Guide
How to Write a Case Study That Builds Trust For Your Business
Salesforce’s guide explains how SMBs can use case studies to build trust and win deals by showing real customer results. A case study tells the journey from challenge to solution to measurable outcomes, arming sales with proof and addressing objections. The process: define objectives, pick the right client, gather data and quotes, structure the narrative, draft plainly, add visuals, review/approve, then publish and promote across channels. Recommended tools include a CRM, simple design and writing apps, data and video tools. Avoid bloat (unclear focus, too many stats), missing customer voice, and poor formatting. Maximize impact by promoting widely, spotlighting testimonials, updating results, using SEO, and leveraging AI.