Grata is a leading deal sourcing platform designed to help M&A professionals source high-potential investment opportunities through an AI-powered search. With capabilities to find, research, and engage with middle-market companies, Grata provides a competitive edge for investment banking, private equity, and corporate development professionals.

One of the top channels Grata uses to bring in new business is their website, where they showcase the success their current customers experience using the platform. But when it came to identifying potential subjects for new case studies, Grata faced major hurdles. Traditional methods, like incentive programs, failed to deliver results. As Will Boyle, the Vice President of Marketing at Grata, notes, "Before Peerbound, we struggled to find the right customers to approach for testimonials." This led to a sluggish process for the marketing team.

Choosing Peerbound

Grata looked into a few options, including UserEvidence, but found Peerbound’s approach to identifying advocates superior. "Peerbound stands out with its ability to find passionate advocates without the need to create, send, and analyze survey results," Boyle explains. Additionally, Peerbound’s end-to-end process, from identification to approval and asset creation, proved to be incredibly efficient for the Grata team. "Against the alternatives, I rate Peerbound a 10 out of 10 due to the seamless process of identification to approval and asset creation all in one package. It’s incredibly streamlined.” 

Finding Advocates without Lifting a Finger

Grata's collaboration with Peerbound marked a turning point. Peerbound’s always-on AI listens to customer interactions and analyzes the tone and language used by customers to identify potential advocates. Boyle highlights this as a key benefit: "Peerbound’s ability to passively listen and use AI to measure how much our product impacts customers is far better than traditional methods like surveys."

This intuitive system allows Grata to easily identify their most enthusiastic customers, streamlining the important first step of the case study process.

Generating More Stories, Faster

"In just a few months, we had three case studies approved and two more awaiting approval," Boyle recalls. With a better way to find advocates and compose stories, Grata has expanded their library of customer testimonials available to share with their sales team, on their site, and more.

"Our sales team loves to present a customer testimonial to prospects whenever possible. Having more case studies for different use cases helps sales tailor their approach to each prospect," Boyle notes. With diverse and relevant testimonials readily available, Grata’s sales team gained a powerful tool for converting prospects into customers.

More Breadth, Better Conversion

Between the ongoing stream of potential advocates plus the ability to compose customer stories in minutes, Peerbound is helping Grata unlock and amplify the voices of their happy customers across sales collateral, social assets, their website, and more. "Social proof and diverse testimonials are vital for converting prospects on our site. Peerbound helps us clearly articulate use cases through our customers' voices," Boyle explains. 

“Building up this diverse set of customer testimonials is integral to us converting prospects, so the value of Peerbound is pretty clear,” said Boyle, “I highly recommend it to anyone in my field; it's a game changer.” With a steady stream of potential advocates and a website filled with compelling customer stories, Grata is able to attract more inbound leads and increase conversion rates, further accelerating revenue growth using the voices of their customers.

Grata's Customer Stories in the Wild →

Edgemont, Recognize, Pineland Capital Partners, SDR Ventures, LFM Capital