7 Easy Ways To Capture Tons Of B2B SaaS Customer Testimonial Videos

8 Ways to Leverage Video Testimonials for Demand Generation Marketing

B2B SaaS businesses are always looking for new ways to reach their target markets. With social media becoming increasingly popular, they now have a powerful marketing tool in testimonial videos.

A testimonial video features customers or clients talking about their positive experiences with a product or service. They provide potential customers with real-life examples of how the product or service has helped other people.
However, capturing a customer’s video testimonial can be difficult if you don’t know how.

But help is at hand if you want to create a testimonial video for your B2B SaaS business:

Table of Contents

Why do SaaS Customer Testimonials matter for B2B software companies?

Customer testimonials are one of the most important tools in your B2B SaaS marketing arsenal. Here’s why:

They’re credible: Prospects are more likely to believe what your happy customers have to say about your product than anything you could say yourself.

They’re specific: A good testimonial highlights a specific pain point that your product was able to solve. This helps prospects see how your product could help them too.

They’re relatable: Prospects can see themselves in your customers’ stories. This helps them visualize how your product could fit into their own lives and businesses.

They’re emotive: A testimonial that evokes an emotional response is much more likely to be remembered than a dry, factual one.

They’re persuasive: A well-written and persuasive testimonial can be the final push a prospect needs to convert into a paying customer.

In case you do not have in-house video production capabilities, you can use remote testimonial video services offered by a professional video production agency to create high-quality testimonial videos that will showcase your happy customers and help you close more deals.

What type of B2B SaaS Customer Testimonials does your business need?

If you are looking for a reliable and affordable testimonial video service, look no further than Testimonial Videos. We can help you create high-quality testimonial videos that will help you convert more leads into customers.

As you might have guessed, we will be concentrating on Customer Testimonials videos in this article. You can, however, apply the same principles to pretty much any kind of testimonial.

An example of a B2B SaaS customer testimonial video, created by Content Beta for Galley, the Restaurant Management App:


Why do B2B SaaS companies find it challenging to approach clients for video testimonials?

In the last few years, video testimonials have become an important part of a marketing strategy. They are often used to promote products and services to make them seem more trustworthy.

However, B2B SaaS companies find it challenging to approach clients for video testimonials because of two reasons:

  • It’s hard for B2B SaaS companies to get their clients on board with this idea. They are not sure how the video testimonial process should be carried out.
  • The companies are weary of sounding pushy, sales-y, or off-putting.

In reality, if the clients are approached the right way they are only too willing to oblige.

This guide will explore the various ways in which B2B SaaS companies can successfully approach their customers for video testimonials.

How to reach out to customers for video testimonials?

Once you have identified customers who are likely to give you a positive review, reach out and ask them if they would be willing to provide a video testimonial.

1. Ask customers for testimonials

Using B2B SaaS customer testimonial videos can help provide context and meaning to your business and showcase the unique perspectives of your customers.

The best way to get customers to provide testimonials for your business is by reaching out to them directly. You can do this in a number of ways, including email, social media, or even in person.

Start by asking your current customers if they would be willing to share a quick video testimonial about their experience with your business, product, and service and whether they use social media, and if so, what platforms?

Here are some ways to capture customer testimonials for your business:

  • Ask customers to record their testimonials on video using social media platforms, such as Instagram or Facebook, or even through email marketing campaigns.
  • Create a website dedicated to capturing customer testimonials, and make it available online and offline.
  • Create special events or contests that offer free products in exchange for customer testimonials.

Here is an example of a customer testimonial video where a multitude of customers speaks in one voice about the product from Metadata.io:


2. Show them the benefits

Show customers why video testimonials are a great way to understand how they can use your product or service to solve their business problems.

Here are some ways to use B2B SaaS customer testimonial videos to boost sales and engagement:

  • Show the benefits of your product or service in a new way by creating videos that explain how your product or service helps solve specific customer problems.
  • Showcase customer success stories that explain how your product or service has helped others achieve success.
  • Create videos that answer frequently asked questions (FAQs) to provide customers with the answers they are looking for.

Here is a client testimonial video provided by Cooleaf about how they were able to add 217 companies in their Ideal Customer Profile (ICP) after they started using Leadfeeder, a B2B lead generation tool:


3. Leverage social media channels

Social media is an excellent tool for capturing customer testimonials. This is especially true for businesses that offer services or products that are difficult to measure or quantify. By the way, LinkedIn and Twitter work well for B2B marketing.

The key is to make it easy for your customers to provide feedback and ensure that all the feedback is captured and analyzed.

Here are some ways to get customer testimonials using social media:

  • Provide a more complete picture of the product or service to improve trust and confidence among customers.
  • Ask customers to share their thoughts on specific products, features, or services.
  • Host Live Q&A sessions.
  • Choose the right social media platform for capturing customer testimonials, as each platform has its unique features and capabilities.
  • Use online surveys or questionnaires, ask customers in person, or send them handwritten notes or emails requesting feedback.

This B2B SaaS customer testimonial video is for Trello from their Facebook page:

An untapped channel is the Live events circuit at live events for B2B SaaS industry conferences. But how to approach customers for video testimonials?

One way is to approach potential customers right after the presentation or workshop is complete, and ask them if they’d be interested in participating in a video testimonial. This method can be especially effective if you have a product that solves a specific problem or fills a unique need for your target market.

Another way is to reach out ahead of time and offer to film a few quick videos with current and past customers.

Regardless of the method you choose, it’s important to make sure that you craft your video testimonials appropriately. Make sure that the content is interesting and engaging, and that it shows off the features of your product in an accurate and positive light.

Needless to say, exercise extreme caution and restraint when you approach customers.

4. Improve customer experience

By asking your customers to share their thoughts about your product or service, you can learn a great deal about what needs to be improved and how you can make your business more appealing to potential customers.

By improving your customer experience, you not only increase the chances that current customers will return, but you may also attract new buyers who have had poor experiences with other businesses in the past. You can use remote video testimonials for the purpose
Take advantage of today’s technology tools to capture customer testimonials easily and effectively – it could be the key factor that leads you from being a good business into being a great one!

Here is an example of a remote video testimonial from Lawcus for Content Beta. This testimonial provided us with valuable insights into clients’ minds when they hire an external video production agency:


5. Create a positive environment

When customers feel comfortable sharing their thoughts about your brand, they will readily provide valuable insights into how they use your product and what problems they encounter.

It is to be noted that the freshness of a sale can help get testimonials that show the full scope of a customer’s experience with your product or service.

This can encourage more people to reach out and share their thoughts about your product or service:

  • Run a campaign specifically designed for this purpose so that potential customers are aware of your offering and can share their experiences with you.
  • Use email marketing campaigns to send out emails highlighting your recent successes with customer testimonials.
  • Use online surveys to collect customer feedback and testimonials.

This client testimonial video is for FrontCube, where the COO of SaaStr talks about her experience:


6. Offer a benefit

1. Encourage customers

A great way to get video testimonials is by offering a reward or a coupon. You can offer a discount on the service or product, or you can offer a free trial of the service.

Another idea is to offer something that is not related to the product, such as an Amazon gift card so that they will have more incentive to share their thoughts with you on camera.

But keep in mind that this would not work with top management people. So use this judiciously as you don’t want it to be considered as bribery.

Here is an example of WriterZen, an SEO content workflow software. soliciting customer testimonials in return for AI credits:

2. Approach during sales process

If you are ambitious, you could go a step further and get customers to commit to a video testimonial during the sales process. This would be in exchange for substantial benefits to the buyers such as attractive price discounts or free updates.

Whom should you consider for this kind of arrangement?

Typically, this works well with the big players as they have deep pockets and resources to return the favor by putting in a word for you at the right places and forums.

This is a win-win situation for you as well as for them. However, keep in mind that you should not expect them to speak positively for you if your product and service don’t deliver as promised.

3. Offer incentives to employees

How to get your employees to approach B2B SaaS customers for video testimonials?

Here are some tips:

  1. Explain the value of a video testimonial and what it means for the company and to them.
  2. Prepare questions in advance. Have specific questions ready that will elicit meaningful responses from the customer about their experience with your product or service.
  3. Most importantly, train them on how to properly ask for one. This includes what type of language to use and what type of questions to ask.

7. Show them the power of videos

Video testimonials are one of the best ways to convince B2B SaaS customers of the power of video for marketing purposes.

With video, you can show how your product or service is used by real people and what it can do for them. You can also share how your products have helped other businesses and what they say about it.

Next, we are going to discuss how to use remote customer video testimonials to convince your SaaS clients and customers to agree to shoot a testimonial video.

Given the importance of the topic, we have devoted a separate section in which we are going to talk about.

Meanwhile, here is an example of a remote video testimonial from the Founder & CEO of ScaleX.ai for Content Beta:


What are Remote Customer Video Testimonials and How B2B companies can use them?

Remote customer video testimonials are becoming more popular with businesses because they are a low-cost, high-impact way to get your customers and clients on board.

They also offer the opportunity to reach people who may not be able to attend in person due to location or scheduling conflicts.

Not many customers would be knowledgeable about a testimonial, much less a video testimonial.

And then there is the equipment and technical details to take care of. Enough to scare away even the most enthusiastic of them.

That’s where a remote customer video testimonial comes in handy.

Remote customer video testimonials are an easy way for you to get your customers and clients on board with your company’s products, services, and mission.

Content Beta specializes in Remote Video Testimonials and follows a 3-step process: Connect – Capture – Create to create them rapidly, cost-effectively, and painlessly.

What are the best practices for B2B SaaS Customer Testimonial Videos?

B2B SaaS Customer testimonial videos are incredibly powerful marketing tools. However, to have the desired impact they need to meet some quality and aesthetic standards. Let’s see what they are:

1. Make sure your video is well-produced

To create a video that can impress your viewers, make sure that it is well-produced. This means taking the time to select high-quality footage, edit it, and add music or other audio effects as needed.

The extra effort makes the video look and feel professional and conveys your message effectively.

2. Be professional

You don’t want your video to look like a student film. You need to make sure that the visual style fits with your overall message.

It is important to keep the tone of your piece consistent with the overall theme. If you’re creating a serious piece, make sure that it’s not trying to be funny or ironic.

3. Include a link to your website or social media page

Including a link to your website or social media pages in the video testimonial drives traffic and conversions. When people watch your video, they can click on the link to learn more about your business or product.

Additionally, the link in the video helps with SEO, as it provides another opportunity for your website to rank high in search engine results pages.

4. Don't forget to include a call-to-action

With the customer testimonial video on your website don’t forget to include a call-to-action (CTA) that encourages people to learn more or buy what you are selling.

A strong CTA can make the difference between someone watching your video and taking the next step. You can include a CTA in the video or on your landing page.

5. Edit & optimize for social media sharing

Make sure the video is well edited and features clear and concise text that is easy to read. Additionally, provide context around your product or service by including testimonials or other customer-centric footage.

Finally, use hashtags to connect with users who are interested in similar topics. These simple tips will help you capture more B2B SaaS customer testimonial videos and create powerful content marketing tools for your business!

6. Publish on the website and landing page

Video testimonials can be easily published on your website and landing page, providing customers with a convenient way to share their thoughts.

By demonstrating that your customers are happy and satisfied with your product or service, you can encourage others to consider using it, too.

Here is an example of a customer testimonial video from Vodafone for Slack and published on the Slack website:


7. Use social media platforms

Social media platforms like Facebook and Twitter are great ways to promote customer testimonials. You can share videos of happy customers on your page, in your social media posts, and on your website.

This will help give buyers a better idea of what to expect from using your product or service and will encourage them to try it out for themselves.

8. Track results and improve

If your in-house production is not cutting ice with viewers, consider hiring a video production company to create engaging testimonial videos that showcase your products and services in action.

What workflow should Software-as-a-service companies follow when using B2B SaaS customer testimonial videos?

The first step in creating a video testimonial is to think about how you’ll reach out to customers. Next, you need to find the right people who will be able to speak positively about your product and company.

Here are a few tips for how to reach out to customers for video testimonials:

  • Start by creating a list of potential customers who would be good candidates for a video testimonial. This can include current or past customers, as well as industry experts or analysts who have experience with your product.
  • Contact those potential customers and ask them if they would be interested in doing a video testimonial. Explain what the process would involve and make sure they understand the benefits of doing a video testimonial.
  • After they accept your offer, shoot their video and add it to your testimonial page.
  • Now, you’re ready to post the page. You can include a link back to your product page so people who are interested in seeing more information can click to see it. You can link the page to your email, Facebook, and Twitter pages.


In the B2B world, potential customers are always looking for ways to differentiate one product from another. When it comes to software as a service (SaaS) businesses, B2B SaaS customer testimonial videos can be a powerful tool in differentiating your product from the competition.

The best B2B SaaS customer testimonial videos are short, sweet, and to the point. They focus on the customer’s experience with the product and how it has helped them achieve their goals.

In addition, they should be personalized so that potential customers can see themselves using the product in the same way.

Keep your remote customer video testimonial concise – around 2 minutes or less is ideal. It should be captured from the customers’ point of view.

Finally, add a call-to-action at the end of your video, to encourage customers to share your video with their networks.

Frequently Asked Questions (FAQs)

You don’t have to be on every single social media site, but it is important to use the ones that are relevant to your business. Use social media networks like LinkedIn and Twitter, and YouTube to promote your company and engage with customers.

Social proof testimonials are an effective way to show your audience that other people are already using your product and that they are happy with it. Studies show that people who saw a video testimonial were more likely to buy a product than those who had read the same testimonial.

Case study testimonials are an even more powerful way to show off the success of your product or service. These testimonials feature a specific customer or client who has achieved success thanks to your product or service. They offer potential customers a firsthand look at the success your product or service has helped others achieve.

1. Create a testimonial video featuring the right people

2. Add it to your testimonial page.

3. Link to Facebook, Twitter, LinkedIn, and email. You can link it back to your website, share it on Facebook and Twitter or even send it out with your email list.

Because potential customers can see and hear what others have had to say about a product or service before making a purchase decision. This is why it’s important to have a well-crafted plan for incorporating B2B SaaS customer testimonial videos into your overall marketing strategy.

Creating and hosting B2B SaaS customer testimonial videos can be expensive and time-consuming if you are new to the medium. Video hosting services make uploading B2B SaaS customer testimonial videos quick and easy, and they often provide powerful tools for tracking how well they are performing.

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