Win more deals by sending case studies at critical points of the sales process


The main blocker of closing a sales deal is usually trust. “Will this solution really work? Is anybody else using it successfully? How does it work in real life?” are questions risk-avoidant customers usually ask themselves to avoid needing to change.

And the number one way to remove these doubts is cases studies!

If you’re not sending case studies at critical points of your sales process, you’re blocking your own chances of closing the deal!

But if you don’t have case studies, or if you struggle getting your salespeople to remember to send them, this solution will help! It will automatically either remind your salespeople to send case studies at just the right time, or automatically send them for you!

This will make you win more deals!

Solution expert: Yusuf Young

SKU: 2301272357 Categories: , Included in License Cost: Standard, PremiumTechnologies: Sharpspring, FunnelBud FlexResults sought after: Automate sales processTypes of solution: Setup

What this solution gives you:

  • One or more automations that sends the right case study to the right customer at just the right time.
  • Alternatively, a task added for the salesperson, with a template including a case study they can send. (Only for FunnelBud Lead Gen & CRM)
  • A notification when your customer reads the case study, so you can follow up at just the right time!

What we will do:

This is a consultation and implementation where we will discuss key triggers in your sales process that can increase the chances of closing a deal.

Based on that, we will suggest 1-3 critical points where a case study will be sent to your customer.

Then we will implement it for you in the system.

The rules and case studies sent will be highly specific to the products you are offering to the customer.

If you don’t have case studies or need more, we will connect you with our partner Top of Heart, a leading customer loyalty and referral sales firm, to produce them for you.

3-10 key training moments that will really make a difference, and together with you record small “micro-training” videos that can train your salespeple.

Afterwards, we will build this into your CRM, and automate the sending of these training videos to your salespeople if they miss critical elements of the process in their deals.

Task with email templates reminding salesperson to send case studies

Cost to implement:

  • Consulting: Understand your sales process, understand where the critical training needs are, and how this fits into your sales process in the CRM.
  • Solution recommendation: We will propose which automations will trigger which case studies to be sent or tasks to be created at which points.
  • System implementation: We will implement the tickboxes and automations that sends out the training videos to salespeople in your CRM system.

Standard and up:

  • Consulting and solution proposal: $900
  • Implementation fee: $0
  • Ongoing Support & Maintenance fee: $0

Basic or down:

  • Consulting and solution proposal: $1400
  • Implementation fee: $500
  • Ongoing Support & Maintenance fee: $50/m

Yusuf Young

About the Author

Yusuf helps companies use Marketing Automation to grow B2B sales. In his role as a Marketing Automation consultant implementing systems such as HubSpot and Salesforce, he discovered the need for better services at a lower cost. Today, he runs FunnelBud to make the fruits of sales and marketing technology available to businesses worldwide.


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