9 B2B Case Study Examples Worthy of Your Swipe File

Writing a B2B case study becomes easier when you can get inspiration from your swipe file. 

A swipe file is a collection of creative resources—like case studies—that you like.

Marketers and copywriters who have a list of amazing case studies in their swipe file can quickly ignite their creative spark.

Here are 9 examples of B2B case studies to add to your swipe file.

1. Dock 

Why This Case Study Rocks

• The case study headline is specific. It shows how the customer got a specific outcome (win rate), including the exact result expressed in percentage (31%). 
  • A vague headline: How Nectar’s Director of Sales Increased Win Rates with Dock
  • A specific headline: How Nectar’s Director of Sales Increased Win Rates by 31% with Dock
• Including a brief video clip helps Dock go beyond telling a story. It shows who succeeded with their product and this makes the case study even more believable. Use a tool like Riverside to record your case study interview and Descript to edit the recording.
• The case study doesn’t tell many wins. It focuses on one outcome — win rate.
  
  

2. Clearscope

Why This Case Study Rocks

• The headline is specific and pokes a pain point for marketers. Every marketer out there wants to increase their organic traffic and convert users.
• Placing Pipedrive’s core challenge above the fold helps the reader to know what to expect.
• Clearscope used lots of whitespace and quotes to make the case study scannable, compelling, and conversational.
• The social proof towards the end of the case study instills trust — Join the thousands of businesses that use Clearscope to optimize their content and improve their search rankings.

What Clearscope Could Improve

• The headline is specific, but Clearscope can tweak it to add the time component. The case study shows Pipedrive doubled their traffic in under one year. So the headline can be:
  • How Pipedrive Doubled Their Website Traffic in Under 1 Year
    
    

3. Groove

Why This Case Study Rocks

• The headline calls out a popular competitor, making it a must-read for anyone evaluating products like Groove vs Zendesk. “Here’s what happened next” also builds anticipation that readers will learn something vital from the case study. 
• The case study focuses on one outcome — Groove’s intuitiveness compared to its competitors.
• The case study is scannable as it uses lots of whitespace.
  
  

4. Gong

Why This Case Study Rocks

• The headline highlights the impact of Gong for Proposify — cutting sales cycle length by 50%. This measurable outcome shows the value of using Gong.
• Front-loading the results of Proposify make the outcome of using Gong clear. 
  • 25% decrease in time spent forecasting
  • 7% increase in close rates
• The case study is scannable. Using a customer quote and an excellent visual breaks walls of text.

What Gong Could Improve

• The case study doesn’t state the number of days cut down from the sales cycle length. 
  
  

5. Chili Piper

Why This Case Study Rocks

• HubSpot is a popular software. So a headline that pitches Chili Piper against HubSpot will resonate with any salesperson.
• Including a client video provides context about the benefit of Chili Piper. But the best part of the video is the front-loading of a powerful quote from the customer — “Every missed opportunity costs Refine Labs half a million dollars!”
• The case study positions Chili Piper as a better HubSpot meeting alternative without bashing the competitor — HubSpot.
  
  

6. Intercom

Why This Case Study Rocks

• Great headline. Saving $500k in under 7 months is a huge win.
• Immediately shows the concrete and quantitative benefits of Intercom to Zip.
  • 33.6% conversations automatically resolved by Resolution Bot
  • $500k saved thanks to bots and automation
  • 68% of customers who interact with Custom Bots don’t need human support
• Using lots of customer quotes spices up the story, adds credibility and a personal touch, and makes the case study scannable.
  
  

7. Nextiva

Why This Case Study Rocks

• The headline is catchy and shows a quantifiable result — 200% revenue growth
• Incorporating a video offers insights into what Steam Logistics thinks about Nextiva.
• Rich customer quotes, custom images, and use of whitespace make the case study engaging and scannable.
• It shines the light on core features that make Nextiva the platform of choice for Steam Logistics.

What Nextiva Could Improve

• The case study shows Steam Logistics tripled its revenue. “In terms of company revenue, we tripled the business last year, growing right around 200%.” Based on this quote, a better headline is, “How Steam Logistics Tripled Revenue Growth by 200%.” ‘Tripled’ is a better power word than ‘achieved.’
• The video should be above the fold instead of deep down in the case study.
  
  

8. Brandfolder

Why This Case Study Rocks

• The headline shows a measurable result — Zoom saves 4,000 hours!
• Customer quotes, images, and product screenshots make the case study engaging and scannable.
• The results section outlines Zoom’s wins with Brandfolder.

What Brandfolder Could Improve

• Use filters in its case study page to make it easier to find relatable customer stories. These filters could include Brandfolder’s ‘solutions by industry,’ ‘solutions by role,’ and ‘product.’
  
  

9. Lusha

Why This Case Study Rocks

• Sourcing leads is hard. Closing deals is harder. So a headline that shows a 25% increase in closed deals will be interesting to founders and sales leaders.
• Highlights impressive results and outcomes immediately (50% of more prospects reached and 25% of more closed deals).
• The formatting is great, making the case study easy to read
• Including customer quotes in the piece gives the case study a personal touch

What Lusha Could Improve

• Use filters in its case study page to make it easier to find stories that align with Lusha’s capabilities and use cases.

What These B2B Case Study Examples Have In Common

These examples prove there are multiple ways of writing a B2B case study. 

While some case studies follow the traditional challenge, solution, and results, others tell a story. That said, here are the commonalities among these case studies:

1. Use Specific Headlines to Grab Attention

Phrases like ‘increased win rates,’ ‘increased website traffic’ and ‘closed more deals’ are fantastic. 

But what’s better is your ability to get specific with actual numbers. When you’re specific, you easily attract attention. 

Gaining attention is gold with case studies because they are the ultimate assets for converting prospects into customers.

When you’re in doubt, use a tool like the CoSchedule Headline Analyzer (CHA) to get a headline score. 

Unspecific Headline	Score with CHA	Specific headline	Score with CHA
How Nectar’s Director of Sales Increased Win Rates with Dock	83	How Nectar’s Director of Sales Increased Win Rates by 31% with Dock	87
How Gong Helped Proposify Cut Their Sales Cycle	63	How Gong Helped Proposify Cut Their Sales Cycle In Half	69
Zip saved $500k and creates delightful experiences with Intercom	68	Zip saved $500k in under 7 months and creates delightful experiences with Intercom	76

Note: Use the CoSchedule Headline Analyzer to generate insights about your headline performance. Ultimately, trust your guts when choosing headlines.

2. Incorporate Visuals to Tell a Cohesive Story

Humans are visual beings. We’re attracted to eye-catching videos and images. 

These visuals are helpful for digesting a case study, breaking any wall of text, and making case studies engaging.

Visual content statistics by Venngage also show graphics and videos help prospects to convert. 

This doesn’t mean written case studies alone aren’t effective; visuals simply give your case studies a better chance of generating results.

3. Focuses on a Single Outcome

People use products for different reasons. 

While a CRM may have suites for marketing, sales, and customer service, a marketer may only be interested in the marketing suite. 

That’s why you need to focus on a single outcome. Trying to show multiple wins is a recipe for a case study that’s all over the place. 

Focusing on one outcome lets you target a particular prospect, narrow the case study scope, and show a concise picture of how the prospect can achieve a particular result with your product

4. Piggyback on Popular Companies

Companies like HubSpot and Zendesk are billion-dollar brands. This makes them immensely popular. 

If your brand is a David among Goliath competitors, it makes sense to use case study headlines that show “Your brand vs theirs.”

These headlines are sure to catch attention and make prospects click to read your case study.

5. Include Customer Quotes to Increase Trust in Their Story

Writing a case study in your own words is like being a judge in your case. That’d be biased. 

So allow insights from your customers to make up most of the case study.

Doing so will build trust and make the case study believable for the reader.

Need a writer who can strategize and create case studies that win customers?

I can help you write an A+ case study that delivers on your goals. Get in touch.