March 23, 2021

A Guide to Effective Video Conferencing with Customers

A Guide to Effective Video Conferencing with Customers

New mobile apps to keep an eye on

Auctor purus, aliquet risus tincidunt erat nulla sed quam blandit mattis id gravida elementum, amet id libero nibh urna nisi sit sed. Velit enim at purus arcu sed ac. Viverra maecenas id netus euismod phasellus et tempus rutrum tellus nisi, amet porttitor facilisis aenean faucibus eu nec pellentesque id. Volutpat, pellentesque cursus sit at ut a imperdiet duis turpis duis ultrices gravida at aenean amet mattis sed aliquam augue nisl cras suscipit.

  1. Commodo scelerisque convallis placerat venenatis et enim ullamcorper eros.
  2. Proin cursus tellus iaculis arcu quam egestas enim volutpat suspendisse
  3. Sit enim porttitor vehicula consequat urna, eleifend tincidunt vulputate turpis

What new social media mobile apps are available in 2022?

At elit elementum consectetur interdum venenatis et id vestibulum id imperdiet elit urna sed vulputate bibendum aliquam. Tristique lectus tellus amet, mauris lorem venenatis vulputate morbi condimentum felis et lobortis urna amet odio leo tincidunt semper sed bibendum metus, malesuada scelerisque laoreet risus duis.

Sit enim porttitor vehicula consequat urna, eleifend tincidunt vulputate turpis

Use new social media apps as marketing funnels

Ullamcorper pellentesque a ultrices maecenas fermentum neque eget. Habitant cum esat ornare sed. Tristique semper est diam mattis elit. Viverra adipiscing vulputate nibh neque at. Adipiscing tempus id sed arcu accumsan ullamcorper dignissim pulvinar ullamcorper urna, habitasse. Lectus scelerisque euismod risus tristique nullam elementum diam libero sit sed diam rhoncus, accumsan proin amet eu nunc vel turpis eu orci sit fames.

  • Eget velit tristique magna convallis orci pellentesque amet non aenean diam
  • Duis vitae a cras morbi  volutpat et nunc at accumsan ullamcorper enim
  • Neque, amet urna lacus tempor, dolor lorem pulvinar quis lacus adipiscing
  • Cursus aliquam pharetra amet vehicula elit lectus vivamus orci morbi sollicitudin
“Sit enim porttitor vehicula consequat urna, eleifend tincidunt vulputate turpis, dignissim pulvinar ullamcorper”
Try out Twitter Spaces or Clubhouse on iPhone

Nisi in sem ipsum fermentum massa quisque cursus risus sociis sit massa suspendisse. Neque vulputate sed purus, dui sit diam praesent ullamcorper at in non dignissim iaculis velit nibh eu vitae. Bibendum euismod ipsum euismod urna vestibulum ut ligula. In faucibus egestas  dui integer tempor feugiat lorem venenatis sollicitudin quis ultrices cras feugiat iaculis eget.

Try out Twitter Spaces or Clubhouse on iPhone

Id ac imperdiet est eget justo viverra nunc faucibus tempus tempus porttitor commodo sodales sed tellus eu donec enim. Lectus eu viverra ullamcorper ultricies et lacinia nisl ut at aliquet lacus blandit dui arcu at in id amet orci egestas commodo sagittis in. Vel risus magna nibh elementum pellentesque feugiat netus sit donec tellus nunc gravida feugiat nullam dignissim rutrum lacus felis morbi nisi interdum tincidunt. Vestibulum pellentesque cursus magna pulvinar est at quis nisi nam et sed in hac quis vulputate vitae in et sit. Interdum etiam nulla lorem lorem feugiat cursus etiam massa facilisi ut.

For most CSMs – and SaaS organizations in general – the work from home era is officially here, and has been for a while. As more companies announce they will continue remote operations indefinitely, customer success teams are either auditing their existing remote communications strategy or looking for ways to keep things running smoothly long-term. This is because, for customer success teams, there are more than just internal conversations to think about.

Video conferencing with customers

It’s interesting to think that just a year ago video conferencing was much less common, even in meetings with external clients or remote employees. Today, however, a year into our ‘new normal’, video conferencing provides a much-needed element of personal connection and humanity to online calls. While CSMs don’t need to be on-site with customers or even have a need to meet them in person, video calls have become a new way to connect and engage with customers for those big moments.

Here, we’ll look at a some of the key things to keep in mind when video conferencing with customers:

1. Treat a video call like an in-person meeting.

Video calls with customers are a chance to put faces with names and engage on a deeper level than just speaking to a blank screen. But, like an in-person meeting, remember that people can see your face. Make sure you look professional on screen, that your background (if not virtual) is clean, and that you are in the right place to engage with customers.  

2. Have a clear agenda in place.

This goes for any virtual meeting, but especially video calls. Review the meeting agenda at the start of the meeting and then keep people on track to stay on time. Having an agenda in place also eliminates the risk of attendees sitting there looking at each other, wondering what to talk about.

3. You don’t always have to turn your video on, but make sure your team is consistent.

Try to take an all-or-nothing approach to turning your video on. Also, it is understandable if customers do not feel comfortable turning their videos on at first, but hopefully the more your team does it the more they will join in.

4. Always introduce new team members via video.

If a new team member joins the account team, always have them introduce themselves to the customer with their video on. This makes things much more personal and helps customers feel comfortable with the new business analyst or implementation manager joining the team.

5. Remember, your video is on!

We’ve all seen the video call fails and bloopers making the rounds this past year as people figured out exactly how this technology works. If you do have to leave your desk or deal with an off-screen issue, it’s okay to mute and turn your video off for a second or two. Just make sure to un-mute yourself if you do have a comment!

How is your team currently running video calls with customers? You can learn more about managing customer relationships in the work from home era with here:

Ready to Get Started?
Request Your ClientSuccess Demo
Get started
Subscribe to our newsletter


Thank you! We have received your submission.