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When you create a new customer story, do you typically do an enablement session for the sales team? Or just send it out in an email? I've found our team tend to skim emails or don't take in the info about new stories
I typically announce them via a Sales Slack channel and give a TL;DR summary and "3 Reasons You Should Use This Case Study Now" with three bullet points about the value/use case shown in the customer case study. This makes it so they don't have to read the entire story up front, but can determine whether it is useful for a current customer or prospect.
We have a little distribution template so we put it in a variety of places:
• Case study slide that Sales can pull into slide decks
• Slack post in the Sales team channel with bullet point overview
• Email to Sales & Account Management teams with bullet point overview
• Reminder in bi-weekly readout of recently published case studies
+1 on Slack channel updates with bulleted overview. And sharing via email with individual sales teams.
I like to use a Slack Block Kit builder for announcing case studies, so there are clickable buttons and the message doesn't get lost with a ton of other messages in Slack. This is my . Pro Tip: ChatGPT can write the JSON needed for building Slack Block Kit messages - this has been SUCH a timesaver for me 🙂
WOW. that's amazing, Grace!
@Grace Corey any suggestions for where to find a short tutorial on how to use Slack Bot? thank you!
@Amy This is a short slide deck that I've presented on using AI to build block kits!
thank you- such a GREAT concept! I especially love the '3 reasons why'....hope you don't mind my stealing that!
This is amazing! I've been copy/pasting my customer story sharing template for far too long!!!
Thanks all!
So I currently do an email with bullet points about why this may be useful to them, plus a link to the reference slide, the actual case study, and even a link to our social sharing platform.
We unfortunately use Teams, and people don't tend to create groups to send out info on there.
Maybe it's the lack of Slack!
I also used to join Sales + CS calls on a monthly basis with a "Customer Proof Round-Up" to showcase new content. I used to see a good uptick in usage after those calls 🙂
Oh good!! Yeah I think I'll have to do that.
At a previous company I'd do an enablement session with the dedicated customer success/customer account manager so they could share more detail (plus it showed collaboration)