How a Sales Coach Is Using Visme to Train Next-Generation Sales and Marketing Professionals

How a Sales Coach Is Using Visme to Train Next-Generation Sales and Marketing Professionals
Nayomi Chibana

Written by:
Nayomi Chibana

Jun 06, 2018
How a Sales Coach Is Using Visme to Promote Knowledge Transfer Among Sales and Marketing Professionals sales storytelling

Salespeople often get a bad rap for resorting to all kinds of tactics to get us to buy products we might not need or want. But Chris Ortolano is a different kind of sales leader. He's passionate about training a new generation of sales representatives, with a completely buyer-centered approach.

chris ortolano founder of

This is the reason why he founded, a public Slack team for B2B SaaS marketing and sales practitioners, with over 1500 members from more than 20 countries. The open forum connects marketing and sales practitioners with daily QA sessions, weekly webinars and monthly newsletters to provide answers to their most challenging problems.

As a sales coach who leads workshops and trains remote teams, Chris realized he needed more effective ways to visualize ideas and transfer knowledge. He found Visme one day and started using it to create engaging infographics and presentations to communicate new concepts to sales professionals from all over the world.

We had a chance to speak with Chris to find out more about how he uses visual content to increase engagement and spark new conversations. Here is what he had to say in his own words:


For those who are unfamiliar with SalesStack, tell us a little bit more about this community.

SalesStack provides real-time interactions for support and networking between B2B SaaS professionals. As the founder of SalesStack, I meet and connect team members with each other every day. We crowdsource answers to technical questions related to marketing and sales force automation.

We then publish the best Slack chats on sales operations, sales development, sales pipelines, sales storytelling and growth in a video newsletter. We’re also testing new ways to connect buyers with vendors to increase purchasing between SalesStack team members.

Sales-Stack-Website sales storytelling chris ortolano


How did you first realize that you needed more effective methods to communicate ideas and transfer knowledge?

I first learned about visual communication at SD Expo, an annual conference held in Portland, Oregon every summer. One of the breakout sessions explained how infographics could be used to communicate a complex process using images and text.

At first, I thought that infographics were primarily used for marketing and did not really consider other applications. As I began to lead workshops and train remote teams, I saw the need for better communication methods.

I compared Visme to other category competitors such as Piktochart, and preferred the presentation and infographic templates that Visme offers. After I started using Visme, everyone inside the organization, including the CEO, Payman Taei, was very helpful and willing to connect.

visme presentation infographic templates

Visme's presentation and infographic templates


What tool or software were you using before to create visual content? Why did you switch?

Prior to Visme, I used PowerPoint and Google Slides to create “bullet point” presentations. I know how ineffective list-based presentations are. However, I had never created any visual content before.

Once I started producing workshops, I needed a better way to present technical information without putting my audience to sleep. Visme allows me to quickly summarize complex workflows and create much more engaging, and memorable, presentations.

sales storytelling chris ortolano design thinking visual communication


Can you show us some examples of what you've created with Visme?

I use Visme to enable B2B Marketing and Sales teams to do a variety of things. One is to promote sales storytelling as a messaging strategy to increase engagement.

For example, here is one infographic I created to illustrate how to apply the Hero's Journey, a classic story structure, to the buyer's journey.

sales enablement infographic sales storytelling buyer's journey hero's journey
Create engaging infographics like this in minutes with this drag-and-drop tool.Try It for Free

Another reason I use visual content is to equip outbound prospecting teams with video selling skills. For instance, I created this infographic summarizing the process for participating in our Stories in Focus contest, which challenges sales practitioners to blend video selling and sales storytelling to increase engagement.

sales storytelling infographic

Here is a third visual I created with Visme which provides practical tips on how to personalize an intro video to increase engagement:

video selling infographic sales storytelling


What tangible business results have you seen from using visuals to communicate ideas?

I use Visme with Vidyard GoVideo, a free Chrome Extension, to create 60 second screencasts to promote a weekly webinar series on LinkedIn. Here is one example in which I show sellers how to think like buyers by creating a buyer profile analysis. This has led me to create 3 to 5 new LinkedIn connections every day, and 20 to 30 new webinar participants every week.

Using Visme with other tools allows me to tell a story in less than a minute by presenting ideas visually. Screencasting with Visme is a also an effective video-selling approach to stand out in a crowded marketplace.

career path for sales development chris ortolano

Slide deck created with Visme


What Visme feature/functions do you like the most?

Visual communication is really new in B2B sales, and I love that I can make a really great first impression. Using the library of presentation and infographic templates, I can quickly publish new content for my LinkedIn screencasting and sales enablement tutorials. I can also customize my tutorials to meet the specific needs of a customer or prospect. Concise visual presentations are a very effective way to communicate quickly in a busy, crowded marketplace.

sales storytelling infographic

Easily customize Visme templates with your own information


Would you recommend Visme to others? If so, why would you recommend it?

If you need to stand out from the crowd to engage a sophisticated audience with a powerful message then you need a visual communication platform like Visme to create that message. Bullet point presentations and talking head videos are more and more like white noise, especially for a sophisticated visual audience that uses emojis, GIFs, videos and screencasts. With visual communication, and video, you can really engage your audience.

infographics visual complex processes visual communication
Create your own graphics like this in minutes with this drag-and-drop tool.Try It for Free


What feature/functions do you think are missing or need to be improved in the system?

Communicating with diagrams and infographics is not intuitive for most people. It’s hard to know how to associate complex ideas with images in a meaningful way. I also have an impulse to communicate too much, leading to very busy (and ineffective) infographics.

I think the best way to get started is to write your Visme out on a Word doc, and then associate phrases with images before starting the design process. Access to a tutor or a community of Visme pros in a Facebook group would be really helpful too. Now that I have the hang of it, I’m excited to learn more from other Visme users.


Your Turn

Looking for a way to more effectively communicate your ideas to your coworkers, peers, students or classmates? Try visualizing them with Visme. Take it for a test drive for as long as you like and let us know what you think below.

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    About the Author

    Nayomi Chibana is a journalist and writer for Visme’s Visual Learning Center. Besides researching trends in visual communication and next-generation storytelling, she’s passionate about data-driven content.

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