Customer Win Story

Use this customer win template to share information about how a customer came to purchase your product with the rest of your team.

Crafted by
Kumail Mukadam
Director, Revenue Operations
at
Guru
Claroty
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"This template enables us to provide the entire go-to-market team with the more anecdotal context, and dive deeper into "why" we win to help contextualize key wins."

Kumail Mukadam
Director, Revenue Operations
at
Claroty
Guru

How to use this Card template

Winning a customer is a big deal for any company. There are plenty of steps in the process between wooing a prospect with marketing and creating a brand advocate out of a customer. We know that it takes a lot of teamwork to make this happen, so why not record that teamwork to share with your company?

This customer win template is perfect for sharing information about how a customer came to buy your product. Fill in the blanks and provide your team with learnings on your challenges and your wins throughout the process, and help improve your entire customer lifecycle in the process.

How this template can help your team:

  • Sales: Give your sales team an effective example on how your team can work with prospects and learn from these examples to improve their sales processes.
  • Marketing: Your marketing team can use a customer win story like this one in order to best position your product, enable your sales team with the right content, and make changes to your marketing and sales processes in order to provide a better prospect experience.
  • Customer Success: Empower your CX teams with the background knowledge they need on their customers and ensure that the customer experience stays consistent throughout their journey.


Customer Win Story

Use this customer win template to share information about how a customer came to purchase your product with the rest of your team.

Crafted by
Kumail Mukadam
Director, Revenue Operations
at
Claroty
Guru
Add Card to Guru
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What's a Card?
A Card is a bite-sized piece of information to help answer your team's questions.
Here's why bite-sized is best.