How to use Screen Share with Customers for Sales Calls & Customer Support

4 mins read

Sharing screens has become a tool for companies to communicate efficiently with their clients. 

Whether for sales calls, providing customer support, or conducting onboarding sessions, screen sharing is a tool that allows you to effectively present your products or services and simplify ideas during a phone conversation. 

Before initiating a screen sharing session with your client for a meeting to be successful and effective.

Discover advice for preparing for a screen sharing meeting, gather inspiration for what to present to your clients during the call, and explore scenarios for sharing different sections of your screen. 

What to Share During Screen Sharing Sessions

When conducting sales calls or providing customer support, it’s important to plan what content you will share during the screen-sharing session. Here are some ideas for what you can present:

Slide Decks

When you’re ready to present your ideas or information to others in a meeting or talk setting sharing a prepared presentation can help give your audience an outline and steer the discussion in the right direction. 

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Ensure your message is effectively communicated by using engaging slides that capture attention visually. Remember to rehearse your presentation to prevent any pauses or errors during delivery. 

Demos Or Product Walkthroughs

When promoting a product or service to customers, it’s worth considering offering a demonstration or step-by-step guide to help them grasp the features and advantages more effectively. Screen sharing for customer support is a great way to provide live demonstrations of your products or services. 

This allows clients to ask questions and get immediate answers, which can help them make informed decisions on potential purchases.

Documents Or Reports

When presenting documents or reports to your audience for discussion purposes, it’s essential to share them in order to provide context and back up your arguments effectively. Summarize the points. Emphasize the key information that is most relevant. In addition, you should also be ready to discuss any implications or suggestions based on the content of the document or report. 

Websites Or Online Tools

When discussing a website or an online tool during a conversation or presentation with others in person or remotely via video call software like Zoom or Skype, off-screen sharing is not recommended for visual purposes. However, it could help illustrate your points and ensure everyone understands the key features being discussed clearly by demonstrating them with practical examples for better comprehension and engagement from the audience. 

Training Materials Or Tutorials

When hosting a training session or tutorial with others remotely through a video call platform like Zoom or Skype, for instance, ensure to share your screen to walk through each step of the process in a straightforward manner using examples and demonstrations to help reinforce the points being taught. Also, make sure to be ready to address any inquiries that may arise and offer further resources if necessary. 

Visual Aids Or Graphics

When presenting your ideas to the client, it’s helpful to include aids or graphics that support your discussion. Quality visuals can help clarify concepts or data depicted in the images and provide further explanation if needed. 

There are plenty of things you can share when screen sharing to make the sessions productive and interesting. By preparing and presenting relevant and captivating content, you can ensure that your audience comprehends and remembers the information you share. 

Make sure you practice and get ready extensively to maximize the effectiveness of your screen sharing meetings. 

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