When I started selling, closing a deal with a client in another city meant a flight, a hotel, and two lost days. Today I sit in my office, open a video call, and in 30 minutes I have a meeting with someone on the other side of the world. It’s no small thing: video calls redesigned the sales process, and the SMBs that get this play on a much bigger field.
From selling in your city to selling anywhere
Before, your market reached as far as your car could go. The video call erased that border. An SMB in Guadalajara can serve a client in Bogotá, Mexico City, or Miami without moving anyone. That opens up two things: more market (you sell to people you couldn’t reach before) and more speed (you schedule a meeting for tomorrow, not for “whenever I’m passing through”).
For the client it changed too: today they expect to be able to close a purchase without you dropping by their office. Offering a video call is no longer modern, it’s the bare minimum.
What didn’t change: it’s still a conversation
The temptation is to think a video call is an email with a camera. It’s not. It’s still a sales conversation, and the human rules didn’t change:
- Turn on the camera. Selling to a black screen is selling with one hand tied.
- Prepare just as you would for an in-person visit. Have the client’s history and their last open item on hand.
- Close with a scheduled next step, as in any meeting worth having.
Technology brings people closer; the relationship is still what closes the deal.
The hidden friction: scheduling and setting up the call
Ideally, scheduling a meeting with a client should generate the video call on its own and reach everyone involved, without you setting up anything.
How Mexus CRM solves it
In Mexus CRM, when you schedule a meeting with a client, the system generates the Google Meet video call automatically and invites everyone involved — without leaving the deal and without copying and pasting links. The meeting stays linked to the client and their history, so you arrive prepared and the follow-up afterward doesn’t get lost. If you want to try it, you can create your account.
This goes hand in hand with having every commitment in a calendar: a well-used video call is quality follow-up, not just a meeting.
The video call let you sell on a field the size of the world. It’s still a conversation: camera on, prepared, and with a next step.
Frequently asked questions
Can you close a B2B sale over a video call?
Yes, and it’s increasingly closed that way. The video call lets you have the conversation, show a proposal, and read the client’s reactions without needing to travel. For SMB sales in LATAM it’s a standard tool today, not an exception.
What do I need to bring video calls into my sales process?
Not much: a reliable video call tool (like Google Meet) and the discipline to prepare and schedule the next step. It helps a lot if your CRM generates the video call and invites the participants on its own, like Mexus CRM does, so you don’t waste time on logistics.
Do video calls replace in-person visits?
Not entirely: there are moments —an important first relationship, a big negotiation— where presence adds value. But for most sales follow-up, the video call gives you 90% of the value with a fraction of the time and cost.
Want to see how Mexus CRM solves it?
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