CASE STUDY
Customer Insights
Deconstructing complex systems into a captivating sales presentation
Evolving beyond “I see what you mean” to “You see how I feel.”
Role
Creative Direction, Narrative Strategy, Presentation Design, Deck Authoring
Delivery
PowerPoint deck, Templated slides, Video
Challenge
Seller feedback from business decision-makers revealed a key adoption barrier: they struggled to see how Customer Insights translated their data into immediate value—making it hard to justify the investment.
Brief
Revamped the story and design of the D365 Customer Insights sales deck to boost engagement, clarity, and scalability across industries — making customer data instantly more relatable, meaningful, and actionable.
MAKE A
FRAMEWORK INSIGHT
To spark engagement, we evoke a relatable feeling: the silos of data converging into an atom symbolizes both the frustration of chaos and the relief of clarity — while reinforcing data as the atomic unit of their business.
Working closely with sellers and engineers and PMs, we sought to
Bridge the Gap
Research
By mapping existing storytelling artifacts to our research-based framework, we uncovered clear, actionable, and measurable gaps—guiding ideation and streamlining development.
Ideation
We partnered with sellers and technical specialists to identify unclear messaging, craft simplifying metaphors, and develop engaging video elements that complemented editable deck elements.
Adding strategically aligned visuals throughout and a human story to the intro, we captured attention early with sellers reporting noticeably higher audience engagement using the new artifact.
Here’s what we delivered
In delivering the polished slide deck, we identified a gap in the legacy sales deck, opening with a scene of a road with fading visibility: a relatable feeling to earn attention quickly.
Animated builds and transitions elegantly glide viewers through the story with intentional rhythm. Color-coded chapters move viewers from trust (blue) to support (purple) to success (brand colors).
Simplified technical content with consistent visuals and rich, customizable video backgrounds deliver a polished experience with field-tested impact.
FRAMEWORK INSIGHT
Accentuate stories that highlight customer support, with flexible solutions that offer a helping hand along their digital transformation journey.
With an average of less than 4 hours to put together a sales presentation, we ensured easy customization, with rich 3D video backgrounds that worked in tandem with easily editable elements that allowed each seller to tailor it to their specific industry, giving them control without losing quality.
Testimonial
“I notice that I am just more energized delivering our pitch with these great assets. This is contagious and gets my audience more excited.”
— Tom Plewniak, Senior Technical Specialist, Microsoft
