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The Center for Sales Strategy Blog

Maximizing Virtual Selling for Prospects and Clients

Maximizing Virtual Selling for Prospects and Clients

Remote selling, virtual selling, more communication via emails, and phone calls it’s all the new normal. And these new normal tactics require a significant shift in skills to create a more engaging buyer experience.

Conducting business over Zoom is tricky. Rather than shaking hands and reading body language, salespeople must learn how to limit distractions, make virtual sales demos more like traditional presentations, and learn to communicate as effectively online as they do when they’re physically with prospects and clients.

Being a sales professional in 2020 is very different than it was just last year. Buyers, who used to prefer meeting face-to-face prior to making a purchasing decision, have changed too.

Accept, Adapt, Accelerate

New call-to-actionPeople everywhere are adapting to this new way of life. Consumers buy cars from their living rooms, order furniture without seeing it first, and even buy homes without ever setting foot into them. Virtualization has made this all possible, and if anything, Covid-19 has expedited this shift to this new existence.

Since the start of the pandemic, managing partners at The Center for Sales Strategy (CSS) have been saying that now is the time to Accept, Adapt, and Accelerate.

  • Accept that there is a new reality for remote selling
  • Adapt to the way we sell remotely based on our new reality
  • Accelerate the process do it often so you can improve

Although prospecting is one aspect of the sales process hit hardest with virtual selling, salespeople still love to connect, build rapport, and develop strong relationships. Instilling confidence in your salespeople to embrace the reality of virtual selling will also help clients and prospects accept it as well.

How Salespeople Can Maximize Virtual Selling

Face-to-face sales meetings will happen soon enough, but the future is now. Sellers must help their clients and prospects not only accept it but also embrace it. They help them do that by making the process simple for them. Knowing how to do it right is essential!

Set an example of how it can be done effectively, and you’ll set yourself apart from your competition. Here are some best practices:

Use Video in the Sales Process to Humanize Content

Video has both the audio and visual capability to humanize your content. It’s a great way to engage a new prospect and strengthen relationships with current customers. Additionally, Zoom Communications reports that using video creates 82% more trust.

  • When to incorporate video into the sales process:
    • After you have made numerous attempts and have not broken through
    • When you are attempting to reconnect after some time has passed

There are on-line resources available to help  create video content and deliver it professionally. VidYard and Loom are two sites to assist with videos.How To Embed Personalized Video Into Your HubSpot Emails

How Sales Managers Can Help with Virtual Selling

Know that clients and prospects are making decisions about your salespeople based on how well they conduct themselves on video. As a sales manager, help your team by role playing in a virtual environment and sending them blogs and resources for additional support to reinforce best practices for virtual selling.

Make the Remote Needs Analysis Meeting Turnkey for Prospect

  • Send a calendar invite with:
    • Time
    • Date
    • Shared meeting information

  • Join the meeting early
    • Be there to welcome them
    • Ensure everything is working correctly

  • Begin the meeting by building rapport
    • When people can see us, they can connect us
    • Share your agenda and state the purpose of the meeting
    • Ask questions about their business
    • Being with the end of mind know what you want the outcome of the meeting to be

  • Share on-screen what you would in person
    • We recommend 3-5 PowerPoint Slides
    • Be mindful of someone’s time start and stop when you said you would
    • Remove distractions turn off Outlook, put the phone away

  • Wrapping up the call
    • Ask if they have any questions
    • Secure next steps in the process
    • Email recap after the meeting reviewing what was discussed and confirming next steps

The key is to make it so that the technology doesn’t distract from the meeting but helps it to be more effective. Virtual selling is becoming more and more prevalent in the sales process. Make it a great experience for your clients and prospects so they'll trust the virtual sales process. 5 Min, On-Demand Webinar: Manager Tips for Working with a Remote Sales Team

Topics: sales process Remote Team virtual selling