5 Screenshare Mistakes a Salesperson Can’t Afford to Make

By Neha Singh Gohil | Updated: 23 Jan, 2014

“Can I see how it works?” That’s the opening every salesperson loves to hear on a pitch call. It’s the perfect opportunity to pull up a screen-share and walk the prospect through each glorious aspect of your product. It’ll really SHOW them how you’re going to make their lives easier.

Unless, of course, you’re unprepared to share your screen.

Here are the five mistakes that we all make when sharing our screens during remote meetings – and the ones that can do the most harm by distracting from our core message.

1. Having a personal picture as your desktop background

This one’s always tempting, but not very professional. Even if you’re not sharing your desktop, it’s visible each time you move between apps or minimize the document you’re trying to share. Save the shots from your honeymoon trip for your personal computer.

On any machine that you use for work, save the company logo or, at the very most, a generic landscape image as your desktop background.

2. Having multiple applications open at once

You’re a multi-tabber. We get it. You like to multi-task and think that that makes you effective.

During a screenshare, though, not only does this increase the likelihood of your computer crashing halfway through the meeting, but it also shows the prospect what you’ve been working on and gives them lots of distracting places for their eyes to wander during the presentation.

Stick to just opening the apps that you’ll need for the conversation at hand.

3. Having a chat app open

And then there’s that moment when your coworker sends you a Slack message mocking your boss’ accent. That’s definitely not something you want your prospect to see.

Most of today’s instant message apps – Skype, Pidgin, Yammer, etc. - feature auto-pop-ups, even if they’re subtly placed at the bottom of the screen. Keeping an IM app open during the presentation will invite trouble.

4. Having confidential information about another client on your screen at the same time

Again, this one’s for you multi-taskers out there. Sure you can focus on more than one client at once, but no prospect wants to feel like someone else is distracting your time.

Quite aside from the client’s feelings are the very real confidentiality and privacy policies that your company likely has in place, especially when Chinese walls and privileged communications come into play.

Check your taskbar before starting the screenshare to avoid a world of security pains later on.

5. Not using the Pause button enough

When your calendar tab is flashing away, warning you of an impending meeting, it will get hard for you and your meeting attendees to ignore. But you can’t just switch over to your inbox and let them see everything there.

Instead, pause the screen share and move over to the other tab to have a quick look, if you must. It’s a subtle, professional way to keep distractions from interfering with your conversation.

Related: 5 Ways to Optimize Your Lead Management Process & Boost Sales

What You Should Do Now

If you need help with sales support, here are a few options to help you:

  1. Download our eBook "Spend More Time Selling with a Virtual Assistant" and get a better understanding of how a virtual assistant can handle tedious sales tasks to give sales leaders and teams more time to sell and take care of customers.
  2. Book a free consultation call with Prialto. We can help you regain more of your time to sell by offloading repeatable tasks to a fully managed virtual assistant. One of our experts will help you create a plan to delegate your tasks and we will even train your sales assistant for you.
  3. If you know someone else who’d benefit from sales support, share this post with them via email, LinkedIn, Twitter, or Facebook.