Remote work has become the new normal, meaning that sales professionals are working virtually more than ever before.

Meeting sales targets virtually is possible, but it does require specific skills and techniques that help you build relationships and make value propositions without ever meeting your customers face-to-face.

In this post, we’ll cover everything you need to know to excel at virtual sales, including:

Virtual selling is selling your business’s product or services online, often through video calls, and the practice has increased significantly over the last three years.


Using technology also means a general ability to troubleshoot technical issues that may arise, like walking a prospect through the process of authorizing their computer microphone to be used on Zoom.

Selling online requires clear and effective communication to ensure nothing gets lost between screens and everything is understood as well as it would be during an in-person conversation.

This includes writing clearly and concisely, speaking clearly, and providing accurate information. You should also be comfortable talking on the phone or via video chat.

Selling can be challenging, even in the best of circumstances. When you’re selling online, it’s important to try and stay positive and motivated.

Some tried and true strategies for staying motivated if you feel yourself slipping are:

Below we’ll discuss virtual selling tips that, combined with your skills, will help you excel at virtual sales.

Connecting with your prospects will be challenging if you don’t know anything about them before you talk. Unless you’re having a discovery conversation, not knowing anything about them would be a waste of time because you’d spend more time learning about who they are than making value propositions for your product or service.

Connecting virtually might feel awkward, so it’s essential to help prospects and buyers feel comfortable on all the virtual platforms you use, especially if you meet over video calls.

Virtual selling and buying are different from the traditional sales process your prospects might be used to. So, it can be helpful to show them ahead of time what the process looks like.

You can do this by sharing a roadmap that outlines the process so they know what to expect to help them feel more at ease with the knowledge of what’s coming next.

For example, customers might wonder how they ensure the safety of signing a document if they can’t meet with you in person. You can ease this worry by letting them know you use secure document signing services that facilitate safe, online document signing services.

A great way to level up your virtual sales process and make virtual selling interesting and engaging is to alternate how you communicate virtually.

The process will be less monotonous, and new ways of communicating with your business can keep engagement high.

Visuals are another great way to keep prospects engaged during a virtual sales process as it changes how they receive the content you share with them. Visuals can be pictures, diagrams, or anything you can use to display your words in a new way and capture attention.

Visuals are also a great way to drive home the emphasis of the points you make. For example, if your customers achieve a 50% higher close rate with your CRM. You can say this to them, but you can also make the impact of your words stronger if you can show this statistic to them as a graph and compare their closing rate before and after they began using your CRM.

Although virtual sales are becoming more popular, it’s still a new sales channel. As a result, there aren’t established field guides or processes to follow that meet the needs of every single business, so it’s important to be prepared to, ready to, and willing to iterate on your virtual sales process as time goes on.

It might take some trial and error, but the more you interact with your customers online the easier it will be to create a virtual sales process free of kinks that helps you connect with leads and drive sales as well as you would in-person.