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How to Create and Deliver a Killer Sales Presentation

How to Create and Deliver a Killer Sales Presentation

Written by: Orana Velarde

An illustration of a man in front of a sales presentation slide.

A good sales presentation is the key to landing a new client or customer. Present your offers, products and services in a way that will inspire your audience to take action. 

With a killer sales presentation template and some tips on how to create one, you’re on your way to a successful sales meeting. Regardless if it’s virtual or in person.

Let’s dive in! 

Here’s a short selection of 8 easy-to-edit sales presentation templates you can edit, share and download with Visme. View more templates below:

a successful sales presentation is

What is a Sales Presentation?

In short, a sales presentation is a speech with or without a slide deck in which the speaker is trying to sell something to their audience. A sales presentation can be formulated in a number of different ways.

For example, a sales presentation can be a pitch deck . Startups use these to present their ideas to potential investors and get funding.

B2B companies use sales presentations to sell their products or services to other companies. In some cases, a webinar is a sales presentation with an added value proposition.

What a sales presentation isn’t, is a sales report where the presenter gives results on sales activity. Think of a sales presentation as before the sale takes place and a sales report as to what happens after.

Below is a pitch deck presentation template that can easily work as a sales presentation. Simply take out some of the slides and fill in your own company information for the particular offer.

A collage of a purple and grey pitch deck template available in Visme.

Slides to Include in Your Sales Presentation

Sales presentations have existed for a long time. Millions of people have created, presented and closed deals with sales presentations . Thankfully, there are also people that look at the data. 

In this case, the data I’m referring to is the perfect number and type of slides to include in a sales presentation for a higher chance of success. The general consensus for a pitch deck outline , for example, is around 10 slides in this order:

  • Introduction
  • Market Size and Opportunity
  • Competition
  • Investment and Use of Funds

Let’s say your sales presentation isn’t a pitch deck to convince investors to fund your startup. If your sales presentation is geared towards selling a particular product or service from your company, it can look more like this:

  • Emotion Factor

Do you feel like you might need some help to create a sales presentation? Don’t worry, we’ve got you. Check out the video below to learn how to create a presentation quickly and easily, right inside Visme! 

a successful sales presentation is

5 Killer Sales Presentation Tips

In order to create a sales presentation that will convert your audience into customers, it needs to be well designed and also well presented. Here are 5 top tips to take into account when creating your sales presentation.

1. Keep It Short

Keep your sales presentation short. You don’t need to write a dissertation about your product or service. In fact, you should create a little mystery and anticipation. Relay just enough information that will pique their curiosity to the point of wanting to know more. 

2. Tell a Story

Use storytelling techniques at the start to help your audience relate to your pitch. Try using a fictional character as a starting point to explain how your service or product changed or improved their life or work. Insert personable tidbits that your audience can relate to. 

3. Know Beforehand What Your Clients Want or Need

Don’t give a sales presentation to people who won’t be interested in it. Make sure you know what your ideal client and customer really need and want. What are their pain points? How does your offer help them overcome it? Your sales presentation needs to address those and explain in simple language how your product or service is their best choice.

4. Ask Questions and Create Conversation

During the presentation, ask questions to create a conversation with your audience. This will remind them that you are a real person and not a machine. Give them an opportunity to also ask you questions.

5. Don’t Drone a Memorized Speech

It’s definitely a good idea to practice what you’ll say during the sales presentation. But what isn’t so great is to memorize a speech that you’ll then drone out like a middle school play. 

When giving a good presentation , it’s important to be calm and prepared. Your body language says a lot about how you feel when relaying the information. Even if you’ve given the same presentation over 20 times to different audiences, make it new every time.

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a successful sales presentation is

5 Ready to Use Sales Presentation Templates

Using a template can help you get a good idea of how to set up the slides in your sales presentation. In the end, you might not use the template as is and you’ll change a lot of the elements. But the idea is that a template gets you started.

At Visme, we have a number of sales presentation templates. Here are a few of our favorites.

1. Creative Sales Presentation

This sales presentation template has 16 slides all in a similar style. Choose the slides that fit your vision best and duplicate your favorites. This is the perfect template for the sale of a digital product or service.

An orange and purple sales presentation template available in Visme.

2. Event Sponsorship and Booking Sales Presentation

Use this template if you’re selling sponsorship and booking opportunities for an event. It doesn’t matter if the event is virtual or in person, you still need to get people to participate, buy tickets, buy advertising spots, etc. 

A grey and orange event sales presentation template available in Visme.

3. Product Sales Presentation

Showcase your products in the best light. Try out this template to create a sales presentation that sells a specific product. Each slide is designed to present an important aspect of your product, its value proposition and who it solves your customers’ pain points.

Change the colors to match your brand and personalize the messaging easily. Keep critical information accurate and consistent across your presentation using Dynamic Fields . All you need to do is create dynamic fields and input data once , which will appear throughout your slides.

A product sales presentation with dark blue mixed with bright colored slides available to edit in Visme.

4. Freestyle Modern Sales Presentation Theme

The Visme Modern presentation template isn’t just great for sales presentations. This set of slides can help you create any type of presentation. For a sales directed slide deck, use the slide library categories to find the slides you need. 

Not only does this slide library have all the slides you need, but there are also variations of each one. Select the one that fits your content best. 

A black and teal presentation template available in Visme.

5. Minimalistic Simple Sales Presentation Theme

Much like the modern presentation theme, the simple presentation theme has over 300 slides in over 20 categories. You simply have to select the sides you need, then choose the composition of the elements you like best. 

Finally, add your own information and data to finalize your sales presentation deck. Don’t forget your brand colors, a few storytelling tidbits and a clear value proposition.

A minimalistic, black, grey and green presentation template available in Visme.

Design Elements To Use In Your Sales Presentation

Sales presentations created with or without templates can benefit from a number of design elements. These are tools that will help you visualize the information for your pitch. From charts to infographic widgets, everything is at your disposal with Visme.

Let’s take a quick look at some of them.

1. Content Blocks

Creating visual content with content blocks is much easier than starting from scratch. We use the same principles as our presentation themes to create ready to use content blocks. 

There are a number of design options when it comes to content blocks. For example, header and text, stats and figures, graphics and text and diagrams. You also have to ability to save your favorite and most versatile blocks in a library to use for all your future presentations.

Visme content blocks are available on the left-hand toolbar of your editor. In the “Basics” button at the very top of the list.

Visme icons come in all shapes and sizes. From static line icons to animated full-color isometric illustrated icons. All are color customizable and easy to resize. Making them fit your brand is seamless and intuitive. 

Use icons instead of bullet points, as a replacement of unnecessary text, as a way to create a visual flow, or as a decorative element. Icons are your best friend when creating visual projects.

bring your designs to life with customizable icons

3. Characters

Include personable characters along with your content blocks and other design elements. These characters will help create a relatable environment for your audience, making it easier to sell your products or services.

The Visme characters can be static or animated. Customized in terms of color, pose and repetition of action. They work great to explain certain concepts and ideas that need a visual push to come across.

4. Infographic Widgets

Infographic widgets are great design tools for visualizing small data sets. Use groups of these to visualize individual statistics and information that will help sell your product or service.

Customize the color and dimensions easily to fit in with the rest of your project.

Visualize location information with customizable interactive maps. Choose between counties, states, entire countries or regions. Enter data for your map with a Google sheet or do it manually. 

Visme maps can be as simple as a color outline to a multicolored data map with a legend and interactive pop ups.

A presentation slide with a United States map on it available to edit in Visme.

6. Charts and Graphs

Very few sales presentations can get away without a minimum of charts and graphs. The Visme graph engine has a wide variety of options to create line charts, bar graphics, scatter plots and more. 

You only need to input your data once and the graph engine shows you different options to choose from. Select the one that makes your data the easiest to read and doesn’t confuse the audience.

7. Special Effects

Adding special effects is a great way to add visual value to your slides. Motion graphics shapes and backgrounds will make your sales presentations more interesting to look at. These are great for sales presentations that don’t accompany a speech or elevator pitch.

How To Create a Sales Presentation in Visme in 9 Steps or Less

It’s easy to design a sales presentation with Visme. The design elements and information visualization tools will help you put together a memorable sales presentation that will seal the deal.

1. Create an Outline

Before you start designing any slides, you’ll need to have all your information in an easy to follow outline document. If possible, separate the sections into what will go on each slide. This will help save you time when you’re actually in the editor creating the presentations.

Remember to keep the information per slide as short and sweet as possible. You’re looking to convince and convert, not teach a masterclass. 

A screenshot of a Google Doc with a sales presentation outline.

2. Choose a Template

Once you have all your information ready to go, it’s time to sign in to your Visme account and choose a template. Browse the ready-made templates or select one of the three themes which are more like builders.

When you pick a template and then you realize it’s not what you needed, changing for another one is easy from inside the editor. Set up as many slides as your outline calls for.

Presentation Templates

a successful sales presentation is

Ecommerce Webinar Presentation

a successful sales presentation is

Buyer Presentation

a successful sales presentation is

PixelGo Marketing Plan Presentation

a successful sales presentation is

Technology Presentation

a successful sales presentation is

Product Training Interactive Presentation

a successful sales presentation is

Work+Biz Pitch Deck - Presentation

Create your presentation View more templates

3. Select Images and Graphics

All the photos, icons and illustrations inside the templates are free to use. As are all the ones in the Visme graphics library. Simply use the search function to find what you need. All icons and illustrations are customizable to match your brand colors. 

If you have brand or company visual assets ready to use, upload them to your media library and add it to your canvas. 

A screenshot of the images and graphics available in Visme's design editor.

4. Input Your Information

Add the content from your outline into the presentation. Go slide by slide so you don’t miss anything. If text boxes change sizes, use the sizing function to readjust how text fits on the slide. 

A screenshot of a presentation slide able to be customized in Visme's editor.

5. Customize Slides to Add Brand Assets

Change the color theme to match your brand. Prepare your Brand Kit first with a color palette and color theme with your brand colors. Then in the editor, change the template colors as you wish.

To change the fonts, select the text and add the new fonts in. You can upload your own brand fonts or use one from our long and varied collection.

A screenshot of the Brand Kit area in Visme's dashboard.

6. Add Data With Data Visualizations

Use the Visme Graph Engine to create charts and graphs to add to your sales presentation. If the template you selected already had charts and graphs, simply customize to fit your data and story.

Add infographic widgets for small data sets or small tidbits of statistical information. For example, percentages and arrays. 

A screenshot of the graph engine inside of Visme's design editor.

7. Add Interactivity, Animation and Narration

If you’ll be sending the sales presentation on its own without your speech accompanying in, consider adding interactivity, animation and narration for your audience to feel connected to the slides. 

Alternatively, you can have two versions. One without these elements to accompany your spoken speech and an interactive version to send to potential clients after you’ve talked to them.

Interactivity can be buttons that open popups, websites or navigate to other slides. Animation can be achieved with animation effects on any element or with animated icons and characters.  Add narration to your slides so your audience will have an easier time following along.

8. Use Presenter’s Notes

When presenting live to an audience, take advantage of the presenter's notes function. These are notes and reminders that only you can see on the slides as you go through the sales presentation.

They will help you stay on track with the story, will give you cues for when to ask questions or insert a humorous comment. Use these as support, not as reading points.

A screenshot of the presenter notes feature open in the Visme design editor.

9. Share Your Sales Presentation With a Link or Download

Your sales presentations can be shared in a number of different ways. Share it as a live link, download as HTML5 to share offline with all the animation and interactivity you added. Download as a PDF to share as a static presentation or to print in a booklet. 

Share your sales presentation easily in a Zoom or Google Meet call by sharing your screen and sending a copy to your attendees.

A screenshot of the download options for presentations in Visme.

Your Turn to Create a Killer Sales Presentation with Visme

Now it’s your turn to create a sales presentation. We hope you’ll try Visme to see just how much you can do with the tools at your disposal.

Check out all the sales presentation templates to get started. We think you’ll never want to create a presentation anywhere else. 

Create beautiful presentations faster with Visme.

a successful sales presentation is

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Recommended content for you:

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Design visual brand experiences for your business whether you are a seasoned designer or a total novice.

a successful sales presentation is

About the Author

Orana is a multi-faceted creative. She is a content writer, artist, and designer. She travels the world with her family and is currently in Istanbul. Find out more about her work at oranavelarde.com

a successful sales presentation is

6 Essential Elements of a Successful Sales Pitch or Presentation [Infographic]

Leslie Ye

Updated: January 28, 2020

Published: April 09, 2019

Calling a sales presentation a "pitch" is a little misleading.

sales-pitch

In baseball, good pitchers strike batters out. But in sales, a successful pitch is one that connects -- and gets hit out of the park.

As a pitch, however, good selling is something of an art form. People want to be told a story, to understand how your value proposition is going to mesh with their business and enhance it. How you accomplish that is up to you.

But along with the art of sales is a bit of science. The types of information most likely to convince a person to buy, or help them understand what you're talking about, can be broken down to zeroes and ones.

For example, did you know 40% of people respond better to information in visual form than when it's written? Or that the best presentations are two-thirds stories?

Download Now: How to Perfect Your Sales Pitch

What is a sales pitch?

The sales presentation is where a huge part of this work gets done. Though you'll be speaking with your prospects about different concerns and questions on the phone, a sales presentation may be the best chance you have to put all your cards on the table and demonstrate exactly why your service is perfect for the prospect.

This infographic from PPTPOP breaks down the six essential elements of a successful sales presentation and includes examples from other companies' winning pitches .

From limiting the service offerings you recommend for a particular customer to ease their decision, to the types of proof you should include to demonstrate your product's worth, these helpful tips will help juice up any sales presentation.

Read on for tips on creating the perfect sales presentation, or skip to the infographic here .

Structure of a Sales Pitch

  • A Stellar Cover Slide
  • A Value Proposition
  • A Powerful Story
  • Enticing Solutions
  • A Clear Call-to-Action

1. A Stellar Cover Slide

Your cover slide should reflect your company stance and industry. Your audience needs to "get it" instantly. Since 40% of people respond better to visual information than plain text, Google , Flickr , Unsplash , and Fubiz can be great sources for images that immediately boost your pitch.

2. A Value Proposition

What do you do? Summarize the value of your promise to deliver to prospects, and explain why they should buy from you. To help hone your value proposition, try using the "VP" formula:

[Company name]

helps [target audience]

with [services]

so you can [benefits].

Still not quite breaking through? Check out these examples of great value propositions:

  • Geekdom - "We're a new kind of collaborative workspace where entrepreneurs, technologists, developers, makers, and creatives help each other build businesses and other cool things together."
  • Airbnb - "Airbnb is a trusted community marketplace for people to list, discover, and book unique accommodations around the world."

3. A Powerful Story

The most successful presentations are 65% stories. Present your story and your team to humanize your company and increase likeability.

Make sure you include the reason why your company and product came to be. Tell your audience what motivates your team to wake up and work every day. And offer tips that are personal and will make your audience smile, like, " John eats fast and makes things work. "

4. Enticing Solutions

First, focus on your client's problem. Here's how Airbnb did it:

Airbnb's first pitch extract: "Price is an important concern for customers booking travel online. Hotels leave you disconnected from the city and its culture. No easy way exists to book a room with a local or become a host."

  • Problems - Price, convenience, access
  • Aspirations - Have choice, unique experience, make money renting your place

Then, break down your value propositions into solutions tied to the benefits your clients want. Examples of benefits are, " Make more money and grow your business, " " Look good and impress, " and " Save time and money. "

How to list your solutions:

  • Don't give too many choices
  • Communicate results customers will get
  • Make it easy and quick to understand
  • Give examples that demonstrate your product's value.

The proofs you'll provide have to answer this question: " How do I believe you? " You should also:

  • Add testimonials - They highlight what clients love about doing business with you. Use real client's pictures to enhance credibility impact.
  • Share research data - Use expert quotes and findings that tie to the benefits of the product you're offering.
  • Compare your products vs. competitors - Show your audience how you're better.
  • Provide extra benefits - Offer a money-back guarantee, free trial, or free shipment to show and earn confidence.

6. A Clear Call-to-Action

A call to action is a simple command directing customers to take action (buy, start a free trial, sign up for our mailing list). To make your call-to-action even more enticing, include these sensory words to enhance your pitch .

Creating a Sales Presentation

  • Build rapport with your audience.
  • Lead with solutions.
  • Include case studies.
  • Ask for feedback.
  • Be open to questions.

So, you're ready to create a sales presentation ? Here are some tips to keep in mind.

1. Build rapport with your audience.

If you want to give a successful presentation, you need to connect with your audience . Start out the presentation by addressing the audience and by appealing to them. This can be done by asking about their business (e.g., a new product launch or announcement).

2. Lead with solutions.

What's the biggest pain point your product or service will address? Start your presentation by providing the solution right off the bat. Not only will this capture your prospect's attention, but it will also keep them engaged and hungry to learn more about what you and your company have to offer.

3. Include case studies.

How can you support the solution you provided? Show the prospect how that solution can be applied. Case studies allow you to highlight specific aspects of your product or service that will positively impact the prospect's company. This helps you build credibility and further develop trust.

4. Ask for feedback.

It's important to connect with your audience and make sure they're engaged in your presentation. For example, you could ask, "Does this make sense?" or "Do you see how this would work for you/your team/your company?" Asking for feedback ensures that you're on the same page.

5. Be open to questions.

Let your audience know that they can ask questions at any time. Be aware of your audience and their reactions throughout the presentation. Sales strategist, Marc Wayshak , recommends, "Whenever a prospect interrupts you -- either with a verbal remark or subtle shift in their facial expression or posture -- stop immediately. Acknowledge the interruption, and welcome the opportunity to explore it with the prospect." You'll provide even more value to the prospect by addressing their questions and concerns during the presentation.

essential elements of a successful sales presentation

Your pitch is the fastest and easiest way to set yourself apart from your competitors. Make sure it pops with these tips -- and see the difference in your quota results.

Looking for more? Check out these sales pitch examples next.

Sales Pitch

Don't forget to share this post!

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Sales presentations: templates, examples and ideas on how to present like a pro

Sales Presentation

A good sales presentation is more than a simple pitch, a demo or a list of facts and figures. Done well, at the right time in your sales process , it’s a tool for getting your prospects’ attention, drumming up excitement and moving prospects toward a buying decision.

In this guide, you’ll learn how to use the power of storytelling to drive decision-making and close more deals. We’ll also cover the fundamental elements of an effective sales presentation strategy, what to include in your sales decks and practical ideas on how to deliver them.

What is a sales presentation?

A sales presentation is a live meeting where your team showcases your product or service and why it’s the best option for your prospect.

Although the terminology differs from company to company, a sales presentation is not always the same as a sales pitch.

A sales pitch is what your sales professionals do all day long, on the phone, over Zoom or in person with clients.

A sales presentation (although it’s still a sales pitch) is a point-in-time event that usually happens when your sales team is trying to close a more lucrative deal. It’s not a simple phone call, as it often involves a meeting and a demo.

Because you’re likely presenting to a group of senior decision-makers and executives, sales presentations require ample prep time and coordination across multiple team members.

Key takeaways from this sales presentations article

Deliver effective presentations: Make your sales presentations compelling with storytelling, effective slide decks, tailored content and strong delivery techniques. Benefits of great presentations: Sales presentations grab attention, excite prospects and drive decision-making, helping close more deals by showcasing your product’s value. Pipedrive’s tools, including customizable sales dashboards and Smart Docs , help you create professional, tailored presentations that enhance your sales strategy. Try Pipedrive free for 14 days .

How (and why) to use storytelling in your sales presentation

Use stories in your presentations to help people remember and relate to your brand.

Statistics, facts and figures can help when you’re trying to persuade a prospect to become a customer, but they’re more impactful if you can frame them with a memorable story.

For example, tell a story about a customer who faced the same challenges as your prospect and supplement it with powerful data, they are more likely to listen and want to know more.

Human beings have a deep relationship with storytelling. Stories move, teach and, in a sales context, persuade audiences.

Chip Heath, a Stanford professor and the co-author of Made to Stick , demonstrates the importance of storytelling by doing an exercise with his students. He divides them into groups and asks them to deliver a one-minute persuasive pitch based on data he’s just shown them.

After the pitches are delivered, he asks the class to jot down everything they remember about them. Although most students use stats rather than stories, 63% remember the stories, while only 5% remember an individual data point .

The stickiness of stories makes them a useful tool for developing a sales presentation outline. They help prospects understand and remember the key points of the presentation and your product.

Thomas Dredge Sales Manager, Particular Audience

Start with a problem (and a deadline)

Your presentation is about the solution you’re offering your prospects, but it shouldn’t start with that solution.

Instead, lead with the problem your solution was designed to solve.

“ Value selling is key,” says Bradley Davies, business development at Cognism . “It is important to understand your buyer and tailor their journey to what you can do for them.

“First, you need to understand what is motivating them to have a discussion, which allows you to identify their pains and present how your offering solves their pains. Everything presented to a prospect should be based on the value for them specifically.”

You might choose to tell a story that positions your product as the hero, helping the customer vanquish a villain: their pain point.

Your story should be tailored to the pain points of the prospects in the room. For example, a change to their business, industry or the technology they use.

“If an element of your offering is not relevant, then don't distract them from the important features. It will keep them engaged and help to build their user story,” adds Bradley.

Recommended reading

https://www-cms.pipedriveassets.com/blog-assets/determine-customers-pain-points.png

Digging deep to determine customer pain points and make the sale

Create a sense of urgency around your product: It’s a solution to their problem, but if they don’t act now, they could miss an opportunity. Tell a story about what might happen if your prospect doesn’t change, framing the consequences of inaction.

Focus on outcomes

You’ve outlined the problem and, if you’re doing your job, your audience is nodding along. Now it’s time to start talking about the solution.

However, that doesn’t mean you should launch into the features and benefits of your product just yet.

Rather than presenting your product, a good sales presentation draws a picture of what life could look like for a customer once they start doing things differently. How will their workload or productivity improve? What will they be able to do with additional time and resources? How will they reduce spending and increase revenue?

From there, introduce your solution and the features that can make this brave new world possible. Do this in a few ways:

Position your features against the old way of doing things

Present those features as “superpowers” that will solve your prospect’s problems

Compare those features to competitors’ features

Quantify the value your features bring vs. the cost of doing nothing

Use a combination of some or all of the above

Creating a winning sales presentation slide deck

Most sales presentations include a slide deck to deliver facts, case studies and statistics that convey the value of your solution.

Create your sales pitch deck in an application like PowerPoint or Google slides to ensure your presentation is visible to everyone in the room (or in a virtual setting).

The best sales decks have a few key elements:

A great cover image or opening slide. Like the story you open your presentation with, your cover slide should grab your audience’s attention.

Data and key points . Charts, graphs, infographics, quotes and other information back up your presentation. Your slides should support your presentation by visualizing data, not repeating what you’re saying. You can get metrics from third-party sources or (if appropriate) from your own sales dashboard .

Testimonials and case studies from other customers. Quotes and success stories from or information about other customers, preferably in the same industry as your prospects, will act as social proof and go a long way to backing up your claims.

Competitive context. In all likelihood, your product isn’t the only one a potential customer is evaluating. Savvy sales professionals take the opportunity to proactively communicate how their product stacks up to their competitors’ and anticipate objections.

Customized content. While it might seem tempting to use the same content for every presentation, you should personalize your presentation for each meeting. You might want to use your prospect’s brand colors, find data specific to their market or industry, or reference an earlier exchange. You can find ready-to-use customizable sales decks through a graphic design app, such as Canva.

A glimpse into next steps. Give your prospects an understanding of what new customer onboarding looks like with a slide that includes a direct call to action offering next steps. For some companies, the training and customer support experience can be a value proposition in and of itself.

A note about text in your sales deck : Keep the slides simple and light on text. Your prospects don’t want to look at a wall of words to read. According to data from Venngage , 84% of presenters use visual data in their presentations – and for good reason: You don’t want to overwhelm your audience with text as they listen to you, look at your sales deck and watch the demo.

When you do include text, ensure you use a font (and font size) that can be easily read by everyone sitting in on your presentation.

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What else to bring to your sales presentation

Now that we’ve discussed the story elements of a sales presentation and your slide deck, what else should you bring to the meeting?

Most sales presentations are in-person affairs and include visual elements like a sales deck, handouts or even an in-person demonstration of the physical product. Here are a few things to think about including in your pitch.

https://www-cms.pipedriveassets.com/blog-assets/sales-collateral.png

13 examples of sales collateral you need to drive revenue

The product.

Nothing sells a product like seeing it in action.

Take Scrub Daddy, a sponge that changes shape depending on the heat of the water. When Aaron Krause, Scrub Daddy’s founder and inventor, presented the product on Shark Tank in 2012 , he demonstrated the sponge cleaning dirty kitchenware and greasy countertops. He also used bowls of water and two 10-pound weights to show the sponge’s amazing morphic abilities.

The tactic paid off: Scrub Daddy partnered with Lori Greiner for $200,000, in return for 20% equity in the business and is now considered one of Shark Tank’s most successful products.

Not all products are easy to demo, so you may have to improvise.

With a physical product, think of the perfect environment for a demo. What would show the product at its best?

With a digital product, make sure you have the technology on hand to show what your product can do (and check beforehand that the tech works). If it’s a mobile app, have your prospects download it. If it’s a platform, consider producing recorded or interactive product demos that can be embedded in your sales presentation.

For items that are too big to be brought in or which are location-specific, you may have to rely on a video as part of the presentation.

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7 steps to putting together a brilliant sales demo

Leave behinds.

Depending on the nature of your solution, you may want to have materials you can leave with the prospects in the room.

This can be as simple as contact information or sales literature you pass out at the end of the presentation. It can also be something that’s part of the presentation, like a QR code that allows them to download the demo on their phones. Whatever format you choose, make sure the material is concise and to the point.

Tailoring your sales presentation to speak to your audience

Once you develop a strong sales deck template, it’s tempting to use it over and over with your target audience. Remember, personalization is essential in sales.

During lead generation , prospecting and sales calls, you know that prospects are more interested in buying if your pitches are tailored to them. It’s the same with your sales presentations, especially if you have an unusual prospect.

Let’s say your product is a CRM that’s normally used by sales organizations, but a human resources department is interested in using it to create a recruiting pipeline.

You wouldn’t use a sales deck with sales-related examples to sell it during the presentation.

Instead, you’d research talent acquisition challenges, ask your product department to create a template or a demo aimed at recruiting and build your sales deck accordingly.

Different industries have unique challenges and opportunities. It’s your responsibility to tailor your value proposition and key bullet points accordingly.

“To craft the perfect sales presentation pitch,” advises Danny Hayward, Sales Manager at Unruly , “ensure you take care of these three things:

Ask the right questions beforehand to understand the needs of the client, especially their flaws

Learn your product inside and out

Rehearse, rehearse and rehearse again

Danny Hayward Sales Manager, Unruly

How to nail your sales presentation delivery

Here are a few tried and true sales presentation techniques to make sure you close the deal.

Whether you’re presenting solo or as part of a team, it’s important to plan in advance. Follow these sales presentation tips for preparation.

Practice, practice, practice . You’ll need to get the timing right, especially if your presentation has a lot of moving parts. Go through it to make sure your timing works, so that you can nail the meeting itself.

Make sure everything works . You don’t want to go into a meeting with a faulty PowerPoint presentation or a broken sample – or find out there is no whiteboard when one is integral to your demonstration. Do your best to make sure everything goes to plan.

Decide on everyone’s roles . This one is just for those presenting as a team. Will different sales reps speak through each section? Will one rep talk while the others handle the sales deck and demo? Decide who will do and say what ahead of time.

Know your attendees. Make sure you know who from the prospect company will be in the meeting, their titles and the roles they each play in the buying process. Conducting light social media research can also clue you into attendees’ past experiences or alma maters (information that can fuel pre-presentation small talk and forge closer connections with your audience).

Practice confident body language

Presentations usually happen in person, which is why you need to practice strong body language. You want to look relaxed and confident (even if you’re shaking in your shoes).

Here are some ways you can improve your body language:

Eye contact . Make and maintain eye contact, even in virtual meetings. This shows people you’re interested in them and invested in what they have to say.

Stand up straight . Pull your shoulders back and straighten your spine; fixing your posture is an easy way to convey confidence. You’ll also feel better if you’re not hunched over.

Chin up. It’s hard when you’re in front of people, but don’t look at the floor or your shoes. Face straight ahead and make eye contact (or look at the back wall rather than the floor.)

Have a firm handshake. Some people judge others by their handshakes. Offer a firm handshake to make a good first impression.

Engage your audience

Presentations can span 30 to 60 minutes or more, so you need to be able to hold your prospects’ attention. There are a number of ways to keep everyone interested:

1. Understand your audience’s attention span

The beginning and the end of your presentation are the most memorable, so that’s where you want to use your strongest material.

Rather than leading with your product’s features, use the first few minutes of a presentation to briefly introduce yourself, and share the compelling story we mentioned earlier. If your demo itself is compelling, lead with that.

Then talk about product features and pricing. Your prospects might have already researched it or can look it up afterward, so it’s fine that it’s occupying real estate in the middle of the presentation.

Lastly, finish strong. Return to your story, sharing how your product solved an important problem. Close with confidence, and open the floor for questions.

2. Be funny

Humor can be tricky, so if you’re not comfortable making jokes, don’t force it. If, however, humor is part of your brand voice and you think it will be well-received by your audience, go for it. Humor can be a good way to connect with prospects, make your presentation memorable and relax everyone in the room.

3. Use a little showmanship

The best thing about a sales presentation is that it lets you show off your product. Unlike a pitch, a presentation lets you pull out the stops, make a splash and showcase your solution.

Use this to your advantage and be as memorable as you possibly can.

Sophie Cameron Business Development Representative, CAKE

What to do after the sales presentation to close the deal

The sales cycle isn’t over when the sales presentation ends. Here are some tips on how to wrap up loose ends and close the deal.

Take questions

Encourage questions to show prospects you care about their experience.

Sometimes prospects may want a question answered right in the middle of a presentation. Interactivity is a great sign of engagement. If that happens, stop the presentation and take their questions head-on to show you’re listening and validate their thoughts.

Other times they may sit silently waiting for you to give them all the information they need.

In either case, proactively ask for questions once you’ve ended your presentation. Encourage them to share their concerns. This is a consultative selling approach that works to build a relationship with your prospects.

By the end of your sales pitch, your prospect should be ready to come along with you and start your business relationship.

Outline the next steps of the process. The first could be offering a trial of your product, scheduling a follow-up meeting or sending over a proposal.

Whatever the steps, make sure they’re clearly defined. If you don’t hear from the prospect soon after the proposal, check back in with a follow-up email or call.

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How to write a response-worthy follow-up email (with 15 templates)

Great sales presentation examples (and why they worked)

Here are some sales pitch examples you can use to inform your next sales presentation; these examples range from great sales decks to presentations and we’ll explain why they worked so well.

The successful demo

Stephen Conway of vegan chocolate brand Pure Heavenly opened his elevator pitch on the UK’s Dragons’ Den in 2019 by handing out samples of his chocolate. The product, paired with Stephen’s story about wanting to create an allergen-free treat that his young daughters could enjoy, led to three offers.

Why it worked: Conway knew the strength of his product and packaged it in a personal story, betting (correctly) that it would sell itself.

The data-driven presentation

Lunchbox is a restaurant technology company that specializes in online ordering, customer loyalty and guest engagement software. The sales deck the company used to raise its $50 million Series B in 2022 relied on bold visuals and graphs to illustrate its market opportunity, ARR history and competitive differentiators.

Lunchbox

Why it worked: The deck tells two stories, one about the company itself and another about the way consumer dining habits have changed in the wake of COVID-19. Lunchbox used data to show how it met the industry’s new pain points for both itself and other companies.

https://www-cms.pipedriveassets.com/blog-assets/Sales-Data.png

Sales data: How to analyze sales data and a sample Excel spreadsheet

The presenters with overwhelming confidence

When Brian and Michael Speciale went on Shark Tank in 2017 to pitch their product, The Original Comfy, they had very little – no numbers or inventory, just a prototype of a big fleece blanket/hoodie and video of that hoodie being worn everywhere from the couch to the beach. What they did have was a good product and confidence in that product. Their presentation earned them an offer of $50,000 for 30% from Barbara Corcoran.

Why it worked: Corcoran says she bought in because the Speciale brothers had a good idea, the guts to present it and knew they had to strike while the iron was hot. While you probably should be more prepared for your own sales presentation, the Original Comfy story shows just how important confidence is in a sales presentation.

Begin your sales presentation by capturing your audience’s attention and establishing a solid foundation for the rest of your presentation. Here are some steps to consider:

Greet and introduce yourself

Establish rapport

State the purpose and agenda

Address the pain points

Present a compelling hook

Outline the benefits

Establish credibility

Set expectations

Remember to maintain a confident and enthusiastic demeanor throughout your presentation.

The ideal length of a sales presentation can vary depending on factors such as the complexity of the product or service, the audience’s attention span and the context in which the presentation is being delivered. However, keeping a sales presentation concise, focused and within the timeframe is generally recommended.

The conclusion of a sales presentation is a significant opportunity to leave a lasting impression and inspire action from your audience. Here are a few steps you should take to end your presentation effectively.

Include a call to action

Summarize key points

Showcase success stories

Open the floor to questions

Offer additional resources

Here’s an example of how to end your presentation:

“To quickly recap, we’ve covered these key points today: [Summarize the main features and benefits briefly].

“Now, let’s revisit our success stories. Our clients, like [Client A] and [Client B], achieved [mention their specific results]. These successes demonstrate how our product/service can deliver tangible benefits for your business.

“I’d be happy to address any questions or concerns you may have. Please feel free to ask about anything related to our offering, implementation process or pricing.

“Before we finish, I’d like to encourage you to take the next step. Schedule a demo, request a trial or start a conversation with our team. Don’t miss the opportunity to experience the advantages firsthand.

“Lastly, we have additional resources available, such as case studies and whitepapers, to provide you with more insights. Feel free to reach out to our team for any further assistance.

“Thank you all for your time and consideration today.”

Final thoughts

It can be tempting to play it safe with a sales presentation by keeping it to a sales deck and a speech – but a sales presentation should be a show-stopper.

The best sales presentation tells your customer’s story, validates with data, offers a demo and more. It’s a major undertaking that shows the strength of your product. Done well, it keeps your prospects engaged and will make them want to do business with you.

Show customers how your product can push their business forward (or better yet, how your product can make them the superhero) and you’ll have a winning sales presentation that sparks your customer’s interest and drives revenue.

a successful sales presentation is

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Effective Sales Presentations: 11 Tips to Win Deals + Templates

Effective Sales Presentations: 11 Tips to Win Deals + Templates

What makes a sales presentation truly effective?

Is it that secret-sauce font, the comprehensive case studies, intricate graphs, or your shining personality? Or is it… something else?

It might seem like a simple question, but understanding the answer unlocks a world of opportunities for sales reps.

If your sales presentations are truly effective, they should accomplish these 4 things:

  • Give prospects confidence in your brand
  • Develop a deep relationship and mutual understanding of needs and priorities
  • Convince potential customers of the value of your product
  • Give clear direction for the next conversation

How many of your recent sales meetings have fallen short of these results?

A study by Forrester of more than 300 C-level buyers found that many reps are lacking key information for a successful sales meeting:

Put simply, most salespeople go into meetings:

  • Unprepared for questions
  • Without knowledge of the business or industry they’re selling to
  • Without understanding the prospect’s situation and problems
  • Without relevant social proof

Want to avoid falling into the trap of generic, ineffective sales presentations?

While preparing for and delivering a really good sales presentation isn’t an exact science, the following best practices will lead you to better results.

Let’s dive into the top methods sales professionals are using to nail their presentations and deliver killer sales pitches .

How to Prepare the Perfect Sales Pitch Presentation

Think you can get away with giving a great sales presentation on the fly? Think again. A PowerPoint presentation that was thrown together over lunch is not going to impress your decision-makers.

Preparation is a key aspect of every effective sales presentation.

Here are five ways you can prepare for success:

1. Set a Clear Agenda

Your sales presentation is built to guide the conversation and gives you a structure to work with throughout the meeting. But the prospect doesn’t know how your presentation is structured.

Does this situation sound familiar?

Prospect: “This is really interesting, but how does your product solve XYZ?”

You : “Actually, we’ll talk about that in a few slides. Anyway, as I was saying…”

These kinds of interruptions are common, and the popular response of “We’ll get to that” doesn’t normally go over very well with prospects.

Here’s how to avoid this: Set a clear agenda for the conversation, and share that with your prospects.

This could mean sharing an outline of the presentation topics you’ve prepared, or it can mean sharing the whole sales presentation with your prospect.

This way, your prospect can review the information before your meeting, see where you’ll cover certain topics, and save their questions for the right moment.

2. Adapt Your Script and Presentation

Above, we saw that 77 percent of reps enter meetings without a clear understanding of the issues that their prospect is facing, or areas where they can help.

There are two clear ways to fix this problem:

First, do your homework. The more you know about your potential client's business and current situation, the better. Also, try to understand their industry and target audience, read up on current news in the sector, and get a feel for the particular pain points this person is likely feeling the most.

Second, base your presentation and accompanying sales script on your ideal customer profile. If your sales team has multiple ideal customer profiles to sell to, discover which profile this prospect fits into and base your arguments, questions, and main points on the specific needs of this profile.

3. Pick Three Main Points for Each Prospect

No matter how many crazy statistics and fun features you throw at your prospect, they’re still only human. Shocking, we know.

In other words, they’ll probably forget at least half of what you say.

To create effective sales presentations that your prospects will remember, focus on three main bullet points that you want to highlight.

This isn’t a number we pulled from a hat. It’s based on an experiment performed by Kurt A. Carlson and Suzanne B. Shu. Their study found that, when your audience knows you’re trying to persuade them, the ideal number of positive claims to make is three. After four claims, your audience will start to become more and more skeptical of anything you say.

The title of their paper is a catchy phrase to help you remember this principle: Three Charms but Four Alarms .

So, go through your slides and pick three key points that you want your prospect to remember. Maybe these will be product features or maybe not, but once again, base these points on the real, felt needs of your prospect. You’ll see better results.

During the presentation, draw your audience's attention to these points as you introduce new ideas. Phrases like these draw attention at the right moments:

  • Here’s the point…
  • This is crucial…
  • But this is what matters…
  • But it gets even better...
  • This next point is really important...
  • This is what XYZ could mean for you, Jack…

And make sure these key points lead directly where you want them to—to your call to action. If they aren’t leading you to that, what’s the point?

For more, check out this video, where I talked in-depth about captivating and directing your prospect's attention during a sales conversation. Remember: whether you're delivering in-person or via video conferencing, maintaining eye contact and using body language to draw attention to main points works.

4. Use Visuals to Show, Not Tell

A sales deck can have several different functions. For example, if your sales deck is going to be read and discussed among stakeholders at your prospect’s company, it will need to include text that explains the visuals presented.

However, if you’re giving a sales presentation with that deck, it doesn’t need all that text.

To prepare a sales presentation for a product or service, make sure you include infographics and visuals that complement what you’re saying. You can use Canva or even a responsive whiteboard to do this.

Think of your slides as visual aids that give more meaning and context to your words.

These visuals can help to:

  • Simplify complex processes
  • Provide a clearer understanding of data/metrics
  • Add credence to your words
  • Keep your audience engaged
  • Help your audience remember main points (this one is backed by science )

In short, for an effective sales presentation, keep your script and your slides separate. Use your words to add meaning to the visuals, and use your visuals to maximize the power of your words. With this approach, you will elevate your value proposition —and increase your close rate.

5. Show Them You Know Their Pain

Using a narrative in your presentation shows that you’re sympathetic to the problems your prospects are facing and that you know how to solve them.

So, what’s the narrative for your product?

Generally, the story you tell with your presentation will follow this pattern:

  • There is a problem caused by a shift in the market, a change in the company’s circumstances, or the world situation
  • That problem is solved, the business is saved, and your product is the hero

A compelling narrative that captures the feelings and frustrations of your prospect shows them that you understand them, you’re on the same page, and you’re here to help.

Maybe this is the story of how your product was born, to solve a problem internally at your own company. Maybe it’s the story of one of your successful customers. Or maybe it’s just a narrative that they can relate to and see themselves in.

In any case, using stories instead of just facts makes your presentation more memorable. According to one study, people only retain about 5-10 percent of the statistical information they hear. But they’ll remember 65-70 percent of the information they hear as stories.

Take advantage of this fact: Turn your data into a narrative.

Once you’ve prepared your sales deck and accompanying script, you’re ready to nail your next sales presentation.

Or are you?

Day-Of Sales Presentation Tips: Nail Your Next Sales Presentation

Ready for the big day? Here are six more tips you can use while actively presenting to your prospect, to give a truly effective sales presentation.

6. Open With Your Biggest Selling Point (Don’t Save it for the End)

Many sales reps like to save their product’s biggest selling point for the very end of their presentation, as if they’re coming to some grand crescendo.

But your prospect didn’t come to this meeting hoping to hear the Philharmonic Orchestra play Beethoven’s Symphony No. 5. So, don’t play this pitch deck like another day at the theater.

Instead, open with your big selling points. Dazzle your prospects from the get-go, and you’ll have them hooked to the end.

To be counted among the Sales Success Stories and Stars of your organization… just go for it. Get the show on the road with a big opening. Leave them in (happy) tears.

7. Ask Open-Ended Questions

To understand your prospects and to keep them engaged with your presentation, questions are essential.

But wait, if you’re giving a sales presentation, aren’t you the one that’s supposed to be doing the talking? You answer the questions, right?

True. But, how do you know if your prospect is paying attention? How can you highlight the relevant points in your presentation if you don’t know what interests them?

To engage your prospect and draw them into your presentation, ask questions like:

  • Can you walk me through how your team handles [problem]?
  • Have you found any clever workarounds for when [issue] happens?
  • What would your ideal solution to this problem look like?
  • How would you expect a solution to this problem to affect your team?

It’s true; you’ve probably asked a lot of similar questions during the qualifying stage . But with these questions, you can lead the conversation and keep your prospect engaged with what you’re saying.

Open-ended questions will also help you with the next tip:

8. Build Context Around Your Biggest Value Points and Differentiators

The same questions we shared above can help add context to what you’re saying.

Don’t just tell the prospect: “ Our product helps you solve X problem. ”

Add meaning to that value point by asking questions:

  • How often do you face X problem?
  • How much time/money do you lose when this happens?
  • How does X problem affect the morale/productivity of your team?

When you have the numbers clear, reiterate the problem: “ So, you lose $X every week because of this problem. That’s more than $Y per year that’s going down the drain until you solve this issue. ”

Then, bring in your value point: “With our product, you could save $Z every year by eliminating this problem for your team.”

The same method works for highlighting your key differentiators.

Instead of telling prospects that your product is the best because it’s the only one that does X, lead prospects to the features and benefits that set your product apart with open-ended questions.

This creates value and context around a problem that only your product can solve.

9. Make Social Proof Engaging: Mirror the Prospect’s Situation

This data blew our minds and will probably blow yours, too: According to studies from our friends at Gong , sellers who use social proof in their sales calls have a 22 percent lower close rate .

Have you noticed a similar pattern with social proof in your sales presentations?

We all know that social proof is a powerful tool in the hands of sales reps and marketers. No need to throw out all your social media customer quotes or company testimonials. But, it must be used correctly to work effectively.

Otherwise, you could actually hurt your chances of closing.

So, what’s the correct way to use social proof in your presentations?

Favor customers that are part of this prospect’s tribe .

For example, imagine you’re selling to an SMB, and you tell them that Facebook is your customer. They’ll be impressed, sure… but they’ll also start to wonder if your product is really a good fit for their small business.

Instead, when selling to SMBs, talk about your other SMB customers. Use examples of happy customers who are in the same field or industry. Or, find customer stories that mirror this prospect—with similar pain points.

With tribal social proof, you’ll gain the respect of prospects while demonstrating that you truly “get” them.

10. Never Talk Price Before Value

Chances are, you’re talking price somewhere in this sales presentation. At this stage in the sales pipeline , it’s normal that your prospect is ready to hear what your solution will cost.

But don’t open the conversation like this.

Sometimes, you get into a room (whether in-person or virtual) with your main point of contact and important stakeholders, and the first thing they want to know is: “How much will this cost us?”

One of the golden rules of sales is this: Never talk price before value .

If you fold to the pressure and start off by talking about the price of your solution, your audience will view your product as a commodity, not as a valuable solution to their problem.

When stakeholders push you for a number, don’t be afraid to push back. If they’re insistent, turn the question back around on them:

“Before we talk about price, let me ask you this: How much will it cost your company if you don’t get these issues solved by next quarter?”

By focusing on the real monetary value that your product provides, you’ll help position your product as a premium solution, not a wholesale band-aid.

11. Keep It Less Than 10 Minutes

Did you know that every presenter at Apple’s product launches speaks for just 10 minutes or less?

This is because science tells us that the brain gets bored easily—our attention spans just can’t expand beyond a certain point. However, you can reengage your audience by introducing a change every 10 minutes.

Apply this principle to your keynote sales presentations: If you’re presenting longer than 10 minutes, the prospect’s interest will steadily decline. Wrap it up.

Our friends at Gong found that there’s a sweet spot for winning sales presentations: 9.1 minutes. It’s like the ideal elevator pitch for sales presentations.

So, stick to this rule of thumb: Keep your presentations under 10 minutes.

Sales Presentation Templates: Use These Sales Pitch Decks to Win More Deals

Want to build a stellar sales pitch presentation? Steal these presentation templates and customize them to your business—including stunning visuals, striking text, and a presentation process that wins deals.

Get the Powerpoint or Keynote version of these templates, and start creating your own effective sales presentations!

Ready to Give the Best Sales Presentation Ever?

You’ve got all the pro tips you need to nail your next presentation.

In the end, you want to demonstrate that you understand your prospect’s needs and concerns. Show you “get” them by adding a compelling narrative and including customer stories that mirror their own situation.

An effective presentation must also be engaging, which is why it’s essential to highlight three main points and add context with open-ended questions.

With this info, you’re ready to deliver a winning sales presentation. ( Psst... don't forget to use our sales presentation templates to get started!)

But what happens next? There are still some unaccounted-for areas of the sales process. If you want to really crush the follow-up and close more deals, you need a CRM to help you do it.

Close CRM does all this—and so much more. Watch our demo or try Close free for 14 days.

Steli Efti

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7 Sales Presentation Examples for Successful Pitches

a successful sales presentation is

A successful sales presentation can significantly influence a potential client’s decision-making process. It needs to be engaging, informative, and persuasive.

This guide explores the components of an effective sales presentation, and best practices for creating one, and provides seven exemplary sales presentation templates from various sources.

What Is a Sales Presentation?

A sales presentation is a strategic dialogue designed to persuade a potential client or customer to purchase a product or service. It typically involves a detailed explanation of the product’s features, benefits, and potential return on investment.

What Is Included in a Sales Presentation?

A sales presentation typically includes sections on:

  • Introduction : Brief introduction of the company and the presenter.
  • Customer Needs : Identification of the client’s needs and how they align with the product or service.
  • Product/Service Details : Detailed information about the product or service, highlighting unique selling points.
  • Success Stories : Real-life examples or case studies demonstrating the value of the product or service.
  • Pricing and Packages : Overview of pricing options and any customizable packages.
  • Call to Action : Strong conclusion that prompts the audience to act or decide.

Sales Presentation Best Practices

Creating an effective sales presentation involves several best practices:

  • Tailor Your Message : Customize the presentation to address the specific needs and interests of your audience.
  • Keep It Concise : Focus on key points to maintain the audience’s attention and keep the presentation within an appropriate timeframe.
  • Use Visuals : Employ charts, graphs, and images to make your points clearer and more engaging.
  • Rehearse : Practice your presentation multiple times to ensure smooth delivery.
  • Engage Your Audience : Encourage questions and interact with the audience to make the presentation more dynamic.

7 Sales Presentation Examples

1) piktochart: “sales pitch examples”.

a successful sales presentation is

Piktochart’s Sales Pitch Examples illustrate how to effectively communicate the value of your product or service. These examples showcase various strategies to capture and retain the audience’s interest, making them highly practical for anyone looking to enhance their sales presentations.

Canva Sales Presentation Template offers visually appealing templates designed to make sales presentations more engaging. These templates are easy to customize and suitable for a wide array of industries, helping presenters create professional-looking presentations effortlessly.

2) Slidebean Sales Pitch Deck Template

a successful sales presentation is

Slidebean Sales Pitch Deck Template is designed to streamline the creation of impactful sales presentations. The template guides users through structuring an effective pitch, emphasizing the art of storytelling to captivate potential investors and clients.

3) Prezi Sales Plan Presentation Template

a successful sales presentation is

Prezi Sales Plan Presentation Template offers a dynamic way to engage audiences with its distinctive zoomable canvas. The template allows sales professionals to outline their strategies and goals in a visually engaging sequence that captures the natural flow of a sales process.

It is designed to help presenters illustrate complex sales plans through a structured yet flexible narrative, enabling the audience to follow along through a visual journey of targets, tactics, and expected outcomes.

4) Queza : Pastel Color Sales Marketing Powerpoint

a successful sales presentation is

Queza : Pastel Color Sales Marketing Powerpoint from Envato Elements is designed with pastel colors and a clean, modern aesthetic, making it ideal for sales and marketing presentations that require a fresh and inviting look. This PowerPoint template is versatile, featuring a range of slide layouts that can be used to showcase products, market analysis, sales strategies, and more.

5) SlideSalad Sales Deck PowerPoint Templates

a successful sales presentation is

SlideSalad Sales Deck PowerPoint Templates ****offer a comprehensive sales deck that is robust and creatively appealing, ideal for making impactful sales presentations. It features hundreds of unique slides designed for various sales niches, allowing for extensive customization.

6) Solua : Cyber Monday Sale Event Powerpoint

a successful sales presentation is

The Cyber Monday Sale Event PowerPoint on Envato Elements is a powerhouse for creating high-impact sales presentations. This template features a modern design that effectively combines bold colors and sleek layouts to capture audience’s attention. It includes multiple slide options to showcase products, promotional offers, and pricing strategies.

7) SlideModel Sales Pitch Presentation Template

a successful sales presentation is

SlideModel Sales Pitch Presentation Template offers professionally designed templates tailored for sales presentations. These templates are structured to facilitate clear communication of complex data, strategic alignment, and persuasive storytelling. They are particularly useful for sales teams looking to present data-driven arguments effectively.

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13 tips for a perfect sales presentation.

By Lauren Funk

Last updated March 11, 2024

a successful sales presentation is

At some point, you’ve probably sat through a terrible sales presentation—bad content, too much text, no images, and no showmanship. This type of presentation isn’t just boring; it can also discourage future sales.

A well-executed, customer-centric, and data-driven sales presentation will convince any audience that they need your product or service.

We’ll start by discussing what you should know about your potential customer before building your sales presentation.

From there, we’ll dive into a six-step guide for creating a sales presentation outline, along with 13 tips (with examples) for crafting an effective B2B sales presentation that’ll seal the deal at your next meeting:

Table of contents

The 6-step guide to a sales presentation outline.

  • Introduce yourself
  • Present the problem
  • Present the solution
  • Back it up with data
  • Drive home your pitch
  • Open the floor to questions

13 tips for executing a perfect sales presentation

  • Start with a solid foundation
  • Speak to a pain point
  • Be unique, be memorable
  • Provide a framework
  • Skip the corporate spiel
  • Offer solutions
  • Provide research
  • Set expectations for ROI
  • Speak to your audience
  • Know when to stop
  • Include a call to action

Let’s dive in, keeping established sales stages in mind:

How to draft a B2B sales presentation outline

You may be thinking, “Do I really need to write an outline?” The truth is, starting with an outline will save you time in the long run. It should serve as a road map for the pitch itself, providing the necessary framework needed to stay focused and ensuring that your sales presentation has clear direction and logical flow.

Prepare to write your sales presentation outline by answering two questions about your audience and the goal of the presentation itself.

Who are you pitching to?

Potential customers don’t care about the history of your company or your product’s features; they want to know what’s in it for them. If your sales presentation is to be successful at all, it must answer that question, and specifically.

Before you begin drafting a sales presentation outline, take some time to research your potential customer:

What is their brand’s identity?

What are their brand values?

What are their main pain points?

Who are their customers?

What solution or product are they currently using?

The answer to these questions will provide the “big picture” insight you need to execute an effective sales pitch .

What’s the big picture?

Companies want solutions that will contribute to their long-term health in the long run. Take a step back to identify your potential customer’s big-picture goals. What might success look like for them 10 years down the road, and how will your product help get them there?

The most effective B2B sales presentations will demonstrate to your potential customer that investing in your product is investing in their own success.

Now that you’ve answered the questions “Who are you pitching to” and “What’s the big picture?” you’re ready to start writing your sales presentation outline.

While the complexity of any sales presentation will vary, depending on the customer and the breadth of that customer’s challenges and needs, the basic formula remains the same.

1. Introduce yourself

Keep your introductory (also called “title”) slide clean and simple. The last thing you want to do is immediately overwhelm your audience with jarring images or busy text. Take a look at the title slide for AdGibbon’s sales presentation:

It’s simple, clean, and to the point. Remember, the goal here is to present your brand and set the stage for the rest of the presentation. Nothing more, nothing less.

2. Present the problem

If you’ve answered the “Who are you pitching to?” questions, you’ve identified your potential customer’s main pain points.

Think of this slide as an agitator. The goal is to present your potential customer’s challenges in a way that reinvigorates their frustration and need for a solution.

ProdPad does an excellent job of stepping into the shoes of its target customer and agitating their main pain points:

sales presentation tips

Take note of the language ProdPad uses. Rather than rely on technical explanations for why spreadsheets are inefficient platforms for ideation, ProdPad elicits an emotional reaction from its audience by comparing spreadsheets to “black holes where ideas enter and rarely re-emerge.” The more your audience believes that you understand their problems, the more likely they are to believe that your solution can fix them, too.

3. Present the solution

Paint a picture of what life will look like for your potential customer if they purchase your product. The purpose of this slide is to present core solutions your product offers relative to the current challenges of your potential customer.

Avoid rattling off features or services that offer no direct benefit to your potential customer. Otherwise, you may lose their attention. Take a look at how Microsoft uses images and text to paint an “after” picture for customers who purchase their Office365 product:

sales presentation tips

The visuals make this sales presentation particularly effective. Microsoft isn’t just telling its potential customers how Office365 will make their lives better; it’s showing them . This is an effective tactic for providing your audience with a sense of relief after agitating their main pain points.

4. Back it up with data

Now that you’ve explained how your product will benefit your potential customer, back up your claim with a case study. Present a scenario where your product solved the main challenges of a company similar to that of your potential customer. Explain how and why your product was a solution, and present the data to prove it. Take a look at the Microsoft example below.

sales presentation tips microsoft

The sales presentation for Office365 includes the results of five separate case studies on one slide. Notice which text stands out the most: the numbers. Keep your case-study data front and center for the maximum effect.

5. Summarize (drive home your pitch)

This slide can be as brief or as involved as you deem necessary. For example, you may choose to summarize all of the core benefits your product can provide to your potential customer. On the other hand, a simple and concise company motto may feel more appropriate. ProdPad’s summary slides use the latter approach:

ProdPad summarizes their unique value proposition in just a few words. It’s a product that “brings together your people, products and ideas” with implementation alone. “It changes the way your business runs right under your nose,” meaning no effort is even required to see results. It’s just that good.

6. Open the floor to questions

At the conclusion of your sales presentation, allow your audience to ask questions. The goal here is to get your potential customer involved in the conversation. The questions and feedback you receive may provide additional insight that would be helpful for closing the sale.

Now that you have a solid sales presentation outline, it’s time to perfect the final product. Utilize the following 13 sales presentation tips to ensure your pitch seals the deal.

1. Start with a solid foundation

There’s no reason to reinvent the wheel. Thousands of professionally designed presentation templates are waiting for you on the web. The trick to picking the right one is to dive a little deeper.

Presentation programs like Keynote and PowerPoint offer stock templates straight out of the box. Do not use these. Look for a third-party template that’s professionally designed. There are plenty of attention-grabbing presentation alternatives out there.

Your company may provide you with a template worth using, or you may have to invest in buying your own. Either way, make sure you’re using a template that’s clean and doesn’t look like something you or your prospect has seen a million times before.

Consider enterprise software company Zuora’s sales deck—a presentation that Andy Raskin proclaimed “ the greatest sales deck I’ve ever seen. ”

Zoura shift happens

The company’s deck is clean and visually appealing, with images and little text. Stats, quotes, and facts are all displayed but do not overwhelm the viewer. The slides embody Zuora’s brand and differentiate the company’s presentation from other run-of-the-mill slide decks.

subscription economy is here

Bonus tip: Don’t overload the foundation. While it’s tempting to slap your logo, name, and contact information on every single slide: resist. Good design is enough to make it feel on-brand for your company. Just share your contact info on the first and last slide. And give them your card, of course.

a successful sales presentation is

Improve your sales process

A good sales process is the foundation of any successful sales organization. Learn how to improve your sales process and close more deals.

2. Speak to a pain point

The product you are promoting is designed to solve a problem. Start there. Make it personal. You should know enough about the people you’re pitching to know what their pain points and how your product will address them. Lead with this. A short paragraph or even a few lines are enough. Think of it this way:

State the customer’s problem.

What change needs to happen?

State your solution.

Let’s take a minute to revisit how ProdPad’s sales presentation approaches the pain point of ineffective spreadsheets for product management . Remember this image?

ProdPad Spreadsheets

In subsequent slides, ProdPad offers a solution by presenting a unique value proposition: better product management software:

ProdPad better way to manage

This approach captures your prospect’s attention and demonstrates your expertise. It shows that you’re aware of the customer’s current situation and that you want to help.

3. Unique is memorable

Your brand needs to stand out in your presentation; include unique elements that catch the viewer’s eye and keep them engaged.

Social networking site Reddit created a unique sales deck for their ad opportunities. Their company culture shines through. Cats are a constant throughout the presentation, which showcases their brand’s unique sense of humor. There are also practical examples of why their site works well for advertisers.

Reddit

Reddit took a unique approach based on the social nature of their business. The same idea can be applied to any presentation. As long as the concept matches your overall brand, come up with creative angles to present your material that are interesting for your viewers—make them remember you.

4. Provide a framework

Establish a clear flow of information in your presentation. There are several structures you can go with. One is the SCR framework, which stands for Situation, Complication, Resolution. Think of your presentation as a funnel. Offer the big picture before narrowing down to your call to action.

Some of the best presentations are given in a story format. In fact, 65% of the most successful presentations are stories.

“When you’re building your next sales deck, keep one thing in mind: Prospects don’t care about your product,” Courtney Chuang of DocSend says. DocSend uses the story approach for their sales deck:

sales was more sale-y

The first slide sets the stage for their value proposition. They then answer the following questions throughout the presentation.

What’s our big, relevant change?

How do prospects win or lose in this new world?

What “promised land” awaits our prospects who win?

What “magic gifts” does our product offer?

What proof do we have to support our story?

Of the prospects who open DocSend’s deck, 65.4% click through to the last slide. And that’s no surprise. After all, everyone likes a good story.

5. Skip the corporate spiel

To set the mood, many salespeople spend far too much time talking about their company. They have been coached into believing this approach builds brand trust. But, really, it just sounds insecure. Instead of tooting your own horn, highlight your expertise in the very narrow subject matter that’s relevant to this pitch. Then, flash a single “jewel” slide that boasts familiar brand logos of companies that have invested in your product.

Sell logo slide

Your prospects want to know how you can help them solve their particular problem. Tell the story of how you’ve solved a similar problem for someone else they like, know, and trust. Then move on.

6. Offer Solutions

Spend time connecting pain points with how your product or service can help the customer. At the same time, don’t harp on pain points for too long. Highlight your prospect’s successes, and tell them why your product will help them experience more of the good stuff. Microsoft’s 2015 Presales Presentation offers an excellent example of this.

out of the box benefits

Be specific as you describe the wins they’ll achieve, and make it personal. Name-dropping the people in the room in the middle of a story about success gives them a confidence boost in themselves and, by extension, you.

7. Provide research

Include both external and internal research in your presentation. This practice gives your brand authority. External research includes things like industry data. Break down your information into more easily digestible pieces using graphs and statistics. For example, see how gannettlocal presented relevant industry/market research in graph form:

why digital

For internal research, at Zendesk Sell we completed several client case studies, such as Museum Hack and Expensify . These case studies demonstrate why our solution works. They also tell a story about why our clients trust us. Incorporate real-world examples and numbers into your presentation that show how your clients have been helped.

8. Everyone is counting on the ROI

A business investment that doesn’t generate sales above and beyond its cost to procure just doesn’t pencil out. Go into your presentation crystal clear on how your potential client will see a return on their investment in the short- and long-term. ROI is about more than just dollars. Be prepared to talk about how the company will increase sales, reduce costs, make more money, gain more market share, or improve productivity.

WeWork presents how potential customers can save money in comparison with alternative workspaces:

a compelling value proposition

Spell out quickly and clearly exactly how financial results will be achieved. Features are great, but make sure to clearly communicate the value.

9. Rehearse

This is an obvious point but is often overlooked. No matter how well you know your prospect and your product, you simply cannot expect to wing it. The business climate is far too competitive for that type of approach.

A complete rehearsal builds confidence and gives you time to smooth out any rough spots. Not only that, but a rehearsal gives you a much firmer sense of how much time you’ll need as well. You never want your prospect shifting in their seat because you’ve gone over your scheduled time. It can also help to record yourself (even if no one likes watching themselves on video).

Wistia’s Soapbox is an excellent way to record and watch yourself present with your slides before the big day:

Soapbox

10. Speak to your audience

Matt Price Zendesk Sell

If an audience member interrupts, listen to the question, and then thoughtfully reply. This gives you insight into what they want to gather from your presentation. Think of your presentation more like a customer conversation .

hand raised business meeting

Another good rule of thumb? Engage and connect with your audience. Don’t be boring. Speak to each audience section in turn. Use your hands to express yourself. Also try to find ways to involve the audience in your presentation. This can be as simple as asking for a show of hands to a particular question.

A physical demonstration can also be useful. Use a whiteboard, or show a quick video . You don’t want to overdo it, but a little enthusiasm, a few visuals, and eye contact can go a long way.

12. Know when to stop

Average attention span is 8 seconds

Time magazine reported that the average attention span has dropped to eight seconds. The takeaway? Get to the point quickly. Speak to your prospect’s pain points, and offer the solution. Remember:

You’re on your audience’s schedule, not your own.

Speak directly to the challenges of your audience.

Don’t cover all of the tiny details—leave them wanting more.

It’s easy to keep talking. It takes skill to know when to stop. You also want to make sure you finish with sufficient time for questions.

13. Include a call to action

At the end of your presentation, clearly define what next steps your audience needs to take in order to get involved with your product or service. Insert one CTA on your last slide, as well as your contact information. Use active, present-tense language.

Zuora’s presentation simply concludes their story with “The End” and includes a hashtag that says #startyourstory. This encourages the audience to dig deeper into the product.

zuora start your story

In addition to the hashtag #startyourgrowth, Sendy (a self-hosted email newsletter application) includes contact information.

Sendy start your growth

You might also include some type of discount or incentive to create a sense of urgency. The goal is to drive your audience to action.

Creating and giving a successful sales presentation takes practice. Use the tips and examples here as a foundation to polish your own presentation. Sales information can often be dry material. Be creative, and come up with interesting ways to present your product or service to get your audience excited and close the sale.

Once you’ve nailed the sales presentation…

You’re going to need a place to manage all of those leads, contacts, and customers. High-performing sales teams choose Zendesk Sell. If you haven’t yet, you can try Zendesk Sell for free for 14 days . And be sure to check out more sales tips and tricks over on the sales blog .

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Back to Sales Management

How to Craft and Deliver a Sales Presentation: A Step-by-Step Guide

Written by: Sean McAlindin

Sean McAlindin, a business and arts writer, has a decade-long experience in music and culture journalism and recently ventured into business writing.

Edited by: Sallie Middlebrook

Sallie, holding a Ph.D. from Walden University, is an experienced writing coach and editor with a background in marketing. She has served roles in corporate communications and taught at institutions like the University of Florida.

Updated on July 21, 2024

How to Craft and Deliver a Sales Presentation: A Step-by-Step Guide

What is a Sales Presentation?

Why are sales presentations important, the steps to creating and delivering an effective sales presentation, where sales presentations go wrong.

In the competitive world of business, the significance of delivering an impactful sales presentation cannot be overstated. Not only is it a vital tool for showcasing your products, services, or ideas – a successful sales presentation connects with an audience and builds the bridge to a potential business relationship. 

Ultimately,  it’s about establishing credibility and likeability with your prospects. Whether you’re pitching to potential clients, investors, or colleagues, mastering the art of delivering a compelling sales presentation can lead to positive outcomes and lucrative sales opportunities.

This article provides a comprehensive guide to help you craft and deliver effective sales presentations. We will cover essential tips for preparation, including doing your research, understanding your audience, and setting clear objectives. You’ll learn how to create a solid presentation from the ground up with a strong narrative structure, engaging visuals, and a decisive call to action. 

We’ll also address how to handle questions and follow up after the presentation, as well as touch on some common pitfalls where sales presentations go wrong. By following these strategies, you can elevate your presentation skills, connect with your audience on a deeper level, and achieve greater success in your sales endeavors.

Key Takeaways

Sales presentations are the most direct way to sell your product or service to a new audience. Mastering these skills will improve your confidence as a sales professional, build lasting business relationships, and help you close more deals.

Crafting a quality sales presentation requires preparation, structure, insight, and adaptability. It’s important to have the right tools, knowledge, structure, and mindset to connect with your audience. Our trusted experts at Making That Sale will go over everything you need to know in this comprehensive, step-by-step guide.

a successful sales presentation is

A sales presentation is a communication tool used by individuals and businesses to showcase their products, services, or ideas to potential clients, investors, or stakeholders.

It is a strategic and well-crafted pitch designed to create a favorable impression of your product and services, and persuade your prospects to buy what you’re selling. Whether conducted in-person or virtually, a successful sales presentation builds a relationship with the audience, addresses their needs, and ultimately persuades them to consider your solution.

Most sales presentations include a script along with a slideshow that features graphics, video, and key statistics. However, a truly effective presentation goes far beyond features and benefits. The best ones tell a spellbinding story with engaging visuals that forges genuine interest and personal connections with the audience.  

Sure, you’re going to talk about the product or service you’re selling, but on a deeper level, you are trying to build trust and rapport between you and your prospects. A sales presentation is all about establishing the framework for a successful and fulfilling business relationship. A great pitch takes advantage of this opportunity to make a lasting impression and convince your customers to make the next step on their business journey with you by their side. 

Sales presentations are important in the world of business mainly because they often represent your first (and sometimes only) opportunity to grab your customers’ interest and establish the potential for a future sale. 

It’s an opportunity to showcase the unique benefits of products or services, while establishing trust and credibility with the audience. By addressing their specific needs and pain points, sales people  demonstrate expertise, relevance, and commitment to personalized service. 

By presenting information in a clear and engaging manner, you can use your sales presentation to encourage quicker responses and commitments from stakeholders. In competitive markets, an effective sales presentation sets businesses apart from competitors by giving them the chance to highlight their advantages and persuade prospects that their solutions are the best. 

Sales presentations are indispensable tools for businesses to communicate their mission, build relationships, and create actionable opportunities. By learning how to craft and deliver impactful presentations, salespeople can propel themselves toward sustainable success, career growth, and a world of endless business possibilities. 

Now, let’s go through the process of creating and delivering a sales presentation, step by step. In this section, we’ll cover preparation, written craft, visual design, live delivery, Q&A, and follow-up, ensuring you don’t miss the chance to engage your audience and deliver a compelling message.

1. Preparing the presentation

Before stepping into the spotlight, it’s crucial to lay the groundwork for an effective sales presentation. 

If you follow these foundational steps as you embark on your journey to becoming a skilled sales presenter, you’ll be well on your way to delivering a sales presentation that leaves a lasting impression and yields successful results. 

Understand your audience

An excellent sales presentation is no mere, one-sided pitch, but rather a personalized engagement with each unique audience. It involves understanding the specific challenges and requirements of who you’re selling to and tailoring your content accordingly. This level of customization establishes rapport, trust, and credibility, while laying the foundation for a positive and receptive atmosphere.

Before you begin crafting your sales presentation, learn about the prospect’s company size, mission, industry, internal processes, and vision for the future. Examine their pain points and associated consequences to customize your presentation directly to their needs. This will help you plan some small talk, tweak your sales pitch, and choose relevant social proof that sells directly to their experience and mindset. 

Identify the decision-makers and stakeholders who will be present during your presentation. Research their roles and responsibilities. If they’re from high-level management, focus on how you’ll help them achieve long-term goals. If they’re planning to use your solution day-to-day, focus on its efficiency, ease of use, and problem-solving.

Knowing your audience allows you to speak their language, making your pitch more relatable and convincing. Your preparation will demonstrate an attention to detail and leadership quality that naturally attracts people to you and persuades them to listen to what you have to say.

Know your product inside and out

The other side of the equation is knowing your product or service like the back of your hand. Before preparing your sales presentation, list all the positive attributes, statistics, and details that you want to get across, and choose the ones that are most important to your audience. You’re not here to overwhelm them with information, but you need to make sure you’re covering the basics and that you’re prepared to answer technical questions when they arise. 

Set clear objectives

Without clear objectives, a presentation can easily lose focus and go off the rails. Define what you aim to accomplish with your pitch – whether it’s to secure a deal, gain buy-in for a project, or establish a partnership. Setting clear goals enables you to structure your content effectively and ensure that every element of your presentation aligns with your intended outcomes.

Develop a compelling story structure

Great sales presentations are more than just a collection of slides; they tell a captivating story that resonates with the audience. By using proven storytelling techniques, presenters can draw their listeners in and create an emotional connection that makes the experience more memorable. 

We’re all wired for tales of triumph, struggle, and inspiration. While these narratives can take many forms, their most basic structure involves conflict and a resolution. In a sales presentation, this means focusing on how your solution can solve a specific problem or fills a key need for your client. Your goal is to demonstrate the value you can bring to their lives or businesses in a way that’s both compelling and relatable. 

Start by hooking your listeners with a strong opening that captures their attention and generates interest in your topic. Develop a logical flow of ideas, organizing your content in a way that is easy to follow and builds a persuasive case. Back up your claims with data, evidence, and real-world examples to reinforce the credibility of your offering and bolster your audience’s confidence in your presentation.

You can get more creative from there to bring your presentation to life, but that’s a great base to build from. For more information about how to leverage narrative techniques to make deals, read Making That Sale’s article, “How to Sell with Storytelling.”

2. Crafting the presentation

Creating a successful sales presentation is an art that goes beyond just delivering information. It’s about understanding your audience’s aspirations and crafting an entertaining narrative that resonates with their hearts, minds, souls. Each slide, every word, and every gesture presents an opportunity to make a lasting impression and leave your audience inspired.

In this section, we’ll guide you through choosing the right presentation tools, developing a story based on a common, effective structure, and creating appealing and impactful visuals and graphic design elements that tie everything together.  

Choose the right presentation tools

First things first, pick your preferred platform. PowerPoint, Google Slides, Keynote, Prezi, and Visme are all popular options. Choose a presentation tool that aligns with your style and allows you to unleash your creative genius with ease and confidence. 

When it comes to selecting the right sales presentation tools, there are several key factors to consider. First and foremost, ensure compatibility and accessibility with your workflow. Whatever program you use, make sure it seamlessly integrates across your devices and platforms for easy access and editing on the go. 

A user-friendly interface is equally important, as it empowers you to create visually captivating slides without a steep learning curve, saving valuable time and effort. If you collaborate with a team on presentations, prioritize tools with real-time collaboration features and version control to ensure that multiple team members can work together seamlessly.

Next, focus on the visual capabilities of the tool. Look for options that allow you to effortlessly incorporate images, graphics, charts, and multimedia elements. Visuals not only enhance engagement, but also help simplify complex information, making it easier for your audience to grasp and remember key points. 

Since many presentations are now happening online, choose tools that offer screen sharing, live broadcasting, and offline presenting capabilities. This flexibility enables you to adapt to different presentation scenarios and cater to various audience preferences. 

For more information on the pros and cons of popular sales presentation tools, read Making That Sale’s article, “The Best Sales Presentation Tools.”

Follow a simple presentation outline

Here is a bare-bones sales presentation outline you can use to start crafting your presentation. There’s plenty of room for interpretation and creativity, but this covers all the basics you need to include to get started. 

1. Open with small talk and introductions 

Thank your prospect for attending.  Introduce yourself and your business. Consider making a safe, agreeable joke or positive commentary about their company. Otherwise, open with an essential question or some type of appealing hook.  Make this section brief, yet personal, upbeat, and engaging. 

2. Set an agenda 

Remind the prospect of the purpose of the meeting and why it’s good they’re attending. Get their agreement to move on and talk about the problem and solution ahead.

3. Bring up your prospect’s main problem 

Summarize what you learned about during research and discovery about your client’s main pain point and elucidate the implications of leaving it unsolved. Present this information in a way that resonates with your audience by using empathetic language and descriptive storytelling. 

4. Talk about the benefits of your solution

Envision a better world in which the problem is gone, thanks to you. Reveal how your product or service can make this vision a reality by improving their business and brightening their outlook for the future.

5. Share social proof 

Include case studies, testimonials, and anecdotes from past customers who have benefited from your solution. Point to sales numbers, industry trends, or other data that supports your claims about your product.

6. End with a call to action 

Wrap up with a closing statement that invites your audience to begin this partnership, make a purchase, or take another decisive action. The whole build-up of your presentation is leading to this doorway. Make it easy and appealing for your audience to enter and take the next steps. 

3. Designing an engaging, effective slideshow

Now, let’s dive into the art of designing slideshows that seriously pop. Say goodbye to boring bullet points and clip art. In the age of media, we can and must do better. 

Start by selecting an appropriate color scheme and font that complements your brand and message. A dash of color can work wonders in capturing attention and making information more memorable.

Select engaging visuals that draw in your audience with photography, charts, and video clips. These graphics not only break the monotony of information, but also help illustrate your points and engage your audience. Engaging slides with relevant images and easy-to-process data can enhance understanding and retention of the information being presented. 

Create graphs that back your claims, illustrate trends, and supplement your stories. For example, if you say Facebook ad prices are trending upwards, show a line chart of this. If you’re talking about satisfied customers, show actual photos of the people whose lives you’ve touched. 

Be selective with your visuals as it’s essential to strike a balance and avoid overwhelming the audience with too much content. A visually appealing presentation should complement the presenter’s message and not overshadow it. So, choose wisely to ensure that every visual element serves a purpose in supporting your narrative.

Keep your slides clean and uncluttered to avoid overwhelming your audience. A cluttered slide can feel like trying to read another language. Stick to the essentials complemented with simple, compelling visuals, and your message will shine through as clear as day. When it comes to text, font size and readability matter, especially for those sitting in the back row. Make sure that everyone can effortlessly read your slides without squinting or calling for backup binoculars. Not everyone has 20/20 vision, you know!

Remember, designing an effective slideshow is an art form that requires thoughtful consideration of your audience’s preferences and needs. With the right blend of colors, fonts, and visuals, you’ll create a presentation that not only pops and engages, but also leaves a lasting impression on your listeners.

Pro tip : Send the slideshow to your audience ahead of time so that they can get an idea of what you’ll be talking about before the presentation.

4. Delivering the presentation

Now that you’ve got an expertly-scripted narrative and captivating visuals to go with it, it’s time to nail your delivery like a pro. Get ready to shine on that stage and win the hearts and minds of your audience with your down-to-earth, welcoming, confident approach to selling.

Rehearse the presentation

Remember the saying, “Practice makes perfect”? Well, it’s true when it comes to sales presentations. Rehearsing allows you to commit your pitch to memory, so it comes across as effortless and natural. 

It’s a good idea to practice alone to get comfortable with your material. Then, when you’re ready,  gather some colleagues, friends, or family as a test audience. Listen to their feedback and respond accordingly. 

Practice also gives you a chance to time your presentation, to see if it needs to be cut or expanded upon depending on your audience and venue. Remember to pace yourself, take time to answer questions, and leave room for unscripted interactions with your audience.

Develop confident body language

Confident body language can do wonders for your presentation skills. Start with eye contact – a simple, magic power that keeps your audience engaged and confident in you. Try to connect with all the people in the room, one calm, collected gaze at a time.

Whether you’re in person or on a Zoom call, don’t be afraid to let your hands do the talking. Use motions to emphasize your points and transitions. You don’t need to jump up and down – a small, well-placed gesture can go a long way. In terms of posture, put your shoulders back, smile, and feel free to move around naturally. 

Unless you really happen to offend someone, avoid apologizing if you make a mistake. This indicates nervousness or discomfort. Instead, take it in stride and move forward with confidence.

Speak with clarity and enthusiasm

Hold up, Shakespeare! Leave the jargon and technical terms at the door. Your audience isn’t here for a vocabulary lesson. You need to speak using clear, simple language that everyone can understand.

Since the tone of your voice matters a lot, consider using one that is upbeat and energized. Keep your narrative and visual content moving ahead. Don’t spend more than a minute or two on each slide. Frequently changing the visual stimuli helps to maintain the audience’s curiosity, especially in the age of 21st-century information overload where attention spans are shorter than ever. 

Above all, let your passion for what you’re selling shine through. Show enthusiasm for your subject matter and really believe in what you’re saying. If you’re not excited about what you’re selling, it’s unlikely your audience will become enthusiastic about it, or even interested at all. 

Connect with your audience

Do your best to maintain an approachable and friendly demeanor throughout the presentation. Smile genuinely, maintain eye contact, and use inclusive language. Encourage interaction with your audience by asking questions, seeking their input, and acknowledging their responses. 

While you’ll be tempted to push ahead with your scripted presentation, it’s a good idea to address questions as they come up, or promise to circle back around to them later. This approach creates a sense of involvement and fosters a two-way communication flow helping your audience feel valued, heard, and engaged in the conversation.

Be yourself

Every presentation is a chance to showcase not only your products or ideas, but also unique authenticity and passion. Embrace your one-of-a-kind voice, let your personality shine, and watch as your audience becomes invested in your vision.

Originality creates a human connection, making you more relatable and approachable to everyone. People buy from those they like and trust, so be true to yourself. You’ll be more likely to forge a meaningful bond with your audience and open them up to a sale. 

Don’t be afraid to go off script

While expert salespeople usually follow a script, they are also masters of improvisation. Every audience is different, and if you’re going to succeed consistently, you need to be able to think on your feet and respond to changing circumstances.

Going off script during a sales presentation can be a powerful tool to establish a genuine connection with your audience. While preparation is crucial, spontaneity adds an element of authenticity and adaptability that resonates with listeners. It allows you to address questions or concerns in real-time, demonstrating your expertise and building trust.

Let’s say your prospect asks an unexpected question or interrupts you in some other way. How are you going to react? The way we act in unfamiliar situations has a big impact on how people form opinions about us. They may just be testing you, or have a peculiar personality quirk. Either way, to keep their interest you’ll have to be agile and ready to shift gears to keep them engaged while continuing to steer the discussion toward your desired end goal. 

Close your presentation on a high note

As the curtains draw close on your spectacular sales presentation, it’s time to leave a lasting impression that lingers in the minds of your captivated audience. We suggest following these simple steps. 

1. Summarize

Summarize the key points and takeaways of your presentation, reinforcing your main message in a concise, yet impactful, manner. Consider using a creative analogy or metaphor that drives home the substance of your sales pitch in a memorable way. A well-crafted summary ensures that your audience departs with a clear understanding of your value proposition in a way they can repeat and explain to others. 

2. Call to action

Then comes the moment you’ve been building up to – the grand finale of your sales presentation! It’s time to close with a powerful call-to-action that sparks action in your audience. Whether it’s urging them to schedule a meeting, sign up for a trial, or commit to a purchase, make it crystal clear what you want them to do next. A compelling call-to-action fuels the momentum you’ve gained and propels your audience into the next step in the sales journey. 

3. Offer additional resources

Want to go the extra mile? Provide your audience with valuable resources that enhance their understanding and keep the momentum going. Share relevant materials, such as research papers, case studies, or links to informative websites. It’s a gesture that shows you’re invested in their success beyond the confines of the presentation.

4. Final thoughts

When it’s time for your closing master stroke, you may choose to go out with a thought-provoking question or inspiring quote. Be bold, creative, and authentic in your approach. While gimmicks aren’t necessary, you may choose to use a surprise element, such as a live demonstration, giveaway, or interactive game, to leave an indelible impression. 

5. Addressing questions and objections

As your sales presentation ends, the spotlight often shifts to a Q&A session. This is where you can showcase your expertise like a pro and add the final touches that make your sales presentation an absolute winner. Here are some ideas to prepare for this important but sometimes forgotten portion of the process. 

Anticipate potential questions and concerns

As you’re planning your presentation, step into your audience’s shoes and envision what might be on their minds. What questions would you have if you were in their position? 

Anticipating their concerns allows you to proactively prepare your answers, demonstrating that you truly understand their needs and are ready to provide reliable solutions. Get ready to handle those curveballs and you’ll win over your prospects with your knowledge and quick responsiveness. 

Prepare well-researched answers

When it comes to answering questions, there’s no room for winging it. Thoroughly research your topic, gather relevant data, and equip yourself with compelling evidence to back up your points. Armed with a wealth of knowledge, you’ll exude confidence and leave your audience with a sense of trust in your expertise. 

While you don’t want to bombard your audience with statistics in the initial pitch, the follow-up questions are a great place to nerd out and dig into the details. When they’ve asked a question, you can be relatively sure they are interested in gaining more in-depth knowledge about it. 

Demonstrate flexibility and adaptability

Sometimes, the Q&A session can throw unexpected surprises your way. Instead of silently freaking out and changing the topic, embrace the opportunity to demonstrate your adaptability, empathy, and sense of humor. 

If faced with a question you hadn’t anticipated, stay composed, and acknowledge the inquiry. If you don’t have an immediate answer, offer to follow up after the presentation. Doing this will offer your audience a small sign of your commitment to delivering accurate, up-to-date information.

6. Following up

As the final act of your sales presentation draws to a close, the journey doesn’t end there. Follow-up and feedback are the key ingredients to building long-lasting business relationships, closing deals, and refining your presentation prowess for your next audition. With this in mind, let’s dive into the steps to take after the spotlight fades and the audience gets on with their day. 

Send personalized follow-up messages

Keep the momentum going by reaching out to your audience with personalized follow-up messages. Thank them for their time, reiterate the main points discussed, and offer any additional information or resources promised during the presentation. A personalized touch shows your attentiveness and genuine interest in their needs, strengthening your connections and leaving a positive impression.

Offer them another opportunity to buy

Perhaps you and your prospect didn’t come to a final agreement at the end of the sales presentation. It’s likely they need some time to reflect on your offer and decide whether or not it’s right for their business. When you follow up, reiterate your product and pricing structure, so they know exactly what they need to do to move forward with your solution. You don’t need to be pushy, but keep the doorway open and make it as easy as possible for your potential client to walk through it. 

Request feedback

Open, honest feedback is the key to ongoing growth and improvement. Don’t be shy about asking your audience for their thoughts and opinions on your presentation. Constructive criticism and valuable insights can provide a fresh perspective, helping you refine your strengths and work on any areas that may need fine-tuning. 

Embrace feedback as a learning opportunity, and your future presentations will shine even brighter than before. Implement the suggestions that align with your goals and style, and don’t forget to celebrate the areas where you’ve received praise. With each iteration, you’ll become an even more compelling and confident presenter.

Before we conclude, let’s take a moment to talk about what people often do wrong while drafting their presentations. Here are the most common pitfalls that can completely derail even the most promising sales presentation. Steer clear of these and you’re well on your way to success. 

1. Lack of preparation

Insufficient preparation can negatively impact a presentation’s success. Without thorough research and planning, the presenter may struggle to effectively connect with their audience, convey the value proposition, or address potential questions that arise. There’s nothing worse than bombing a pitch because you didn’t do your homework. 

2. Poor understanding of the audience

Failing to understand the audience’s needs, preferences, and pain points can lead to a disconnected presentation that doesn’t resonate with the listeners. Take the time to research your prospects before every presentation or be doomed to forever remain a stranger. 

3. Too much ego 

Presentations are far too often egocentric and all about the company and the product. The problem with this is that the customer doesn’t really care about you, your product, or your service. Customers care about themselves and how you can make their lives better. Remember, to make them the center of your story or risk losing their attention and possibly causing them to hate you. 

4. Ineffective delivery

Poor public speaking skills and a lack of confidence can undermine the presenter’s credibility and diminish the impact of the message. These skills can be learned over time, but it’s important to cultivate genuine expertise and a good sense of self-esteem. Take care of yourself, your life, and your work, and this positive energy will come through to any audience that’s paying attention.

5. Text overload

No one wants to read a mass block of text. A presentation should be as succinct as possible or it will risk boring people. Each slide should address one idea or point. When you have too many ideas at once, people are more likely to become distracted and lose interest.

6. Too much jargon

In the world of sales, it’s all too easy to get caught up in statistics, technicalities, and meaningless jargon. Overloading the audience with too much information or complex data can confuse and disengage them, making it difficult for them to grasp the main points. It’s essential to keep your sales presentation simple, understandable, and engaging for each customer. The last thing you want to do is sound like an unrelatable salesperson who might as well be a robot. 

7. Lack of storytelling

Humans love to be told stories. There is something innately magical about them that draws us in and holds our attention. Presentations that are only a list of features and functions don’t command as much interest as those that weave a narrative of how your product can add value to a customer’s life. So get out your finest fountain pen and sketch out a story that’s sure to keep them on the edge of their seat.

8. Poor design

People like to look at things that attract them, and those things are usually well-designed. You may not be a gifted artist, but there are plenty of professionals you can find on freelancing platforms, such as Upwork, who will help make your presentation look professional, if you lack the skills to do it yourself.

You may also consider investing in an AI image generator like DALL-E , Midjourney , or Stable Diffusion to help you create the images you need. Nowadays, there are also a profusion of AI slideshow and video presentation generators including Vimeo, Animoto, Simplified, and Movavi. 

9. Missing call-to-action

Without a clear and persuasive call-to-action, the audience may not know the next steps to take. You can have the greatest build-up imaginable, but if you miss the punchline, it’s all for naught. To avoid missed opportunities, be absolutely clear about the coming steps at the end of your presentation in order to move the sale and business relationship forward from here. 

10. Overpromising and underdelivering

While it’s tempting to promise the moon, making unrealistic claims that cannot be fulfilled only leads to a loss of trust and credibility. Remember that honesty, authenticity, and empathy are the three keys to connecting with your customers. Be straightforward and grounded about what you can do for them and be ready to follow through on what you say. 

11. Technical issues

Technical glitches or disruptions during a virtual or multimedia presentation can disrupt the flow and distract from the message. While this is sometimes unavoidable, be sure to have a backup plan in case things go haywire. If you don’t think ahead, you could be caught out on on the sales presentation sea without a lifejacket or any chance of rescue. 

Armed with the insights from this guide, you’re now ready to craft and deliver sales presentations that captivate your audience, build strong business connections, and drive sales numbers. Embrace your own authentic voice, let your passion for selling shine, and watch as your audience becomes invested in your vision and ready to follow you to the promised land.

Remember, this isn’t just about delivering information; it’s about crafting a compelling narrative that resonates with each unique audience. So be sure to prepare, practice, and continually refine your presentation as you work through your leads. Be flexible, knowledgeable, helpful, and humble and you’re bound to see your results improve over time. 

You have the tools, the knowledge, and the spirit – now go out there and make your mark! Your journey as a skilled sales presenter has only just begun, and with each pitch, you have the chance to close more deals that will make a positive difference in the lives of your customers. 

Technical glitches and interruptions can happen, but being prepared is the key. Always have a backup plan, such as carrying a printed copy of your presentation or having digital copies on multiple devices. 

Stay composed if a technical issue arises and use humor to defuse any tension. Embrace interruptions as opportunities to engage with your audience and address their concerns. Your ability to handle these situations gracefully will showcase your adaptability and professionalism.

Recognizing and catering to diverse learning styles is essential to keep your audience engaged. Use a mix of visuals, verbal explanations, and interactive elements to accommodate different preferences. 

Incorporate hands-on activities, group discussions, or live demonstrations to enhance engagement. By appealing to various learning styles, you’ll create a more inclusive and interactive experience, ensuring everyone benefits from your presentation.

In the digital era, making your presentation collaborative is a valuable marketing opportunity. Incorporate visually appealing slides with shareable content, such as impactful quotes, statistics, or striking images. 

Encourage audience participation and offer incentives for social media shares, such as exclusive content or discounts. Utilize hashtags and create a catchy tagline to make your presentation easily discoverable on social platforms. By designing your presentation with shareability in mind, you can extend its reach and attract potential customers beyond the confines of the event.

Building rapport in virtual or remote presentations requires additional effort. Start by acknowledging the virtual setting and creating a warm and welcoming atmosphere. Use your webcam to establish eye contact and convey authenticity. Take a few moments to acknowledge and introduce various audience members to each other. 

Throughout the presentation, you may choose to encourage audience participation through live polls, chat features, or Q&A sessions. Find ways to personalize your content to address the unique challenges of remote work or digital interactions. By leveraging technology and adapting your approach, you can forge strong connections with your virtual audience that can rival or surpass in-person communication.

Encountering a difficult audience is a common challenge. Stay calm and empathetic, acknowledging their concerns without becoming defensive. Use data and evidence to back up your claims and demonstrate credibility. 

Address skepticism head-on by first acknowledging that you can understand where they are coming from, and next by highlighting the benefits of your solution and success stories of previous clients. Openly invite questions and listen actively to show that you value their input. By remaining composed and confident, you can win over even the most skeptical audience.

Data and statistics can be powerful tools, but too much information can overwhelm your audience. Use visuals like charts and graphs to present data in a clear and visually appealing way. Summarize key findings in short, boldface any bullets used, and focus on the most relevant and impactful statistics. 

Remember to provide explanations and interpretations to make the data more accessible and relatable to your audience. Learn how to use storytelling to put data into context and demonstrate its real-world significance to your audience.

The key to being persuasive without being pushy is authenticity and genuine care for your audience. Focus on educating and informing rather than on selling. Address their specific needs and concerns, and offer solutions tailored to their requirements. 

Be transparent about the benefits and limitations of your product or service, and always respect your prospects decision-making process. Building trust and credibility through honest communication will make your presentation persuasive without feeling overly sales-focused.

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7 Amazing Sales Presentation Examples (And How to Make Them Your Own)

7 Amazing Sales Presentation Examples (And How to Make Them Your Own)

7 Types of Slides to Include In Your Sales Presentation

Inside the mind of your prospect: change is hard, before-after-bridge: the only formula you need to create a persuasive sales presentation, facebook — how smiles and simplicity make you more memorable, contently — how to build a strong bridge, brick by brick, yesware — how to go above and beyond with your benefits, uber — how to cater your content for readers quick to scan, dealtap — how to use leading questions to your advantage, zuora — how to win over your prospects by feeding them dots, linkedin sales navigator — how to create excitement with color, how to make a sales pitch in 4 straightforward steps, 7 embarrassing pitfalls to avoid in your presentation, over to you.

A brilliant sales presentation has a number of things going for it.

Being product-centered isn’t one of them. Or simply focusing on your sales pitch won’t do the trick.

So what can you do to make your offer compelling?

From different types of slides to persuasive techniques and visuals, we’ve got you covered.

Below, we look at data-backed strategies, examples, and easy steps to build your own sales presentations in minutes.

  • Title slide: Company name, topic, tagline
  • The “Before” picture: No more than three slides with relevant statistics and graphics.
  • The “After” picture: How life looks with your product. Use happy faces.
  • Company introduction: Who you are and what you do (as it applies to them).
  • The “Bridge” slide: Short outcome statements with icons in circles.
  • Social proof slides: Customer logos with the mission statement on one slide. Pull quote on another.
  • “We’re here for you” slide: Include a call-to-action and contact information.

Many sales presentations fall flat because they ignore this universal psychological bias: People overvalue the benefits of what they have over what they’re missing.

Harvard Business School professor John T. Gourville calls this the “ 9x Effect .” Left unchecked, it can be disastrous for your business.

the psychology behind a sales presentation

According to Gourville, “It’s not enough for a new product simply to be better. Unless the gains far outweigh the losses, customers will not adopt it.”

The good news: You can influence how prospects perceive these gains and losses. One of the best ways to prove value is to contrast life before and after your product.

Luckily, there’s a three-step formula for that.

  • Before → Here’s your world…
  • After → Imagine what it would be like if…
  • Bridge → Here’s how to get there.

Start with a vivid description of the pain, present an enviable world where that problem doesn’t exist, then explain how to get there using your tool.

It’s super simple, and it works for cold emails , drip campaigns , and sales discovery decks. Basically anywhere you need to get people excited about what you have to say.

In fact, a lot of companies are already using this formula to great success. The methods used in the sales presentation examples below will help you do the same.

We’re all drawn to happiness. A study at Harvard tells us that emotion is contagious .

You’ll notice that the “Before” (pre-Digital Age) pictures in Facebook’s slides all display neutral faces. But the cover slide that introduces Facebook and the “After” slides have smiling faces on them.

This is important. The placement of those graphics is an intentional persuasion technique.

Studies by psychologists show that we register smiles faster than any other expression. All it takes is 500 milliseconds (1/20th of a second). And when participants in a study were asked to recall expressions, they consistently remembered happy faces over neutral ones.

What to do about it : Add a happy stock photo to your intro and “After” slides, and keep people in “Before” slides to neutral expressions.

Here are some further techniques used during the sales presentation:

Tactic #1: Use Simple Graphics

Use simple graphics to convey meaning without text.

Example: Slide 2 is a picture of a consumer’s hand holding an iPhone — something we can all relate to.

Why It Works: Pictures are more effective than words — it’s called  Picture Superiority . In presentations, pictures help you create connections with your audience. Instead of spoon-feeding them everything word for word, you let them interpret. This builds trust.

Tactic #2: Use Icons

Use icons to show statistics you’re comparing instead of listing them out.

Example: Slide 18 uses people icons to emphasize how small 38 out of 100 people is compared to 89 out of 100.

Why It Works:  We process visuals 60,000 times faster than text.

Tactic #3: Include Statistics

Include statistics that tie real success to the benefits you mention.

Example: “71% lift driving visits to retailer title pages” (Slide 26).

Why It Works:  Precise details prove that you are telling the truth.

Just like how you can’t drive from Marin County to San Francisco without the Golden Gate, you can’t connect a “Before” to an “After” without a bridge.

Add the mission statement of your company — something Contently does from Slide 1 of their deck. Having a logo-filled Customers slide isn’t unusual for sales presentations, but Contently goes one step further by showing you exactly what they do for these companies.

sales presentation

They then drive home the Before-After-Bridge Formula further with case studies:

sales presentation

Before : Customer’s needs when they came on

After: What your company accomplished for them

Bridge : How they got there (specific actions and outcomes)

Here are some other tactics we pulled from the sales presentation:

Tactic #1: Use Graphics/Diagrams

Use graphics, Venn diagrams, and/or equations to drive home your “Before” picture.

Why It Works:  According to a Cornell study , graphs and equations have persuasive power. They “signal a scientific basis for claims, which grants them greater credibility.”

Tactic #2: Keep Slides That Have Bullets to a Minimum

Keep slides that have bullets to a minimum. No more than one in every five slides.

Why It Works:  According to an experiment by the International Journal of Business Communication , “Subjects exposed to a graphic representation paid significantly more attention to , agreed more with, and better recalled the strategy than did subjects who saw a (textually identical) bulleted list.”

Tactic #3: Use Visual Examples

Follow up your descriptions with visual examples.

Example: After stating “15000+ vetted, ready to work journalists searchable by location, topical experience, and social media influence” on Slide 8, Contently shows what this looks like firsthand on slides 9 and 10.

Why It Works:  The same reason why prospects clamor for demos and car buyers ask for test drives. You’re never truly convinced until you see something for yourself.

Which is more effective for you?

This statement — “On average, Yesware customers save ten hours per week” — or this image:

sales presentation

The graphic shows you what that 10 hours looks like for prospects vs. customers. It also calls out a pain that the product removes: data entry.

Visuals are more effective every time. They fuel retention of a presentation from 10% to 65% .

But it’s not as easy as just including a graphic. You need to keep the design clean.

sales presentation

Can you feel it?

Clutter provokes anxiety and stress because it bombards our minds with excessive visual stimuli, causing our senses to work overtime on stimuli that aren’t important.

Here’s a tip from Yesware’s Graphic Designer, Ginelle DeAntonis:

“Customer logos won’t all necessarily have the same dimensions, but keep them the same size visually so that they all have the same importance. You should also disperse colors throughout, so that you don’t for example end up with a bunch of blue logos next to each other. Organize them in a way that’s easy for the eye, because in the end it’s a lot of information at once.”

Here are more tactics to inspire sales presentation ideas:

Tactic #1: Personalize Your Final Slide

Personalize your final slide with your contact information and a headline that drives emotion.

Example: Our Mid-Market Team Lead Kyle includes his phone number and email address with “We’re Here For You”

Why It Works: These small details show your audience that:

  • This is about giving them the end picture, not making a sale
  • The end of the presentation doesn’t mean the end of the conversation
  • Questions are welcomed

Tactic #2: Pair Outcome Statements With Icons in Circles

Example: Slide 4 does this with seven different “After” outcomes.

Why It Works:  We already know why pictures work, but circles have power , too. They imply completeness, infiniteness, and harmony.

Tactic #3: Include Specific Success Metrics

Don’t just list who you work with; include specific success metrics that hit home what you’ve done for them.

Example: 35% New Business Growth for Boomtrain; 30% Higher Reply Rates for Dyn.

Why It Works:  Social proof drives action. It’s why we wait in lines at restaurants and put ourselves on waitlists for sold-out items.

People can only focus for eight seconds at a time. (Sadly, goldfish have one second on us.)

This means you need to cut to the chase fast.

Uber’s headlines in Slides 2-9 tailor the “After” picture to specific pain points. As a result, there’s no need to explicitly state a “Before.”

sales presentation

Slides 11-13 then continue touching on “Before” problems tangentially with customer quotes:

sales presentation

So instead of self-touting benefits, the brand steps aside to let consumers hear from their peers — something that sways 92% of consumers .

Leading questions may be banned from the courtroom, but they aren’t in the boardroom.

DealTap’s slides ask viewers to choose between two scenarios over and over. Each has an obvious winner:

sales presentation example

Ever heard of the Focusing Effect?

It’s part of what makes us tick as humans and what makes this design move effective. We focus on one thing and then ignore the rest. Here, DealTap puts the magnifying glass on paperwork vs. automated transactions.

Easy choice.

Sure, DealTap’s platform might have complexities that rival paperwork, but we don’t think about that. We’re looking at the pile of work one the left and the simpler, single interface on the right.

Here are some other tactics to use in your own sales presentation:

Tactic #1: Tell a Story

Tell a story that flows from one slide to the next.

Example: Here’s the story DealTap tells from slides 4 to 8: “Transactions are complicated” → “Expectations on all sides” → “Too many disconnected tools” → “Slow and error prone process” → “However, there’s an opportunity.

Why It Works:   Storytelling in sales with a clear beginning and end (or in this case, a “Before” and “After”) trigger a trust hormone called Oxytocin.

Tactic #2: This vs. That

If it’s hard to separate out one “Before” and “After” vision with your product or service because you offer many dissimilar benefits, consider a “This vs. That” theme for each.

Why It Works:  It breaks up your points into simple decisions and sets you up to win emotional reactions from your audience with stock photos.

Remember how satisfying it was to play connect the dots? Forming a bigger picture out of disconnected circles.

That’s what you need to make your audience do.

commonthread

Zuora tells a story by:

  • Laying out the reality (the “Before” part of the Before-After-Bridge formula).
  • Asking you a question that you want to answer (the “After”)
  • Giving you hints to help you connect the dots
  • Showing you the common thread (the “Bridge”)

You can achieve this by founding your sales presentation on your audience’s intuitions. Set them up with the closely-set “dots,” then let them make the connection.

Here are more tactical sales presentation ideas to steal for your own use:

Tactic #1: Use Logos and Testimonials

Use logos and  testimonial pull-quotes for your highest-profile customers to strengthen your sales presentation.

Example: Slides 21 to 23 include customer quotes from Schneider Electric, Financial Times, and Box.

Why It Works: It’s called  social proof . Prospects value other people’s opinions and trust reputable sources more than you.

Tactic #2: Include White Space

Pad your images with white space.

Example: Slide 17 includes two simple graphics on a white background to drive home an important concept.

Why It Works:  White space creates separation, balance, and attracts the audience’s eyes to the main focus: your image.

Tactic #3: Incorporate Hard Data

Incorporate hard data with a memorable background to make your data stand out.

Example: Slide 5 includes statistics with a backdrop that stands out. The number and exciting title (‘A Global Phenomenon’) are the main focuses of the slide.

Why It Works:  Vivid backdrops are proven to be memorable and help your audience take away important numbers or data.

Psychology tells us that seeing colors can set our mood .

The color red is proven to increase the pulse and heart rate. Beyond that, it’s associated with being active, aggressive, and outspoken. LinkedIn Sales Navigator uses red on slides to draw attention to main points:

red

You can use hues in your own slides to guide your audience’s emotions. Green gives peace; grey adds a sense of calm; blue breeds trust. See more here .

Tip: You can grab free photos from Creative Commons and then set them to black & white and add a colored filter on top using a (also free) tool like Canva . Here’s the sizing for your image:

canvaimage

Caveat: Check with your marketing team first to see if you have a specific color palette or brand guidelines to follow.

Here are some other takeaways from LinkedIn’s sales presentation:

Tactic #1: Include a CTA on Final Slide

Include one clear call-to-action on your final slide.

Example: Slide 9 has a “Learn More” CTA button.

Why It Works:  According to the Paradox of Choice , the more options you give, the less likely they are to act.

Step One : Ask marketing for your company’s style guide (color, logo, and font style).

Step Two: Answer these questions to outline the “Before → After → Bridge” formula for your sales pitch :

  • What are your ICP’s pain points?
  • What end picture resonates with them?
  • How does your company come into play?

Step Three: Ask account management/marketing which customers you can mention in your slides (plus where to access any case studies for pull quotes).

Step Four:  Download photos from Creative Commons . Remember: Graphics > Text. Use Canva to edit on your own — free and fast.

sales presentation pitfalls

What are the sales presentation strategies that work best for your industry and customers? Tweet us:  @Yesware .

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Prepare, Present, And Follow Up: How To Nail Your Best Sales Presentation

Prepare, Present, And Follow Up: How To Nail Your Best Sales Presentation

Some people find presenting easy. They seem to have an intuitive understanding of how to grab and keep the attention of everyone in the room. Meanwhile, there are those who confess presenting is stressful. What to do if you are a sales rep who belongs to this second type?

There is a piece of good news for you: you can definitely master the art too. To deliver the best sales presentation, you should learn key tips beforehand, so you’ll be ready the next time you’re done with lead generation .

In this blog post, we’ll break down the process of creating a sales presentation into steps and discuss best practices you can use at each stage.

Sales presentations — what are they?

  • Why is it difficult to deliver a good sales presentation?

Step 1. Preparing for a sales presentation

Step 2. presentation, step 3. follow-up.

A sales presentation is a part of the sales process wherein a salesperson demonstrates a product/service and explains in detail how to use it with a single aim — to move a prospect further down the sales funnel , motivating them to buy it. 

The best sales presentation makes room for questions, so it becomes a genuine two-way process, in which the prospect understands the value of the sales offering, while the sales rep learns more about their target market, prospect’s real wants, and needs. 

Another significant characteristic of a successful sales presentation is that the audience will likely feature some major players, i.e., decision-makers, which definitely streamlines the sales process.

But why is it sometimes difficult to deliver a good sales presentation?

The truth is, people, in general, don’t find presentations exciting. About 79% agree that listening to others presenting them something is boring. Your goal as a salesperson is to make your sales presentation engaging so your prospects understand all the benefits of your product without being overloaded with unnecessary information. Thus, professional presentation design and limited data are key to attractive slides.

How many people find sales presentations boring?

Seems like a challenge, doesn’t it? Worry not, though. This post is designed to help you prepare the sales presentation step by step. 

How to give a successful sales presentation: a step-by-step guide

We recommend that you break down the process of delivering your sales presentation into three logical steps:

  • Preparation
  • Presentation itself

Let’s discuss what you should do at each of these steps, so you can be forearmed with a good outline next time you present your solution to prospective customers.

Good sales presentations begin before the speaker actually enters the room or joins the call . That’s the case when success is down to preparation. 

a successful sales presentation is

Preparation for the sales presentation means getting knowledgeable about any details relevant to your product, prospect, and the market in general. Incorporating an AI presentation tool can enhance your preparation, providing insights for more engaging and effective communication.

This is why this first step to giving your best sales presentation should boil down to the following tasks: 

Know your product

You need to know your product features inside out. Learn this information from your team and study the questions about your product that your customers frequently ask. These issues are likely to come up during the presentation itself. 

Try to test your product features as a user on your own. This way, you’ll be well-versed in how it’s all working and better understand your solution’s benefits. Look through your product testimonials to back up your expertise with real data from the current customers who have been using your product successfully for some time. 

Snov.io testimonials

Now think about how to render information about your company and solution simply and clearly — prospects you’ll be presenting to may have little knowledge of what your business is doing.

Know your competitors

“Know your enemy” — a saying you’ve probably heard many times. In business, it’s not about enemies but rather competitors who may serve as a good background for your product growth. 

Look more precisely into the solutions your prospects might buy instead of yours. Identify their weaknesses, so you can shine while comparing your features to theirs. But don’t neglect to study their strengths, too, so you’re prepared to overlay them with the benefits of your product. 

How many Fortune 500 Companies study their competitors?

On top of this, learn how your competitors give their sales presentations. If they turn up with slick visuals and the most up-to-date software , you’re going to look pretty lackluster with your ring-bound notepad. 

Research your competitors both online and using any printed materials they circulate to potential customers. Get a feel for their tone of voice and brand identity. If there are any elements of their approach you can successfully assimilate (in a fully legal fashion), do so. They’d do the same to you. After all, all’s fair in love and sales. 

Gain customer knowledge

Knowing your customers and their buyer behavior is crucial to a successful sales presentation. Always keep in mind: you’re there not just to talk about your product but to connect with your prospecting customers. For this to happen, you have to know them well and identify their needs and wants. 

Before you even start a sales process, you’ll build your ideal customer profile , which will help you target prospects who are more likely to buy your product. But it doesn’t mean they’ll all actually will. 

So, at this stage, learn more about your prospect’s buyer personas. How long have they been in the company you’re selling to? Are they experts in their field? Have they bought from your competitors before?

Persona-based content

Study the market 

What, in essence, does the company you’re presenting your solution to is doing? What’s the nature of their market? What problems are they likely to deal with? How might your product help solve them?

It will work wonders if you show you’ve done thorough research about the market your prospects operate in and their challenges and offer ways your company can assist in healing their pain points. You’ll come across as someone who wants to make their life a little better, which is hard to resist. 

Now that you’ve worked hard to prepare for the sales presentation, let’s discuss what strategies will help you win your prospect’s heart during the sales call or meeting when you’re demonstrating your demo. 

Leverage storytelling

One of the most powerful tools while making a sales presentation is telling your prospect a good story . People like stories: we’ve been gathering around campfires to hear tales from our fellows for centuries. OK, the tribes of antiquity were probably not assembled to learn about what the newest support chatbot could do for them, but there are some constants of storytelling that pertain to marketing and sales even now. The fact is, stories can be fun, and they can be memorable. 

Tell the company’s story: why it was born, how it was born, and the dreams and ideas behind it. People love stories of struggle and eventual triumph, so stage it like this, but don’t go overboard. Something else people like about a story? Brevity. 

Tell your prospects about one of your current customers who faced a problem your product could alleviate, propelling the company to succeed. Testimonials you’ve prepared at the first stage will be pretty helpful here 🙂 

Emphasize the value of your solution by painting a picture of what might be achievable when all obstacles are overcome. Once your prospect can envisage this promised land, you can tell them how your product will get them there, faster than other alternatives (aka your competitors). 

Use technology

You can’t rely solely on your magnetism and storytelling while giving a sales presentation. The modern audience expects a little more of an audio-visual feast than a salesman with a clipboard. They expect a digital pitch . 

Any technology like PowerPoint is a great way to get information across in a manner pleasant to your prospect’s eye. Well-crafted PowerPoint templates will allow you to visualize your product features, while a nicely laid out infographic will make the information you’ll be telling your prospect not tedious to hear. Look at the example:

Slide example

If an image can somehow put what you’re saying in a better way, do use it in your sales presentation. 

In addition, you can use video content to present your solution. Short videos work miracles — not a surprise, about 94% of marketers say video has helped them increase user understanding of a product/service.

Include social proof

Social proof is a psychological phenomenon that consists in people mimicking the actions of others when faced with uncertainty. In marketing and sales, you can use social proof in a variety of forms:

  • Customer reviews
  • Testimonials
  • Certifications and awards
  • Influencers
  • Press features
  • Endorsements from experts in your industry

Social proof greatly influences decision-making: 2 out of 3 people say they’d be more likely to make a purchase after watching a testimonial video demonstrating how a business, product, or service had helped another person like them. 

You can learn who to ask for social proof professionally in our post about customer referrals . 

Demonstrate your product functionality

Don’t forget to bring the product in with you, of course.

If your product is digital, like an application or other software, have it installed and ready for work in real-time. 

Say, if your company is offering a CRM solution , show how all of its features work as soon as your prospect onboards. You can even let them try it on their own, under your caring guidance. This way, prospects will test it beforehand – the experience that will be more likely to result in their decision to buy it. 

Snov.io CRM banner

End your presentation with a call to action

Your sales presentation can’t be just a one-way conversation. You should aim at building relationships with your prospect. A call to action (CTA) actually extends the life of your sales presentation, whereby you give them something to think about…and come back. 

In your call to action, offer your prospect one or two next steps. Just ensure it is short, straightforward, and personal. For example, instead of using something generic like ‘Download the guide,’ try something like ‘Become a pro with this short guide.’ The second option highlights the benefits and sounds more buddy-like, doesn’t it?

A sales presentation doesn’t end at the last slide and a polite ‘Goodbye.’ You should be sure your prospect has got the idea right, has no questions to ask, and is satisfied with how a presentation went. So, at this final step, we recommend that you do the following:

Ask yourself a series of questions about your performance. These could include:

  • ‘Have I identified my prospect’s problem and offered solutions?’ 
  • ‘Have I made sure the prospect knew how much I appreciated the chance to present to them?’
  • ‘Have I encouraged a dialogue?’
  • ‘Have I kept my comments relevant and engaging?’

Then rate your performance on each of these aspects out of 10. Doing this exercise immediately after the presentation will give you a good idea of how you performed.

Approach the prospect for feedback

If the call to action doesn’t seem to have worked, and the prospect isn’t hurrying up to order from you, there’s nothing wrong with approaching them and asking (but briefly) what feelings they have after the demo and what they think about your solution.  

Any customer retention guide will tell you about the importance of making a customer feel valued, and following up is an aspect of that. Ask if they’ve had time to think about what you had discussed and see if there’s anything you can do for them to seal the deal. This way, you’ll demonstrate that you care about your prospect’s feelings.

Approach the prospect for feedback

Quite often, the prospect may have loved the product but hasn’t had time to mull over how best to implement it. You can assist by suggesting ways your product might be integrated into their company and emphasizing how much time will be saved once the product is in place. 

Some basics to end with

To crown it all, we’ve gathered several simple tips to help you deliver effective sales presentations. Here are a few of them:

  • Make eye contact. Sales professionals know this is one of the most important sales techniques. If you aren’t afraid to look directly in the eyes of your prospect, you come across as honest. In addition, this allows you to notice how they feel when you’re saying something and adjust your speech accordingly.  
  • Relax. Your behavior at the sales presentation should convey calmness and confidence, so even if it’s your first demo in life, try to be relaxed. You’re an expert, and your knowledge of the subject is enough not to worry.  
  • Listen. Though a sales presentation seems your moment to speak, remember to make contact with the prospect. Be attentive to what they’re asking and telling you. That’ll prove you really care.  
  • Learn from the best. You don’t have to come across like Cirque du Soleil or PT Barnum, but it can help if you demonstrate a little showmanship. Watch some videos of great orators (from Martin Luther King to Jerry Seinfeld), but do bear in mind your capabilities. If you want to improve in this area, consider a public speaking course. 
  • Practice, especially if you’re part of a sales team making the presentation. The more people there are, the greater the potential for mess-ups, so get that presentation nailed. You’ll all feel much more confident, which will be visible to your prospects. 

Wrapping up

The key to your best sales presentation, like any other business communication , is your knowledge and understanding of the interlocutor. Have a clear message, ensure you’re using all the tricks to get it across and practice until you know your pitch inside out. When you deliver your demo, be mindful of your prospect’s needs and ensure they get a chance to express them. 

Whatever sales presentation ideas you use, if you treat your audience with respect and look like you genuinely want to be there with them, you’ll give yourself the best chance of success. And if you need a single platform for all your sales activities, Snov.io is always here for you.

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a successful sales presentation is

How to create an effective Sales Presentation

How to create an effective Sales Presentation

Sales presentations are one of the most effective tools to increase sales. Here’s everything you need to know to create a powerful one

If you are a salesperson, you are likely to be constantly thinking about how to increase sales. You may wonder what are the ideas, concepts or tools that could help you do that.

What if I tell you that there is one magical tool you can use to increase sales?

This is my number one tool to increase B2B sales. I have used it in multiple organisations as well as in channel & reseller sales with fantastic success – great sales and revenue results.

This magical tool is: The Sales Presentation . 

sales presentation - what leads to customer loyalty

In this article, I will in detail share everything I know about this tool. I will discuss the following topics:

Why the sales presentation is important

  • What are the components of a great sales presentation

How do you create a really good sales story? 

An example of a successful sales story , five steps to build the perfect pitch, what presentations often do wrong, you need to transfer knowledge .

While working with your sales team, it is important to transfer information and knowledge to them as efficiently as possible. If you can educate your sales persons about your product or solution and train them to present it at the same time, they can start selling it immediately, saving valuable time.

All salespersons need to learn a sales pitch 

To grow your business to increase sales, you need a sales pitch. All salespeople should have a consistent sales pitch. It is best if the sales leadership creates the best sales pitch they possibly can and then trains every sales person to present that pitch to your end customers. In doing this, you ensure that you make the sales person’s job easier, enabling them to make more sales.

A presentation is easy to consume 

A sales presentation made using PowerPoint or Google slides is fantastic because if done well, it allows the receiver to easily understand the story you are telling. It is easier for a person to comprehend information presented slide-by-slide than to process a mass of text contained in a brochure or email. Once your sales person understands your story, it’s not only easier for them to tell the story to others, they will also be hugely motivated to do so.

Beautiful sales presentation MuchSkills

A presentation is easy to update 

Products change, offerings change, we make things better, and with all this we must update our sales presentation and sales materials. Presentations are way easier to change than, say, brochures. We can quickly add a slide, remove a slide, change some text or replace a graphic.

Presentations are easy to send to prospects 

After sales people hold a call or a meeting with a prospect, presentations are great to send as follow up material. If you want to be extra helpful you can provide the deck in original PPT format via a link so the prospect can use your slides when creating internal presentations about your solution. 

Prospects can share presentations internally  

When sales people have meetings with prospective customers, many times there are people such as colleagues or decision-makers who cannot attend the meeting, and it might be difficult or time-consuming for you to deliver the sales pitch to them at another time. A really well-done presentation that you send your prospect via email is easily shared with bosses, colleagues or senior company leadership. That way, your sales pitch can reach them without you even being present.

What are the components of a great sales presentation?

I believe a great presentation is all about the story. Looking at it technically, however, a great sales presentation comprises two main parts – the core pitch and the appendix.

‍Part 1: THE CORE PITCH – A great core pitch must tell a great and focused story. To tell a great story, you will need to understand your B2B customer, your end customer and your product or solution really well. For this, you will need to create detailed customer profiles , build a proper value proposition and do your research on the market.

PART 2: THE APPENDIX –  Because the core pitch must be focused on the story you are telling, any other information (which is important but doesn’t really contribute to the story) must go in the appendix.

‍ Why a great story makes a great presentation

So here’s the thing, if you are selling a B2B solution, you are probably spending a lot of time getting that one meeting with a prospective customer where you can explain what value you can deliver to them. But the prospect is probably meeting several of your competitors too, so you need to think of what you can do to stand out.

The presentation is the number one factor as to why a customer chooses one vendor over others , says a Gartner research report.

So, if you want to stand out, you must have a presentation that stands head and shoulders above that presented by your competitors.

‍How do you ensure your presentation stands out from that of your competitors?

You create an amazing sales story that focuses on value propositions. 

Creating a really good sales story is an art form and takes time and energy. One of the best presentations I ever made was developed over 45 iterations.

It led to fantastic results – the company managed to find partners all over the world for a new product and closed deals with over 100 of the world’s biggest telecom operators – with a minimal budget. But that’s not all, our partners were willing to pay our company a $20,000 recoupable guarantee to close a deal. I wrote this article on that project: How I built a hugely successful partner program and you can too (in-depth).

building blocks sales presentation

When I am building my sales story, I work with the following outline:

BUILD THE FOUNDATION

  • Agree: One or several slides that state something we can all agree on. This could be something about the field of business you are in, the industry, a problem or something else that is connected to what you do.
  • Explain the problem: In a few slides, explain the problem without mentioning or discussing your product or solution. The problem description should be high level. 
  • What could be a solution: One slide where you explain what the solution could be without mentioning your product or service. 

EXPLAIN YOUR SOLUTION AND VALUE PROPOSITION 

  • Your offering: One slide with text and an image that explains your offering in one sentence.
  • Value proposition: Next, explain your value proposition in several slides. While you draft it, remind yourself that you are explaining your product or solution’s value proposition – that is the value it brings to the customer – and NOT its features and functions. 
  • Explanations: It all depends on your offering, but make sure you subsequently add explanations about the features or functions of your product or service. 
  • Why choose us? Answer this question here. Create one or several slides that explain how you are different and why you should be the chosen vendor.
  • The value we offer you: Conclude by reiterating the value you offer the prospect. 
  • Company info: Add some slides with information about your company.
  • Case studies: It’s always great to add examples of how you delivered value to customers.
  • Typical questions: Create slides that answer the most common questions you get from prospects. Preferably address one question in each slide. 

I also think you should read this article that really helped me polish my sales pitches: The Greatest Sales Pitch I’ve Seen All Year – The Mission – Medium .

I created a sales story for Appland , a company that offers a mobile games subscription service. The B2B customers in this case were telecom operators around the world, and mobile phone users were the end customers. 

Appland built a channel partner program so that its partners could help them sell its Games Clubs to mobile phone operators in their countries who would include the product in their offerings to their customers. The program was so successful that in just three years, the Sweden-based company had signed on over 100 of the world’s biggest telecom operators as its customers.

This was how I structured the story for Appland’s channel partners according to the pointers I gave in the previous section: 

a successful sales presentation is

  • Slide 1 (Agree): We all want quality content. Subscription streaming services like Spotify, Netflix and HBO show us that people want really good content and are prepared to pay for it. 
  • Slide 2 (Agree): People love to play mobile phone games. 82% of all apps sold in Google Play and Apple App Store are games. Revenue generated by mobile games is an astonishing $40 billion per year. 
  • Slide 3 (Agree): Over 1.8 billion people on the planet play mobile phone games. 
  • Slide 4 (Problem): But you know what? These games have become boring. 
  • Slide 5 (Problem): If you get a free mobile game it will nag you to buy coins and berries. You see advertisements on it all the time. Some games suddenly stop and make you wait three days before you can play them again. Some games implement a type of gameplay where you have to constantly wait for stuff. 
  • Slide 6 (Problem): This “harassment” happens because it is the only way for a game developer to make money. 
  • Slide 7 (Solution): We need to bring back the fun in games. 
  • Slide 8 (Solution): We can do this by creating a business model that makes it easier for developers to make money and for consumers to get amazing content so that they can play without being nagged to buy things.

EXPLAINING THE SOLUTION 

  • Slide 9 (Our offering): Let us introduce the Games Club – a service that offers subscribers 400 of the world’s best games.
  • Slide 10 (Value proposition): The games are the absolute best of the millions on offer. Users get free in-app purchases and the service lets users play games for as long as they like. Customers are offered a free trial and there are no advertisements or interruptions.
  • Slide 11-16 (Value proposition): Details of the super popular games that billions of people are playing, all of which are included in the Games Club subscription.
  • Slide 17 (Explanation): A summary of all the content of the games on offer and also data on how popular the games are.

CONCLUSION 

  • Slide 18 (Our Secret Sauce): Consumers can play games offline in a model where they pay a low price and can play as much as they like. In addition, there is a digital rights management system that will lock all games installed when users unsubscribe to the service. 
  • Slide 19 (Conclusion/The value we offer you): The Games Club is a high-quality service and together we can launch and market the solution to your customers. The value you get is a revenue share of the service, your branding and you will have an amazing offering for your consumers. 

This summary is slightly simplified but I hope it still works as a good example of how we can build a story. As you see, I did not talk about the features and functions of the service. I discussed value for users and values for the prospect Appland wanted to work together with. 

You now know how to create a really good sales story. Next, you need to put together a convincing pitch. How do you do that?

My approach to create the perfect pitch are these five steps.

Step 1: Create detailed customer profiles

If you don’t understand your customers well – B2B as well as end customers – you will never be able to craft a good message and presentation to attract them to your product or solution. Click here to learn How to create customer profiles / buyer personas for B2B Sales .

Step 2: Build a proper Value Proposition

You need to create a really good value proposition for your product or service. Click here to learn How to Create a Strong Value Proposition for B2B .

Step 3: Do research 

To find a really good story you need to do research. You need to understand the industry, the problems there and how you can connect this to your product or service. You need to dig and find that story. 

Step 4: Build an outstanding presentation 

I think there are many ways to design a good sales presentation. It all depends on how it will be used. Will it only be used for presentations or will it be sent to clients via email? Do you think the prospect will forward the presentation to colleagues? All these questions need to be considered when you draft your presentation.

As I mentioned earlier, I design presentations with two major sections. The first section contains my “Core pitch”, which can be between 10-45 slides. (I try to restrict the presentation to a maximum of 25 slides). The second section is the “Appendix” where I put all other slides.

Here are my general rules when I work on each slide:

  • Only one message or story per slide.
  • A super headline, sub headline, additional mini headlines and possibly a little text. You can see an example below. In this slide, you can quickly read and understand the consumer value proposition of the Games Subscription Club I wrote about earlier. 

example sales presentation

  • A slide can also only have an image and a little bit of text.

a successful sales presentation is

  • It is ok to be succinct and not give out all details. If information is missing, the prospect will ask for it. 
  • I always make sure to use standard fonts in presentations. Many people will use your presentation to present your pitch to their colleagues or customers and missing fonts can complicate matters.
  • It should be easy for both internal and external personnel to make changes in the text.
  • There should be “master slides” that make it easy for any channel partners to change the company logo and so on.
  • The end slide should have contact information.
  • The presentation should have divider slides so it is easy for the prospect to understand when you move to another section.
  • Create BIG message slides for important conclusions.

a successful sales presentation is

  • Make sure the design of the slides changes constantly so the prospect stays active and interested. 
  • I add page numbers to the slides so it is easy to reference in discussions. 

Step 5: Continue to improve 

Version 1 of your presentation will not be perfect. Continue to improve your presentation as you learn new things. The sales presentation I created for Appland was on version 45 when I left the company. To create a really good story we need to test, evaluate and improve and this process never ends. 

So, you now know how to create a compelling sales story that will form a part of your presentation’s pitch.

Before we conclude, let’s talk about what people often do wrong while drafting their presentations.

I have seen a lot of sales presentations over the last 20 years and there is always room for improvement. Here are the most common mistakes I see:

  • Egocentric: Presentations are often egocentric and all about the company and your product. The problem with this is that the customer doesn’t really care about you or your product or service. Customers care about themselves and they want you to tell them how you can make their lives better.
  • Too much text: No one wants to read a mass of text. A presentation should be as succinct as possible or it will risk confusing people. Each slide should address one idea or point. When you have too many ideas on one slide, instead of paying attention to your next point, people are more likely to be distracted trying to digest what you said in your previous one.
  • No storytelling: Humans love to be told stories. Presentations that are only a list of features and functions don’t command as much interest as those that tell a story of how the product or solution can add value to a customer’s life.
  • Lack of value propositions: A presentation should be about the values that you offer to the customer. 
  • Bad and ugly design: People like to look at things that attract them, and those things are usually well designed. You may not be an ace designer but there are plenty of designers you can find on freelancing platforms such as Upwork who will help make your presentation look professional.
  • Difficult to understand: Some presentations use difficult language and also lack a structure, which makes them difficult to understand. 

You now know why the sales presentation is important, what makes a great sales presentation, five steps to build the perfect pitch and what sales presentations often do wrong.

I hope this article has given you the inspiration to create your own storytelling-based sales presentation that you can share with your sales team as one of the best sales tools you ever created. Go ahead and do it. Good luck!

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Blog Marketing 15 Sales Presentation Examples to Drive Sales

15 Sales Presentation Examples to Drive Sales

Written by: Danesh Ramuthi Oct 31, 2023

Sales Presentation Examples

A sales presentation is not merely a brief introduction to a product or service. It’s a meticulously constructed sales pitch tailored to showcase the unique features and key elements of what’s being offered and to resonate deeply with the prospective customers. 

But what stands out in the best sales presentation is their ability to weave an engaging story, integrating customer testimonials, success stories and sales performances to maintain the audience’s attention span and to persuade them to take action. 

The right tools, like those provided by Venngage presentation Maker and its sales presentation templates , can greatly aid in this endeavor. The aim is to have a presentation memorable enough that it lingers in the minds of potential clients long after the pitch. 

Its ultimate aim is not just to inform but to persuasively secure the audience’s commitment.

Click to jump ahead:

6 Sales presentation examples

What to include and how to create a sales presentation, sales presentation vs pitch deck.

  • Final thoughts

A sales presentation can be the differentiating factor that turns a potential client into a loyal customer. The manner in which a brand or individual presents their value proposition, product, or service can significantly impact the buying decisions of their audience.

Hence, drawing inspiration from various sales presentation examples can be an instrumental step in crafting the perfect pitch.

Let’s explore a few examples of sales presentations that cater to different needs and can be highly effective when used in the right context.

Clean sales presentation examples

The concept of a “clean” sales presentation reflects more than just its visual aesthetic; it captures an ethos of straightforward, concise and effective communication. A clean presentation offers a professional and efficient way to present your sales pitch, making it especially favorable for brands or individuals looking to be perceived as trustworthy and reliable.

Every slide in such a presentation is meticulously designed to be aesthetically pleasing, balancing visuals and text in a manner that complements rather than competes.

Black And Brown Clean Sales Presentation

Its visual appeal is undeniably a draw, but the real power of a clean sales presentation lies in its ability to be engaging enough to hold your audience’s attention. By minimizing distractions, the message you’re trying to convey becomes the focal point. This ensures that your audience remains engaged, absorbing the key points without being overwhelmed.

A clean design also lends itself well to integrating various elements such as graphs, charts and images, ensuring they’re presented in a clear and cohesive manner. In a business environment where attention spans are continually challenged, a clean presentation stands as an oasis of clarity, ensuring that your audience walks away with a clear understanding of what you offer and why it matters to them.

White And Yellow Clean Sales Presentation

Minimalist sales presentation examples

Minimalism, as a design and communication philosophy, revolves around the principle of ‘less is more’. It’s a bold statement in restraint and purpose. In the context of sales presentations, a minimalist approach can be incredibly powerful.

Green Minimalist Sales Presentation

It ensures that your content, stripped of any unnecessary embellishments, remains at the forefront. The primary objective is to let the core message shine, ensuring that every slide, every graphic and every word serves a precise purpose.

White And Orange Minimalist Business Sales Presentation

This design aesthetic brings with it a sense of sophistication and crispness that can be a potent tool in capturing your audience’s attention. There’s an inherent elegance in simplicity which can elevate your presentation, making it memorable.

Grey And Blue Minimalist Sales Presentation

But beyond just the visual appeal, the minimalist design is strategic. With fewer elements on a slide, the audience can focus more intently on the message, leading to better retention and engagement. It’s a brilliant way to ensure that your message doesn’t just reach your audience, but truly resonates with them.

Every slide is crafted to ensure that the audience’s focus never wavers from the central narrative, making it an excellent choice for brands or individuals seeking to create a profound impact with their pitches.

Cream Neutral Minimalist Sales Presentation

Simple sales presentation examples

A simple sales presentation provides a clear and unobstructed pathway to your main message, ensuring that the audience’s focus remains undivided. Perfect for highlighting key information, it ensures that your products or services are front and center, unobscured by excessive design elements or verbose content.

Simple White And Green Sales Presentation

But the beauty of a simple design is in its flexibility. With platforms like Venngage , you have the freedom to customize it according to your brand voice and identity. Whether it’s adjusting text sizes, incorporating vibrant colors or selecting standout photos or icons from expansive free stock libraries, the power to enhance and personalize your presentation lies at your fingertips.

Creating your ideal design becomes a seamless process, ensuring that while the presentation remains simple, it is every bit as effective and captivating.

Professional sales presentation example

A professional sales presentation is meticulously crafted, reflecting the brand’s guidelines, voice and core values. It goes beyond just key features or product benefits; it encapsulates the brand’s ethos, presenting a cohesive narrative that resonates deeply with its target audience.

Beige And Red Sales Presentation

For sales professionals, it’s more than just a slide deck; it’s an embodiment of the brand’s identity, from the great cover image to the clear call to action at its conclusion.

These presentations are tailored to address potential pain points, include sales performances, and present solutions in a compelling and engaging story format. 

Red And Cream Sales Presentation

Integrating elements like customer success stories and key insights, ensuring that the presentation is not just good, but memorable.

White And Orange Sales Presentation

Sales performance sales presentation example

A company’s sales performance presentation is vital to evaluate, refine and boost their sales process. It’s more than just numbers on a slide deck; it’s a comprehensive look into the effectiveness of sales campaigns, strategies and the sales team as a whole.

Light Green Gradient And Dark Blue Sales Presentation

This type of sales presentation provides key insights into what’s working, what isn’t and where there’s potential for growth.

It’s an invaluable tool for sales professionals, often serving as a roadmap guiding future sales pitches and marketing campaigns.

Red Orange And Purple Blue Sales Presentation

An effective sales performance presentation might begin with a compelling cover slide, reflecting the brand’s identity, followed by a brief introduction to set the context. From there, it delves into specifics: from the sales metrics, customer feedback and more.

Ultimately, this presentation is a call to action for the sales team, ensuring they are equipped with the best tools, strategies and knowledge to convert prospective customers into paying ones, driving more deals and growing the business.

Brown And Cream Sales Presentation

Testimonial-based sales presentation examples

Leveraging the voices of satisfied customers, a testimonial-based sales presentation seamlessly blends social proof with the brand’s value proposition. It’s a testament to the real-world impact of a product or service, often making it one of the most effective sales presentation examples. 

Dark Blue Orange And Pink Sales Presentation

By centering on customer testimonials, it taps into the compelling stories of those who have experienced firsthand the benefits of what’s being offered.

As the presentation unfolds, the audience is introduced to various customer’s stories, each underscoring the product’s unique features or addressing potential pain points.

Blue And Orange Sales Presentation

These success stories serve dual purposes: they not only captivate the audience’s attention but also preemptively handle sales objections by showcasing how other customers overcame similar challenges.

Sales professionals can further augment the presentation with key insights derived from these testimonials, tailoring their sales pitch to resonate deeply with their potential clients.

Creating a good sales presentation is like putting together a puzzle. Each piece needs to fit just right for the whole picture to make sense. 

So, what are these pieces and how do you put them together? 

Here, I’ll break down the must-have parts of a sales presentation and give you simple steps to build one. 

What to include in a sales presentation?

With so much information to convey and a limited time to engage your audience in your sales presentation, where do you start?

Here, we’re going to explore the essential components of a successful sales presentation, ensuring you craft a compelling narrative that resonates with your prospects.

  • A captivating opening slide: First impressions matter. Start with a great cover image or slide that grabs your audience’s attention instantly. Your opening should set the tone, making prospects curious about what’s to come.
  • Data-driven slides: Incorporate key points using charts, graphs, infographics and quotes. Instead of flooding your slides with redundant information, use them as a tool to visually represent data. Metrics from your sales dashboard or third-party sources can be particularly illuminating.
  • Social proof through testimonials: Weave in testimonials and case studies from satisfied customers. These success stories, especially from those in the same industry as your prospects, act as powerful endorsements, bolstering the credibility of your claims.
  • Competitive context: Being proactive is the hallmark of savvy sales professionals. Address how your product or service fares against competitors, presenting a comparative analysis. 
  • Customized content: While using a foundational slide deck can be helpful, personalizing your presentation for each meeting can make all the difference. Whether it’s integrating the prospect’s brand colors, industry-specific data or referencing a past interaction, tailored content makes your audience feel acknowledged.
  • Clear path to the future: End by offering a glimpse into the next steps. This can include a direct call to action or an overview of the onboarding process. Highlight the unique value your company brings post-sale, such as exceptional training or standout customer support.
  • Keep it simple: Remember, simplicity is key. Avoid overcrowding your slides with excessive text. Visual data should take center stage, aiding in comprehension and retention. 

Related: 120+ Presentation Ideas, Topics & Example

How to create a sales presentation? 

Crafting a good sales presentation is an art that blends structure, content and design. 

A successful sales presentation not only tells but also sells, capturing the audience’s attention while conveying the main message effectively. 

Here’s a step-by-step guide to ensure that your sales deck becomes a winning sales presentation.

1. Find out your ideal audience

The first step to any effective sales pitch is understanding your audience. Are you presenting to prospective customers, potential clients or an internet marketing agency? Recognize their pain points, buying process and interests to craft a message that resonates. This understanding ensures that your presentation is memorable and speaks directly to their unique needs.

2. Pick a platform to Use

Depending on your target audience and the complexity of your sales literature, you might opt for Venngage presentation maker, PowerPoint templates, Google Slides or any tools that you are comfortable with. Choose a tool that complements your brand identity and aids in keeping your audience’s attention span engaged.

3. Write the ‘About Us’ section

Here’s where you build trust. Give a brief introduction about your organization, its values and achievements. Highlight key elements that set you apart, be it a compelling story of your brand’s inception, a lucrative deal you managed to seal, or an instance where an internet marketing agency hired you for their needs.

4. Present facts and data

Dive deep into sales performance metrics, client satisfaction scores and feedback. Use charts, graphs and infographics to visually represent these facts. Testimonials and customer success stories provide that added layer of social proof. By showcasing concrete examples, like a customer’s story or feedback, you give your audience solid reasons to trust your product or service.

5. Finish with a memorable conclusion & CTA

Now that you’ve laid out all the information, conclude with a bang. Reiterate the value proposition and key insights you want your audience to remember. Perhaps share a compelling marketing campaign or a unique feature of your offering.

End with a clear call to action, directing your prospects on what to do next, whether it’s downloading further assistance material, getting in touch for more deals or moving further down the sales funnel .

Related: 8 Types of Presentations You Should Know [+Examples & Tips]

Sales presentation and the pitch deck may seem similar at first glance but their goals, focuses, and best-use scenarios differ considerably. Here’s a succinct breakdown of the two:

Sales Presentation:

  • What is it? An in-depth dialogue designed to persuade potential clients to make a purchase.
  • Focuses on: Brand identity, social proof, detailed product features, addressing customer pain points, and guiding to the buying process.
  • Best for: Detailed interactions, longer meetings and thorough discussions with potential customers.
  • Example: A sales rep detailing a marketing campaign to a potential client.

Pitch Deck:

  • What is it? Pitch deck is a presentation to help potential investors learn more about your business. The main goal isn’t to secure funding but to pique interest for a follow-up meeting.
  • Focuses on: Brand voice, key features, growth potential and an intriguing idea that captures the investor’s interest.
  • Best for: Initial investor meetings, quick pitches, showcasing company potential.
  • Example: A startup introducing its unique value proposition and growth trajectory to prospective investors.

Shared traits: Both aim to create interest and engagement with the audience. The primary difference lies in the intent and the audience: one is for selling a product/service and the other is for igniting investor interest.

Related: How to Create an Effective Pitch Deck Design [+Examples]

Final thoughts 

Sales presentations are the heart and soul of many businesses. They are the bridge between a potential customer’s needs and the solution your product or service offers. The examples provided—from clean, minimalist to professional styles—offer a spectrum of how you can approach your next sales presentation.

Remember, it’s not just about the aesthetics or the data; it’s about the narrative, the story you tell, and the connection you establish. And while sales presentations and pitch decks have their distinct purposes, the objective remains consistent: to engage, persuade and drive action.

If you’re gearing up for your next sales presentation, don’t start from scratch. Utilize Venngage presentation Maker and explore our comprehensive collection of sales presentation templates .

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Learn How to Start a Sales Presentation

Lia

The opening of a sales presentation is key, as it can determine its outcome . How you start a sales presentation will influence your audience’s impression of you. It can influence them positively towards what you’re going to say afterward, or on the contrary, make them decide that they’re not interested at all.

We know how important the start of your sales presentation is for your business’s success, and we want to help. That’s why we interviewed our Head of Sales, Robert Juul Glaesel , to give you the BEST tips and insights on making a strong first impression with your sales presentation’s opening. Let’s get started!

a successful sales presentation is

We’ll go over:

How to start a sales presentation: Why first impressions matter

  • How should you begin a sales presentation? Let’s check out what our experts are saying

Let’s begin! Or, feel free to skip to your preferred section.

Research shows that first impressions are usually built between the first 7 to 10 seconds of meeting someone . And sales presentations are no exception to this rule! The opening to your presentation can definitely play a key role in how effectively you close business deals.

The beginning of any presentation has a strategic significance. It defines how the rest of your presentation is going to be read by your audience. The start of a sales presentation can help you convey trustworthiness and professionalism and make the rest of your presentation more credible.

Learning how to start an effective sales presentation is all about connecting with your audience . The more engaging you are, the more likely they will be positively predisposed to the rest of your presentation.

How should you begin a sales presentation: Lets check out what our experts are saying

There is no one true formula for how to start a successful sales presentation. Like most things, it can depend on many different factors. For example, the previous relationship you have with your audience, what kind of product or service you’re offering, how far into the sales funnel you’re working on, and so on. All these elements come into play when creating the perfect opening for your sales presentation.

Let’s take a look at some insights from Robert , our head of sales so that you can put them into practice in your next sales presentation:

Insight #1: Show curiosity

It’s important not to give the impression that you are going head-on to sell but that you genuinely care about the customer . How can you show that you care? First, give yourself some space at the beginning to show curiosity and see if they could actually benefit from your product or service.

Start by asking questions to see if they are the right prospect and if they are similar to your other success stories. As Robert says:

“First, you talk to the customer to understand their situation and see if they are experiencing the same kind of needs as other customers you’ve seen.”

You could ask these questions:

  • How do you typically approach this situation or challenge in your organization?
  • Could you share more about your business's usual process when dealing with [specific issue]?
  • In your experience, is [the problem you’re discussing] something you see in your business?
  • Have you identified any specific needs related to [the issue]?

Curiosity allows you to see if you actually are a good fit, and it allows you to create a good bond with your prospects from the start, as they feel that you’re really trying to understand them. As Robert mentions:

“They don’t feel like you’re just jumping in and trying to sell them something. They see that you ask them questions, challenging questions. It’s key that they feel like you’re asking them those questions to really understand their situation.”

Only when you have a clear picture of their business and needs, and their need actually fits with what you want to sell them, then you can start talking about solutions.

Insight #2: Create trust

a successful sales presentation is

Building trust is another of the best ways to start a presentation. For many salespeople (most, actually), their approach to selling is to push their solution , regardless of whether it will actually be valuable to their prospect. This way, they come across as untrustworthy, showing they only care about selling and not about improving the potential customer’s business.

Now, how can you get your prospect to trust you? Robert mentions a couple of ways:

  • Show that you are incredibly competent about what you’re talking about

Obviously, you must show that you deeply understand your business: you know exactly how it works, the processes, the features, costs, etc. However, it goes beyond that; your speech should also reflect that you understand your audience . Avoid sounding like you’re repeating a rehearsed script, and instead, customize your message to them.

Demonstrate that you've done your homework by knowing:

  • Their specific industry
  • Their brand values and mission
  • The pain points they probably face
  • Their target audience
  • Show that you are willing to put the collective over your own needs

It is crucial to show you’re not only interested in selling but that you’re really invested in helping them deal with their pain points. You should express that solving your prospect's need is more important to you than your need to sell . In Robert’s words:

"Instead of pushing your product, your message should be, "I don't want to sell you something; I rather want to improve your business." Because I don’t only care about selling something, but that it provides real value."

This should be a key message from the start of your sales presentation in order to foster trust. Let it be clear that you getting some revenue is a byproduct of them being more successful at whatever they want to achieve.

Something to keep in mind…

Along with being trustworthy comes the acknowledgment that sometimes, the prospect might not be a good fit for your product . It's essential to communicate this openly, promoting transparency. You can express it like this:

"You know, this solution may not be the best fit for you; having [your product] might not be ideal unless you [meet certain conditions]. Our goal is to provide you with something that truly benefits you.”

While it may not be the most pleasant conclusion, it's important to be honest. In such situations, you should keep looking for examples where your product aligns seamlessly, much like the success stories you've previously encountered. Remember, for a successful sale, there must be a match .

Insight #3: Connect your audience with a need

Another successful way to start a sales presentation is to connect your prospect with a need . How can you do this? Let them see a problem, a shift in the industry, or an undeniable transition. Present it as something they're definitely going through or will be soon. You can use Zuora’s first sales presentation slide as guidance:

a successful sales presentation is

This will allow you to swiftly present your service or product . Once they have recognized and accepted the need or pain point, you can start discussing your products as a solution, and it will come on as a logical answer to their problem. As Robert says:

“When the person recognizes that it will be a problem for their business, then they will be motivated to find a solution. They will start getting uncomfortable, thinking their company might face trouble soon, and getting eager to solve it. That's when... voilà, you step in and show them how you can solve it."

In this way, you are not pushing a product or forcing a sale, but rather, you are making them connect naturally. When you talk about your product or service, they are already looking for a solution . In Robert’s words:

“The best way to approach sales is to tie their needs together with your solution.”

Insight #4: Use storytelling techniques

Using storytelling is a good option for tackling how to start a sales pitch presentation. Storytelling gives a presentation an emotional charge and makes the audience feel closer to the issue presented . Stories can enhance a message and illustrate a point. And, they can also help you break the ice and make yourself feel closer to your audience.

These are some ideas of stories you could tell in your sales presentation introduction:

  • Your customer reviews
  • The employees’ success stories
  • Your company’s mission
  • Challenges you’ve overcome with your team

However, it’s important to remember that storytelling should be carefully planned out . It’s not just about sharing any emotional story; it should be strategically crafted to connect with your goal. You need to be clear on WHY you’re telling your story and HOW you’ll tailor it to a specific audience to promote a particular course of action.

Shawn Achor’s TEDTalk is the perfect example for those looking for examples of how to use storytelling to begin a presentation.

You might also like 7 Essential Storytelling Techniques for Your Business Presentation

Insight #5: Share statistics

a successful sales presentation is

Statistics can be a powerful tool to start your sales presentation with. They can help you show your value proposition, create a sense of urgency, and really connect your prospects with a pain point . Likewise, they demonstrate your commitment to thorough research and investigation, showing dedication to understanding their needs.

You can use statistics to prove how your product or service can improve your prospect’s performance and save them time or money. Check out how Spendesk is doing it:

a successful sales presentation is

Check the complete presentation for a sales presentation introduction example .

However, there are some things to keep in mind about starting your presentation with statistics:

  • Make sure to show where your numbers came from. Like in the example, you should definitely cite your sources; they could be articles, research, a study, or a poll you conducted. Remember to ensure that you use reliable sources.
  • Be careful about using too many statistics: Use just enough statistics to prove your point, but not too much that you bore the audience and end up sharing irrelevant information. You could end up distracting and distancing them from the main message.

Insight #6: Add an inspiring quote

When thinking about how to start your sales presentation, a quote might be an idea to consider. Especially when it comes from a renowned source, a quote can help give authority to your presentation . Letting your audience read and reflect on the quote can be a great starting point for a more engaging, participative presentation!

Check out the quote that Klima starts their presentation with . Just from the first slide, you can feel that your company, and the world, will be better once you start using their product:

a successful sales presentation is

Click here to view another great sales presentation introduction example.

Insight #7: Engage with your audience

Building rapport with your audience is one of the most effective ways to get them to listen to you. PowerPoint offers a wide array of options for making a presentation more engaging. Polls and quizzes are a great option to make your audience feel like an active participant .

How can you engage with your audience? Encourage them to talk, you can say something like:

“Feel free to jump in with any comments or questions at any time…”
“It would be great for this presentation to be a discussion…”
“You’re the experts in your business here, so feel free to share your insights..”

By opening your presentation this way, you’ll not only create a more friendly environment by inviting them to participate in the presentation, but also make them more receptive to learn more about the potential solutions you’ll offer.

You might also be interested in how to improve your business presentations .

The beginning of your sales presentation can determine the outcome

Preparing a sales presentation takes time and effort, and there’s no easy way around it . If you want to get the results, you must work on it first! There’s no one magic formula for learning how to start a sales presentation. But putting some work into it will definitely pay off. Whether through a quote, a story, or a poll, engaging your audience will help you get a better disposition toward the rest of it.

Don’t forget that the visual elements also play a huge role in your sales pitch first impression . Just like you should invest some time and effort in looking as polished and professional as possible, the same goes for your PowerPoint! Your presentation slides can become an exceptional tool to convey your message more effectively. Professional custom PowerPoint design can help you get outstanding results you couldn’t achieve on your own.

And, it’ll free you some time to invest in improving your delivery and content! Learning how to start a truly outstanding sales presentation is a process of trial and error. It’s all about defining your personal style, what works best for you and your product, and what values and messages you can convey through your slides.

a successful sales presentation is

Want to learn more?

  • The Best Sales Presentation Services for Winning Sales Decks
  • How to Create the Perfect B2B Sales Presentation
  • +10 Sales PowerPoint Presentation Examples to Get Inspired!
  • Top 20 Free Templates for Corporate and Business Presentations
  • +20 Self Introduction PowerPoint Templates: Download for free!

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SOCO Sales Training

11 Essential Sales Presentation Tips To Close The Deal Faster

a successful sales presentation is

The truth is, to sell a large quantity of  any  product, there is a set of steps everyone needs to follow. This process is familiar to many, including street vendors who use it easily.

Yet, it often goes unnoticed by many of us sales professionals, despite its potential to significantly impact sales success! To secure bigger and better deals, learning effective sales presentation techniques is essential. These skills can help you close deals quickly and with more confidence. For guidance on enhancing your presentations, keep reading on for more valuable strategies.

What is a Sales Presentation?

Sales presentations vs sales pitches: what’s the difference, the importance of effective sales presentations, what makes a good sales presentation, 11 effective sales presentation tips, 7 effective sales presentation skills every sales rep must have.

Understanding what makes a good presentation begins with understanding the sales presentation definition ;

‘a talk giving information about a product or service that you are trying to sell, intended to persuade people to buy it:’. 

A sales presentation is a meeting between an individual salesperson or sales team and a company. They attempt to persuade key stakeholders to close the deal by displaying the offerings’ capabilities, benefits, and features . They must align with your prospective client’s needs to achieve the desired outcome, which usually requires extensive planning and preparation.

A sales presentation is kind of like a more complex version of a sales pitch. They are comprehensive and tailored for significant deals that require in-depth discussions among multiple decision-makers. They play a crucial role in scenarios where the stakes are high and collective decision-making is essential.

Sales presentations are more detailed than a quick sales pitch. They’re part of a longer sales cycle, usually for significant deals. These presentations often require demonstrating the product or reviewing the sales proposal in detail. They often demand a higher budget. This covers not only the presentation, which often lasts an hour, but also the necessary preparation, scheduling, and rehearsals. Moreover, sales presentations often involve a team, not just one person. Everyone needs to work together as a team to understand and execute the plan.

a successful sales presentation is

Navigating the landscape of sales pitches can be transformative for your sales strategy. Choosing the right pitch type can make all the difference, whether it’s a brief chat or a formal meeting.

Here’s a deeper dive into the nuances of each pitch type and discover examples and templates that bring them to life.

Read more here.

The elevator pitch is often mistaken for a regular sales pitch, but it’s actually different. A sales pitch is a formal type of sales presentation, usually used in long buying cycles. It can take multiple times until a deal has closed. Whereas an elevator sales pitch quickly introduces your work to potential clients in a casual setting. You position yourself as the go-to solution they need, aiming to pique their interest and pave the way for a sale.

How To Craft An Effective Elevator Sales Pitch

Crafting an effective elevator sales pitch is an essential skill for any professional. The right pitch can open doors and create opportunities during a brief encounter. An elevator pitch stands out from a regular sales pitch because it’s brief and gets to the point immediately. You have a short moment to grab someone’s attention and convey your message.

If you want to improve your ability to deliver a sharp elevator pitch, our guide is just what you need. It lays out the steps clearly and provides examples to help you craft your effective pitch quickly.

Craft your effective pitch now.

  • Using Stories to Demonstrate Value
  • The Ultimate Guide To Selling To The C-Suite

A sales presentation helps salespeople build connections with prospective customers. It allows them to differentiate their offering from competitors – with the end goal of closing a deal. Sales presentations are crucial for shaping future interactions in the sales process. They serve as a vital tool to convince prospects that your offering meets their needs perfectly.

Also read: How to Run Effective Remote & Virtual Sales Presentations

An effective sales presentation speaks directly to your audience’s needs, challenges and desires. A sales presentation grabs attention with an engaging story and a clear value proposition. It includes a strong call to action that tells the prospect exactly why your solution is the right choice.

Let’s break down the five essentials of a good sales presentation and the common structure many companies use. This approach helps ensure your presentation is effective:

What are the 5 Core Elements of Every Sales Presentation?

1. research.

You’re giving a sales presentation because you can solve a prospect’s problem. However, you mustn’t start the sales presentation with the solution. Rather, start on the problem itself and the subsequent challenges and pain points your prospect experiences because of it.

Prospects don’t see solutions or features; they see the value that comes with a suitable solution. That’s why you need to research prospects to understand what motivates them thoroughly. Understanding your customers’ challenges is key. As you learn more about their operations, you can customize their experience to offer solutions that truly add value.

2. Storytelling

Stories help prospects visualize the value of your offering . That’s why choosing a few stories to use in your sales presentations can resonate with your prospects. This approach is effective when you’ve thoroughly researched and understood their unique requirements.

3. A Value-Proposition

“What’s really in it for me?” – that’s what every prospect wants to know. Every prospect is looking to understand the benefits they’ll gain. They want to know why your product or service is worth their investment.

Suppose you can’t convince someone else that your product or service offers better value than your competitors. In that case, there is no point in wasting any more time trying to sell your solution. You’ll only ever hear, “We’ll be in touch.”

Always ensure you arrive prepared with a value proposition . It should explicitly state how your company’s product or service benefits prospects. For example, you can always follow the “value proposition formula.” To get started: [Company name] helps [target audience] with [services] so you can [benefits].

Prospects are more likely to move on to the next step when they see proof that others have gained from your solution. To achieve this, ensure you have plenty of social proof available from the get-go when meeting with your prospect. Overall, any proof of your effective solution helps answer the “how can I believe you” question from prospects. To do so successfully, consider sharing evidence such as:

  • Client testimonials:  Enhance your credibility impact with reasons other customers love doing business with you. 
  • Research data:  Use industry expert quotes to create bridge statements from your features and benefits. 
  • Product comparisons against key competitors:  Tell them why your solution is better. 

5. A Call to Action

Last but not least, an effective sales presentation requires a strong call to action at the end to compel prospects to take action. Tell prospects what their next step should be, whether buying, taking internal steps, or trying a free trial.

Create A Winning Sales Deck

Crafting a sales slide deck that connects with your audience and clearly presents your value is crucial for a winning sales strategy. It should spotlight your product’s benefits and features while telling a story that matches your prospects’ needs and challenges.

Learn how to create a sales slide deck that supports your pitch effectively and helps you close more deals, leading to more satisfied customers. It has a presentation template outline you can easily follow for your next sales deck.

Create your winning slide deck now.

Mastering the right sales presentation techniques can guide you through meetings and help you close more sales. Check out these methods below to boost your success:

1. Use the “Five-Second Rule”

Prospects have less and less time in this competitive and busy digital world. Capturing a prospect’s attention is hard, but holding onto it is an even harder! Keep the 5-second rule in mind: you have just fifteen to twenty words to capture your prospect’s attention. Ensure your overall opening statement is strong and directly relates to your audience.

2. Talk like an executive

Ideally, prospects will understand your sales presentation after the first minute. That’s why you need to use the appropriate language to address your audience. Not only does it help decision-makers connect with your solution quicker, but it also shows you’re prepared to respect their time.

3. Involve key stakeholders

Use your showmanship abilities and have the prospective decision-makers interact with the product you are selling. Encourage prospects to experience the product firsthand to appreciate its ease of use, softness, or the enjoyment it brings. Focus on its standout feature or benefit. When the customer gets involved, they can imagine themselves using the product, making it easier for them to buy.

4. Present solutions to painful challenges

Begin your sales presentation by focusing on the main issue that your prospect is struggling with. Describe how your product or service solves this specific problem they’re dealing with. Doing so shows them a way out of their current situation and the opportunities they could gain from closing the deal.

5. Make it memorable

When you give a  presentation , people will not retain everything you say. Often, we leave it up to chance what our prospects remember from our presentations. By adding certain elements to your pitch, you can guide what sticks in their memory. Keep it simple and direct, ensuring the key points are memorable and impactful.

  • Visuals : The first element is to help them visualize. Use a visual on the screen that emphasizes one of my key messages. Aim to have no more than three key messages that you want somebody to walk away with. But use visuals to emphasize key points.
  • Text : Also, put text on the screen, almost like underlining essential words in documents. Use text to highlight important points you want them to remember.
  • Story : To get your  prospect  to remember your presentation, include a  story  highlighting your 3 key points. Wrap them in a story that touches on their emotions and can help them visualize how your solution will help them.
  • Repetition : By using stories, text, and visuals and repeating your key points, your presentation will stick with the audience. They’ll especially remember the three main messages you want to highlight. Steve Jobs captivated his audience with his effective presentation style. He often used rhetorical techniques and focused on three main points to clarify his message. His presentations always typically emphasized products being thinner, faster, and lighter.

So remember to influence what people remember from your presentation. Use visuals, text, story and repetition.

Engaging presentation principles apply universally, whether delivered live or virtually. Spencer Waldron from Prezi offers insights on keeping your audience engaged. His advice is practical across all types of presentations. His strategies work for any presentation scenario, making sure people hear your message and remember it.

Get the summary here.

6. Prepare valuable insights

Another effective sales presentation technique is to prepare insights ahead of time for your prospects. Insights are accurate understandings of your prospect, your prospect’s business or your industry. These insights come from research, experience, and analyzing data and metrics. They aim to strengthen the relationship with prospects by offering them new ways to enhance and grow their business.

Insight Vs Solution Sellers Comparison Chart, What's their sales approach? How are they different? Which is better?

7. Don’t lead with your differentiators. Lead to them!

Suppose you lead by explaining your solution’s differentiating factors. In that case, you risk not hitting the mark and resonating with prospects about why this is so important. That’s why you should introduce your key differentiators only after the prospect clearly understands your backstory. View your key differentiators as clues you leave for prospects, helping them piece together the overall benefits.

8. Master the art of trial closes

Instead of expecting commitment from a single sales pitch, guide your prospect through a series of smaller steps that lead to the final commitment. A commitment is an obligation or a promise; an incremental commitment would be small, bite-sized pieces or portions. For example, you could ask your prospects to commit to:

  • Meeting with you again.
  • Reviewing your proposal.
  • Introducing you to another decision-maker.
  • Scheduling a conference call with key stakeholders.
  • Forwarding a survey to their staff to understand their needs before you propose something.

Overall, the key is to secure a small, easy commitment from your prospect. When followed by consistent small commitments, this initial step gradually leads you to finalize those extensive, intricate deals.

9. Ask for feedback

The easiest way to lose the engagement of any audience is to drone on for long periods. While your words might be compelling, how you deliver them is crucial. That’s why you should start your presentation by inviting decision-makers to ask questions at any point. This open dialogue lets your sales reps gauge if they’re on target or need to adjust their strategy.

10. Ask for the sale

After the prospect understands the product, how it can benefit them, and how easy it will be to implement , ask for the sale . Consider the approach of the sidewalk seller’s case, who asks, “We have it in red, blue, green and yellow. What color would you like?” Determine what closes work best for you.

Also read: 15 Top Sales Closing Techniques To Increase Close Rates

11. Ask Again

If the customer poses an objection, overcome their objection and ask again. Persist even after an initial rejection. Reflect on the sidewalk seller’s tactic when he asks, “What else can you get in Singapore for $10?”. Salespeople often close most sales on the second or third attempt.

You don’t have to sit on a sidewalk with a loudspeaker blasting your every word to employ these techniques. You just need to demonstrate how your product makes life better for your customers. So find a way to get in front of your prospects, and make sure to follow these steps to maximize results.

We’ve already explored effective sales presentation techniques. Let’s recap the sales presentation skills every sales rep needs to close more deals. Discover each skill in detail below:

Research & Solution-Based Questioning

The first stage of preparing for a sales presentation is thoroughly researching your prospect. Skipping this preparation will likely result in the rejection of your ideas. That’s why all salespeople must be keen researchers of their ideal customers. Gather answers and insights about your prospect’s challenges with  typical solution-selling questions  such as:

  • What are their most pressing needs?
  • Do they know their most significant challenges?
  • What are their aspirations?
  • What’s stopping them from currently reaching these goals?
  • What do their customers and stakeholders need and want?
  • How could your solution help to negate these issues they’re experiencing?
  • In what way will your solution position your prospect with a market advantage?
  • How can you accurately communicate the benefits without solely discussing the solution to influence prospects to take action? 

The importance of Solution Selling vs. product Selling for effective sales presentations

What does  solution selling vs product selling  have to do with sales presentations? In product selling, the goal is to convince customers that it outshines the competition. This is why salespeople often detail features and prices to uninterested prospects. This approach focuses heavily on the product’s attributes during sales presentations. 

On the other hand, solution selling requires an alternative way of making a sale. Pinpointing your customer’s real-world problem is key. You can then demonstrate how your product is the right solution to solve their problem.

How To Make Compelling & Powerful Sales Demonstrations

A compelling sales demo goes beyond showcasing features. This is a pivotal moment when the prospect truly sees what the product can do for them. Delivering a sales demo that informs, persuades, and excites is a skill that significantly impacts the sale’s outcome. This skill is vital for turning prospects into customers.

Our guide provides detailed steps for planning and executing a sales demo that will captivate and sway your audience.

Get the full detailed steps here.

Active Listening

You must be willing to listen to your prospects first so that they will pay attention to what you say. This involves more than just allowing your prospects to speak; it’s about actively listening to their concerns and feedback.

Sales professionals should be  listening 80% of the time and only talking 20% of the time . Allocate half of that 20% to asking questions, leaving just 10% for presenting and explaining your product.

To craft an offering that resonates with your prospect, pay close attention to the details they share about their problem. This tailored approach increases the likelihood of a purchase. Rather than spending time preparing an unappealing one-size-fits-all type of deal. 

Overall, effective sales presentations hinge on your body language. Show your prospect that you’re actively listening—through subtle head nods and comments demonstrating understanding and agreement.

Also read: 6 Personality Traits of a Good Salesperson Vs. a Bad Salesperson

Storytelling

Case studies have shown that  people are more receptive to stories  than almost any other type of communication. Our brains not only naturally crave stories, but we remember them and pass on the meaningful ones to others. That’s why incorporating storytelling into asking for the sale is so effective.

Create a hero with a clear name and personality, facing a practical problem they must resolve. However, you must take great care when deciding how to reflect your intended message. When crafting stories for your customers, ensure your storytelling speaks directly to your customers. Include the same hopes, ambitions, fears, regrets, and disappointments they too possess so they see their own stories reflected in yours.

Ultimately, prospects need to perceive you as self-assured to want to work with you. That’s why all sales reps should be confident in themselves and the solution they are selling. To achieve this, all skilled salespeople must rehearse and fine-tune their sales presentations well before it’s time to present. They practice to ensure that the delivery is articulate and compelling. Alongside employing body language techniques such as:

  • Eye contact:  Shows prospects you’re interested in what they have to say.
  • Standing/sitting straight:  Opens your posture, making your body language warmer and authoritative. 
  • A firm handshake:  Always offer a firm but friendly handshake to make a good first impression.
  • Smile:  An effective sales presentation technique for keeping prospects at ease when used naturally as not forced. 

Objection Handling

All sales reps should be able to list common past objections and grasp the reasoning behind each one. By doing this, reps can positively frame each response to each objection and practice it for the sales presentation. Continue reading to  learn common sales objections  and how to overcome them. 

Interpersonal & Rapport Building

Interpersonal skills are subtle yet impactful behaviors that help build rapport with prospects. They’re the key to transforming successful sales presentations into lasting, trusted relationships. As the saying goes, ‘People do business with people they know, like and trust.’ So, of course, you need to build rapport – and quickly.

One of the most effective ways to do this is to use your customer’s name and know how to pronounce it correctly. It helps to foster a sense of connection with them because they feel heard. People also kind of love the sound of their names—it’s a simple yet effective way to engage with them.

However, make sure to use their name naturally in the conversation – otherwise, you’ll come off as indigenous. Other types of interpersonal skills include:

  • Communication style flexing:  Different prospects have unique ways in which they prefer to communicate based on their communication style. They typically fall into  one of four communication styles  based on two factors. Understanding the different communication styles and how to handle each individually can drastically improve your relationship and ability to connect with other people.  Furthermore, after fully identifying your prospective executive’s communication style, focus on understanding their decision-making approach. How do you do this? Ask yourself and the prospective executive  these questions . 
  • Courtesy:  If good manners cost nothing, courtesy is critical for making prospects feel welcome and comfortable. 
  • Understanding the prospect’s viewpoint : This can significantly impact our understanding of their motivations for buying—or not buying.

a successful sales presentation is

Engaging with prospects effectively is key to sales success. Doing so will allow you to close more deals and forge stronger business relationships. Building rapport, understanding communication styles, and demonstrating courtesy are just a few interpersonal skills that can significantly impact your interactions with prospects. 

Learn the subtle yet powerful strategies that can transform your sales approach and help you connect with prospects on a deeper level.

Discover the strategies here.

Master the art of closing deals remotely

Selling virtually is not a matter of just doing the same old sales pitch but online. You have to be highly organized and have tightly planned out presentations so you don’t leave your prospect bored and disconnected.

Check out our brand new  Virtual Selling course  to take your remote selling skills to the next level. The course includes 5 checklists, cheat sheets, and guides, and 15+ on-demand virtual selling lessons.

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Sales is like sports — to maintain a competitive edge, top performers seek continuous improvement and are always adapting. Organizations that recognize the value of investing in their sales teams consistently outperform their rivals. A well-structured sales training program, focused on a customer-centric approach, is an indispensable tool for achieving sustained sales success, serving as a strategic investment that yields substantial returns.

Similarly to top athletes, investing in training provides sales teams with a multifaceted approach that empowers individuals with the skills, knowledge and confidence to excel and provide for customers. For a sales team, training hones essential skills such as prospecting, relationship building, negotiation and closing — but it’s also about developing the art of active listening . This focus on active listening allows sales teams to not only hear but understand customer challenges and needs, the key to crafting compelling, benefit-focused narratives that resonate. These skills form the bedrock of successful sales interactions, enabling teams to establish rapport, identify needs and guide potential customers through the buying process.

The significance of a customer-centric sales approach is further underscored by the service-profit chain model , a concept widely embraced in the retail and service sectors. This model illustrates the interconnectedness of employee satisfaction, customer satisfaction, loyalty and, ultimately, profitability. Well-trained sales teams, empowered with active listening and a focus on customer needs, are more likely to be satisfied in their roles. This satisfaction translates into higher quality service interactions, leading to increased customer satisfaction and loyalty. In turn, loyal customers are more likely to make repeat purchases and recommend the brand to others, driving revenue growth. Thus, this service-profit chain demonstrates how investing in sales training that prioritizes a customer-centric approach not only benefits individual employees and customers but also contributes to the overall financial health of the organization.

Product knowledge is also a critical component of sales training. A deep understanding of the products or services being offered enables sales professionals to articulate their value propositions with clarity and enthusiasm. This, in turn, fosters trust and confidence in potential customers, making them more likely to choose your offerings over those of competitors. In addition, effective training programs equip sales teams with the ability to adapt to evolving customer preferences, industry trends and competitive landscapes.

Continuous improvement is a hallmark of successful sales training. It transcends mere skill development and focuses on optimizing performance. Through regular assessments and feedback, sales teams can pinpoint areas for growth, set clear goals and track their progress. This dedication to continuous improvement not only enhances individual performance, but also cultivates a culture of learning and development within the sales team, mirroring the camaraderie and shared goals of an Olympic team.

The Role of Inclusive Leadership in Empowering the Sales Team

Inclusive leadership plays a pivotal role in fostering this high-performing sales environment. Inclusion ensures that everyone in the team has equal access to information and feels confident that their voice matters, thus creating an environment where they feel comfortable speaking up when they need support for improvement.

Leaders trained in inclusive practices understand the importance of providing ongoing mentorship and coaching, which reinforces this confidence and fosters a culture of continuous improvement. This approach not only addresses concerns about job security but also cultivates an atmosphere where every member feels valued, respected, and empowered to contribute their unique strengths. Such a sense of belonging and psychological safety is crucial for sales professionals to take risks, share innovative ideas, and collaborate effectively, ultimately leading to better sales outcomes and satisfied customers.

Inclusive leaders in sales understand the importance of diversity in perspectives. Just as a diverse team of athletes brings a variety of skills and experiences to the field, a diverse sales team can leverage different viewpoints to better understand and connect with a wide range of customers. This leads to more tailored solutions, increased customer satisfaction and, ultimately, greater sales success.

Leaders that are inclusive also focus on fostering equitable opportunities for growth and development within their sales teams. They provide fair access to training, mentorship and advancement opportunities, ensuring everyone has the chance to reach their full potential, regardless of their background. This not only improves morale and job satisfaction but also cultivates a more skilled and adaptable workforce.

Furthermore, inclusive leaders promote open communication and create a safe space for sales professionals to share their ideas, concerns and feedback. This transparent communication fosters trust, collaboration and a continuous learning environment where team members feel comfortable challenging the status quo and proposing innovative solutions. It’s akin to a coach encouraging open communication among athletes to identify areas for improvement and strategize for success.

Delivering High-Impact Sales Presentations

A pivotal moment in the sales cycle is the presentation, where sales professionals have the opportunity to showcase their offerings, leverage their training and win over potential customers. Not unlike a well-executed athletic performance, crafting and delivering high-impact sales presentations requires a combination of art and science. Storytelling can be a powerful tool for creating an emotional connection with the audience, making the product or service more relatable and desirable.

Visual aids, when used strategically, can enhance the presentation’s impact by conveying complex information in a visually appealing and easily digestible format. However, it’s crucial to avoid overloading the audience with excessive information and to ensure that visual aids complement the narrative rather than distract from it. Sales teams must stick to their training and tailor the presentation to the specific audience. Thorough research into the industry, challenges and goals of potential customers allows for a more personalized and resonant message.

Encouraging audience interaction and participation throughout the presentation creates a more engaging and dynamic experience. It opens opportunities for meaningful dialogue, allowing sales professionals to address questions and concerns in real-time. Thorough practice and rehearsal are indispensable for delivering a polished and confident presentation. Familiarity with the material and a smooth delivery instill confidence in both the presenter and the audience.

Sales training is not a one-time event; it’s an ongoing journey of learning and development. Regular evaluation of the training program’s effectiveness and incorporating feedback from participants are essential for ensuring its relevance and impact. Keeping abreast of industry trends, emerging technologies and evolving sales methodologies is crucial for maintaining a competitive edge.

Mentorship and coaching programs play a vital role in nurturing the growth of new sales professionals. Pairing them with experienced mentors provides valuable guidance, support and a wealth of practical knowledge. Continuous coaching reinforces learned skills and helps individuals navigate challenges they encounter along the way. Personalized learning plans that cater to the unique strengths and weaknesses of each team member ensure that everyone reaches their full potential.

Recognizing and rewarding achievements is a fundamental aspect of maintaining a motivated and high-performing sales team, akin to a podium finish in athletics. Celebrating successes reinforces positive behaviors and fosters a culture of excellence, where individuals are encouraged to strive for continuous improvement.

By investing in a well-structured sales training program that prioritizes a customer-centric approach and active listening, organizations empower their sales teams to consistently exceed expectations and drive sustainable growth. In the fiercely competitive world of sales, a skilled, knowledgeable and adaptable salesforce that truly understands and prioritizes the needs of its customers is an organization’s most valuable asset — its winning team.

  • #Customer-centric sales approach
  • #Inclusive leadership in sales
  • #sales training program
  • #Skills and presentations training

a successful sales presentation is

Dahlia Stroud

Dahlia Stroud, senior capability consultant at Bridgethorne , has extensive experience across roles in both retailers and food supply, focusing on developing commercial strategies and managing retailer/supplier relationships across various channels. A chartered manager and leader in residence at Leeds University Business School, she specializes in creating inclusive organizational cultures and driving business performance in the FMCG industry.

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What Is a Salesperson? (And How to Be a Good One)

A salesperson is holding a trophy in the air.

Gritty, adaptable, and curious. A good salesperson believes in the product and serves as a trusted advisor to customers.

a successful sales presentation is

John Barrows

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Sales seems like a simple idea: one person has a product that another wants to buy. But in reality, sales is much more complex. It takes skill to succeed in this market. You aren’t born a great salesperson, but you can learn to become one. And for those who succeed, sales is a rewarding and lucrative career.

If you’re curious about working in sales, you’re in the right place to learn. We’ll dig into what makes a good salesperson, the responsibilities of the job, and the skills you need to succeed.

What you’ll learn:

What is a salesperson, the importance of salespeople in business, what makes a good salesperson, 8 responsibilities of a salesperson, skills and tools needed to be a successful salesperson, sales techniques, how to become a salesperson, what trends drive sales productivity today.

Get the State of Sales Report to discover AI and productivity insights from 5,500 sales professionals.

a successful sales presentation is

A salesperson is someone whose job is to sell products to customers. They are problem solvers. They start by understanding their potential customer’s problems and then bring solutions to the table that make a difference. After building a relationship with the customer, the salesperson can use their influence, which was earned through developing trust, to suggest solutions that can help the customer overcome challenges. Salespeople who attempt to sell products or services that someone doesn’t need will likely only have short-term success.

Sales representatives sell products and bring in revenue, but companies that use sales representatives for only this purpose significantly miss out on additional benefits. Companies move forward when they find new opportunities for customers, sales channels , and products.

With their market intelligence, salespeople are perfectly positioned to lead the charge of opening new doors. In addition to driving revenue, sales representatives can improve the company’s overall success by making a good first impression and acting as the customer’s voice, especially since they are typically the customer’s first interaction with the company.

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Sales success is more than skills and techniques. Personality traits and mindset play a huge role. Often, you can spot a great salesperson in your everyday life because they bring the following characteristics into every interaction they have.

You will hear “no” often in sales. Many people find those situations frustrating and demotivating. Successful salespeople have the determination (as well as a bit of stubbornness) to keep going. Sales representatives need to be able to keep moving forward to find new leads and build their pipeline. This is a core trait of a successful sales representative.

Views their role as a trusted advisor

The Salesforce State of Sales report found that 87% of business buyers expect their salesperson to function as a trusted advisor, not just as a sales representative. As you build the relationship, you focus on learning the customer’s problems and then providing solutions. Sometimes, the solution may be one of your company’s products and services. Other times, it may not be. When the right solution to the problem is one that your company can provide, then it’s a no-brainer for the customer to purchase it from you because they believe you have their best interest at heart.

Believes in their product

It’s difficult to be truly successful selling a product you don’t believe in. Closing a deal requires transferring enthusiasm to the potential customer. Failing to believe in a product diminishes the ability to deliver a level of excitement and passion needed to get a customer to feel the same way.  It’s still true to this day that people buy on emotion and back it up with facts.  As a sales rep, you need to believe in your solution and transfer that emotion.

Adaptability

Change is a constant in the business world. What worked last year, or even last month, may not work today. The Salesforce State of Sales report found that 69% of salespeople report that their job is harder than in the past. Because of these new challenges (such as supply chain issues, inflation, shifting regulations, and political instability), 82% of representatives reported that they have had to adapt quickly to new ways of selling. The best sales representatives constantly adapt — and adapt quickly. You must go with the ebb and flow of the client’s needs and preferences. By looking for new ways to accomplish their goals, sales representatives can create the best outcomes for their clients.

Sales requires a learning mindset. A successful salesperson has an eye on new trends, new technology, and new markets in pursuit of creative solutions for potential customers. Most importantly, you need to be curious about your potential customers. Instead of waiting for their company to offer training, successful sales representatives take learning into their own hands by reading articles, watching informative videos, and talking to experts.

Sets appropriate expectations

It’s tempting to tell a potential customer what they want to hear. However, over-promising and under-delivering can do more harm than good to your company — and your career. By setting appropriate expectations, you build stronger relationships and increase your customers’ trust in you and your organization. For example, you should share the positives and downsides of your product during meetings instead of only sharing the benefits. Additionally, you should make sure not to over-promise on benefits or results, which erodes trust for future collaborations.

Deadline-driven

Missing deadlines is one of the quickest ways to damage the trust your clients and internal stakeholders have in you. When you deliver on time — or even better, ahead of time — your customers know they can count on your word. And if something is slipping, communicate it as early as possible to let everyone know what is happening and when to expect the project.

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a successful sales presentation is

While individual companies and their processes are unique, all sales representatives have the following responsibilities:

1. Prospecting and finding opportunities

While the core of the job is building relationships, sales representatives must be able to find leads through prospecting techniques . The company will provide some leads through typical channels, but the best sales representatives make their own opportunities. You must also be able to determine which leads are not likely to convert and disqualify them before investing significant time better spent elsewhere. By asking the right questions , you can find out where to spend your time to best help the most customers.

2. Creating and delivering accurate sales documents

You’ll need to create various sales documents — sales orders, invoices , and purchase orders, to name a few. These documents need to be accurate, created in a timely manner, and signed by all stakeholders. Automated processes and templates help reduce manual errors and make sure everyone involved has everything they need to move forward.

3. Collaborating with other departments

Sales don’t happen in a vacuum. The sales team must work closely with many other departments, such as product, marketing, finance, and legal. Since the sales department is closest to the customers, you have knowledge of what is critical to the company’s success. Sales representatives can even help spot new opportunities and work with product teams on new features based on what customers constantly request.

4. Developing relationships with customers

Without a doubt, relationship development is a sales representative’s greatest responsibility. Your relationships are the key to your success and the company’s future. By taking the time to become a trusted advisor, you develop customer relationships that turn into sales and revenue for many years down the line.

5. Understanding the company’s products and services

You can’t help solve your customers’ problems with your company’s solutions if you don’t fully understand the products. Salespeople must stay up to date on all new products, as well as changes to the company’s existing products. Other than deep-dive technical questions, sales representatives should be able to answer almost any question a customer asks about the products. Every time you have to stop a conversation and ask someone else, your customer loses a little bit of their trust in your expertise.

6. Being knowledgeable about the industry and market

You can only solve your customers’ problems if you have a full understanding of their day-to-day business. Salespeople who learn about their industry have a significant advantage in being able to speak the same language. By staying on top of current industry trends and challenges, you can ask your leads the right questions to discover their specific challenges.

7. Using technology to increase effectiveness and productivity

Salespeople must use technology to make their efforts more effective and accurate. Customer relationship management (CRM) software and its integrated tools, such as sales analytics software and invoicing tools, can improve your productivity and accuracy. Other common technologies that help salespeople include video conferencing, calendars, and mobile CRMs. For example, Sales Cloud makes it easy to use your mobile device while also organizing other technologies. Sales representatives should embrace the tools used by their company, as well as look for opportunities to add automation into their processes.

8. Delivering revenue

Salespeople must close sales to bring in revenue. In fact, the other seven responsibilities I’ve talked about actually lead to making sales. In terms of career path and staying employed, salespeople are evaluated on meeting their quotas.

In addition to certain personality traits and soft skills, sales representatives also need to bring specific skills to the table. Here are five skills needed for most sales positions:

1. Business acumen

Sales representatives need to understand how the business world works and how decisions get made. They need to know which decision-makers to approach for specific situations in their own company and in others. Additionally, they need to know how budgets work and how business goals are developed and met. By taking business courses or earning a business degree, sales representatives can gain the foundational knowledge needed to work successfully within organizations as well as sell to organizations.

2. Knowledge of AI

As technology becomes even more ingrained in the sales process, representatives need to be knowledgeable and comfortable with using the technology. Salespeople who embrace artificial intelligence (AI) technology have a significant advantage in understanding sales analytics and insights that help make the right decisions. High-performing sales teams are 1.9 times more likely to use artificial intelligence than underperforming teams, according to the Salesforce Trends in Sales Ops report.

3. Effective communication skills

Sales representatives must be able to clearly communicate their message to potential customers. Sometimes, that’s over email; other times, it’s in person. Without exceptional written and verbal communication, a sales representative will struggle to build the trusted advisor relationship.

4. Knowing the right questions to ask

To understand a potential client’s challenges, you need to ask the right questions . It’s almost always more complex than asking what keeps them up at night. Salespeople need to pick up on cues and then ask questions that reveal the information they need to offer appropriate solutions. This happens by asking contextual questions based on what you know about their industry.

5. Active listening skills

People often think selling is simply talking to customers and trying to convince them to buy something. But smart salespeople spend more time listening to their potential customers and learning more about them. Only through active listening can you build trust and gain the information you need to offer the right solution.

One of the biggest questions sales representatives have is how to consistently exceed their targets and close lots of deals. However, there is no perfect template. The answer is to use different techniques based on the context and situation.

Here are four common techniques that can help you improve your success as a salesperson:

1. Use an assumptive close

When you get to the point in the trusted advisor role when you’ve offered a solution, move forward as if the client wants to purchase the product. This technique involves walking the line between assertive and aggressive by asking how many the customer wants to buy or when they want to implement the solution.

2. Try the split A/B test

Because every market and product is different, you often need to see which techniques work best for your specific areas. Start by finding one part of the sales process where you are struggling, such as objection handling, and then brainstorm different techniques that you’ve used and pick the two with the highest success rates.

3. Wrap it up with a summary close

One common technique when offering solutions is summarizing how the product features help solve the customer’s problems. The customer can then really connect the dots in how the solution overcomes their challenges. This technique often involves a presentation or a chart personalized to the customer’s specific needs (instead of using generic information).

4. Focus on objection handling

Once you’ve made suggestions for solutions, the customer often comes back with objections . This is a key moment in the sales journey. Prepare for potential objections and know how you will answer them before the moment arises. When a potential client shares an objection, thank them for sharing, offer empathy, and then ask open-ended questions.

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a successful sales presentation is

Sales representatives enter the profession through many different paths. Some earn a business degree. Others begin working in an industry and move into sales. Whatever the route, here are some ways to get the experience and knowledge you need to land your first sales job.

Identify a product or company you want to represent

Start with your core values and then look at companies that align with those values. For example, if you were the guru for a certain software in a previous job, then consider working in that field. Or if you love a certain type of phone and spend your free time staying up to date on it, look for opportunities at that company. Some additional things to do include:

  • Interview sales representatives in that industry or company.
  • Ask about what their typical day looks like and more about the type of sales they do, such as cold calling or managing channels.
  • Segue into questions about the best way to land a job like theirs.
  • Learn about any certifications or training the company requires.

Decide what type of sales best fits your strengths and personality

Are you fabulous at cold calling? Do you like longer sales cycles ? Do you excel at finding leads online? Think about where you will do your best work. Then look for opportunities that highlight those skills.

Take sales training

Look for sales training that matches the type of sales you are looking to go into. If formal training isn’t available (or not possible for you to attend in person), consider online courses. Earn any certifications needed for your target companies as well.

Look for an internship or entry-level job

Start approaching companies to look for ways to get your foot in the door. When interviewing, ask questions about advancement and career paths within the organization. Make sure the job offers the opportunities you want to move up.

Building relationships one customer at a time

A successful salesperson doesn’t start their day with the goal of selling. They seek to build relationships. By taking the time to gain the trust of a prospect, a salesperson can become their trusted advisor. Achieving this means that you no longer have to sell but propose solutions. This represents a mindset shift. However, an advisor-based approach can help a salesperson grow their career and their company’s revenue.

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John Barrows has trained some of the fastest-growing sales organizations in the world including Salesforce, Linkedin, Box, Slack, Amazon, and Zoom. His goal is to change the negative perception of sales because he believes that when sales is done right, it’s one of the greatest professions in the ... Read More world. John is also the co-author, with his daughter, Charlotte, of the Amazon bestseller children’s book “I Want to Be in Sales When I Grow Up.”

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Identifying Skills And Values That Lead To Successful Technical Sales Careers

Skills values successful technical sales careers Greece

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By Emmanuel Lean

Plenty has been written about the skills you need to have in technical sales roles. Know your product inside and out! Impress potential customers with your technical expertise! Play to the strengths of your product!

The skills required to take technical sales careers to the next level are quite different, though. In competitive and thriving industries, technical sales roles are so important. And succeeding takes more than marketing instinct, memorized scripts, and magnetic charm.

Here are some of the most essential skills you need to flourish in this field:

Two-way communication and the value of listening

We all know technical sales involves a lot of explaining complex processes and difficult concepts. There’s a lot of jargon, so sales discussions entail a lot of simplifying and clarifying too. Scripts and prompts serve as great work aids.

But, successful sales doesn’t start or end with technical communication. Empathetic dialogue is actually the more important skill to use in technical sales roles. Use active listening. Ask lots of questions. Take what your customer is telling you into consideration.

Receiving information is a lot more important in sales than people think. At TTEC, we believe in first seeking to understand. Once you know where your customers are coming from, what they need, and why they need it, you can adjust how you’re communicating your product or services. Yes, scripts help with sales discussions. But, being able to adapt your conversation based on what the customers need helps you connect with them better. And, we all know establishing that connection is very important.

Show what your product can do

When selling a product, we need to know all about the product. That’s Sales 101. Know all its strengths, applications, and limitations. All functionalities. How it’s used in different situations. How it’s rated in terms of performance, sales, etc.

While all that information is great to share with customers, nothing impresses them more than being shown a product. Many people are visual, experiential. They can connect better with something they see and encounter firsthand. Demonstrating the use of a product can be more effective than describing a product.

That’s why technical demonstration is a skill that truly elevates the success of a technical salesperson. Showing the ins and outs of a product smoothly. Answering questions during a demo confidently. Proving the ease of use and efficiencies of a product. All these build a more highly effective technical sales approach.

Constant learning in sales

Many industries develop new technologies, processes, or business structures fairly quickly. Fields like IT, medicine, finance go through these advances regularly. To have successful technical sales careers in those industries, you’ve got to adapt at a similar pace.

That’s why there are regular discussions with managers on what new developments to watch out for, how competing products are evolving, and how to give your products an edge. But, waiting for all that information isn’t enough.

To be great at technical sales, you have to embrace lifelong technical learning . That means taking a structured approach to staying up to date with industry developments. Identify topics, products or services, and new advances to learn. Take courses. Join online groups of people with technical expertise who discuss new developments.

This approach allows you to not just stay abreast of changes, but actually be ahead of them. Nothing impresses customers more than someone who seems to know what’s current and what’s coming.

At TTEC, technical sales careers are in good hands! We’ve got so many free online courses for you to keep your skills and industry knowledge updated. Learn about AI, specific apps and programs, new technologies. Develop sales, presentation, and management skills. All just a click away!

Your career can be elevated easily with all this available training. TTEC has awesome technical sales jobs in Greece and more technical sales job openings all over the globe that you can check out.

Honesty in sales

In competitive industries, knowing what competing products can do and will be able to do is essential. The awareness of where your own product stacks helps you position it in a better way. A comparative sales approach can be effective.

But, this shouldn’t distract you from the most important focus of your sales approach: knowing your own product. What it can do. What it will be able to do soon. What it can’t do. Who it can really help. Who it can’t. These should be the primary focus of your sales approach.

Most importantly, you should deliver all these facts with great transparency. Be clear and honest about what your products or services are and what they can achieve for customers. Don’t oversell. Don’t overcommit what your product can do in the future. Don’t criticize competing products unnecessarily.

Focus on, believe in, and be transparent about what your product can do for a customer. That will show customers that you’re a salesperson with good strategy and great values. If you put the customer’s needs and how your product can help them above everything else, you’re on your way to being successful in technical sales.

Forge the right path, focus on the important skills and values

Go beyond the basic sales abilities. Don’t settle. Thrive on learning. Focus on your product with honesty. Get better at more than sales talk. Listen. Demonstrate. Do these and you can get any of the technical sales job openings out there.

TTEC has several technical sales jobs in Greece , especially for those who speak German , French , Spanish , or Portuguese . Check them out and ignite your career with us! This is a place where your career can flourish.

Join our talent community

Whether you like working with clients, customers, or in a business support role, we have a position you’ll rock.

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