The Do’s and Don’ts of Remote Sales: Do You Know the Right Ones?

  • Home
  • Blog
  • The Do’s and Don’ts of Remote Sales: Do You Know the Right Ones?

Table of Contents

Remote sales are changing the rules of the game.

And whether you love it or hate it, one thing is for sure:

It's here to stay.

Just think that for every outside sales rep companies recruit, they hire ten (yes, 10) inside sales reps.

If we rephrase that statistic in percentages, we can say that a whopping 91% of sales positions go to remote salespeople.

This trend pretty much leaves you with no alternative.

Either you put on your big boy or big girl pants and learn how to adapt to the changing times, or sooner or later, you'll find yourself in a very uncomfortable position.

But there's no reason to panic (just yet) because we've got your back.

We'll hold your hand as tight as remotely possible and teach you all about:

  • Remote sales 101
  • The common challenges you'll face
  • The tools and techniques that'll help you overcome then
  • The seven do's and don'ts of remote sales
  • And the secret weapon of remote selling, the sales CRM

All you need to do is read on.

Do we have a deal?

Awesome, then let's dive in.

Remote Sales 101

Remote Sales

Remote sales are exactly what it sounds like — sales done from a remote location, where the buyer and seller never actually meet in person during the various touchpoints.

No tricks here.

Well, except for the fact that some people widen the definition of remote sales to include sales with a majority of virtual touchpoints and a minority of in-person interactions.

We'll accept both variations.

The important thing is that remote selling involves virtualizing traditional sales processes and uses digital technology to enable smooth communication.

By the way, remote selling is also commonly called virtual selling.

But why are people leaving a tried-and-tested personal approach that has served humanity since the invention of bartering?

Traditional sales were doing great until people and companies realized you could be just as productive working from a tech-enabled home as you could from a tech-enabled office.

However, it wasn't an easy realization.

It took the world's worst pandemic in over 100 years to force most companies to give remote working a go and transform it from a slowly emerging trend into a commonplace practice.

And COVID's silver lining was that it worked.

Even now, with the world slowly getting back to normal, employees and employers still prefer the whole working from home arrangement.

Need proof?

These statistics explain why 25-30% of the US workforce is working from home today and why remote sales are much more than a fad.

It's part of life in the 21st century, and it gives sales functions more efficient access to global talent and customers.

But it isn't all sunshine and roses with remote software sales; you still have a fair share of challenges and learning curves to overcome.

What are you up against?

Five Common Challenges of Remote Access Sales

Lack of Face-to-Face Time

Remote working makes it much harder for people to connect on a personal level and have meaningful conversations.

And that's a bit of a big deal when you consider these two elements are the foundation of solid working relationships.

But what's the difference between sitting in the same office and speaking daily over remote sales software?

It's all in the non-verbal cues.

Just consider that, according to Dr. Albert Mehrabian, human communication is made up of:

  • 55% body language
  • 38% tone of voice
  • And a mere 7% of spoken words

That means you're potentially missing out on 93% of someone's intentions.

Not to mention that you have no chance to pick up on external clues that might give certain unspoken information away (i.e., an expensive new car signaling the need for a better deal on car insurance).

Lack of Motivation

Lack of motivation

Let's face it…

The majority of salespeople are extroverts that thrive on human contact to stay fueled up and motivated.

Staring all day at remote sales software from the comfort and privacy of their homes doesn't sound as good to them as it does for, say, an introverted freelance developer.

It could lead to a drop in performance and unhealthy habits taking root. Not ideal.

But what about external sales meetings? Those surely help.

They do, but you can't rely on them alone because they're a pretty rare occasion for remote salespeople:

Vengreso

Source

Too Many Distractions

Most people's houses weren't built to be home offices.

They have:

  • Loved ones and kids
  • Dogs and cats
  • Loud neighbors
  • Tons of hustle and bustle in the kitchen
  • All your favorite stuff

They all add up and create the perfect storm of distractions that are ready to pry a salesperson (especially an unmotivated one) away from their screen...

Or distract colleagues and leads by popping up in the background of a sales call.

Lack of Quality Content To Engage Customers

When you're in the same room as your leads, it's easy to steer the conversation and pull out essential information and/or marketing materials at precisely the right time.

However, when you're on a sales call or you're using impersonal touchpoints (like email or SMS), it's a whole different ball game.

You need to have a digital sales funnel backing you up, so you can push the right content to your leads at the right time.

We recommend you have an army of high-quality content, including:

  • Videos
  • Blog posts
  • Infographics
  • Readymade answers to common questions

Anything less, and you might miss out on influencing your conversation, and your lead might get wooed by a competitor with better digital content.

Lack of Digital Tools

The switch to remote sales was overnight for many companies, and that caught their IT departments by surprise.

Suddenly, their salespeople needed a different set of tools to get their jobs done effectively.

What kind of tools are we thinking about?

  1. A work laptop
  2. A stable internet connection (either mobile or fixed from home)
  3. A sales CRM to manage sales pipelines and access and record customer data
  4. A resource sharing tool (like Google Drive)
  5. A communication and collaboration platform (like Slack)
  6. A sales training platform to enable remote coaching
  7. VoIP calling software with built-in video conferencing

And mentioning these remote access sales software tools brings us to an important question:

What Tools and Techniques Can Most Improve the Remote Sales Experience?

Remote Sales Tools

A Sales CRM

Your CRM (customer relationship management platform) was already big back in the days that traditional sales dominated the land, but nowadays, it has truly become the key to success in the remote sales wilderness.

You can't do without one, or else you'll be asking your team to sell in the dark.

A SaaS CRM, that is, because an old-fashioned, on-premises CRM would be nearly useless as your remote workforce would spend half their day struggling with slow VPN connections to access customer files.

And it's even better if you upgrade to a cloud-based CRM with an excellent mobile app because it'll provide your sales staff with universal access to the data that helps them sell.

As an added benefit, a sales CRM also connects your dispersed team and increases collaboration across teams and departments — 74% of businesses say so.

If you remember one thing from today's article, then let it be that a sales CRM is by far the best sales software for remote sales.

Sales Training

Selling from home is a new thing for the majority of salespeople.

Even the most experienced remote sellers only have around five years of experience, so you can't expect them to know everything and be perfectly prepared for the job.

Managers need to support them and help make the transition as smooth as possible, reducing or eliminating the five challenges mentioned above.

And there's no better way to do so than coaching your sales rep consistently.

Just not like this:

Coaching sales rep

Source

Make it interactive, engaging, and fun.

Do things like:

  • Hopping onto sales calls and giving reps live feedback
  • Developing sales playbooks
  • Enabling tribal knowledge transfer
  • Holding people accountable in creative ways
  • Being accessible outside of 1-on-1 time
  • Collecting and sharing best practices
  • Teaching staff how to leverage the power of habits and repetition

Sound like hard work?

It is, but the ROI for sales training stands at 353%, making it well worth your time and effort.

Pro tip: Adding an element of competitiveness makes sales training even more productive.

An Affordable VoIP System

Working in remote access sales means you'll be spending more time than ever before on the phone.


For some of us, that might even be six or seven hours a day.

In order to not lose your mind or get stuck with an enormous phone bill, you need to upgrade to a stable system that allows for unlimited minutes and cheap long-distance or international calls.

VoIP is the answer, especially when it comes with handy features like:

  1. Power dialers
  2. Click-to-call functionality
  3. Smart local ID (be local from anywhere)

The absolute best option is to get a sales CRM with an integrated VoIP system.

Regularly Touching Base

Touch Base

Working in remote sales from home isn't always easy on sales reps and, if you're not careful, it could lead to a series of issues, including:

  • Isolation
  • Overworking
  • Burnout
  • Stress

A good sales manager regularly checks in with their sales staff and makes sure they're okay by sniffing out and preventing problems before they affect performance.

It's also a good idea to set up informal communication channels between sales reps and spend some time fostering strong team morale every week.

The Seven Do's and Don'ts of Remote Sales

1. Do Have a Dedicated Workspace

Everyone on your team needs to have a dedicated workspace.

Just like they have a desk in the office.

This best practice helps separate work from personal life, reduce distractions, increase productivity, and guard against burnout.

How?

By training your brain to switch over to "work mode" every time you enter your designated working space, be that a fully kitted-out home office or the corner chair at your kitchen table.

2. Don't Show Up Unprepared

You don't have much time to make a first impression (or reinforce a good first impression).

And that's why you need to sort all the technicalities out before your meeting and not during the first five minutes of your call.

Ensure you've got the following things under control before starting a video call:

  • Research, data, and high-quality shareable content
  • Professional background
  • Adequate lighting
  • Proper sound and video quality
  • Professional clothing

After all, you would never think to kick off an in-person meeting by wasting five minutes rummaging in your bag and fixing your hair-do.

So don't do its digital equivalent online.

3. Do Take Comfort and Breaks Seriously

Have you ever stopped to think that offices are often planned and designed by fancy interior design firms, and they cost employers millions?

And it's not just because business leaders have good hearts...

There's a business reason behind the investment — comfort is directly linked to productivity.

So while you won't be able to afford the same for your home office (and there's no need to go on a spending spree), you should create a comfortable environment with:

  1. Ergonomic furniture
  2. Natural light (it makes us more productive and healthier)
  3. Comfortable headphones
  4. A sweet work playlist
  5. Frequent breaks

This last one is crucial because it's usually the first to go when we don't have anyone to grab a quick coffee with.

4. Don't Forget That Out of Sight Is Often Out of Mind

Have you ever been in the office and experienced something like this?

Source

We'll go out on a ledge and say you have.

And odds are that it took quite a while for your colleagues, clients, or boss to notice the missing person.

This is a problem when you're the missing person because you'll slowly become the last person people think of when it comes to opportunities, training, and promotions.

But what can you do about it?

Simple — keep in frequent touch with the most important people in your professional life, from your clients to your boss to your colleagues.

If you're constantly hitting them up (without annoying them), you'll stay front and center.

5. Do Dress For the Job

Dress for the job

It's very tempting to skip dressing up for work when you won't be heading into the office.

It's much easier to just throw on some sweatpants and a sweater, or go for the timeless classic — a business casual top and no pants.

However, you're only doing yourself a disservice by not dressing the part.

It makes it much harder to:

  • Get into a productive mood
  • Mentally separate work from your personal life
  • De-stress after your finish work
  • Not end up being known as the "no pants guy" around the (virtual) office

6. Don't Mistake Online Meetings for Monologues

Online sales meetings are always at risk of becoming too passive.

As soon as a lead starts to lose interest, they'll switch to working on other tasks while they "listen" to your pitch.

They would never do it in person, but the distance removes their inhibitions, and the social norms of being polite and respectful go flying out the window.

This highlights the fundamental importance of building two-way communication into your pitches and discussions — keep them on their toes by asking questions and making the call all about them and their company.

P.S. Always turn the camera on and ask your audience to do the same (82 percent of people forget to do so).

7. Do invest in a Sales CRM with Integrated VoIP

We've mentioned and discussed both of these remote sales software tools in the previous section, so you already know what they are and why they're essential.

But they can't help you if you don't invest in a proven platform and put it to good use.

Still not convinced you need one?

No problem, then let's bring out the big guns and examine their business benefits.

The Key Benefits of a Sales CRM

First up, a statistic-filled infographic from our friends over at Hubspot:

Benefits of a Sales CRM

Source

And now, a summary table that expands on these points while, at the same time, keeping it short and sweet:

Benefit

Why it matters

Improved customer experience (CX)

  • CX is a pivotal purchasing decision
  • 67% of customers pay more for top-notch CX
  • Reduced customer churn and higher customer lifetime value

Affordable

  • High ROIs and easier buy-in from Finance
  • No upfront costs and low monthly pricing plans
  • Suited for all types and sizes of companies

Tons of built-in features

  • Sales and marketing automation saves you time and effort
  • Simplifies working in remote sales from home
  • One software tool = one set of login credentials = one learning curve = one invoice
  • Easy forecasting

Easily scalable

  • Effortless and investment-free to change plans
  • Grows with your company

Highly flexible

  • Perfect for remote software sales
  • Mobile-friendly

More upselling and cross-selling opportunities

  • More sales
  • Better internal collaboration between sales, marketing, and customer service
  • More satisfied customers

Simple to integrate into your tech stack

  • Little or no downtime
  • No extra development costs
  • Extra features are never far away

Do you finally see why investing in a remote sales CRM with VoIP is our seventh "do"?

Good stuff — now let's introduce you to the cream of the crop, so you know exactly where to start researching your next CRM.

The Top Five Remote Sales CRMs

CRMs

Price

(Oct 2021)

Key Features

In one sentence

1. Ringy

(that's us!)

$109 a month + cost of credit packages

  • Intuitive sales pipeline
  • Unlimited users for no extra cost
  • Advanced capabilities, including:
    • A VoIP softphone with power dialing, click-to-dial, and smart local ID
    • Email and SMS functionality
    • Advanced automation
    • Drip campaigns
    • Reporting and insights
  • Mobile app on both iOS and Android
  • Free onboarding (worth up to $1000)

The best all-in-one remote sales CRM with built-in automation and VoIP functionality

2. Zoho CRM

$9 to $65 a month per user

  • Ideal for companies of all shapes and sizes
  • User-friendly
  • Top features include:
    • Artificial intelligence (AI)
    • Gamification
    • Lead scoring
    • Email automation
  • Free version available
  • Compatible with Zoho's enormous suite of workplace applications

Premium sales software for remote sales teams on a tight budget

3. Hubspot Sales Hub

$50 to $1,200 a month

  • Powerful free version available
  • Expensive paid versions
  • Advanced functionality, including:
    • Market-leading automation
    • Multi-dashboard analytics
    • Live chatbots
    • Scheduling tools
    • Inbound marketing capabilities
  • Integrates seamlessly with the other Hubspot Hubs (Marketing, Service, CMS, and Operations)

The best remote access sales software with a robust and feature-rich "free forever" plan

4. Salesforce Sales Cloud

$25 to $300 a month per user

  • Market leader in CRM sector
  • Highly customizable
  • Ships with:
  • Superb AI (Einstein Analytics)
  • Excellent workflow streamlining
  • The best dashboard in the biz
  • Easy-to-use mobile app
  • 100+ third-party integrations
  • Best suited for larger companies and MNEs with deep pockets and in-house tech teams

The gold standard for cloud-based software for selling from home

5. Pipedrive

$15 to $119 a month + up to $88 a month in add-on features

  • Phenomenal user experience
  • Quick to set up
  • Key functionality includes:
  • Advanced lead routing
  • VoIP softphone
  • Scheduling tools
  • Unlimited sales pipelines
  • Live chatbot
  • Email marketing automation
  • 24/7 support

A solid remote sales CRM and business VoIP combo for SMEs and entrepreneurs

Remote Sales FAQs

Remote Sales FAQ

What Are Remote Sales?

The term "remote sales" refers to a buying and selling process in which the majority of transactions and touchpoints are conducted virtually via the help of digital technology like video calls, CRMs, and file-sharing platforms.

Remote sales are critical in today's business landscape because they're:

  • Cost-efficient
  • Environmentally-friendly
  • Resilient
  • In line with the expectations of digital-first buyers

Can Sales Be Done via Work From Home? / Can You Work From Home in Sales?

Absolutely.

You just need to prepare and follow our list of do's and don'ts:

  • Have a dedicated workspace
  • Never show up unprepared to virtual meetings
  • Make sure your distance working space is comfortable, and you take breaks
  • Never forget to consistently stay in touch with customers and internal stakeholders
  • Dress for the job
  • Don't make your sales meetings and calls monologues
  • Invest in software for selling from home like a proven remote sales CRM

How Can I Improve my Sales Productivity When I'm Working From Home?"

Try following these five productivity-boosting tips:

  1. Interact frequently with other humans to stave off the isolation
  2. Sign up for sales software for remote sales (like Ringy)
  3. Set mini-deadlines to avoid getting lost in the details
  4. Prepare your meals the night before
  5. Work whenever you're most productive

The Eighth and Final "Do" of Remote Sales

You're ready.

We can reveal our final remote sales tip.

You have learned much

Source

Do Trial Ringy as Your Software Sales Remote Sidekick

It's worth the risk (and not only because there is literally zero risk) but also because we've developed and fine-tuned a solution that finally makes being a stay-at-home salesperson as engaging and lucrative as facing the commute to the office.

And that's not just us tooting our own horns here; our customer stories (here, here, and here) back us up.

So, once you're done with your background research, sign up for a personalized demo and/or a free trial and kick-off your journey to mastering remote sales the Ringy way.

And that's it — thanks for reading, and good luck knocking your remote sales numbers out of the park!