How to Facilitate Remote Sales Meetings

08 November 2023

How to Facilitate Remote Sales Meetings

In the digital age, remote sales meetings have become an integral part of business operations. With the advent of advanced technology and the rise of remote work, sales teams are now able to connect with clients and colleagues from all corners of the globe. However, facilitating these meetings effectively requires a unique set of skills and tools. This guide will provide you with comprehensive insights into how to facilitate remote sales meetings successfully.

Understanding Remote Sales Meetings

Before diving into the 'how-to', it's important to understand what remote sales meetings are and why they are important. Remote sales meetings are essentially sales meetings that are conducted virtually, typically through video conferencing platforms. They allow sales teams to connect with clients or prospects without the need for physical presence.

These meetings are not only cost-effective but also time-efficient. They eliminate the need for travel, allowing sales teams to connect with more clients in less time. Moreover, they provide the opportunity to engage with clients in different geographical locations, expanding the business's reach.

The Importance of Remote Sales Meetings

Remote sales meetings are crucial in today's business landscape for several reasons. Firstly, they allow businesses to maintain operations and client relationships in situations where physical meetings are not possible, such as during a pandemic or in the case of remote teams.

Secondly, they provide a platform for sales teams to showcase their products or services in a controlled environment. This can be especially beneficial for businesses with complex products or services that require detailed demonstrations or presentations.

Preparing for Remote Sales Meetings

Preparation is key to facilitating successful remote sales meetings. This involves several steps, from setting clear objectives to ensuring that all participants have the necessary technology and resources.

Setting clear objectives for the meeting is the first step. These objectives should be communicated to all participants in advance to ensure that everyone is on the same page. This will help to keep the meeting focused and productive.

Choosing the Right Technology

The choice of technology can make or break a remote sales meeting. It's important to choose a reliable video conferencing platform that offers high-quality audio and video. The platform should also be easy to use for all participants, regardless of their technical proficiency.

It's also important to have a backup plan in case of technical difficulties. This could involve having an alternative platform ready or ensuring that all participants have the contact details of the meeting facilitator.

Ensuring Participants Have Necessary Resources

Another key aspect of preparation is ensuring that all participants have the necessary resources. This could involve sending out any required reading materials or presentation slides in advance. It's also a good idea to provide participants with a clear agenda for the meeting, including any key discussion points or decision-making items.

Additionally, it's important to ensure that all participants have a stable internet connection and a quiet, distraction-free environment for the meeting. This will help to minimize disruptions and ensure that everyone can participate effectively.

Conducting Remote Sales Meetings

Once the preparation is complete, it's time to conduct the meeting. This involves several key steps, from setting the tone at the start of the meeting to managing the discussion effectively.

Setting the tone at the start of the meeting is crucial. This involves welcoming all participants, reiterating the objectives of the meeting, and setting out any ground rules. This will help to create a positive and productive atmosphere.

Managing the Discussion

Managing the discussion effectively is a key aspect of facilitating remote sales meetings. This involves ensuring that all participants have the opportunity to contribute, managing any conflicts that arise, and keeping the discussion focused on the meeting objectives.

One effective strategy for managing the discussion is using a 'round robin' approach, where each participant is given the opportunity to speak in turn. This can help to ensure that all voices are heard and can also help to keep the discussion focused.

Using Visual Aids

Visual aids can be a powerful tool in remote sales meetings. They can help to keep participants engaged, clarify complex points, and reinforce key messages. This could involve using presentation slides, infographics, or even live demonstrations.

However, it's important to use visual aids effectively. They should enhance the discussion, not distract from it. It's also important to ensure that all participants can see and understand the visual aids, so it's a good idea to check this at the start of the meeting.

Following Up After Remote Sales Meetings

Following up after the meeting is just as important as the meeting itself. This involves summarizing the key points of the discussion, actioning any decisions made, and gathering feedback from participants.

Summarizing the key points of the discussion helps to reinforce the messages from the meeting and ensures that all participants are clear on what was discussed. This could involve sending out a meeting summary or minutes to all participants.

Actioning Decisions

Actioning any decisions made during the meeting is crucial. This involves assigning tasks to relevant team members, setting deadlines, and monitoring progress. This helps to ensure that the meeting leads to concrete outcomes and keeps the momentum going.

Gathering feedback from participants is also an important part of the follow-up process. This can provide valuable insights into how the meeting was received and highlight any areas for improvement. This could involve sending out a feedback survey or simply asking participants for their thoughts.


Facilitating remote sales meetings can be a complex task, but with the right preparation and approach, it can lead to productive and successful outcomes. By understanding the importance of these meetings, preparing effectively, managing the discussion, using visual aids, and following up effectively, you can ensure that your remote sales meetings are a success.

About the author
Arnaud Belinga
Arnaud Belinga
Arnaud Belinga is the Co-Founder & CEO at Breakcold. He talks about Sales CRM use, marketing & sales. He loves Surfing 🏄‍♂️ & Skateboarding 🛹️.
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