Testimonial Hero Expands Customer Story Service Offerings with Acquisition of Case Study Buddy


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Dan Johnson
Head of product, Caleb & Brown

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✔ 100% of calls analyzed

Testimonial Hero has acquired Case Study Buddy to continue its expansion into written case studies for B2B marketing teams.

BOSTON, MA, USA, March 22, 2024 /EINPresswire.com/ --

Testimonial Hero, the leader in creating strategic customer stories to help B2B companies close deals faster, has acquired Case Study Buddy to continue its expansion into written case studies and gain further market share for their core video testimonial service line. The acquisition empowers both customer sets with additional customer content capabilities, helping marketing leaders identify, create, and share essential social proof in written and video form to build trust with prospects.

"Testimonial Hero has mastered the art of making world-class remote and on-site testimonial videos effortless, and we’re thrilled to further expand our reach into written case studies, the other major pillar of B2B customer stories,” said Sam Shepler, founder and CEO of Testimonial Hero.

Through video and written customer stories, Testimonial Hero aims to streamline the process of capturing and sharing customer success stories across multiple channels, helping B2B companies build more pipeline, handle sales objections, and ultimately close deals faster.

Case Study Buddy has long been viewed as one of the leaders in B2B customer storytelling, particularly for written case studies—and counts HubSpot, Docebo, GHX, and 173 other leading brands amongst its impressive client list.

“Since our inception 8 years ago, we’ve strongly believed that customer stories ought to be strategically told, customer-centric, and deployed to their fullest potential across different channels and media. This acquisition will make that mission easier for both client sets to accomplish than ever before,” said Joel Klettke, founder of Case Study Buddy.

Testimonial Hero has mastered the art of making world-class remote and on-site testimonial videos effortless, and we’re thrilled to further expand our reach into written case studies

— Sam Shepler

For more information about Testimonial Hero and its expanded service offerings around both video and written customer stories, please visit testimonialhero.com.

Sam Shepler, CEO & Founder @ Testimonial Hero
email us here




Dan shares on:
🤖 Time savings through AI:

Brokers no longer need to spend hours each week tagging conversations manually and adding notes after each call—ZRA does all that for them. 

During customer calls, brokers, salespeople, and customer success agents can easily see AI-generated notes from previous interactions and continue the conversation, whether it involves offering the customer more information about a particular token or solving a simple troubleshooting issue like two-factor authentication. 

Using ZRA has streamlined customer processes, from sales to customer service calls to onboarding. “When we go through a customer onboarding process, we need a lot of information from the customer to remain compliant,” Dan explains. “With Zoom Revenue Accelerator, our onboarding team can easily see what’s been collected and what’s missing.”

After each call, ZRA will automatically create a summary and generate a list of the next steps to complete the onboarding. “Our onboarding team can now save time. When engaging with a customer, they can focus and prioritize that customer conversation.” 

📊 Using intelligence to guide business decisions:

With automatic, AI-enabled insights into customer calls, Caleb & Brown now uses the intelligence gathered from conversations to guide business decisions. “When we want to start a new customer acquisition campaign or explore a new business line, we have insights into what matters most to our customers,” Dan says. “We can adjust our acquisition strategy and the key messages we use in our comms to match what we see.”

ZRA makes data sharing between teams easier, so brokers can share customer feedback with product and engineering teams—something they couldn’t do easily before. “In the past, it was quite clunky to pull a clip or audio file to share with other teams. Now, they can easily search through transcripts and provide those snippets as text snippets. It’s been a huge improvement to our workflow,” Dan says.

🔐 Security and compliance:

The enhanced collaboration—furthered by the adoption of Zoom Chat and Zoom Meetings—has also improved security. Teams can communicate faster and use ZRA to share data and call recordings to identify bad actors and confirm client identities quickly.

"Our teams can look at the data and make sure the voice and conversation style matches previous conversations. The auto-generated transcript that ZRA provides makes it much easier to search previous conversations." — Dan Johnson, Head of product, Caleb & Brown

In addition to tightening security, ZRA has made it easier for Caleb & Brown to track potential compliance issues and conduct quality assurance.

💯 Eliminating latency issues:

Along with ZRA, Caleb & Brown adopted Zoom Phone.

As a distributed company with global teams, it was important to ensure that distance didn’t impact customer experience. According to Dan, their previous provider “had significant latency issues and delays in the conversation. It made conversations quite disjointed and felt very unnatural.”

Switching to Zoom Phone solved those issues, and with the seamless integration of ZRA, they’ve gained data analysis capabilities they didn’t have before.

⏰Saving months and years of work:

Since they’ve started working with Zoom Phone and ZRA, Caleb & Brown has gathered valuable data from every single customer call. “Previously, only a fraction of those calls were analyzed and reviewed. Now it’s 100%, and our team doesn’t have to do anything—the software does it for us. It’s quite magical,” Dan says.

This analysis has led to significant time savings and given the team a deeper understanding of their customers.

“Understanding those conversations and what topics matter most to our customers at scale has been absolutely phenomenal. We can’t put an exact number on it, but days, months, years of work have been saved.” —Dan Johnson, Head of product, Caleb & Brown

🧾 Salesforce & Zoom Contact Center:

Caleb & Brown have gotten so much value from Zoom Phone and ZRA that they’ve expanded their Zoom ecosystem.

One such integration involves Salesforce. ZRA integrates directly with Salesforce, which means agents no longer have to spend time searching for the information they need. When a customer calls, their profile pops on the screen, allowing agents and brokers to swiftly navigate through that customer's data for additional context for a particular request. “If a customer wants to update their address, for example, the agent can click see and change that information directly in Salesforce. The useability is phenomenal,” Dan says.

Another addition is Zoom Contact Center, which provides a better way for the global support team to service customers. Rather than having support team members to have unique phone numbers, they leverage intelligent routing to streamline call volume through a single phone number. This capability makes reporting much clearer, as it's easier for leadership to understand the types of conversations being had and who is having those conversations.

With so many solutions to offer, Zoom enables Caleb & Brown to improve productivity, know their customers better, and get deeper deal insights to drive more revenue.

One of the biggest benefits of working with Zoom is their complete product line. Having one provider that you can go to for many solutions makes things quite easy.” —Dan Johnson, Head of product, Caleb & Brown

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