remote sales

How to Be Successful at Remote Sales

Know how you can thrive in virtual selling. In this article, we offer the most effective strategies and techniques to help you succeed in remote sales.

The rise of remote work has been a game-changer for businesses worldwide. With the ability to work from anywhere, companies have access to a wider pool of talent and can operate more efficiently.

But with remote work comes new challenges, especially regarding sales. To succeed at remote sales, you need to have a unique set of skills and strategies tailored to the virtual environment.

A distinct strategy is necessary for sales conducted remotely as opposed to in-person sales that follow traditional methods. Building rapport, establishing trust, and closing deals require different skill sets in a virtual setting. The importance of making successful remote sales cannot be overstated.

Sales are the lifeblood of any business, and in today's rapidly changing business landscape, sales teams must adapt to new ways of working. Remote sales offer opportunities and challenges that require a different mindset and skill set from traditional sales.

Keep reading as we explore strategies and techniques to help you succeed in remote sales. From building relationships with clients to using technology to your advantage, we'll cover everything you need to know to thrive in virtual selling.

This blog will furnish you with the necessary knowledge to achieve your objectives to close deals and build lasting relationships with clients from the comfort of your home office.

How To Succeed as a Remote Salesperson

In today's rapidly changing business landscape, selling remotely has become the norm. Whether you're in remote software sales or any other industry, it's essential to adapt to this new reality and find ways to connect with clients and colleagues virtually.

Here are tips for succeeding in remote sales:

1. Keep a daily routine in place

One of the most important things you can do as a remote salesperson is to establish a daily routine. The boundaries between professional and personal life can become indistinct when operating remotely from home, making it essential to have a structure in your day, says Hamza G. Digital Marketing Expert at

This means setting consistent working hours, taking breaks, and scheduling time for both work and personal activities. Having a routine will make you more productive and less susceptible to being diverted by undertakings unrelated to work.

2. Create Strategic Sales Processes

To succeed in remote sales, it's important to have a clear understanding of your sales process. This means creating a step-by-step plan for identifying and prioritizing sales prospects, nurturing leads, and closing deals.


The first step in creating a strategic sales process is to define your ideal customer. This includes understanding their needs, goals, pain points, and buying behavior. Once you know your ideal customer, the next step is to identify the best sources for generating leads. This could include social media channels, industry events, exhibitions, or email marketing campaigns.

Tom Miller, Director of Marketing at Fitness Volt says “Not all leads are created equal. Qualifying leads is important to determine whether they're a good fit for your product or service. Qualification criteria could include budget, decision-making authority, and timeline.”

Also, your sales pitch should be tailored to your ideal customer and address their specific pain points and needs. It should clearly articulate the value proposition of your product or service and explain how it can help solve the customer's problem. 

Following up with prospects is critical to keeping them engaged and moving through the sales funnel. It's important to have a system for following up with leads regularly, such as weekly or bi-weekly. This ensures that you stay top of mind with potential customers and increases your chances of converting them into paying customers. This process should also be complimented with the proper sales prospecting tools and techniques.

3. Practice effective virtual communication

Communication is key in remote sales. You need to communicate effectively with clients and colleagues using tools like email, video conferencing, and messaging platforms. It's important to be clear and concise in your communication, use appropriate tone and language, and be responsive to client needs. Additionally, doing DMARC configuring will ensure email security, bolstering your communication strategy.

Make sure you're familiar with the technology you're using, and always test your equipment before important meetings.

  • Use video conferencing – Video conferencing provides an excellent means of engaging in in-person discussions with customers and colleagues, even if you're not in the same physical location. It allows you to pick up on nonverbal cues and build rapport with the other person.
  • Be clear and concise – When communicating virtually, your messaging must be clear and concise. Steer clear of using specialized terms or technical terminology that your intended listeners might find unfamiliar or incomprehensible. Keep your messages simple and to the point.
  • Choose the right channel – Different communication channels are better suited for different types of communication. For example, emails convey detailed information, while instant messaging is better for quick questions or updates. Choose the right channel for the type of communication you need to have.

4. Discover client communication preferences

Every client is different, so it's important to find their preferred communication methods. Some clients have a predilection for email communication, whereas others favor conversing through phone calls or video chats.

Mark Valderrama, owner of Aquarium Store Depot, says “Taking the time to understand their preferences will help you communicate with them in a way that they find comfortable and effective. This will help to build trust and strengthen your relationship with the client.”

5. Calendar management is key

As a remote salesperson, you'll likely manage multiple tasks and competing priorities. That's why effective calendar management is key.

Use a digital calendar to schedule meetings, set reminders, and plan your day. This will help you stay organized, be more productive, and avoid missing important meetings or deadlines.

Be sure to block out time for focused work, breaks, and personal activities to maintain a healthy work-life balance.

6. Host virtual social events

With the rise of remote work, staying connected with your colleagues and clients is more important than ever.

David Owens, Digital Marketing & Growth Director at First Aid at Work Course says, “Hosting virtual social events is a great way to build relationships and foster community in a remote setting. Consider organizing online games or happy hours to keep everyone engaged and connected.”


7. Use cloud-based CRM

Cloud-based customer relationship management (CRM) software is essential for managing your sales pipeline, tracking customer interactions, and forecasting future sales. Patrick Smith, Growth Strategist at Skill Courses, says “A cloud-based CRM system lets you access your data from anywhere and collaborate with your team in real-time.”

That also ensures everyone is on the same page and can access the most up-to-date information.

8. Invest in remote-friendly business tools

Remote work requires different tools than traditional office settings. To successfully sell remotely, invest in tools specifically designed for remote workers and that support the use of VoIP, such as video conferencing software, team collaboration platforms, and project management tools.

  • Video conferencing software – Video conferencing software such as Zoom, Google Meet, or Microsoft Teams helps you have face-to-face conversations with clients and colleagues, even if you're not in the same physical location. This allows you to build rapport and pick up on nonverbal cues you might miss in other forms of communication.
  • Team collaboration platforms – Team collaboration platforms such as Slack, Microsoft Teams, or Asana help you keep track of tasks, deadlines, and updates in real time. They allow you to communicate with team members, share files, and assign tasks in one place.
  • Cloud-based CRM software – Cloud-based customer relationship management (CRM) software such as TeleCRM, Salesforce, HubSpot, or Zoho allows you to manage your sales pipeline, track customer interactions, and forecast future sales from anywhere. It provides a centralized database of all customer information and interactions, which anyone on your team can access.
  • Project management tools – Project management tools such as Trello, Basecamp, or help you organize tasks, set deadlines, and track progress on various projects. They provide a visual representation of the project timeline, allowing you to see at a glance what needs to be done and when.

9. Adopt social selling for outreach

Social selling is a technique that uses social media, such as LinkedIn social selling and influencer marketing to engage with prospects and build relationships. Leverage an influencer marketing platform to streamline the process of connecting with key influencers, enhancing your ability to engage potential customers through authentic and influential social media personalities.

To increase sales, you can embed Google Reviews on website resulting in higher ROI. It further involves sharing valuable content, participating in online communities, and connecting with potential customers on social media. With the added benefit of easy pic editing, you can enhance the visual appeal of your content and attract more attention.

Max Whiteside, SEO and Content Lead at Breaking Muscle, says “By adopting social selling techniques, you can expand your reach, establish yourself as a thought leader in your industry, and connect with potential customers more personally.”

10. Stay connected with your people and organization

Working remotely makes it easy to feel isolated from your colleagues and the wider organization. That's why it's important to make an effort to stay connected. Here's where employee communication platforms come into the picture. Sumeer Kaur, Founder of says, “Schedule regular check-ins with your team members, participate in company-wide meetings and events, and stay up-to-date with company news and developments.” This will allow you to feel more engaged and motivated, and you'll be better positioned to succeed in selling remotely.


In conclusion, whether you're in remote software sales or any other industry, it's essential to adapt to the new reality of selling remotely. By hosting virtual social events, using cloud-based CRM software, investing in remote-friendly business tools, adopting social selling techniques such as LinkedIn social selling, and staying connected with your people and organization, you'll be well-equipped to build relationships with clients, close deals, and succeed in the world of remote sales.

Being successful at remote sales requires a combination of skills, strategies, and mindset. By leveraging technology, building relationships, and staying motivated, you can overcome the challenges of remote sales and achieve your goals.


About the author

Similar posts

Get new insights on business phone systems

Be the first to know about new advancements and insights on cloud business phone systems to optimize the operations of your remote or hybrid workforce.