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How To Develop B2B Case Studies That Actually Convert

The ways on how to develop B2B case studies that actually convert leads to customers involve best practices that help build trust and establish credibility. Prospects can also be converted into customers once they know how a product or service helps other businesses.

Apr 07, 202324 Shares823 ViewsWritten By: Alastair Martin
Jump to
  1. What Is B2B Marketing - Definition & Examples
  2. B2B Case Studies
  3. Developing B2B Case Study
  4. People Also Ask
  5. Final Thoughts

Knowing how to develop B2B case studies that actually convertleads into customers takes a lot of time and effort.

To truly convert potential customers, B2B case studiesneed to be crafted in a way that highlights the unique value proposition of the product or service, addresses specific pain points, and offers tangible results.

In this topic, we will explore strategies and best practices for creating B2B case studiesthat effectively convert leads into customers.

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What Is B2B Marketing - Definition & Examples

Business-to-business(B2B) marketing, refers to the marketing strategies and tacticsused by companies that sell products or services to other businesses rather than individual consumers.

The goal of B2B marketing is to identify and attract potential business customers, build relationships with them, and ultimately persuade them to make a purchase.

Examples of B2B marketing tactics include:

  • account-based marketing (ABM)
  • content marketing
  • email marketing
  • eventsand trade shows
  • search engine optimization(SEO)
  • social media marketing

Some examples of American B2B companies include:

  • software companies that sell their products to other businesses (e.g., Microsoft, Oracle, Salesforce)
  • marketing agencies that provide services to other businesses (e.g., Edelman, HubSpot, Ogilvy)
  • manufacturers that sell their products to other businesses (e.g., 3M, Caterpillar, Procter & Gamble)

These B2B companies most probably explore ways on to how todevelop B2B case studies that actually convert.

B2B Case Studies

B2B case studiesare powerful marketing tools that showcase how a company’s product or service has helped solve a specific problem or challenge for another business.

Being familiar with how to develop B2B case studies that actually convert can be a surefire way to success.

Below are some of the basic things they do:

  • provide social proof
  • build credibility
  • offer a way for potential customers to visualize the benefits of working with a particular company
A male team leader discusses B2B case studies with his seated male and female members with their laptops
A male team leader discusses B2B case studies with his seated male and female members with their laptops

B2B Case Study Template

To be guided accordingly on how to develop B2B case studies that actually convert, it will be good to first know and understand the parts of a B2B case study template.

Here’s a sample template for a B2B case study:

I. Executive Summary

This section provides a brief overview of the case study, including the client's industry, their challenge, and the solution provided.

It should give readers an idea of what the case study is about and what to expect from it.

II. Company Overview

In this section, you’ll introduce the client and provide background information about their company.

This could include their industry, the products or services they offer, and their company history.

III. Challenge

This section describes the problem or challenge the client was facing before they engaged with your company.

It should be detailed and specific, outlining the pain points the client was experiencing.

IV. Solution

This section explains the solution your company provided to the client’s challenge.

It should be clear and concise, and should highlight the specific features of your product or service that addressed the client’s needs.

V. Implementation

In this section, you’ll describe how the solution was implemented, including any challenges that arose and how they were addressed.

This could include details on the timeline, project management, and communication between your team and the client.

VI. Results

This section describes the outcomes of the solution, including any quantitative or qualitative metrics that demonstrate its effectiveness.

You may want to include customer testimonials or other evidence of success.

VII. Conclusion

This section provides a summary of the case study and emphasizes the value your company provided to the client.

It should also include any recommendations or next steps for the client.

VIII. Call to Action

This section encourages the reader to take action, which could be in the following ways:

  • contacting your company for more information
  • scheduling a demo
  • signing up for a free trial

IX. References

This section includes any sources or references cited throughout the case study, such as statistics, research papers, or customer testimonials.

Note that each section will help you to know how to develop B2B case studies that actually convert.

In addition, remember that the purpose of a B2B case study is to showcase your company’s expertise and the value you can provide to potential customers.

Use real-world examples and specific metrics to illustrate the impact of your solutions. Moreover, make sure the case study is:

  • well-written
  • visually appealing
  • easy to understand

How do I get prospects to actually read my B2B case studies?

Developing B2B Case Study

How to develop B2B case studies that actually convert will require more than just having a basic overview of the customer’s success story.

When developing case studies, it’s important to make sure they are relevant to the target audience and address specific pain points or challenges that potential customers may be facing.

They should also be presented in a compelling and easy-to-understand format, with clear and concise messaging that highlights the key benefits and outcomes.

How To Develop B2B Case Studies That Actually Convert?

Here are some tips to create case studies that can help convert prospects into customers:

1. Start with a clear objective.

Before you begin developing your case study, determine what your goal is.

Answer this main question as a guide: Are you trying…

  • …to generate leads?
  • …to establish thought leadership?
  • …to showcase your products or services?

Once you have a clear objective, you can tailor your case study to meet that objective.

2. Identify the right customer.

Choose a customer that is representative of your target market and that has achieved tangible results with your product or service.

This will help your prospects to relate to the success story and visualize how they might benefit from your solution.

3. Focus on the problem.

Start the case study by outlining the challenges your customer was facing before they started working with your company.

This helps to establish context and emphasize the value of your solution.

4. Use data and metrics.

They will help you quantify the benefits of your solution.

This can include hard numbers, such as:

  • revenue growth
  • cost savings
  • increased productivity

5. Use a storytelling approach.

People remember stories more than facts and figures. Use a storytelling approach to make the case study more engaging and relatable.

In his 2022 Forbes articleabout B2B marketing, Samuel Thimothy, the vice president at OneIMS, an Illinois-based inbound marketing agency, wrote:

The goal of storytelling in B2B is to build long-term equity.- Samuel Thimothy

Thimothy, who is also the co-founder of the digital marketing intelligence platform Clickx, explained:

You don’t have to make it character-centric, and it doesn’t necessarily have to be about them specifically. Just develop a character that they can identify with. A great example is this Google My Business commercial.- Samuel Thimothy

6. Make it easy to read.

Use clear and concise language.

To make the case study easy to skim and digest, break up the contentwith these:

  • headings
  • bullet points
  • images

7. Include a call-to-action.

As mentioned earlier, end the case study with a call-to-action that encourages the reader to take the next step.

Applying these suggestions on how to develop B2B case studies that actually convert will help you get the clients or target market you’re aiming for.

A male and female marketers wearing beanies looking at business metrics presented in colorful bar graphs
A male and female marketers wearing beanies looking at business metrics presented in colorful bar graphs

People Also Ask

Why Use Case Studies In B2B Marketing?

Case studies are a valuable tool in B2B marketing for several reasons:

a. Demonstrating credibility

Case studies provide real-world examples of how a company's products or services have helped customers overcome specific challenges.

By highlighting successful outcomes, case studies demonstrate a company’s expertise and credibility, making it more likely that potential customers will trust and choose them.

b. Addressing specific pain points

B2B customers often have unique needs and pain points, which can be addressed through case studies.

By sharing examples of how a company has solved similar problems, potential customers can better understand how a product or service might benefit their business.

c. Providing social proof

Case studies provide social proof by showcasing the experiences of satisfied customers.

This can be particularly powerful in B2B marketing, where decisions are often made by multiple stakeholders and based on thorough research.

d. Engaging storytelling

Case studies provide an opportunity to tell a compelling story that engages potential customers

By providing context and details about the challenges faced by a customer, the solutions provided, and the results achieved, a case study can be more engaging than a straightforward product pitch.

A female business head discusses with her team the notes on colored Post Its about storytelling in marketing
A female business head discusses with her team the notes on colored Post Its about storytelling in marketing

How Effective Are Case Studies In B2B Marketing?

Case studies can be highly effective in B2B marketing as they provide a way for potential customers to see real-world examples of how a product or service has helped other businesses.

By showcasing successful outcomes and the specific results achieved, case studies can:

  • help build credibility and trust with potential customers
  • provide a tangible demonstration of the value of a product or service

How To Do Research In B2B Marketing?

Here are some steps that you can follow to conduct research in B2B marketing:

1. Define your research goals.

2. Identify your target audience.

3. Conduct competitor analysis.

4. Research market trends.

5. Use primary and secondary research methods.

6. Analyze data and draw insights.

7. Implement your findings.

Final Thoughts

In conclusion, the ways on how to develop B2B case studies that actually convert leads into customers requires a strategic and comprehensive approach.

The case studies should be tailored to address the specific pain points and challenges faced by the target audience and demonstrate how the product or service provided a solution.

Additionally, it is important to present the case studies in a visually appealing and easily digestible format that aligns with the customer's journey.

Following the tips and heeding reminders discussed here will lead to a good understanding of how to develop B2B case studies that actually convert leads into loyal customers.

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