Sales

How to personalise sales at scale (Without burning out your team)

Personalisation your Digital Sales Room with trumpet using, video, micro-demos, and branding that move deals forward.

Amy Davis
September 18, 2025
September 18, 2025
Try for free
Personalisation your Digital Sales Room with trumpet using, video, micro-demos, and branding that move deals forward.
Amy Davis
On this page

Video, micro-demos, and branding that move deals forward

Key takeaways

  • Personalisation improves buyer engagement and deal progression

  • Trumpet’s tools (video intros, micro-demos, custom branding, and variables) let teams personalise at scale

  • You can create fully branded, interactive Pods in minutes using templates

  • Personalised Digital Sales Rooms help your champions sell internally

  • Sales and CS teams can both use these tactics across the customer journey

Why does personalisation matter so much in sales?

Answer: Buyers expect to feel understood, not sold to.

In a world of templated emails and generic pitch decks, standing out means showing your buyer that you’ve done your homework. But true personalisation takes time and most teams don’t have enough of it.

That’s where tools like trumpet’s Digital Sales Rooms come in. They help you create personalised buyer experiences at scale, using video, micro-demos, brand styling, and smart variables, all in a single link.

Objection: “Surely personalisation like that takes too long?”

Not with the right setup. Not with Trumpet. Simply add in the brand’s URL and watch your Pod come to life. Colours, logos, and visual identity are automatically pulled through - no design team required.

From there, you can use templates of successful Pods to start your next one in seconds. Add a quick intro video, personalise the messaging with custom variables, and hit send. It’s fast, scalable, and it looks like it took hours (when it really took five minutes).

With trumpet you can:

  • Use custom variables (e.g. name, company, use case) to auto-fill content

  • Embed a 30-second video or micro-demo that speaks directly to the buyer

  • Customise the branding and domain to match their company look and feel

  • Create different Pod templates for ICP segments, personas or deal stages

You can go from “cold intro” to “this is exactly what we need” in under 5 minutes.

Educate: Personalisation isn’t about doing more. It’s about doing it smarter.

When done well, even small touches have a big impact:

  • Buyers spend longer in Pods that feel relevant

  • Champions are more likely to share content internally

  • Deals are less likely to stall from lack of context

What’s the impact of personalisation on deal velocity?

Answer: Buyers move faster when they feel it’s built for them.

Trumpet Pods let you personalise content without reinventing the wheel every time. You start with a template, then layer in buyer-specific touches.

For example:

  • Swap in a micro-demo for their exact use case

  • Add a welcome video from the AE or onboarding specialist

  • Tailor the messaging for their industry pain points

  • Add content blocks with their logo, name, or unique goals


Objection: “Buyers won’t notice those changes anyway.”

They do and more importantly, they feel them.

A generic proposal deck can’t compete with a fully branded experience that references their goals and priorities. Buyers recognise the difference and associate it with care, credibility, and professionalism.

Trumpet users see better deal engagement metrics when Pods include:

  • Personalised videos

  • Buyer-specific case studies

  • Interactive assets (e.g. ROI calculators, demo walkthroughs)

Educate: A personalised experience is easier to say yes to and easier to share internally.

Your buyer often isn’t the only decision-maker. The more your content speaks directly to their business, the easier it is for them to take it and champion it inside their org. That’s where scale meets speed.

Can personalisation be used across the full customer journey?

Answer: Absolutely. It works just as well post-sale.

Sales teams aren’t the only ones who benefit from tailored, scalable experiences. Customer Success, Account Managers and Onboarding teams can all use the same personalisation tools to support their goals.

For example:

  • Onboarding Pods with welcome videos, timelines, and personalised checklists

  • QBR Pods with client-specific success stories and renewal info

  • Upsell Pods showcasing relevant features and value drivers

Trumpet lets you reuse the structure of your sales Pod while updating the content to suit the new journey stage. It saves time while keeping the buyer experience consistent and relevant.

Post-sale personalisation drives retention and expansion.

When customers feel seen and supported, they’re more likely to:

  • Stay with you long term

  • Refer you to others

  • Buy more of what you offer

Trumpet’s personalisation tools

Video intros and micro-demos to humanise and explain
Templates for repeatable structure across personas and stages
Custom variables to auto-personalise names, companies, messaging
Custom branding including domains, logos, colours, and fonts
Drag-and-drop blocks to tailor Pods with no coding
CRM sync to track engagement and pull in context

FAQ’s

Q: Can I personalise Pods for each deal or account?
Yes. Use templates with variables to speed things up. You can personalise content, branding, and layout per buyer.

Q: Do I need to record a new video every time?
Not necessarily. Create a small library of short intros or use-case demos that can be reused and adapted.

Q: What are custom variables?
They’re placeholders (like {{FirstName}} or {{CompanyName}}) that populate automatically to make your content feel bespoke.

Q: Can Pods match my buyer’s brand?
Yes, you can use their colours, logos, and even subdomains to create a completely white-labelled experience.

Q: Is this only for new business sales?
No, it works brilliantly for onboarding, customer education, renewals and upsells too.

Final thoughts

You don’t need 50 hours a week to personalise the buyer journey. You just need the right tools.

With Trumpet, you can personalise at scale and close more deals because of it.

It’s fast. It’s seamless. And it actually works.

See trumpet in action

Get under the hood of G2's leading Digital Sales Room and explore some of our features without having to speak to any salesperson!

Start your tour

Get started with trumpet for free!

No credit card required.

Related Articles

More posts

Drive faster deals  in one collaborative space

check-arrow

Everything your buyer needs in one digital space.

check-arrow

Move deals along faster with async collaboration

check-arrow

Make smarter decisions with buyer engagement data

Powering the world's best revenue teams.

hubspotpersoniogongstripe

By creating an account,  you acknowledge and agree to our Terms & conditions and Privacy policy

close
Sales

How to personalise sales at scale (Without burning out your team)

Personalisation your Digital Sales Room with trumpet using, video, micro-demos, and branding that move deals forward.

Amy Davis
September 18, 2025
September 18, 2025
Try for free
Personalisation your Digital Sales Room with trumpet using, video, micro-demos, and branding that move deals forward.
On this page

Video, micro-demos, and branding that move deals forward

Key takeaways

  • Personalisation improves buyer engagement and deal progression

  • Trumpet’s tools (video intros, micro-demos, custom branding, and variables) let teams personalise at scale

  • You can create fully branded, interactive Pods in minutes using templates

  • Personalised Digital Sales Rooms help your champions sell internally

  • Sales and CS teams can both use these tactics across the customer journey

Why does personalisation matter so much in sales?

Answer: Buyers expect to feel understood, not sold to.

In a world of templated emails and generic pitch decks, standing out means showing your buyer that you’ve done your homework. But true personalisation takes time and most teams don’t have enough of it.

That’s where tools like trumpet’s Digital Sales Rooms come in. They help you create personalised buyer experiences at scale, using video, micro-demos, brand styling, and smart variables, all in a single link.

Objection: “Surely personalisation like that takes too long?”

Not with the right setup. Not with Trumpet. Simply add in the brand’s URL and watch your Pod come to life. Colours, logos, and visual identity are automatically pulled through - no design team required.

From there, you can use templates of successful Pods to start your next one in seconds. Add a quick intro video, personalise the messaging with custom variables, and hit send. It’s fast, scalable, and it looks like it took hours (when it really took five minutes).

With trumpet you can:

  • Use custom variables (e.g. name, company, use case) to auto-fill content

  • Embed a 30-second video or micro-demo that speaks directly to the buyer

  • Customise the branding and domain to match their company look and feel

  • Create different Pod templates for ICP segments, personas or deal stages

You can go from “cold intro” to “this is exactly what we need” in under 5 minutes.

Educate: Personalisation isn’t about doing more. It’s about doing it smarter.

When done well, even small touches have a big impact:

  • Buyers spend longer in Pods that feel relevant

  • Champions are more likely to share content internally

  • Deals are less likely to stall from lack of context

What’s the impact of personalisation on deal velocity?

Answer: Buyers move faster when they feel it’s built for them.

Trumpet Pods let you personalise content without reinventing the wheel every time. You start with a template, then layer in buyer-specific touches.

For example:

  • Swap in a micro-demo for their exact use case

  • Add a welcome video from the AE or onboarding specialist

  • Tailor the messaging for their industry pain points

  • Add content blocks with their logo, name, or unique goals


Objection: “Buyers won’t notice those changes anyway.”

They do and more importantly, they feel them.

A generic proposal deck can’t compete with a fully branded experience that references their goals and priorities. Buyers recognise the difference and associate it with care, credibility, and professionalism.

Trumpet users see better deal engagement metrics when Pods include:

  • Personalised videos

  • Buyer-specific case studies

  • Interactive assets (e.g. ROI calculators, demo walkthroughs)

Educate: A personalised experience is easier to say yes to and easier to share internally.

Your buyer often isn’t the only decision-maker. The more your content speaks directly to their business, the easier it is for them to take it and champion it inside their org. That’s where scale meets speed.

Can personalisation be used across the full customer journey?

Answer: Absolutely. It works just as well post-sale.

Sales teams aren’t the only ones who benefit from tailored, scalable experiences. Customer Success, Account Managers and Onboarding teams can all use the same personalisation tools to support their goals.

For example:

  • Onboarding Pods with welcome videos, timelines, and personalised checklists

  • QBR Pods with client-specific success stories and renewal info

  • Upsell Pods showcasing relevant features and value drivers

Trumpet lets you reuse the structure of your sales Pod while updating the content to suit the new journey stage. It saves time while keeping the buyer experience consistent and relevant.

Post-sale personalisation drives retention and expansion.

When customers feel seen and supported, they’re more likely to:

  • Stay with you long term

  • Refer you to others

  • Buy more of what you offer

Trumpet’s personalisation tools

Video intros and micro-demos to humanise and explain
Templates for repeatable structure across personas and stages
Custom variables to auto-personalise names, companies, messaging
Custom branding including domains, logos, colours, and fonts
Drag-and-drop blocks to tailor Pods with no coding
CRM sync to track engagement and pull in context

FAQ’s

Q: Can I personalise Pods for each deal or account?
Yes. Use templates with variables to speed things up. You can personalise content, branding, and layout per buyer.

Q: Do I need to record a new video every time?
Not necessarily. Create a small library of short intros or use-case demos that can be reused and adapted.

Q: What are custom variables?
They’re placeholders (like {{FirstName}} or {{CompanyName}}) that populate automatically to make your content feel bespoke.

Q: Can Pods match my buyer’s brand?
Yes, you can use their colours, logos, and even subdomains to create a completely white-labelled experience.

Q: Is this only for new business sales?
No, it works brilliantly for onboarding, customer education, renewals and upsells too.

Final thoughts

You don’t need 50 hours a week to personalise the buyer journey. You just need the right tools.

With Trumpet, you can personalise at scale and close more deals because of it.

It’s fast. It’s seamless. And it actually works.

See trumpet in action

Get under the hood of G2's leading Digital Sales Room and explore some of our features without having to speak to any salesperson!

Start your tour

Get started with trumpet for free!

No credit card required.

Related Articles

More posts

Drive faster deals  in one collaborative space

check-arrow

Everything your buyer needs in one digital space.

check-arrow

Move deals along faster with async collaboration

check-arrow

Make smarter decisions with buyer engagement data

Powering the world's best revenue teams.

hubspotpersoniogongstripe

By creating an account,  you acknowledge and agree to our Terms & conditions and Privacy policy

close