sales presentation explanation

What Is a Sales Presentation? Definition, Tips, and Follow-Up Tasks

Sales presentations let you communicate with customers in a highly memorable and persuasive way. But exactly what is a sales presentation? 

A sales presentation involves more than just a simple pitch; it’s a more complex method of explaining your product or service to a customer and demonstrating its value. 

In this article, we will explain how presentations fit into the sales process, discuss ways to make them more effective, and cover crucial follow-up tasks.

Key Takeaways

• A sales presentation is a pitch or demonstration given by a salesperson to potential customers to persuade them to buy a product or service.
• Sales presentations demonstrate the value your product offers the customer through in-depth information, data, customer reviews, visual aids, videos, statistics, demonstrations, and more.
• Key sales presentation tips include researching customer needs, tailoring the presentation to each customer, and pitching a compelling story.
• After a presentation, you should thank the attendees, follow up with additional information that addresses any objections or questions, schedule a follow-up phone call or meeting, and keep in touch to help solidify the sale.

What Does a Sales Presentation Mean?

How do sales presentations fit into the sales process, sales presentations vs. sales pitch, start by researching, craft a strong introduction, tailor your presentation to the customer journey, highlight key points backed by data, bring your product or a visual aid, use a template, what to do immediately after a sales presentation.

A sales presentation is a pitch or demonstration given by a salesperson to potential customers in order to persuade them to buy a product or service. But a sales presentation is more than just a sales pitch. It takes your customer on an experience that aids them in understanding how you can meet their needs and requirements.

Presentations also offer the opportunity to explore and build customer relationships by providing tangible success stories or positive customer reviews that can help boost your credibility. However, presenting this information to customers effectively and captivatingly is crucial for your success.

Sales presentations are typically used when introducing products or services to prospective clients to facilitate better business deals. This could involve giving further background about your company’s offerings and showcasing awards your company’s work or product range has received. A well-crafted sales presentation will let your potential buyers know why they need what you’re offering.

Sales presentations are part of the larger sales process that typically happens toward the end of the sales cycle . The sales process begins with a sales rep researching a potential customer’s needs and preferences, preparing your product or service to meet their needs, and building a relationship with your customer over time.

In the early stages of the sales process, you might communicate with your customer over email or through website visits. Later on, you might have meetings or other more direct communications.

As you near the end of the sales cycle, the time for delivering a sales presentation approaches. This is when your customer has already established that you have something of value to offer, and they’re ready to learn more.

Your presentation should provide a detailed overview of how your products can meet their current needs while enabling them to easily view features and benefits in one place.

It’s common for people to think that a sales pitch and a sales presentation are the same thing. However, while they may seem similar, these two approaches have significant differences.

Sales pitches are often standardized, are not tailored to the unique needs of a specific customer, and don’t require any research into the customer’s pain points. For example, a sales pitch is usually characterized by one-way communication. During a sales pitch, you are focused solely on selling your product or service to the customer without any exploration of their needs or interests.

A sales presentation, on the other hand, encourages a more interactive dialogue with customers. It allows them to ask questions and provides more in-depth information about why your product would benefit them specifically. It’s not as much about “selling” as about introducing products based on customer insights to establish value in their eyes.

How to Create an Effective Sales Presentation

When creating an effective sales presentation, there are several factors to consider. A successful sales presentation should be tailored specifically for each customer and allow them to experience meaningful engagement with your product.

It should build on your customer’s needs and interests to showcase how you can meet them without focusing too much on selling points. Additionally, research plays a key role in any sales process, and having data about industry trends or statistics that support your claims can add credibility to your proposal. Here are some tips on the best way to develop a winning sales presentation.

Researching before you start is essential for a good sales presentation. While the information in your presentation will vary depending on the client and situation, it’s important to include enough data and industry stats relevant to the customer’s needs. This data should be targeted towards the specific aspects of your product that can address your customer’s problem areas.

Also, digging further into case studies or positive reviews from existing customers is great for transforming a one-off sale into an ongoing business relationship. You should back up everything you say with credible sources during your sales pitch for a greater impact on viewers’ buying decision process. Newspaper articles, past client testimonials, or information from trusted online sources can all be good places to find data that backs up the claims in your presentation.

Starting a sales presentation with an introduction and some small talk is important for building rapport and trust. This also allows you to warm up the room while giving your customers a chance to get comfortable with you as well. Ensure the conversation’s tone matches your presentation’s purpose, too. Keep it upbeat yet professional, and aim to get out of any awkward silences quickly.

Develop your sales presentation with the customer journey in mind. This means considering your customer’s objectives and using them as a guideline for crafting your story. By paying attention to what your target audience needs, you not only increase the potential of closing a deal but also make customers feel understood.

But don’t take too long to get into specific details about your product. Oftentimes, getting directly to the point of how your product can solve their problem is much more effective and persuasive than offering generic explanations about what you do.

Remember the Power of Storytelling

Storytelling can be incredibly effective when it comes to sales presentations. Focus on telling stories that convey how your company or products have successfully helped other customers meet their needs. This can help your customer understand why they need what you’re offering.

Talking about your product’s challenges and solutions in simple yet compelling language is also important. Remember that a sales presentation isn’t just reciting facts and data points — illustrate the solutions you offer in a memorable way.

Focus Your Presentation on the Customer’s Problem

When creating a sales presentation, keeping the customer’s problem in your mind is important. You should provide solutions that address their pain points and benefit their specific situation.

A good sales presentation will spotlight the features of your product that provide quick and simple problem-solving for the customer. By doing this, you can position your offering as something your customer needs rather than something that’s merely nice to have.

Ways to Improve Your Sales Presentations

Besides doing the required research beforehand, there are some sales presentation techniques you can use to ensure everything runs smoothly and effectively. Here are a few ideas.

As mentioned before, having data that backs up the key points you make in your presentation is critical. These points should include quick summaries or facts about product insights, as well as any relevant customer feedback to give viewers a clear idea of how your offering can meet their needs.

Having your product there for customers to see during your sales presentation can be very persuasive. If it’s too difficult or impossible to bring your product to the presentation, you should still bring visual aids.

For example, you can provide a link with interesting animations of your product’s features, display quotes from previous customers, showcase awards you’ve won, or show videos of your previous work and how it benefitted the customer.

Create a sales presentation template that can be used across different customer sessions to speed up the process. Start by making a sales presentation outline that applies to all customers, and then tailor it to each customer as needed.

Having a consistent format and look to all your presentations will save time and reduce the effort needed to develop new slides so you can focus on crafting content specifically for each customer. An effective template will also ensure brand consistency and professionalism linked with your company’s name.

Assess Your Body Language

When delivering a presentation, body language is just as important as words. Having good posture shows confidence in your presentation and can help keep your customers engaged. Avoid crossing your arms or moving around too much, as this can cause viewers to be distracted. It’s a good idea to record yourself practicing your presentation in advance to see how you appear to others.

Ask for Input

Feedback is essential for sharpening your skills as a presenter and gaining confidence in your sales presentations. Asking your customers or sales team members for feedback on your sales deck and presentation is a great way to get honest and productive input. They may suggest changes that could bring greater clarity to your presentation or help you develop a more effective sales deck in the future.

Highlight Value Before Going Into Pricing

A professional sales presentation should focus heavily on value. Highlight how customers stand to benefit from your product, as this is crucial for getting them to purchase with confidence. You will be much more successful if you demonstrate how valuable your product is before you tell the customer how much it will cost them. 

If you’re selling something expensive, packaging additional services or features in one bundle at no extra cost can be useful for reassuring your customer that the price is worth it. This could include offers such as introducing discounts for first-time buyers or offering free maintenance contracts over a set period.

Outline Next Steps

To give your customer a clear idea of where you want things to go, always remember to end your presentation with a quick overview. This can include summarizing your value proposition and the advantages that customers can gain from using your product. Clearly outline any details about follow-up steps to set client expectations up correctly.

Increase Audience Engagement

Tricks such as incorporating polls and games during your presentation can help people remember the key points you want to present. It’s another way for sales reps to make a memorable impression on viewers and engage them with your product even after the meeting has ended.

Also, remember that the most effective sales presentations use an impactful sales deck that allows you to paint a memorable story for the customer. Build opportunities for interaction into your presentation itself.

After a successful sales presentation, it is important for a salesperson to follow-up with their client. This follow-up should be swift and thorough to ensure that the customer remembers their experience and continues to do business with the salesperson. The follow-up can include sending an email or letter summarizing the conversation and outlining any next steps, such as setting up another meeting or contract signing. Be sure to address any specific questions or concerns the prospect expressed during the presentation as well.

Additionally, it is important for the salesperson to keep in touch with their customer after the initial sale. This can be done by sending periodic updates on new products or services, providing tips on how best to use purchased products, and offering other relevant insights that could help strengthen the customer relationship.

Finally, regular check-ins will help cement loyalty while helping to identify opportunities for future sales. When executed correctly, these follow-up tasks can contribute heavily to long-term success in sales.

Sales presentations are an important element of the sales journey and require thoughtful preparation. Now that we’ve answered the question of what is a sales presentation, you can use these tips to improve your interactions with customers. Through data-backed storytelling and consideration of the customer’s journey, you stand a great chance of successfully selling your product.

Always remember that these sales presentation techniques should help make the sale come alive for viewers so they can better envision value in what you have to offer. By following our sales presentation tips, you’ll be well on your way to delivering a successful sales presentation every time!

Jane Mitchell is a sales expert with over 17 years in the industry, extending her knowledge to diverse sectors and providing optimal business growth solutions. Her knack for crafting unique sales strategies is unmatched. Jane fuels her wanderlust by traveling the world, having reached the prestigious Million Miler status with Delta Airlines.

• Share on Twitter Share on Twitter
• Share on Facebook Share on Facebook
• Share on Pinterest Share on Pinterest
• Share on LinkedIn Share on LinkedIn
• Share on Reddit Share on Reddit
• Share via Email Share via Email

What Is A Sales Quota?

What Is A Sales Territory?

What Is Sales Collateral?

Meet The Team

Compensation Disclosure

Privacy Policy

Terms of Use

Bizpedia.co 2023 © All Rights Reserved.

Generate Leads

Find quality leads and discover new lead sources

• Email Finder
• LI Prospect Finder
• Chrome Extension
• Email Verifier

Close Deals

Automate outreach with personalized emails to grow sales

• Drip Campaigns
• Email Deliverability Check
• Email Warm-up
• Gmail Email Tracker

Manage Sales

Keep your lead base organized and your clients buying

Snovio Academy

Expert-led crash courses on growing sales.

Case Studies

Stories of growth from real businesses who use Snov.io

News, analysis, growth tips, tutorials and more

Sales Cheats

First-aid solutions to the most common sales problems

Help Center

Find answers to all your Snov.io questions with detailed guides

Beginner-friendly articles on all things sales and marketing

Security Center

See which audits and certifications ensure top-level protection of your data

Integrations

Sync Snov.io with over 5,000 of your favorite tools and apps

• Pipedrive Integration
• Hubspot integration

Integrate Snov.io features directly into your platform

Sales presentation

Last updated: 11 November, 2023

What is a sales presentation?

What makes a good sales presentation, how to make a sales presentation, checkout our sales pipeline templates freebies.

Did you know people process visuals nearly 60,000 times faster than text? Our eyes are a predominant perceptual system for information coming from the outside world to the brain. Nearly 90% of the data we receive comes from observing, and images are stored in our memory for a very long time. 

It’s no coincidence that any advertisement, be it a video or a banner, includes both a verbal message and a visual aid. Marketers and sales reps exploit this quality of human memory to boost communication and close more deals. 

In particular — by creating effective sales presentations .

A sales presentation is a short presentation of your solution to prospects or existing customers that aims to persuade them to make a purchase.

The answer is simple. A winning sales presentation:

• Helps convince the client of the brilliance of your solution.
• Doesn’t simply describe a product or service but draws attention to the features that can solve the customer’s problems.
• Is not overloaded with facts and statistics.
• Doesn’t make your potential clients want to doze off (a boring sales presentation is a sales killer).
• Persuades the prospect that no one else on the market can satisfy their needs as well as your company can.

But what exactly should it include to get your prospects’ attention, establish good relationships with them, and accelerate the sales process?

We wish there were a recipe for a sales presentation, but there’s no one-size-fits-all recommendation about its ingredients: wording, style, format, or length. 

Still, there are some tips to help your presentation end in a sale: 

1. It’s all about the balanced layout

If you use PowerPoint or other presentation software, it’s better not to put multiple graphs, images, text, and statistics onto one slide. Your audience needs time to focus and concentrate. It hurts when you try processing the slide below, doesn’t it? 

Find the right balance between statistics and visual components. Charts, tables, and bulleted points are great, but if your presentation consists of grouped facts only, it won’t win the heart of your listener.

3 elements are just enough. If there’s more, break the slide into multiple slides instead!

Besides, as a speaker, make sure you don’t seem offhand or uninformed. Clients, especially in the B2B market , appreciate precision and professionalism. For them, the presentation packed with Google images just won’t do.

All the material presented should be of high quality and serve a point.

2. Make it short and sweet

Like any meeting, a sales presentation follows a clear agenda. Nothing will distract a client from the deal more than a prolonged conference that makes them want to escape the room. 

Here’s what works best for us: arranging 20 minutes for the speech plus 10-15 minutes for the Q&A section. This way, a sales presentation won’t take more than 30-35 minutes . It can be even shorter than that. After all, there’s a reason TED talks are 18-minute long.

If you think this time isn’t enough, schedule follow-ups, subsequent sales pitches , or agree to continue via email or phone. 

3. Work on the slide deck

Avoid adding meaningless slides; use an interactive presentation maker instead, to keep your audience engaged.

There are three conventional ones: a title, table of contents, and a “Thank you” slide. Apart from these, it’s up to you how many to include in the sales presentation. Typically, it takes from 1.5 to 3 per single key point. If we consider a 30-minute duration, that’ll sum up into 10-20 slides .

4. Start a sales presentation with a self-introduction and small talk

This is an act of courtesy to introduce oneself and briefly tell who you are. In particular, when you meet new people. Unfortunately, due to the stress, some speakers forget about it.

No less important is to catch the audience’s attention from the very beginning. A story from one’s life, a joke, a surprising fact — whichever magnet you choose, make sure it corresponds to the time and place. By the way, if you want to get inspired, check out these best TED talks ever .

5. End your speech by wrapping up and outlining further steps

Although a sales presentation may not result in a closed deal or a revenue boost (it can but on rare occasions), this is a business process. So, apart from having a good pastime with clients, a sales rep has to mildly yet distinctly drop a hint about how it’s better to proceed with the deal.

Define the purpose

Your speaking style will depend on what you’re trying to accomplish. Remember outstanding demonstrations of Apple’s new launches held by Steve Jobs? Each of these is an example of a winning sales presentation. 

The speaker aimed to persuade buyers that the product was so one of a kind, that it was a matter of life-and-death to purchase it. A speech was corresponding: the majority of time was devoted to demonstrating new UI / UX features, and less attention was paid to the technical side.

To succeed with the presentation, ask yourself what exactly you need to convey:

• Explain unique selling points
• Focus on money benefits
• Position your brand to competitors
• Create urgency around the deal, etc.

Adjust your sales presentation based on the audience

Does your audience consist of decision-makers , stakeholders, ordinary employees, or all three at once? What industry do your clients operate in? How old are these people? Is the audience multilingual? Any details are important because they will determine:

• The language and wording you choose
• Jokes you can or can’t tell
• Images you should and shouldn’t use, etc.

Consider means available

Your presentation may be doomed to fail if you don’t consider technical issues. Imagine, you expected to display a growth graph on the big white screen but were provided with a TV screen instead. Your audience won’t be able to see anything, and half of the speech will be lost.

Prepare key points & season them with data

It’s important to have a good understanding of what you are about to present. Let the numbers speak for themselves: prepare a few metrics or statistics and mention these during storytelling. However, don’t turn a presentation into a report — 2 or 3 graphs, tables, or diagrams will be more than enough.

If you plan to share the presentation among participants, you can include links to resources. This way, people interested in more details can retrieve the data.

Design the sales presentation structure

Use a “10-20-30” formula: 

• No more than 10 slides
• 20 minutes to speak
• No font smaller than 30 pt.

A good idea is to google some pre-designed sales presentation templates. This will save time on formatting plus give you useful ideas about the overall structure. Below are websites that might be helpful:

• Freecreatives

If you are in doubt, break your speech down into minute detail and align it with the sales presentation. Also, prepare cheat sheets — the latest price list, full specifications, etc. This way, you will be able to fend off any questions from the public.

Wrapping up

A good sales presentation fits the audience. Put yourself in the client’s shoes and wonder, what would YOU want to listen about? What facts might comfort you, and what questions might arise? With the customer in mind and with thorough preparation, your presentation will be a sure hit.

No credit card required

Become one of our successful clients

With over 100,000 thriving companies on board, Snov.io continues helping businesses grow. Here's what our users say about their experience.

"Our sales revenue has grown by 18% since we started using Snov.io"

Joey Mallat

"With Snov.io we discovered new ways of lead generation."

Ramzi Barkat

"Snov.io helped us collect more than 80,000 leads in a month, accelerating our search for emails while reducing the cost per lead."

Dmitry Chervonyi

"We needed something that would help us automate, send emails just in time, yet feel personalized and human. We started looking for a solution, and we found Snov.io."

Sofiia Shvets

"Snov.io’s Email Finder reduced the time it took us to find email addresses by almost 50% and the lead generation efforts by 20%."

Jaswant Singh

"One of our clients got 23 email meetings scheduled from just 117 emails sent with Snov.io."

Deepak Shukla

"We needed an additional contact channel, and discovering Snov.io has allowed us to boost our conversion rate, both contact-to-reply and contact-to-call."

Kirill Rozhkovskiy

"The open rate for the emails sent to leads collected and verified with Snov.io tools went from 25% to 73% in just one month, which resulted in 95 business meetings with potential customers. "

Ricard Colom

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 .

Get sales tips and strategies delivered straight to your inbox.

Yesware will help you generate more sales right from your inbox. Try our Outlook add-on or Gmail Chrome extension for free, forever!

Hit your number every month

Works on Outlook or Gmail (+ many more integrations)

Related Articles

10 Best Persuasive Techniques for Sales and Marketing [2022]

Melissa Williams

SPIN Selling: All-In-One Guide for 2022

High-Ticket Sales: How to Sell High-Ticket Products and Services

Casey O'Connor

Sales, deal management, and communication tips for your inbox

We're on a mission to help you build lasting business relationships.

75 Kneeland Street, Floor 15 Boston, MA 02111

[email protected]

Like what you're reading?

A step-by-step guide to craft a winning sales presentation outline 

Get your team on prezi – watch this on demand video.

Anete Ezera February 08, 2023

Creating an effective sales presentation outline is crucial if you want to impress and persuade potential customers to purchase your products or services. Whether you’re part of a small startup or a large corporation, a well-crafted presentation can help you make a powerful and convincing case for your offering.

Crafting a successful sales presentation can be a challenging task. With the right knowledge and tools, you can create a winning presentation that communicates the value of your product or service while saving time in the process. Whether you’re giving a presentation in person or online, the key is to keep your audience engaged and interested in what you have to say. In this article, we’ll go over the basic structure of a sales presentation, offer tips for making as effective a sales presentation outline as possible, and provide some great sales presentation templates and examples you can use for inspiration.

The structure of a sales presentation

• Introduction

The introduction of your sales presentation should grab your audience’s attention. It also should give them a sense of what they can expect from the rest of the presentation. Start by introducing yourself and your company, and then provide a brief overview of the product or service you’re going to be discussing. This is also a good opportunity to establish a connection with your audience by finding common ground or addressing any pain points they may be facing.

• Problem Statement

After the introduction, it’s important to clearly define the problem or challenge that your product or service is designed to solve. This will help your audience understand the need for what you’re offering. It’ll also set the stage for the next section of the presentation.

Now that you’ve clearly defined the problem, it’s time to introduce your solution. This is where you’ll provide detailed information about your product or service, including its features, benefits, and any relevant case studies or testimonials. It’s also the time to address any potential objections or concerns that your audience may have.

• Demonstration

If possible, include a live demonstration or visual aids like images, videos, or diagrams in your presentation. This will help your audience see how your product or service works in action and will provide a better sense of its value.

• Call to Action

The final step of your sales presentation is to ask for the sale. This can be as simple as asking for the order or booking a follow-up meeting. Be sure to remind your audience of the benefits of your product or service, and make it easy for them to take the next step.

Sales presentation outline tips

When crafting your sales presentation outline, there are a few things you have to keep in mind to make the presentation a true success. Take note of the following sales presentation structure tips that’ll help you create a presentation that stands out and makes an impact. 

Start your presentation right

The first impression is everything. Grab your audience’s attention with a compelling start of the presentation – introduce a shocking statistic, tell a story, or display a capturing visual. This way you’ll catch people’s interest right from the start. 

Support your claims

Use data and customer testimonials to support your claims about the key problem or pain point your product or service tackles.

Make an impact with data visualizations

Add interactive visuals such as graphics and charts to display statistics and other data in an engaging manner. Use Prezi Design to create these visuals. Also, use dynamic visuals, images, and videos – that’ll make the presentation more engaging and interactive.

Have a well-defined structure

Make sure to use a clear and consistent structure throughout the presentation, with a clear beginning, middle, and end. You want your presentation to feel like a story that’s well-formatted and thought-out. 

Highlight your USP

Clearly define your Unique Selling Proposition (USP) and highlight it throughout the presentation. Emphasize your USP using bold statements, impactful data, and eye-catching visuals.

Use storytelling techniques

Make your presentation more engaging and memorable by applying storytelling techniques. Swap your slide-based presentation for a Prezi presentation that elevates the storytelling experience. The non-linear format allows you to jump between topics instead of going through slides. This way your presentation will feel more like a conversation rather than a speech, making it a much more engaging and interactive experience.

Practice to make it perfect

Practice your delivery and timing to ensure that you stay within the allotted time and keep the audience engaged. This will help you define your sales presentation structure as you’ll notice what presentation parts take longer to discuss and where you need to add more content or context.

End your sales presentation on a memorable note

End your presentation with a clear call to action that leaves a lasting impact. Apply visuals, like images, data visualizations, videos, and animations to catch people’s attention. Also, remember to include contact information so the audience can follow up with you.

By incorporating the tips outlined above, you’ll be well on your way to creating an effective sales presentation that’ll help you close more deals. Remember that each presentation is unique and needs to be tailored based on the audience and context.

Great sales presentation examples

Developing a powerful sales presentation from scratch can be challenging. Seeking inspiration from existing successful examples can assist in creating a presentation that’ll leave a lasting impression on your audience. That’s why we’ve compiled a list of great sales presentation examples that score in presentation design and structure. 

Sales presentation on communicating key business elements

This presentation examines how to better define the purpose, vision, mission, values, and key business metrics. It’s a great example of a visually appealing and engaging sales presentation structure that scores in presentation design. It’s easy to navigate the presentation as you can zoom in and out of topics. Also, the visualization of a table as topic placement creates a compelling layout. The overall structure of the presentation has a natural and logical flow, going from background information to an action-based plan. 

Salesforce presentation

If you’ve ever wondered how to turn your workforce into salesforce, this presentation provides a clear guide that makes it easy for you to dig deep into this topic. The visual format clearly represents the topic and captures attention with the highlighted title and topics. 

Also, when viewing this presentation, you can zoom in and out on topics, deciding what you want to read about first. The layout is simple and straightforward, leaving no room for confusion. The presentation is structured to introduce the topic first, then go to 3 main talking points, and finally lead to tips that leave the audience with an action plan in mind. The presentation design also helps to navigate and understand the content better.  

Sales kickoff presentation

What makes a good sales kickoff? This presentation provides a step-by-step guide to having a great sales kickoff using powerful visuals and a well-defined structure. 

The steps are visualized as American football icons and illustrate the order in which they should be discussed. This provides an engaging viewing experience with a clearly defined outline that navigates the audience throughout the presentation

Creating an effective sales presentation outline is crucial for impressing and persuading potential customers to purchase your products or services. Crafting an effective sales presentation involves understanding your audience’s needs and customizing the presentation to suit them. The basic structure of a sales presentation includes an introduction, problem statement, solution, demonstration, and call to action. To make your presentation a success, it is important to start with a compelling introduction, support your claims with data and customer testimonials, use data visualization to make an impact, and have a well-defined structure. By following the tips and using the examples provided in this article, you can create a winning sales presentation that effectively communicates the value of your idea, product, or service and keeps your audience engaged and interested.

Give your team the tools they need to engage

Like what you’re reading join the mailing list..

• Prezi for Teams
• Top Presentations

23 Foolproof Sales Presentation Tips to Help You Close More Deals

Table of contents

Are you intimidated by sales presentations and not sure how to best prepare for them?

Should you talk formally or informally? Should you talk about your product, or not talk about your product at all? What are the best practices to ensure every sales presentation results in, well, sales?

You’re not alone. 

Nearly 57% of B2B prospects and customers feel that their sales teams are not prepared for the first meeting.

While sales presentations can seem intimidating the first few times you participate in them, once you get the hang of them and create an efficient, thorough process, you’ll be able to glide through them a lot easier and a lot more successfully.

In this guide, we’re going to discuss,

• What is a sales presentation?
• 6 types of sales pitches and presentations.
• What should be included in a sales presentation?
• 23 sales presentations tips to help you close more deals

So let’s dive right in.

What is a Sales Presentation?

A sales presentation is similar to an in-depth sales pitch where companies promote a product\service they’re trying to sell to potential clients.

However, it’s usually more complicated and comprehensive than a regular sales pitch. There are multiple PowerPoint presentations involved , meetings, and lots of prior prep time to ensure you’re hitting all the right persuasion notes. 

Related : 12 Most Helpful Sales Report Templates for Teams

6 Types of Sales Pitches and Presentations

Contrary to popular opinion, a full sales presentation is not always necessary or even appropriate. Different situations call for different types of sales presentations and different approaches to selling your product\service.

There are several important sales presentations and pitches that all sales representatives and companies should be well versed in. Let’s take a closer look.

• The one-word pitch
• The social media pitch
• The elevator pitch
• A full-blown sales presentation
• Written sales presentations

Related : 42 Free Sales Dashboard Templates For Tracking & Improving Sales Performance

The One Word Pitch 

Can you boil down your brand’s value proposition to one word? Just like Google’s one word is ‘Search’ and Barack Obama’s was ‘Hope’, what’s your brand’s one-word pitch?

The Social Media Pitch

Sales reps using social selling are 50% more likely to meet or exceed their sales quota. 

With over 3.5 billion social media users worldwide, companies need to have a concrete, pithy sales pitch for their social media profiles. One that not only instantly tells your social media followers and potential customers what your brand is all about but can also withstand the test of ever-changing algorithms. 

An elevator pitch is a quick speech that instantly tells your potential clients what your brand’s all about and what solutions you offer.

It works especially well when you’re not formally trying to close deals, such as during networking events and similar functions. It can also be used during cold calls. 

A Full-Blown Sales Presentation

A full sales presentation usually happens in a meeting room with 1 or several clients and includes PowerPoint presentations slides , sales decks, handouts, and a fully prepped team. It also requires a value-heavy pitch, solutions your company is offering, and so on. 

Written Sales Presentations

68% of B2B businesses use landing pages to garner a new sales lead for future conversion. 

Written sales presentations, like landing pages, are getting really popular in this digital-first world. A high-converting written sales presentation usually starts with addressing the problem and presenting its solution, and outlining the benefits of the brand’s product\service. And the best sales pages have several complimentary graphics accompanying the text, as well. 

Webinars are sales presentations conducted via the internet. Usually conducted in real-time, it gives interested prospects the opportunity to get their questions answered on the spot, and similarly, it helps brands persuade prospects to convert.

What Should Be Included In a Sales Presentation?

An effective sales presentation should focus more on the benefits and solutions it offers, instead of its product\service’s features. 

After all, 88% of executive buyers want a conversation, not a presentation

Your sales presentations should also consist of:

• Testimonials from previous clients and customers
• Data, like graphs, charts, quotes, backing up your claims
• Customized content targeted to your prospective client
• A call to action, which usually includes next steps for the clients

Related : SMART Sales Goal Examples from 30+ Sales Professionals

23 Sales Presentation Tips to Help You Close More Deals

Now we’re on the most exciting part – tips and tricks to close more sales deals. To help you ace your next sales presentations, we asked 42 sales pro their best sales presentation tips. 

And here’s what they said.

Express your interest in working together

• Give hard copies of the sales presentation 

Leverage stories

Encourage questions, highlight case studies, make data a part of your presentation, outline your value proposition, follow up with your prospect, prepare yourself and your team, highlight client’s goals.

• Incorporate videos

Drive the no’s

• Don’t hard sell

Prime your prospects before selling

Solve your prospects problems, wear your confidence.

• Personalize it for your client

Know their competitors

Keep it succinct.

• Make it conversational
• Sell your brand, not your product

Demonstrate your product\service

End with a clear cta.

Related : The 37 Sales KPIs Every Sales Leader Should Be Measuring

PRO TIP: How to Set SMART Goals for Your Sales Team’s Performance

To decide which goals meet the SMART criteria, sales managers need to look at sales analytics for their teams and monitor sales KPIs, for example:

• Average Time to Close Deal
• New Deals Amount
• Number of Customers
• Average Revenue per New Customer

Based on these metrics, and in light of other revenue-based and activity-based goals, you can identify and set desired goals for future performance, but how to get this information?

Now you can benefit from the experience of our sales experts, who have put together a great Databox template showing an overview of your sales team’s performance. It’s simple to implement and start using as a standalone dashboard or in sales reports, and best of all, it’s free!

You can easily set it up in just a few clicks – no coding required.

To set up this Sales Analytics Overview Dashboard , follow these 3 simple steps:

Step 1: Get the template 

Step 2: Connect your HubSpot account with Databox. 

Step 3: Watch your dashboard populate in seconds.

“Too often we just assume that, of course, the leads or prospects we’re reaching out to, or following up with, know that of course, we want their business. 

We don’t explicitly tell them, though, and that can be a very powerful thing to do. Something as simple as: ‘I’m really hoping to have the opportunity to work with you ,’ can make a big difference. It’s worked for me!” Explains Linda Pophal of Strategic Communications .

Give hard copies of the sales presentation

Dustin Singer of Dustin Buys Houses shares, “One of our most effective sales presentation techniques for increasing conversions is on top of giving an excellent presentation, we leave the client with a print presentation. This presentation goes into detail about who we are, what we do, how we can help them, the steps and process of working with us, and what next steps would be if they decide to work with us. 

This also includes their offer price, and terms and details of the proposed contract along with all of our contact information. It allows us to leave our sales presentation with them, so if they don’t convert over the initial meeting, we impress them with important information for the client to refer to as we work them through the sales funnel. 

We’ve received feedback about how our print presentations presented us as more professional than our competitors, and they felt more comfortable with working with us because of it.”

You can also turn that hard copy into an engagement exercise for your prospects. 

As Jeff Brandeis of Brandeis Training Solutions explains, “When presenting remotely, we typically provide a PDF that has incomplete sentences. We encourage people to fill in the blanks. People remember things when they write things down. Providing them a template to fill in separates our presentation from others.”

“Tell a story. No one wants to listen to stats on every slide. And your prospects can see right through your ‘visualize success’ ideas.

Instead, include a narrative with characters, setting, and plot. Make sure your prospects can empathize with the character. THEY need to be the hero—not you.” Says TJ Kelly of FreeDrumlineBeats.com .

Bradley Keys of PatchMD explains why stories work so well. “Stories give us an emotional connection, and it will be more effective if it is relatable to their situation. Share stories about how your products worked successfully for your clients. It is one of the leading sales strategies to help you improve your presentation and close deals. Statistics are useful, but make sure that it is not overwhelming – they are easily forgotten. Learn to play emotions when presenting as it helps to become more personal.” Shares Keys.

Nathan Binford of MarketChorus explains the benefits of using The Challenger Sale, a sales presentation methodology based on selling through constructive tension. 

“Learn and use a sales presentation methodology like The Challenger Sale to craft a compelling narrative every time you build a pitch. I’m a big fan of The Challenger Sale specifically because it forces you to ‘walk in your prospect’s shoes’ and emphasizes the importance of shocking your audience out of status quo thinking and into a receptive state.” Says Binford.

Luke Smith of We Buy Property In Kentucky recommends, “After your presentation, allow questions to be asked. As the customer or client gets the answers that meet their needs (for us – they layout terms they need for us to buy their house), I will say, “It sounds like we have a rough outline for a deal. What would you like to happen now?”

More often than not, they ask me about signing a contract to get everything started. This has allowed me to close numerous deals without the awkward transition to the close. The buyer is closing me rather than me pulling them to the closing table.”

The best way to encourage questions is by adopting the 60-second rule.

“To be more effective during a sales presentation, you must consider this — the 60-second rule. It’s simple; all you have to do is NEVER speak without entertaining questions or interruption for more than a minute.

Ditch your monologue and stop bombarding your audience with information. If you have been talking for more than 60 seconds without any interruption, it is most likely that your audience is no longer interested.

Keep in mind to engage with your audience throughout your presentation. Try to incorporate open-ended questions within your presentation to keep it conversational.

It’s easy to keep talking but always pay close attention to when to stop. By following this tip, you will increase your chances of securing deals.” Explains Dan Nolan of Camping Console .

“Drown your prospect in successful case studies for businesses like theirs. That’s my number one sales presentation tactic. It should be so obvious that you’ve done the work before, you’ve transformed situations from bad to great, and you’re certain you can do the same for them if they buy. 

For example, if you’re a B2B sales organization with a software company on the call, show them three case studies of the work you’ve done for other software companies. By doing you, their confidence rises and the doubt. that so often stops a sale, goes away.” Shares Brian Robben of Robben Media .

Brandon Amoroso of electrIQ marketing shares his experience of closing sales deals by highlighting success stories. Amoroso says, “Demonstrating our success rate at the end of a presentation through different case studies has helped our company demonstrate our knowledge in the marketing field.

We showcase studies that resemble the potential client and show them some of the ways we will carry out duties if they choose to partner with us. In doing this, we reassure them that they will be diligent with our time, communicate with them constantly, and work towards getting similar or greater results than those shown in the case study.”

Catriona Jasica of Top Vouchers Code agrees and believes success stories are essential to closing deals. 

“It takes real skills for the salespeople to be efficient enough and close a deal through their presentation. One of them is sticking to your success stories.

Sharing the statistics is surely vital to show your company’s growth, but your attendees are most likely to forget those figures. What will stick to their minds are the success stories you share in the presentation.

Let them know about your product and how it has worked wonders for your company and helped it flourish. Think of a compelling story, present it, and build an emotional connection with the clients. This undoubtedly helps you outstandingly to close the deal in the end.” Says Jasica.

Growth Hackers ’ Jonathan Aufray agrees and adds, “To increase your probability of closing a deal, you want to show your prospect how your solution helped similar people/companies in their industry. Showing them a case study on what you implemented, achieved, and accomplished for another client is definitely one of the best sales presentation techniques out there.”

David Garcia of ScoutLogic believes data is as important as success stories to seal the deal. “The most effective sales presentation technique that increases your chances of closing a deal is a quantitative analysis demonstrating the economic benefits of your solution. If you are running an enterprise sales cycle, by that point, you should understand the client’s pain points, the client’s personal win, and should be able to articulate the unique economic value only your solution will bring.” 

Trenton Erker of Clarity Online advises sales presenters to “Know the numbers in your industry and theirs. It’s compelling, authoritative, and adds to your charisma, your product/service, your company, your industry, everything. People trust industry authorities. They’ll also know you care.”

Susanne Pope of Whiterock Locators agrees with the two and says, “Including succinct and relevant data to drive your point across is one of the most effective presentation techniques that will increase your probability of closing a deal.

Anyone can make bold claims, but having the data to back up those claims will drive the nail in the coffin, so to speak. It’s also important that the data you’re presenting is clearly communicated in its relevance to the goods/services you’re pitching.

If you have data that the audience cannot make sense of, your odds of closing lessen. You also want to ensure you don’t overload your audience with data. The most critical data sets will do, but always be prepared to present more data should someone in the audience ask for it.”

Greg Taft, a Realtor , shares, “I would say the one item that gets me the most traction both from my pitch books from my private equity career and in my listing presentations to clients selling their homes is a strong value proposition.

The value proposition needs to be tangible and measurable. It is hard to put a number on intellectual property or intangible assets, but you have to. As an example, you can talk to a home seller about selling their home, but why are you the right agent for them?

You have to show that you are better than average, whether that be your homes are selling for more than they are worth, or your full marketing package is selling homes x days faster, etc. If you are just average, they will just shop for the cheapest rather than the most value.”

“Fundamentals win championships, and the same goes for sales professionals when they’re working to gain a new client. If there was one piece of advice I’d bestow upon someone new to the sales profession, it would be to follow up with your prospect . 

48% of salespeople never follow up with a prospect. Only 25% of salespeople make a second contact. Those alarming numbers, especially considering that 80% of sales are made between the fifth to twelfth contact. So if there was one technique that will increase your close rate on a macro scale, it would have to be to follow up with your prospect.” Explains Evan Donahue of JMJ Phillip .

Related : 36 Practical Tips for Writing A Great Sales Follow Up Email

When asked the most important sales presentation tip that helps close more deals, Nathan Bliss of Kinsta says,

“Prepare. There is no replacement for being prepared to go into a discovery or demo call. Know all that you can about that potential customer and their business. Make some assumptions about what you think might be important to them based on your experience, but test those assumptions with effective questioning while you are on the call.”

“I always state the potential client’s goals before I go into anything. They’ve told me what they want to achieve in a pre-call, but I reiterate that in my words, while I also hint at how we’ll get there by way of our services. Then I ask them, ‘Are we in agreement?’

If we don’t establish that agreement before I start the rest of the presentation, we can run into many swings and misses during the rest of the presentation.

That question helps me understand that my pitch is spot on, or tells me if I need to pivot some of my discussion points or commentary that are coming in the next several slides.” Shares Tracy Beach of Portent .

Incorporate videos 

“One unique and effective technique I use to help me close more deals is creating asynchronous video content, also known as recorded video, video messages, screen shares, or video voicemail.

By using a free screen-share or recording tool like Vidyard, you can turn your bland ol’ slide presentation into an interactive video that explains all the details that the recipient needs to hear.

Instead of the old methods of sharing PDF’s and hoping your customer champion will sell your pitch internally (which can become a risky game of telephone), instead, turn that PDF or presentation into an interactive video and send it via email (or any other channel) to your recipient.

This ensures that your message is heard the way you intended it to be heard. It also gives the recipient a simple way to float the video around to the decision-makers within their organization so they can get buy-in to push deals across the line. Think about using asynchronous videos to explain proposals, quotes, customer stories, demos, etc. Video works!” Says Jacob Fernandes of Vidyard .

Deepak Shukla of Pearl Lemon Sales agrees and adds, “A growing trend in sales and marketing is Explanation Videos. Expounding on your product’s value in a down-to-earth, relatable way helps build personal connections with potential clients.

It also prevents user bounce rates and increases your SEO ranking – meaning your client finds you easier and is more likely to stay on your page. All of these things contribute to vastly improving your chances of closing that sale!”

“I have found asking questions to drive the ‘No’ instead of the ‘Yes’ leads to more sales. By asking questions, the prospect has to answer ‘No’ opens up the door to get the ‘Yes’ at the close.

The ‘No’ questions are designed to get the prospect to tell you where they are coming up short or items they are missing. Asking these questions and actually listening will give you the upper hand when going through your sales conversation by letting you know their pain points without asking the standard ‘Yes’ questions.

So switch the way you direct your conversations from the ‘Yes’ questions to the ‘No’ questions, and you will see more success at the closing.” Explains Eric Bergman of Serendipit Consulting

Don’t hard-sell

Boxroom Office ’s Neil Roach believes that hard selling never works in a sales presentation. 

Roach says, “People know when they’re being sold to. Instead, your focus should be on solving whatever problem that person has and the most affordable way for them.

Far too many salespeople are trained to go in hard and basically talk the prospect into submission.

That approach shows a lack of finesse and a real lack of understanding of human psychology. Basically, it’s the path to most resistance, by its very nature.

The salespeople I’ve trained always focus on what the customer needs but rarely what the customer wants. If, for example, a customer wants a $1,000 smartphone, you should ask them what they need it for? If it’s “…just for calls and texts,” guide them to something more affordable.

That will cause one of two outcomes.

• 1. The customer will either buy the $1,000 phone on the spot because they know you’re not trying to strongarm them.
• 2. They’ll buy the cheaper phone, but tell everyone they meet how helpful you were and didn’t try to push the sale on them.

Either way, your business, and your reputation, and your sales figures will benefit.”

Lauren Shroll of Outside The Box opines, “When you work from specific questions and comments that put pressure on that meeting to convert, your leads who are not specifically in that small percentage of users ready to convert at the time of the call, are going to be turned off to a conversation that is already primed for someone who wants to buy.

Your ideal sales conversation should prime the user to buy, both at the time of the call and in future retargeting, by including invitations.

This means that you are inviting the user to share their concerns, preview the product, opt-in to email updates, and effectively gear the user to feel that it’s a perfect fit for their specific needs.

This is the case even if they are converting in the next 12-24 months. Your conversation should aim to make the user feel that they are comfortable making a purchase decision, but not necessarily focused on the present moment.”

And did this strategy work for her? 

Shroll shares her experience and adds, “Using this approach has helped massively with one of the software companies I work alongside.

Even in the midst of a pandemic, we have enrolled three major clients in a program that equated to several hundred users.

The reason? We primed the sales call toward “continuing the conversation” to fit our leads at any stage of their buying journey.

A conversation that started as a sales call twelve months ago turned into a neatly closed deal in the most uncertain of times to achieve an amazing return on investment.

If you do include a quote in your story, please let me know when it’s published so that I can promote it across social media channels.”

“The most effective sales presentations that help us close deals all follow one formula: Educate the prospect on a pain that they have, leverage data that is unique to them to support the pain point, then solve the problem.

If you are using a sales deck, it should follow this framework without talking about your own product until the solution section.

If you are doing a live demo, you should break this same approach into sections based on the solution you are providing.

And every solution should first be teed up by education, specific pain for the client, then solution.

Following the formula in every presentation is the key to closing.” Says Zach Rego of Unstack .

Samantha Kohn of AutoVerify recommends taking a customer-in approach in your sales presentations. “You can increase your probability of closing a deal by taking a customer-in approach (rather than a product-out approach) in your sales presentations.

Instead of starting by explaining how great your product is, consider beginning with a discussion of the pain-points your customers are trying to solve.”

Osiris Parikh of Lilius says one of the most important sales techniques is to tailor solutions to the needs of a prospective client. Parikh explains, “Asking questions and showing genuine interest in helping them, rather than seeming like a robot reading from a script, allows for greater rapport and ultimately better solutions aligned to their situation. The chances of a sale only increase from there.”

Lynell Ross of Education Advocates agrees with them and gives some practical tips. “Stress how your product or service will make your customer’s life easier.

Most customers are stressed out and have a million things on their plate. Just as important as the money they’ll save by going with you or the upgrade in quality they’ll achieve is the ease with which they’ll do it.

Even if not relevant to your product or service’s substantive qualities, stress the importance of how your company or service will remove work and time from the customer’s plate, streamline their processes, and make them more efficient.

Reference the type of lift similarly positioned customers have experienced, and use data for that where available.”

“When presenting pitches to potential clients, confidence is everything because you are what you’re selling. How you handle yourself is as important as the presentation itself.” Says Jolene Caufield of Healthy Howard .

And the best way to do that is by showing your stuff. 

Adam Smartschan of Altitude Marketing explains, “Do your research and present it in an attractive fashion. The more you show you know your stuff, the more a prospect will be willing to work with you.

Don’t just tell them their competitors are doing it better. Show them what their competitors are doing, and explain why – then tell them how you’ll help them win.”

Richard Latimer of Veritas Homebuyers explains what works best for him in sales presentations. “The best presentation technique that I employ frequently is physical cues. This includes my posture, use of hands, eye contact, and tone of voice.

Having an upright yet relaxed posture helps make your counterpart feel at ease, using your hands helps illustrate your meanings, eye contact promotes trust, and your tone of voice should guide your counterpart through the presentation.” Shares Latimer.

Paige Arnof-Fenn of Mavens & Moguls also shares her experience and says, “Before a sales pitch I always take a few deep breaths and remind myself I know this topic well, I try to make eye contact with at least a few people in the room as I speak and share stories from my experience to make my points.

I also try to smile a lot. That usually helps me relax and get started, and once I start talking, I am usually good to go.

I have presented successfully virtually, too, via video, online, and phone. With social distancing video presentations are a popular reality now and should be treated just as important as face to face meetings.”

Personalize it for the client

“One important tip is to personalize your sales presentation for your customer.

Most presentations are all about the company presenting them, which is quite backward since the prospect really doesn’t care about you (sorry). They care about their business and their own goals.

In some cases, your audience will connect the dots between the solution you offer and the problems they have, but it’s much more effective to do your research ahead of time and connect those dots between your customer’s unique problem and your proposed solution inside of the presentation.” Recommends Spencer Smith of IRC Sales Solutions .

Syed Irfan Ajmal who is a Growth Marketing Consultant at Physicians Thrive , says personalization of any sales presentation is actually easier than it looks. 

He shared a sales presentation example that helped him to win a 5-figure marketing contract. He shares the following:

• “1. Provide a forecast (traffic, leads, revenue) based on existing keyword rankings data of the client.

This visual example shows how the client stands to earn $49K to $99K per month by applying only 2 simple SEO/Content-Marketing strategies. 

• 2. Provide a comparison (in simple tabular format) of the client with the top 3-5 of their key competitors.
• 3. Provide specific content ideas (personalized for the client’s niche) that they can employ to attract more backlinks.

This visual example shows the specific ideas meant for a company working in the Household Industry. ”

Knowing your client’s competitors, what’s working for them and what’s not can easily make or break your sales pitch. 

Lenny Liebmann says, “I do research on my prospective client’s competitors. I make sure to include a passing reference to one or more of those competitors in my press. That way, the client gets the sense that I really understand their market and their challenges — as opposed to just peddling them something based on some sort of questionably universal value proposition.”

Digital Debut ’s Deniz Doganay also recommends keeping a close eye on your prospect’s competitors. “Actually, take the time to look at leading competitors of your potential client and point out the things they are doing well and what you plan to do to best them. Be very transparent in your company processes and policies as well, so the client knows exactly what to expect when entering an agreement with you.” Advises Doganay.

Mike Charles of Lookout Lofts believes short and to-the-point presentations are always better. “The 9-minute rule! Keeping your presentation to 9 minutes or less is a great rule of thumb to follow for keeping your audience engaged. If you are using slides, do not spend more than 2-3 minutes on each slide. This number is based on research that has shown audiences start to lose their attention around minute 11.”

Make it conversational 

Edwin Rubio of Vapor Empire says, “The more conversational of a pitch, the less of a sales presentation it will feel like. Everything will come more naturally by having an open dialogue because you are building the trust and rapport that many need to feel engaged and comfortable with making a purchase.” 

Melanie Musson of CarInsuranceCompanies.net agrees with Rubio and adds, “Think about the presentation as a conversation. Keep the client engaged and actively involved in the dialogue. If you do the presentation as a monologue, you’ll risk losing their attention.”

Sell your brand, not just the product

“I could write paragraphs about this. I witnessed first-hand how a sales process when well executed, will allow you to position a very normal product as the best in class. It’s all in selling on the brand and the solution.

Presentations that focus on the features and what features will do to you are losing presentations, in my opinion.

In our internal training process, we have a whole day about ‘Establishing Mastery’. Sales peeps and engineers have to establish mastery right after positioning the brand. You position the brand by talking about your internal values, how you run your business, what your vision is. And yes, this is no BS cause what you’re doing here is establishing trust with the company in front of you that you will be able to solve any problem that arises just because you are running a good business.

And that’s the key; customers should be buying the brand and not the product. First-hand. Now, of course, your product should be a real, reliable, and sustainable product that lives up to the expectations.

Once trust in the brand is established, then you dive into establishing mastery by showcasing that you know the ins and outs of the industry you are solving problems for, you understand actual use cases.

Always pull examples about current clients you have that are similar to the prospects you’re speaking to. This helps with social proofing as well as indicating to the prospect that you’ve been there, done that.” Explains Bob Sabra of Hovi .

Quincy Smith of Mira advises businesses always to show how their product\service works during a presentation to close more deals. 

“I’ve had great success by demonstrating the tools we use to complete whatever project it is we’re pitching. For example, when we show clients SEO tools and how we actually have search data on what terms they could be targeting, most of them have no idea that type of information was out there!

Experience and reputation will get you pretty far, but if you can give a little over-the-shoulder look at how you will perform your job, then you can really stand out!” Says Smith.

Alexandra Zamolo of Beekeeper believes the same and adds, “It’s always best to showcase exactly how the product or software will actually work in the exact manner in which the potential customer intends to make use of it. While most examples are great to illustrate features, a demo with more customization to the user’s exact needs will always provide better results.”

And don’t waste all your hard work by not having a clear, targeted Call to Action at the end of your presentation. 

“Every presentation or post should end with a ‘Call to Action’. The action could be anything from scheduling a meeting to submitting a query/feedback or anything else you feel is appropriate. It is important because, after the sales presentation, people are influenced. So before giving them some more time to think, it is better to involve them in some action!” Explains Adam Rowles of Inbound Marketing Agency .

Wrapping up

Sales presentations are an essential part of scaling your business. There’s no escaping them. So embrace them and try to incorporate all these tips into your next sales presentations.

As Mudassir Ahmed of Blogging Explained sums up all of them and says, “Spend less time talking about your company profile. And talk about R.O.I, how your prospect will see a return on their investment with your deal. But don’t go way deeper, awakening their logical nerves by which critical debates could happen.

Give a glimpse and value touch by adding your customers’ success stories or even case studies. You make sure to get the prospect to see himself/herself in your story and talk about the value they would get. That’s probably called human-centric marketing, where you invoke prospects’ senses with an emotion.

It also helps budget-hesitant prospects to get clear insights about their investment and ROI and make a positive decision about the deal.

Do your research and be ready to impress the prospect with this factor. The key is to be conversational rather than presentational.”

Get practical strategies that drive consistent growth

What Are the Biggest Challenges and Priorities of Entrepreneurial Sellers in 2024? [Analysis Based on 100+ Sellers]

The Ultimate Guide to Sales KPIs and Metrics – 43 KPIs You Should Track in 2024 (+ Dashboard Examples)

Lead scoring: definition, criteria, and strategy, build your first dashboard in 5 minutes or less.

Latest from our blog

• New in Databox: Safeguard Your Data With Advanced Security Settings March 18, 2024
• 12 Tips for Developing a Successful Data Analytics Strategy March 15, 2024
• Metrics & KPIs
• vs. Tableau
• vs. Looker Studio
• vs. Klipfolio
• vs. Power BI
• vs. Whatagraph
• vs. AgencyAnalytics
• Product & Engineering
• Inside Databox
• Terms of Service
• Privacy Policy
• Talent Resources
• We're Hiring!
• Help Center
• API Documentation

11 Sales Presentation Examples That Explode Your Pipeline

See uniquely effective sales pitch presentation examples and learn how to make a sales presentation that deeply engages buyers and helps you close the sale.

6 minute read

helped business professionals at:

Short answer

What makes a successful sales presentation?

A successful sales presentation deeply engages buyers by setting your product apart from competitors. It should be unique, avoiding static and generic slides.

Key elements include an attention-grabbing cover slide, a clear introduction, problem identification, solution proposal, social proof, key benefits, detailed implementation, and a clear call-to-action.

Interactivity enhances engagement, making the content more memorable. Addressing common sales objections and weaving a coherent story further ensures success.

A generic sales presentation is a silent sales killer

One of the biggest challenges for B2B sales and marketing teams is creating a presentations for sales that truly sets your product apart from the competition.

The main reason why most sales presentations fail is because they all look the same. Sure enough, certain designs are more attractive than others, but the delivery falls short all the same—static, generic, boring insufferable slides. To help you make your offer outshine the rest and leave the competition behind, I rounded up our best sales presentation examples we’ve seen used with tremendous success!

What to include in a sales presentation deck

Regardless of the industry you’re operating in, any outstanding sales presentation deck should contain the following 8 slides :

• Cover slide: your company name and logo next to an attention-grabbing tagline outlining your unique value proposition.
• Intro: here you present what your company does, why it's relevant to buyers, and how you fit into the overall picture.
• The problem: identify the main problems buyers in your niche face and why they need to be solved.
• The solution: the way your solution contributes to solving the problem mentioned in the previous section.
• Social proof: customer testimonials and case studies.
• Key benefits: the unique features of your solution that make it stand out from comparable products or services.
• The “details”: describe how the implementation process works, what the key benefits and integrations are, and what your pricing structure looks like.
• Next steps (Call-To-Action): a clear explanation of the next step a prospect is supposed to take after reading your sales presentation deck.

If this info is not enough, you may wanna read our killer post on the ins and outs of how to create exceptional sales decks .

6 questions any successful sales presentation needs to answer

If you want to turn a prospect into a client, there are 6 basic questions you’ll have to address in your sales presentation deck .

What are the benefits of switching to your product or solution over the status quo?

Why should a potential customer adopt this change now rather than later?

Why should they pick your industry solution instead of those outside of your industry?

Why should a potential buyer choose you and your company specifically?

Why should they pick your product and service? What unique value will it bring them?

Why should you get their hard-earned money?

According to David Hoffeld , these 6 basic questions are the reason behind all sales objections. If you answer them in your sales presentation, you can lead prospects through the buying process and get them to become paying customers .

Now it’s just a matter of weaving the answers to these questions into a coherent story using the outline we mentioned in the previous section.

Stop boring your prospects with static sales presentations

Static presentations should be a thing of the past. By giving your prospects an interactive presentation they can “play around” with rather than trying to decode, you enhance engagement.

Case in point: look at this example of the same presentation for sales designed in 2 different ways, one static and one interactive.

Which one would get you interested? Which would you rather keep reading?

Static PowerPoint

Interactive Storydoc

Dynamic content has big implications for your ability to make successful sales presentations. They increase the average reading time, scroll depth, conversion rate, and internal shares, and are generally seen as more informative.

Using interactive sales presentations brings real business results

Our data from analyzing over 100K Storydoc sessions suggest that these are some outcomes you can expect by moving to interactive content:

146% increase in your presentation’s average reading time (as compared to the PPT benchmark)

41% increase in the number of people who get all the way down to the end of your presentation

2.3x more internal shares within your buyer’s organization

Storydoc users report a 2x increase in conversion over their competitors. So, now that PowerPoint is no longer stopping you from achieving full potential, let's dive deeper into some sales presentation examples .

Best sales presentation examples that bring big results

Instead of wasting your time and effort on sales presentations that look pretty but don’t bring the desired results, I’ll let you in on a little secret of what makes a sales presentation highly effective and compelling .

These sales presentation examples are not your average PowerPoint decks, and rightfully so. PPTs are a 30-year-old technology that fails to meet the needs of modern-day buyers.

NOTE: All of the sales presentation examples presented below have been crafted using Storydoc. They consist of modern scroll-based interactive slides that have proven to bring great results. They're also 100% replicable, meaning you can take any of these samples and use it to create your own high-performing sales presentation in a matter of minutes.

Sales pitch presentation

What makes this sales presentation great:

• Interactive slides are perfect for leading prospects through a compelling story narrative.
• Various data visualization elements allow you to present hard data in a more digestible way.
• Tiered slides can be used to outline the key features and benefits of your solution in a condensed way.

Sales mastery guide presentation

• Contemporary design in line with the freshest trends helps position your company as youthful and cutting-edge.
• A variety of image and data visualization placeholders that can easily be customized to convey the key insights.
• A perfect balance of text-based and visual slides helps add context to your numbers.

Sales impact presentation

• It comes with plenty of image placeholders that can be edited in just a couple of clicks to include industry-relevant visuals.
• Running numbers slides can be used to present the most important metrics.
• Interactive slides are ideal for guiding prospects through a captivating storyline.

Winning sales presentation

• Minimalist design doesn’t detract from your main message while providing value.
• Timeline slides and grayed out content are perfect for walking readers through complex processes or directing their attention to the main benefits of your solution.
• The calendar integration on the last slide makes it easier than ever for prospects to book a meeting with you straight from the deck.

Sales excellence showcase presentation

• A video on the cover slide boosts engagement by up to 32% , increasing the chances of prospects reading your entire deck and taking the desired action at the end.
• Easily customizable slides which are perfect for delivering ultra-personalized sales pitches.
• A vertical timeline allows this template to be repurposed for the next stages of the sales funnel too, for example client onboarding.

High-performance sales presentation

• The narrator slide allows you to walk prospects through even the most complicated solutions in an easily understandable manner.
• Video placeholders help ensure that more prospects will get to the end of your deck .
• The ability to embed case studies helps legitimize your solution in the eyes of prospective customers.

Light mode sales presentation

• Tiered slides allow you to present a variety of services or use cases of your solution in a single deck.
• Animated slides boost user engagement and make your presentation more user-friendly, maximizing the chances of your deck getting read in full.
• A library of data visualization elements to choose from helps position your company against competition and compare key metrics.

Dark mode sales presentation

• High-contrast colors make the presentation easier to consume and interact with.
• A fully interactive layout increases user engagement, as well as the average reading time.
• Tiered slides make it easy to present your service offer or snippets of your portfolio.

Modern sales presentation

A selection of dataviz elements is ideal for demonstrating the most important business metrics and performance indicators.

• Slides combining text and images can be used to present the main features of your solution in a user-friendly way, without overloading prospects with technical specs.
• Dynamic variables can be easily edited in just a few clicks, allowing you to send out ultra-personalized versions of your sales presentation at scale.

Sales pitch presentation essentials

• The sleek layout allows you to convey key details in fewer slides, respecting your prospects' time.
• Versatile slides are readily customizable for diverse sectors and applications.
• Straightforward, easy-to-use editor guarantees that any additions or tweaks you make will seamlessly fit the existing deck design, so you don't have to worry about disrupting the layout.

Sales presentation insights

• The smart editor instantly extracts your company's branding, ensuring your presentation remains on-brand.
• The scroll-based interactive format simplifies the presentation of your offering to prospects, leading them through an engaging story.
• Our AI assistant can be used to generate relevant visuals, create the copy based on your website, or tweak the existing copy to perfection.

How to create your most effective sales presentation yet

The only way to survive in sales going forward is to make sales presentations that buyers love reading. PowerPoint will always fail to do this. It’s time to let it go. So long, old friend! You won’t be missed.

To create truly effective presentations for sales you’ll need to weave storytelling into your pitch, personalize for each prospect, and let them take the next commitment directly from your deck.

You can do all of the above and get deep insights into your sales process with Storydoc’s interactive sales presentation creator .

You can personalize at scale by integrating Storydoc with your CRM and pull prospect’s data directly into your presentations with a single click.

You can fine-tune your presentation to perfection using your extensive analytics panel.

Investigate when and where a presentation is being read, how many times it was shared internally, which parts engaged most, and which made prospects bounce.

Try Storydoc and watch your close rate break through the roof (hope you have your whiskey and cigars ready).

Sales presentation templates that win

To make your content creation easier I’ve brought you some of our best sales presentation templates to take and use.

These templates were built with business storytelling in mind. They use interactive design to engage prospects and help them break down even the most complex messages.

Each of these templates was tried and tested for every device or screen size.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

Found this post useful?

Subscribe to our monthly newsletter.

Get notified as more awesome content goes live.

(No spam, no ads, opt-out whenever)

You've just joined an elite group of people that make the top performing 1% of sales and marketing collateral.

Make your best sales presentation to date.

Stop losing opportunities to ineffective presentations. Your new amazing deck is one click away!

• Sales Career
• Sales Process
• Sales Software
• Sales Management
• Sales Report
• Account Management

15 Persuasive Sales Presentation Examples From Expert Sellers

Related articles, lead vs prospect vs opportunity: what's the difference, 52 lead generation statistics to consider in 2024, top 14 email nurture campaign best practices.

Selling Signals content and product recommendations are editorially independent. We may make money when you click on links to our partners. Learn More .

A sales presentation is a long-form explanation of your business’s value. Because they can take up to 30 minutes to deliver, they’re reserved for highly qualified prospects in the lead nurturing phase of a sale. The best presentations describe a customer problem, explain a solution, name the benefits of solving the issue, and make a call-to-action. To help you master presentations, we’ve compiled the best sales presentation examples and articulated why they work so well. 

Online Blogging Course Sales Presentation Example

In this sales presentation, Ricky is selling an online blogging course called Project 24. He starts by naming the troubles people run into when starting a blog and then giving the prospect a glimpse of what the course will help them achieve — a full-time income from blogging. Then, he stands up from his chair and goes over to a map covered with hundreds of yellow pins, and he reveals that each pin represents a student earning over $1,000 per month with their blog. 

Right off the bat he has established credibility and intrigue. He’s proven that he delivers his promise to his customers time and time again. An act of showmanship like this to begin a presentation is perfect for hooking your prospects. After showing them the promised land and the people who’ve gotten there, Ricky then gives them a four-minute tour of the best features of the course. Finally, he goes over how to sign up for the course and asks his prospects to do it.

The major takeaway from this example is the power of props and showmanship to illustrate a point. As Ricky did with the yellow pins, find ways to support your claims with some sort of visual element. Your presentation hit the audience with more force. 

Online Coding Course Sales Presentation Example 

Here’s another online course presentation — it's shorter than the last one and the presenter takes a slightly different approach. He first demonstrates his expertise by showing the many books he’s written on the subject. After gaining the lead’s trust, he explains how this coding course is different from the others out there. In this course, students won’t have to learn computer science and can start building things almost immediately. 

Next, the sales rep reviews the benefits of taking the course, which in this case manifest as the coding tasks that students will learn to do. About three-quarters the way in, he drops the biggest value proposition: he'll teach them how to write programs that automate their busy work and increase their productivity. In case anyone isn’t interested in that, he also adds that coding is fun and will improve critical thinking skills. To finish, he asks leads to sign up for his course.

Note how this presenter first establishes how this coding course is different from and better than the others out there. In your presentations, consider bringing up complaints customers have with your competition and then showing them why that won’t happen with your business. 

B2B SaaS Sales Presentation Example  

In this presentation, Neil Patel presents Keap, an email marketing tool. The presentation is technically a customer testimonial since he’s a user and not the company’s salesperson, but it still comes off as a well-constructed sales presentation for nurturing qualified leads . Neil begins in the classic manner — describing some major pain points for marketers — before introducing the product as the solution to those issues. 

Next, he explains some ways that he uses the software and the benefits he receives. For example, one use case he gives is the ability to set up automated text messages to follow up with prospects to increase the closing rates and give salespeople more time to focus on other prospects. Because it’s a testimonial video, it’s missing a call-to-action, but besides that piece, it’s a presentation worthy of emulation.

Something you should definitely consider emulating from this presentation is the structure — problem, solution, benefits — that he employs to hook and convince the reader to buy the tool. It works for every industry and type of sale. 

Proptech Sales Presentation Example

The presenters begin by stating their goal — to show property managers why mobile inspection technology makes resident move-ins and move-outs painless. Next, the two salespeople introduce themselves as experts in the field and the product, HappyCo, as a useful tool for powering property operations. Then they lay out the agenda for the presentation, before embarking on a respectful critique of a current way of doing business, paper inspections. 

To bolster their case, they show quotes from customers explaining how paper inspections hurt their business. One complained that their maintenance staff used to fix resident-caused damage without documenting it, thereby making it impossible to charge the resident. After proving the problems with paper methods, the presenter dives into the product and its benefits and another team member even gives a live software demo. It ends with questions and answers.

Including product demos in your presentations is a powerful tactic. And it doesn’t necessarily have to be a live demo either. For example, you could record videos of people using your product or software and then show those to help your audience make sense of how it works. 

Marketing Software Sales Presentation Examples

The presenter begins by introducing the tool, Mention, and tells her audience how it works in plain language. Next she uses a slide titled “What can I do with Mention?” and explains the three major use-cases of the tool and the resulting benefits. She then uses her next slides to give a deeper explanation of each of the three major use-cases she introduced in that first slide. 

She then switches out of her slide deck and into a live demo. This is typical of software sales presentations. She spends the next 15 minutes showing her leads how to set up competitor tracking and how to analyze the data collected to discover insights that help them get a competitive advantage in their industry. After the demo, she switches back to slides and reviews the key takeaways, and asks interested viewers to schedule a personalized demo.

Although the presenter doesn’t begin with a problem, she does mention how each feature solves specific pain points when she’s presenting their benefits. Something she did that you could apply to your presentations is summarizing your presentation before making the call-to-action. This gets your audience thinking about how valuable your solution is, so they’re more likely to agree to the next steps when you make your ask.

CRM Sales Presentation Example

This presenter, a HubSpot certified partner, starts by introducing a problem for many marketers — they have too many tools in their tech stack and things are messy. After spending some time with that problem, he introduces HubSpot, saying that “the antidote to complexity is organization.” The salesperson then describes HubSpot as a centralized communication platform, meaning that every app and software connects through it. It’s, in essence, a hub. 

He then tells his viewers that this means data that used to be siloed off in different platforms all becomes available in HubSpot, and explains the awesome things that this allows users to do, like gain lead intelligence, automate tasks, run analyses, and handle ad attribution. Throughout the presentation, he uses screenshots of the software to add clarity to his feature explanations. It ends with him going over pricing plans and asking leads to call him to learn more.

This presenter does a great job of presenting a problem and analyzing it in a way that makes him sound like an expert and evokes feelings of hatred for the problem in his audience. In your presentations, elaborate on the negative consequences of the problem you choose to mention. This aggravates the pain and makes prospects more eager to eliminate it. 

Legal Tech Sales Presentation Example 

In this sales presentation, Cory from LawYaw, a legal tech company, presents their document automation software and explains why it will help lawyers save time and improve productivity. After a short introduction, he sets an agenda, and a slide gives us the outline, which is worth zooming in on because it’s a great example of a persuasive structure. To begin, he discusses some new trends in the legal space and shares some opportunities to profit from these trends. 

After establishing himself as knowledgeable in the industry, he analyzes a big problem for his buyers — document rejection — and lists its costs. After establishing the magnitude of the key issue, he positions document automation as a solution, explains how it works, and names its biggest benefits. To boost credibility, he also uses a customer success story. Next, he changes from a sales deck to a live demo, before rounding out the presentation with a Q&A session.

The agenda portion of his presentation is something you should consider incorporating into your own presentations. By providing an outline of what you’ll cover, you’re telling them what to expect, and giving them a pleasing sense of control over the experience. 

B2C Tech Product Sales Presentation Example

This next sales presentation example portrays Melody, an Apple salesperson, introducing the new iPad (the second half of the video is a presentation for the iPad Pro). During the first two minutes, Melody goes over the new design, showing images of the phone. She discusses the new features and their benefits, including a new front camera placement, which is better for video calls (something her leads are likely using their iPads for).

At the two and half minute mark, she hands the reins to her partner, Mish, who explains another improvement to the hardware: a new keyboard called Magic Keyboard Folio. He then names some features and benefits, like “full-size keys, one millimeter of travel, and a responsive feel.” To finish, Melody lists the price and reviews why this product is so unique and valuable.

Note that whenever the second presenter names a feature, he almost always follows it with a benefit. The result almost always impresses a prospect more than how it was achieved. To really drive home the importance of your features, immediately state how they will positively impact the person’s business, job, or life. 

B2C SaaS Sales Presentation Example

Although this is a pitch to investors, the Brand Yourself owners use a sales deck and stay close to the ideal structure of a sales presentation. They start with a strong hook in the form of a story about their typical user. They tell the story of a young man fresh out of college who is highly qualified but still struggling to get a job because of his major issue, namely, that employers are researching him online and finding unflattering photos of him partying, of “gap year Steve.”

The sales duo uses their sales deck responsibly throughout the presentation, especially above, where they show a picture to get some laughs and get their buyers in a good mood. After sharing this story, they explain the major problem afflicting applicants today — bad online reputations, and then introduce their tool and how it works, using slide deck images to show the buyers. In the end, they state its value proportion: protects and improves how you look online.

If you copy one thing from this presentation, it should be their use of humor to set the mood. Provided that the setting isn’t too professional, consider introducing a few jokes at the beginning. Jokes not only lighten the mood, but they also make your audience more likely to pay attention closely, because you’ve primed them to think that they might get another laugh. 

Freelance Photographer Sales Presentation Example

This is a short yet persuasive presentation in which a freelance real estate photographer shares reasons why leads should hire him as their photographer. He begins by introducing himself and his business and then previews for his prospects what they’ll learn in this presentation. Then he starts listing the reasons for hiring him. Most of them are valuable differentiators that set him apart from the competition. For example, his customers receive free property websites. 

They can use these website links to easily promote their listing across social media and other channels. Near the end of the presentation, he starts to show his prospects some great photographs he’s taken for past clients, all the while explaining why people who use professional photographers are more likely to sell their houses than people who don’t. To close out, he asks his audience members to call him, and puts his phone number up on the screen.

Differentiators help your business stand out from the crowd. They can be the reason a prospect chooses you over a competitor. So, when you can, follow this presenter’s lead and list valuable services or features that you provide but other companies don’t. 

Freelance Writer Sales Presentation Example

Here’s another great example for freelancers. The structure of this sales presentation is pretty simple. The presenter goes over ten reasons to hire him. They range from his being recognized by Microsoft as a valuable service provider to his transparency about pricing and process. Each reason gets anywhere from 20-30 seconds of elaboration and an image or two to emphasize his points. For instance, he displays his Microsoft certificate on the screen when talking about it.

After sufficiently proving that he has expertise, credibility, reliability, and other qualities potential clients are looking for in a writer, he closes the presentation with a clear call-to-action. He tells his leads to head over to the Contact page on his website and fill out the Contact form to get in touch.

Although it’s a setup without much flair, the salesperson’s main points, along with the easygoing and confident attitude with which he delivers them, should entice potential buyers to reach out. One thing he nails is establishing himself as an expert in the field. Sprinkle in credibility indicators like education, credentials, and awards throughout your presentations to give your words and claims a bit more weight.  

Real Estate Agent Listing Sales Presentation Example

The mock sales presentation starts at the 2:20 minute mark when the listing agent begins his mission to convince a pretend homeowner to hire him as their agent. He first hints at his company’s successful track record and then explains their home selling process, which, among other methods, consists of taking magazine-grade photography and marketing the home on YouTube, email, and print marketing. He always explains the benefits of each strategy. 

Then he drops what is probably the biggest value-add for his prospects — the fact that 33,000 people in Colorado subscribe to the magazine Colorado Homes, where he will advertise the house and it will get tremendous exposure. He continues to go over other strategies he’ll use to attract people to the house before executing a persuasive closing minute and asking the customer if they want to talk more about marketing their home.

The best part of this sales presentation is his close. His voice drips with confidence, and he previews the call-to-action with a reminder of what separates him from other listing agents. Then he says, “So shall I pack my things up and leave or do you want to talk more about the marketing of your home?” Try to match his assertive style when making your CTAs.  

Car Sales Presentation Example 

In this sales presentation, a Subaru sales rep presents the new Impreza model to a large audience. He begins by appealing to the greatness of the Impreza tradition, stating that “value, safety, and longevity, are the calling cards for Impreza.” He explains that this car will stay true to the tradition, and then explores what makes this one distinct, and better than, former Imprezas — the fact that it's sportier and more fun to drive. 

He then anticipates an objection about switching from sedan to hatchback, and deals with it by promising that this allows for a sportier design package and a roomier interior. Next, he goes over some other new features, and gets the audience to imagine all the places the car can take them (ski trips, camp, etc.) before invoking a metaphor and calling it “a modern-day swiss army knife.” Overall, this presentation is a great example of how to evoke desire with words.

Anticipating concerns and hesitations your prospect might have and then proving why they’re unsound, as this presenter does brilliantly, is a great technique to use in your sales presentations. Consider picking the three sales objections you hear most often and rebutting them where it makes the most sense in the presentation. For instance, if people always question a feature’s functionality, deal with that objection right after presenting the feature. 

Wholesale Sales Presentation Example

In this filmed mock sales presentation, Mary, a wholesaler for a golf products company, presents to an owner of a golf retail store. She begins with small talk about golf and local clubs, which is a surefire avenue for connection seeing that her lead owns a golf store. After about a minute, she stops the chit-chat and sets the agenda, making sure to ask him if he agrees to it. Then, to set the stage and show she knows his situation, she reviews his last meeting with her company. 

Next, she asks some questions. At this point, the presentation veers a little from traditional sales presentations. Typically, the seller would’ve already interviewed the lead on a previous meeting or discovery call . Despite that variation, the rest follows a more typical structure. She introduces the services and their value to him as a retailer. Then she reviews promotions like a military discount, the margin (32%). And, lastly, they negotiate the deal and come to an agreement.

Small talk is a great way to get your prospect into a good and trusting mood before you start presenting. The best way to kickstart it is with open-ended questions. Consider doing some research about your prospect beforehand and coming up with 1-2 personalized questions based on their hobbies, job responsibilities, etc., For example, you might say “I noticed you used to work in finance — what made you switch to marketing?” 

Consumer Product Sales Presentation Example

This sales presentation example from Shark Tank’s archives displays a consumer product entrepreneur pitching a high-tech sponge called Scrub Daddy. While it’s not a presentation in a traditional sense, and instead a pitch to investors, there’s still a lot to learn from it, primarily, the art of showmanship. To begin, Aaron briefly introduces his product, holding one in each hand, as “the cutest but most high-tech scrubbing tool in the world.” This piques the viewers’ interest.

Next, he shares the unique selling proposition — that the sponge changes texture according to the water temperature. To illustrate, he immerses one sponge in hot water and the other in cold water for a few seconds. After taking them out, he pounds on each with a 10-pound weight. The hot one is like a rock, while the soft one squeezes under the weight.

For salespeople, the main takeaway here is to find interesting ways to quickly demo your product mid-presentation. You can demo it on your slides or in person. If you’re selling an unbreakable water bottle, displaying a video of it being run over by a car and keeping its form will impress and entertain your audience and also convince them that your claims are true. 

Bottom Line: Sales Presentation Examples

Persuasive sales presentations are hyper-focused on proving two things: that the problem is serious, and that their solution is well equipped to solve it. Further, the best presentations precede this discussion with introductions and an agenda, follow it with a strong call-to-action, and make use of helpful slides throughout. Studying examples is a great exercise to learn how to present. For more education, check out how to create and deliver a sales presentation . 

Get the Latest Articles Delivered to Your Inbox

Check out our recent and related articles on the topic

Learn the differences between leads, prospects, and opportunities. Understand how to turn leads into prospects and opportunities.

Lead generation is an important part of any successful sales strategy. Check out these 52 lead generation statistics to help you get ahead.

Email nurture campaigns are an effective way to engage leads. Learn sales experts' 14 best practices for successful email nurture campaigns.

7 Best Lead Generation Companies in 2024

Looking for the best lead generation companies for prospects? Explore the top seven lead gen companies and learn how they generate leads.

Best Lead Scoring Template for Effective Qualification

Lead scoring is essential for driving effective marketing efforts. Use our lead scoring template to support your goals.

B2B Lead Generation: Process, Benefits & Strategies

B2B lead generation helps you identify, target, and qualify prospects. Learn the process, tools, and benefits for inbound and outbound success.

PPC Lead Generation: How to Generate Quality PPC Leads

Learn the strategies for generating PPC leads. Discover the best practices for successful lead generation campaigns.

Top 6 Lead Nurturing Strategies for 2024

Lead nurturing is essential to customer success. Check out the top six strategies to help drive conversions and get more qualified leads in 2024.

How to Find Decision-Makers in a Company

Finding the right decision-makers in a company can be a challenge. Learn how to identify and reach out to the right people in an organization.

What Does a Sales Analyst Do? We Break It Down

Published: January 07, 2022

Considering a career in sales but want something that pushes the limits of a traditional sales rep’s role? Enter, the sales analyst. It’s a sales operations role that’s less about selling a product or service to customers and more about selling next steps and solutions to your internal sales team.

The result? A career and career path that draws heavily on your ability to think critically, analyze complex data, and communicate your results clearly to peers and executives.

Let’s take a deeper dive into the career trajectory of a sales analyst and what you can expect to earn at each stage. Finally, we’ll look at real-life sales analyst job descriptions so you know what to expect when you start the hunt for your next move.

Sales Analyst Career Path

1. sales analyst.

A sales analyst’s job is to increase sales and revenue for a company. This is achieved by running competitive analysis, forecasting, and making recommendations on how the sales, marketing, and other teams should move forward.

A sales analyst might even coordinate with the marketing team on how to run successful campaigns, or work with the supply chain team to make production or inventory run smoothly.

While there are no specific education requirements you’ll see across the board, a bachelor’s degree in statistics, math, market research, or computer science is a plus — and a master’s degree in a related field can increase pay and make promotions more accessible.

Sales Analyst Salary

According to Indeed, the average base pay for a sales analyst in 2020 was $62,858 with an average additional cash compensation of $3,887. That said, there's considerable variability in how sales analysts are compensated. According to Glassdoor, that base salary figure typically falls between $38,000 to $76,000.

2. Senior Sales Analyst

The next step in your career growth is a senior sales analyst. It generally also means a pay bump — with an average annual salary of $79,347 . The responsibilities are similar to that of a sales analyst, but may call for more advanced data collection, statistical software use, and the conversion of complex data into easily digestible presentations, graphs, or reports.

This role might also be more client or management-facing, sharing the results of a whole team of analysts. Many senior sales analyst positions require, or strongly prefer, a master’s degree in market research or a related field, but certifications can be a valuable way to boost your resume. The International Institute of Market Research and Analytics offers a Certified Market Research Professional (CMRP) exam worth looking into.

3. Financial Analyst

Forecasting, long-term financial planning, and operational and financial reporting are just a few of the skills you’ll hone in on this position. It might sound similar to a sales analyst position, but it requires you to focus on one area and master it.

Your ability to analyze results in Business Intelligence (BI) Applications like Looker , Tableau , or Qlik will give you a leg up when speaking to your experience creating data models. And forecasting to increase team or business efficiency, business planning, and staffing requirements will broaden your scope outside that of a traditional sales analyst.

With greater expertise comes a higher salary. Financial analysts receive an average base salary of $70,809 annually .

4. National Account Manager

If you’re ready for a new challenge, you might make the eventual jump to national account manager . In this role, you’d serve as the liaison for client relationships, communicating sales and marketing messages and assisting in the management of the account.

Outlining sales goals, defining budgets, and setting margin targets are tasks you’d oversee. You’d also likely provide monthly or quarterly sales overviews outlining wins and challenges the account faced over that period of time.

You might also work directly with the legal team to iron out proposals and other contract initiatives. Finally, adding value to existing accounts would be an important part of the role.

Whether developing promotional materials or desirable services or programs for your clients, searching for new ways to keep them as a customer is a major focus for this type of role. The good news? The average annual base pay for a national account manager increases to $95,000.

5. Sales Operations Manager

A sales operations manager still relies heavily on your ability to use BI software, analyze data, and interpret results that drive strategic decisions. But instead of being client-facing, your focus rests internally on supporting the front lines of your sales team.

You should expect to need expert-level Excel and SQL knowledge, have experience solving complex business problems, and maybe even have an M.B.A.. The average base pay for a sales operations manager is $97,370 annually.

6. Finance Director

Once you’ve proven your ability to manage the financial health of a sales team, you might be ready to take on more responsibility as a finance director. In this role, you’ll be responsible for your company’s overall financial well-being. Both operational and strategic, you’ll put your forecasting skills to use creating a financial roadmap for the business.

You should have demonstrated experience analyzing and communicating complex financial information and familiarity with the software your company uses. Show your history of reporting, creating strategies, and communicating results in a concise, jargon-free way. The national salary average for a finance director is $136,475 .

7. Director of Sales Operations

As director of sales operations, you’ll work with many of the analysts and other previous roles we’ve discussed to identify an overall strategic vision and roadmap for the sales organization at your company.

You’ll likely develop key performance indicators for your salespeople to hit, meet with sales leaders to discuss challenges and ways forward, and listen to your analysts to determine strategic steps forward in your industry.

You’ll lean heavily on your analytical background to understand the information presented to you. And at this stage in your career, you have at least 10 years of experience and a proven track record in the business. Base pay for this position averages $132,132 per year.

Sales Analyst Job Description

Sales analysts support executives, managers, and broader sales organizations. They're expected to research sales trends, evaluate sales performance, and identify areas for growth. They generally have roughly three years of experience in sales — but more senior sales analyst positions might require a master's degree.

Let's break down the typical day-to-day responsibilities of a sales analyst and the key skills needed to execute them:

1. Develop projections and forecasts.

Combining and analyzing data to forecast sales trends is a crucial part of the job. Ultimately, your insights will guide your organization to make smarter decisions when setting goals, budgeting, prospecting, and other revenue-impacting factors. In many cases, a sales analyst will also examine the potential revenue growth of various proposals.

Sales forecasting, statistical or predictive modeling, and proficiency in statistical software like Excel , Demand Caster , or NetSuite .

2. Communicate with company leadership regularly.

Because of the data-driven nature of the job, you may assume a sales analyst only needs sharp technical skills — but strong communication skills are equally essential. You should be comfortable sharing reports and demonstrating an ability to diagnose problems and implement solutions.

For instance, you may need to condense complex or technical information into a palatable and easy-to-understand presentation for company leadership. You may also lead staff meetings to explain new sales trends or strategies.

Strong written and oral communication and competency in presentation software like Microsoft PowerPoint , Google Slides , or Keynote .

3. Monitor and evaluate sales performance.

One of the chief duties of a sales analyst is assessing sales data for an organization — specifically examining monthly, quarterly, and annual reports to identify trends, patterns, and areas for growth or improvement.

Additionally, sales analysts examine market data, customer metrics, and competitor activity to identify areas where an organization can increase its efforts.

Sales reporting, data analytics, and competency in spreadsheet and database management .

4. Guide marketing and supply chain efforts.

A sales analyst may work as a consultant across sales, marketing, and even supply chain departments.

For example, a sales analyst may advise marketing teams in the development of campaigns. Pulling insights from their data, they can identify markets to target with advertising and marketing efforts.

Ability to work independently and with cross-functional teams.

Sales Analyst Job Descriptions

If you’re like me, you learn best by seeing things in the real world. So, here are a few actual job descriptions for sales analyst positions and above.

Sales Analyst Job Description Example

Sales Reporting Analyst Job Description Example

Financial Analyst Job Description Example

Sales Operations Analyst Job Description Example

A sales analyst doesn't just crunch the numbers — they help steer the ship when it comes to important decision-making in sales and marketing.

If you think this role is right for you, consider broadening your technical skills and boosting your resume with relevant certifications. And if you're starting from the ground up, seek out entry-level sales or accounting positions to kick start your new career path.

Editor's note: This post was originally published on June 6, 2019 and has been updated for comprehensiveness.

Don't forget to share this post!

Related articles.

9 Strategic Planning Models and Tools for the Customer-Focused Business

S&OP: A Comprehensive Overview of Sales and Operations Planning

A Straightforward Guide to Qualitative Forecasting

4 Clever and Effective Ways to Simplify Your Sales Process From Seasoned Sales Experts

How to Develop a Strategic Plan for Business Development [Free Template]

Lead Distribution Methods and Best Practices

Lead Routing: How to Precisely Implement and Route Key Prospects

The 25 Best Lead Distribution Software in 2022

Return on Sales: How to Calculate It and What You Need to Know

30 Key Interview Questions and Answers for Sales Operations Role

Find, interview, and hire exceptional salespeople who will exceed quota every month.

Powerful and easy-to-use sales software that drives productivity, enables customer connection, and supports growing sales orgs

Close more deals with the latest sales trends and tips from Salesblazers.

Revenue vs. Sales: Why the Difference Matters

Learn how to calculate (and grow) two topline business metrics to realize financial health and drive success.

Patrick Charlton

Share article.

• Link Copied

Your top rep closes a big deal after months of hard work. Pulling in big money for the company has them on cloud nine. But when the company’s revenue statement comes in, they’re surprised to see that the deal isn’t included in the bottom line. What gives?

If you’re confused, don’t worry. Many sales professionals don’t realize that sales and revenue don’t always align. We’ll talk about what they are, why they matter, and how to keep your numbers growing — across all targets.

What you’ll learn:

What is sales, what is revenue.

• What is the difference between revenue vs. sales?

Revenue vs. sales in your financial statement

How to increase your sales and revenue, unify sales, finance, and legal on the #1 ai crm.

When sales, finance, and legal are disconnected, the customer feels the pain. Learn how Revenue Cloud can help.

At its simplest, sales is the exchange of something of value for currency. When talking about sales, you often hear these terms:

• Gross sales: Refers to the total amount of money you bring in from selling your products or services over a given time period. For example, a SaaS company may sell 10 yearly licenses of its software for $1 million each. That’s $10 million in gross sales for the year.
• Net sales: This is the gross sales amount minus the cost of goods sold (COGS). If you sold $10 million in SaaS licenses, as in the above example, and have $2 million in COGS, your net sales for the year would be $8 million.

( Back to top )

Revenue is the total amount of money your business brings in or the top line on your income statement.

To come up with this total, add all the money you generate from sales, primary business activities, and non-operating revenue, such as profit from investments. The company can use this money, including recurring revenue , to cover costs like equipment purchases and employee compensation.

Revenue is more than just a single number, though. If you’ve ever read a corporate income statement, you’ve probably seen three different types of revenue:

• Gross revenue: Refers to the total amount of money you receive from sales and use of products or services. If you received $200,000 in payments for your products in March via ongoing subscriptions and sold an additional $100,000 in new products, your gross revenue amount for the month would be $300,000.
• Net revenue: This is your gross revenue minus your organization’s operational expenses or COGS, including production and marketing costs. Using the example above: If you spent $70,000 to run the business in March, your net revenue would be $300,000-$70,000, or $230,000 for the month.
• Non-operating revenue: Some organizations bring in revenue from sources separate from their core business. This can be anything from grants and dividends to asset sales. If a technology company earns money from selling a building, for example, the amount of revenue from that sale counts as non-operating revenue. This is because it was not earned through selling products or services as part of normal operations.

Get the latest articles in your inbox.

360 Highlights

Yes, I would like to receive the Salesblazer newsletter as well as marketing emails regarding Salesforce products, services, and events. I can unsubscribe at any time.

By registering, you confirm that you agree to the processing of your personal data by Salesforce as described in the Privacy Statement .

Thanks, you’re subscribed!

Revenue vs. sales: Highlighting the key differences

On the surface, it’s easy to assume that your total sales should be the same as your total revenue, but the number is typically different due to non-operating revenue. While revenue includes sales, it also accounts for deductions and investments.

Here are the key differences between the two:

• Income source: Sales totals come from money earned in exchange for goods or services. However, revenue also includes income from liquidated assets, such as the sale of stock, equipment, and property.
• Spending availability : Sales totals represent the amount closed in deals, but not necessarily the amount that’s been paid by customers. Revenue, however, is money that’s already in hand.

Financial statements can be confusing, but they are also key to helping sales representatives track their progress. A company’s financial or income statement lists its revenue and expenses, showing its profit (revenue exceeding all expenses) or loss (revenue less than total expenses) for a given period.

All publicly traded companies must release a financial statement every quarter. They don’t all look the same, but common amounts included are:

• Total sales and revenue
• Cost of goods sold
• Gross profit
• Operating expenses
• Net revenue or loss

How do you keep track of all of this? Sales Cloud’s analytics capabilities make it possible to compile all sales and revenue data quickly and see forecasts in real-time. This can help you predict the numbers that might appear on your financial statements, prepare for upcoming quarters years, and make decisions to strengthen the financial health of your company.

Trending Articles

3 Ways Generative AI Will Help Marketers Connect With Customers

Learn AI Skills on Trailhead

Sales and revenue are more than just numbers. They’re indicators of how healthy and profitable your business is. When your business is strong, you can expand market share and build new products, which is critical for growth. So how do you actually improve your sales and revenue? Here are some tips to consider:

• Determine your go-to-market strategy You can create a profitable go-to market strategy. , or method for creating a new product and taking it to market, by building buyer personas , conducting competitive research, and identifying the right sales channels to start marketing your offering.
• Use discounts Discounts are an effective way to bring in new buyers. But you don’t want to over-discount, or your sales won’t be enough to cover expenses. Take a close look at your overhead and see how much you can discount and for how long before selling at full price.
• Consider a subscription model Subscription models provide regular and recurring revenue, which can help increase sales and revenue without having to continually sell new products.
• Help your sales team meet their quota with enablement Sales quotas are goals sellers are expected to meet (typically a certain amount in sales each quarter). Set achievable quotas and help your team hit them by offering enablement programs and resources that make selling easier.
• Set an accurate sales forecast A sales forecast estimates how much your business will bring in during a set time period. This is a key piece of your revenue puzzle — if you spend more than you bring in, you’ll be in the red. And if you know that in advance, you can change your strategy to ensure you stay in the black.

All of this is significantly easier when you use a CRM versus an old-school spreadsheet. With all of your sales data in one place, you can drive forecast accuracy, grow your pipeline, and optimize revenue in real-time.

Drive growth in sales and revenue

Everyone’s happier when your numbers are growing — your C-suite, sales staff, and investors alike. Sales and revenue are distinct but intertwined, and both are critical for the health and longevity of your business. Create a scalable strategy that helps you grow both numbers, leaning on an AI-powered CRM to handle the heavy lifting.

Want to take the #1 CRM for a test drive?

Go on our Guided Tour to see how Sales Cloud boosts productivity at every stage of the sales cycle. 

Just For You

What Is Sales Closing Percentage, and How Do You Measure It?

What Is Total Target Compensation – And What Factors Impact It?

Explore related content by topic

• Sales Fundamentals
• Sales Leader
• Sales Operations
• Salesblazer

Patrick Charlton is passionate about teaching students about business-to-business sales, strategies for customer relationship management, and data analytics. He also serves as a faculty advisor to the first Canadian Salesforce student group, is a member of the leadership team for the Ottawa Salesforce User Group, and is a co-organizer of the annual Canadian Sales Educators Symposium. Patrick is based in Ottawa, Canada, and holds an MBA with a specialization in Professional Selling & Leadership from the University of Fredericton. Additionally, he holds a Certified Sales Leader designation from the Canadian Professional Sales Association.

15 Top Sales Podcasts That Inspire Selling Greatness

The Secret of Outcome-Based Selling? Pitch the Future, Not a Product

Demand Generation vs. Lead Generation: What’s the Difference?

Recoverable Draw: How and Why to Loan Your Sales Reps Money

Don’t Mess Up Your Pricing Strategy — Here’s How to Do It Right

The Complete Guide to Channel Sales

Make Your Sales More Efficient with Sales Qualified Leads (SQLs)

Don’t Dread the “Sell Me This Pen” Interview Question — Here’s How to Nail the Answer

New to Salesforce?

• What is Salesforce?
• Best CRM software
• Explore all products
• What is cloud computing
• Customer success
• Product pricing

About Salesforce

• Salesforce.org
• Sustainability

Popular Links

• Salesforce Mobile
• AppExchange
• CRM software
• Salesforce LIVE
• Salesforce for startups
• América Latina (Español)
• Brasil (Português)
• Canada (English)
• Canada (Français)
• United States (English)

Europe, Middle East, and Africa

• España (Español)
• Deutschland (Deutsch)
• France (Français)
• Italia (Italiano)
• Nederland (Nederlands)
• Sverige (Svenska)
• United Kingdom (English)
• All other countries (English)

Asia Pacific

• Australia (English)
• India (English)
• Malaysia (English)
• ประเทศไทย (ไทย)

© Copyright 2024 Salesforce, Inc. All rights reserved.  Various trademarks held by their respective owners. Salesforce, Inc. Salesforce Tower, 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

• Integrations
• Learning Center

MoSCoW Prioritization

What is moscow prioritization.

MoSCoW prioritization, also known as the MoSCoW method or MoSCoW analysis, is a popular prioritization technique for managing requirements. 

  The acronym MoSCoW represents four categories of initiatives: must-have, should-have, could-have, and won’t-have, or will not have right now. Some companies also use the “W” in MoSCoW to mean “wish.”

What is the History of the MoSCoW Method?

Software development expert Dai Clegg created the MoSCoW method while working at Oracle. He designed the framework to help his team prioritize tasks during development work on product releases.

You can find a detailed account of using MoSCoW prioritization in the Dynamic System Development Method (DSDM) handbook . But because MoSCoW can prioritize tasks within any time-boxed project, teams have adapted the method for a broad range of uses.

How Does MoSCoW Prioritization Work?

Before running a MoSCoW analysis, a few things need to happen. First, key stakeholders and the product team need to get aligned on objectives and prioritization factors. Then, all participants must agree on which initiatives to prioritize.

At this point, your team should also discuss how they will settle any disagreements in prioritization. If you can establish how to resolve disputes before they come up, you can help prevent those disagreements from holding up progress.

Finally, you’ll also want to reach a consensus on what percentage of resources you’d like to allocate to each category.

With the groundwork complete, you may begin determining which category is most appropriate for each initiative. But, first, let’s further break down each category in the MoSCoW method.

Start prioritizing your roadmap

Moscow prioritization categories.

1. Must-have initiatives

As the name suggests, this category consists of initiatives that are “musts” for your team. They represent non-negotiable needs for the project, product, or release in question. For example, if you’re releasing a healthcare application, a must-have initiative may be security functionalities that help maintain compliance.

The “must-have” category requires the team to complete a mandatory task. If you’re unsure about whether something belongs in this category, ask yourself the following.

If the product won’t work without an initiative, or the release becomes useless without it, the initiative is most likely a “must-have.”

2. Should-have initiatives

Should-have initiatives are just a step below must-haves. They are essential to the product, project, or release, but they are not vital. If left out, the product or project still functions. However, the initiatives may add significant value.

“Should-have” initiatives are different from “must-have” initiatives in that they can get scheduled for a future release without impacting the current one. For example, performance improvements, minor bug fixes, or new functionality may be “should-have” initiatives. Without them, the product still works.

3. Could-have initiatives

Another way of describing “could-have” initiatives is nice-to-haves. “Could-have” initiatives are not necessary to the core function of the product. However, compared with “should-have” initiatives, they have a much smaller impact on the outcome if left out.

So, initiatives placed in the “could-have” category are often the first to be deprioritized if a project in the “should-have” or “must-have” category ends up larger than expected.

4. Will not have (this time)

One benefit of the MoSCoW method is that it places several initiatives in the “will-not-have” category. The category can manage expectations about what the team will not include in a specific release (or another timeframe you’re prioritizing).

Placing initiatives in the “will-not-have” category is one way to help prevent scope creep . If initiatives are in this category, the team knows they are not a priority for this specific time frame. 

Some initiatives in the “will-not-have” group will be prioritized in the future, while others are not likely to happen. Some teams decide to differentiate between those by creating a subcategory within this group.

How Can Development Teams Use MoSCoW?

  Although Dai Clegg developed the approach to help prioritize tasks around his team’s limited time, the MoSCoW method also works when a development team faces limitations other than time. For example: 

Prioritize based on budgetary constraints.

What if a development team’s limiting factor is not a deadline but a tight budget imposed by the company? Working with the product managers, the team can use MoSCoW first to decide on the initiatives that represent must-haves and the should-haves. Then, using the development department’s budget as the guide, the team can figure out which items they can complete. 

Prioritize based on the team’s skillsets.

A cross-functional product team might also find itself constrained by the experience and expertise of its developers. If the product roadmap calls for functionality the team does not have the skills to build, this limiting factor will play into scoring those items in their MoSCoW analysis.

Prioritize based on competing needs at the company.

Cross-functional teams can also find themselves constrained by other company priorities. The team wants to make progress on a new product release, but the executive staff has created tight deadlines for further releases in the same timeframe. In this case, the team can use MoSCoW to determine which aspects of their desired release represent must-haves and temporarily backlog everything else.

What Are the Drawbacks of MoSCoW Prioritization?

  Although many product and development teams have prioritized MoSCoW, the approach has potential pitfalls. Here are a few examples.

1. An inconsistent scoring process can lead to tasks placed in the wrong categories.

  One common criticism against MoSCoW is that it does not include an objective methodology for ranking initiatives against each other. Your team will need to bring this methodology to your analysis. The MoSCoW approach works only to ensure that your team applies a consistent scoring system for all initiatives.

Pro tip: One proven method is weighted scoring, where your team measures each initiative on your backlog against a standard set of cost and benefit criteria. You can use the weighted scoring approach in ProductPlan’s roadmap app .

2. Not including all relevant stakeholders can lead to items placed in the wrong categories.

To know which of your team’s initiatives represent must-haves for your product and which are merely should-haves, you will need as much context as possible.

For example, you might need someone from your sales team to let you know how important (or unimportant) prospective buyers view a proposed new feature.

One pitfall of the MoSCoW method is that you could make poor decisions about where to slot each initiative unless your team receives input from all relevant stakeholders. 

3. Team bias for (or against) initiatives can undermine MoSCoW’s effectiveness.

Because MoSCoW does not include an objective scoring method, your team members can fall victim to their own opinions about certain initiatives. 

One risk of using MoSCoW prioritization is that a team can mistakenly think MoSCoW itself represents an objective way of measuring the items on their list. They discuss an initiative, agree that it is a “should have,” and move on to the next.

But your team will also need an objective and consistent framework for ranking all initiatives. That is the only way to minimize your team’s biases in favor of items or against them.

When Do You Use the MoSCoW Method for Prioritization?

MoSCoW prioritization is effective for teams that want to include representatives from the whole organization in their process. You can capture a broader perspective by involving participants from various functional departments.

Another reason you may want to use MoSCoW prioritization is it allows your team to determine how much effort goes into each category. Therefore, you can ensure you’re delivering a good variety of initiatives in each release.

What Are Best Practices for Using MoSCoW Prioritization?

If you’re considering giving MoSCoW prioritization a try, here are a few steps to keep in mind. Incorporating these into your process will help your team gain more value from the MoSCoW method.

1. Choose an objective ranking or scoring system.

Remember, MoSCoW helps your team group items into the appropriate buckets—from must-have items down to your longer-term wish list. But MoSCoW itself doesn’t help you determine which item belongs in which category.

You will need a separate ranking methodology. You can choose from many, such as:

• Weighted scoring
• Value vs. complexity
• Buy-a-feature
• Opportunity scoring

For help finding the best scoring methodology for your team, check out ProductPlan’s article: 7 strategies to choose the best features for your product .

2. Seek input from all key stakeholders.

To make sure you’re placing each initiative into the right bucket—must-have, should-have, could-have, or won’t-have—your team needs context. 

At the beginning of your MoSCoW method, your team should consider which stakeholders can provide valuable context and insights. Sales? Customer success? The executive staff? Product managers in another area of your business? Include them in your initiative scoring process if you think they can help you see opportunities or threats your team might miss. 

3. Share your MoSCoW process across your organization.

MoSCoW gives your team a tangible way to show your organization prioritizing initiatives for your products or projects. 

The method can help you build company-wide consensus for your work, or at least help you show stakeholders why you made the decisions you did.

Communicating your team’s prioritization strategy also helps you set expectations across the business. When they see your methodology for choosing one initiative over another, stakeholders in other departments will understand that your team has thought through and weighed all decisions you’ve made. 

If any stakeholders have an issue with one of your decisions, they will understand that they can’t simply complain—they’ll need to present you with evidence to alter your course of action.  

Related Terms

2×2 prioritization matrix / Eisenhower matrix / DACI decision-making framework / ICE scoring model / RICE scoring model

Prioritizing your roadmap using our guide

Try productplan free for 14 days, share on mastodon.

Got any suggestions?

We want to hear from you! Send us a message and help improve Slidesgo

Top searches

Trending searches

palm sunday

5 templates

solar eclipse

25 templates

14 templates

13 templates

28 templates

8 templates

Travel Guide: Moscow

Travel guide: moscow presentation, free google slides theme and powerpoint template.

Do you know some acquaintances that want to travel to Russia, the biggest country in this planet? Now you can be their own tour guide with this template. Include as much information as possible about tourist attractions, monuments and things to do in Moscow. Let the simplicity of these slides and their cool illustrations speak in favor too!

Features of this template

• 100% editable and easy to modify
• 25 different slides to impress your audience
• Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Designed to be used in Google Slides and Microsoft PowerPoint
• 16:9 widescreen format suitable for all types of screens
• Includes information about fonts, colors, and credits of the free resources used

How can I use the template?

Am I free to use the templates?

How to attribute?

Attribution required If you are a free user, you must attribute Slidesgo by keeping the slide where the credits appear. How to attribute?

Related posts on our blog.

How to Add, Duplicate, Move, Delete or Hide Slides in Google Slides

How to Change Layouts in PowerPoint

How to Change the Slide Size in Google Slides

Related presentations.

Premium template

Unlock this template and gain unlimited access

The Comprehensive Guide to Moscow Nightlife

• Posted on April 14, 2018 July 26, 2018
• by Kings of Russia
• 8 minute read

Moscow’s nightlife scene is thriving, and arguably one of the best the world has to offer – top-notch Russian women, coupled with a never-ending list of venues, Moscow has a little bit of something for everyone’s taste. Moscow nightlife is not for the faint of heart – and if you’re coming, you better be ready to go Friday and Saturday night into the early morning.

This comprehensive guide to Moscow nightlife will run you through the nuts and bolts of all you need to know about Moscow’s nightclubs and give you a solid blueprint to operate with during your time in Moscow.

What you need to know before hitting Moscow nightclubs

Prices in moscow nightlife.

Before you head out and start gaming all the sexy Moscow girls , we have to talk money first. Bring plenty because in Moscow you can never bring a big enough bankroll. Remember, you’re the man so making a fuzz of not paying a drink here or there will not go down well.

Luckily most Moscow clubs don’t do cover fees. Some electro clubs will charge 15-20$, depending on their lineup. There’s the odd club with a minimum spend of 20-30$, which you’ll drop on drinks easily. By and large, you can scope out the venues for free, which is a big plus.

Bottle service is a great deal in Moscow. At top-tier clubs, it starts at 1,000$. That’ll go a long way with premium vodka at 250$, especially if you have three or four guys chipping in. Not to mention that it’s a massive status boost for getting girls, especially at high-end clubs.

Without bottle service, you should estimate a budget of 100-150$ per night. That is if you drink a lot and hit the top clubs with the hottest girls. Scale down for less alcohol and more basic places.

Dress code & Face control

Door policy in Moscow is called “face control” and it’s always the guy behind the two gorillas that gives the green light if you’re in or out.

In Moscow nightlife there’s only one rule when it comes to dress codes:

You can never be underdressed.

People dress A LOT sharper than, say, in the US and that goes for both sexes. For high-end clubs, you definitely want to roll with a sharp blazer and a pocket square, not to mention dress shoes in tip-top condition. Those are the minimum requirements to level the playing field vis a vis with other sharply dressed guys that have a lot more money than you do. Unless you plan to hit explicit electro or underground clubs, which have their own dress code, you are always on the money with that style.

Getting in a Moscow club isn’t as hard as it seems: dress sharp, speak English at the door and look like you’re in the mood to spend all that money that you supposedly have (even if you don’t). That will open almost any door in Moscow’s nightlife for you.

Types of Moscow Nightclubs

In Moscow there are four types of clubs with the accompanying female clientele:

High-end clubs:

These are often crossovers between restaurants and clubs with lots of tables and very little space to dance. Heavy accent on bottle service most of the time but you can work the room from the bar as well. The hottest and most expensive girls in Moscow go there. Bring deep pockets and lots of self-confidence and you have a shot at swooping them.

Regular Mid-level clubs:

They probably resemble more what you’re used to in a nightclub: big dancefloors, stages and more space to roam around. Bottle service will make you stand out more but you can also do well without. You can find all types of girls but most will be in the 6-8 range. Your targets should always be the girls drinking and ideally in pairs. It’s impossible not to swoop if your game is at least half-decent.

Basic clubs/dive bars:

Usually spots with very cheap booze and lax face control. If you’re dressed too sharp and speak no Russian, you might attract the wrong type of attention so be vigilant. If you know the local scene you can swoop 6s and 7s almost at will. Usually students and girls from the suburbs.

Electro/underground clubs:

Home of the hipsters and creatives. Parties there don’t mean meeting girls and getting drunk but doing pills and spacing out to the music. Lots of attractive hipster girls if that is your niche. That is its own scene with a different dress code as well.

What time to go out in Moscow

Moscow nightlife starts late. Don’t show up at bars and preparty spots before 11pm because you’ll feel fairly alone. Peak time is between 1am and 3am. That is also the time of Moscow nightlife’s biggest nuisance: concerts by artists you won’t know and who only distract your girls from drinking and being gamed. From 4am to 6am the regular clubs are emptying out but plenty of people, women included, still hit up one of the many afterparty clubs. Those last till well past 10am.

As far as days go: Fridays and Saturdays are peak days. Thursday is an OK day, all other days are fairly weak and you have to know the right venues.

The Ultimate Moscow Nightclub List

Short disclaimer: I didn’t add basic and electro clubs since you’re coming for the girls, not for the music. This list will give you more options than you’ll be able to handle on a weekend.

Preparty – start here at 11PM

Classic restaurant club with lots of tables and a smallish bar and dancefloor. Come here between 11pm and 12am when the concert is over and they start with the actual party. Even early in the night tons of sexy women here, who lean slightly older (25 and up).

The second floor of the Ugolek restaurant is an extra bar with dim lights and house music tunes. Very small and cozy with a slight hipster vibe but generally draws plenty of attractive women too. A bit slower vibe than Valenok.

Very cool, spread-out venue that has a modern library theme. Not always full with people but when it is, it’s brimming with top-tier women. Slow vibe here and better for grabbing contacts and moving on.

High-end: err on the side of being too early rather than too late because of face control.

Secret Room

Probably the top venue at the moment in Moscow . Very small but wildly popular club, which is crammed with tables but always packed. They do parties on Thursdays and Sundays as well. This club has a hip-hop/high-end theme, meaning most girls are gold diggers, IG models, and tattooed hip hop chicks. Very unfavorable logistics because there is almost no room no move inside the club but the party vibe makes it worth it. Strict face control.

Close to Secret Room and with a much more favorable and spacious three-part layout. This place attracts very hot women but also lots of ball busters and fakes that will leave you blue-balled. Come early because after 4am it starts getting empty fast. Electronic music.

A slightly kitsch restaurant club that plays Russian pop and is full of gold diggers, semi-pros, and men from the Caucasus republics. Thursday is the strongest night but that dynamic might be changing since Secret Room opened its doors. You can swoop here but it will be a struggle.

Mid-level: your sweet spot in terms of ease and attractiveness of girls for an average budget.

Started going downwards in 2018 due to lax face control and this might get even worse with the World Cup. In terms of layout one of the best Moscow nightclubs because it’s very big and bottle service gives you a good edge here. Still attracts lots of cute girls with loose morals but plenty of provincial girls (and guys) as well. Swooping is fairly easy here.

I haven’t been at this place in over a year, ever since it started becoming ground zero for drunken teenagers. Similar clientele to Icon but less chic, younger and drunker. Decent mainstream music that attracts plenty of tourists. Girls are easy here as well.

Sort of a Coyote Ugly (the real one in Moscow sucks) with party music and lots of drunken people licking each others’ faces. Very entertaining with the right amount of alcohol and very easy to pull in there. Don’t think about staying sober in here, you’ll hate it.

Artel Bessonitsa/Shakti Terrace

Electronic music club that is sort of a high-end place with an underground clientele and located between the teenager clubs Icon and Gipsy. Very good music but a bit all over the place with their vibe and their branding. You can swoop almost any type of girl here from high-heeled beauty to coked-up hipsters, provided they’re not too sober.

Afterparty: if by 5AM  you haven’t pulled, it’s time to move here.

Best afterparty spot in terms of trying to get girls. Pretty much no one is sober in there and savage gorilla game goes a long way. Lots of very hot and slutty-looking girls but it can be hard to tell apart who is looking for dick and who is just on drugs but not interested. If by 9-10am you haven’t pulled, it is probably better to surrender.

The hipster alternative for afterparties, where even more drugs are in play. Plenty of attractive girls there but you have to know how to work this type of club. A nicer atmosphere and better music but if you’re desperate to pull, you’ll probably go to Miks.

Weekday jokers: if you’re on the hunt for some sexy Russian girls during the week, here are two tips to make your life easier.

Chesterfield

Ladies night on Wednesdays means this place gets pretty packed with smashed teenagers and 6s and 7s. Don’t pull out the three-piece suit in here because it’s a “simpler” crowd. Definitely your best shot on Wednesdays.

If you haven’t pulled at Chesterfield, you can throw a Hail Mary and hit up Garage’s Black Music Wednesdays. Fills up really late but there are some cute Black Music groupies in here. Very small club. Thursday through Saturday they do afterparties and you have an excellent shot and swooping girls that are probably high.

Shishas Sferum

This is pretty much your only shot on Mondays and Tuesdays because they offer free or almost free drinks for women. A fairly low-class club where you should watch your drinks. As always the case in Moscow, there will be cute girls here on any day of the week but it’s nowhere near as good as on the weekend.

In a nutshell, that is all you need to know about where to meet Moscow girls in nightlife. There are tons of options, and it all depends on what best fits your style, based on the type of girls that you’re looking for.

Related Topics

• moscow girls
• moscow nightlife

The Top 3 Cities in Ukraine for First Timers

• Posted on July 7, 2018 August 4, 2019

You May Also Like

• Uncategorized

The Best Expat Blogs for Moscow

• Posted on May 31, 2020 June 1, 2020

Finding a Russian Bride: How and Where to Meet Her

• Posted on August 9, 2019 August 9, 2019

Meeting Women in Moscow: Dating Perspectives on the World’s Most Beautiful Women

• Posted on August 5, 2019 August 9, 2019

Meeting Russian Women: Top 5 Locations

• Posted on August 3, 2019 June 1, 2020

Moscow vs St. Petersburg – Which One to Visit?

• Posted on July 31, 2019 August 3, 2019

Hot Russian Girls – Where to Find & Date Them

• Posted on March 30, 2019 March 30, 2019

A Guide to Teaching English in Russia

• Posted on August 11, 2018 October 9, 2019

How to Attract Russian Girls

• Posted on July 15, 2018 August 4, 2019

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Input your search keywords and press Enter.