Ho-Hum…Another Sound-Alike Case Study

Ho-Hum…Another Sound-Alike Case Study
Stephanie Tilton - Thu Apr 30, 2009 @ 03:53AM
Comments: 17

Preparing a tailored case study questionnaire is one of the key elements in a successful case study initiative. Yet too many companies overlook this important step.

Does this sound familiar? A sales reps approaches you about a customer all revved up to participate in a case study. You grab your case study questionnaire and send it off to the customer with a meeting invite. Soon you – or your hired writer – are interviewing the customer. And my bet is that you and your sales team won't be happy with the results.Binoculars

Why? If you don't use a tailored case study questionnaire, all your case studies will sound the same. Your sales reps won't have access to case studies that show various situations and benefits. And your prospects will likely assume that your solutions apply to a limited set of circumstances.

So how can you make sure each of your case studies tells a unique and compelling story? Find out as much as possible about the customer's situation, needs, and results. And that research starts before the interview. Here's where to look.

1. Background form. Ideally your sales reps will fill out a case study background form when they nominate a candidate. Be sure to ask what proof points the customer should be able to share that demonstrate the value of the solution or service. Also inquire about aspects of the engagement that should be highlighted in the story. For instance, was the implementation timeframe unusually short?

2. Employees and partners. Touch base with the account manager, customer service reps, professional service consultants, and any other employees who have interacted with the customer. (If relevant, get in touch with your partners too.) Ask them for any materials they've created for the account, such as sales pitch documents, RFPs, and presentations. Find out if the customer has shared any materials it may have created about its relationship with your company. And while you're at it, ask these folks to summarize their recent interactions with the customer, whether positive or negative. (Positives experiences can lead to interesting questions while negative ones can help you avoid touchy topics.)

3. Google. Search on "customer name" + "your company name" and you might be surprised at the results. Sometimes customers reference their use of solutions in conference presentations, trade publication articles, webinars, and annual reports. Also conduct a search on "customer name" + "case study." You might glean some interesting tidbits about the customer's company or situation from case studies produced by other solution providers.

4. Annual reports. As I mentioned above, annual reports sometimes include reference to products the company is using. But if Google doesn't serve up a relevant result, you should still take a look at the customer's annual report if they're a publicly traded company. You can often find mention of strategic initiatives and goals that might tie in nicely to the story you're hoping to tell. Heck, you might even come up with an angle you hadn't even considered.

Once you've gathered this background information, insert customer-specific questions into the interview questionnaire. You'll be well on your way to producing a unique and interesting story.

Have suggestions for other information sources? Please share them!

Related posts:

Read more Savvy B2B posts from Stephanie.

Comments: 17


1. Bob Scheier  |  my website   |   Thu Apr 30, 2009 @ 04:19PM

All good points; I recently took another take on the subject with "12 Angles to Juice Up a Case Study." http://scheier.typepad.com/what_works_what_doesnt/2009/04/twelve-ways-to-juice-up-case-studies.html

2. Franklin   |   Sun Aug 17, 2014 @ 11:28PM

Great Blog, Great Job really, i am always using http://couponcodes365.us and http://mrqe.us coupons

3. Ramya   |   Fri Aug 22, 2014 @ 11:01AM

Won wonderful blog, It s so great work, keep regular updates. i like it so much. My Blogs http://mrqe.in and http://www.seotraininginameerpet.in

4. kathik   |   Fri Oct 03, 2014 @ 01:11AM

I was very encouraged to find this site. I am sure to all the commenters here! It's always nice when you can not only be informed, but also entertained! I'm sure you had fun writing this article. http://mrqediscounts.us

5. kerthi   |   Thu Nov 13, 2014 @ 09:54AM

being really thoughtful and also for deciding on writing certain guides, Anine Bing Id really anine bing love to stay around this website and be a part of where I can get a lot of valuable and beneficial advice

6. franklin   |   Wed Jun 24, 2015 @ 04:20AM
7. zimzam   |   Sat Sep 19, 2015 @ 04:32AM
8. dft   |   Mon Dec 28, 2015 @ 01:15AM

You can find the Best vapor deals here

Discount vapor code
Vape mods
Vape pen
Vape eliquid
kui oleh beberapa negara. Kota Jepara sendiri selalu menjadi langganan aktif dalam setiap pengadaan pameran furniture Banyak sekali produk produk yang di tawarkan disana, baik itu denga

9. klester   |   Mon May 16, 2016 @ 01:23AM
10. dgfj   |   Tue Oct 18, 2016 @ 08:45AM
11. emma jen   |   Sat Dec 10, 2016 @ 10:36PM

Well i agree that Case study is the best way to examine your preparation for the market,customers response for your product or services. even this is one of the most essential part of business strategic experts.

12. Aptiode Apk download  |  my website   |   Fri Mar 03, 2017 @ 02:54AM

Aptoide iOS app Download: Here's the full guide to download Aptoide for iOS in 5 simple steps, no jailbreak required.

13. IQ Option Review  |  my website   |   Mon Mar 06, 2017 @ 06:05AM

IQ Option is a unique broker using their own custom built binary options trading platform.

14. Google  |  my website   |   Sun Apr 09, 2017 @ 01:11AM


15. Google  |  my website   |   Fri Jun 02, 2017 @ 02:41AM


16. Guns of boom hack   |  my website   |   Fri Sep 29, 2017 @ 10:46AM

how to get unlimited gunbucks and gold in guns of boom hack

17. joliya  |  my website   |   Mon Oct 16, 2017 @ 09:30AM

Thanks for sharing this wonderful post.

powered by Doodlekit™ Free Website Builder