7 Reasons to Use Video and Infographics In Your Sales Process

Sales🕑 Reading Time: 9 Minutes

Using videos and infographics to close deals is a revolutionary way to transform your company’s sales cycle into a captivating and effective sales experience. While these digital sales tools might seem novel, the effectiveness of leaning on visual sales strategies has been around for a while.

According to a research study posted by Eye and Brain, a peer-reviewed, open-access journal, all primates, including humans, are highly visual creatures.

I know, maybe not the most flattering statistic.

But studies also show that humans are 90% visual beings and that we process visual information almost 60,000x faster than text.

What does that mean? It means that if you and your company are still using text-based communication then you are missing out on an incredible opportunity to scale your business, revolutionize your sales processes, and surpass your sales goals.

The Importance of Visuals for Improving Visibility, Engagement, and Conversions

It is increasingly evident that B2B sales tools such as videos and infographics are essential for SaaS companies to incorporate into their virtual meetings and interactions. Using these tools helps to energize customer interactions and increase customer satisfaction, even in a remote setting. With ever-evolving technologies and sales strategies, it is important for businesses to use visuals to make the best impression possible with prospects.


Videos can instantly add value to any remote sales interaction. By utilizing video-based tools and messaging platforms, businesses can significantly improve the quality of their communications with customers in a way that is much more engaging than text alone.


Similarly to videos, infographics can drastically improve the engagement levels of remote communication and interactions. A visual medium stands out from traditional text communication by creating an enriching experience between the company and the customer.

Videos and infographics come with a variety of benefits for sales teams and these qualities make videos essential remote selling tools for any SaaS team that has ambitions for scaling up the effectiveness of their company.

Today, we are going to be looking at 7 key reasons why including visuals in your sales process will help you engage more customers and close more deals.

1. Introduction Videos Build Personal Connection

Videos have revolutionized the B2B remote sales process, allowing buyers and sellers to connect on a personal level for greater trust and credibility. With video technology in their toolbox, sales reps now can create meaningful customer relationships – no matter how far away.

The power of personal connection was revealed in an experiment by the Journal of Experimental Social Psychology, which found that face-to-face requests were far more successful than emails when it comes to producing positive results. In fact, the likelihood of success with an interpersonal request was 34 times higher!

Companies are depriving themselves of a critical chance to not only generate more business but also reinforce loyalty with their customers by failing to utilize video-based communication, including virtual sales meetings.

Some Messaging Services to Try

Dubb enables sales teams to take their communication game up a notch with the help of video. It’s a great remote selling tool that seamlessly brings together text and visuals, helping organizations achieve more connections, conversations, and conversions in one go. Dubb also makes it easy for users to insert vivid visual content into emails or social media posts to boost engagement.

Loom is a powerful tool for strengthening connections with colleagues, customers, and prospects. With its screen recording feature, users can easily capture their thoughts on video in an asynchronous format, providing greater engagement than traditional email or text-based communication alone.

Vidyard helps sales and marketing teams take their strategies to the next level with an extensive suite of features, apps for integration, and a user-friendly interface. From video communication pros to those just getting started in this realm, Vidyard guides its users to success.

2. Videos Maximize Time and Efficiency

Video Help With Time-Management

Technology offers modern sales professionals an invaluable advantage: the ability to communicate with customers quickly and effectively without ever leaving their homes.

Video recording capabilities allow remote sellers to make presentations, record messages, or engage in lengthy customer interactions – all from anywhere. By utilizing this convenient medium of communication for acquisition purposes, business owners can maximize both time and efficiency by reaching out to more potential buyers on a regular basis.

The effectiveness of remote selling tools like videos has also been backed up by research: according to a survey conducted by Wyzowl, 81% of businesses said that video has helped them save time when communicating with customers.

Videos Optimize Remote Interactions

With access to digital technologies, remote sales teams are able to instantly provide a more immersive experience for buyers–presenting products in detail and providing additional materials without requiring an in-person gathering. This not only leads to quicker resolutions but also boosts customer satisfaction through greater interactivity.

Below is an example of a company that has put this reality into action.

Shine Interview is a platform that offers video communication as a way to eliminate tedious interviewing processes. Acknowledging how useful videos can be in saving time and increasing efficiency, Shine provides one-way interviewing, live video interviews, video introductions, and more. Their data suggests that over 40 minutes per interview is saved and that 9/10 users respond better to their video offerings.

3. Explainer Videos Supply Confidence About the Product

With around just eight seconds to capture a person’s attention, video is quickly becoming the most powerful tool for capturing and retaining viewers’ awareness. Consumers today value convenience – including concise communication tools – which explains why video has become so widely used as an effective way of conveying information in a visually appealing manner.

An extremely effective way to give your prospects confidence about the product that they are considering purchasing and improve the overall customer experience is by providing an explainer video.

Videos help build trust among customers by showing them your brand’s story. Additionally, customers want to feel that they have researched the best deal and found a product that best suits their needs. By providing informative and persuasive video content, brands can show customers why they are making the right choice when selecting a particular product or service.

This in turn can help drive sales.

4. Videos Reduce Cost

No More Travel Expenses

Before the pandemic, sales processes for SaaS companies could be costly and time-consuming. Now remote selling offers a cost-effective solution to expand your reach and engage with potential customers – all it takes is an innovative strategy utilizing video conferencing software.

Remote sales tools, like videos, not only cut down on travel expenses but also help to keep products and services up to date as well. Embracing this digital revolution could enable your SaaS company to reach remarkable success with little financial pressure.

Unlocking a Global Audience

Videos are becoming a must-have for remote sales teams, enabling them to craft effective content with minimal effort and expenditure. Investing small amounts of effort into visual material can yield large dividends, as it has the potential to reach hundreds with just one execution.

In a report about this very topic, The Social Shepherd reported that 78% of marketers say videos helped increase sales, which translates into more money saved for the company.

Remote selling allows businesses to expand their reach, connecting with customers beyond the boundaries of their local market. This provides immense potential for improved efficiency, reduced costs and better customer service – no matter where you are.

5. Sales Process Infographics Help Teams Collaborate

Especially for new members of your remote sales team, the sales cycle can often be a confusing and obscure process. But with descriptive and well-designed infographics, sales teams are better able to understand the processes and steps necessary to convert a potential customer into a paying customer.

One example of such infographics is a sales cycle flowchart: a document that outlines the processes that each sales person should take to effective engage prospects and ultimately close deals. A sales cycle flowchart, designed by Hubspot is depicted below.

Leaving sales process steps open for interpretation can be a dangerous game to play with your sales team, especially for newer team members. As stated in a blog by Hubspot, it’s essential to define specific, concrete actions that move your business’s prospects from one stage to the next.

Without these tangible steps, your remote teams could potentially mishandle a part of the process, leading to unhappy customers or even lost prospects.

Sales process infographics are a great way to eliminate any confusion within sales teams, allowing for optimal collaboration and improved results for customers.

6. Infographics Simplify Complex Solutions

Especially for SaaS or enterprise companies who offer complex products or services, communicating those solutions to customers in an engaging and easy-to-understand way is crucial for the success of the sale.

And infographics such as product tours can be an incredibly helpful tool to use to clearly articulate exactly what your company offers, effectively eliminating confusion during the sales process.

All sales funnels have 4 stages, awareness, validation, experience, and conversion, and product tours are especially effective in the validation phase of the funnel. At this stage, customers are interested in your product or service but they still need more information to make an informed decision. This is where product tours come in.

In an article about how to create great sales funnels, it states that rather than simply giving customers a basic overview of the solution your company offers, product tours should act as useful sales tools for prospective customers who are looking for in-depth resources to consume to help make a purchase decision.

All in all, infographics like product tours can be very useful for informing potential customers about your offering and helping them make a purchase decision, and validating the quality and credibility of your solution.

7. Proposal Visuals Boost Engagement

Creating a great B2B sales proposal is an essential part of any SaaS sales cycle. Without a great proposal it can be very tricky to effectively close the deal. A strategically designed and personalized sales proposal allows you to differentiate yourself from competitors and present your value propositions to potential customers in a clear and compelling manner.

Along with keeping the proposal concise and clear and making the pricing accurate, including visuals in proposals will do wonders to boost engagement and conversion rates.

A novel but revolutionary sales company, Saleslion, has embraced this idea by creating interactive and personalized digital sales rooms to better engage and serve customers during the sales process.

And on their proposal pages, they have also done an extraordinary job of including visuals, such as infographics and videos, in order to best communicate with their customers.

Remote teams, both sales and marketing, will know that it isn’t always easy to create a top-notch and successful sales proposal, but it’s essential for closing deals and scaling a business. With engaging visuals, designing a great B2B sales proposal becomes much easier.

Key Takeaways

A sales process is a set of steps that a company follows in order to convert prospective buyers into paying customers. It usually involves identifying potential leads, communicating with them, understanding and addressing their requirements, negotiating terms, closing the deal and following up after the sale.

And using visuals can help with every stage. From boosting personal connections through videos to closing more deals because of well-designed proposals, infographics and videos boost efficiency in the sales experience for both the customer and the company

If you would like to learn more about how Insivia can help you enhance your sales process, reach out to us today.