Last updated on Jul 13, 2024

Here's how you can adjust your approach for virtual sales meetings as an outside sales professional.

As an outside sales professional, you're likely familiar with the traditional face-to-face interactions that drive your business. However, the shift to virtual sales meetings requires a different approach. While the core principles of sales remain the same, the digital environment presents unique challenges and opportunities. The ability to adapt your strategy to virtual meetings is crucial for maintaining and growing client relationships when in-person meetings are not feasible.

1 Embrace Technology

In the realm of virtual sales, embracing technology is non-negotiable. You need to become proficient with video conferencing tools and CRM (Customer Relationship Management) software. These platforms are your new meeting rooms and sales trackers. Ensure your internet connection is stable, your camera and microphone are of good quality, and you're comfortable with the software's features. This level of preparation shows professionalism and respect for your clients' time, setting the stage for a successful virtual sales meeting.

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Anna Chan

I help entrepreneurs improve efficiency and lower labor cost by manufacturing automatic post-press equipment.
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1. First, have a topic, prepare your speech in advance, prepare a lively and interesting PPT, determine the tools to be used, and familiarize yourself with them in advance; 2. Do background research on the client and show real concern for the client's current situation; 3. Interactive Q&A: Encourage questions throughout the meeting. Thoroughly address these questions and take this opportunity to demonstrate your expertise.

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Hari Singh

National Sales Manager
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Implement data sheet every week,Fourthnighly,Monthly Basis, Daily follow up for task and execution, Monitor Competitor activity day to day Basis Action plan and flash routine activity What,When,How this process will be taken care

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Joël Nzaki

Economist • Technology Enthusiast • Entrepreneur • Wray Castel Connect Member • SalesTribe Member • Account Manager at Huawei Technologies DRC 永远不要放弃，永远保持积极
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Embrace technology for virtual sales meetings by mastering video conferencing tools, utilizing CRM systems for seamless data access, leveraging digital presentations, and incorporating virtual engagement techniques to maintain client rapport and effectively communicate your value proposition.

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2 Personalize Interactions

Personalization is key in virtual sales meetings, just as it is in person. Before each meeting, research your client thoroughly to tailor your pitch. Use their name frequently, reference previous interactions, and show that you understand their business. By personalizing the conversation, you create a connection that can bridge the digital divide, making clients feel valued and heard, which is essential in building trust and rapport online.

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Mark Connelly

Sales Consultant at CTS Cement Mfg.
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I believe in the hands of approach. I’d much rather show you how to use materials than tell you about the. Give a person a fish they will have a meal. Teach them to fly sh they will eat for lifetime

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3 Visual Engagement

Visual engagement is crucial in a virtual setting. Since you can't rely on physical presence, use visuals like slides, product demos, or screen sharing to keep the conversation dynamic. Make sure these materials are well-designed and relevant to the discussion. They should complement what you're saying, not distract from it. Your goal is to engage your client's senses and hold their attention throughout the meeting.

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Frederick Churbuck

Struggling to book meetings or close deals? I can help | Mentored & coached 750+ salespeople to go from rookies to elite performers. You'd be next. 25+ yrs in Software, Tech, Education/EdTech, SaaS, Travel & Wellness.
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Enhancing Visual Engagement Techniques! In a virtual setting, keeping the prospect engaged is crucial. Use interactive tools like polls, Q&A sessions, and live demonstrations to maintain interest and encourage participation. Personalize your pitch by addressing specific needs and pain points of the prospect, making the interaction more relevant and engaging. Example: Utilize screen sharing to walk through product features or use a digital whiteboard to illustrate concepts visually, creating a more interactive experience. One of my favorite engagement tools is Kahoot!

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4 Clear Communication

In virtual sales meetings, clear communication is paramount. Speak distinctly and ensure your points are concise and well-structured. Without the non-verbal cues that come with in-person meetings, your words carry extra weight. Be ready to articulate your value proposition clearly and anticipate questions or objections. Practice active listening to understand client needs and respond appropriately.

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5 Follow-Up Strategies

After a virtual meeting, follow-up strategies become even more important. Send a thank you email summarizing key points discussed and next steps. Use CRM tools to set reminders for follow-ups and keep track of client engagement. Quick and consistent follow-ups show clients that they are a priority and help keep the momentum of the sales process moving forward, even from a distance.

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6 Adapt and Learn

Lastly, always be willing to adapt and learn. Virtual sales is an evolving field, and what works today may need tweaking tomorrow. Pay attention to client feedback, be open to trying new approaches, and continuously refine your virtual sales techniques. This adaptability not only improves your sales process but also demonstrates to clients that you are forward-thinking and flexible, which are valuable traits in any business relationship.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Here's how you can adjust your approach for virtual sales meetings as an outside sales professional.

1

2

3

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5

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1 Embrace Technology

2 Personalize Interactions

3 Visual Engagement

4 Clear Communication

5 Follow-Up Strategies

6 Adapt and Learn

7 Here’s what else to consider

Outside Sales

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Here's how you can adjust your approach for virtual sales meetings as an outside sales professional.

1

2

3

4

5

6

7

1 Embrace Technology

2 Personalize Interactions

3 Visual Engagement

4 Clear Communication

5 Follow-Up Strategies

6 Adapt and Learn

7 Here’s what else to consider

Outside Sales

Rate this article

Thanks for your feedback

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