Most of us are so used to using Zoom for work, we can screenshare in our sleep.
But there are some great tips and tricks to improve how you sell on Zoom that we’ve kicked ourselves for not knowing sooner. Whether your prospecting or doing a discovery call, these are real time-savers and can help you nail your sales process every time.
We thought we’d be useful and share them. No gatekeeping here - selling on Zoom is hard enough as it is.
Let's jump in.
Zoom integrations
Co-hosting
Registrations sheets
Zoom annotations
Meeting duration
Showing participant names
Pausing screenshare
Invite in an instant
Keyboard shortcuts
Use Zapier's pre-made 'Zap' template to guide you through customizing automated workflows with other apps you use. It helps cut down the boring, repetitive tasks and gives you more time to concentrate on the work that matters. Zaps connect your favorite apps and services together. Learn more here.
We connect our scheduling app, Zoom and Google Calendar. So whenever a customer books an appointment in the scheduling app, Zapier can create a new Zoom meeting and add it to our personal calendar.
We also set it up so the meeting automatically gets shared with the appropriate Slack channel. Any team member is included by the Zoom invite and has all the relevant details.
Knowing key information about attendees ahead of your call can help you tailor a more bespoke pitch to engage each stakeholder. Spend a bit of time before the meeting understanding each attendee's role and find out where you might share common ground or interests to build the relationship further.
Allowing participants to draw and highlight what's on the screen can be really useful and engaging, particularly in sales demos.
To annotate on someone's screen follow the instructions below:
You can use emoji reactions to communicate without interrupting a meeting too:
Buyers are always tight on time. Particularly in a sales demo, you don't want to find yourself with just a few minutes left to cover the best bits of your product.
Have your meeting duration shown as a countdown timer so you can keep control of how you spend the time. This also gives you the option to ask participants what else they would like to see or know in any time remaining, so they leave the call fully informed and satisfied.
You know that awkward moment when your mind draws a blank trying to remember a participant's name?
Yeah, it's the worst.
This one is particularly handy for pitching to large and remote decision-making groups, or when prospects bring in one of their colleagues at the last minute.
You might subconsciously block out the crazy number of tabs and windows you have open for a demo - but your prospect will definitely notice.
Make your screen-sharing slick by pausing the screenshare when you need to find the next tab or window. Then resume when you are ready. No more fumbling around, just smooth sailing between each element of your demo.
If you're screen-sharing, the Pause button sits on the right-hand side of your screen-share toolbar.
Ever wanted to pull a colleague into your Zoom quickly? Maybe your prospect has a technical or CS question that needs answering and you know just the person for it.
Have your meeting link copied and ready automatically, so you can just Slack or instant message it to the person you need, instead of clumsily trying to find the meeting invite from your calendar.
Some of these might be a core function in your muscle memory by now, but there's always shortcuts you didn't know about.
Here are a few of our most used Zoom shortcuts for Windows: