Compelling Cases the case study specialists

Maximizing the PR Value of Your Customer Success Stories

Get our
Tip of the Month


Get more info

By Casey Hibbard; originally appeared in PR Tactics.

Put simply, PR is about powerful stories. And few business stories are more compelling than the ones about real-life customers growing their businesses, saving time and money, or doing business better as a result of your product or service.

We've always taken advantage of satisfied customers through the age-old testimonial. When customers put their names, faces and glowing praise with our products or services, it backs up our marketing messages. Nowadays, many organizations, especially technology and B2B companies, take the customer testimonial to the next level by creating detailed customer case studies or success stories. With a one- or two-page feature on the customer's experience, they use the story to earn credibility with prospects, partners and investors by posting them on their Web site, distributing them as sales collateral or pulling quotes for use in other materials.

Yet, organizations often don't exploit their case studies to their full potential in the PR process. In fact, there are increasing opportunities to leverage these stories in the pursuit of PR. Some practitioners even use case studies as their chief tool for story placement.

Post-Internet Bubble, Editors Increasingly Look to Case Studies

Though case studies or testimonials have long been valuable in marketing and PR, in the post-Internet bubble, these "true" accounts have perhaps taken on an even greater importance in PR, according to Judy Schramm, founder of JMR Consulting, which specializes in marketing for small software companies.

"So many editors were burned by writing about things that didn't exist that they now insist on having users willing to talk," Schramm explained. "A case study proves a user will talk and offers a preview of what they can expect. It's proof your company can deliver what it promises, which is confidence editors and customers need."

Schramm regularly uses case studies when pitching to editors. Publications realize the value of running stories that educate readers about true solutions. She noted that some trade publications even print case studies verbatim, if they're well written. Other times, they use them as a foundation for crafting the story using their own staff writers.

Trade Publications Create Sections Just for Success-Story Content

Many publications have even begun including regular sections for case study-type content and name them explicitly, "Case Studies," or more subtly refer to them by names like "CRM in Action" or "E-Business in Action." BtoB Magazine publishes an e-newsletter called Hands-On that features case studies about B2B marketing successes. These publications are always on the lookout for outstanding stories that they can either write themselves or run as contributed articles.

In most cases, your stories have multiple angles and potential target publications. For example, a case study on how financial software solved a problem at a manufacturing company could be targeted toward local, general business, general technology, financial and manufacturing industry publications. You can pitch it to various publications, each time with a different angle. Some companies even hold off on posting their case studies on the Web or printing them in an effort to preserve them as fresh news.

Follow Standard Journalism Style

As with any pitch, editors look for a unique angle and stories addressing a hot topic with their readers or industry. While big names are attractive, they aren't essential if you have a strong story. Follow standard journalism practices with heads and subheads, quotes and even Associated Press style. Keep the design clean and the story engaging.

Content-wise, editors want case studies that quantify results like sales or revenue growth, time savings, cost savings, personnel efficiencies and so on. They'd like to see hard facts about the featured company's needs and how the product or service met them. Back up each claim with as much fact and detail as you can.

Boost Your Chances for Industry Awards

Beyond direct pitching, case studies have other seldom-used PR applications as well. A CRM software vendor submitted a star case study to industry analyst Aberdeen Group for consideration in its annual "Top Ten CRM Implementations" list. The company was named to the prestigious list, which made news in dozens of publications.

While case studies may not be accepted for all awards or industry honors, it pays to look into opportunities like this—especially if you already have your best story written and ready to go.

Use Customer Stories as Content in External Newsletters

You might also consider recycling those success stories in your external newsletter. A large Denver-based data company has created an e-mail newsletter that entirely features its case studies. It's used as a resource to educate both current and prospective customers about how users integrate the company's products and services in their workflow. Each quarterly issue features up to 10 case study briefs on various products, each with a link back to the full case study and additional product resources on the company's Web site.

Or, you could consider simply featuring one customer implementation in your general newsletter each month. This accomplishes multiple objectives: you educate existing customers about ways others use the software—perhaps applications that they have not yet considered—and you create credibility in prospects' minds by showing the ROI of your offering.

Beyond these mainstream PR applications, you can extend your success stories even further. Pull selected testimonials out for use around your Web site or in collateral materials. Reprint shortened vignettes of the stories in a capabilities brochure. Package them into PowerPoint slide presentations that sales reps can easily insert into their presentations.

Or, come up with your own creative ways to use your star stories. But most importantly, make full use of your customer stories. You've invested the time and resources to create the case studies, and secured your clients' permission to use them. It's worth the time and effort to look for as many ways and opportunities to get the story out.

Top