If you’re in sales, you know the drill: demo after demo, each with its own quirks and follow-ups. Maybe you’re tired of repeating yourself. Or prospects keep asking for recordings, and tracking them down later is a pain. Either way, you’re looking for a cleaner, faster way to record and send demos without jumping through hoops. This guide is for you.
Below, I’ll walk you through how to use Loom to record and share sales demos, step by step. I’ll call out what actually matters, what you can skip, and how to avoid common headaches. No fluff.
Why Record Sales Demos in the First Place?
Let’s get this out of the way: live demos are great for building rapport, but not every prospect has time for a call. Some just want to see the product in action, on their own time. And after a live demo, sending a recording makes it easy for people to review or share with their team.
But the process can get messy:
- Manual recording setups (Zoom, Teams, etc.) are clunky.
- Files get lost. Sharing links break.
- Editing and trimming eats up your day.
Loom solves most of this — but only if you use it right.
Step 1: Set Up Loom for Fast, Reliable Recording
First up: don’t overthink setup. Loom works on Windows, Mac, and as a Chrome extension. For most sales demos, the desktop app is best (it’s more stable and flexible).
To get started:
- Download Loom’s desktop app from their site (the Chrome extension is fine for quick browser-only demos, but less reliable for switching between apps).
- Create a free account. The free plan has limits, but it’s enough to try things out.
- Test your webcam and mic in Loom’s settings. (Pro tip: If you’re demoing software, use an external mic if you’ve got one. Audio matters more than you think.)
What to ignore:
Don’t waste time fiddling with “virtual backgrounds” or effects. They mostly distract. Keep it clear and simple — prospects care about your product, not your backdrop.
Step 2: Plan Your Demo (But Don’t Script Every Word)
A great demo is crisp, focused, and — above all — short. Before hitting record:
- Jot down 3-4 key things you need to show. That’s it.
- Know your audience: if they’re technical, skip the basics. If they’re execs, skip the weeds.
- Open any apps, tabs, or docs you’ll need in advance.
Pro tip:
If you’re recording the same demo over and over, make a checklist for yourself. It saves time and keeps you honest.
What doesn’t work:
Reading from a script usually sounds robotic. Just talk, like you would on a call. If you mess up a sentence, keep going. Authentic beats perfect every time.
Step 3: Record a Demo That’s Actually Watchable
This is where Loom shines. Hit record, choose whether to show your face (camera bubble), and go. Here’s what helps:
- Keep it under 10 minutes. Seriously — most prospects won’t watch longer.
- Speak directly to your target audience (“I know you’re focused on X, so here’s how this helps…”).
- Use the “screen + cam” mode, but keep your camera bubble small. People want to see the product, not just your face.
- If you need to show something sensitive (like customer data), use Loom’s pause or blur features — or just use dummy data.
Don’t obsess about editing:
Loom lets you trim the ends, but you don’t need to splice out every “um” or pause. If you mess up badly, just stop and start over. Most demos are fine in the second take.
Step 4: Share the Demo — Without Making It a Chore
Here’s where Loom beats old-school methods:
- Once you finish recording, Loom gives you a shareable link instantly.
- You can set the video as public, private, or password-protected. For sales, private link sharing is usually best.
- Copy the link and paste it into your follow-up email. That’s it.
Pro tip:
Write a short, specific email when you send the link. Example:
“Here’s the 6-minute demo on [feature]. Let me know if you want a deeper dive or have questions.”
What to skip:
Don’t bother attaching video files or uploading to Dropbox/Drive unless a prospect specifically asks. Those methods are slow and clunky compared to Loom’s instant links.
Step 5: Track Views and Get Feedback
One of Loom's underrated features is view tracking. You can see if and when someone watched your demo. This isn’t just for your ego — it’s useful for timing your follow-ups.
- Loom notifies you when your video is watched (if you want).
- You can also see how much of the video they viewed.
- Prospects can reply with time-stamped comments or emoji reactions.
Use this info, but don’t obsess:
If someone watched the whole thing and didn’t reply, it’s a good time to nudge them. But don’t turn into a stalker about it. Use it as a signal, not a crutch.
Step 6: Organize and Reuse Your Best Demos
After a few weeks, you’ll notice you’re recording the same demo over and over. Here’s how to make your life easier:
- Create a Loom folder for “sales demos” and drop your best ones in there.
- If you have frequent requests (“Can you show how X works?”), record a clean, evergreen version and reuse it.
- Update your demos every quarter or after big product changes.
What to avoid:
Don’t send the same generic demo to every prospect. It’s fine to reuse, but always personalize the intro or send a quick note explaining why it matters to them.
When Loom Isn’t the Right Tool
Let’s be honest — Loom isn’t perfect for every situation:
- If you need super-polished, highly-edited videos, use proper video editing software.
- If your company has strict security/compliance rules, double-check what you’re allowed to record and share.
- For live demos with interactive Q&A, Loom can’t replace a real meeting.
But for 90% of sales demos, it’s faster and easier than any other method I’ve tried.
Quick Tips for Better Demo Videos
- Practice once or twice. Don’t wing it if you’re new to recording yourself.
- Keep your desktop clean. Nobody wants to see your 42 open tabs or messy background.
- Use keyboard shortcuts. Loom has hotkeys for start/stop/pause — learn them.
- Test your link before sending. Make sure it works and loads fast.
- Don’t overpromise. If your demo only scratches the surface, say so. Offer to go deeper if they want.
Wrapping Up: Keep It Simple and Iterate
Recording and sharing sales demos doesn’t have to be a slog. With Loom, you can knock out clean, watchable videos in minutes — and get them in front of prospects without the usual file-sharing headaches. Don’t worry about making it perfect. Start simple, see what gets watched and shared, and tweak your approach as you go. The main thing is to save time and make your sales process smoother — for you and your prospects.