- Ease of adoption
- Flexibility
- Speedy implementation
When they implemented LeadSquared, within the first few hours, their team recognized that the tool was much better than the one they used before. LeadSquared is not only used by their sales team but also for order management, recruitment, post, and pre-sales processes. Wherever a process needs to be streamlined, LeadSquared is implemented.
Mrinal Mohit, COO of BYJU’S, states, “The LeadSquared platform is flexible, making the adoption and execution of your existing sales process very simple. We can effectively monitor sales follow-ups and track all offline and online activities. It is a very well thought out application and sometimes will surprise you in terms of the things it can deliver.”
4. Meesho – CRM for better seller management
Vidit Aatrey and Sanjeev Barnwal, two IIT Delhi graduates, founded Meesho , an Indian-origin reseller marketplace, in late 2015. The business is building the next major online distribution network for home-based businesses. Individual resellers may use WhatsApp, Instagram, Facebook, and other social media platforms to promote their items. It empowers the livelihoods of millions who had so far been waiting for a shot at independence and success. As the company began expanding and the team was growing, they realized that they needed a tool to manage their leads.
Their major requirements were:
- A platform to keep suppliers engaged and increasing the ease of onboarding.
- A user-friendly tool that is adaptable.
- A tool that could automate manual processes.
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In their search to support these needs, they discovered a CRM that could help meet these requirements. With LeadSquared, they’ve achieved the following results:
- They have eliminated the manual method of supplier engagement in favor of a more automated approach.
- Information is shared more quickly and efficiently through teams.
- Documents are automatically verified, making the suppliers’ onboarding experience faster.
A representative from Meesho states- “ Where an individual salesperson took around 8-10 mins to fill in the required details of a prospective supplier, with LeadSquared it just takes a minute. We are very pleased to see that the productivity of the team has increased to 70% from an earlier 5-10%. ”
5. Rohan Builders – CRM to increase property sales
Rohan Builders is a real estate firm specializing in construction. They’ve been building apartments since 1993 and now have over 15 million square feet of landmarks across India. CRISIL has consistently ranked them over the past ten years, indicating a high level of service. They are also involved in infrastructure and industrial structure construction. Rohan Builders slowly started facing challenges with their lead management as their business grew.
They faced the following issues:
- Difficulty with tracking leads , as website behavior was untracked, opportunities to cross-sell and up-sell products were lost.
- Lack of website tracking, which gives information into their customer’s intent and helps in understanding their preferences and wants.
To get past these hurdles, they selected a CRM as their sales platform, and they experienced the power of tracking lead activities. When they implemented LeadSquared, they heavily relied on the following features:
- Lead tracking features- to accurately assess the source, intent, and behavior.
- Automation feature- to trigger emails based on the actions of a lead and to initiate quick follow-ups.
- Landing pages tool- to run marketing campaigns on different social media platforms.
Javadd Khan of the marketing team in Rohan Builders states, “Now we know exactly what the lead is doing on our website: such as the floor plan he has seen, or the financial plan they are interested in. Before LeadSquared, we used to close around 12-13 deals per month. Now, we close 20 every month. Our property closures have increased by 54%. “
![case study sales examples](https://www.leadsquared.com/wp-content/uploads/2021/07/rohan-builders-increased-property-sales-ebook.jpg)
6. Max Life Insurance – A customizable CRM
Max Life Insurance is a renowned financial institution with an excellent track record of over 15 years. They provide exceptional investment experience. In addition, the company offers extensive security and long-term savings through its high-quality multi-channel distribution, including agency and third-party distribution partners. For its B2B business, Max Life Insurance required a system to issue and administer community insurance products. They also needed an application to manage renewals in the future, as well as paperless documents. As their organization has grown and multiplied, they began facing problems in certain areas of work, such as:
- Lack of a single and centralized enterprise software.
- Delayed responses.
- Slow quotation generation and communication .
- Difficulty in gauging customer’s requirements .
- Inability to manage quotation versions and track status.
They started looking for ways to handle these use cases and found a CRM capable of doing just that. With LeadSquared they could experience the benefits of:
- Multi-channel lead capture
- Automatic lead distribution
- Pre-set automation to request for quotation
- Automated quotation approval workflow and customizable lead stages.
A Max Life Insurance Representative states, “ LeadSquared has been a great partner, taking the initiative to understand the nuances of our Sales support process, and contributing to the success of Max Life’s overall Digitization journey.”
7. IndiaLends – Using CRM to reduce the chances of human error
IndiaLends is a digital lending marketplace that links customers and small businesses seeking low-interest loans with institutional lenders seeking high-yielding returns. Since 2014, it has been at the forefront of lending, and it continues to set the standard with quick and easy loans. It is based in Gurugram, Haryana, and is available on both web and mobile platforms. Lenders may also benefit from value-added services like big-data analytics, credit risk evaluation, authentication, and automated loan origination and management workflows. Borrowers may also apply for unsecured personal loans online, get free credit reports, and monitor their spending on a regular basis.
As their organization expanded, they noticed certain areas that needed improvement, which were:
- Tedious and multiple manual processes .
- Authentication checks were necessary for OTP confirmation.
- Lack of detailed reports and analytics .
- Sales forecasting capabilities.
- Improving communication within the network.
![case study sales examples](https://www.leadsquared.com/wp-content/uploads/2023/12/Lead-capture-and-application-distribution-ekyc-solution.png)
To accomplish these goals, they reached out to LeadSquared, that provided them with the following solutions-
- Smart application distribution through automation
- Generation of Experian reports through API integration
- Speedy loan disbursal and complete performance reports
After implementing LeadSquared, they have attained positive results as Sahaj Chopra from the Product team at IndiaLends states, “ The LeadSquared Automations are easy to build and are not very time-consuming. With minimal manual effort, any chances of human error have reduced by 90%.”
8. NestAway – CRM for zero lead leakage
In India, the home rental market has been largely unregulated. Tenants have been tormented by unreasonable deposit requests and unmaintained services and facilities. Anyone who is new to the city and has a small sum of money in his wallet would find it difficult to get around. NestAway , a Bangalore-based startup, noticed the need and stepped in to help with low-security deposits and brokerage. NestAway is a revolutionary idea for homeowners, a solution for renters, and a solution for the city’s youth housing crisis.
It has a presence in 13 major Indian cities, including Bangalore, Delhi, Bombay, Pune, Noida, and Hyderabad, with 25,000+ homes in its network with 55,000+ tenants. NestAway soon realized that they don’t have a lead management system in place, leading to major losses because of missing on lead inquiries. Tenant Acquisition Head Shrung Mehta stated, “ The lead leakage was greatly increasing. As we were redesigning the process as a company, going ahead with the right Lead Management tool seemed like the correct choice.”
![case study sales examples overcoming lead leakage challenge](https://www.leadsquared.com/wp-content/uploads/2021/11/leadsquared-case-study-Higher-education-lead-leakage.jpg)
Which is when they implemented a CRM to battle these problems. They benefitted from the CRM in these areas:
- Easy to use software
- Smooth workflows
- Clearer visibility
- Reduced lead leakage
Shrung Mehta goes on to state, “ Since our lead disposal was not on time, the lead leakage was 80%. Now that we’re using LeadSquared, we’ve been able to reduce the lead leakage by 70% . It is resulted in improving the sales funnel and increasing the visit to booking percentage by 20% month-on-month. “
9. Tricoci University – Using CRM for greater process efficiency
Tricoci University is a top cosmetology school in the United States, with 16 campuses in Illinois, Wisconsin, and Indiana and over 2000 students graduating each year. The school takes pride in its people-centered approach to preparing tomorrow’s leading beauty practitioners. This has resulted in an extensive network of top salons and spas looking to hire graduates. To coordinate their admissions and marketing processes, Tricoci University needed an end-to-end system. They wanted to collect leads from different sources, handle the online application process, and use the system as a one-stop shop for admissions advisors to send emails, make phone calls, manage schedules, and involve potential students in the enrollment process.
Few challenges faced by the university were:
- Lack of data analysis
- Complex and non-intuitive systems
- Regularly lost enrollments due to slow response rate
- Inability to track agent activities
To overcome these challenges they reached out to LeadSquared for a CRM that offered the following features:
- Automatic lead capture and distribution
- Paperless application
- Student enrollment journeys
- Enrollment and admissions pipeline view, and
- Complete advisor productivity reports.
“LeadSquared’s Enrollment Management solution was really easy to use for employees who were more focused on non-technical matters,” states Paul Matylonek, Director of Admissions. With the help of LeadSquared’s CRM, they have experienced a net 75% increase in process efficiency.
![case study sales examples CRM use cases - workflow automation](https://www.leadsquared.com/wp-content/uploads/2021/11/workflow1png.png)
10. Practo – CRM use case for call-center efficiency
Practo is one of India’s leading healthcare applications. Their main goal is to make healthcare more accessible. Several healthcare providers are using Practo as the platform to build their presence, grow establishments and engage patients more deeply than ever. As they grew rapidly as a company, they began facing problems in the following areas:
- Marketing campaigns
- Inaccurate workflows for customer journeys
- Lack of reports about their process
- Managing the increasing number of agents
They began searching for a solution to solve these issues, and they found a CRM that offered the following solutions:
- Advanced automation for sales workflows
- Smart Views to reduce time spent in decision making,
- Lead management and detailed tools for measurement
LeadSquared has helped them achieve some significant results as Sidhartha Nihalani, VP of Product at Practo, states- “All the automation running within LeadSquared ensure that our lead management activities, from lead allocation to lead prioritization, are handled easily. We have already saved 6-8 months’ worth of development costs and effort. In addition, our daily call center efficiency per agent has increased by 60%.”
Concluding Remarks
Every company looking to grow should invest in a smart CRM that helps them address their specific challenges. As customer expectations evolve, companies need to use tools that evolve with them. As you must have seen in the above CRM use cases, the tool offers data centralization, lead management, sales, and marketing automation – all of which boosts productivity. With an intelligent CRM, you can streamline your sales processes, prioritize hot leads, automate routine tasks and receive detailed reports on your teams’ performances.
If you’re looking for one such CRM, click here to try LeadSquared’s CRM for free!
![case study sales examples Padma Ramakrishna](https://www.leadsquared.com/wp-content/uploads/2021/11/Padma-120x120.jpeg)
Padma is a Content Writer at Leadsquared. She enjoys reading and writing about various financial and educational topics. You can connect with her on LinkedIn or write to her at [email protected].
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Hub > Blog > Event Marketing > 20 Outstanding & Real-world Experiential Marketing Examples
20 Outstanding & Real-world Experiential Marketing Examples
(8 min read)
Experiential marketing is a powerful marketing strategy that has been used by several popular brands over the years, including Nike, Red Bull, Microsoft, and more. According to this report , 84% of brand marketers believe experiential marketing is a crucial marketing strategy and 29% of brands use experiential marketing for their brand, making it one of the top five marketing channels businesses use.
Experiential marketing introduces the brand to the target demographic in an innovative manner, solidifying its presence in the market. Through this marketing strategy, consumers get a closer look at the brand’s goods and services.
In fact, studies show that 9 out of 10 consumers love experiencing a product firsthand, proving that companies that invest in experiential marketing are more likely to attract consumers and build long-lasting relationships with them.
In this guide, we will look at 20 amazing experiential marketing campaigns of brands that redefined the experience for customers, to inspire you to kickstart your experiential marketing journey! that have provided new branded experiences to customers.
What is Experiential Marketing?
Experiential marketing is a unique marketing strategy that provides an immersive pre-sale experience of a product or service to its prospective customers. It is also known as engagement marketing, often involving a physical experience that aids in building an emotional connection with potential customers.
The fact is experiential marketing creates an environment where consumers can touch, feel, and experience the brand’s products and services in a memorable way. The live marketing campaigns actively engage the audience, encourage them to participate in a brand experience event, and give unforgettable movements in a live and interactive setting.
20 Innovative and Modern-Day Examples of Experiential Marketing
1. red bull (stratos: the edge of space jump).
![case study sales examples Red Bull experiential marketing campaign](https://www.airmeet.com/hub/wp-content/uploads/2024/08/Red-Bull-experiential-marketing-campaign.png)
In 2012, Red Bull organized one of the most staggering experiential marketing campaigns ever. They launched the “ Stratos ” campaign in which Austrian skydiver Felix Baumgartner jumped from about 24 miles above the earth’s surface and became the first person to break the sound barrier outside of an aircraft. Together, they made the highest freefall jump in history from the stratospheric altitude of 1,28,000 feet.
This event was a massive publicity stunt for Red Bull which streamed online on YouTube with more than eight million viewers watching. The resulting media coverage helped to solidify Red Bull as a premier brand in the energy drink category.
2. Microsoft: Inner Circle Event:
![case study sales examples Microsoft “Cortana” inner circle event](https://www.airmeet.com/hub/wp-content/uploads/2024/08/Microsoft-Cortana-inner-circle-event.png)
Microsoft hosted an interactive experiential event in New York to demonstrate the capabilities of “ Cortana “, their new digital personal assistant for smartphones.
Cortana was launched as a key component of Microsoft’s planned “makeover” of future operating systems for Windows Phone and Windows. This interactive event named ‘Inner Circle’ offered tailored experiences to around 150 attendees.
3. Nike: React Infinity Run Challenge
![case study sales examples Nike’s react infinity run challenge](https://www.airmeet.com/hub/wp-content/uploads/2024/08/Nikes-react-infinity-run-challenge.png)
In 2020, Nike launched an experiential marketing campaign called the “ Nike React Infinity Run Challenge “. This campaign aimed to promote Nike’s latest running shoes and provide customers with a thrilling and enjoyable experience. The unique event generated a lot of buzz on social media and became a successful event.
4. Lipton Ice Tea
![case study sales examples Lipton ice tea](https://www.airmeet.com/hub/wp-content/uploads/2024/08/Lipton-ice-tea.png)
One of the greatest examples of experiential marketing is Lipton’s campaign which prompts shoppers and students to enjoy a refreshing experience at the push of a button. This campaign offered a refreshing spray of water mist to cool people down in the scorching heat. This kind of experiential advertising efficiently engages consumers, raises brand awareness, encourages word-of-mouth, and boosts sales.
5. Live Angry Birds
![case study sales examples Live angry birds](https://www.airmeet.com/hub/wp-content/uploads/2024/08/Live-angry-birds.png)
T-Mobile created a live-action Angry Birds environment in Barcelona, Spain, allowing people to interact and enjoy the game in real life. This campaign aimed to create a buzz among gaming fans and promote T-Mobile’s brand. When this game played on Android smartphones was played live, people flocked to the spot to watch and play it (pun intended!).
6. Yogurt Wars: Yoplait
![case study sales examples Yogurt wars Yoplait](https://www.airmeet.com/hub/wp-content/uploads/2024/08/Yogurt-wars-Yoplait.png)
Yoplait launched a pop-up shop in New York’s SoHo area to promote its Yoplait Greek yogurt, dubbed “ Yogurt Wars ,” and invited customers to blind taste test each brand’s blueberry yogurt. For the taste test, customers were given two unlabeled cups of yogurt, one with Yoplait Greek Blueberry and the other with Chobani Blueberry Fruit on the Bottom.
The event featured the hashtag #TasteOff and guests were encouraged to share their thoughts on the tasting experience via social media. On one screen relevant shared posts were seen live on Facebook, Twitter, and Instagram.
7. Reebok Store Launch: Laser Maze Challenge
![case study sales examples Reebok new store launch Laser Maze Challenge](https://www.airmeet.com/hub/wp-content/uploads/2024/08/Reebok-new-store-launch-Laser-Maze-Challenge.png)
Reebok organized a unique experiential marketing activation called “ Laser Maze Challenge ” for Reebok’s new store launch at Ambience Mall, Delhi. Reebok launched the Laser Maze Challenge to generate excitement about the brand and interact with its product in an innovative way.
They had set up a tunnel filled with laser light and challenged the audience to go inside & collect as many Reebok tags as possible. Participants with the most Reebok tags were offered a special gift. Overall, this was an effective experiential marketing event to launch their new store, giving the audience a thrilling experience, and creating a lasting impression of their brand.
8. 1000 Nescafe Red Mugs
![case study sales examples 1000 Nescafe Red Mugs](https://www.airmeet.com/hub/wp-content/uploads/2024/08/1000-Nescafe-Red-Mugs.png)
Nescafe is a globally recognized coffee brand owned by Nestlé. They decided to develop an activation initiative that connects and brings Nescafe lovers closer. In this innovative experiential marketing campaign, thousands of red mugs were locked on bridges, benches, and fences with four-digit bicycle codes in around two major Croatian cities.
Later, this event was promoted on social media and people were encouraged to unlock the mug using the Facebook app. Once a person has unlocked a particular mug, they could head over to a booth stand to redeem the mug and have warm coffee to share a cup of Nescafé with a friend.
9. Androidland
![case study sales examples Androidland](https://www.airmeet.com/hub/wp-content/uploads/2024/08/Androidland.png)
Androidland is an Android-themed pop-up store that launched in December 2011 in Bourke Street, Melbourne, Australia. Carrier Telstra created this innovative retail experience in collaboration with Google.
The theme of the store was largely green, with several Android “green robot” sculptures. In-store, Telstra provided visitors with an interactive spaceship zone and also included a giant screen on which visitors could play Angry Birds. It also features scented areas with gingerbread and grass scents. The purpose of creating Androidland was to create a retail environment that helps them answer customer questions in a fun, interactive way.
10. Macy’s Magic Fitting Room
![case study sales examples case study sales examples](https://www.airmeet.com/hub/wp-content/uploads/2024/08/Macys-Magic-Fitting-Room.png)
Macy’s Magic Fitting Room was designed to give customers a virtualized changing room experience and enhance the overall shopping experience in Macy’s flagship store in New York City. Their idea was to enable customers to try on clothes digitally without the need to physically change outfits.
Macy’s shoppers were looking at their appearance in a “magic mirror” in the fitting room via a touchscreen. After selecting an item, customers had the option to share their new outfits on the Facebook wall. Macy’s Magic Fitting Room demonstrated how technology can provide customers with an engaging, convenient, and memorable shopping experience, driving brand loyalty and sales.
11. Nissan Innovation Station
![case study sales examples Nissan Innovation Station](https://www.airmeet.com/hub/wp-content/uploads/2024/08/Nissan-Innovation-Station.png)
The Nissan Innovation Station was a one-of-a-kind experiential marketing initiative designed to engage customers and interactively showcase Nissan’s innovative technologies and vehicles, particularly the “Nissan Leaf”. Over three years, it attracted nearly a million visitors and generated 30,000 qualified leads in its first year. This innovation station was recognized as one of Time Out London’s top ten free attractions and received the FMBE Gold Award.
12. Sprite: Giant Shower Machine
![case study sales examples Sprite Giant Shower Machine](https://www.airmeet.com/hub/wp-content/uploads/2024/08/Sprite-Giant-Shower-Machine.png)
This entire event was part of a 2012 outdoor media campaign used by The Coca-Cola Company to promote Sprite . They set up a 30-ft tall giant soda dispenser in one of the most crowded beaches in Brazil and invited people to have a cold, refreshing shower during the Brazilian summer.
The amazing thing about this campaign is that while the shower dispensed plain water for people to cool down, they also installed huge contraptions that allowed people to enjoy and sip on Sprite. The campaign is still a craze among people and is often talked about fondly.
13. Coca-Cola Hug Machine
![case study sales examples Coca-Cola Hug Machine](https://www.airmeet.com/hub/wp-content/uploads/2024/08/Coca-Cola-Hug-Machine.png)
In 2012, a Coke vending machine was installed overnight at the National University of Singapore, in the brand’s typical iconic red and white colors. The idea behind this campaign was that users would approach the machine, hug it, and in return, they would receive a complimentary can of Coke. This playful interaction transforms the typical vending machine experience into a memorable event.
Coca-Cola’s “Hug Me” campaign came across as a playful and loving reminder of the power of human touch. A vending machine that effectively transformed itself from a cold, mechanical dispenser into a point of warmth and engagement. This event exemplifies how experiential marketing can effectively engage consumers, create memorable brand interactions, and foster emotional connections.
14. ASICS Run With Ryan
![case study sales examples ASICS Run With Ryan](https://www.airmeet.com/hub/wp-content/uploads/2024/08/ASICS-Run-With-Ryan.png)
ASICS launched a compelling experiential marketing campaign called “ Run with Ryan ” in the lead-up to the New York City Marathon. The campaign featured a 60-foot video wall installed in a subway station, allowing commuters to race against Ryan Hall, a famous American marathoner. ASICS wanted fans to truly experience a time with Olympic marathoner Ryan Hall.
The “Run with Ryan” campaign is a great example of experiential marketing, where consumers connected with the ASICS brand on a personal level and experienced a fun and competitive environment.
15. McDonald’s Save the Sundae Cone
![case study sales examples McDonald's Save the Sundae Cone](https://www.airmeet.com/hub/wp-content/uploads/2024/08/McDonalds-Save-the-Sundae-Cone.png)
This innovative campaign titled ‘ Save the Sundae Cone ‘ was launched in Malaysia in January 2014 by McDonald’s. The objective of this campaign was to create an emotional connection between customers and the McDonald’s brand.
In the heart of Kuala Lumpur’s most famous shopping district, Bukit Bintang, they put up a giant billboard, displaying the sundae cone in all its glory.
That day, the event took social media by storm, with a total of 256 Sundae Cones saved and over 1500 free Sundae Cones given away. McDonald’s successfully created an enviable brand impression among its people with this campaign.
16. Ariel Fashion Shoot
![case study sales examples Ariel Fashion Shoot](https://www.airmeet.com/hub/wp-content/uploads/2024/08/Ariel-Fashion-Shoot.png)
A commercial campaign titled ‘ Fashion Shoot ‘ was released in Sweden, in 2011, in a collaboration between MSL, Saatchi, and Saatchi, Stockholm. This unique campaign combined elements of live interaction, and social media engagement to give consumers a reason to engage in the laundry category outside of washing. It was one of the coolest campaigns held by Ariel to capture the attention of consumers.
17. Samsung Galaxy S4
![case study sales examples Samsung Galaxy S4](https://www.airmeet.com/hub/wp-content/uploads/2024/08/Samsung-Galaxy-S4.png)
In 2013, the Samsung smartphone company launched the “ All Eyes on the S4 ” campaign to promote their new phone “Samsung Galaxy S4”. The event was held in Zurich, Switzerland, and was broadcast live globally to attract a large international audience. People were challenged to stare at the Galaxy S4 continuously for 60 minutes. Anyone who stayed connected for at least one minute received a Galaxy S4. If anyone blinks in the middle, the challenge and game are over. Samsung created a cool experience for its new smartphone, increasing its brand awareness on multiple levels.
18. Volvic Juiced
![case study sales examples Volvic Juiced](https://www.airmeet.com/hub/wp-content/uploads/2024/08/Volvic-Juiced.png)
Volvic “Juiced” launched an interactive billboard game at Blue Water Shopping Centre in Kent, encouraging shoppers to get juice and win refreshing prizes. A big interactive touch-screen was set up for shoppers to squash the fruit on-screen. The challenge was to squash as many falling apples as possible in 60 seconds and fill a virtual bottle with its juice.
The main aim of this game was to fill the bottle in the given timeframe. The brand ambassadors were sitting on the side to reward the winners with a refreshing water of Volvic juice. Over the two weeks of the campaign, more than 6000 games were played, and thousands of prizes were given away.
19. Photoshop Live: Street Retouch Prank
![case study sales examples Photoshop Live Street Retouch Prank](https://www.airmeet.com/hub/wp-content/uploads/2024/08/Photoshop-Live-Street-Retouch-Prank.png)
This was an innovative and highly engaging campaign held by Adobe to demonstrate the features of Photoshop in a fun and interactive way. The campaign involved a Photoshop wizard who set up some hidden cameras at the bus stop so that he could click photos of people coming and going from the bus stop, showcase the power of Photoshop, and create a humorous situation. The campaign was designed to surprise people, entertain them, and highlight the editing features of Photoshop.
20. Oreo Campaign
![case study sales examples case study sales examples](https://www.airmeet.com/hub/wp-content/uploads/2024/08/Oreo-Campaign.png)
Oreo launched a creative out-of-home advertising campaign that caught everyone’s attention. Oreo India took their movement on the road through the “ Oreo Togetherness Bus ” to bring parents and their children together. They included some fun activities inside the branded bus. This campaign was conducted in multiple cities across India including Mumbai, Delhi, Pune, Bangalore, and more, and helped families create fond memories together, thanks to Oreo.
Experiential marketing is all about giving potential customers a unique brand experience. It has emerged as one of the most powerful marketing strategies that businesses of any size can leverage. These highlighted examples of experiential marketing will provide you with a clear understanding of how to plan your next marketing campaign in an engaging and interactive manner.
Experiential marketing campaigns can take many forms and can be used to promote a variety of products and services. By creating unique and engaging experiences that resonate with their target audience, brands can strengthen their brand identity and build long-lasting customer relationships with customers.
Experiential marketing helps you put up an incredible show that your audience has never seen or experienced before. It gives the audience a sense of wonder, novelty, and amazement. Additionally, experiential marketing leaves a long-lasting memory that keeps the brand on top of customer’s minds for a long time.
Benefits of experiential marketing include:
- Builds strong brand awareness
- Helps achieve brand’s goals
- Builds an emotional connection with customers
- Generates buzz on social media
- Boosts word-of-mouth marketing
- Engages consumers in a unique way
- Increases brand loyalty
- Cultivates a positive brand image
- Increases sales and conversions
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Company Update: Learn about a new suite of tools to streamline your workflows
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Skill development: Learn how to communicate with your peers at work
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Sales enablement: Learn what it means to value sell
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IT training: Learn the essential phishing protection tactics
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Customer support video: Learn how to read your bill
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Promotional video: Manage all your accounts in just one app
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Onboarding training: Learn about the importance of proper attire.
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Internal communications: Explore streamlining meetings with videos.
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Marketing training: Learn to integrate online and offline campaigns.
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HR training: Learn how to create company value working with your colleagues.
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IT training: Learn how to collaborate with your team for effective troubleshooting.
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Customer service training: Learn how to professionally handle customer calls.
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Operations training: Discover strategies to optimize your warehouse.
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Internal communications: Watch this short employee intro.
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Technical training: Learn how to add a new participant to your next call.
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Marketing training: Discover digital content strategy.
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HR training: Delve into various types of biases that impact workplace dynamics.
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Internal communications: Stay informed on the latest project process
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Video lecture: Learn more about the Asch conformity experiment.
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Compliance training: Learn what it takes to uphold compliance criteria.
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Skill development: Get three game-changing productivity tips for your proejects.
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Promotional video: Present your company in a brief and catchy way.
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Skill development: Learn how to resolve bug issues efficiently.
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Soft skill training: Learn how to maximize the efficiency of your next meeting.
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Compliance training: Learn how to protect against noise-induced hearing loss.
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Compliance training: Discover federal aviation administration safety essentials.
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Operations training: Craft effective SOPs for production excellence.
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Compliance training: Understand key hospital construction rules for safety.
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Skill development: A guide to customer service for claims and refunds.
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Operations training: Master the art of Standard Operating Procedures (SOP).
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Customer stories and insights
Powering fuel providers.
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Ampol's global business includes refineries, fueling stations, and corporate offices. The company's infrastructure and retail operations are protected and connected with Cisco technology.
Ampol Limited
Reducing cybersecurity risk
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A zero-trust approach to security protects the privacy of patients' personal data at this Ohio children's hospital.
Dayton Children’s
Better wireless access and security
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A Texas school district turned to Cisco technology to bring ubiquitous, reliable wireless access to students while assuring proactive network monitoring capabilities.
Protecting networks and assets
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A Michigan-based credit union protects the digital security of its hybrid workforce, customers, and assets with help from Cisco.
Lake Trust Credit Union
Boosting visibility and security
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This Indiana university provides reliable and safe network access with Cisco's unified security ecosystem as its foundation for zero trust.
Marian University
The NFL relies on Cisco
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From the draft to Super Bowl Sunday, the NFL relies on Cisco to protect billions of devices, endpoints, and users from cyber threats. What does that look like on game day? Watch the video on the story page to find out.
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Share your experience. Create a safer digital world.
Join us in shaping the future of cybersecurity and creating a safer digital world, one story at a time.
Simple, visible, and unified
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The best thing about this case study is that Chargebee incorporated testimonials from different departments and individuals. The case study uses crisp headlines and explains the challenge in detail before jumping the gun to mention the results. 2. Aspire Systems Provides Data Integration Services | Aspire Systems.
Sales Case Study Examples. 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.
In fact, some of the most powerful case studies establish their own vivid, graphics-heavy style - looking a lot more like an infographic, or even a magazine, than traditional B2B marketing collateral. , strong contrasts, skyscraper photography, and hero shots are all on the table when it comes to case studies.
19. " Bringing an Operator to the Game ," by Redapt. This case study example by Redapt is another great demonstration of the power of summarizing your case study's takeaways right at the start of the study. Redapt includes three easy-to-scan columns: "The problem," "the solution," and "the outcome.".
A case study is an in-depth, detailed analysis of a specific real-world situation. For example, a case study can be about an individual, group, event, organization, or phenomenon. The purpose of a case study is to understand its complexities and gain insights into a particular instance or situation. In the context of a business, however, case ...
30+ Compelling Case Study Examples to Inspire Your Own (2023) Case studies are one of the most powerful weapons in a marketer's arsenal. By providing real-world examples of how your product or service has been successfully implemented by satisfied customers, case studies can help new customers feel more confident in your brand, demonstrate your value, and close more sales.
Each case study offers valuable lessons to be learned and applied to improve your sales strategy. The book, "1. Selling Freemium Solutions . Some products that are being sold have some free alternatives that people can get to. Examples include paid content and their free content alternative, CRMs, project management tools, and others.
2. Post The Analytics. "Show, don't tell" is a very important concept when it comes to case studies. It's one thing to say, "We did all of these great things.". However, showing the ...
Case studies give you the ability to frame your product in the way you want. They allow you to build one of the most valuable and hard-to-find things in sales — trust. This makes the case study one of your most powerful sales tools. The Value of a Case Study. A tool is only as good as its craftsman, and it's the same with case studies.
For example, the case study quotes the social media manager and project manager's insights regarding team-wide communication and access before explaining in greater detail. Takeaway: Highlight pain points your business solves for its client, and explore that influence in greater detail. 3. EndeavourX and Figma.
22 Marketing Case Study Examples (With Template) Prospects who aren't ready to buy - or who are "sitting on the fence" - tend to be resistant to even well-crafted marketing messages. But a bunch of well aimed marketing case studies can often tip the scales in your favour. "Sell benefits, not features" is good advice, but benefit ...
7. Slack. Slack is one of the most popular instant communication chat tools available right now, and especially after everyone had to work from home during the pandemic, we're guessing a large number of readers are familiar with the platform. Their case studies are, as you'd expect, strong and well-written.
Have a Large Volume of Case Studies. It's best to have at least fifteen or twenty Case Studies in your arsenal. This large volume allows sales reps to use specific targeted Case Studies when talking to prospects. Instead of sending everyone the same Case Study about your best customer, your reps can share examples that are truly relevant to ...
Sales Case Study Examples. Customer case studies are a particularly effective way of selling. A sales case study is an in-depth look at how your service or product helped a client. It not only shows their opinion of your brand but highlights the results they achieved with you. Make Impactful Statistics Pop in Your Sales Case Study
The 7-Step Case Study Formula That Compels Prospects to Buy. Sales Hacker. JULY 20, 2020. Stop writing case studies the old way !Case studies like those can work. Today we're learning a 7-step formula to make the best case studies your prospects have ever seen — case studies that connect to the reader, overcome objections, show what makes your product/service the best, and close the sale.
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.
1. "Above the fold" section. The case study title, hero image and fast facts box are visually engaging and immediately draw the reader into the story. These elements pop on the lightly coloured web page background. This part of Zenefits' case study is an excellent example of case study design. 2.
Small business case study examples are powerful social proof that your offerings deliver real value. According to a survey by the Content Marketing Institute: "73% of marketers say that case studies are one of the most effective forms of content for influencing purchasing decisions."
Designed Written Case Study Examples. These are a nice complement to the longer written case studies. These can be used as sales assets by sharing with prospective customers, as marketing assets for paid ads, or for PR purposes.
Top 10 Case Study Examples For Your Sales And Marketing Team. 1. Salesforce - Content Marketing. CRM (Customer Relationship Management) is the noisiest channel on the web, probably in a good way. However, one cannot refute that the competition is rampant. Now, amid this competition, Sales Force has emerged as one of the world's largest ...
Note that many of the SaaS case study examples below draw heavily on direct client quotes or interview segments. If nothing else, making your case studies client-centric makes sense and likewise means less work on your part. Make your case study shareable. Fact: the typical B2B buying process involves between six and ten people.
Sales Case Study Examples; 7. Interview Case Study Examples; 8. Marketing Case Study Examples; 9. Tips to Write a Good Case Study; An Overview of Case Studies. A case study is a research method used to study a particular individual, group, or situation in depth. It involves analyzing and interpreting data from a variety of sources to gain ...
Sales; 10 Examples of Businesses using CRM to Boost Sales Efficiency "The world's most valuable resource is no longer oil, but data." ... Asian company to receive investment from the Chan-Zuckerberg initiative and have even become a Harvard Business School case study. Their stream of work involves ongoing customer management, and the ...
By continually optimizing and adapting OluKai's advertising strategy, Podean helped the brand remain dynamic and responsive in the evolving landscape. As a result, by 2024, OluKai's total sales increased by 46% year-over-year (YoY), and their ad-attributed sales increased by 37% YoY. 1
In 2012, Red Bull organized one of the most staggering experiential marketing campaigns ever. They launched the "Stratos" campaign in which Austrian skydiver Felix Baumgartner jumped from about 24 miles above the earth's surface and became the first person to break the sound barrier outside of an aircraft. Together, they made the highest freefall jump in history from the stratospheric ...
100% free collection of Synthesia video examples. Browse, duplicate and customise videos for your needs. Canonical url. Button Text. Platform. Create. ... Case Studies. Customer Reviews. Learn. Synthesia Academy. Help Center. Webinars. Company. Careers. AI Ethics. ... Point Of Sales Display Guide. MICRO-COURSE. CEO's Message: CSR impact strategy.
Get hands-on experience of our computer-based assessments. CIMA ® offers two types of question tutorials to cover the objective tests and case study exams. The question tutorials provide you with examples of the types of questions encountered in the exam. They can be used to experience the test driver and how items are presented.
With workers, data, and offices located across the country and around the world, your firewall must be ready for anything. Secure Firewall helps you plan, prioritize, close gaps, and recover from disaster—stronger.
The long-term effects of COVID-19 are still being studied, and the incidence rate of LC may change over time. In the UK, studies have explored LC symptoms and risk factors in non-hospitalised individuals using primary care records 4 and consolidated evidence on persistent symptoms and their associations in broader populations. 5 Additionally, there has been significant interest in Patient ...
On 9 August 2024, Moumita Debnath, a trainee doctor at R. G. Kar Medical College in Kolkata, West Bengal, India, was raped and murdered in a college building.Her body was found in a seminar room on campus. The incident has amplified debate about the safety of women and doctors in India, and has sparked significant outrage, nationwide and international protests, and demands for a thorough ...