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Overview

Your customers can serve as your best advocates, and having testimonials and case studies available in various industries will help sales reps have tailored conversations with any potential buyers. Build a library of case studies that showcases all of your use cases, industries, company types and most importantly, how your product has helped your customers succeed.

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With this template, you can use the form view as an intake method–your clients can answer all of your questions, share their stories and testimonials, and rate your product. The information will automatically sync to the Questionnaire Responses table. You can finesse this into case study content in the Customer Stories table. As an added benefit, you can even create case study one-pagers with the page designer template, with pulls in fields from your base that you can format further to create beautiful designs.

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