Remote Sales skills training and executive workshops

As workplaces become increasingly remote, optimizing your remote sales skills and strategies is necessary to gain an advantage over the competition. Winning by Design uses the power of science to improve your remote sales process and increase your revenue. We help your business improve its existing sales methodology, so your workplace can work smarter, not harder.

We tailor our workshops to both executives and those on your sales and customer success teams. We create material for executives, so you can get your management on board and leading the rest of your team when it comes to new remote sales strategies. We also build remote sales skills training for your sales and customer success representatives to give your whole team a clear picture of how their initiatives and successes impact each other.

 

The Winning by Design Remote Selling Playbook

As workplaces become increasingly remote, optimizing your remote sales skills and strategies is necessary to gain an advantage over the competition. Winning by Design uses the power of science to improve your remote sales process and increase your revenue. We help your business improve its existing sales methodology, so your workplace can work smarter, not harder.

We tailor our workshops to both executives and those on your sales and customer success teams. We create material for executives, so you can get your management on board and leading the rest of your team when it comes to new remote sales strategies. We also build remote sales skills training for your sales and customer success representatives to give your whole team a clear picture of how their initiatives and successes impact each other.

  • Relevant sales stages
  • Identification of clear entry and exit criteria for each stage
  • Content for skill-building throughout the selling process
  • Turn-by-burn directions to walk your reps through every step of the selling process
  • Customized blueprints for each phase
  • Thorough recommendations on how to implement the playbook

Even a 10% improvement in the preceding steps can yield twice the results. We provide more than quick fixes — we give your business the organizational process and structure necessary to exceed expectations through achievable, sustained growth.

 

How to Excel at Remote Selling

More and more companies are starting to use remote selling to their advantage. Remote selling helps your business reach a larger audience, in a much shorter time period. The framework that we use to help companies have impactful connections with their customers while remote selling is called SPICED:

  • Situation: Identify the context and situation relevant to your potential customer’s purchasing decision.
  • Pain: Target the specific pain points and business problems that have brought your customer to seek out your software as a service (SaaS) solutions.
  • Impact: Present how your business can make a quantifiable impact on your customer’s business, and show them how others similar to them have achieved that impact already.
  • Critical event: Understand the events that are motivating the customer to make a purchase by a certain date.
  • Decision criteria: Identify any unique or special considerations you must make to validate your customer’s purchase.

 

Learn how to be successful in remote sales

Access our remote sales training YouTube playlists with video demonstrations, step-by-step guides, and more on remote selling skills, techniques, and strategy.

Set up your remote work environment

Learn how to prepare your home or remote office for business with this playlist. Once you learn to embrace this new style of working, you may never go back!

3 common remote work mistakes to avoid
How to set up your lighting
Setting expectations with participants

How to set up your lighting

Before starting your meeting, ensure that your workplace has excellent lighting for your camera. While on a video call, your screen should be away from direct sunlight to avoid overexposure or glare. Instead, you can improve your lighting quality by placing a small lamp in front of you. The best angle for creating the appropriate lighting and shade on your face is a 45-degree angle above your head. If you’re video calling frequently, investing in a high quality photography lighting setup may be worthwhile.

Setting expectations with participants

While video calls are an excellent way to increase participation in the workplace, it’s important to set expectations with your participants beforehand to ensure a productive meeting. Include details about audio and video requirements and other information on the invite. Preparing your team ahead of time keeps everyone from being caught off-guard by a meeting where you expect them to turn their cameras on.

Always make sure your camera is on and you’re setting a good example as the meeting leader; this will encourage others to do the same.

When working in a mixed team where some members join from your business’s office and some are virtual, encourage all participants to turn their video cameras on. This measure equalizes everyone in the room and prevents a hierarchy between those in the meeting room and those who are remote. By using just one audio output, you can avoid or minimize echo and feedback loops.

3 common remote work mistakes to avoid

To keep distractions to a minimum and create a more productive environment, be sure to avoid the following three common mistakes:

  1. Lighting: Too much backlight can distort your profile and make it difficult for those in the meeting to see you.
  2. Camera location: Make sure that your camera is far enough away from you and that you have about one fist-worth of space between the top of your head and the top of the frame.
  3. Action: Try to minimize background actions whenever you’re in a meeting. Some background or ambient noise may be appropriate in more casual settings, but others call for a more quiet and professional environment.

Leverage online tools

Before starting your meeting, ensure that your workplace has excellent lighting for your camera. While on a video call, your screen should be away from direct sunlight to avoid overexposure or glare. Instead, you can improve your lighting quality by placing a small lamp in front of you. The best angle for creating the appropriate lighting and shade on your face is a 45-degree angle above your head. If you’re video calling frequently, investing in a high quality photography lighting setup may be worthwhile.

Leverage online tools

You know how easy it is to tune out of a boring webinar? We want to make sure your remote meetings don’t feel like that! This playlist shows you how to facilitate online meetings, be more engaging, use a whiteboard effectively, and more.

Using screenshare, chats, and polls
Using the whiteboard
Slack & Zoom best practices

Using screen-share, chats, and polls

By using elements such as screen-share, chats, and polls, you can increase the amount of interaction in your meeting and keep everybody focused on your agenda.

There are a few simple rules to follow when screen sharing. When taking notes in a meeting, try taking notes in a document that you share on the screen for the whole team to see. Any other content needed? Have that open and ready in other tabs in your browser. Tab-based selling is an excellent way to show your team how professional and well-researched your pitch is right from the beginning of your presentation. Before sharing your screen, make sure that you have the materials you need to present ready to go.

If you want to make your meeting go as smoothly as possible, it’s essential to speed-test your technology before you begin presenting. You can test the speed of your internet using tools such as fast.com. If you’re concerned that your internet speed may be too slow during a meeting, consider bringing on a co-host who can help you run the meeting if your technology goes down.

Using the whiteboard

All you need to create videos and get your idea across clearly during meetings is a large whiteboard. We recommend starting with a 4-foot-by-6-foot whiteboard to give yourself enough room to work with and let your audience see your ideas. When writing, it’s okay to leave a bit of silence and let your audience take in the concepts you’re presenting.

The first rule of using a whiteboard to present is writing in large and clear letters. Cursive is difficult to understand on a screen, and big block letters are ideal for creating penmanship that everyone in the room can read. Visual learning is great for everyone, and even small doodles can add tremendous value to your presentation. Don’t be afraid to share your drawing skills, no matter how grand or limited they may be.

As for presentation or video length, clear and concise videos always reign supreme. It’s essential to clearly state the purpose of your video from the beginning and keep your work tightly focused on what your audience needs to know.

Slack & Zoom best practices

Before a Zoom meeting begins, it’s important to establish and state the rules of engagement that you want to use during your presentation. Zoom’s software allows participants to perform actions like raising a hand and asking questions in the chat. You can increase the interactivity of your session through features like polls and break-out rooms.

One way to encourage audience participation before, during and after a meeting is by opening a Slack channel. In Slack channels, you can keep track of meeting notes and start subthreads based on the questions asked during the session.

Get started!

Get in touch to discuss bringing Winning by Design’s Remote Sales programs to your sales and management teams today.