sales executive presentation

10 Best Sales Presentations To Inspire Your Sales Deck [+ 5 Tips]

Published: August 17, 2022

While many salespeople focus on making their sales decks flashy, fun, and exciting, they do little to ensure that their presentations address the prospect's top concerns and offer an irresistible solution.

As a result, many presentations are met with wishy-washy responses that drag along the sales process and waste valuable time.

What does a great sales deck look like? We'll take a look at some of the best, and provide tips for creating your own stellar sales deck and presentation.

What is a sales deck?

A sales deck is a slide presentation (e.g., PowerPoint, Keynote, etc.) used to supplement a sales pitch. The sales pitch, given by a salesperson to a prospect, often includes an overview of the product or service, offers a value proposition and solution for the prospect, and includes examples of success stories from other clients.

The primary purpose of a sales deck and presentation is to introduce a solution (ie, your pitch ) that ultimately leads the prospect to purchase from your company.

If you've done everything right during the discovery process — digging deep into your prospect's challenges and understanding exactly what they need — only to get a noncommittal response, then your presentation needs some major adjusting.

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Sales Deck vs Pitch Deck

A sales deck is a pitch meant to convince a prospect to make a purchase by showcasing your product features, benefits, and value proposition.

A pitch deck , on the other hand, is usually created for investors who want to learn more about your company, vision, products, financials, and target audience. Think of the pitch deck more like a synthesized version of your business plan.

Ready to see some sales deck examples? Here are a few of the best, in no particular order.

Sales Deck Examples

• UpstartWorks
• Attention Media
• Leadgeeks.io

1. Leadnomics Sales Deck by Katya Kovalenko

Leadnomics has done something few companies successfully do in presentations: Showcase their brand identity.

The internet marketing agency hired a designer to create a sales deck that reflected their sleek, techie brand.

So while prospects learn about Leadnomics and what it offers, they can also get a peek into what it represents as a brand.

2. UpstartWorks Sales Deck by BrightCarbon

This slide deck for UpstartWorks starts with an image of the road to success, followed by a value proposition and a list of benefits buyers can enjoy from working with the company. They provide an overview of what they deliver to customers, who their clients are, and the results their customer base has seen.

The sales deck touches on all the key points a sales presentation should cover. And when it includes graphics and logos, they are clearly organized and not cluttered.

3. QS Sales Deck by BrightCarbon

QS , a platform that ranks colleges and universities, effectively uses icons and visuals throughout its sales deck to communicate its messages. At just a few slides, this is one of the shortest sales decks featured on this list.

If you’re going to make your sales deck short, make sure the information you include gets straight to the point, and be sure to front-load the most important information.

In terms of content, QS showcases its features, value proposition, and client impact.

4. Attention Media Sales Deck by Slides

Attention Media , a B2B creative agency, hired a presentation design agency to create a sales deck that features statistics and reasons businesses should work with them.

Key figures and messages are either in a bold, large, or bright font to make them stand out from the rest of the text.

While their slide deck is on the shorter side (the typical presentation is around 10 to 15 slides ), they include intriguing visuals and statistics that grab attention and keep viewers interested.

5. Freshworks Sales Deck by BrightCarbon

Freshworks is a B2B software platform that promises an all-in-one package for businesses. Its sales deck emphasizes simple text and organization. The problem and solution are introduced using graphics, which makes the text easier for readers to prioritize.

They include a dedicated slide to their mobile app, one of the product’s key differentiators and most salient benefits. The following slides provide a step-by-step walkthrough of how customers are onboarded and what they can expect on a regular basis.

Since the slides aren’t text-heavy, the salesperson can easily elaborate and answer any questions the prospect might have.

6. Soraa Sales Deck by BrightCarbon

Soraa , a lighting company, starts its sales deck with a visually appealing table of contents that contains three items: “Quality of light,” “Simply perfect light,” and “Why Soraa?”

The brand then dives into what its prospects care about most: How the light will look in their spaces and how they can apply Soraa’s offerings to their specific use case. It sprinkles in the benefits of using Soraaa as a lighting supplier. And it does this all while maintaining its strong branding.

7. Planetly Sales Deck by OCHI Design

The first thing Planetly does in its sales presentation is present an eye-catching statistic about customers wanting more eco-friendly brands. Then, they present the reasons behind that data.

The deck doesn't overwhelm prospects with too much text, opting for more graphics and visuals instead. It introduces a hard-hitting stat about the problem their prospect is facing, engages them by asking a question, and provides a solution to the issue.

The slide deck continues to outline specific product details and what sets the solution apart from others, ultimately leading to a slide that represents the expected outcome for the prospect.

8. MEOM Sales Deck by Katya Kovalenko

What you’ll first notice when scrolling through MEOM's sales deck is that it’s straightforward and easy to scan.

The brand kept it simple with their deck, making it easier for consumers to take in the information. Too often, companies overload their decks with information, and by the end of the presentation, consumers can’t remember anything.

On every slide, MEOM has one main message with supporting information in smaller font. In addition, the brand incorporates a detailed look at one of its staff members — a powerful tool when trying to attract consumers.

9. Leadgeeks.io Sales Deck by Paweł Mikołajek

Sometimes, the best way to explain a concept is through a series of process maps and timelines. In this sales deck, Leadgeeks.io takes this approach to explain its product process and onboarding process.

This method helps consumers visualize how this software will help them reach their goals and how they can adopt it at their business.

10. Accern Sales Deck by Katya Kovalenko

Similar to Leadnomics, software company Accern puts its branding at the forefront of the sales deck.

In addition to the use of design to make the sales deck stand out, Accern also highlights customer case studies in its deck, another form of social proof that shows the success other customers have found with this tool.

Each of these presentations provides a general overview of the products, problems, and solutions, and they can easily be tailored and customized to each prospective company. A custom presentation not only piques the prospect's interest but also increases the likelihood that they'll buy from you.

Curious as to how you can word your presentation during your meeting with prospects? Below, we go over the best examples we’ve seen so far.

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Example Sales Presentation

While there are plenty of videos online on how to deliver a sales presentation, there aren’t quite as many live sales presentations to watch.

That’s because sales presentations are delivered in the privacy of a meeting between the sales rep and the prospect, and are often not recorded with the intention of sharing online.

As a sales rep, though, you have an excellent resource for inspiration: explainer videos. Companies publish explainer videos to pitch their products to qualified leads. (Sound familiar?) Use the below examples to hone your own pitch to buyers, and pay close attention to the structure of each video.

This explainer video for Leadjet starts with an urgent problem: Finding leads on LinkedIn and moving them to a CRM loses valuable time and minimizes lead opportunities. Leadjet then presents its product as the solution.

The video jumps into the benefits users can enjoy, such as synchronizing conversations over both your CRM and LinkedIn, keeping the lead status updated, and adding custom details. In this video, Leadjet follows the ideal sales presentation structure: problem, solution, and benefits.

2. Node Influencer App

The Node influencer app allows small business owners to connect with influencers on social media. It starts its video with a simple question: “Looking to promote your brand with social influencers?” The presentation effectively identifies and addresses the target market before pitching the product to viewers.

This presentation is more tutorial-based, making it ideal inspiration if you’re creating a sales deck for someone who’s closer to making a decision. People most often want to see actionable demos when they’re ready to choose a provider.

This explainer video from Upsend, a former customer service software, begins with a problem: Most customers want instant responses to their queries, but customer service systems can be expensive for new companies. Enter Upsend.

The presenter addresses the target market — startups and small businesses — while assuaging their concerns about budget. In addition, it covers the most important features of the platform and the end result for the user. If Upsend were still available, this would be a product a new business would immediately want to add to their tech stack.

4. Algoplanner

Within a few seconds of the start of this presentation, Algoplanner drives home the critical urgency of adopting a supply chain software. It uses a scary number to pull your attention, citing a possible “loss of millions of dollars” if you fail to adopt the right tool.

It then introduces its product with a breakdown of what the software can do for users. Plus, it provides powerful stats to back up its claims, including that users can reduce automation development costs by 80%. The call to action at the end is powerful and simple, telling viewers to schedule a demo.

Sales Deck Presentation Tips

Ready for your presentation? Sticking to these five simple sales presentation guidelines, recommended by Marc Wayshak , will help you blow your competition away while dramatically increasing your chances of closing the sale.

1. Lead with solutions.

Have you ever met with a prospect who was excited about your product or service – and used your presentation to keep on selling? This is called over-selling, and it's the leading cause of death for sales presentations.

When you start your presentation, first lead with solutions. Don't talk about the benefits of your product's features or tell the prospect how great your company is.

Simply dive into how you're going to solve the deepest frustration your prospect is facing right now.

2. Incorporate case studies.

Once you've addressed the specific solutions you can provide to the prospect, it's time to add some color to your presentation.

Turn your sales presentation into an engaging story by sharing case studies of similar prospects and the results they've achieved with your help.

This step is important for building trust and credibility with the prospect. At the same time, case studies bring your solutions to life in the real world, making your presentation more engaging.

3. Ask for feedback throughout.

Most presentations are a one-way monologue by the salesperson. This approach is boring – and it's certainly no way to connect with a prospect.

Instead, ask short questions throughout your presentation like "Does that make sense?" or "Can you see how this would work for you?" Asking for feedback periodically ensures your prospect stays on the same page.

4. Welcome interruptions.

If you want to close more sales, you have to care about what your prospect is thinking throughout your presentation.

Any interruption is the perfect opportunity to find out. 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. Never ignore signals just to stay on a roll and conclude your point. Invite prospects to ask their questions or share their concerns.

The opportunity to respond to those concerns is always more valuable than whatever you were about to say.

5. Wrap it up quickly.

Your presentation should be ASAP: as short as possible.

It's natural for salespeople to get excited about what they have to share, but this causes most of them to ramble on for far too long.

Prospects only care about themselves and their challenges. Present the information they'll be interested in and nothing more.

Practice your next sales presentation with a colleague or friend and ask for their honest feedback on its length.

Sales Deck Template

Ready to start creating your own sales deck? Get started with these free templates .

It includes ten Powerpoint templates, each with a different focus.

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How to find a sales deck template.

Haven’t found what you’re looking for? Here are additional resources to find a sales deck.

This presentation platform allows you to pick from hundreds of templates and fully customize the template you choose. The best part? It’s free and offers premium packages for teams who want analytics, multiple users, and live video collaboration.

On this graphic design platform, you can search through countless presentation templates and customize them. Canva also offers extensive collaboration features, such as file sharing and commenting.

Get Inspired With These Sales Presentations

When delivering a sales presentation to a prospect, you can do so with the knowledge that thousands and millions of others have been in the same position as you. Luckily, we can see their work online to guide our sales deck creation process. Use these decks to structure your own, and you’ll be well on the road to closing more deals and exceeding your quota.

Editor’s Note: This post was originally published in April 2019 and has been updated for comprehensiveness.

Don't forget to share this post!

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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.

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.

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

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:

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.

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.”

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

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:

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.

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:

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:

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.

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

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15 Sales Presentation Examples to Drive Sales

By Danesh Ramuthi , Oct 31, 2023

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.

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.

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.

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.

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.

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.

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.

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.

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. 

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

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.

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.

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.

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. 

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.

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 .

Ready to up your game? Subscribe now.

Selling to Executives: 10 Essential Sales Presentation Tips (Sales Deck Ideas Included!)

• February 1, 2021

The Executive Suite is considered one of the most challenging (and important) groups in an organization to sell to.

It can be tough to get their attention, and once you do, giving a sales presentation to this experienced audience can also be tough.

So how do you make sure your sales presentation is what stands out amid their sea of competing priorities? In this article, I’ll share some essential sales presentation tips to help you nail your next presentation.

As a CMO, I usually receive over 80 calls or messages per day from people looking to sell something to my organization — meaning I’ve seen my fair share of ill-prepared sales presentations.

Over the last two decades, I have presented to boards of directors,  pitched to executives , and given keynotes at conferences. Some have been received with great enthusiasm, while others have fallen completely flat, but all have provided lessons learned.

Table of Contents

What should a sales presentation include, 10 sales presentation tips for selling to executives, sales presentation styles, sales deck ideas, your turn: what are your best sales presentation tips.

A well-planned sales presentation should tell a compelling and believable story. It must call to attention your proposition while also aligning with your audience’s needs and wants. As a good salesperson, you should get their point across as accurately and concisely as possible.

A sales presentation example identifies the problem but also provides solutions. It is crucial to make the audience or prospect understand the problem, not just by telling them. The idea is to connect with the audience and fully immerse them in the process such that they connect with the problem on their own.

A good sales presentation should also follow the rules of logic and flow seamlessly. As a salesperson, you should be able to transition from one point to the next. The trick is to start with the outcome first, then work your way forward from there. Start with the big reveal, then gradually work the conversation from there.

Here are my top sales presentation tips for selling to executives and, ultimately, closing more deals.

• Be confident.
• Make sure your presentation fails the Airport Test.
• Look and sound the part.
• Don’t assume they know what you do.
• Don’t assume they care what you do.
• Leverage neuroscience.
• Write out your “clicks.”
• Break expectations.
• Own your presentation.
• Anticipate (and embrace) the unexpected.

1. Be confident

The most effective sales presentation is one that you can deliver confidently. There’s nothing worse than sitting through a bland presentation, especially in sales, where low energy is often associated with low confidence.

For better or for worse, it’s better to be confident than competent when selling to executives, so make sure you’re really comfortable with the material you’re presenting.

A good confidence check is to try telling your story without slides. If you can’t tell the story without slides, then you can’t tell the story. Remember, your slide deck is there as a tool to enhance you, not vice versa.

2. Make sure your presentation fails “the airport test”

Let’s say you accidentally left a copy of your printed presentation at the gate in the airport. If I were to walk over, go through the deck and have no trouble interpreting what you’re trying to say, your presentation isn’t a presentation, it’s a report.

A sales presentation is meant to be seen and experienced through the lens of the presenter, not read like a report by the audience.

Sales presentations need a presenter, reports don’t. So, be mindful of how much content you’re putting on your slides and make your presence a necessary component of the presentation.

Related:  Create a Sales Deck That Doesn’t Read Like a Report

3. Look (and sound) the part

What are you wearing? How do you sound? What perceptions are you creating with your appearance and delivery? When selling to executives, it matters!

If you are selling medical devices in a highly technical field, is your audience expecting someone in a lab coat and using words that most people need to look up in a dictionary? Sales presentation success is all about meeting the expectations of the audience — from appearances to your voice and tone.

Use language that your prospects can understand, something they’re familiar with. It’s an excellent way to build trust with your audience. For more tips on how to use language to your advantage,  read this article .

One way to overcome this is to partner with another presenter. Switching presenters not only allows you to leverage a subject matter expert to ensure you resonate with each person in the room, but it also helps to combat viewer fatigue and reinvigorate the audience.

Even better, create a conversation throughout your presentation, engaging your co-presenters and the room on a consistent basis.

4. Never assume the audience knows what you do

I can’t tell you how many times I’ve witnessed this, and it’s painful every single time. A salesperson will be part-way through a presentation when someone in the audience will interrupt and say, “Hold on a sec. This sounds great, but can you remind me what it is you do again?”

We tend to assume that the person we’re presenting to knows what we do. But here’s the thing: Your audience leaves your meeting and moves on with their lives.

I promise you that they’re not spending much time reflecting on what your company does or what you have said to them in the past. Besides, many of them will hear from other competitors in the space and it’s easy to forget who said what.

So, do yourself (and everyone else in the room) a favor and offer a quick overview of your company at the start.

5. Never assume the audience cares what you do

Building off of my previous point, the audience may not know what you do, and they often don’t care what you do. All they really care about is this: What’s the mutually agreed-upon problem? And how are you going to help them solve it?

When selling to executives (or anyone, for that matter), before you dive into the meat of your presentation, make sure you’ve been really clear about the agenda, goal, and topics you’re going to be covering.

Then stop talking and check-in.

Make sure everyone is on board with hearing what you’ve prepared. Throughout the presentation, pay close attention to audio and visual cues for audience engagement. It is especially important to regularly check in with executives because we will quickly disengage if we feel the meeting is no longer of value.

Not in-person? Leverage video conferencing software and voice intelligence software that can help showcase sentiment. Get our best sales tool recommendations here .

While being able to set the goals and read the room is important, the best reps by far do one thing better than the rest — pre-call prep.

They don’t treat every sales presentation the same. They know who is in the room, what they know, who is on their side, and what the goals are. And they know how to tailor their presentation and sell to the executives in the room. When selling to executives, this is vital.

6. Blind them with neuroscience

Want to become a better presenter? Do some research on neuroscience. Our understanding of the human brain has improved so much in recent years that some of the best presenters out there have developed formulas for how they connect with their audience.

Take Apple for example . No Apple presenter speaks for more than 10 minutes straight. They use minimal slides and pause frequently. All of this is designed to overcome the short attention spans of the audience and to ensure each portion of the presentation has the maximum impact possible.

How can you bring Apple’s presentation tips into your own presentations?

• Keep things changing.
• Don’t let the presentation get into a routine where your audience can zone out.
• And introduce other speakers early and often.

7. Write out your “clicks”

The best sales presentations flow naturally. One of the most common mistakes I’ve seen is when a presenter treats every slide as a brand new adventure.

The Information Gap theory says that our mind always wants to fill the gap between existing knowledge and new information. I use verbal transitions as a way to make my slides flow and help an audience to understand how it’s all linked together.

To prepare for transitions between slides and ideas, I write out *CLICK* in the speaker’s notes of the presentation whenever I plan to advance a slide. It helps make the transitions really smooth.

I may pose a question on one slide, click, and have the answer populated on the next to create curiosity and hold attention. There’s no mystery to what’s coming or how I plan to get there.

8. Don’t be afraid to speak right to left

Everyone has expectations of presentations. Break them. In doing so you can not only help drive engagement but also show that you are in control of the presentation and drive the slides.

For example, data points.

Most people expect them to go top to bottom, or left to right:

Change it. Talk about your middle point first and in doing so, the room’s attention will turn to you rather than reading the slides.

Another way to shake up a presentation is to simply step away from your slides.

One of my favorite things to witness is when a sales rep walks over to a whiteboard and begins to map out their story. They are not only able to control the room, but also show that they have the expertise and confidence to tell their story without slides.

9. Be the owner of your presentation

This seems obvious because you’re the one presenting, but make sure to take the lead and own what you’re delivering.

Here are a few specific sales presentation tips for owning your delivery:

Tell the audience what’s important and what to focus on. Don’t put things on your slides that you’re not prepared to discuss or that you’re not comfortable talking about. If it’s on the slide, it’s fair game for conversation, so be careful.

Stop apologizing. When you say “sorry” a lot, you convey the opposite of confidence. For example, instead of saying, “Sorry, we’re having tech issues,” try, “We’ll get started in a couple of minutes.”

Don’t think, know. Saying “I think” makes you sound like you don’t know what you’re talking about. The person who “thinks” this software is a good fit for you doesn’t make you feel particularly reassured. Either know and be sure or tell the audience that you’ll find out and get back to them.

GTTFP, or get to the freaking point. Some background information can be helpful, but ultimately be very clear about the message you need to deliver — and then deliver it. Once you’ve made your point, move on.

10. Anticipate and embrace the unexpected

My final sales presentation tip is to fully embrace the room.

Sales presentations are meant to build engagement with the audience, and hopefully, get agreement to continue the conversation or make a decision. This means that things rarely go exactly as planned. You will have questions, objections, comments, and delays.

It should be a miracle if you make it through your slides. In fact, with executives, if you make it through your slides, it probably means the room was not fully engaged.

To make sure that I have time to address everything, I always try to anticipate responses and prepare for them ahead of time. If I know there is going to be a challenge, I confront it early on, sometimes even starting the presentation with it.

By the time you get to an executive, they typically have the final say and are looking at these meetings as an evaluation of risk. So confront and settle any risks or objections early. Be confident, don’t hide anything.

These are sales presentation ideas adopted by the speaker during the sales pitch. Different sales personnel use different presentation styles. Below are some examples of sales presentation techniques.

1. The visual style

The visual style uses PowerPoint slides to complement the sales pitch. This sales presentation technique is excellent for a large audience as it keeps them engaged. It’s also perfect for salespeople who have many essential talking points. A famous Visual style presenter is  Steve Jobs , one of the co-founders of Apple.

2. Freeform Style

The Freeform technique doesn’t use slides. It relies on the presenter’s ability to illustrate their points as clearly as possible within a short period. It works best for sales professionals who know their talking points by heart and are pressed for time.

3. Connector style

In this sales presentation example, the presenter relies on the audience through free-form question and answer sessions. Presenters who use this style encourage the audience’s reaction and feedback to their content. This type of speaking allows your listeners to connect with you while also allowing a dialogue-oriented presentation instead of a one-sided one.

A great example of a connector style presenter is  Connie Dieken , the founder of The Dieken Group, which specializes in executive coaching and consulting.

A sales deck is a slide presentation, PowerPoint,  Keynote , etc., that is used to supplement a sales presentation. It consists of a product overview, a sales proposition, and a solution for the prospect. Examples include:

1. LeadCrunch sales deck

The LeadCrunch sales deck features statistics and charts that showcase how a business can optimize its sales and marketing efforts. Here, the presenter uses various features such as bold, italics, and different colors to make critical terms and numbers stand out.

2. Richter sales deck

The Richter Sales Deck  follows a systematic approach: the problem, value proposition, and finally, the solution. The salesperson introduces the problem, followed by what they can deliver to the prospect. The best part of the Ritcher sales deck is, it covers all the core areas a salesperson should include in a precise and methodical approach.

3. Relink sales deck

The  Relink Sales Deck is the perfect tool for describing how machine learning and Artificial Intelligence impact various industries. Its focal point is how HR is affected by these technological advancements. The sales deck’s main features include use of large fonts and icons as well as consistent color schemes.

Giving a sales presentation to an experienced audience can be challenging. Here are a couple of sales presentation ideas to remember. Be confident. A good confidence check is to try to tell your story without slides.

Another crucial sales presentation technique is to look and sound the part. What you wear and how you sound all play a vital role in creating the kind of perception you want from your audience. Create a conversation throughout your presentation and consistently engage the room.

While making a sales presentation, it is important to always keep in mind that the audience neither knows nor cares what you do. Do yourself a favor and give a quick overview of your company at the beginning—also, keenly lookout for audio and visual cues for audience engagement.

Don’t be afraid to speak right to left. This shows you are in control of the presentation and drives the slides. Own your presentation. Guide the audience to the critical bits while getting to the point. Be clear and concise with your message.

After sharing what I’ve learned from giving countless presentations and selling to executives, I hope these tips keep cringe-worthy presentations out of your future and help you close more deals.

But we’d like to hear from you!

What are your best sales presentation tips? What are your best tips for selling to executives? Share your ideas in the comments.

Keith Messick

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10 Sales Presentation Examples & Templates to Boost Your Sales

• February 19, 2024

Imagine unlocking the full potential of every sales opportunity that comes your way. 

This isn’t just another article; it’s the key to elevating your sales presentations from merely functional to truly compelling. 

Here, we delve deep into expert strategies that promise to not only save you from common presentation pitfalls but also significantly amplify your sales impact. 

With insights designed to captivate your audience and solidify your message , missing out on this guide could mean missing out on your next big sale. 

If you’re ready to transform your approach and see tangible results, this article is your indispensable tool. 

Let’s embark on a journey to sales excellence together.

What Are Sales Presentations?

Sales presentations are dynamic tools designed to captivate your audience , showcasing why your product or service surpasses others. These presentations serve as a strategic platform, allowing you to eloquently highlight your offering’s advantages while directly addressing the unique needs and concerns of potential clients.

With the right blend of compelling sales pitch presentations and impactful PowerPoint examples, you have the opportunity to connect deeply with your audience. 

The essence of crafting an effective sales presentation lies not just in flaunting your product but in forging a meaningful relationship with your listeners, demonstrating undeniable value, and steering towards a successful sales outcome.

Key Elements of an Effective Sales Presentation

Crafting an effective sales presentation is an art that combines strategy, storytelling, and persuasion. At its core, it’s about connecting with your audience, making a compelling case for your product or service, and guiding them towards saying yes. 

Here are the key elements you need to nail it:

• Clear Value Proposition : Start with a bang by clearly stating what sets your offering apart. This is your chance to shine and make your audience understand the unique benefits they'd get from choosing you.
• Engaging Storytelling : Wrap your facts and figures in stories that resonate. People remember stories, not just data, so weave narratives that paint a vivid picture of the problems you solve.
• Understanding Audience Needs : Tailor your presentation to address the specific challenges and pain points of your audience. Showing that you understand their needs builds trust and credibility.
• Strong Visuals : Use powerful and relevant visuals to support your message. Sales presentation PowerPoint examples or sales pitch PowerPoint examples can inspire visuals that captivate and communicate more effectively than words alone.
• Compelling Call to Action : End with a clear and persuasive call to action. Whether it's to sign up, schedule a meeting, or make a purchase, make sure your audience knows exactly what step you want them to take next.

Remember, the goal of your sales presentation isn’t just to inform; it’s to transform interest into action. By focusing on these key elements, you’ll be well on your way to creating presentations that not only engage and entertain but also convert.

General Sales Presentation Outline

​​When building your sales presentation, especially for a PowerPoint format, consider it a strategic journey that leads your audience towards making a decision. Here’s a clear-cut structure that ensures your presentation covers all the essential bases:

• Opening Slide : Begin with an impactful opening slide to capture attention. Introduce yourself and your business, setting the tone for what’s ahead.
• Audience Needs Slide : Highlight the challenges and needs of your audience. This slide is crucial for demonstrating empathy and understanding of their situation.
• Value Proposition Slide : Dedicate a slide to showcase your value proposition, clearly stating how your product or service uniquely solves the audience's problems.
• Features and Benefits Slide : Detail the features and benefits of your offering. Structure this information clearly to show how it aligns with what your audience needs.
• Success Stories/Testimonials Slide : Use success stories or testimonials to lend credibility. Real-world examples can significantly bolster your case.
• Objection Handling Slide : Prepare slides that proactively address common objections. This is your chance to alleviate concerns and build trust.
• Call to Action Slide : Conclude with a strong call to action. Make it straightforward for your audience to know what you want them to do next, whether it’s reaching out for more information or making a purchase.

This framework is your guide to crafting a PowerPoint sales presentation that not only informs and engages but also effectively persuades your audience towards taking action. Tailor each part to fit your message and audience, ensuring your presentation is both compelling and convincing.

10 Sales Presentation Examples & Templates

Navigating through the world of sales presentations can feel like a maze. With the right examples and templates, though, you’re equipped to create presentations that not only engage but also convert. 

Let’s walk through 10 scenarios where tailored sales presentation examples and templates can make all the difference.

1. Startup Pitch

A startup pitch template is your first step towards turning your vision into reality. It’s designed to succinctly convey the essence of your innovation , the vast market potential awaiting, and the unique value your startup brings to the table. 

This template not only showcases your business model and growth strategy but also weaves a compelling narrative around your vision, making investors and stakeholders see the world through your innovative lens. It’s about painting a picture of success and opportunity, backed by solid data and a clear roadmap.

Here’s a presentation outline template:

• Title Slide : Startup name, logo, and tagline.
• Vision and Mission : Briefly describe your startup's vision and mission.
• The Problem : Outline the problem your startup aims to solve.
• Your Solution : Present your product/service as the solution.
• Market Potential : Highlight the size and potential of your target market.
• Unique Value Proposition : Define what makes your startup unique.
• Business Model : Explain how your startup will make money.
• Growth Strategy : Outline your strategy for growth and market penetration.
• Competitive Analysis : Show how you stand out from competitors.
• Financial Projections : Share expected financial outcomes.
• Team : Introduce your team and their expertise.
• Closing & Call to Action : Summarize and invite investors to join your journey.

2. Product Launch

Launching a new product is an exciting journey, and with the right presentation template, you can make sure your audience feels that excitement too . A product launch template is tailored to highlight the key features of your product, the benefits it offers to customers, and the specific problems it solves. 

By using engaging visuals and clear, concise information, this template ensures that your audience understands why your product is the market’s new must-have. It’s about creating anticipation and desire, leading to that moment when everyone can’t wait to get their hands on your product.

• Title Slide : Product name and a captivating image.
• Introduction : Briefly introduce the product and its inspiration.
• The Problem : Describe the problem your product addresses.
• Product Overview : Detail the features and benefits of your product.
• How It Works : Show how the product works (demos or videos).
• Market Fit : Explain why now is the right time for your product.
• Customer Testimonials : Include early feedback or beta tester reviews.
• Pricing and Availability : Outline pricing strategy and availability.
• Marketing Strategy : Highlight how you plan to promote the product.
• Closing Slide : Recap and call to action (e.g., Pre-order now).

3. B2B Sales Proposal

In the B2B realm, a sales proposal needs to speak the language of benefits and ROI. A well-crafted B2B sales proposal template helps you lay out your solutions in a way that directly addresses your business clients’ needs. 

It allows you to present a clear case for how your product or service can solve their problems , backed by data, case studies, and testimonials. This template is about building a strong argument for your solution, showing potential clients not just why they need it, but how it will positively impact their bottom line.

• Title Slide : Proposal title and company name.
• Executive Summary : Brief overview of the proposal.
• Client Needs & Challenges : Outline the client's specific needs and challenges.
• Proposed Solution : Describe your product/service as the solution.
• Benefits & ROI : Detail the benefits and return on investment.
• Case Studies/Testimonials : Showcase success stories relevant to the client.
• Pricing Model : Present your pricing structure.
• Implementation Plan : Outline steps for solution implementation.
• Why Us? : Highlight your company’s strengths and uniqueness.
• Next Steps & Call to Action : Suggest the next steps and encourage action.

4. Service Offering Presentation

For businesses that thrive on offering unparalleled services, this template is a beacon. It’s designed to detail what you offer, how your services solve specific client problems, and why your approach is better than the competition . 

Through customer success stories and testimonials, you can showcase real-world examples of your service excellence. This template is your platform to demonstrate the tangible benefits clients receive when they choose you, making it clear why your service is the smart choice.

• Title Slide : Service name and your company logo.
• Introduction : Brief overview of your service offerings.
• Problems Solved : List the problems your services solve.
• Service Details : Break down each service, its features, and benefits.
• Customer Success Stories : Share testimonials and success stories.
• Why Choose Us? : Differentiators and competitive advantages.
• Pricing Structure : Explain your pricing model.
• Implementation & Support : Outline how services are implemented and supported.
• FAQs : Address common questions or concerns.
• Closing & Call to Action : Summarize and invite to engage your services.

5. Technology Solution Pitch

Technology can be complex, but your pitch doesn’t have to be. A technology solution pitch template is crafted to demystify your tech offerings, breaking them down into clear, digestible benefits. 

It focuses on how your technology addresses specific needs or challenges in an innovative way, making it a game-changer for your target audience. 

By simplifying complex concepts and focusing on the real-world applications and advantages of your technology, this template helps you convey the uniqueness and value of your tech solutions in a straightforward, compelling manner.

• Title Slide : Solution name and a compelling image or logo.
• Introduction : Briefly introduce the technology solution.
• The Challenge : Describe the challenge or need your technology addresses.
• The Solution : Detail your technology and how it works.
• Key Benefits : Highlight the primary benefits and features.
• Technical Specifications : Provide a brief overview of technical aspects.
• Use Cases : Share real-world applications and success stories.
• Market Analysis : Discuss market demand and potential growth.
• Competitive Advantage : Explain what sets your technology apart.
• Implementation Plan : Outline steps for adopting your technology.
• Closing & Call to Action : Recap benefits and invite to take the next step.

6. Annual Sales Plan

Crafting an annual sales plan is about setting a vision for what you want to achieve and defining the steps to get there. An annual sales plan template serves as a comprehensive guide to outline your sales objectives , strategies , and specific tactics for the upcoming year . 

It helps you establish clear targets, segment your market, allocate resources efficiently, and plan actionable initiatives to reach your goals. 

This template is essential for keeping your sales team motivated , providing a roadmap for success that is both ambitious and attainable, ensuring everyone is aligned and pushing in the same direction.

• Title Slide : Year and sales plan title.
• Executive Summary : Overview of sales goals and key strategies.
• Sales Targets : Breakdown of monthly or quarterly sales targets.
• Market Analysis : Insights into market trends and target demographics.
• Sales Strategies : Detailed strategies for achieving sales targets.
• Tactics and Actions : Step-by-step tactics for each strategy.
• Key Accounts and Territories : Focus areas and key account strategies.
• Tools and Resources : Overview of tools and resources for the sales team.
• Performance Metrics : Metrics and KPIs to measure success.
• Training and Development : Plans for team skill enhancement.
• Conclusion and Motivation : Wrap-up and motivational close to rally the team.

7. Real Estate Listing Presentation

In the competitive world of real estate, making a lasting impression with your listing presentation can make all the difference. A real estate listing presentation template is designed to showcase your properties in the best light , with stunning visuals and detailed market analysis that highlights why your listing stands out. 

It also outlines your comprehensive selling strategy, demonstrating your expertise and commitment to securing the best deal. This template is your tool to build confidence with potential sellers, showing them you have the skills and plan to sell their property quickly and for top dollar.

• Title Slide : Listing presentation title and your contact information.
• Property Overview : High-quality images and key details of the property.
• Market Analysis : Current market conditions and pricing strategy.
• Marketing Plan : How you plan to market the property.
• Selling Strategy : Your approach to negotiations and closing the sale.
• Comparative Market Analysis (CMA) : Pricing strategy based on similar listings.
• Testimonials and Success Stories : Past selling successes and client testimonials.
• Closing Plan : Steps to take from listing to closing.
• About Me/Us : Your experience and success in real estate.
• Next Steps : Encouraging sellers to take action with you.

8. Marketing and Sales Strategy

Blending creativity with strategic thinking is key to developing an effective marketing and sales strategy. A template for this purpose helps you lay out a cohesive plan that covers how you intend to reach your target audience, engage them with compelling content, and convert them into loyal customers. 

It includes identifying customer personas , planning targeted marketing campaigns, and outlining sales tactics that align with your marketing efforts. 

This template is about creating a synergistic approach that leverages both marketing and sales strengths, ensuring a seamless buying journey for the customer from awareness to purchase.

• Title Slide : Presentation title and your company logo.
• Market Overview : Analysis of the current market environment.
• Target Audience : Detailed profiles of your target customer personas.
• Marketing Goals : Key objectives for your marketing efforts.
• Sales Goals : Sales targets aligned with marketing objectives.
• Strategic Approach : How marketing and sales will work together.
• Key Initiatives : Major marketing campaigns and sales initiatives.
• Timeline and Milestones : When and how goals will be achieved.
• Measurement and KPIs : How success will be measured.
• Conclusion and Call to Action : Summarizing the strategy and next steps.

9. Financial Services Pitch

Trust and reliability are the cornerstones of any financial services pitch. A dedicated template for financial services focuses on these aspects, incorporating customer success stories and testimonials to underscore the value and security your services offer. 

It allows you to present complex financial products in an accessible manner, emphasizing how they meet the specific needs of your clients . 

This template is not just about showcasing your services; it’s about building a case for why clients can trust you with their financial well-being, highlighting your track record of success and stability in the financial landscape.

• Title Slide : Service offering and your company name.
• Company Overview : A brief introduction to your company and mission.
• Client Challenges : Common financial challenges your clients face.
• Our Solutions : How your services address those challenges.
• Product/Service Details : Detailed breakdown of offerings.
• Success Stories : Testimonials and case studies of satisfied clients.
• Trust and Security : Your commitment to client security and trust.
• Pricing and Packages : Overview of pricing structures and options.
• Why Choose Us : Your competitive advantage in the financial sector.
• Next Steps : Encouraging potential clients to take the next step.

10. Retail Product Pitch

Captivating potential retailers with your product pitch is crucial in the retail industry. A retail product pitch template is visually engaging, designed to spotlight the high quality of your products, underscore customer satisfaction, and emphasize the unique selling points that set your offerings apart from the competition. 

It’s your canvas to present market research, consumer trends, and sales data that demonstrate the product’s potential success in the retail environment. 

This template aims to entice retailers by showing them how stocking your product will not only meet but exceed the expectations of their customers, driving sales and enhancing their product lineup.

• Title Slide : Product name and a compelling image.
• Product Overview : Key features and benefits of the product.
• Unique Selling Points (USPs) : What makes the product stand out.
• Market Insights : Analysis that supports the need for your product.
• Customer Feedback : Positive feedback from early users or testers.
• Retailer Benefits : How stocking your product benefits the retailer.
• Marketing Support : Marketing initiatives to support product launch.
• Pricing and Margin Information : Competitive pricing and margin details.
• Ordering and Logistics : Information on ordering processes and logistics.
• Closing Slide : Recap and call to action for retailers to stock your product.

Embarrassing Mistakes to Avoid in Your Sales Presentation

In the heat of a sales presentation, it’s easy to get caught up in the moment and let a few errors slip through. But beware, some blunders can turn an otherwise stellar pitch into a cringe-worthy moment. 

Steering clear of these mistakes not only keeps your professionalism intact but also significantly boosts your chances of closing the deal. Let’s dive into a few common pitfalls you’ll want to avoid at all costs:

• Lack of Preparation : Walking in unprepared is the fast track to failure. Know your material inside and out.
• Ignoring Audience Needs : Tailor your pitch to address the specific challenges and interests of your audience.
• Overloading with Information : Bombarding your audience with too much data can overwhelm rather than impress.
• Skipping the Rehearsal : Practicing your delivery ensures you come across as confident and polished.
• Neglecting the Storytelling : Facts tell, but stories sell. Weave your points into a compelling narrative.
• Failing to Show Value : Make sure you clearly articulate the benefits and ROI of your solution.
• Weak Closing : A hesitant or unclear call to action can leave your audience unsure of the next steps.
• Technical Difficulties : Always have a backup plan in case of technical glitches with your PowerPoint or other presentation tools.

Remember, your sales presentation is your moment to shine. By avoiding these embarrassing mistakes, you set the stage for a successful pitch that resonates with your audience and drives home the sale.

Frequently Asked Question About Sales Presentation

When it comes to nailing your sales presentation, there are always a few questions that seem to pop up more often than not. 

Whether you’re a seasoned pro or gearing up for your first big pitch, getting these questions answered can make all the difference in delivering a presentation that not only captures attention but seals the deal. 

So, let’s dive into three questions you might still have on your mind.

How long should my sales presentation be?

The sweet spot for a sales presentation is between 20 to 30 minutes . This time frame gives you ample opportunity to cover all the essential points—like presenting a compelling sales pitch, showcasing your sales presentation examples, and explaining your product or service benefits—without losing your audience’s attention.

Remember, it’s about quality, not quantity. Focus on delivering a concise, impactful message that resonates with your audience’s needs and interests.

Can humor be incorporated into a sales presentation?

Absolutely, but tread lightly. Humor can be a fantastic tool to break the ice and build a connection with your audience, but it’s crucial to ensure it’s appropriate and won’t be misunderstood or offend anyone. 

When done right, a well-placed joke or light-hearted comment can make your presentation more memorable and engaging. Just keep it relevant to the topic and make sure it adds value to your presentation , rather than distracting from your main message.

What's the best way to handle tough questions during a sales presentation?

Handling tough questions with grace and confidence is key to maintaining credibility and control during your sales presentation. First, listen carefully to the question and take a moment to gather your thoughts before responding. 

If you don’t know the answer, it’s okay to admit it—just ensure you follow up with a commitment to find out and get back to the questioner. Always aim to turn challenging questions into opportunities to further highlight the benefits and strengths of your product or service. 

Showing that you can navigate tough questions not only demonstrates your expertise but also builds trust with your audience.

Key Takeaways on Mastering Sales Presentation

Diving into the heart of a standout sales presentation, we’ve unpacked everything from steering clear of common blunders to tackling those tricky questions with confidence. The takeaway? Preparation , clarity , and knowing your audience are your golden tickets. 

A sales presentation should be snappy—aim for that 20 to 30-minute sweet spot —and a dash of humor can work wonders, provided it’s on point and in good taste. Facing tough questions head-on showcases your expertise and builds trust.

In sum, crafting an effective sales presentation is about blending storytelling with solid facts , making a genuine connection with your audience, and leaving a lasting impression. 

So, as you prepare for your next pitch, remember these essentials. With focus and finesse, you’re all set to turn your sales presentation into a compelling narrative that not only engages but also convinces. Here’s to making your next presentation a smashing success!

Edgar Abong

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Last Updated on February 19, 2024 by Edgar Abong

8 Effective Sales Presentation Examples to Boost Your Close Rate

Winning sales presentations turn prospects into customers. But, constructing a winning presentation is often a source of dread for many sales folks. What is the perfect number of slides? Which is the best order? Should it be hyper-branded or simple?

Or, should we even be using slide decks at all in 2024?

Now, if you want to make the journey collaborative, or want to gain access to cool insights like whether they even looked at your presentation, the static deck just won't cut it.

Designing a beautiful and highly personalized sales presentation is great, but access to behavioral analytics through digital links is super powerful. Knowing whether the buyer clicked on that presentation, and then how long they viewed it, can help shape those next steps in your sales cycle.

In fact, by 2025, 80 percent of B2B sales interactions will happen in these digital channels, according to Gartner . This means that presenting your pitch digitally unlocks new opportunities to engage and collaborate with your buyer. Ultimately, this will help you close deals much faster.

Sales professionals of all types, from SDRs to Customer Success, make pitches at different points in the sales cycle. That's why it's super important to create presentations that are both enjoyable for buyers to watch and easy for sellers to navigate—especially if they’re pitching multiple times a day!

Sales Presentation Vs. Sales Pitch: Are They the Same?

Presentation? Pitch? What’s the difference? These two sales practices are often referred to interchangeably, but they’re not exactly the same.

Generally, a pitch is when you’re closing the deal. It’s short and effective—highlighting the benefits and value of the product and offering the sale. Now, it is also technically a sales presentation, but it’s not a “sales presentation.”

The sales presentation comes earlier in the process when you’re looking to get buyers interested in your product/service. Every good sales presentation gives prospects confidence in your brand and helps develop the customer relationship. It emphasizes the value your product delivers and provides clear direction for the next step in the sales process.

So really, the key differentiator between these two sales activities is the point in the sales process—the presentation introduces your product, and the pitch closes out the deal. This shifts your purpose and your approach when creating a presentation vs. pitch deck.

To create the best sales pitch ever, you can head over to our ultimate guide . But first things first. Let’s build a winning sales presentation that makes potential customers beg to buy.

6 Key Components of a Winning Sales Presentation

While there's no "one way" to make a pitch presentation, there are a few core ingredients that can transform a bland presentation into a show-stopping performance.

To keep your buyers engaged and prevent them from nodding off, make the presentation more interactive by fostering a conversation, using eye-catching visuals that leave an impression, and pacing your delivery to keep the energy level high.

1. Start Strong: Cover Slide + Confidence

First impressions matter. Your first slide and the first few moments of your delivery will shape perceptions and affect the ultimate success or failure of your sales presentation.

Your cover slide should instantly capture the audience's attention and convey your brand and industry. Later, we’ll explore some stellar examples. For now, just make sure your audience has a good idea of who you are and what you do from the very beginning—and make it interesting. Images are great at this.

Regarding your delivery, confidence is key — key— to both your sales career and presentation. The confidence you project about your solution will transfer to prospects, reducing their concerns and supporting an overall positive experience.

But you can’t get by on cover slides and confidence alone.

2. Sell Solutions (+ Value), Not Products

Gone are the days when you could simply shout that your product was the greatest thing since sliced bread—and expect customers to believe you.

Times have changed. Value-based selling is in . Today, the best approach is to inform your buyer with the right message through the right media, selling your solution and not your product.

In your sales presentation, make sure that each product feature that you include has a clear benefit for your prospective buyer. And don't just list the features. Explain why they make your product better, in the simplest way possible.

If your lead generation process produced high-quality leads, and your pre-presentation research uncovered pain points, you should have a pretty good idea what this prospective customer needs—and how your product can solve the issue.

At the end of the day, people want to know what's in it for them and how your product/service will make their lives better. Sell them the solution. The product is just a bonus.

3. Tell a Story

People remember stories. They’re more engaging than stats and figures—and humans connect with humans, not numbers. Research by cognitive psychologist Jerome Bruner suggests that facts are 22 times more likely to be remembered if they’re part of a story .

You want to harness that power for your sales presentation.

Consider your top-shelf customer success stories—or even the customer you just closed yesterday, who solved a major pain point with your solution. The key here is to find past customer situations that your current prospect can identify with. Maybe they serve a similar market niche, or are both struggling to keep their fully-remote team afloat.

Or, maybe, you want to tell your company’s story. Close itself started as a solution to our founders’ frustrations with existing sales CRMs.

Like any great story, you need an arc, characters, conflict—and a resolution. Include whatever graphs and metrics you think add value to the presentation. The numbers don’t speak for themselves, but they do play a supporting role to your storyline.

Turn your case study into a case story, illustrating how your product has helped someone else, and prepare to hook your target audience.

4. Keep It Simple

Be concise. Make your key points digestible. Prospects should be able to quickly scan your sales presentation—and then get back to the conversation.

However, many companies that offer complex products, such as software, tend to overcomplicate the delivery. Most buyers don’t have time to read white papers or long-winded info about your technical specs. Those details can come later.

There are ways to present content while neither boring nor overwhelming your audience:

• Video: Sixty-six percent of people will watch a company’s entire video if it’s less than 60 seconds. Give them something they can quickly digest, that effectively highlights your value prop and most important product features.
• Interactive demos: a great alternative to video calls, ideal with async presentations. You can use interactive demo software like Navattic or Walnut to let your buyer learn about your product on their terms, in their own time.

Whatever you do, get to the point. Time and attention spans are short. Be succinct.

Visually, don’t give your PowerPoint presentation the crafting kindergartner upgrade. Brand colors and fonts should be established early and kept consistent throughout.

In short—less is more. Don’t exhaust your audience visually or mentally.

5. Include the Proof

Your audience wants to know that your solution works. They also want to feel confident about their decision to pursue your product over the competition. How can you help ease these concerns? Include evidence in your sales presentation.

Social proof establishes your credibility and showcases how your solution has transformed the work lives of your customers. It’s an important element in building trust between you and your prospect . Social proof can include media mentions, G2 reviews, social media engagement, customer testimonials, and more.

Recent data from Statista, as of September 2023, indicates a shift in consumer behavior. Their survey, conducted among 10,021 consumers, revealed that 53 percent of U.S. respondents rely on search engines like Google for information about products. This highlights the evolving landscape of consumer trust and information sourcing.

Additionally, 34 percent of consumers used customer reviews as a source of information. This underscores the continued importance of positive reviews and testimonials in fostering trust in a business. The customer success story you've shared can be further enriched by integrating these insights, demonstrating not only the value of customer reviews but also the growing reliance on digital search engines for product information.

Including social proof in your presentation demonstrates how well your solution can meet customer needs —including theirs.

6. Call Them to Action

Nothing cleans out the sales pipeline like a well-timed, well-placed, and well-designed CTA . Success in sales relies on the success of your call to action. And that extends to your sales presentation.

Unlike the sales pitch, your sales presentation is probably not asking for the close. Instead, you are asking them to take the next step in the sales process—book a call, talk to their stakeholders, demo your product, or something else.

You want the CTA to be straightforward. Brief as possible. And effective. Make it easy for them to follow through. For example, if you want them to book a call, share a calendar link. Then follow up .

You have spent time and resources (yours and theirs) on this presentation, so don’t fumble the deal with a weak or confusing CTA. Your sales presentation should be the whole package. Literally.

But can we really tie all of this together into one mega-effective sales presentation? We’re about to find out.

8 Effective Sales Presentation Examples

Sales presentations come in all shapes and sizes. A great sales deck is one that is true to your brand, relevant to your target audience, and produces results.

Various factors can influence the structure, included elements, and delivery. For example, a self-directed presentation that prospects view online may require more text than one that’s delivered face-to-face (or via Zoom). A presentation given to industry experts will include different details (and language) than one delivered to your average, may-be-customer Joe.

As you build your next effective sales presentation, draw inspiration from these winning examples. We’ll share the presentation—and tell you why it works.

1. What + Why: Memento

Stating the problem, explaining the solution.

This sales presentation deck from Memento first describes the pain points of existing solutions—then showcases why Memento is different, emphasizing value and innovation.

This tried-and-true strategy keeps messaging simple and potent. The graphics and color-blocked backgrounds enhance that messaging, and the result? An eye-catching and powerful sales presentation.

2. Image-Rich Slides: Zuora

Is a picture worth a thousand words? Sometimes. It depends what that picture is, and what you’re trying to say.

Zuora uses an image-rich presentation to help differentiate themselves in the industry, and to support the storyline of their presentation. At the same time, text is kept to a minimum.

Visuals can create a supportive foundation upon which you can build your value proposition , company vision, and prospect-relevant story. You’ll probably include photos of your digital or physical product, but you can also add stock images or infographics.

Memorable presentations show , rather than just tell.

3. & 4. Personalize for Prospects: Trumpet

People aren’t numbers—and they don’t want to feel as such.

Personalize your sales presentation so that it speaks directly to your buyer. When possible, call them out by name and make sure that every aspect of the presentation is 100 percent relevant to their situation.

If you want to go the extra mile, incorporate their own brand identity. Make it about them, not about you. Our friends at Trumpet are on a mission to do just that with customizable presentation pods.

Check out this presentation pod example .

This prospect-specific presentation covers most of our key components for an effective sales presentation while taking personalization to the next level. Plus, it’s interactive—which adds value for both prospects and sales reps. Look for the comment section beside the presentation, where you can keep all communication and questions in one spot.

These customization options make your presentation stand out—and are bound to increase your CTA response rate. You can directly incorporate your online scheduling tool, such as Calendly, which also integrates with Close CRM to streamline prospect scheduling.

Here’s another winning example from Trumpet, featured as a use case for SDRs. Again, it’s got all the elements of an effective sales presentation (right down to customer testimonials), and even includes a short audio message specifically for the prospect, from the SDR.

So, ditch the generic sales script and personalize the presentation. Do your homework and make it relatable to each individual prospect, whenever possible.

Then, post-presentation, you can even follow up with a next-steps pod —again, created specifically for your prospect.

5. Be You(r Brand): Reddit

Remember earlier, when we said your sales presentation shouldn’t look like a kindergarten-age graphic designer let loose on Canva? There are always exceptions, right?

First and foremost, you must consider your audience and brand.

The best sales presentations are those that inform and persuade while being true to their brand identity. Sometimes that looks like minimalism: Short sentences, muted color palettes, and quiet power. Sometimes, that looks like pizazz.

Reddit has since updated its branding and slogan, but it once boasted to be “the front page of the internet.” At that time, this sales presentation got them a lot of love.

Talk about hooking an audience. But even the randomness isn’t random—it matches their brand, audience, and value proposition.

So consider your brand, audience, and value proposition, and build a sales presentation worthy of that. (But oh, to be on the sales team at Reddit.)

6. Adaptable Sales Story: Eigen Technologies

Eigen Technologies wanted a presentation to support a core sales story that could be tailored to different industry customers. An overview presentation like this one covers the bullet point features of the product while allowing the presenter to add any relevant prospect-specific slides.

Notice the decision to highlight how this solution stacks up against its industry competitors. This can add power to your own value proposition. Something else that adds power? The cohesive sales story that threads through the entire presentation, from stating the problem to showcasing the solution.

For some, this presentation might be a little text-heavy. When you’re presenting live, you want prospects to be listening to you, rather than simply reading all the information from your slides. For animated videos , take-home or self-guided presentations, however, use the amount of text necessary to support your message.

An animated sales presentation can also be a great addition to your sales and marketing materials. Save the static for your presentation, and get double-mileage with a video.

7. Out-of-the-Box: Apple

It’s hard to find live sales presentation examples because most are given privately in meetings, or directly between a salesperson and their prospect. However, explainer videos like this one can inspire your delivery—and your sales deck.

Steve Jobs, wearing his famous black turtleneck, was known for his potent yet simplistic Apple product presentations. Apple continues to lead with powerful sales messaging. Today, it has evolved to match its updated branding and sales style.

Watch how this presentation involves two different team members, both of whom add unique value to the messaging. Depending on the nature of your solution, the expertise level of your audience, and other factors, you might consider something similar—when it makes sense.

Note that every feature mention is immediately followed by its value. Your audience wants to hear about your product's benefit—don’t leave them with product details as bullet points.

8. Putting It Simply: Microsoft Office 365

This business presentation from Office 365 employs an attention-grabbing color scheme while spotlighting feature details via powerful, concise messaging.

With complex products especially, you need to filter out unnecessary information. Boil it down to your key points and features, then use simple graphics and copy to share your product. Let your value overwhelm prospects—not the presentation itself.

Are you ready to get started on your next super-effective sales presentation? Before you go, consider how it could impact your closing rate—and how you can optimize results.

Using Your Sales Presentation to Close More Deals

Every customer touchpoint should drive prospects toward your ultimate goal: closing more deals. An effective sales presentation is just one step in the customer journey, and tips and presentation templates will take you far.

Let’s look again quickly at the end of your presentation.

At the end of the presentation, you need a strong call to action—but you should also consider other ways to make your message stick. Based on the nature of your solution and how you’re delivering the presentation, you might need to leave behind handouts for your audience.

They should be focused and simple, supporting rather than detracting from your presentation. Maybe they even create a dynamic QR code for scanning to download your app or view contact information.

Then to fully optimize your sales presentation, you must follow up . Your sales presentation alone might not sell your solution—but your faithful follow-up game can push them to take the next step. Enter your CRM.

An agile CRM like Close can streamline this outreach and boost customer retention rates . Now you can optimize—and sustain—the success of your next sales presentation.

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Home » MTD Sales Blog » 13 Steps For Creating Your Sales Strategy Presentation

13 Steps For Creating Your Sales Strategy Presentation

But where do you start when it comes to putting one together?

We’ve got 13 useful steps to help you create an effective Sales Strategy Presentation that your stakeholders will love! From start to finish, we’ll cover everything you need to make it a huge success. Let’s get started!

• What Is a Sales Strategy?
• What Is a Sales Strategy Presentation?
• How to Create Your Sales Strategy Presentation
• Effective Sales Strategy Presentation Template
• Wrapping Up

A Sales Strategy is a plan which aims to maximise sales whilst coordinating the plan across your whole sales team and aligning it with the corporate strategy.

Research giant Gartner defines Sales Strategy as “an organisation’s detailed plan to drive sales performance, innovation and growth by better penetrating existing markets and growing share of current customer wallet.”

This definition downplays the corporate alignment aspect and focuses on sales performance. However, a Sales Strategy does not merely consist only of delineating your sales approach.

In brief, a well-written Sales Strategy can be said to have three main aims:

• To ensure all reps are working to the same playbook and adopting a uniform approach
• To ensure that sales methods, messaging, and media reinforce corporate priorities
• To maximise sales revenue, within given targets and KPIs

The above list is not ordered in terms of priority—all three aims contribute vitally to your Sales Strategy.

When we’re talking about a presentation, it’s important to distinguish this from the pitch you’ll give to your clients. A Sales Strategy Presentation is where you obtain corporate buy-in for your sales approach, making sure that messaging, pricing, product specs, sales media and other details of your campaigns are clarified and agreed across the board.

In this presentation you’ll describe your target market, competitors, sales techniques , and the composition of your sales team, amongst other information. The aim is to secure support for your strategy, which may include budget approval. It’s important to include enough detail to convey the main information, without overburdening your audience.

Below, we’ll look at how best to go about preparing your presentation, alongside some tips for maximising audience attention and approval. If you can nail this presentation, you’ll be off to a flying start with your strategy, so it’s worth putting the hours in to get it right.

The most important thing to get right is your structure. This should be logical and narrative-driven, leading the audience from big picture to fine detail. It should be compelling and as brief as possible, without short-changing your audience. Remember that you’ll be asked plenty of questions when your presentation is complete!

1. Start with an Overview of Your Company

Begin by outlining the current state of play within the company. If you are an agency selling your strategy to a company, here’s your opportunity to demonstrate a rounded understanding of the company and its priorities, as well as giving a summary of your agency, and what it does.

If you are heading up an in-house sales team, you have the chance to maximise corporate buy-in, and ensure your strategy is fully supported with the necessary resources.

Don’t go into exhaustive detail – offer the sort of brief “executive summary” you find at the front of annual reports. Do use bullet points and figures where these are impressive enough to support your case. Highlight the opportunity your Sales Strategy will address, whether it’s a gap in the market, the chance to cross/up-sell a new product, or some other benefit you’ll bring.

2. Touch on Your Target Market

Here’s where you identify who your ideal customers or clients will be, and really hit home that you understand your customer.

You can use buyer personas , which may include graphics depicting “typical” customers, to help your audience visualise who you’ll be selling to. In terms of aggregate markets, you can include Venn diagrams or other graphic means to delineate core customers and subsidiary consumers.

For instance, if you’re selling an app for video editing, your core customers may be corporate content producers, but your subsidiary audience may be far wider, touching upon anyone who regularly uploads content to YouTube or other social media platforms.

You’ll need to describe how you’ll approach all your significant markets elsewhere in your presentation (see step 5).

3. Discuss the Value of Your Proposition

USP or Value Proposition (VP) is a concise statement of what makes your product stand out in your chosen marketplace. It’s a vital concept for sales reps to grasp because it’s the main reason why a consumer would choose your product over a rival’s. It’s important that all stakeholders buy into the value proposition because it’s a key factor in building brand identity.

For instance, some footwear brands stress comfort as their USP, while others highlight value, durability, style, or exclusivity. Your VP could also be a combination of factors, i.e. going back to the app for video editing example, “we offer the most accessible, best value for money and most fully featured video editing app on the market”.

Key to your VP is describing the “problem” a customer might have and how your product is the perfect solution to that problem. How will your customers uniquely benefit from the product you’ll be selling?

You can use comparisons with rival products, and data taken from market research, showing what consumers want, and how your product addresses those needs. Literal quotes taken from review sites can be helpful, revealing how real customers feel about their purchases.

The main takeaway is that your sales team are enthusiastic about the value they are offering customers, and that they understand how to characterise the benefits and features of the product.

4. Consider Any Competitors

It’s essential at this stage to factor in your competitors. Unless you are first to market or are offering a very niche product, the chances are you have a host of rivals eager to bite off chunks of your customer base. Here you need to emphasise that your sales team have the answers to the question “why us?”

Differentiation is key! What solutions does your product offer that rivals cannot? It’s important not to underestimate the competition and respect the successes that other players in the sector have scored. Much can be learned by studying the achievements of legacy brands, while offering something that builds upon previous offerings.

It can be a good idea to tabulate your top three or five competitors and show how their success provides an opportunity, rather than a threat. Remember that competitors should be understood in the broader context and can help you turn your weaknesses into strengths.

For instance, Netflix hasn’t only got to worry about Amazon Prime TV, Disney Plus and other streaming services. It must compete with cinema, social media and podcasts too. These are all popular draws upon customers’ leisure time.

5. Outline Your Marketing Strategy

Now you can summarise how your product will be marketed. Will conventional advertising be used? Will social media play a significant role? Is this a B2B campaign or will the product appeal to individual customers? Will buyers be targeted at work, or at home?

Perhaps you have partners working on marketing campaigns. If so, introduce them, and their best work to date. Provide examples of finished campaign materials if you have them or works in progress if that’s all you have at this stage. This is a good opportunity to use dramatic visuals or video, rather than text or graphs, which can become boring if overused.

Your marketing strategy should include the following five elements:

• The target audience for the campaign
• The goals or objectives
• How your brand will stand out against competitors
• What content has or will be created
• Any KPIs that have been agreed

You can finish by briefly describing how marketing and sales departments will cooperate and coordinate their efforts.

6. Go Over Your Sales Process

Here you can drill down into the specifics of the sales process. What does your sales funnel look like? Where are you getting your leads and how are you qualifying them? Will cold calling or email drip campaigns be a major part of the process? Will you have a presence at any trade shows or events?

Do you have scripts that you can share to offer an example of a typical sales contact? Provide concrete examples to help your presentation feel solid. If you have incentives planned for your sales team, or KPIs you expect them to achieve, then outline them here too. You can break down your sales activities into:

• Prospecting (including lead sources)
• Lead segmentation and qualification
• Research processes – market research, customer surveys
• The sales pitch – a typical call or contact
• How your team will handle sales objections
• The process for closing .

Once you have outlined what you’ll do to make sales, it’s time to explore who will do what.

7. Review the Current Sales Team Structure And Roles

Begin with an organisational diagram of your sales team, so that your audience will get a clear picture of command structure. Outline the responsibilities of each role, lines of reporting and (if relevant) base salaries.

If you are creating a sub-team for this project, then show the diagram for that sub-team. There’s no need to reinvent the wheel with an organisational chart since everyone understands the traditional flowchart model. Use that, to save valuable time.

Explain any unfamiliar roles or unexpected team members. Perhaps you have an in-house social media researcher, or a CRM specialist . Make sure you highlight and explain anything unexpected. You can also identify roles that are not filled yet, which will help when it comes to steps 10 and 11.

8. Summarise Any Sales Materials Used

If you have leaflets, landing pages, product listings, demonstration videos or anything else that will be key to the sales process, then here is a suitable time to hand out samples or give demonstrations. If you’re offering a free demo version of a piece of software, you can quickly run through its features and how you plan to convert free users to paid subscribers.

Remember that if you provide handouts, your audience will lose eye contact with you while they pore over them, so use this option sparingly. You can always provide supplementary handouts or follow-up emails, after your presentation is over.

9. Talk Through Goals, Sales Metrics and KPIs

All goals and objectives expressed should conform to the SMART principle, being specific, measurable, achievable, relevant , and time-based.

Try to be specific with sales targets, without promising more than you can reasonably deliver!

You can have nested targets—fair, good, and excellent anticipated results—while stressing that you’ll always be aiming for the latter. You can also express goals in terms of short, medium, and long-term. This is especially relevant when you’re launching a brand-new product, or entering a new market, where it would be unrealistic to achieve full market penetration immediately.

It’s very important to obtain buy-in on your goals and targets, so that there’s transparency across the organisation, and you can be held accountable if you fail to deliver. That’s the downside of getting specific with KPIs, but it’s also a great motivator for sales teams. On the plus side, you can also mention any incentive or bonus structure you’ll be offering your sales team for achieving ambitious goals.

10. Explore Training and Development Requirements

If you know you’ll need to train up staff to understand a new product, software system, or working process, then it’s valuable to admit this upfront. Training needs affect the bottom line, as well as your process timeline. You have the opportunity here to demonstrate that you’ve thought through all human resource requirements and researched training opportunities. You may already have Sales Training Providers you’ll partner with (mention them now) or if you’re still looking why not check out our Essential Selling Skills Training or Telesales Training Course.

Spending time on this aspect of your Sales Strategy will also build stakeholder confidence. They’ll know you aren’t throwing your reps in at the deep end. Instead you are preparing them properly for success.

11. Consider Any Budgeting Needs

With resources in mind (IT, human resources, content creation, research costs and other expenses) outline what you expect your operating sales budget to be. There is no point in understating your anticipated costs, since overruns may occur, and senior management will often try to make cost savings. It pays to build in a little wriggle room for negotiation.

Don’t blind or bore your audience with spreadsheets; just give the headline figures. Highlight any areas of expenditure that are loosely estimated, or unclear. Remember to allow for hiring costs for any unfilled sales team roles you described in step 7 (see above), and for staff training.

Remember also to include cash flow, as well as overall expenditure. How much money will you need and at what milestones? Sometimes success can be more expensive than failure; for instance, when it necessitates a sudden recruitment drive to expand your sales team. It’s vital for stakeholders to appreciate key dates when funding must be made available.

12. End With Next Steps And Future Action Plans

If you’ve prepared a simplified GANTT chart, you can show where in the project timeline you currently sit. Explain what your next actions will be, and what the future holds. Here you can build further confidence by demonstrating that you’ve thought everything through.

Remember to build in a little more time than you think you’ll need for more flexible stages like research, training, and lead prospecting. Make sure you highlight any immovable deadlines, like sales events or product launches, and how you’ll ensure you’re prepared for them.

You should also be building excitement and enthusiasm here, so don’t make it too dry. This is a thrilling time—you’re about to hit the go button on a brand-new sales campaign. Get your audience to feel your enthusiasm and you’re halfway to achieving buy-in.

13. Don’t Forget To Use Engaging Visuals Throughout!

The cliché is true – a picture is worth a thousand words. Sometimes a short video or meme can make a more dramatic point than yet another set of bullet points, facts, or figures.

There’s a popular rule of thumb with PowerPoint slides, called the 7 x 7 principle. This states that no single slide should contain more than seven lines of text, and each line should contain no more than seven words. How many presentations have you witnessed that fail to pass that test? Too many, most likely!

Avoid this issue by preferring visual content over words. After all, you are there to deliver the verbal component of the presentation. You can do this so much more effectively with your communication and interpersonal skills. You already know this — you’re a salesperson!

Finally, make sure you leave time for questions (and prepare some answers to likely ones in advance). Thank your audience for their time… and relax!

Now you know how to create your presentation, it’s time to have a go at making it! Here’s a PowerPoint template you can download to kick you off.

The deck includes 13 slides covering all the sections we’ve touched on. Just customise the template by adding your own branding font and colours – and don’t forget to add some of those engaging visuals we’ve spoken about!

Perhaps it’s worth leaving you with a simple thought – you can enjoy this moment! After all, it’s the culmination of a complex sales planning process, and now you get to share your vision with everyone who matters. That opportunity doesn’t come around very often. So, take a moment to congratulate yourself on your hard work, and have fun!

Finally, here are some parting thoughts on presentations, from writers and speakers who’ve been there:

“They may forget what you said, but they will never forget how you made them feel.” –Carl W. Buechner, politician and church leader.

“The first 30 seconds and the last 30 seconds have the most impact in a presentation.” –Patricia Fripp, Sales presentation expert and speech coach.

“You are not being judged, the value of what you are bringing to the audience is being judged.” –Seth Godin, dotcom executive and bestselling author.

Hopefully, this article has reminded you of some principles you already understand and has given you the inspiration to really smash your Sales Strategy Presentation!

If you need any extra sales support for you or your team, please contact us for further information on our Sales Management Training and Account Management Training solutions, also take a look at our popular portfolio of Sales Training Courses .

Happy Selling!

Sean McPheat Managing Director MTD Sales Training

• General Sales Skills

Updated on: 13 June, 2023

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7 Presentation Templates For Sales Managers and Teams

The foundation of a successful sales team is communication— both internally and externally. Offering solutions to prospective clients’ business needs is how you scale your own business, and that’s done through in-person meetings, virtual pitch decks, emails or lead generation strategies. But before you prepare any client-facing communications, your sales team needs to be aligned on sales strategies, account management, and sales projection. It’s a sales manager’s job to facilitate those conversations with their team and give them the tools necessary to close more deals. 

Presentations are a crucial tool for sales teams’ scalability. From all-hands meetings to sales proposals, presentations act as a vessel to communicate your story to the appropriate audiences. Of course, sales managers aren’t designers by trade and the presentation creation process can be overwhelming if you don’t know where to start. 

Luckily, there’s a presentation template for that. Beautiful.ai offers a robust library of pre-built, customizable presentation templates curated by industry experts. They serve as a starting point to give you the inspiration you need to package up your own story.

To save you time, we rounded up the 7 presentation templates that every sales manager can benefit from having in their back pocket. 

Sales strategy

A sales strategy helps sales teams achieve their sales goals and close more deals. Beautiful.ai’s sales strategy template enables managers and sales reps to prioritize and engage with potential customers, while developing different selling models to reach prospective clients. 

Our customizable template has everything you need for a sales strategy like key performance indicators (KPIs), sales process, and product overview. A thoughtful sales strategy presentation can help teams understand things like target market, response time between inbound leads and first sales touch-point, and how to properly demo the product.  

Our sales strategy template can also help you identify objectives and provide guidance to your sales team, create product positioning guidelines, and share sales pipelines and wins with the team and other stakeholders.

Key account management

Not all of your clients provide the same value to your business. Your key accounts should have a low cost-to-revenue ratio with opportunity to grow in the future. A key account management (KAM) presentation helps teams identify their key accounts and nurture those relationships to their full potential. A successful KAM presentation can help teams define their target accounts, and outline your objectives, for a more favorable outcome. 

Our KAM template can also help you focus sales efforts more effectively, build better relationships with high-profile clients or customers, or optimize sales team results and increase revenue growth for the business.

Sales go to market

A sales go to market plan helps sales teams identify market size, define a value proposition, and achieve their sales goals with better product positioning and messaging. Sales leaders can set their teams up for success with Beautiful.ai’s sales go to market presentation template with things like market size and trends, KPIs, and an actionable plan. A thoughtful sales go to market presentation can help teams understand buyer personas and how to position their product or offering when talking to prospective customers.  

Our sales go to market template can also help you identify your sales go to market plan and provide guidance to your sales team, evaluate target market and market trends, or share financial projections with upper-management and other stakeholders.

Case studies address consumer challenges and highlight the solutions your service or product can deliver. This kind of presentation helps instill confidence in your brand and convert prospective clients to paying customers. Include your company background, past customers, a product demonstration or video, and outline how you can provide each client with positive results. A quality case study presentation illustrates real-world success using data. Our case study template will help you keep your clients engaged while you show them potential business solutions in a polished and professional presentation.

Our case study presentation template can be used as an effective way to showcase your success stories, convert prospective clients, and up-sell current clients.

Sales proposal

Sale proposals are used to demonstrate how your business, brand, service or product will positively influence a buyer, partner company, or investor. For a sales proposal to be successful it must include a straightforward message, be visually impactful, and show specific stats or data that reference your company’s strengths.

A sales proposal template streamlines the creation process for your proposal slideshow. Rather than limiting yourself to a series of blank slides and adding copy and images as you go, sales proposal templates provide all the basic placement and design for you to fill with customized content.

A sales proposal template can be used for responding to requests for proposals (RFPs), communicating ROI to sales prospects, and pitching sales ideas, concepts, or strategies. 

Sales projection

A sales projection is the amount of revenue your business expects to earn in the future. Also called a sales forecast or a business forecast, a sales projection gives you insight into the short-term and long-term health of the company. A set of sales projection slides is essential for sharing the results of your calculations companywide. 

Use the sales projection presentation template to analyze the health of the company, compare projections to past sales numbers, or inform company operations.

Team stand-up

Make your daily sales meetings more effective by starting with a template that lets teammates easily track what's going on and how to best optimize processes. Our team stand up template is a pre-built, customizable presentation optimized for team meetings and collaboration. Your sales team meeting will run smoothly with an agenda slide, talking points slide, deliverables update slide and more to keep everyone organized and focused.

Use the team stand up template to keep team members on the same page about pending deals, get executives up to speed on recent sales’ numbers, and ensure everyone is on track toward larger goals or quotas. 

Jordan Turner

Jordan is a Bay Area writer, social media manager, and content strategist.

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9 Incredible Sales Presentation Examples That Succeed

In our analysis today, we’ll be reviewing the top sales presentation examples.

Why? Because customers want to understand how you’ll be able to add value to their businesses. As such, how you deliver your sales presentation in of the essence.

As tempting as it may be, you need to steer away from thinking of a sales presentation as a “pitch”. This is because, in baseball, the best of pitchers tend to strike batters out.

Since this is not something we want to do, we’ll look at creating convincing pitches that resonate and get hit right out of the park.

By the end of our review, you should have the tools you need to make that home run and meet all your goals.

What is a Sales Presentation?

Elements of a great sales presentation, 1. 21 questions, 2. clarify the priorities, 3. customer is always right, 4. moving pictures, why sales presentation is important for businesses/sales reps, 1. face-to-face, 2. engagement, 3. flexibility & versatility, 4. consistency, overview of the top sales presentation examples, 1. snapchat, 4. salesforce marketing cloud, 5. office 365, 7. immediately, 9. talent bin.

A sales presentation refers to a formal and pre-arranged meeting online or at a location where a salesperson gets to present detailed information about a product or product line.

A great sales presentation is one that endears a brand to prospects. For this to happen, you first need to ensure that it’s not purely focused on products. Rather, it should be tailored to connect with your audience.

The trick, therefore, lies in making your narrative compelling.

Living in the informational age has forced salespersons to change tack when handling customers. This is because more than ever, prospects have all the relevant data about what they want right at their fingertips.

As such, before you make your presentation, you need to first ensure that the information you have is relevant. You can then use that as a Launchpad to connect with prospects.

Importantly, you need to practice listening and avoid religiously sticking to a script before responding to objections.

Often times, salespeople tend to spend plenty of time preparing for what they want to say to customers. While this is perfectly okay, it’s also essential to dedicate enough time to draft the right questions to ask.

With an objective outline of questions, you may actually find yourself deeply engrossed in conversation with prospects.

If you find that prospects are not willing to fully confide in you, it’s good practice to tweak your setup with leading questions before tabling open-ended questions . The responses they share will be able to inform you on how to proceed with the interaction.

Before you begin your sales presentation, you need to first clarify what their priorities are. It’s also good practice to inform them that you’ll be making logical pauses during the presentation to query about what they think about certain points raised.

If you’re unsure about what kind of questions to ask, try to frame the questions from the prospect’s point of view.

Questions like, “How do you see that fitting into your existing process?” and “How does that compare to what you’re currently doing?” are great ways to frame your inquiries.

As always, the end-goal is to close sales. You can facilitate this happening by promoting engagement levels.

When handling prospects, it’s best to first talk more about them, and less about you. If you have prepared “about us” slides, then have them featured right at the very end of the presentation.

Ideally, you want to put more emphasis on your customers’ goals, expected outcomes, and then divulge how you’ll lead them towards success.

To further convince them to join your bandwagon, it’s important to showcase how others have benefitted from your initiative.

If a picture is worth a thousand words, then video is the real deal.

By incorporating videos as part of your sales presentation, you’ll be able to break the monotony that usually exists in text-only slides. While making your presentation, try to also walk about the room and engage your audience.

If you follow through on these steps, you’ll realize you have plenty of talking points throughout.

As a suggestion, try to also make a video about how you can aid your prospect’s company. It also wouldn’t hurt if you interview a couple of team members and hear their take on a range of issues.

As a salesperson, you can use sales presentations to inform, educate, inspire and persuade prospects to buy your products.

A well-crafted and detailed presentation can actually help a business reinforce its reputation and act as a showcase of the level of professionalism.

Before we list out a host of sales presentation examples, it’s best to first note that they are a great way to meet up with customers and prospects in person.

Through face-to-face interactions, you can build trust and reinforce existing relationships . When done right, you may realize an influx in the number of purchases after such meet-ups.

Sales presentations are great when it comes to audience engagement. This is because images have the power of captivating audiences while bullet points can help them follow the logic of the entire presentation.

By injecting theatre during the presentation, you can leave a lasting impact on individuals. This is quite in contrast than if you decided to just talk to them. This heightened sense of engagement is great since your message is properly relayed to your audience.

Sales presentations are fantastic because you can swiftly change up the content and make modifications on the fly. They are vastly better than printed mediums like brochures where you have to stick to the agenda and making tweaks is usually an expensive undertaking.

Presentations are also a versatile communication tool. You can employ them in one-to-one meetings or in large meetings that require you to make use of a projector. Alternatively, you can choose to expand your reach by making them available for online viewing and downloading.

Sales presentations offer you a structured way to communicate about different products, services, and companies.

If you’re working in an organization, you’ll realize that people in various departments are capable of communicating information in a consistent fashion.

Having revealed this, it’s worth pointing out that you need to make good use of bullet points/prompts to ensure that you always remain objective and stress on the key points.

Snapchat , the impermanent photo messaging app, is a big hit among millennials.

Having been conceived as part of a Stanford class project in 2011 under the initial name of Picaboo, it’s has quickly risen through the ranks. Today, it’s one of the most dominant social media platforms out there because it encourages self-expression in the here and now.

• From this sales presentation example, you can clearly see what Snapchat was trying to do. While a large portion of it is filled with fine print and explanations, they’ve divided it into major talking points that readers simply can’t miss. This strategy is great since it ensures even readers who simply want to skim through the content are able to catch all the highlights.
• Impressively, they also created content that resonates with prospects of varying levels of knowledge. This is a fantastic strategy since it increases the probability of closing a deal.

The self-proclaimed “front page of the internet” has been shaping trends for a good minute now. Eager to impress, the sales honchos at Reddit decided to go the sales presentation route and won hearts while at it.

• Reddit’s opening image of a cat riding a unicorn has great visual appeal and helps leave a lasting impact with audiences
• This is one of the best sales presentation examples because Reddit strives to remain objective and stick to its brand identity
• Reddit also makes great use of memes and pop-culture images to get their message across. This is a great strategy since Redditors love this kind of content. In addition, it helps the brand stand out from the rest because of the “X” factor in their presentation.
• The round data figures shared by Reddit are also striking since they help their audience to digest the information and get to thinking how a product/service can help them grow

This social media management tool gives you the freedom to manage multiple social media profiles in a single dashboard.

• Their sales deck is fast-paced and begins with them sharing how they have left an impact on the social media scene. This is a brilliant strategy since it helps audiences get a breakdown of the services offered without much ado
• In other slides, Buffer goes at length to share their milestones and how they’re planning to grow their reach in the years to come. This is one of the finest sales presentation examples because it’s systematic and they manage to bring the message home with every slide

Salesforce is renowned as being the driving force behind one of the world’s top CRM solutions, Sales Cloud. Through their ventures, they’ve been able to transform how enterprises (including fortune 500 companies), connect with clients.

• Salesforce crafted one of the best sales presentation examples because they were able to simplify the sale and help prospects further down the sales journey
• They also broke down the complex processes involved in simpler formats using visual diagrams and flowcharts
• By incorporating images and text overlay slides, Salesforce made a point of ensuring that you have a better understanding of what their services were all about

Microsoft’s subscription-based productivity suite is great for collaboration in the workplace. We’ve listed them out as one of the best sales presentation examples because they came up with a comprehensive layout that really spoke to the masses.

• The color scheme employed was in line with their productivity apps. By doing so, the designers sought to maintain synergy with the move acting as a clear show of consistency all around.
• The images used on every screen is a pointer to the fact that they have a dedicated team that aims to foster collaboration at the workplace. Commendably, the text sections also have a bright, vivid block of color to ensure clarity. This is a fantastic strategy since colors allow audiences to dart their eyes across the screen and focus on what really important

This end-to-end product management software comes in handy in supporting the product journey. If you’re a product manager, you’re surely going to love having it as a go-to tool since you have the power to convert great ideas into great products.

• The minimalist concept behind this approach makes it one of the most exemplary sales presentation examples
• The content layout is also super-duper. As you read through the informal tone, you get an impression that you’re actually conversing with a friend over coffee than actually sitting through a meeting getting pitched on why you should adopt a product
• The short sentences are also super engaging and the text in parenthesis gives you the impression that you’re actually getting the scoop on a trade secret

This fantastic platform was built with the sole intent of making the workplace a happy place to operate in. With Immediately, you get the opportunity to focus on the tasks that really interest you.

• By making use of stock photos and callout bubbles, Immediately perfectly illustrates various audiences’ pain points and helps create a sense of relatability
• There’s great personalization involved throughout the slides which helps the brand connect with various audiences. As a salesperson, you can borrow a leaf from this approach and embrace it to drive home the essence of your product.

Zuora is an enterprise software company does a great job of providing bespoke subscription-based services.

Through its ventures, the company has been able to produce one of the standout sales presentation examples. Here’s why we think they are definitely winning:

• Their presentation largely constitutes images and minimal text with thought-provoking facts
• The backgrounds are laden with images. This is a masterstroke since it helps personalize and distinguish the brand from the competition.
• The wordplay is excellent and the imagery used gives you a contemporary feel about things. This is perfectly in line with their brand message of how important it is to adapt to the times. If you think that they can help you position yourself in the market, then, you need not look further!

This online applicant sourcing and tracking software enables organizations to discover top talent by gathering implicit data from a large pool.

• Great graphical layout and use of white space to represent numbers. The colors incorporated are quite brilliant and go a long way in telling the narrative.
• The bulleted points have greatly help compartmentalize detailed content. You can implement this same approach if you’re looking to ensure that your audience follows the message.
• Compelling imagery is used to convey their brand message and compel prospects to take up their services

So there you have it. We’ve highlighted nine of the top sales presentation examples to get your creative juices flowing.

Hopefully, you’ll be able to convert more prospects into paying customers !

Do you think there are some sales presentation examples we’ve missed?

Which ones do you fancy?

Let us know in the comments section below!

Jack is known for leading the charge in sales innovation. He has a proven track record of working with top organizations to help them integrate social into their traditional sales process.

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How to Craft a Sales Presentation Outline (+ Examples)

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A sales presentation outline is an ideal flow of talking points that guides the creation of the spoken part of a sales presentation, which is often supported by a visual sales deck. To allow for personalization, outlines contain both pre-written language and prompts. Most sellers use outlines as templates for longer, in-depth presentation scripts that they create for each new prospect. The outline ensures that you hit key talking points in the right order.

Sales Presentation Outline Key Components

A typical sales presentation outline for effective lead nurturing includes small talk and introductions, agenda-setting, problem analysis, solution and benefits, social proof, and a call-to-action. Solid outlines will promote around 20–30 minutes of presenting time. Depending on the salesperson and their unique situation, an outline might expand certain components into multiple components, add components, or exclude some entirely.

This outline is what you get when you boil down all the great outlines to their fundamental parts:

Small Talk & Intros

Agenda-setting, problem analysis, solution & benefits, social proof, call-to-action.

For around 3–4 minutes, engage in light conversation and introduce yourself and your company to the prospect. Ask questions about their work, life, vacations, or anything else they’re interested in. Tell them about your credentials and your company’s mission and ideal customers.

In 1–2 minutes give the prospect a high-level overview of what topics you’re going to cover during this presentation. At the end, ask them to confirm that they agree to the structure as you’ve laid it out.

Spend 5–10 minutes analyzing the prospect’s major problem. Name their main pain point or challenge, then state its underlying causes and costs. Also, agitate the pain by explaining the negative consequences of letting it go unsolved.

For 5–10 minutes, introduce your product or service and explain how it works to solve the prospect’s problem. Then state the relevant benefits the prospect will get if they buy the solution and eliminate their issue. Focus on features or services that directly relate to their needs.

Use 3–5 minutes to establish some credibility by sharing customer success stories, case study findings, or testimonials. Choose social proof that involves a customer that has a similar business type as your prospect and experienced similar hurdles and roadblocks.

In 1–2 minutes, summarize what you’ve covered, and then tell the prospect what the next steps would be if they wanted to move forward. Ask them to take these next steps with you, and give them a strong reason to do so.

To see how a salesperson might change the components to fit their specific needs, imagine a software sales rep expanding the “describe your solution and its benefits” section into three parts: “present solution,” “give demo,” and “give user a trial run.” As you create your own general outline, make it work for your most common presenting scenario, and perhaps create a few others for less common scenarios, be it competing against another provider or upselling a client.  

How to Create Your Own Sales Presentation Outline

There are concrete steps to follow to draft a 1–2 page, customizable sales presentation outline that you can use as the ongoing foundation for all your personalized sales presentation scripts. The steps include picking a product or service, adding small talk prompts, writing an introductory statement, and crafting sections for agenda, problem, solution, social proof, and call-to-action. Read on to learn how to do each step. Note that the steps below follow the components above.

1. Pick One Product or Service

Choose one of your product tiers or service lines for your sales presentation outline. This enables you to write more language that you can simply copy and paste into the custom-tailored scripts. For example, in the solution section of the outline, you could write three sentences describing this specific product tier. And you won’t have to change that for each new prospect you present to. This means that you should create one outline for each product or service.

2. Provide Some Conversation Starters for Small Talk

Sometimes small talk flows naturally in the first few minutes of a sales presentation. Other times, you’ll need to get things going with some surefire conversation starters. To avoid encountering any brain freezes or awkward silences, use the small talk section of your outline to list 3–4 potential questions that you can ask your prospects to initiate small talk. Industry news, hobbies, or their current business ventures are often the safest topics.

Here are some examples of customizable questions to put in a sales presentation outline:

• As a {Job Title} , I’d love to hear your thoughts on {Recent Industry News or Event} .
• So you’re from {Location} . Is it fair to assume you’re a {Sports Team} fan?
• Last time we spoke, you were working on {Project} . How’s it going?

While preparing for a presentation, choose the prompt that will work best for the specific prospect. Researching their social profiles will provide you with some guidance. For example, you might find that the prospect has been posting on Twitter about their sports team. If that’s the case, use the sports conversation starter for your personalized sales presentation script.

3. Create Your Introduction Statement

Your introductory statement will likely remain the same for most of your prospects. This is where you tell your prospect about your company and yourself as a representative or owner of that company. This section gives the prospect context, which helps them understand the more complex subject matter you’re going to present to them later on in the presentation.

Here are the barebones of an effective introduction for a sales presentation outline:

• Segue: Transition out of small talk by saying that you want to respect their time, then thank them for attending.
• Your Professional Bio: Tell the prospect your name, title, experience in the industry, and relevant credentials.
• Your Business Bio: Share your business’s name, how long it’s been in business, and one line explaining what the company is (e.g., a renowned real estate brokerage).
• Why Customers Come to You: Name 2–3 of the major challenges that inspire customers to come to you for help.
• Quick Overview of How You Help Them: Briefly explain what your business provides and how it solves these challenges.

When personalizing this part of the outline for a particular prospect, you might change little things to make it more relevant and interesting to them. For example, you could exchange one of the common major customer challenges for one this specific prospect is suffering from. But, for the most part, it won’t change much, so it’s worth committing it to memory. 

Below is an example of an introductory statement you’d find in a sales presentation outline:

“As much as I’d love to keep chatting about {Small Talk Topic} , I want to be respectful of your time and begin the presentation, which I thank you all for attending.

First, I want to share a little about myself. My name is Sam and I’m a sales executive here at Stingray Dealers. I’ve been working in the marine conservation space ever since I graduated college with my marine biology degree four years ago. Since then, I’ve been awarded best aquarium consultant for three years running.

Our 10-year-old company, Stingray Dealers, is a renowned aquarium provider of the rarest and most endangered stingrays.

Aquariums often come to us because they’re sick of getting nothing but round rays from their providers and because they’re struggling to keep their stingray petting area stocked with a variety of rays.

That’s where we come in. Thanks to our cutting-edge diving equipment, relations with wildlife protection agencies abroad, and ray-based sonar, we’re able to provide a steady flow of the most desirable rays in the sea, and at incredibly affordable rates.”

After delivering a solid introduction and providing your prospect with some context, it’s time to set the schedule for the rest of the presentation.

4. Write Your Agenda Section

The agenda section of your sales presentation outline is where you’ll give your prospect the outline of the remainder of the presentation. You’ll set their expectations and give them a sense of direction so that they don’t feel like they’re in the dark. The agenda section includes a segue into the agenda, a structure preview, and a request for the prospect to commit. It should also have plenty of prompts for personalization.

Here are the core parts of any solid agenda section for a sales presentation outline:

• Segue From Introductions: Thank them for listening to your introduction and tell them you’d like to set an agenda for the day.
• Share the Presentation’s Structure: Briefly explain what you’ll cover during the presentation.
• Ask Them to Commit: Check with your audience to see if they’re okay with the agenda you’ve created.

If you wanted to really hook the prospect, you could also make a promise to create some suspense, like “at the end of this presentation I’ll also reveal the most important habit that leads to success in this industry, based on hundreds of interviews with our customers.” Only do this if you do have something absolutely astonishing to share with your prospects. Otherwise, you’ll risk letting them down at the end.

Below is an example of an agenda section you could see in a sales presentation outline:

“Thank you all for listening to my spiel. Now I’d like to get things rolling with an agenda. Over the next 30 minutes, I plan to show you why we’re the right fit to help you {Prospect’s Goal} .

I’ll start by explaining the causes and consequences of your major issue, {Prospect’s Problem} . Next, I’ll give you an overview of our solution, {Your Product or Service} , and explain how it will help you overcome your challenge. From there, I’ll share a few success stories about customers like you, and then we’ll open the floor for questions.

How does that sound?”

After the prospect agrees, you can start to dig into their issue and reveal to them just how serious it is, not to mention how well informed you’re about it.    

5. Craft Your Problem Analysis Section

The problem section of your sales presentation outline is going to change almost entirely from prospect to prospect because each potential customer will have a different combination of issues, related costs, and underlying causes. Nevertheless, your outline should provide some helpful guidance for writing your more detailed script by giving you a structure to follow.

Here are the major components of a problem analysis section:

• Name the Major Problem or Challenge: Describe the most pressing problem that the prospect has shared with you.
• Share the Problem’s Underlying Causes: Based on your analysis, share 2–3 things that you believe are causing or contributing to the issue.
• Describe the Costs of Not Solving the Problem: Share 2–3 negative consequences of letting the problem go unsolved. In other words, irritate the pain.

By proving to the prospect that you’re knowledgeable about the nature of their problem, you’ll win their trust, and they’ll be more likely to give heavy consideration to your proposed solution. Again, this section of the outline is more so steps with a bit of advice than pre-written language. That’s because it has to be extremely flexible.

Here’s an example:

“From our previous discussions, I learned that your company’s major problem is {Major Problem} . Based on our years of experience working with other {Company Type} and what I know about your business processes, it seems like the causes of this issue are {Underlying Causes 1 and 2} . We’ve had customers who came to us a long time after this issue arose and by then they were suffering from {Cost of Not Solving the Problem ASAP} .”

Now that the prospect is convinced that their problem is something they need to solve quickly, it’s time to begin telling them how you’re going to fix it for them. 

6. Draft Your Solution Section

The solution section of your sales presentation outline is where you introduce the product or service that will help your customer solve the problem or challenge you analyzed in the previous section. You tell them what the solution is, how it works, why it solves the issue, and the benefits the prospect will receive if they buy it.

Here are the main subsections of an effective solution section:

• Solution: Name the product or service and tell your prospect the unique selling proposition .
• Why It Solves the Issue: Explain the features or services that will eliminate the main causes of the prospect’s major problem.
• Benefits: Share 2–3 positive results that the prospect will experience if they choose to purchase the solution.

The first paragraph of this section, introducing your service, can be reused without adjustment from customer to customer, especially since this outline is for one specific solution. Of course, the middle bullet, how it relates to the specific prospect’s issue, will change, so that part should include prompts for personalization. When you write a script for a presentation, you may also alter how you describe the solution or which benefits you list based on the prospect’s interests.

You can see what we mean in this sample solution section:

“Stingray Dealers offers an annual stingray replenishment service that comes with ongoing care. Unlike other dealers in the space, we consistently check on the stingrays to ensure they’re happy and well taken care of.

As for your problem with {Prospect Pain Point 1} , {Service 1} will take care of that by {How Service 1 Solves Pain Point 1} . Furthermore, {Service 2} will help you eliminate {Pain Point 2} by {How Service 2 Solves Pain Point 2} .

With us, you’ll experience {Benefit 1 Prospect Desires} and {Benefit 2 Prospect Desires} . We think this will also help you reach your {Want/Need/Goal} .”

At this point, your prospect is probably excited about the idea of working with you, but still a bit hesitant because words are cheap. In the next section, you’ll prove your claims are sound.

7. Create Your Social Proof Section

In your outline document, write a brief transition and then include links to several social proof options, such as case studies, testimonials, or customer success stories, which display customers succeeding with your chosen product or service. This way, when you create a personalized presentation script, you can quickly choose the 1–2 social proof options from the outline that will most relate to and impress your current prospect.

If you want to get ahead of the game, we recommend also writing out a short summary of each success story or case study so that you can easily copy and paste it into your personalized sales presentation script. And for easy reference, consider labeling the social proof based on the type of company rather than the company name. For example, Enterprise Client Case Study will likely mean more to you when drafting a presentation script than Carlisle LLC Case Study.

Here’s an example of what a social proof section might look like in a sales presentation outline:

“So, we’ve told you what we can help you achieve with our stingray replenishment service. I find that it always helps to hear about how others have used the service successfully. So I’d like to briefly walk you through two case studies about clients who, just like you, were {How the Companies in the Stories Are Similar to the Prospect} .

• Aquarium Company Case Study: The Denver aquarium came to us back in May 2022 because attendance was down 31% from last year and they wanted to open a new stingray exhibit and use it as a promotion. We were able to provide them with 6 different types of stingrays, 2 of them extremely rare, and directed them on how to set up the exhibit to optimize the attendee and stingray experiences. Within four months of establishing the exhibit, it had become the most popular at the aquarium, and one year after finishing the exhibit, their ticket sales had increased by 65%.
• Marine Bio Research Facility Case Study: Write a summary like the one in the first bullet point.
• Pet Store Business Case Study: Write a summary like the one in the first bullet point. ”

After sharing some ways that past clients have benefited from your business, it’s time to push the deal forward with a call-to-action.

8. Write Your Call-to-Action

Next, write a call-to-action (CTA) in your outline. In a sales presentation, salespeople typically ask leads if they’re ready to see a proposal. But it differs based on your sales process . Regardless of your ask, it should be clear and straightforward so that your prospects know exactly what you want them to do. It should also be enticing. Give your prospects a reason to take the next steps with you by mentioning the benefit of doing so.

Here are the components of a successful CTA section of an outline:

• Presentation Summary: In a few sentences explain their main issue, the product or service that will enable them to solve it, and the overarching value you’ll deliver.
• Next Steps Request: Tell the prospect what they should do next if they want to continue evaluating you as a provider or partner. 
• Presentation Closing: End the presentation by thanking your prospects for attending, then tell them the floor is open for questions.

Summarizing the presentation and your findings prior to delivering the CTA is important because it reminds prospects about all the great things you can do for them. And the reason for not ending at the CTA is that most buyers expect to be able to ask some questions, but some might not do so unless you give them permission first. The close section allows you to give the green light and end the presentation on an upbeat, less salesly note.

Here’s an example of a call-to-action section in a sales presentation outline:

“Today we’ve learned that Stingray Dealers can help you overcome {Prospect Problem} and give you {Value Proposition} .

If you’re ready to join hundreds of other satisfied businesses and start wowing customers with the most amazing stingrays, please tell me at the end of this presentation. I can then give you pricing and we can go over the best service package for your company.

And with that, I want to end today’s presentation. Thank you all for the gift of your attention. I now want to hear from you. Do you have any questions about our company, service, or anything else?”

Keep in mind that this is for creating an outline that follows our basic sales presentation outline structure. You can include other sections like “pricing” or “industry trends” if that better suits your needs. For other sections to include, see the outlines in our article sales presentation templates .

3 Tailored Sales Presentation Outline Examples

Below are three sales presentation outline examples: brand competition, B2B, and B2C services outlines. Unlike the examples in the steps above, these don’t include pre-written verbiage. Instead, they’re structural outlines that help you see how different presentation situations call for different combinations of sections. In practice, you’d write out pre-written language for each section (bullet) — refer to the section examples in the steps above to see how, then keep reading below.

Sales Presentation Outline for Winning a Competitor’s Customer

Who Should Use It: Sales professionals who are presenting to a prospect that’s currently working with a competing brand.

Why It Works: This outline structure includes sections like “competitor analysis” and “differentiators,” which serve to show the prospect why your solution is a better choice for them than their current provider’s.

• Small Talk and Introductions: Open with some friendly conversation and introduce your company in a way that sets it apart from the specific competitor.
• Agenda: Tell the prospect what you’ll cover today and what you think they’ll get from attending.
• Goal Analysis: Review what the prospect has told you about their current goal and explain why they’re failing to reach it.  
• Competitor Analysis: Share a few reasons why their current provider is incapable of helping them reach this goal.
• Differentiators: Explain a few ways that your company is different from the competitor and why these differences make you better suited to help them.
• Solution and Benefits: Describe your product or service, explain why it’ll help them get what they want, and name 2–3 benefits.
• Customer Switch Success Story: Tell a story about a customer who left the competitor to work with you.
• Call-to-Action: Close out the sales presentation and ask the prospect to take specific next steps with you.

B2B Sales Presentation Outline Example

Who Should Use It: B2B salespeople who want to challenge their prospects to think differently about their industry.

Why It Works: This presentation outline is designed to position you as an industry insider with big ideas that are going to dramatically improve the company’s operations, revenue, or whatever metrics your solution will affect.

• Small Talk and Introductions: Talk a bit, then share a bit about you and your business and ask attendees to introduce themselves by stating their job title and name.
• Agenda: Tell your prospect(s) the structure of the presentation and build up some excitement by promising to share a unique idea for how to capitalize on a trend.
• Industry Trend: Explain an industry shift (e.g., Gen Z starting to buy homes) and how it will impact this specific business and its place in the market.
• Opportunity: Describe an opportunity (e.g., start building relationships with Gen Zers through social) that this shift opens up and stress the importance of seizing it.
• Promised Land: Tell them all the great things that will happen to their business if they successfully take advantage of this opportunity.
• Your Solution: Explain how your solution will help them make the most of the opportunity and reach the promised land.
• Case Studies: Reveal a case study about a company that successfully used your solution to transform their business in a previous period of industry change.
• Call-to-Action: Make a confident statement about your ability to help and ask them to join you. Then open the floor for questions.

B2C Service Sales Presentation Outline Example

Who Should Use It: Sales professionals who are presenting a service such as landscaping, insurance, or financial advisory to individuals.

Why It Works: This sales presentation outline makes the prospect trust you as an expert by giving them transparency into your service and its pricing and by sharing success stories and your professional opinion about their goals.

• Small Talk and Introductions: Talk about the individual’s hobbies or relevant news. Share your credentials or rewards.
• Agenda: Give an overview of the different sections of today’s presentation. Ask them to confirm that this sounds like a solid plan.
• Goal Analysis: Review their reason for evaluating your business and make them feel like you can get them to their goal.
• Challenge Analysis: Describe the major pitfalls you expect they’ll encounter on their way to reaching their goal.
• The Plan/Process: Lay out your plan step by step for how you are going to help them overcome these challenges and reach their destination.
• The Service: Describe your role in this plan and tell them what services you’re going to provide and how the relationship will work.
• Success Stories: Share stories about customers you’ve helped. Pull up evidence to back up your claims, in the form of data, quotes, photos, etc.,
• Pricing: Review the pricing tiers of your service and explain which one you think is best for them based on their situation and needs. Tell them the second best option as well.
• Call-to-Action: Share your unique selling proposition, review the presentation’s key points, and ask them if they’d like to learn more about your service.

When you start with a basic outline like the ones above, and then expand on them by adding exact language and prompts for personalization, you’ll end up with a carefully considered, well-structured sales presentation outline that you can use over and over to succeed.

Top 5 Benefits of Writing a Sales Presentation Outline

Writing and using a sales presentation outline provides you with various benefits, including faster sales presentation preparation, never missing the main points, giving prospects a better experience, making your presentation process testable, and easily training new salespeople. Let’s go over each advantage a bit more in depth.

Save Time Preparing for Sales Presentations

With a sales presentation outline, it’s easy to sit down and craft a more personalized sales presentation script for each particular prospect. You already know what to say, and in what order to say it. Now all you have to do is elaborate on each part of the outline and make it relevant to fit the prospect’s unique situation. This will cut presentation preparation time dramatically.

Always Hit Your Critical Talking Points

Without a sales presentation outline, you might write a script that leaves out a key component, whether that’s a statement about pricing or an introduction to your business. This can hurt your chances of closing the sale. The outline, which tells you what to write, and therefore what to say during your presentation, ensures that you never miss the most important points.

Improve the Prospect’s Experience

When you know the overarching structure of the spoken part of your sales presentation, you can easily share that information with your prospects by putting the outline on one of your sales deck slides you have up during the agenda-setting portion. When prospects know what’s coming and where the conversation is headed, they’ll feel like they have some control.

Create a Testable Sales Presentation Process

When you have a presentation outline that you use repeatedly, you can start to test it against outlines with slight variations. For example, you could give 50 presentations with an introduction section and 50 without, track the average closing rates for the two groups in your CRM software , and find that the outlines with no intro section were 34% more effective at securing a next step. Consistent testing allows you to steadily march towards an optimized outline.

Easily Onboard New Sales Reps

There’s so much to learn when a new rep joins a team, so it’s important to do everything you can to get them up to speed quickly. By handing them a copy of your team’s sales presentation outline, new sales reps can easily learn your team’s sales presentation process. Right away they can start crafting well-structured spoken portions of their sales presentations.

Crafting a sales presentation outline makes the whole sales presentation creation process less time intensive, and it helps the delivery of your presentation come off as more persuasive and deliberate.

Top 4 Tips for Drafting a Sales Presentation Outline

There are some best practices you can follow to produce the best possible sales presentation outline. They include using your customer profile, building more than one outline, studying great sales presentations, and getting peer feedback on your outline. Below we’ll expand on each tip.

Reference Your Customer Profile

Keep a copy of your customer profile next to you or on your computer while you create your sales presentation outline. This ensures that the language you use speaks to your target audience’s specific concerns and interests. Whenever you write a sentence, section, or prompt, ask yourself how your ideal customer would respond.

Create Scenario-Specific Outlines

Consider creating a separate outline for each of your most common presentation scenarios. For example, one salesperson might create a generic outline along with one for upselling current customers and one for stealing prospects from a competitor. Each one might have a different mix of sections. For example, the competitor stealing outline might include a competitor analysis section, whereas the generic presentation outline does not.

Watch Great Sales Presentations for Inspiration

If you’re struggling to figure out the ideal structure or verbiage for your outline, watch some sales presentations online or shadow a fellow rep’s presentation to a prospect. You’ll likely discover new turns of phrase, presentation sections, and rhetorical techniques that you want to include in your own outline. To get started, check out our article breaking down some exceptional sales presentation examples .

Get Feedback on Your Outline

Show your finished outline to 1–2 salespeople you respect and ask them to tell you if anything needs work. We can all too easily fall in love with our creations and become blind to any gaps or errors. Getting feedback will help you fine-tune your outline so that it’s as persuasive as possible.

Creating a sales presentation outline should be a careful and considered process. The outlines will serve as the starting points for every in-depth presentation script you write. An outline is a script’s parent. If the outline is shabby, so is the script, as well as the spoken portions of your presentations.

Frequently Asked Questions (FAQ)

What’s the difference between a sales presentation outline & sales deck template.

The sales presentation outline is a structure of talking points that guides the verbal part of your sales presentation. The sales deck template, on the other hand, is a set of slides with some pre-written language and some blank prompts — having one enables you to quickly build personalized slide decks, the visual backdrop to sales presentations. Together, the sales presentation outline and sales deck template make up the overall sales presentation template.

Bottom Line: Sales Presentation Outline

Having a sales presentation outline saved on your computer streamlines the preparation process for your sales presentations. Instead of starting from scratch, you have a structure to follow and some pre-written language that works on all prospects. Writing the tailored script will take minutes instead of hours. Next, check out how to create and give a sales presentation , where we teach you how to build out a personalized presentation for one specific prospect.

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Home Blog Business How to Create a Winning Sales Plan Presentation

How to Create a Winning Sales Plan Presentation

As sales professionals, you are used to writing sales plans, but presenting them to stakeholders is a different story. People in your organization, including executives and decision-makers, often possess high-level industry knowledge and business acumen. They are also incredibly impatient and don’t have time to sit for long presentations. Therefore, your sales plan presentation should go beyond mere information-sharing; it should be about aligning your sales plan with their existing understanding concisely and time-efficiently.

In this article, we will guide you through the process of creating a presentation material based on your sales plan. Expect useful presentation templates along the way!

Table of Contents

Key Elements of an Effective Sales Plan Presentation

Executive summary, goals and objectives, market analysis, sales strategies and tactics, financial projections, contingency plan and risk management.

• Tips for Sales Presentations

Preparing your sales plan presentation parallels your steps when writing the document. After all, your goal didn’t change; that is, to spell out the objectives, strategies, and implementation measures guiding your sales efforts.

Your sales plan presentation should cover the following elements.

Let’s discuss each component in detail.

An executive summary is the preface to your larger sales plan document, so it should also precede the body of your sales plan presentation. This slide provides a concise overview of the entire sales plan, including your objectives and strategies, setting the stage for what’s to come.

Normally, executive summaries are written in paragraph form proportionate to the report’s length. But it is different when it comes to PowerPoint presentations. Executive summary slides should be visually dynamic to draw the audience’s attention to the most critical information of the report. 

Here’s an example of a sales plan presentation’s executive summary slide . Note that the following slides outline a hypothetical sales plan for FreshBite Delivery, a fictitious company. The data and market trends presented in this example are for illustrative purposes only and do not reflect actual market conditions.

Following the executive summary is a slide/s that outlines the goals and objectives you want to achieve with your sales efforts. Depending on the size of your organization, this part might cover the specific goals of each department involved in the sale. Imagine being in a larger company; different groups might work parts of the sales process. So, you’d discuss the goals for each of those groups. 

You may talk about when you expect certain things to happen as well. Like, when do you plan to reach certain milestones? For the employees, this helps create a clear line of sight between the goals and their day-to-day work. For decision-makers, this shows where the sales plan is taking the company.

Let’s continue our FreshBite Delivery sales plan and see what a Goals and Objectives slide may look like.

Presenting the findings of your market analysis activity holds significant importance in proving the validity of your chosen sales goals and strategies. Your market analysis presentation builds confidence among decision-makers that your approach is grounded in a solid understanding of the market’s realities. Through this section, you can also address a crucial concern they often have: whether there’s a genuine demand or space for your products or services.

There are several market analysis templates you can use, but the best ones should allow you to do the following:

• Assess available market factors (e.g., volume and value)
• Identify and quantify target customer
• Identify competitors

For example, FreshBite Delivery’s market analysis presentation could include a slide dissecting the market segments they can turn into customers.

Another option presenters can consider is using a Perceptual Map to present the company’s position against competitors in the same market.

Now, it’s time to get into the nitty-gritty of your presentation by talking about your sales strategies and tactics. This part is the heart of your presentation, where you’ll outline the key activities you intend to implement to achieve your sales goals.

So, what should a sales strategy slide include? It should typically answer the following questions:

• How will we reach our target customers?
• Who is responsible for what?
• What’s the timeline for implementation?

Reaching Target Customers

This section zooms in on the methods and channels you’ll use to connect with your intended audience. Can you leverage social media, email campaigns, direct sales calls, or a mix of these approaches?

For example, the sales and marketing team of FreshBite Delivery may launch targeted advertising and search engine marketing campaigns to reach potential customers. They may also offer subscription discounts for long-term commitments to encourage repeat orders. All of these strategies are in line with their sales goal of increasing their monthly revenue.

Presenting the Team

In your presentation, it’s also important to identify the individuals or teams who will be accountable for different aspects and execution of your sales plan. You’ll want to showcase the connections between individuals and their driving strategies. This demonstrates the coordinated effort that’s underway. Whether it’s the marketing team spearheading digital advertising or the customer support team nurturing customer relationships, this alignment of roles is the backbone of your sales success.

Setting Timelines

In this timeline slide , you will outline the actionable tasks contributing to achieving your sales goal with a clear completion timeline. Each task would be accompanied by its responsible party, a brief description, and a specific completion deadline. You may also list the activities in a way that assumes logical dependencies between tasks. 

When presenting your sales plan to stakeholders, you outline your company’s growth roadmap. However, numbers speak louder than words, and a well-crafted financial projection serves as a quantitative validation of the strategic path you are advocating. This projection offers a calculated glimpse into the financial outcomes your sales initiatives are poised to generate.

In this section of your presentation, you may include the following:

• Sales Revenue Projection – an estimate of your expected sales revenue based on your sales strategies, market demand, and historical data.
• Sales Growth and Market Trends –  anticipated market growth rates and trends that could impact your sales.
• Cash Flow Projection – a breakdown of the inflow and outflow of cash over a specific period.
• Break-Even Analysis – the point at which your total revenue equals your total expenses.
• Churn Rate – the proportion of customers who are leaving.

A sales plan aims to provide your organization with a systematic approach to achieving your revenue goals successfully. However, unforeseen incidents may catch you off guard and disrupt your plan’s progress. It’s paramount to let the stakeholders know that you have a “Plan B.”

According to Forbes Advisor , a contingency plan is a plan that will guide how your team should react to factors that interrupt the normal course of business. On the other hand, risk management is a broader approach focused on identifying and mitigating potential risks before they materialize into disruptions. Both concepts are crucial components of a sales plan.

Here’s a sample presentation of a contingency plan and risk management strategy for our made-up organization, FreshBite Delivery.

Tips for Sales Plan Presentations

1. keep your presentation concise.

When you present a wordy slide during a sales plan presentation with the stakeholders, a lot can go wrong. They may inadvertently read ahead or, worse, lose interest in the presentation altogether. Hence, you need to make a conscious effort to prioritize brevity and clarity in your slides.

One technique that can help you in this regard is the 1-6-6 rule, which suggests that there should only be one main idea for each slide, a maximum of six bullet points, and six words per bullet point.

Guy Kawasaki, on the other hand, suggests that an engaging presentation consists of no more than 10 slides, lasts no longer than 20 minutes, and is no lower than 30 points in size. This is known as the 10/20/30 rule of presentation .

2. Use Graphs, Charts, and Infographics

Sales plan presentations often include data-heavy information that visuals can convey more effectively than words alone.

For example, you can use a bar chart to compare revenue growth over quarters or a pie chart to showcase the percentage distribution of customer segments. You may also utilize a sales funnel to visualize the customer journey and the strategies you must implement for each stage.

Visual representations can simplify complex data, enhance comprehension, and make the information more engaging for your audience.

3. Create Narratives to Connect with the Audience

Stories are one of the most engaging ways to grab an audience and gain support for your strategies in the context of a sales plan presentation. A well-crafted story can illustrate the rationale behind your proposed plan and emotionally connect stakeholders to your vision.

Instead of directly stating your resource requirements, for example, you can weave a story highlighting employees’ challenges in completing a transaction. This demonstrates how these challenges affect revenue and explains why you need more resources to do better.

4. Anticipate Objections

Facing objections during a sales plan presentation can be nerve-wracking, but you can also use them to strengthen your case and increase stakeholder buy-in.

When faced with customer objections , what you need to do is to respond to the real issue. Shift the conversation towards potential solutions and showcase how your strategies address the concerns. Support your response with concrete evidence to add credibility to your arguments.

So, if a stakeholder objects to the potential risks of entering a competitive landscape, highlight your risk mitigation plan and cite market trends to prove that your strategies are grounded on tangible data.

5. Send Follow-Up Info

The next crucial step is to maintain momentum and solidify the impact of your presentation, which you can do by sending follow-up information.

You can start your follow-up email by thanking your audience and concisely summarizing the main points discussed in your presentation. You may also further address objections and reiterate how your strategies solve those concerns.

Don’t forget to attach the complete sales plan document to your email so your audience can revisit and study the content.

Crafting an effective sales plan presentation is paramount for achieving support and buy-in from your organization’s decision-makers. By meticulously analyzing market trends, setting clear goals, and transforming them into insightful presentation materials, your presentation becomes a potent tool for engaging stakeholders and realizing organizational objectives. Our presentation templates can help you level up the clarity of your proposals necessary to secure the backing you need for successful implementation.

1. Simple Executive Summary Slide Template for PowerPoint

You don’t have to go overboard to express the Executive Summary in a Sales Plan Presentation. Work with this visual one-pager slide with three colorful sections to showcase the main business objectives. Clipart icons help to add value to your presentation as visual cues of what the objective is oriented.

Use This Template

2. Executive Summary PowerPoint Template

The Executive Summary slide used in the case study of this guide can be part of your upcoming sales plan presentation. This highly visual template is intended for QBR presentations, as it summarizes the business plan’s milestones, a market analysis, and strategies, and you can even include the company’s vision and operational processes.

Work with the included icons, and resize or reorganize the elements listed in this 100% editable executive summary slide deck.

3. Perceptual Map PowerPoint Template

A selection of 3 layouts to express a Perceptual Map in your sales plan presentations. Using this tool, you can instantly map companies in how they rank according to two key attributes – such as price and quality.

This perceptual map template helps companies understand where their product or service stands in the market compared to other industry actors. Edit the included icons in terms of size, color, and positioning in just seconds.

4. Brand Positioning Map PowerPoint Template

An alternative to express a brand’s stance in the market, use this Brand Positioning Map PowerPoint template to analyze and present your brand against competitors in the same niche according to two ranking metrics. This two-axis map is expressed through multiple formats, such as a simple map diagram, a 3×3 matrix, a multi-map layout, and more. You can edit all details in this template, such as shapes and colors used to represent brands and their overall position.-

5. Member Profile PowerPoint Template

Introduce your team in a detailed format by highlighting their core skills in relation to your company’s sales plan. Using our Member Profile PowerPoint template, we can ditch the dull org chart slides and get your team closer to stakeholders in a layout resembling a website or social media profile.

Try and edit these 3 creative meet-the-team slides, and tailor their color scheme to your branding requirements in just a couple of clicks.

6. Editable Gantt Chart for PowerPoint

Express deadlines, overlapping tasks, and dependencies by using an elegant and simple Gantt Chart Template for PowerPoint. This fully editable template shall help you represent your tasks by using three main properties: Start Date, End Date, and Task Curation Percentage.

This template allows full customization of color, shape sizes, task count, time period, etc., to help presenters narrow down the core areas of their projects in an efficient format. Using a two-tone bar, this Gantt Chart stands out as a sort of 3D graphic, making it an attractive visual asset for your presentation.

7. Financial Projections & Key Metrics Template for PowerPoint

Represent the numbers managed in your financial projections in a visual format. This Financial Projections & Key Metrics Template for PowerPoint uses a table format that is fully editable to cover as many years as required or even lists other metrics than Customer Number, Revenue, Expenses, and Cash Flow.

Easy to update, the pre-made slides cover 2-year, 3-year, 4-year, and 5-year plan projections.

8. Sales Action Plan PowerPoint Template

Use this Sales Action Plan PowerPoint template to turn your sales goals into an actionable plan. The template features two slides with 3 columns for different sales channels: In-Store, Online, and Wholesale. Each slide is a variation of the layout, either in vertical or horizontal format.

List down the core elements of your action plan according to your KPIs, and measurement parameters like projected sales, deadlines, distribution strategy, and more.

9. 30 60 90 Days Plan Timeline Template

Your sales plan presentation can feature a 30-60-90 days Plan Timeline Template to express short-term actions and when is the expected deadline for them. We list five different layouts for this purpose, so presenters can easily adapt these slides to their graphics style.

10. Creative TAM SAM SOM Slides Template

An alternative to this article’s TAM SAM SOM slide, this pyramid format presents the market size subsets in a funnel layout. The usage of this tool is relevant to any business size but particularly relevant to small business owners to initiate their operations with the right selling strategy.

Use this template today and smartly create lead-generation strategies with these insights.

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Presentation Approaches, Sales Filed under Business

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Sales Reports Powerpoint Presentation Slides

Deliver sales presentation with confidence with this Sales Reports PowerPoint Presentation slide. This 65 designs PPT template has been designed for the use of sales managers and executives. Every quarter you have to present your sales report with senior management team. This multipurpose presentation deck ensures that you don’t miss out on anything important it contains all the essential information which you need when you have to pitch in front of your team. Certain aspects related to sales such sales performance, reports, review are included in this deck which gives you the liberty to save your valuable time and effort which you may have to spend while working on the complete deck. A sales report includes a record of products sold during the specific timeframe by the organization and highlight the sales volume observed per item or group of items. In this PowerPoint deck, all basics related to the sales are covered and that will provides a much needed boost to the sales person as all what is required is to edit the data, make changes in the text, add and remove any slide that you require and then share it. Drive away dark clouds with our Sales Reports Powerpoint Presentation Slides. Endeavour to make it bright and clear again.

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PowerPoint presentation slides

Presentation examples are harmonious with Google slides. Adaptable to share in widescreen view as amazing picture quality. Well-crafted and easy to portray without any inconvenience. Simple to save into JPEG and PDF document. PowerPoint guide quickly downloadable.  Convenient to amend color, text, font and shape. Similar designs accessible with different nodes and stages. Expediency to include business insignia and logo design

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• Business Slides , Flat Designs , Concepts and Shapes , Complete Decks , All Decks , Finance and Accounting , Marketing and Sales
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Content of this Powerpoint Presentation

Slide 1 : This slide introduces Sales Reports with imagery. State company name here. Slide 2 : This is a Content slide stating- Business Overview, Sales Performance, Project Updates, Competitive Analysis, Future Perspective. Slide 3 : This slide presents Business Overview in a circular form which includes- Revenue split by Country, Quarter Track Record, Our Team, Product Offering, Financial Highlights, Highlights. Slide 4 : This slide presents company Highlights with Stores Worldwide, Total Revenue etc. as examples. Add your own data here. Slide 5 : This slide states Financial Highlights in charts and graphs. Slide 6 : This is Products Offering slide with creative imagery and icons. Slide 7 : This slide displays Revenue Split - By Country on a world map image form. Slide 8 : This slide showcases Quarter Track Record in charts and graphs. Slide 9 : This is Our Team slide with name, designation etc. to state. Slide 10 : This slide displays Sales Performance with the following sub headings- Sales Budget Vs Actuals, Quarterly Sales Review, Sales KPI Performance Matrix, Sales Performance Dashboard, Sales By Region, Sales Revenue By Product. Slide 11 : This slide displays Sales Performance Dashboard in charts and graphs. Slide 12 : This slide showcases yearly Sales By Region. Slide 13 : This slide displays Sales Revenue - Product in charts and graphs which includes- Productwise Revenue, Profit % of Total Revenue, Total Income/ Product. Slide 14 : This is Sales Budget Vs Actual slide in a bar graph/ chart form to state comparison etc. Slide 15 : This slide presents Quarterly Sales Summary Review with Q1, Q2, Q3, Q4 as its parameters. Slide 16 : This slide showcases Key Sales Performance Metrics in a funnel form having four levels. These levels include- Campaigns To Drive Traffic, Visitors, Trials, Closed Deals. Slide 17 : This slide displays Sale Rep Performance Scorecard in a matrix form. Slide 18 : This is Sales KPI Performance - Summary slide in charts and graphs depicting- Top 4 Markets, Top 4 Products, Top 4 Sales Channel, Quantity Comparison, Revenue Comparison, Product Sales Mix, Regional Sales Mix. Slide 19 : This slide presents Project Updates with- Sales Process Map, Sales Funnel Results, Top Clients, Win- Loss Review, Project Updates, Sales/ Channel KPI Tracker. Slide 20 : This slide displays Sales Process Map in a funnel image form consisting of 4 levels which include- Solution, Lead Generation, Program Launch, Deal Closing. We have categorized to four most common categories just to give a basic idea which can be altered by you as per your requirement. Slide 21 : This is Sales Funnel - Results slide. Slide 22 : This slide displays Top Customers & Vendors in a tabular form. State them here. Slide 23 : This slide presents Top Debtors & Creditors in a tabular form. Slide 24 : This slide displays Sales Activities Dashboard which includes- Closed Activities, Total Activities, Activities Per Won Deal, Open Activities. Slide 25 : This slide presents Project Updates. Slide 26 : This slide presents Channel KPIS in a bar graph/ chart form. Slide 27 : This slide displays Sales KPI Tracker in charts and graphs. Slide 28 : This slide presents Competitive Analysis with icons. This includes- Competitors Market Positioning, Competitor Analysis, Competitors Sales Performance. Slide 29 : This is Comparison – Based On Criteria slide. Slide 30 : This slide showcases Competitor Analysis in charts and graphs. Slide 31 : This slide showcases Sales Performance Of Competitors in a bar graph/ chart form. Slide 32 : This is Future Perspective slide in a circular image form. This showcases the following- Business Process Roadmap, Major Obstacles, Product Roadmap, Opportunity Timeline. Slide 33 : This slide displays Business Process Roadmap to state information, milestones etc. Slide 34 : This slide also displays Product Roadmap. Slide 35 : This is an Opportunity Timeline slide to state opportunities, achievements etc. Slide 36 : This slide showcases Major Roadblocks Or Obstacles in people silhouttes and target imagery form. Slide 37 : This is Sales Reports Icon Slides showcasing various icons. Use/ edit as per need. Slide 38 : This is also Sales Reports Icon Slides. Slide 39 : This is a Coffee Break image slide to halt. You may change it as per requirement. Slide 40 : This slide is titled Charts & Graphs to move forward. Change/alter image as per need. Slide 41 : This is a Clustered Bar chart/ graph slide to present product/entity comparison, specifications etc. Slide 42 : This is a Line Chart to present product/entity comparison, specifications etc. Slide 43 : This slide presents Scatter Chart to state product/entity comparison, specifications etc. Slide 44 : This is a Stacked Column slide to state Product 01, Product 02 comparison, information etc. Slide 45 : This is a Filled Radar chart/ graph slide to state Product 01, Product 02 comparison, information etc. Slide 46 : This slide is titled Additional Slides. You can change the slide content as per your needs. Slide 47 : This slide contains Our Mission with text boxes to state. Slide 48 : This is an About Us slide. State company or team specifications here. Slide 49 : This is a Business Quotes slide to quote something you believe in. Slide 50 : This slide shows Our Main Goal. State your goals here. Slide 51 : This is a Comparison slide. Compare different aspects here. Slide 52 : This is Dashboard slide to show information in percentages etc. Slide 53 : This slide showcases Locations with a World map and text boxes to make it explicit. Slide 54 : This is a Financial score slide. State financial aspects etc. here. Slide 55 : This is a Puzzle image slide to show information, specification etc. Slide 56 : This is a Target slide to show targets, plans etc. Slide 57 : This is a Circular image slide to show information, specifications etc. Slide 58 : This is a Lego image slide to show information, specifications etc. Slide 59 : This is a Mind Map image slide to show information, specifications etc. Slide 60 : This is creative Silhouettes image slide to present people specific information, specifications etc. Slide 61 : This is a Hierarchy slide to present team, specifications etc. Slide 62 : This is a Venn diagram image slide to show information, specifications etc. Slide 63 : This is a Magnifying glass image slide to show information, scoping aspects etc. Slide 64 : This is a Bulb or Idea slide to state a new idea or highlight specifications/information etc. Slide 65 : This slide displays Thank You slide with address, contact numbers and email address.

Sales Reports Powerpoint Presentation Slides with all 65 slides:

Each one of our Sales Reports Powerpoint Presentation Slides inspire brilliance. It is jampacked with ideas.

The purpose of the Sales Reports presentation is to provide an overview of the business's sales performance and financial highlights.

The Business Overview slide includes revenue split by country, quarter track record, team members, product offerings, financial highlights, and other highlights.

The Sales Performance slide is organized into subheadings such as Sales Budget Vs Actuals, Quarterly Sales Review, Sales KPI Performance Matrix, Sales Performance Dashboard, Sales By Region, and Sales Revenue By Product.

The Sales Process Map slide shows the four levels of the sales funnel: Solution, Lead Generation, Program Launch, and Deal Closing.

The purpose of the Competitive Analysis slide is to provide information about the company's competitors, including their market positioning, sales performance, and analysis.

Ratings and Reviews

by Elijah Goleman

June 7, 2022

February 21, 2022

by Cody Bell

July 6, 2021

by Davies Rivera

July 5, 2021

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