Managing A Sales Team With Video Conferencing

November 26, 2012, by Adam Kaiser in Video Conferencing

Video conferencing uses span across nearly every industry and profession. When it comes to staying connected with both internal and external contacts, there is no better way to maintain communication and provide the highest level of customer service. When it comes to sales, utilizing every avenue available to differentiate oneself is critical to closing that next big sale. Previously we have discussed the merits of video conferencing as a tool for sales professionals who work directly with customers. But another key area to apply the power of video is the internal management of sales within any organization.

Sales managers across a variety of industries struggle with similar challenges; including managing a team of sales professionals, providing timely and accurate forecast data to upper management, as well as being able to mentor and contribute to each rep’s success. Let’s look at how video can be used in these key areas.

Forecasting

One of the most challenging aspects of managing a sales team and sales effort is receiving accurate forecast data from the sales team as well as reporting the most accurate forecast to upper management. Video conferencing provides a far better way to work with remote reps on this critical business area. In many organizations, reps provide their forecasts electronically through a CRM or other tool.

These numbers may be discussed via a phone call with a manager before submittal but sometimes they only live electronically. Even in those situations where a manager and rep discuss the numbers, it can be hard to read the sales rep’s demeanor and overall confidence in the numbers. When these forecast calls are elevated to video, non-verbal cues can help the manager quickly ascertain if the forecast is based on solid information or purely on conjecture. Armed with that “truth” the manager will be able to provide forecasts that are based on reality.

Internal Teams

Another challenge a sales rep must overcome is the need to rely on different teams within an organization to provide the products and services they are tasked to sell. Especially in a technical sale, sales reps are required to call upon engineers and other subject matter experts to help explain products and services, define pricing and scopes of work, as well as give the customer more in-depth technical presentations. In many cases, these subject matter experts must be flown to different locations (thus increasing the cost of sales). With video, sales can easily communicate internally with the SMEs on what they need to move the sale forward and can also bring a customer into a video meeting to help sell the value of the organization’s technical expertise.

Sales Training

How does an organization keep its sales team updated on the latest product and service developments without taking the team away from the business of selling? Video conferencing can provide a way to do short, specific training sessions with sales reps, no matter where they are located. Instead of requiring the team to come into one location for an extended period of trainings and updates, information can be disseminated in smaller sessions, more frequently. Even better, a sales rep would only have to take an hour or two out of their schedule and they can return to selling as soon as possible.

Video conferencing has the power to transform a sales team into an incredibly efficient and profitable machine. When sales is more prepared, better connected, and held even more accountable, the results can only increase an organization’s bottom line!

Author Page

Adam Kaiser, AVP, Marketing

Adam Kaiser is AVP, Corporate Marketing for IVCi and has five years of experience in the visual collaboration and audio visual industry. Adam has a particular interest in unified communications solutions and interoperability.

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