How does it work?
Case Study Matcher finds the right customer proof for any deal scenario. Ask questions like:
Find case studies for a mid-market healthcare company focused on reducing support ticket volume?
What customer stories do we have for financial services companies in EMEA?
Show me references for companies that implemented our platform in under 90 days?
Which case studies mention ROI or cost savings metrics?
Do we have any manufacturing customers who started with a pilot program?
Find customer quotes about ease of adoption for a non-technical buyer?
What proof points do we have for companies with 500-1,000 employees?
The Agent returns ranked matches with outcomes, quotes, and links—so you can attach credible proof to your next email or call without waiting on marketing.
Who uses Case Study Matcher?
Case Study Matcher is built for revenue teams who need to prove value with real customer evidence:
Account Executives tailoring proposals with industry-specific proof points
Sales Engineers backing up technical claims with relevant implementation stories
Business Development Reps adding credibility to outreach with matching customer wins
Sales Leaders ensuring reps have the right references for strategic deals
It's especially valuable when entering new verticals or pursuing enterprise accounts—where buyers expect to see proof from companies like theirs before moving forward.
How does Case Study Matcher use your Knowledge Base?
Case Study Matcher searches across your connected sources—including Google Drive, SharePoint, Confluence, Notion, and other repositories—to find customer stories that match your prospect's profile.
Searches case studies, customer decks, and win reports for industry, company size, and use case matches
Pulls relevant outcomes, metrics, and customer quotes
Surfaces shareable links to approved materials
Ranks results by relevance to the buyer's stated goals and challenges
Because the Knowledge Base syncs continuously, you're always pulling from the latest approved customer stories—no outdated stats or retired case studies.