B2B Case Studies: 9 Examples Driving Business Growth

b2b case studies


B2B case studies are more than just a storytelling tool; they’re a catalyst for business growth and client engagement. 

If you’re searching for examples to emulate, you’re in the right place. 

Great B2B case studies do more than just showcase success; they build trust, illustrate real-world applications, and provide valuable insights into how products or services can solve complex business challenges. 

In this article, we’ll explore some of the most effective B2B case studies out there. 

We’ll dissect what makes them compelling, from their narrative structure to the measurable results they highlight. 

And you’ll learn actionable tips to craft case studies that captivate your target audience and drive conversions.

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What Is a B2B Case Study?

A B2B case study is a powerful component of your marketing arsenal. 

It’s based on the principle of “show, don’t tell”. 

Instead of you telling prospects how great you are, you let your happy customers do the work for you. 

A case study presents a narrative that tells the story of how your business has successfully addressed the needs of another business. 

These stories are designed to engage your audience. They provide an overview of a particular challenge faced by a client, the solutions implemented, and the beneficial results.

Using B2B case studies provides social proof that asserts your credibility and establishes your brand as an authority in your industry.

This form of content marketing offers your prospective buyers a glimpse into how you could resolve their issues, as illustrated through the success of your past clients.

9 Case Study Examples to Follow


When you’re looking to craft compelling B2B case studies, you should examine what makes other examples stand out. 

In this section, we’ll outline a list of model case studies to guide you in developing your own marketing materials. By following these examples, your case studies will not only showcase past successes but also act as persuasive tools to win new business.

Let’s get started with the first one.

1. Sky-High Success: United Airlines’ data-driven customer engagement triumph


Here’s a case study about United Airlines’ approach to customer relationship management following its merger with Continental Airlines. 

It’s an example that exemplifies a great B2B case study for several reasons. 

  • First, it addresses a significant business challenge: Merging two large customer databases into one coherent system. The solution, a combination of data integration and enhancement for better customer segmentation, is not only technically impressive but also directly impacts the customer experience.
  • Second, the case study clearly demonstrates tangible benefits: Such benefits include increased revenue from converting non-members to members and improved email marketing efficacy. This demonstrates a direct link between the data management strategy and business outcomes.
  • Lastly, the case study is well-structured: It contains clear sections outlining the problem, approach, solution, and results, making it easy for readers to understand and draw insights from United Airlines’ experience.

Check out Axciom.com for more information. 

2. Revolutionizing efficiency: B&I Contractors’ breakthrough in documentation management


The B&I Contractors case study is another excellent example. 

It demonstrates how Project DocControl revolutionized B&I Contractors’ documentation process. 

The case study outlines the challenges B&I faced with document management, illustrating the real-world problems many businesses encounter. 

The solution, implementing Project DocControl, resulted in significantly improved efficiency, including a 40-50% faster documentation process. 

The case study excels in clearly presenting the problem, the implemented solution, and the tangible results, such as increased productivity and risk reduction.

This structure makes the case study relatable, instructive, and a great model for businesses looking to illustrate their success stories.

3. Spicing up operations: Li’l Guy Foods’ recipe for success with QuickBooks® enterprise


The Li’l Guy Foods case study showcases the transformative impact of QuickBooks® Enterprise Solutions on their business operations. 

Faced with the challenge of integrating sales, production, payroll, and accounting into a seamless system, Li’l Guy Foods turned to QuickBooks for a solution. 

The case study highlights significant improvements, such as a 40-50% increase in documentation speed and a $25,000 reduction in inventory costs, demonstrating the profound effect of the right software on efficiency and cost savings. 

This case study is a prime example for businesses seeking to optimize their processes and reduce overheads through smart technology solutions. 

Read the full case study for more details. 

4. Accelerating ahead: AutoProff’s journey to AI-powered vehicle estimations with DataRobot


The AutoProff case study details how they revolutionized vehicle estimation processes using DataRobot AI Cloud

Previously reliant on manual estimates, AutoProff faced scalability challenges. 

Implementing AI technology, they automated over 50% of vehicle estimates, enhancing efficiency and customer service. This shift allowed data scientists to focus on higher-level tasks and contributed to AutoProff’s European expansion. 

The case study exemplifies the transformative impact of AI in streamlining business processes and driving growth.

Also notice the brief summary at the start outlining the challenge, solution, and result. 

You can add a summary like this at the beginning of a case study to give the most important info upfront. So your prospects looking to skim don’t have to read the whole thing.

Read the full case study for more information.  

5. Squeezing value: How Ocean Spray harnessed AI for smarter spend analysis with ElectrifAi


The ElectrifAi case study is a great example for several reasons. 

First, it clearly defines a specific business challenge – managing unstructured and disparate procurement data. 

Second, the partnership between Ocean Spray and the implementation of AI technology is well-articulated, demonstrating a sophisticated solution to a complex problem.

The case study then quantifies the impact, highlighting a significant $2 million in annual incremental savings, providing concrete evidence of success. 

This structured approach of presenting a challenge, solution, and measurable results, along with clear and concise storytelling, makes it an excellent model for creating impactful case studies.

Read the full piece here

6. Ringing in success: Grace Bay Resorts’ cost-saving leap with AVOXI’s innovative solutions


The Grace Bay Resorts case study is terrific for its clear demonstration of a significant, quantifiable benefit: a 75-85% reduction in phone costs. 

This result is directly attributable to the implementation of AVOXI’s solutions, effectively showing the impact of technological advancement on operational costs. 

Also, the case study illustrates improvements in guest services, highlighting the positive outcome on customer experience.

Its concise yet detailed description of the problem, solution, and results, combined with real-world impact, makes it an excellent model for creating effective case studies.

Check it out here

7. Texting the future: IMpower Solutions’ game-changer with Avaya OneCloud CPaaS


Avaya’s case study is an interesting example because it uses the “feature article” format, rather than the traditional case study structure. 

Here are the main differences between the two:

  • Starting point: Traditional case studies typically begin with basic information about the customer, whereas feature article case studies start with an engaging lead that focuses on the customer’s challenge. 
  • Subheads: Feature article case studies use more descriptive subheads to draw the reader in, compared to the straightforward subheads (like Customer Background, The Challenges, etc.) used in traditional formats.
  • Storytelling approach: The feature article format tends to be more narrative and engaging, making the story compelling from the start.

Feature article case studies aim to engage the reader with a more narrative and captivating approach, starting with a strong lead and using descriptive subheads to maintain interest.

Read the full case study here

8. Double Your digital impact: How Clearscope skyrocketed Pipedrive’s website traffic in just one year


Clearscope helps marketers optimize their content for SEO and Google – important if you want to rank on Google and drive organic traffic. 

I use them myself and have found them to be an excellent service. 

The Clearscope case study stands out for several reasons:

  • The headline directly addresses a common challenge for marketers: Increasing organic traffic and conversions. This specificity in addressing a pain point makes the case study immediately relevant and engaging for its target audience.
  • The case study’s layout is designed for easy reading: It uses ample whitespace and incorporates quotes strategically. This approach makes the content scannable, engaging and conversational.
  • The case study uses social proof: Thousands of businesses use Clearscope to optimize their content and improve search rankings, which serves to build trust and credibility.

Clearscope effectively combines a specific and pain-point-focused headline, a reader-friendly layout with quotes, and strong social proof to create a compelling and trustworthy narrative.

9. Scaling new heights: Zip’s half-million dollar success with Intercom’s AI solutions


Here’s why the Zip case study is a great example from a writing and marketing standpoint:

  • The piece uses a clear and catchy title: The title summarizes the main benefit of saving money.
  • An executive summary is included: This provides an overview of the case, the background, the objectives, the approach, and the results.
  • The case study adopts a well-structured and organized format: The format uses headings, subheadings, bullet points, tables, charts, and images to present information in a visually appealing and easy-to-read way.
  • A compelling and engaging narrative engages the reader: A story is woven throughout about how Zip solved its customer service challenges with Intercom. It uses quotes, anecdotes, facts, figures, and examples to illustrate their points and showcase their achievements.

Check out the case study here

How to Write a B2B Case Study: 10 Tips for Success


Crafting a B2B case study requires attention to both content and presentation. 

It’s a strategic piece that showcases your customer success and aligns with your content marketing strategy, to potentially boost organic traffic and conversions.

Here are 10 tips from AWAI for writing your case studies. 

  1. Realistic results: Ensure the outcomes presented in your case study are believable and typical. Avoid showcasing exceptional or atypical results that may not be replicable for the average reader or potential customer.
  2. Comprehensive outcome reporting: Don’t just focus on the most impressive results. Include a balanced view by also mentioning average or expected outcomes, lending more credibility to your case study.
  3. Authentic customer quotes: Use direct quotes from the customer wherever possible. You can edit these for clarity or grammar, but the original words add authenticity to your case study.
  4. Relevant problem solving: Center your case study around a problem that is likely to resonate with your target audience. Choose issues that are commonly faced and relevant to the readers.
  5. Detailed solution description: Be thorough in explaining all products and services used in solving the customer’s problem. Avoid surprising new customers with unexpected costs or requirements.
  6. Before and after analysis: Provide clear and quantifiable metrics showing the customer’s status before and after using your product or service. This helps illustrate the impact more tangibly.
  7. Specificity and detail: Be as specific as possible in your descriptions. Instead of vague statements, use detailed figures and explain exactly how results were achieved.
  8. Evidence for claims: Back up every claim you make with solid evidence. This is a fundamental principle in persuasive writing and adds weight to your case study.
  9. Update your case study: Consider updating your case study after some time to show the long-term benefits and ongoing impact on the customer. This demonstrates the sustained value of your product or service.
  10. Focus on a single story: Stick to one main theme or story in your case study. Avoid complicating the narrative with multiple themes, which can dilute the impact of your central message

Unleashing the Power of Your B2B Case Studies

You’ve seen how impactful B2B case studies can be for your business.

Now, it’s your turn to take these insights and create your own success stories. 

Start by identifying a customer journey that reflects both the challenges faced and the solutions your business provides. 

Remember, your case studies are more than just narratives; they’re the bridge connecting potential clients to the tangible results your services can achieve. 

As you craft these stories, try to capture your client’s story in a way that’s relatable—this is what transforms a good case study into a great one. 

Your next step? 

Begin with one client, one story. 

Use the examples above as your guide and watch as your case study becomes a powerful tool in your marketing arsenal. 

Frequently Asked Questions

Here are some common questions about B2B case studies.

Why use B2B case studies?

You use B2B case studies to showcase proven success stories with your products or services. These narratives foster trust and credibility among prospective clients by illustrating real-world applications and outcomes.

What are some best practices for documenting B2B case studies in a PDF format?

To effectively document B2B case studies in a PDF, you should aim for a concise format that is easy to digest. It’s a good idea to include a one-page summary and ensure that the document is visually engaging, with distinct sections for the problem, solution, and results.

Which B2B businesses use case studies?

A wide range of B2B businesses, from SaaS providers to manufacturing companies, use case studies as part of their marketing strategy. They serve as persuasive tools to demonstrate to potential buyers the tangible benefits and proven track record of their offerings.

What distinguishes a compelling B2B sales case study from its counterparts?

A compelling B2B sales case study is one that not only details the process and results but also tells a story that resonates with the target audience. It should position the client as the protagonist who overcomes challenges through your solution, as described here.

How do B2B and B2C marketing case studies differ in their approaches and outcomes?

B2B marketing case studies differ from B2C in that they highlight the logic and ROI of the solution and usually involve a longer decision-making process. In contrast, B2C case studies often focus on the emotional satisfaction and personal benefits of the product or service for individual consumers.

Your Next Step…

You can use case studies as part of your next content calendar. Drop your email in the box below and you’ll get access to a free PDF showing you how to create a full content marketing calendar in 10 minutes using the power of AI.