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Easy Ways to Use Video in Your Sales Process, Today

3 min read
Updated Aug. 25, 2021
Published Nov. 8, 2017

We’ve all had that feeling: you see data about the latest sales tactic or trend that’s yielding massive results, you start to get excited and find ways you could use it in your own sales process, only to find out that you have to wait months to get the right tools or software in place before you can execute.

Video is often viewed as one of these tactics that has significant barriers to entry. But while video is still new to the sales industry, it’s something that can (and should!) be employed by sales organizations today. Not in a few days or weeks. Today! All you really need is your webcam and some creativity. We’ve written about a number of video tips before, twice actually, but today we invited Salesloft AE Jordan Arogeti to explain two simple ways you can start using video in your sales process right away.

If you’re a Salesloft user, you can take advantage of our seamless Vidyard integration right in the platform to start standing out from the crowd and delighting your customers.

For all the details, here’s Jordan:


Jordan Arogeti here. Today I’m going to talk about how I use video throughout the sales process. In any modern sale, using a variety of touches in your cadence helps cut through the clutter. Video sparks connection, both by adding value and a human connection, often missing in the sales process. With video made easier than ever, I’m going to share with you two ways that I inject video to help make a strong impression.

My first step involves using video in your prospecting strategy. When you’re competing for the initial attention of prospects, phone and email may not be enough. The issue that many sellers run into is not being able to send personalized video at scale. We love using Vidyard, an integration that works directly in the Salesloft platform that allows us to send quick custom videos. What I love to do is to pick up a whiteboard, write my prospect’s name on it, send them a quick video. That’s going to help me stand out from the rest of the crowd. I can also reference this video in phone calls and emails to help align communication.

Moving slightly further down the funnel, my second tip has to do with the delighting potential customers through the sales process. After our first or second call, I’ll often send a video that helps recap some of the benefits that we’ve shared. We have found that people are more likely to watch a video than sort through a long email. Not only is it memorable, but it leaves a takeaway for prospects to review and share internally. It also lets me see what portion of the video my prospect is viewing, so I can focus on those areas during my next call.

Thanks for watching. I hope you’ve learned a few tips to help spice up your daily conversations using video. As always, happy Lofting.