Build customer evidence at scale: the GTM power of Ask Revenue AI

Turn your sales conversations into high-impact case studies using AI. Revenue.io makes it easy to extract customer quotes, KPIs, and outcomes from calls and emails to create ready-to-use narratives for marketing, sales, and board decks.

What if you could turn your best customer stories into compelling case studies?

This use case started as a hidden gem inside the platform until CS and Marketing teams discovered its power.

Now, it’s one of the most popular ways teams extract proof points, quotes, and outcomes directly from conversations, without having to chase down reps or wade through Salesforce fields.

The best teams can now generate long-form, board and website-ready customer evidence with a single prompt straight from the source.

Conversations Are Case Studies in Disguise

Every deal your team closes contains the DNA of a great case study:

• A compelling before/after transformation
• Real data on pain points and KPIs
• Customer quotes and executive sentiment
• The story of how your product created impact

But most of that gets buried in your tech stack, scattered across recorded calls, activity logs, Salesforce fields, and follow-up emails. And by the time Marketing goes to write a case study, you’ve lost the thread.

Not anymore.

How It Works: From Raw Calls to Narrative Case Studies

Using Ask Anything inside Revenue.io’s Conversation Intelligence platform, you can prompt AI to generate a narrative case study from a single conversation or an entire account.

Example Prompt:

“Write a compelling case study in this format: Headline, Customer Background, The Challenge, The Solution, The Results, Customer Quote, and Conclusion.”

The system instantly analyzes the conversation (and optionally all activity across the account) to pull:

• Salesforce fields and key metrics (e.g. ARR, industry, stage)
• Call highlights and coaching moments
• Direct quotes from champions and buyers
• Deal progression timelines and risk inflection points
• All relevant email and meeting activity

The result? A near-ready narrative case study built from the real voice of the customer.

Ask Revenue Case Study Query

The “Ask Anything” Engine Doesn’t Stop at One Call

This isn’t a one-call magic trick.

Revenue.io can analyze:

• Every call ever made with the account
• All emails and SMS conversations
• Salesforce opportunity history
• Call scoring and coaching annotations

It compiles this context to generate case studies with precision, including metrics, timelines, and behavioral patterns that normally take hours to uncover manually.

You can even refine the prompt:

“Make this a one-slide customer win story for a board deck.” “Summarize the top 3 value points this customer called out in the last 6 weeks.” “Highlight product stickiness based on behavior since renewal.”

Case Study = Competitive Advantage

Top GTM teams don’t just collect success stories. They activate them. And the prompt acts as an AI Agent.

Case studies are not just marketing assets. They’re:

• Sales enablement tools
• Board-level proof points
• Recruiting differentiators
• Product feedback loops

Now, you can create them on demand directly from the source.

Ready to Build Your Own?

If you’ve ever thought: “We should write a case study about that customer…”

Now you can do it in minutes, not weeks, with much less back and forth and digging for quotes and data points.

Just ask.

Explore the Revenue.io Product Tour Library to see this in action and discover how AI is changing the way teams coach, sell, and scale success.

This edition was curated and written by Chase Schardt, Marketing Manager at Revenue.io.

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