Turn your happy customers into stories sales can use.
Customer success is the first team to know when a customer gets results, but that knowledge usually stays in a call note. CaseMagnet AI catches that moment and turns it into a case study with one interview link; sales and marketing get ready-made proof.
Sound familiar?
Results stay in notes
The customer says "this really helped us" on a call; the sentence stays in a CRM note and never gets published.
Sales keeps asking for references
Calling the same few customers into reference calls again and again wears out the relationship.
You don't want to burden customers
Asking for a long call is a hard favor, even in a relationship that's going well.
How it works
- 1
Catch the right moment
A high satisfaction score, a renewal or a first concrete result: that's when to send a short interview link.
- 2
Without burdening the customer
A few questions, whenever they like, on their phone. At most two reminders, and every email has a "don't send again" link.
- 3
Proof moves to sales
Approved stories show up for sales on the wall, in the proposal PDF and in Story Finder.
Highlights for customer success
Interviews that start with NPS
On Starter and above: your customer first gives a 0-10 score. Those above your threshold go on to the interview; those below leave private feedback for you that is never published.
Automatic wall rule
Set an NPS threshold; completed stories above it join the wall on their own.
Approval and control
Pre-publish review is on for new accounts; your customer also approves the story from a single link.
Notifications
Email or Slack notification when a new story is ready, so sales hears about it right away.
Example flow
- 1After quarterly business reviews, you send an interview link to customers who said they were happy.
- 2The customer first gives an NPS score; high scorers go on to the interview, and feedback from low scorers comes only to you. Approved stories join the wall.
- 3The sales team sees the Slack notification and sends the story to similar prospects.
This is an example of how it can be used, not a real customer's result.
Related guideCustomer interview questions and a free question generator