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Using Zoom Meetings for Sales Calls


As a sales rep, you like walking potential customers through a PowerPoint of your products — in person or even on the phone. Today, cold callers and road warriors are Zooming instead.

While audioconferencing or slide-sharing services are out there to be used, there's no question that simple, nonverbal communication is vital to the sales process. Much of what you're communicating, and what your customers are inferring, is never said at all.

Videoconferencing can be a way to experience that nod of approval when you mention a product feature. You want to be able to see an eyebrow raise when you mention price. With today's social distancing in place, video is an answer.

But many sales reps don't want to ask customers to create accounts with Zoom or any other conferencing service. There's also the fear of static, choppy video — you don't want technical issues when you're trying to make a first impression. Fortunately, Zoom is easy to use:

  1. You send a meeting invite, and your clients click the link. They're prompted to download the free Zoom app. Then they're sent into the meeting.
  2. Screen sharing commences.

And you can choose to videoconference for day-to-day meetings with your customers as well.

But you may worry about Zoom bombs. You especially don't want trolls crashing your videoconference. Several reports have been surfacing about trolls disrupting Zoom meetings. How do you prevent your Zoom event from being crashed?

People who have been using Zoom's screen-sharing feature have found trolls inundating participants with graphic videos, pornography or other not-safe-for-work content from across the internet.

What can you do to stop Zoom bombing?

  1. When you share a Zoom meeting link, you, as host of the conference, can disable the screen-sharing option in your settings, thus preventing participants from taking control of the meeting and subjecting everyone to inappropriate content.
  2. Avoid using your personal meeting ID to host public events. Generate a random meeting ID.
  3. Use the host controls at the bottom of the app.
  4. Click the arrow next to Share Screen and then Advanced Sharing Options.
  5. Under ''Who can share?'' choose Only Host, and close the window.
  6. You can lock the Screen Share by default for all your meetings in your web settings.
  7. Allow only signed-in users to join. From the Zoom web portal, navigate to Settings and enable ''Only authenticated users can join meetings.''
  8. When you lock a Zoom meeting, no new participants can join even if they have the meeting ID and password. In the meeting, click Participants at the bottom of your Zoom window. In the Participants pop-up, click the button that says Lock Meeting.

You don't have to share a meeting link — you can generate a random meeting ID when scheduling your event and require a password to join. Then you share that meeting ID on social media but send the password to join only via direct message. Hosts can mute or unmute individual participants or everyone at once.

No one denies there are tiny and not-so-tiny minefields that can suddenly turn up when working with technology. But the flip side is being able to reach clients virtually. When done right, a virtual meeting can cement your connection to current clients and to prospects.


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Kim & Lee
Kim & Lee, LLP
2305 W. 190th St. Suite 100
Torrance, CA 90504
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