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5 Sales Infographics Ideas To Boost Sales Engagement

Victoire Leveilley
July 5, 2024
Remote Works

In the competitive world of sales, you probably know that standing out isn't just an advantage—it's a necessity. 

Amidst countless emails, presentations, and pitches, how can your sales team captivate potential clients and communicate value instantly? Enter the sales infographic—a dynamic blend of data, design, and storytelling that can transform how you connect with your audience.

In this article, we'll delve into the undeniable benefits of sales infographics and explore five innovative ideas to help your team harness their full potential. These sales infographics ideas will provide the inspiration you need to revolutionize your sales approach.

Why use sales infographics?

Imagine presenting your sales process not as a dry, complex chart but as a vibrant, visual journey that prospects can grasp at a glance. Picture showcasing your product's strengths through compelling visuals that highlight key differentiators without overwhelming with text.

Sales infographics do just that and more. Sales infographics are more than just eye-catching visuals; they are a strategic asset in the sales process. Here's why:

Simplified communication

Infographics excel at transforming complex information into easily understandable visuals, making them invaluable for sales teams looking to convey intricate concepts swiftly and effectively.

Example: if you present a detailed sales process flow through icons and a clear step-by-step layout, it will be more easily understood rather than a dense text document. This approach simplifies comprehension and enhances retention. This way, prospects can quickly grasp and remember key points visually.

Enhanced engagement

Visual content naturally captivates attention more effectively than text alone. By leveraging engaging design elements such as charts, graphs, and icons, your sales infographics can hold the viewer's interest longer.

Example: A visual demo storyboard or a visually appealing infographic highlighting key product benefits with colorful icons and customer testimonials is more likely to keep prospects engaged throughout a presentation or a sales pitch. This approach will clearly increase the likelihood of conversion.

Data visualization

Sales teams often rely on data to substantiate their proposals and demonstrate value. Infographics present data in a visually compelling manner, making statistics and metrics more accessible and impactful. 

Example: A sales performance dashboard infographic can graphically represent monthly sales targets versus achievements, pipeline status, and team performance trends. This visual representation facilitates data-driven decision-making for sales strategies.


Infographics are inherently shareable across various platforms, making them ideal for expanding your sales reach through social media, email campaigns, and presentations. 

Example: a well-designed infographic summarizing industry trends and your company's unique position can be easily shared on LinkedIn or Twitter, attracting attention from potential leads and stakeholders.

Memorability and Impact

Sales infographics leave a lasting impression due to their visual storytelling capabilities. By combining relevant data points with compelling visuals, infographics create a memorable experience for prospects.

Example: an infographic detailing customer success stories with before-and-after visuals and quantifiable results can leave a powerful impact during client meetings or presentations.

5 sales infographics ideas for inspiration

To help your sales team leverage the power of sales infographics, here are five ideas along with explanations on how to create and use them effectively:

1. Sales Funnel Breakdown

This sales infographic visually represents the stages of your sales funnel, from lead generation to closing the deal. Each stage is depicted with icons, percentages, and brief descriptions.

How to use it?

Share this infographic with your team to ensure everyone understands the sales process. Use it in client presentations to explain how your sales funnel works and where the client currently stands within it.

Design tips

  • Use a vertical layout to guide viewers through the funnel stages.
  • Include key metrics like conversion rates at each stage.
  • Use color-coding to differentiate each stage.

2. Customer Journey Map

A customer journey map outlines the journey a customer takes from awareness to purchase and beyond. It includes touchpoints, emotions, and actions at each stage.

How to use it?

Use this infographic to train your sales team on the customer experience. You can also share it with potential clients to demonstrate your understanding of their journey and how and where your product or service fits in.

Design Tips

  • If designed for clients, create a flowchart or timeline format.
  • If designed for your own team, use a table format to add more information.
  • Highlight key touchpoints with icons or images.
  • Include quotes or testimonials to add a personal touch.

3. Product Comparison Chart

This infographic compares your product with competitors based on features, pricing, and benefits. It highlights your product's unique selling points.

How to use it?

Share this infographic with prospects who are in the consideration stage. Use it during sales calls to visually explain why your product is the best choice.

Design Tips

  • Use a grid or table layout for easy comparison.
  • Highlight your product's strengths with bold colors or icons.
  • Include brief descriptions or callouts for each feature.

4. Sales Performance Dashboard

A sales performance dashboard presents key sales metrics such as monthly targets, achieved sales, pipeline status, and team performance. It's a visual summary of your sales data.

How to use it?

Use this infographic in weekly or monthly sales meetings to review performance. Share it with upper management to provide a clear overview of sales activities and results.

Design Tips

  • Use charts and graphs to represent data visually.
  • Color-code metrics to indicate performance levels (e.g., green for targets met).
  • Keep it updated regularly to reflect the latest data.

5. Case Study Snapshot

A case study one-pager summarizes a successful case study, highlighting the problem, solution, and results achieved. It includes key metrics and quotes from satisfied customers.

How to use it?

Share this infographic with prospects as proof of your product's effectiveness. Use it in presentations and proposals to build credibility and trust.

Design Tips

  • Use a storytelling format with a beginning, middle, and end.
  • Include before-and-after visuals to highlight the impact.
  • Use client logos and testimonials to add authenticity.

Better than sales infographics: customized videos with Claap

While sales infographics are a powerful tool for conveying complex information visually, there’s an even more engaging alternative: customized videos made using Claap.

The videos you’ll make by recording your screen or your webcam can offer enhanced engagement through dynamic storytelling and personalized content.

Claap revolutionizes the way sales teams create and share content with its intuitive video editing tools. With Claap, you can easily craft customized videos that capture your audience’s attention more effectively than static visuals.

Key features

Claap is an all-in-one video platform supporting your sales team, featuring:

  1. Screen and webcam recording;
  2. Meeting recordings with audio and video transcriptions;
  3. AI-generated notes and summaries according to a desired template;
  4. All-in-one video platform.

Why use Claap for customized videos

  1. Ease of Use: Claap’s user-friendly interface allows sales teams to create and edit professional-grade videos without requiring extensive technical skills. Drag-and-drop functionality and straightforward editing tools make the video creation process seamless and efficient.
  2. Analytics and Insights: Claap’s robust analytics dashboard provides valuable insights into viewer engagement. Track metrics such as watch time, viewer drop-off points, and interaction rates to understand how your content is performing and optimize future videos accordingly.
  3. Easy Sharing and Integration: Share your customized videos effortlessly through video emails, social media, or embedded on your website. Claap also integrates with all your favorite apps (Slack, Notion, Hubspot…) allowing for seamless incorporation into your existing workflows and CRM systems.

Explore the potential of customized videos with Claap now with our 14-days free trial.

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