Best Practices for Hosting an Effective Online Sales Meeting Using Web Video Conferencing

Here are some tips for using web video conferencing for successful sales calls.

Although the most effective customer meetings are still face-to-face, web video conferencing can be almost as effective and sometimes more practical.

Even if your customer or prospective lead lives half way around the world, it is still necessary to host sales meetings and presentations - the impersonal nature of email will only get you so far.

A number of excellent, easy-to-use solutions exist to host your online meeting or webinar.

Personally, I've used and participated in WebEx meetings many times and always had a positive experience, although their costs can add up quickly as meetings get larger or more frequent. There are more affordable and just as capable and reliable web conferencing choices out there also, such as Zoom, iLinc, Unlimited Conferencing and others.

Check out the Software Marketing Store

Find helpful ebooks, marketing templates, strategy worksheets, and more.

Subscribe to our Free Newsletter

new Go-to-Market Toolkit

We have just launched our Go-to-Market Toolkit, with guides, templates and checklists to plan a successful software launch. 

Check out the Toolkit here, or you can get a free Go-to-Market Checklist one-pager if you sign up for our FREE monthly newsletter here.

If you prefer, you can also check out our other software marketing downloads.

6 Tips for getting the most out of Web Video Conferencing for Sales Calls

Here are my 6 Top Best Practices for getting the most out of web video conferencing for sales presentations:

  1. Treat the online meeting as you would a "real" face-to-face meeting: dress professionally, plan the agenda carefully, do not multitask (close your email and other applications before the meeting starts so you have no distractions).
  2. Choose a service provider carefully: you need to be sure they can meet your goals for the meeting in a professional manner;
  3. Be considerate of participants' time: in a web video conferencing session they are not a captive audience, and will get distracted by email and other business demands if you don't maintain their interest;
  4. Put together a crisp agenda, with meeting goals and strategies to achieve them;
  5. Have a plan to encourage live interaction: You could have some questions to ask of your customer to spur discussion, or include someone who's role it is to ask the first questions or add comments to get interaction going;
  6. End with a clear call-to-action: I've attended too many web meetings that are ended abruptly without clear next steps (after all, since you are not face-to-face, there will not be the usual opportunity for small talk or next steps discussion as the customer is ushering you to the door). Include time in the agenda for wrap up and next steps, with clear action items for the attendees.



  1. Home
  2.  ›
  3. Software Sales
  4.  ›
  5. Online Sales Meeting Software

Recent Articles

  1. Software Sales: Six Key Elements to Selling Software

    Oct 28, 19 08:37 PM

    Check out these top tips and templates to help you increase your software sales.

    Read More

  2. How to Sell Software Online

    Oct 28, 19 08:21 PM

    Learn how to sell software online: what steps do you need to take to sell software online? Where are the best websites to sell software online? Follow these seven steps to improve your online software…

    Read More

  3. What's Different About Selling Software Online?

    Oct 03, 19 02:02 PM

    What is different about selling software online? You may be wondering how is selling software online different from selling any other ecommerce product. After all, isn't selling software online more o…

    Read More