How to Record a Loom Video (And Why It Falls Short for B2B Sales and Success Teams)

Recording a Loom video is one of the fastest ways to share a message visually. Whether it’s explaining a product update, walking through a document, or giving a quick team update, Loom makes it easy to hit record and share a link. But if you’re in a sales, marketing, or customer success role—and you want to scale personalized outreach—Loom starts to feel manual fast.

In this guide, we’ll walk through how to make a Loom video step-by-step. Then we’ll show why many B2B teams are switching to Sendspark instead—a tool built specifically to personalize video at scale, automate outreach, and maintain brand consistency.

Table of Contents

• Why Loom Became Popular
• Step-by-Step: How to Record a Loom Video
• The Bottleneck: Where Loom Falls Short for B2B
• What Makes Sendspark a Better Fit for Sales and Success Teams
• Feature Comparison: Loom vs Sendspark

Why Loom Became Popular

Loom has become the default screen recording tool for many professionals. It’s fast, easy to use, and perfect for asynchronous communication. You can explain something visually in under two minutes, rather than typing a long email.

Use cases where Loom works well:

• Internal updates
• Explaining product bugs
• Sharing meeting recaps
• Onboarding new teammates

But as teams try to apply Loom to external use cases like:

• Prospecting
• Customer onboarding
• Follow-up videos after demos
• Personalized outreach at scale

...the cracks start to show.

Step-by-Step: How to Record a Loom Video

Want to try Loom for the first time? Here’s how to do it.

1. Sign Up and Install

Go to loom.com and create a free account. Then install the Chrome extension or desktop app. The desktop version gives you more recording control.

2. Launch Loom

Click the Loom icon in your browser or open the app. Select your recording type:

• Screen + Camera
• Screen Only
• Camera Only

3. Adjust Settings

Pick the camera and microphone you want to use. You can also choose video quality (HD recommended) and what screen or window to share.

4. Hit Record

You’ll see a 3-second countdown. Begin speaking naturally. Keep your message tight and conversational.

5. Stop and Review

Click the stop icon or use a shortcut to end recording. Loom uploads your video to your library instantly.

6. Share Your Video

You’ll get a unique URL that you can copy and send. Loom offers trimming and call-to-action buttons on paid plans.

It works well for basic videos. But here’s what happens when you need to scale that workflow across dozens or hundreds of prospects or clients.

The Bottleneck: Where Loom Falls Short for B2B

If you’re just sending a one-off video to a colleague, Loom does the job. But B2B sales and customer success teams operate differently:

1. You Need Personalization

Loom doesn’t allow you to dynamically insert prospect names, company logos, or custom CTAs into the video or landing page. That means you need to record each video from scratch or send generic ones.

2. No CRM Integration

You can’t automate video sending via HubSpot or Salesforce workflows. And there's no easy way to connect activity data (opens, plays) back into your CRM.

3. Limited Branding

While you can add a profile photo and custom thumbnail, Loom doesn’t support full white-labeling, custom domains (CNAME), or branded CTAs—all of which matter if you’re trying to create a polished buyer experience.

4. It’s Time-Consuming

There’s no way to record once and personalize for hundreds. Loom was built for 1:1 recording, not scalable campaigns. If your team is spending hours re-recording minor variations, it’s time to upgrade.

What Makes Sendspark a Better Fit for Sales and Success Teams

Sendspark is like Loom—but built for revenue teams. It solves the problems above while retaining the simplicity that makes Loom appealing.

1. Dynamic Video Personalization

Sendspark lets you insert personalized elements directly into the video or page: recipient names, company logos, even dynamic CTAs. Record once, and personalize at scale using CSV files or CRM data.

2. CRM and Outreach Integrations

Sendspark integrates with HubSpot, Salesforce, Gmail, Outlook, LinkedIn, and Slack. You can trigger videos from workflows, add them to emails, or even embed directly into LinkedIn messages.

3. White-Labeled Experience

Use your company’s domain (CNAME), add your logo, customize the player, and control the viewer experience end-to-end.

4. AI Video Scripts + Teleprompter

Don’t know what to say? Sendspark generates compliant, persona-based scripts for you, then displays them in a teleprompter so you sound polished and confident.

5. Engagement Tracking

Track open rates, play rates, click-throughs, and replies—right inside your CRM or email tool. See what’s working and double down.

Feature Comparison: Loom vs. Sendspark

Final Thoughts

Loom is a great tool for internal communication. But if you're in a customer-facing role and want to:

• Stand out with personalized outreach
• Scale 1:1 video messaging without the 1:1 workload
• Maintain brand control and consistency

...then Loom will slow you down. Sendspark was designed to handle the demands of modern sales and marketing teams. With dynamic video personalization, integrations, analytics, and automation support, it turns video from a time suck into a pipeline driver.

Frequently Asked Questions

Is Loom free to use?
Yes, Loom has a free plan with limited recording length and basic sharing features. Sendspark also offers a free plan, but with more branding and personalization capabilities.

Can I use Sendspark for sales outreach?
Yes. Sendspark was built specifically for sales, marketing, and customer success teams. You can create and send personalized videos to hundreds of contacts without re-recording.

What makes Sendspark better than Loom?
Sendspark allows dynamic personalization, CRM integration, white-label branding, and workflow automation. It’s built for teams who need to scale personalized video communication.

Can I track who watches my videos?
Yes. Sendspark provides video analytics including views, watch time, click-throughs, and replies—and integrates that data with your CRM.