Video can be used to improve customer engagement in CRM strategies.

Today’s clients are smarter than ever before. They’ve already done research on your competitors and have sipped coffee in the morning by the time they get to your email. How can a salesperson who has a goal-driven attitude and good intentions create a magical bond that will seal the deal on your CRM strategy?

It’s good news. Although video marketing is successful, it can be used for more than prospecting. It can keep deals moving forward and close new business throughout the entire sales cycle.

When should you include video in your CRM strategy? You can use video anywhere you need higher conversions, faster transactions, or greater client retention. Why is this? Video content is more engaging than other forms of content.

Video content makes people stay on websites 2.6 times as long as sites without video. Video content can help your business increase its revenue by integrating it into your CRM strategy.

Here’s how you can create videos that will entice your viewers to shake your hand and close the sale.

This article will cover:

Creating Customer Engagement – The BasicsVideo in sales strategy – A new way to power CRMMaking video a part of CRM Strategy to build better customer relationshipsLeveraging videos in post-sales success

Create Customer Engagement: The Basics

It’s important to understand what this term means before we get to the section about using videos to engage customers. It’s a way to create a consistent experience that will encourage consumers to come back to your product.

Engage them on multiple platforms to strengthen your relationship with customers. Many companies begin with their first customer interaction and continue even after the purchase.

You may be competing with other companies that offer similar services. Customers can easily find alternatives.

Customer engagement is about offering consumers more than just your products and services. Customer engagement is about providing customers with relevant content. They are initially attracted to high-quality goods, but this keeps them coming back.

To stand out, your customer engagement strategy must include enjoyable experiences. Videos are perfect for this!

Video in Sales Strategy: A new way to power CRM

Video is the most powerful sales tool for a sales representative. Sales professionals agree that videos facilitate shorter deal cycles, greater close rates and better responses.

Your entire sales team can reap even greater benefits when they work together to develop a larger video sales strategy. Video marketing is not only more authentic and personal, but also allows teams to market more efficiently and effectively.

Why are Videos better?

A stunning sales video’s obvious goal is to increase sales. A well-made sales video is a powerful tool to help sell your products and company.

1. Conversion rate increases

Video is preferred by most users over audio, images, and text. Video benefits will therefore increase conversion rates for companies.

Twitter’s own data shows that video advertising has the highest growth rate, with a reduction in cost per engagement of more than 50%.

A recent Statista study predicts that US marketers will spend more on video advertising campaigns in the future. The projected growth is from 10,18 billion USD to 12,66 billion USD.

According to the latest statistics, video marketing has seen a 55% increase in global streaming. Forbes reported that 39% of consumers contact a company after viewing a video.

2. More Engaging

Individuals only retain 10% of the information they hear. However, they remember 50% of the information they see. Videos are a great way to share proposals, as they are engaging and make the point.

3. Highly Shareable

Videos on your website are great but they shouldn’t stay there. Video hosting platforms such as YouTube and Hippo Video are great places to upload your videos, because they make sharing them easier.

4. SEO Worthy

You should know by now, if you have been doing content marketing for some time, that Google loves video content. Videos are 53 times more likely to rank on all major search engines than text.

What Videos Should You Create?

All videos are the same? Are they all the same? No way! One of the many videos available can be used to show a product’s benefits.

Products and Services

Inform your customers about your products or services. This is also a great way to introduce new products.

Your Company Story

Video is better than text blocks to showcase what you do.

Video Explainer

Some product videos may not be able to fully explain your product. Explainer videos can save the day.

Demo Videos

Demo videos are one of the most popular promotional videos. They show a product in action by having someone apply it, handle it, or explain it.

5 Proven Ways of Using a Video for CRM Strategy in 2023

Let’s now look at how videos can become a part CRM strategy. If you are unsure of how to incorporate video into your sales process, or where to start, here are five ways that you can use it to your advantage.

Use video to enhance customer journeys

It is not an exaggeration to say that the journey of the customer from the moment of purchase to the after-sales experience is important. 80% of consumers consider the overall quality of a company’s products to be just as important.

The client is unlikely to walk into the office by himself. Video is a great medium to support and guide them in their decision-making.

How can video help the customer journey?

How do you do it? Explore it step-by-step!

wareness

Awareness can be a demanding phase. Your prospective customer may have growing needs but is not yet ready to buy. Your strategy at this stage should be to identify the buyer persona of your client and then create a case based on that. Create engaging videos to answer questions that are based on shared interests.

Familiarity

You are already known to your prospective clients. Your content should be more detailed. List the questions that your clients ask most often, then create videos to address them individually.

Consider educational videos, teasers and reviews. Video testimonials from current clients can help to build confidence and encourage prospects.

Consideration

You have the confidence of your customer that you can provide what they need. You are also directly competing with other companies that appear on the list of their top choices.

So, make quick videos demonstrating how your product addresses common problems for prospective consumers. Include real client testimonials to make them even more convincing.

Buy

For more complex products, short explainer videos that guide the buyer through the steps are very useful. It is important to keep clients and help them through the final obstacles. Encouragement and honesty are key.

Use pre-made videos to answer customer questions

It is enough to send a client a link to a knowledge base or documentation to assist them. It can be a long process to read, study, and understand lengthy instructions and guides.

You could also pre-record video and send it to clients who ask questions. How?

How to create “How-to” videos

It’s impossible to record answers to all questions. You can manage the more common questions in video format. Customers will appreciate the fact that they can take in information more quickly and easily.

Support tickets can be resolved

A simple how-to can usually fix the majority of issues. However, in some cases more help is required. A customer service representative who is skilled can create a video tutorial that takes only 2 minutes to explain. This will save you time and effort from writing lengthy answers.

Customers are always appreciated

Showing your appreciation and thanking customers will help you gain their trust. Encourage your staff to create customized videos instead of the usual thank-you emails.

Make customer onboarding videos

Make a video to guide clients through your onboarding process, direct them to your booking system online, and explain how to get the most out of your product. You could make a graphic motion video if that is more your style.

Video chat – Adding

A video-driven chat is the closest thing you can get to an in person question and answer. Video chat can be used to simulate face-to-face meetings and accelerate query processing.

Use videos to send follow-up messages

Your prospects will become paying clients if you have a strong follow-up strategy. Do not wait for that cold-call sales proposal to be successful. Instead, send more engaging follow-up emails that include videos.

nswer questions

In a video follow-up, ask your prospects if there are any other concerns. Respond directly to any concerns that your customer may have raised after receiving your video sales proposal email.

Use Analytics

Use analytics to identify who still wants your video emails, and who has stopped. Send a follow-up e-mail based on the ratios of open and interaction.

dd case studies

Demo videos help potential clients learn about your services. Send them a case study or demo video by uploading or recording one.

Invite prospects

If you are organizing an event, it is crucial to create a video inviting your prospects to the event. Include the details of your event in your video.

Introduce Customer Care Teams

Include footage of your workspace in your video to show off the expertise of both your leadership team, and your customer service team. Tell your prospects that you and your team are passionate about their business.

Use video in business proposals

Include videos in your sales proposal to give context and insight into business processes. This will help prospects better understand what you are selling.

Why is video better for sales proposals?

CEOs and important decision makers rarely have time to read through lengthy product specifications or in-depth details of service in a document for a sales proposal. Video is 100% more effective at adding value to sales presentations because modern consumers prefer to see a product in action.

How to use videos in sales proposals

You can use video in many different ways to enhance your sales proposal.

dd Testimonials of Customers

Many businesses use video to support their marketing efforts. Marketing teams can help you by watching videos of satisfied customers talking about their experiences with your company.

Give a Product or Service Demo

Use the existing sample videos. You can also create new, customized videos to show clients what they can expect when working with you.

What is the problem and what is the solution?

Sometimes, sales representatives cannot rely on the customer to read the entire proposal in order to find the section that relates to their problem. Videos can be used to quickly describe a solution and reinforce how your company views the issue.

Way 5: Use videos to create a video-driven agent knowledge base

In today’s fast-paced environment, customers need more time on hold. Why not let your clients be their own agents? One of the best ways to empower your clients to be self-sufficient is to build a comprehensive knowledge base that’s well researched and updated regularly. This can also be a useful reference for the support staff inside your company.

What is a Knowledge Base?

Knowledge base videos are educational videos that teach audiences about a specific subject and provide solutions to frequently-asked support questions. This can be a response to a question about the company, its products or services or an example on how to use software or a particular tool to solve a problem.

How do you create training videos?

Include relevant videos to improve customer satisfaction, reduce the workload of customer service teams and enhance the customer experience. Here’s how you can make them.

Keep videos short

It is more difficult to record videos with more content. Keep the videos short, and include only relevant information.

Screen recordings

Now that you have your content, it’s time to create videos. Making a screen record is the best method to follow a process step-by-step, especially if you are familiar with software.

Use of tools

A video knowledgebase is a library that your team and thousands of clients can access. Use the right tools.

Hippo Video Hub – An image

Leveraging Videos in post-sales success

You can upsell your clients to increase their chances of success. If you are in sales, incorporating video into your CRM strategy will help you achieve success.

Video is more appealing than text, and people are looking for ways to integrate video into their selling process. Take advantage of this fact and use videos to boost sales and success after the sale!

Wrapping up

You can make your business stand out on a competitive market by incorporating video in your sales process. Videos are a great way to make your sales presentations and proposals interactive and interesting.

Take simple steps to build a lasting relationship with your customers.

Give your sales team all the tools they need to be able to stand out and attract a larger audience.

These simple ideas will be useful in the future.

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