Using Desktop Sharing Tools to Drive Sales Success

In the traditional sales model, presentations arelocations of the potential clients, thereby saving
made in person at the client's place of business.both time and travel expense.
Today, however, rising fuel costs have translated
into higher airfares and gasoline prices. As a result,Presentations and Product Demonstrations: By
the travel budgets of companies around the worldenabling prospects to view the sales professional's
are straining at the seams. Similarly, companycomputer screen, desktop sharing allows the
executives are recognizing that traditional businesssalesperson to easily present information about
travel consumes a significant amount of athe company and its products and services. The
salesperson's time, thereby negatively impactingsalesperson can also turn over control of the
employee productivity. Both travel costs and adesktop to a participant, allowing him or her to try
salesperson's time increase the cost of on-sitethe product or browse through various parts of
meetings, and represent resources that could bethe presentation. This hands-on experience gives
better leveraged to generate additional sales. As athe prospect a clear understanding of the benefits
result, businesses are increasingly seeking lessof the product or service.
expensive technological alternatives to on-site
sales presentations.Building a Virtual Bridge: When some members of
a potential client's company can attend an
This paper explores computer desktop sharingin-person meeting but other key personnel cannot,
solutions as a means of leveraging resources todesktop sharing allows those who can't be
drive sales success. Specifically, this paperphysically present to participate in the meeting to
addresses four questions:attend from a remote location.
Cold Calling: During cold calls, the sales
What is desktop sharing and how does it work?professional can quickly initiate a desktop sharing
What are the benefits of desktop sharing?session and invite the prospect to review the
How can desktop sharing tools be used in sales?company profile and view slides or other
What features should an effective desktopinformation about the product or service.
sharing tool include?
Immediate File Sharing: During an online meeting,
Although business travel and on-site salesdesktop sharing allows the sales professional to
presentations are sometimes necessary, manyprovide potential customers with any material
on-site pitches can be replaced by onlinethey may request. This capability communicates
presentations at a fraction of the cost.efficiency and a commitment to customer
Effectiveness and efficiency increase, positivelysupport.
impacting both the sales professional's and the
client's bottom lines.Closing the Sale
Desktop Sharing: A Simple, Innovative,Desktop sharing is a powerful tool for closing
Technological Toolsales and shortening the length of the sales cycle
and increasing revenue streams.
Desktop sharing is an innovative software
program that allows one or more people inDocument Collaboration: Desktop sharing
remote locations to view the primary user'sstreamlines the process of working on proposals
computer screen. Using a Web-based interface,and contracts, since it allows both the salesperson
the user can show others any document orand the client to modify proposals together in real
application that is open on his or her desktop.time.
Desktop sharing is initiated when the presenterTeam Leader Involvement: A salesperson's upline
invites others to participate in a session. Theor supervisor can sometimes be instrumental in
presenter begins the session, and participants joinclosing a sale. Desktop sharing solutions enable
via the Internet, using a unique session ID. Duringsales team leaders to join a sales presentation
the session, the presenter's screen - includingwithout ever leaving the office, thereby enhancing
mouse movements, documents, and applications -the interaction and increasing the client's level of
is visible to the participants. The participantssatisfaction.
simultaneously interact with the presenter by
phone or audio conference call.Client Authorization: When a sale hinges upon the
go-ahead from a potential client's higher-level
The Benefits of Desktop Sharingmanager, desktop sharing solutions can smooth
the way to closing the deal by allowing managers
By delivering sales presentations online, desktopto attend meetings without ever leaving the
sharing allows sales professionals to increase theoffice. In addition, the flexibility inherent in the tool
effectiveness of their presentations whilemakes it possible to initiate or reschedule a
leveraging their time to reach more clients andpresentation at a moment's notice.
prospective clients.
Customer Support
Through the use of desktop sharing technology,
sales presentations are amplified with visualOnce the deal is closed, desktop sharing tools can
components. The instantaneous, real-time deliverybe utilized to enrich the relationship with the
of documents, slides, or software applicationscustomer.
allows for better communication and increased
flexibility in addressing the specific needs andTransitioning to Customer Support: Desktop
concerns of the customer.sharing can become a bridge to provide the
customer with the support needed to implement
As a Web-based tool, desktop sharing enablesthe company's product or service. For example,
the sales professional to make a presentationdesktop sharing can be used to introduce the
instantly to anyone, anytime, worldwide. Becausecompany's customer support team and walk the
a session can be accessed by anyone with ancustomer through the support services offered.
Internet connection, traveling to a customer's
place of business isn't necessary. This not onlyFollow-Up Meetings: Desktop sharing can also be
represents a significant savings in travel costs, bututilized to conduct follow-up meetings, during
also a tremendous savings of time, allowing thewhich the sales staff can stay in touch with new
salesperson to exponentially increase the numbercustomers. A series of weekly conferences, for
of sales presentations he or she can initiate.example, can go far in demonstrating a
company's commitment to their new clients.
Desktop Sharing in Sales
Customer Retention: Similarly, desktop sharing
Lead Generationcan be incorporated as a way of keeping in
regular contact with existing customers. Inviting
Many companies have found that desktopcustomers to educational seminars, new product
sharing quickly becomes a critical tool to generatelaunches, and company news events are just
leads.three of the ways that desktop sharing can help
ensure customer satisfaction and pave the way
Breaking Down Geographic Barriers: As part offor future sales.
the salesperson's repertoire, desktop sharing
provides sales professionals with the ability toFeatures of Effective Desktop Sharing Products
schedule online meetings with larger groups of
prospective customers, regardless of theirThere are a number of desktop sharing solutions
geographic location. Web conferencing allowsin the marketplace. To ensure maximum
companies to gather leads in new marketsaccessibility and security, you should consider a
without incurring the travel expenses associatednumber of factors when selecting a desktop
with reaching these prospective customers.sharing program.
Passive Lead Generation: Companies can, throughIn order for clients and potential clients to
their websites, offer visitors the opportunity toembrace participating in a multimedia sales
register for informational online meetings or forpresentation, there cannot be any barriers to
the launch and demonstration of a new productaccessing the technology. From a technological
or service. Potential customers self-select as leadsperspective, this means that the desktop sharing
through the registration process. The dataproduct should enable participants to connect
collected from registrants and from thosethrough corporate networks, firewalls, and proxy
attending the online meeting can be used by theservers. They must also be able to connect using
company's team of sales professionals to converta variety of operating systems, such as
leads to customers. When a company archivesWindows, Mac, and Linux. Similarly, customers
their informational meetings and educationalshould not be required to install software in order
seminars on their website, potential customersto participate in sessions.
can register to download or listen to the
information, which generates additional passiveIn order to facilitate spur-of-the-moment
leads.presentations, participants should be able to
connect using any Internet browser and without
Existing Customers Become New Leads: Desktophaving to register or submit any personal
sharing allows new products, services, or specialsinformation. The desktop sharing interface should
to be shown in order to upsell or cross-sellbe intuitive and easy to use.
existing customers. Current customers make
excellent prospective customers for newFrom the presenter's perspective, a desktop
products, and desktop sharing enables asharing tool should allow him or her to show his or
salesperson to upsell or cross-sell without havingher computer screen without first having to
to make an on-site sales call.upload the content to a presentation server.
Likewise, he or she should be able to hide
Educational Seminars Hook Prospects: Onlineconfidential screen areas and have the ability to
meetings can also be utilized as a non-salespause transmission in order to browse through
marketing tool to present live educationalconfidential files. In order to facilitate discussion,
seminars to potential customers, who thenthe participants should be able to highlight items on
become qualified leads. In contrast to onlinethe presenter's screen.
meetings that introduce a company or a specific
product or service, the topic of an educationalFinally, a desktop sharing solution should have
seminar serves to address a common challengestrong security features. Transmission should be
faced by the company's potential customer base.encrypted to the best practices standard, and
For example, a company that provides shoppingconnections to individual sessions should be made
cart software might hold an educational seminarusing unique, random session IDs.
on cost-effective marketing techniques to drive
traffic to e-commerce sites. The informationLeveraging Resources to Boost Revenues
gleaned from the attendees of these lead
generation seminars can be passed on to theWith tight travel budgets and time at a premium,
sales team, which can convert sales by using theusing innovative tools to conduct remote sales
collaboration features offered by desktop sharing.presentations can leverage both your time and
the time of your clients. Desktop sharing solutions
Qualifying Leadscan reduce routine business travel costs and
increase productivity. The result is the ability to
When marketing tools, such as white papers,reach more prospective clients and an acceleration
recordings of product demonstrations, andof the sales cycle. When sales presentations can
customer testimonials, are posted on a company'sstart with a click of the mouse and reach
website, potential customers self-select bycustomers and potential customers around the
downloading or accessing the materials. Thisworld, the result is an increase in the bottom
process begins the selling process prior to a salesline.Mark Patrick Zondler is responsible for
team member contacting a prospect.software development and global operations at a
software company that develops simple,
Similarly, an online meeting utilizing desktopeasy-to-use, secure business communication tools
sharing technology can drive prospects tofor small and medium-size enterprises. Mark
download or access supplemental materials thatdeveloped the technological vision for and defines
can further pique their interest and speed up thethe long-term development plan. He has several
sales cycle.years experience in developing and operating
Internet software systems. Prior to
Sales CallsBeamYourScreen, he co-founded Allegro Solutions,
a Singapore-based software firm specializing in
Desktop sharing is most useful during sales calls,dynamic price negotiation and online auction
and represents a tremendous savings ofsystems. Mark also worked in the consulting
resources. The salesperson can invite one ordivisions of IBM and PricewaterhouseCoopers. He
more prospects to a presentation or projectstudied business administration in Germany,
demonstration, regardless of the geographicSingapore and France.