In today’s fast-paced work environment, meetings often become repetitive and time-consuming, leaving little room for genuine engagement. Let’s face it, It’s hard for modern audiences to stay present and not scan over critical information when it’s not convenient.

Whether you’re onboarding new employees or introducing customers to your product, the challenge lies in conveying essential information without resorting to lengthy meetings or overwhelming documents. This is where Loom helps teams scale knowledge sharing and save time while maintaining personal connections.

Power users Zeke Rodriguez Strategic Customer Success Manager at Vanta, and Mary Crocker, Senior Revenue Training and Enablement Manager at Zappi, recently shared how Loom revolutionized their work with both employees and customers.

How Vanta uses Loom to maximize customer connection

Rodriguez is the main point of contact for Vanta’s customers, helping to proactively solve challenges and maximize value with Vanta’s products. Recently, he shared two key Loom use cases where Loom strengthens Vanta’s customer relationships:

Making meetings efficient

Rodriguez uses Loom to share introductions and meeting agendas with customers ahead of scheduled meetings. This created a focus on calls and also dramatically decreased his meeting no-show rates.

Now, with more time in his day, he can focus on developing effective onboarding experiences and helping customers “make progress and find value from day one.”

Speeding up product adoption

Through Loom, Rodriguez can craft a quick start course in bite-sized segments, allowing customers to adopt the Vanta platform more easily. These mission-critical aspects of customer adoption offer the personal connection that a confused customer may seek if caught in a misunderstanding with a typical text manual.

Rodriguez also uses Loom to create short videos answering frequently asked questions, making information more accessible to customers who would typically skim longer-form content. Stakeholders can also conveniently view these videos at any time.

[Loom] gives them back time in their day instead of sitting on back-to-back calls.

–Zeke Rodriguez, Strategic Customer Success Manager, Vanta
Rodriguez’s Loom tips
  • Call out the time it takes to watch the Loom video when sharing with customers.
  • Include calendar links for customers to schedule meeting time with you if they need a follow-up.
  • Use metrics to see which videos are performing better than others.
  • Play around to see what works and iterate often.

How Zappi uses Loom to optimize customer enablement

Crocker supports ongoing Zappi customer training, enablement, and new employee onboarding. Here are two ways Loom fuels Zappi’s success with customers and employees:

Effectively onboarding new hires

Long employee onboarding videos can be ineffective in getting new hires up to speed. Crocker uses Loom to create shorter onboarding videos tailored to key topics, keeping each one under 10 minutes.

These videos are more digestible for Zappi’s new hires while leaving fewer questions to be answered later, returning massive time savings. The user-friendly editing ability in Loom also helps Crocker craft these in a far shorter amount of time than the typical onboarding epic.

Driving engagement with customer playbook pages

Zappi’s customer success teams reference playbook strategies to help improve customer engagement. With a “hefty library of playbooks”, Loom helps Crocker create summary videos of different playbook pages and offer deeper context for more effective customer relationships.

[Loom has] been really helpful to ensure alignment across the business and maintain seamless communication. I love that.

–Mary Crocker, Senior Revenue Training and Enablement Manager, Zappi
Crocker’s Loom tips
  • Introduce Loom to new hires as a tool for back-and-forth, daily communication
  • Send pre-call agendas using Loom
  • Be mindful of your video length (Crocker keeps customer-facing Looms to <2 minutes)
  • To encourage more views, embed Looms rather than linking to them when possible

Transform knowledge sharing

Loom empowers teams to personably communicate complex work or processes using a user-friendly recording experience. This can revolutionize the quality of knowledge sharing across your enterprise, strengthening alignment and fostering fruitful customer relationships–all without the time sink of real-time meetings.

Interested in learning more? Check out our full session with Loom customers Vanta and Zappi on how they supercharge collaboration and communication.

How Loom supports better employee onboarding and customer training