Key Takeaways

  • Select the Right Tools: To choose the best video conferencing tool for sales, focus on reliability, security, and integration capabilities.
  • Engage Effectively: Personalize interactions and use interactive elements to keep clients engaged and responsive during video calls.
  • Leverage Integrations: Utilize integrations like LinkMatch to streamline your sales process and improve client management through seamless CRM updates.

Adopting a remote-working sales experience comes with a challenge and skill you have to acquire: mastering video conferencing.  

This guide walks you through the challenges of using video conferencing to meet and exceed your sales goals. 

We’ll cover everything from choosing the right tools to engaging with clients effectively during your calls. Whether you’re just starting or looking to sharpen your skills, this article is tailored to help you close deals and forge stronger relationships, all from the comfort of your desk.

Selecting the Right Video Conferencing Tools

Overview of Available Tools

In the vast sea of video conferencing tools, selecting the right one can significantly impact your sales strategy. Here are the top three video conferencing tools widely used by sales professionals, each renowned for specific features that can enhance your sales calls:

  1. Zoom: Known for its reliability and high-quality video, Zoom is a favorite among sales teams. Key features include high-definition video and audio, hosting up to 500 participants, and robust security options, making it ideal for large-scale presentations and meetings.
  2. Microsoft Teams: Integrated deeply with Office 365, Teams is perfect for those embedded in the Microsoft ecosystem. Its key sales-friendly features include seamless document sharing directly from Microsoft applications, real-time collaboration tools, and extensive customization options through various apps and bots.
  3. Google Meet is a go-to for those requiring tight integration with Google Workspace. It offers features like real-time captions powered by Google’s speech recognition technology, easy access from Google Calendar, and a simple, no-fuss interface that supports spontaneous meetings and straightforward scheduling.

Criteria for Selection

Having a list of tools to select from might be overwhelming. No worries! We have compiled a list of four criteria that you should consider before deciding what tool is best for you. 

Let’s take them one by one:

  • Reliability: This is non-negotiable. A reliable platform minimizes disruptions during sales calls, ensuring a smooth, professional experience for you and your client
  • Security: Given the sensitive nature of sales discussions, which often involve confidential information, the security of a video conferencing tool is paramount. 
  • Ease of Use: The platform should be intuitive for you and your clients. A tool that is easy to navigate reduces the time spent on technical difficulties and learning how to use new features, allowing more time for meaningful engagement with clients.
  • Integration Capabilities: For sales professionals who rely on various tools (e.g., CRM systems, email marketing software), the ability to integrate these with your video conferencing tool can streamline workflows. This means less switching between applications, improved productivity, and a smoother flow of information across your sales process.

Customization for Sales Needs

Another thing you might want to look into is the customization feature of the tools. Some of the most common ones are:

  • Virtual Backgrounds: This feature allows you to maintain a professional appearance by masking your real background.
  • Whiteboarding: Interactive whiteboarding capabilities enable you and your client to brainstorm, jot down ideas, and visualize discussions in real-time. 
  • Real-Time Document Collaboration: This feature facilitates a more dynamic and interactive exchange of ideas by allowing multiple participants to edit documents during a call. 

Engaging Clients Through Video Conferencing

After you choose the right tool, consider some strategies to help you thrive in this new way of selling. 

personalizing client interactions

Personalizing Client Interactions

Your main job is to make your clients feel like you are talking directly to them. 

To resonate deeply with clients and ensure that your video conferencing calls are impactful, consider the following techniques to personalize your interactions:

  • Pre-Call Research: Before your meeting, research your client’s business, recent news, and industry challenges. This preparation allows you to tailor your discussion to their context, demonstrating your commitment and understanding of their unique situation.
  • Customized Presentations: Adapt your sales materials to address the specific needs and pain points of each client. Use the information from your research to highlight how your product or service solves their particular problems, and customize visuals and data to reflect scenarios relevant to their business.
  • Engaging Stories and Examples: Include stories or case studies relevant to the client’s business during your presentation. Sharing examples of how you’ve successfully helped similar clients can make your pitch more convincing and relatable, showing a clear understanding of their needs.

Interactive Elements to Boost Engagement

Apart from personalization, you can use some tools to make your video calls more engaging. Here are three ideas of what you can use:

  • Polls and Surveys: Utilize polls and surveys during your presentation to gather real-time client feedback. This keeps the meeting interactive and provides valuable insights into the client’s thoughts and preferences, allowing you to tailor your approach on the spot.
  • Q&A Sessions: Schedule time for a question-and-answer segment within your call. This encourages dialogue and allows clients to voice any concerns or curiosities they may have. It’s an excellent way to engage clients directly and address their specific needs in real time.
  • Live Demonstrations: Incorporating live demos of your product or service during the call can make a substantial impact. Demonstrations help clients see firsthand how your offerings work and how they could benefit from them, making the abstract more concrete and digestible.

Follow-Up Strategies

Your job isn’t done once your call ends; it just starts. Video conferencing tools have different functionalities that can help you have efficient follow-up strategies. 

You can include:

  • Summaries and Action Items: Immediately after your call, send a concise summary of the discussion and clearly defined next steps. 
  • Scheduled Follow-Up Meetings: Schedule a follow-up meeting before ending your initial call. This keeps the conversation going and shows dedication to addressing the client’s needs. It also provides a clear timeline for progress and decision-making.
  • Personalized Check-Ins: Use insights gained during your video call to send personalized messages or emails that reflect the understanding of the client’s specific concerns or interests. 

Cross-Platform Integration Strategies

When it comes to remote sales, efficiency is key. One common practice is to include cross-platform integration strategies in your plan. 

Here are two ways how these integrations can streamline operations, enhance customer data management, and improve the overall customer experience:

  • CRM Integration

By connecting your video conferencing tool with a Customer Relationship Management (CRM) system, you can automate the capture of interaction data. 

A practical example is the integration between Zoom and Salesforce, where sales calls are directly linked with Salesforce records, allowing for real-time updates and follow-ups.

  • Marketing Automation Tools Integration

Integrating video conferencing platforms with marketing automation tools can help personalize marketing efforts based on the insights gathered during video calls. 

For instance, if a potential client expresses interest in a specific product feature during a Zoom call, this information can trigger an automated email from a tool like HubSpot, offering detailed content about that feature or scheduling a follow-up demo specifically focused on it. 

Integrating LinkMatch to Enhance Sales Through Video Conferencing

One tool that can help you with efficiency is LinkMatch.

LinkMatch is a powerful tool designed to enhance the capabilities of sales teams by seamlessly integrating with CRM systems and leveraging social platforms like LinkedIn and XING. It specializes in automating and optimizing CRM workflows, ensuring that valuable client data is automatically synced without manual input. 

Leverage standout features, such as instant profile matching and saving LinkedIn profiles to your CRM directly. This means that when you interact with a potential client on LinkedIn, LinkMatch can instantly recognize and match their profile with existing CRM records or create new ones. 

This saves time, enhances data accuracy, and provides sales teams with up-to-date information, enabling more personalized and informed sales interactions.


To significantly boost your sales outcomes using video conferencing tools, it’s essential to integrate the strategies discussed into your daily sales activities. 

From selecting the right tools and customizing them to suit your sales needs to engage effectively with clients and handling objections with finesse, every aspect contributes to a more successful sales process. 

FAQs: Enhancing Sales with Video Conferencing Tools

What are some key features to look for in video conferencing tools for sales?

Look for reliability, ease of use, security, and integration capabilities that align with other sales and marketing tools to streamline workflows and enhance client interaction.

How can video conferencing tools enhance client interactions?

Video conferencing can personalize client interactions by using tailored presentations, engaging stories, and interactive elements like polls and Q&A sessions to foster a deeper connection.

What are effective follow-up strategies after a video sales call?

Effective strategies include sending a summarized email of discussed points and next steps, scheduling a follow-up meeting, and personalizing check-ins based on insights gained during the call.

How can integrating video conferencing with CRM improve sales?

Integrating video conferencing with CRM systems ensures that all client interactions are automatically logged, providing up-to-date information that can be used to tailor future communications and strategies.

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