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7 Sales Presentation Examples for Successful Pitches

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

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

What Is a Sales Presentation?

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

What Is Included in a Sales Presentation?

A sales presentation typically includes sections on:

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

Sales Presentation Best Practices

Creating an effective sales presentation involves several best practices:

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

7 Sales Presentation Examples

1) piktochart: “sales pitch examples”.

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

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

2) Slidebean Sales Pitch Deck Template

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

3) Prezi Sales Plan Presentation Template

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

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

4) Queza : Pastel Color Sales Marketing Powerpoint

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

5) SlideSalad Sales Deck PowerPoint Templates

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

6) Solua : Cyber Monday Sale Event Powerpoint

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

7) SlideModel Sales Pitch Presentation Template

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

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Sales Process: A Step-by-Step Guide With PowerPoint Templates

The term ‘sales process’ may invite several astonished cries from a company that is habitual of selling every product in an informal fashion. And there’s no need to blame these go-getters as well. After all, managing sales demands you to be on your toes at all times. With their ears (and fishnets) at the ready, salespeople have to be on a flight mode to grab every opportunity there is.

But there’s a catch when it comes to how sales materialize today.

You see, today’s consumers are way more skeptical and way more informed than they were at the time when dishwashers had just rolled out. Thanks to the constant deluge of information readily available on mobile devices, convincing customers to buy a product needs more than just a chance email or a cold call.

So what’s the way out of this randomness and guesswork?

It’s time for you to have a formalized sales process for your company. This blog will shed light on why structure beats uncertainty every time while offering you handy PowerPoint templates for each step of your sales process. Also in tow are actionable tips that can help you become a sales whiz. Read on!

What is a sales process?

A sales process is a specialized iterative process that enables a sales representative to convert a potential buyer into a paying customer. It is the customer’s journey from a prospect to a closed deal with your business. A formalized sales process is the standard playbook for every sales rep in the company.

Not to be confused with sales funnel, which is a graphical representation of each customer interaction along the sales pipeline, a sales process is the roadmap that reps need to follow to strike a deal. In other words, a sales funnel is from the customer’s viewpoint, while a sales process is from the sales rep’s viewpoint.

But why have a sales process?

In any company, the very foundation is the sole revenue-generating activity – a sale. But even if the company’s sales managers had just winged it while closing the first deal, the generations of sales reps ahead have their seniors to look up to and learn from. In such a situation, it will not be feasible for a sales manager to teach the tricks of the trade to each newbie as efficiently as desired by the company.

Moreover, learning the ropes without definitive guidelines can lead to a lot of back and forth and time consumption. Besides, guesswork will stall closure rates for those who are not “born with a selling instinct”. Therefore, having a standardized sales process can help keep your sales activities in order besides boosting revenue.

Related read: Top 10 Sales and Operations Planning Templates to Cope With Market Volatility

Don’t take our word for it. Even top industry-specific research says so too!

Take a study by Harvard Business Review, for instance. It says that B2B companies with a well-accounted sales process can witness 28% more revenue than the companies that don't have one.

Another study by the institute indicates that close to half of the high-performing companies have a structured and automated sales process. In contrast, close to half of the under-performing companies had no sales process or were taking the informal selling approach.

These figures indicate that companies would do better to adopt a full-fledged sales process that serves as the blueprint for unlocking growth. Each study gives us an insight into how a well-structured sales process helps enhance revenue and performance. Therefore, establishing a formalized sales process is the hallmark of a business looking to become a customer favorite.

Before, we tour the PPT Templates, are you looking for a comprehensive module to train your sales team and improve their performance? Access our Sales Training Curriculum with content-ready, well-researched slides that will make your training program a terrific success!

Click Here to Download our Comprehensive Curriculum for Sales Training

Steps involved in a sales process

Charting out a comprehensive sales process can be tricky. The reason for that is the uphill climb while figuring out how to map a customer’s buying decisions with your sales process. But if you get your basics right, you can leverage a standardized sales process for all your selling endeavors. Basically, a sales process constitutes seven key steps as depicted below.

Let’s discuss these steps and explore the related PowerPoint templates that you can download and deploy to craft an unbeatable sales process. Each of these PowerPoint templates is designed by experts and researched by industry stalwarts. The formats are fully editable, so feel free to tweak these for maximum output.

1. Prospect

Prospecting kicks off a sales process roadmap as the most crucial part of it. By definition, prospecting involves identifying and research potential clients that will be interested in your product. Additionally, it constitutes a lot of market research and setting qualifying parameters for the prospective buyer.

You can also reach this prospective buyer by asking your existing clientele about their peers. The result is you have a set of leads that fulfill the criteria as per your unique value proposition (UVP). To start smart, here are the templates that will enable seamless prospecting on your end.

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2. Approach

Once you lock your target, it’s time to make contact. The next step of the sales process involves establishing a connection with the qualified lead via engaging techniques like emails, cold calls, or other digital or print forms of communication. The plan here is to grab some eyeballs by gathering info on what keeps the prospective buyer up at night.

The approach step paves the way for a communication channel between you and your buyers. It also includes generating the lead’s interest in your product by engaging them with your product UVP. Since this is where a sales rep needs to step up their convincing game, the sales process must clearly define the medium to engage the buyer the most. The following PowerPoint templates will help you ace the game every time.

3. Interview

Get down to business. Ask all the right questions. Get to know what keeps the prospect fidgeting for a solution. In the sales interview, the sales rep strikes a conversation that helps them know the prospect better. These right questions come from proper research and brainstorming about the client beforehand.

The interview phase is also a good opportunity for the sales rep to impress the potential buyer with knowledge of their issues. Thus, you can assemble all the crucial info and use it in the following PowerPoint templates.

4. Proposal

The exercise to gather info specific to the customer’s issues gives you the roadmap to a closed deal. In the proposal step of your sales process, you will pitch your product or service as the tailored solution to the customer’s problem. With the pain points in mind, you need to prepare visuals and gather testimonials to support your proposal.

At this point, you are giving the buyer a chance to consider and research your company. So make sure you hit the nail on the head with a spectacular proposal. The following PowerPoint templates will let flexible design be your greatest weapon.

5. Demonstration

It’s time to walk the talk. Once you have had a preliminary discussion with the client and proposed your product or service, you have to demonstrate the customer’s problem getting solved. Your task is to schedule the demonstration and make arrangements as suited to the client.

During the demonstration, you have to hit the critical points while showcasing the advantages that the client will get once they associate with you. A good demonstration also focuses on the unique selling point of the product, which helps make the prospective client an informed choice. The following PowerPoint templates are your best companions for a demonstration.

6. Negotiate

Unless your product or service is one of a kind, you can stay assured that the prospect will be researching for alternatives at this point. Even your product demo at some point may not be able to answer all of their questions. Nevertheless, the client is in the deciding mode and will submit their objections and queries for a precisely tailored product or service.

As a sales rep, your job is to tackle each query at the negotiation step to allow further modifications in the product. The more precise is the solution, the better are the chances of closing the deal. The negotiation phase also gives you a chance to prepare your list of objection resolutions for the future. Download and utilize these PowerPoint templates for liaising the best deal.

Once the negotiations lead to an agreement and contracts are finalized, the prospect makes a purchase, or, in sales vocabulary, the “deal is closed”. After that, the next step of the sales process is support, wherein you tackle all the issues, if any, that the client reports about the product or service. The support phase can also include extensive onboarding and follow-ups to ensure that you are off to a good start.

Support is a crucial part of a sales process as it opens avenues of repeat sales and upsells. Moreover, you can nurture your professional bond with the client and then ask for referrals to grow your client base. The following PowerPoint templates will make sales follow-up a breeze.

Effective tips for leveraging your sales process for faster deals

Whether you have put a solid workable sales process in place already or are working your way towards one, what doesn’t change is the salespeople’s flexibility. While learning and adapting to the changing course of a consumer’s journey, sales reps are responsible for listening and responding at every step of the way.

Therefore, sales representatives need to follow a proactive approach towards each of the seven steps of sales process to close deals. Here are some handy tips that you can use to exceed expectations.

1. Talk to the reps first

Before you devise your sales process, sit down with your team and get to know their sales tactics. How do they approach a prospect that moves them forward in the sales process? What do they do that leads to a sure-shot closed deal? Asking these questions will give you an idea of the strengths and weaknesses of your sales operations. Once you have gathered this knowledge, you can start describing your sales process.

2. Don’t give creativity a go-by

Following a structured approach does not trump creativity. In fact, it acts as the framework to accomplish lucrative deals the right way. This also includes using your gut instinct and creative flair to pose the right queries. Ultimately, selling will depend on how you use your skill and talent to draft your sales communication.

3. Have your customer in mind

Often sales managers think that a sales process is a to-do list for the sales reps. But they couldn’t be more wrong! What works while drafting a sales process is starting from the end result and then working your way to your company. The result here is the purchase decision made by the customer and what you do to make that happen. To ensure that the result is beyond promising, you must define your USP by being in the customer’s shoes. The bottom line is to show how your product or service will enable the customer to be in a better position.

4. Don’t rush it; build a connection

Modern-day consumers anticipate a special treatment of their problems instead of being another number in the sales analytics dashboards. Therefore, sales reps mustn’t rush the customer down the sales process and build a trustworthy relationship instead. Also, sales reps should ideate methods to offer value and a fruitful experience to the prospects. If the customers feel heard, they will be drawn towards your business.

5. Follow-ups are a must

Sure, a closed deal has its charm. But more often than not, sales reps tend to just log the numbers into a software and call it a day. They do not realize that follow-ups are their key to grow those numbers. Right from the point when the deal is closed, sales reps should maintain a balance of communication and assistance with the customer to develop a cordial relationship. This is why a formalized sales process matters as it serves as a key reminder for the sales team.

6. Reinvent your sales process

A well-structured sales process enables better sales forecasting and lead generation. However, over time, your sales team can acquire enough data on how well the sales process performs.

Related read: Top 30 Sales Metrics Templates to Effectively Monitor Your Revenue Streams

Therefore, you should use sales data to reinvent your sales process for better performance. This is possible via consistent feedback loops from the seller as well as the buyer. As you fine-tune the sales process to the highest standard of output, you can use the revised sales process to train your reps better and close more deals.

A sales process is the ultimate tool for any sales manager. It helps them distribute leads, prioritize tasks, and forecast sales figures accurately. Additionally, it helps sales newbies navigate the ups and downs of the sales cycle effortlessly while avoiding mistakes. The overall impact of a sales process generates spectacular revenue while conditioning your business process to thrive. Our sales process templates will definitely be the icing on the cake. So what are you waiting for? Incorporate a sales process into your business today and reap the benefits of a structure that succeeds.

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

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

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

What is a sales presentation?

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

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

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

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

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

Key takeaways from this sales presentations article

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

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

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

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

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

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

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

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

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

Thomas Dredge Sales Manager, Particular Audience

Start with a problem (and a deadline)

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

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

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

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

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

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

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

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Digging deep to determine customer pain points and make the sale

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

Focus on outcomes

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

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

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

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

Position your features against the old way of doing things

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

Compare those features to competitors’ features

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

Use a combination of some or all of the above

Creating a winning sales presentation slide deck

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

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

The best sales decks have a few key elements:

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

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

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

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

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

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

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

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

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What else to bring to your sales presentation

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

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

13 examples of sales collateral you need to drive revenue

The product.

Nothing sells a product like seeing it in action.

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

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

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

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

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

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

7 steps to putting together a brilliant sales demo

Leave behinds.

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

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

Tailoring your sales presentation to speak to your audience

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

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

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

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

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

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

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

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

Learn your product inside and out

Rehearse, rehearse and rehearse again

Danny Hayward Sales Manager, Unruly

How to nail your sales presentation delivery

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

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

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

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

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

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

Practice confident body language

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

Here are some ways you can improve your body language:

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

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

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

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

Engage your audience

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

1. Understand your audience’s attention span

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

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

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

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

2. Be funny

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

3. Use a little showmanship

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

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

Sophie Cameron Business Development Representative, CAKE

What to do after the sales presentation to close the deal

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

Take questions

Encourage questions to show prospects you care about their experience.

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

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

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

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

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

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

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

Great sales presentation examples (and why they worked)

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

The successful demo

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

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

The data-driven presentation

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

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

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

The presenters with overwhelming confidence

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

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

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

Greet and introduce yourself

Establish rapport

State the purpose and agenda

Address the pain points

Present a compelling hook

Outline the benefits

Establish credibility

Set expectations

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

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

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

Include a call to action

Summarize key points

Showcase success stories

Open the floor to questions

Offer additional resources

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

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

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

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

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

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

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

Final thoughts

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

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

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

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

7 Types of Slides to Include In Your Sales Presentation

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

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

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

So what can you do to make your offer compelling?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Here are some further techniques used during the sales presentation:

Tactic #1: Use Simple Graphics

Use simple graphics to convey meaning without text.

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

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

Tactic #2: Use Icons

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

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

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

Tactic #3: Include Statistics

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

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

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

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

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

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

Before : Customer’s needs when they came on

After: What your company accomplished for them

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

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

Tactic #1: Use Graphics/Diagrams

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

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

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

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

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

Tactic #3: Use Visual Examples

Follow up your descriptions with visual examples.

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

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

Which is more effective for you?

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

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

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

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

Can you feel it?

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

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

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

Here are more tactics to inspire sales presentation ideas:

Tactic #1: Personalize Your Final Slide

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

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

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

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

Tactic #2: Pair Outcome Statements With Icons in Circles

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

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

Tactic #3: Include Specific Success Metrics

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

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

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

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

This means you need to cut to the chase fast.

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

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

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

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

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

Ever heard of the Focusing Effect?

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

Easy choice.

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

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

Tactic #1: Tell a Story

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

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

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

Tactic #2: This vs. That

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

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

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

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

Zuora tells a story by:

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

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

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

Tactic #1: Use Logos and Testimonials

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

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

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

Tactic #2: Include White Space

Pad your images with white space.

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

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

Tactic #3: Incorporate Hard Data

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

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

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

Psychology tells us that seeing colors can set our mood .

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

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

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

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

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

Tactic #1: Include a CTA on Final Slide

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

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

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

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

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

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

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

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

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

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Blog Marketing 15 Sales Presentation Examples to Drive Sales

15 Sales Presentation Examples to Drive Sales

Written by: Danesh Ramuthi Oct 31, 2023

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

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

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

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

Click to jump ahead:

6 Sales presentation examples

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

• Final thoughts

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

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

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

Clean sales presentation examples

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

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

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

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

Minimalist sales presentation examples

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

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

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

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

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

Simple sales presentation examples

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

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

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

Professional sales presentation example

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

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

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

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

Sales performance sales presentation example

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

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

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

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

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

Testimonial-based sales presentation examples

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

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

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

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

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

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

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

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

What to include in a sales presentation?

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

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

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

Related: 120+ Presentation Ideas, Topics & Example

How to create a sales presentation? 

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

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

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

1. Find out your ideal audience

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

2. Pick a platform to Use

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

3. Write the ‘About Us’ section

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

4. Present facts and data

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

5. Finish with a memorable conclusion & CTA

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

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

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

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

Sales Presentation:

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

Pitch Deck:

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

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

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

Final thoughts 

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

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

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

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12 Sales Presentation Examples That Work & Why

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.

5 minute read

helped business professionals at:

Short answer

What to include in a sales presentation?

• Cover slide - a visual hook
• Who we are slide - provides context and demonstrates authority
• Problem slide - covers your prospect’s main pain points
• Solution slide - describes your unique solution to the prospect's problem
• How it works slide - gives basic details about the onboarding and rollout process
• Social proof slide - includes testimonials, case studies, awards, or big client logos
• Benefits slide - outlines the outcomes the prospect can expect
• Next steps - gives the prospect a simple next step to proceed

Why a sales presentation is more than presenting a PowerPoint?

You could say that a sales presentation is only as good as the sales rep presenting it, but that’s only partly true.

People forget about 90% of what you tell them within 2 days (it’s called the Forgetting curve , look it up). And I am guessing that your sales cycle is longer than 2 days…

Even if you’re a rock star, will your star power last long enough to influence the final buying decision? Likely not.

If you’re smart, you rely on your sales presentation content to work for you behind closed doors and serve as your voice when you can’t be there.

Sounds nice, doesn’t it? If only it were so simple.

But most sales presentations don’t work like that. Without you to present them they’re as inviting as drinking warm beer.

My goal for this post is to show you examples of how smart sales teams managed to make sales presentations that sell while they sleep.

Why don’t sales presentations work anymore?

They all look the same.

They’re not (really) personalized.

And they’re static and boring.

We all know sales presentations need to be pretty, but now we're all making pretty much the same presentations. Standing out from your competition is 90% of the battle, and you're losing it.

Worse yet, too many sales teams default to sending generic one-shoe-fits-all sales presentations to all their prospects. I get it, there’s not enough time to justify the high touch.

So what now?

I’m gonna show you sales presentation examples that use interactive multimedia content and personalization to stand out, engage, and win more deals.

NOTE: Based on our analysis of over 100,000 sales presentation sessions I can tell you that moving from static to interactive sales presentation could get you a 146% increase in average reading time and a 41% increase in prospects who read your presentation in full.

Sales presentation examples that close deals

Sales presentation examples are abundant, but GREAT examples are few and far between.

You’re not gonna eat anyone’s lunch if you show up to the competition with the same set of (pretty) tools as all the rest.

When preparing your sales presentation, your priority is to first stand out, second engage, and third drive action.

The examples on my list all do this superbly.

One of these sales presentations brought a 70% lift in SQLs , another drove 2X more demos when used in sales prospecting, and a third was shared with decision-makers within the prospect’s organization 50% of the time .

If you study these examples and apply what you’ve learned - you’re gonna need a bigger pipeline .

Gong sales one-page presentation

Gong can do no wrong. They are masters of sales collateral and sales messaging.

Their sales presentation follows the recomended structure I gave you at the start of this article starting with a UVP and then covering who they are, problem, solution, how it works, benefits, social proof, and next steps.

This presentation has it all. But Gong elegantly rolled up who they are with the problem and solution in a short and easy-to-follow video.

Why separate them when you can merge them into one coherent and persuasive narrative?

Zuora sales presentation

Zuora’s sales presentation is the archetype of a storytelling presentation.

Zuora was one of the first sales organizations to build their sales presentations around a grand narrative which earned this presentation renown as the best sales presentation ever .

It presents a sea change, where the market is transitioning from a product subscription economy.

The presentation outlines a “before-and-after” state of affairs with winners and losers.

Those who embrace the change with the help of Zuora’s solution inherit the earth and those who don’t lose everything and get left behind.

Udemy B2B sales presentation

One of Udemy’s major revenue channels is their B2B operation. It’s a tough market in which they compete with other training and development providers.

Their sales presentation uses dynamic variables to personalize their message to a specific prospect (it’s the content in squiggly brackets).

I specifically loved the personal note that the presentation opens with. It’s a great place to include some of the specific concerns and interests that came up during the discovery call, or based on prior engagement by the prospect.

Here's how you can personalize your sales presentations at scale:

Enterprise sales deck by cprime

cprime’s enterprise sales presentation leads by showcasing that they work with Fortune 500 companies. This form of "social proof" slash "proof of capabilities" is critical for enterprise selling.

Enterprise buyers like knowing that your services are tailored for enterprise and can keep up with BIG requirements. cprime work hard to show they belong in an enterprise’s solution stack.

Only after catering to this do they proceed to break down their solution.

I love how they break complex infographics into chunks that lead your attention with animation.

And I realy love the idea of providing samples of their offering to make it concrete and easy to understand .

Minimalistic sales presentation by ScaleHub

This sales presentation and other interactive sales collateral helped ScaleHub establish themselves in the US market and brought them a steady flow of leads for their pipeline.

Before this they were using the legacy PPTs and PDFs, but moving to this type of interactive content got more engagement, opened the door for relationships to form, and let them build a pipeline fast with relatively few resources.

The presentation is quite a simple one, it’s the text book problem-solution content structure, made leaner and easier to understand with interactive content and multimedia.

Interactive sales presentation by Deliveright

Deliverights sales presentation is an outstanding example of turning a boring topic into an exciting proposition . (we’re talking about a white glove delivery service mind you).

The presentation does a great job of showing how easy and straightforward their solution is through visual storytelling .

I specifically enjoyed their problem slide that effectively creates a persuasive contrast between the delivery process with and without Deliveright.

Personalized sales presentation by Wisestamp

This sales pitch presentation is beautifully personalized . There’s the basic personalization of the prospect’s name and company, but it goes much further…

Wisestamp give their prospect a personalized preview of their product . Yep.

Because the product is an email signature they can populate a signature with the prospect’s information, name, job title, email, headshot and all.

Another great thing this presentation does is segment the message to multiple decision-makers in their benefits section .

Using tabs they can talk to different influencers from one single slide instead of “dirtying” their presentation with multiple slides addressing different people.

Sales proposal presentation by Healthy.io

This sales presentation example, by a heath-tech company, is a peculiar one. It’s rare to encounter a long-form sales presentation, and even rarer to find one that works really well.

But this one works big time.

This presentation enables Healthy’s champion to promote the solution within their organization . This involves persuading multiple decision-makers and influencers which the sales team has no hope of meeting face-to-face.

The long form works well in this situation since it effectively communicates the value of Healthy’s solution to a specialist audience that requires the details to make a buying decision.

AI sales presentation by OctopAI

I love this sales presentation’s cover slide. The grumpy octopus animation just pulls in your attention and the snappy and catchy title complements it perfectly and gets you intrigued to read more.

I am also a fan of their direct approach - outlining the pain point first, hooking you with a sense of risk and urgency. And only after giving you the company and product intro as a segway into the solution.

It’s a great example of a lean and clean sales presentation with no useless noise and some smart use of visual cues that direct your attention and keep you reading through to the end.

Startup sales presentation by Orbiit

This example leads with hard numbers to make a case for their solution. If you have numbers this practice is a good idea since buyers love numbers.

I think this sales presentation does a solid job of painting a full picture of what Orbiit can deliver and how it works.

Specifically, I appreciate the way they demo their service so simply with visuals and explanation text. By the end, you have a clear idea of what they provide, how it works, and the value it brings.

Technical sales presentation by Spot (by NetApp)

This is a good example of a technical sales presentation that targets a DevOps audience.

It uses technical jargon which is usually recommended not to do, but in this case, positions them as peers who know what they are talking about.

This presentation goes after operation managers and C-level executives by pitching their solution as a way to cut costs and shorten delivery times.

They make a compelling case for a very savvy audience and hard-to-please executives.

Product sales presentation by Matics

This sales presentation shows how great design should not come at the expense of great storytelling.

I was impressed by their sharp messaging that goes back and forth between life with and without their product . They make the case for taking action now to reap the benefits tomorrow.

They make sure to counter prospect’s urge to stick with the status quo by reducing the their perceived risk and giving them insight into how their apps work and how rolling out the solution will look like.

It makes digitalization of manufacturing management seem like the easy way forward. They make it feel so simple. It’s inspiring.

Sales presentation templates that work

To make your content creation fast and easy I’ve brought you some of our best sales presentation templates . They'll help you set up a top-tier deck in less than an hour.

These templates apply the effective storytelling structure that worked for most of the examples on my list. They all use interactive design that makes you stand out, engage prospects, and help them take the next step.

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

As the Head of Marketing, I lead Storydoc’s team of highly trained content-ops warriors fighting to eradicate Death-by-PowerPoint wherever it resides. My mission is to enable buyer decision-making by removing the affliction of bad content from the inboxes of businesses and individuals worldwide.

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8 Effective Sales Presentation Examples to Boost Your Close Rate

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

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

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

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

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

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

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

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

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

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

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

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

6 Key Components of a Winning Sales Presentation

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

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

1. Start Strong: Cover Slide + Confidence

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

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

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

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

2. Sell Solutions (+ Value), Not Products

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

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

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

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

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

3. Tell a Story

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

You want to harness that power for your sales presentation.

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

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

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

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

4. Keep It Simple

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

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

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

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

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

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

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

5. Include the Proof

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

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

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

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

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

6. Call Them to Action

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

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

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

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

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

8 Effective Sales Presentation Examples

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

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

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

1. What + Why: Memento

Stating the problem, explaining the solution.

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

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

2. Image-Rich Slides: Zuora

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

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

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

Memorable presentations show , rather than just tell.

3. & 4. Personalize for Prospects: Trumpet

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

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

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

Check out this presentation pod example .

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

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

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

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

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

5. Be You(r Brand): Reddit

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

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

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

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

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

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

6. Adaptable Sales Story: Eigen Technologies

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

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

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

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

7. Out-of-the-Box: Apple

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

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

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

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

8. Putting It Simply: Microsoft Office 365

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

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

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

Using Your Sales Presentation to Close More Deals

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

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

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

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

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

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

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9 Incredible Sales Presentation Examples That Succeed

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

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

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

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

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

What is a Sales Presentation?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Which ones do you fancy?

Let us know in the comments section below!

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

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10-Steps to Your Ultimate Sales Presentation (with Examples)

One of the first things every new salesperson needs to learn, if they are to succeed, is how to develop and deliver a sales presentation. A lot of factors go into developing a sales presentation for a specific situation. However, by following a logical series of steps, it will greatly enhance the chance of making a sale.

A sales presentation is defined as “a talk giving information about a product or service that you are trying to sell, intended to persuade people to buy it.” Historically, sales presentations were delivered one-on-one with the salesperson, presenting directly to a buyer.

However, technology has expanded the traditional in-person sales presentation to include the potential for video conference presentations, telephone presentations, presentations delivered via email, and even long-form presentations delivered via internet web sales pages.

Regardless of the delivery method, a salesperson who follows a logical series of steps will have the greatest chance of making a sale.

The graphic below depicts an outline of the Ultimate 10-Step Sales Presentation:

Each step of the Ultimate Sales Presentation is important and contributes to the likelihood of making a sale. That said, not every step is needed in every selling situation. Sometimes the buyer is ready to buy after Step 4: Presentation. Sometimes the buyer will inject objections immediately as the salesperson begins, Step 3: Approach.

As I said, every salesperson/buyer interaction is different. The relational salesperson is acutely aware of this difference and will flex their presentation to meet the needs of the buyer.

10-Step Ultimate Sales Presentation

So now, let’s take a quick look at each of the 10-Steps of the Ultimate Sales Presentation.

1. Prospecting

Prospecting is the first step in the selling process. A prospect is a buyer who has the potential to buy your product or service. A lead is not the same thing as a prospect! A lead is simply someone for whom the salesperson has contact information. Once the lead has been qualified, they then become a prospect.

A lead becomes a qualified prospect when they exhibit these three characteristics:

• They must have the money to buy.
• They must have the authority to buy.
• They must have a desire to buy.

Prospecting is the lifeblood of many sales roles. Keeping a pipeline full of potential prospects is critical in industries like real estate, insurance, and vehicle sales. Even many retail businesses (like department stores) rely on prospecting to develop new customers.

2. Pre-approach/Planning

Planning is the second step in the selling process. Planning is done after we have identified a qualified prospect, and before we approach the customer.

A plan is a sales presentation strategy designed to achieve a specific end goal. A plan describes what you want to achieve and how you will do it.

The desire of a relational salesperson is to help people. The purpose of meeting with a buyer is to help that person in some way. The purpose of the plan you create is to help the person by selling the right product or service to meet their needs.

Planning is critical to the sales process because it accomplishes four things:

• Planning builds the confidence of the salesperson.
• Planning demonstrates the salesperson’s professionalism.
• Planning often builds goodwill between the salesperson and the buyer because the buyer sees the effort taken by the salesperson to meet their needs.
• Planning increases the probability of making the sale because the salesperson better understands the buyer’s needs.

3. Approach

The approach is the third step in the selling process. It is the period of time between when the salesperson first sees the buyer up until they start to discuss the product. The approach is the first step of the actual sales presentation.

The approach step of the sale presentation process consists of two distinct, yet equally important, parts. First is the rapport building, “small talk.” This is usually the first minute or two of the sales meeting where the salesperson might talk about something you know the buyer is interested in (sports, weather, family, children, etc.).

The second part of the approach step is the planned, formal lead-in to the actual discussion of the product.

The main thing every buyer wants to know is whether the product you’re about to discuss will meet their needs. As a salesperson, your approach to lead-in to the presentation with the buyer must accomplish three things:

• You must capture the buyer’s attention .
• You must stimulate their interest in your product or solution.
• You must then transition smoothly into the presentation.

The approach lead-in might take the form of a statement, a question, or a demonstration. Whichever method you choose (statement, question, or demonstration), you must capture the buyer’s attention, stimulate their interest in the product, and transition into the main body of the presentation.

Approach Example

An example of the statement/question approach is, “What a wonderful picture of your two children! How old are they?… That’s a wonderful age. Mrs. Buyer, the reason I wanted to meet with you today is I have an idea that I think will increase your sales and profit. Is that something you are interested in?”

As soon as you have the buyer’s attention and gained their interest, it’s time to transition directly to the main body of your presentation.

4. Presentation

The presentation is the fourth step in the selling process. The presentation is your persuasive verbal and visual explanation of your selling proposition. The presentation follows the approach.

The presentation takes the buyer through five distinct stages in the buying cycle that build upon one another:

• To provide knowledge in the form of features, advantages, and benefits so that the buyer can make an informed decision.
• This knowledge translates into positive beliefs about you and your product/service.
• The positive beliefs result in the buyer having a desire for the product.
• The desire for the product becomes an attitude that your product is the best product to fulfill the buyer’s need.
• When the buyer realizes you have the best product to meet their needs, they move into the conviction stage. They are now convinced yours is the product they need to buy.

Once the buyer has reached the conviction stage, it is time for a trial close.

5. Trial Close

A trial close is the fifth step in the selling process. The trial close is not asking the buyer to decide to buy. Rather, the trial close asks for the buyer’s opinion regarding what they have heard so far.

The trial close allows the salesperson to determine:

• Whether the buyer likes your product or service.
• Whether you have successfully answered any questions from the buyer.
• Whether any additional questions remain unanswered.
• Whether the buyer is ready for you to close the sale.

The trial close is an important yet often underutilized tool. A trial close can be used:

• After making a significant point in the presentation.
• After answering any questions or objections from the buyer.
• After the close of the main body of the presentation, and before you move to close the sale.

Trial Close Examples

Examples of a simple trial close include,

• “Does that answer your question?”
• “How does that sound to you?”
• “What do you think about what we’ve discussed so far?”

If the trial close results in a positive response from the buyer, jump to Step 9: Close. However, most trial closes will result in some questions or objections from the buyer. It’s time to determine and handle objections.

6. Determine Objections

Determining objections is the sixth step in the selling process. Assuming the trial close has resulted in questions or objections from the buyer, we now must begin the process of discovering those questions and handling those objections.

Some salespeople bristle and get defensive when asked questions or confronted with objections from a buyer. But this is the wrong way to think about objections! Salespeople should be grateful for questions and objections because they indicate the buyer’s interest. They also help the salesperson determine which stage of the buying cycle the buyer is in—attention, interest, desire, or conviction.

If the buyer has raised an objection, the salesperson needs to ensure their understanding of the objection. One easy way to do that is to restate the objection and ask for confirmation.

Determine Objection Example

For example, if the buyer has raised an objection about the expected life of a machine, the salesperson might say, “If I understand you correctly, your main concern with this machine is that it will provide you with trouble-free service for several years. Is that right?”

When the buyer confirms your understanding of the objection its time to move to the next step in the selling process and handle the objection!

7. Handle Objections

Meeting or handling objections is the seventh step in the selling process. Once you have determined you understand the buyer’s objection, you need to handle the objection. Usually, objections should be handled as soon as they are brought up. However, you may want to delay handling the objection if you are just about to talk about the question in your presentation.

There are four important points to consider when handling objections:

• Handle objections when they arise.
• Be positive when responding to objections.
• Listen carefully to the buyer as they state their objection.
• Confirm your understanding of the objection.

Some objections are false, and these can usually be ignored. However, if a buyer brings up an objection a second time, it is most likely a real issue, which needs to be addressed.

Real objections are almost always a request for more information. So, the best way to handle them is to answer the question with the specific relevant information the buyer needs.

Handle Objection Example

Going back to our machine question in the Determine Objection section above, the salesperson might continue, saying, “I certainly understand your concern. Our company has placed over 300 of these machines in companies like yours over the past ten years, and I’m proud to say they have a 99% run rate with no failures!

8. Trial Close

A follow-up trial close is the eighth step in the selling process. Whenever a question or objection is raised and handled, it’s time to try a trial close. As before, the point of the trial close is to ensure you have answered the buyer’s question to their satisfaction. If there is any doubt that the buyer is satisfied with your answer, you need to dig in to discover what other issues the buyer might have.

Trial Close Example

In our machine example, the salesperson might simply say, “Does our machine’s long life and 99% run rate answer your concern for our product’s reliability?”

When the salesperson feels that all the questions and objections have been addressed satisfactorily, it’s time to move on to the Close!

The close is the ninth step in the selling process. Closing is simply the process of helping the buyer make a decision that benefits them. The salesperson should attempt to close the sale when they feel the buyer is in the Conviction stage of the buying process.

Unfortunately, research shows a whopping 64% of salespeople fail to close. They fail to ask for the order! There are several reasons why this is the case, but generally, most of them revert to fear. The salesperson is afraid of failure, of being told “no.” Whereas, relational salespeople who are selling to solve problems and help people should never be afraid to ask for the order!

Good closers plan the close of their sale as carefully as they plan all the rest of their presentation. The close is not something you tack on to the end of the presentation, hoping that the buyer will say “yes.”

Close Example

There are many ways to close, but the simplest way is just to ask for the order and stop talking.

A salesperson might say, “Mr. Buyer, we’ve covered a lot of ground today, and I think you agree this machine will increase your production and improve your sales and profit. I have the order contract ready for your signature.” Then stop talking!

Another form of the close that I personally like is the assumptive option close. The salesperson might say, “Mr. Buyer, we’ve covered a lot of ground today, and I think you agree this machine will increase your production and improve your sales and profit. Would you like to have it delivered and installed next week, or would the following week be better for you?”

10. Follow-Up and Service

Finally, follow-up and service after the sale is the tenth step in the selling process. Sales are not about you. It’s about you taking care of your customers, and that happens after the buyer says “yes.”

What you do after the sale to provide follow-up and service to the customer is critical. It makes the difference between making a sale to a customer one time and making a sale to the same loyal customer many times year after year!

A salesperson who is diligent about providing follow-up and service after the sale will outperform the salesperson who does not perform that service. This maxim holds true simply because it is always easier to sell more to a current happy customer than find new customers. Happy, satisfied customers tell others and provide a flow of new business leads to the salesperson.

There are six steps the salesperson should take after the sale:

• Focus on improving account penetration. Get to know as many people in the account as you can. Look for needs or problems that you might be able to solve.
• Continue regular contact with the customer. Make sure every promise made in the presentation is kept.
• Handle any issues or customer complaints immediately. Things will go wrong, and the speed at which you handle even a minor issue demonstrates your commitment to the customer.
• Always keep your promises. Nothing destroys a developing relationship, like not keeping your promises. Stay true to your word. The customer placed their faith in you when they bought your product. You need to respect that faith by keeping your word.
• Become the customer’s business advisor. Do what you can to shift from the role of the salesperson to that of the trusted advisor by providing helpful industry insights, new information, or problem-solving solutions. Become a valued partner in the business!
• Show your appreciation. Showing your appreciation is a simple way to demonstrate you are thinking about the customer. Never underestimate how much a handwritten thank-you note, a congratulatory phone call, or a birthday card will mean to a buyer!

There you have it, a quick overview of the Ultimate 10-Step Sales Presentation Model!

The Ultimate 10-Step Sales Presentation Series

I hope what I shared with you here has helped you understand and appreciate the power of the Ultimate 10-Step Sales Presentation model. But I’ve just scratched this surface here! Over the next few months, I’ll be sharing more detail about each step of the model with more examples.

If you want to learn more about the Ultimate 10-Step Sales Presentation model, you can subscribe to the series here. That way you won’t miss any of this valuable information!

Join the Conversation

As always, questions and comments are welcome. What questions do you have about the Ultimate 10-Step Sales Presentation model? Are there any steps you think are more or less important than others?

I’d love your help. This blog is read primarily because of people like you who share it with friends. Would you be kind enough to share it by pressing the share button?

Category: Salespeople

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How to Create the Perfect B2B Sales Presentation

Creating an excellent B2B sales presentation can be quite a task! In some ways, this kind of presentation is more demanding than business-to-customer presentations, as there is more in the line. Decision-makers in the business you’ll be targeting will have their company’s best interests in mind, not just their personal preferences. That’s why B2B presentations have to be strategic and focused on what you can bring to the table .

We know this is a crucial task for your business. That’s why today we’ll show you step-by-step how to create the perfect B2B sales presentation . And there’s more: We’ve interviewed our head of sales, Robert Juul Glaesel , to provide you with the BEST tips for successful presentations. So… let’s begin!

We’ll discuss:

How to create a great sales presentation: First steps

What should be included in a b2b sales presentation.

• Expert’s insights: How to create a GREAT sales presentation

Design tips: What makes a good sales presentation?

• How to create your most effective sales presentation yet (and how 24Slides can help out)

Remember, creating a sales presentation requires some previous preparation . So, before starting the actual PowerPoint, you need to consider some aspects. Let’s take a look at each one of them.

#1. Get to know your audience

Before you start creating a sales presentation, take some time to research your potential customer. This might seem like an obvious one, but you might be surprised at how little people actually care about this point! According to Forrester’s Buyer Insight study, only 13% of executive buyers believe that the salespeople understand their company’s issues .

As Robert says:

“To create a great sales presentation, you need to understand who you’re speaking with, their industry, and their needs. Make sure you ask them questions to deeply understand the situation before you start selling.”

Companies don’t care about your services or product if they don’t help make their business better and more efficient. Researching and focusing on the customer’s pain points is crucial for a good B2B sales presentation. Only by knowing exactly what they are lacking you’ll be able to present your product as a problem-solver!

So, before you start, make sure you have the answer to these questions:

• What is their brand’s identity?
• What are their brand values?
• What are their main pain points?
• Who are their customers?
• What solution or product are they currently using?

#2. Define your key value proposition

Robert reminds us that the KEY to any presentation is having the answer to one question:

“How would their business be better once they have purchased your product/service?”

In his words, sales is about matching a need to a solution . And one of the many mistakes that are made on sales teams is that people only talk about the solution. They share all their product's benefits and features but completely forget about the client. As he says:

“Many salespeople will just talk about all their product’s awesomeness, but it's all about the solution. The question that all customers sit back with is: “What will that do for me? What will that do for my company?”

Don’t get me wrong, you definitely should mention those, but there is a time and place for that, and they shouldn’t be central to your presentation. Try shifting your mindset, and instead of talking about how incredible your product is, try explaining how it could do wonders for them .

Robert tells us how he does this when he presents 24Slides (professional presentation design services):

“Usually, when I do sales presentations, I don't really focus on the platform because I don't talk about presentations necessarily; that is more of a byproduct. I talk about people’s productivity, about the problems in a company if you don't have brand consistency. And then I verify if that is something that they see.”

#3. Establish your main differentiator

In B2B sales presentations, it is critical to focus on differential value. Ask yourself, what does my company provide that the others don’t? What makes me better than my competitors? Even more importantly, what makes my services valuable for people who might be satisfied by the status quo?

In many cases, you might not even be competing with a specific service or product but with the way your clients are “used to do things.” It’s your job to help them see beyond the routine and highlight how it’s worth changing.

Now that we’ve seen everything that should be done previously, let’s begin considering what a B2B Sales presentation should actually include .

Introduce your prospect's pain points

After briefly introducing yourself, start pointing out some of the pain points you’ve identified. You can talk about a shift in the industry, an undeniable transition, and its impact on their business . Make sure to include data on this impact; you could talk about the money or time they are wasting or even statistics on how people are affected by the problem.

Check out this example from Pocus :

Show your product as the solution

Once you’ve presented the problem (and the prospect has recognized it), present your product as the logical solution . In Robert’s words:

"You essentially make them realize that they have this pain, and they start feeling the desire to solve this issue, and then... voila! You show them how to solve it by tying your solution to their needs and concerns."

A successful sales presentation portrays your product as a tool to help prospects achieve their goals . It’s important to note that this section isn’t about listing every feature and benefit of your product or showing how it’s used. Instead, it’s about positioning your product as a valuable resource on your prospect’s journey.

Here’s an example from Pocus :

Back it up with data

Now that you have presented your product as a solution that will benefit the prospect’s business, back it up with evidence. You could present a case study showing how your products solved similar challenges for a company. Or you could show statistics of studies you’ve done about your product’s impact . It could look like this:

Showcase your platform's features and benefits

Now’s the time to show all of your product’s features and benefits. Talk about all the fantastic things that add value to it : things they’ll be able to do, data they will get access to, and more. Additionally, consider providing a visual demonstration to give them a glimpse of your product’s appearance and functionality. Take a look at how Spendesk is doing it:

Share some of your major clients & case studies

Remember one of the most essential marketing aspects: social proof. So, you must include some comments about what your actual customers are saying . You can also have a slide showing some of your best customers. Check out the comments that Spendesk included:

Check out 10+ Sales PowerPoint Presentation Examples To Get Inspired!

Experts insights: How to create a GREAT sales presentation

#1. customize your presentations.

Especially if you’re a B2B company that provides to different industries, having presentations that target the specific issues and characteristics is a must! Generic, one-for-all presentations will not do. Tailoring your message to the industry and your potential client’s problems will make your sales presentation much more incisive.

As difficult as this might be, sales representatives should always be ready to engage with potential customers! To help them be ready on-demand, having easily customizable presentations can be a huge aid. Using master templates can help you ensure all your presentations are on-brand while still customer-specific.

#2. Tell a story

Storytelling is one of the most effective ways to create an emotional bond with your audience. It has been proven that stories are even more memorable than cold hard data! Many people confuse storytelling with just adding anecdotes into your presentation. While this might be nice every once in a while, it’s not what we’re talking about!

It means going beyond theoretical and abstract examples and giving them a face and a name your audience can empathize with. It’ll help you show the human side of your business and connect on a deeper level with your audience. It’ll make your presentation more memorable, and it’ll most likely leave your audience thinking about you long after it’s over.

You might also be interested in 7 Essential Storytelling Techniques for Your Business Presentation

#3. Engage with your audience

Just like the last one, this is a tip concerning creating emotional bonds with your audience. Presenting as if you’re speaking to a wall will not get you any sales! Engaging with your audience is a crucial aspect of business presentations . This will not only make your presentation more entertaining, but it’ll also give your audience the impression that their needs and concerns are really being taken into account.

Listening to your audience is vital not only to make them feel more comfortable but to learn more about them too! Learning to listen is a great skill to have for any salesperson. This way, you’ll be able to know more about their concerns and pain points and tailor your presentation accordingly .

#4. Create an outstanding design

Just like you would care about your personal appearance when giving a B2B presentation, your presentation looks are also important! First impressions do matter, and your presentation design can say a lot about your product , your company, and your overall reliability.

A good presentation design that reflects your brand and values can help you convey more than you think! It can make you look more professional, more trustworthy, more creative… You can show what your brand is all about more memorably and effectively than just talking about it. Professional presentation design is a fantastic option to have in your toolbox to make sure your presentation conveys your message and your brand values perfectly.

There are some tips to keep in mind when designing a sales presentation:

• Your PowerPoint presentation is a visual aid, not a script. It’s meant to complement the speaker, not compete with it. Your slides should help you illustrate and give context to what you’re talking out loud. Focus on the visual aspect of your slides and avoid using huge chunks of text that will be distracting and just plain boring for the audience.
• Quality is ALWAYS more important than quantity. You may feel tempted to include all the details of your product or service: every image, video, chart, etc. Remember, the sales presentation is not the place for this. It is a brief meeting where the idea is to connect your product with the customer's needs, so keep in mind it is about them.
• This is an opportunity to show them who you are. This is one of your most crucial presentations, so it should definitely have your brand all over it. There should be consistency between what they see on your website, social media, etc., and your sales presentation. Branding your B2B presentation also shows you care about your image and pay close attention to detail, especially in these key meetings.

How to create your most effective sales presentation yet: and how we can help out

Creating an excellent sales presentation is a big deal . So, if you want a truly outstanding presentation completely customized to your needs and brand, then you must try 24Slides professional presentation design service . Our designers will take your slides from ‘okay’ to ‘incredible’ in just 24 hours!

Here's how it works:

• Create an outline : Include all the content you want in your presentation.
• Have your style guide ready: Include any elements you want, such as your prospect's logo, images, or specific image features.
• Provide clear instructions: Share your vision and what you want your presentation to communicate.
• Send it through our platform: You can also request proofreading if needed.
• Receive it in less than 24 hours!

Unlock the power of a professionally designed presentation with 24Slides and make your sales pitch truly shine.

You might also like:

• The Best Sales Presentation Services for Winning Sales Decks
• 10+ Powerpoint B2B Presentation Examples To Get Inspired!
• Learn How to Start an Effective Sales Presentation
• Top 20 Free Templates For Corporate And Business Presentations

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The Ultimate Guide to Creating a Sales Process

Learn how to create a sales process for your team to use when converting any prospect from a lead to a customer.

FREE SALES PLAN TEMPLATE

Outline your company's sales strategy in one simple, coherent plan.

Published: 03/20/24

A sound sales process is the backbone of any productive sales engagement. It gives you the structure, roadmap, and reference points necessary to sell with thoughtfulness and consistency. Even though a sale always requires some degree of improvisation, finesse, and creativity, you can't just wing every deal you work on and expect to see results.

That‘s why virtually every sales org has one of these processes in place — and a solid one can ensure you prospect, qualify, research prospects, pitch, handle objections, close, and nurture as effectively as possible. So by now, you’re probably thinking, “Holy heck! These sales processes sure do sound important! How on Earth do I put one together, and once it's in place, how can I ensure that my sales org and I abide by it?”

Well, hypothetical reader who asks all of the questions I want them to ask, you‘re in luck! Here, we’ll cover all of those bases — going over what a sales process is, the steps that generally comprise one, how to improve yours, and some handy examples you can reference. Let's dive in!

What is a sales process?

Sales process steps, how to improve your sales process, sales process mapping, how to create a sales process, sales process flowchart, sales process vs. sales methodology, sales process examples, common sales process mistakes.

A sales process refers to a series of repeatable steps a sales team takes to move a prospect from an early-stage lead to a closed customer. A strong sales process helps reps consistently close deals by giving them a framework to follow.

Why build a sales process?

As I said at the beginning of this post, I like to think of a sales process as both the backbone of and a roadmap for a successful sales engagement. It provides the structure and direction you need to capitalize on the leads your marketing generates — from prospecting to closing and beyond. Some other key benefits include:

• Facilitating smooth onboarding. A standardized sales process also helps less experienced reps get up to speed quickly — having that kind of framework in place ensures that you can train reps with some degree of consistency and give them a solid understanding of what they need to do at any given point in a sale.
• Making revenue generation more predictable. Forecasting is much more erratic without a solid sales process in place — establishing one of these frameworks allows you to keep tabs on the prospects in your pipeline more closely and, in turn, have a more accurate picture of how much revenue you'll ultimately generate.
• Allowing you to iterate and improve how your sales org sells. If you don‘t have a sales process in place, you won’t have a basis to improve upon when you‘re not hitting KPIs. In short, if you don’t have an established sales process, you're shooting in the dark.

Now that you know what a sales process is and why you should create one, let's consider the stages or steps that a typical sales process follows.

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3. Define the prospect action that moves them to the next stage.

A sales process is a progression — a series of stages separated by specific actions. If you want your sales process to be seamless, effective, and predictable, you need to know exactly what those actions are.

Understand what causes a prospect to move from one stage to the next in your sales process. Ideally, the actions that move opportunities through the Pipeline will be based on those prospects‘ actions — not a sales rep’s hunches or perception.

Hot Tip: Ask the following questions to determine the actions that move prospects from stage to stage:

• “While conducting warm outreach, did a rep hit on a specific pain point that motivated the prospect to schedule a discovery call?”
• “During the demo, were there objections that stalled the deal or features that moved it forward?”
• “When a rep made a pitch, was the answer an immediate ‘yes’ from the customer? If so, consider carefully why that happened. How did they build up to the pitch?"

4. Define exit criteria for each step of the sales process.

This step is essentially a more concrete extension of the previous one. Once you have a sense of the actions that prompt a progression in your sales process, establish the actual action items that your reps need to fulfill to deem a prospect ready for the next step.

For example, suppose you're working through the “presenting” step. In that case, your reps might determine they need a specific type of content — such as customer testimonial videos — to share with your prospects to move them to “closing.”

Hot Tip: When determining exit criteria for each step of the sales process, consider the following questions to ensure all of your reps have the same information. That way, they’ll provide all of your prospects with positive, professional, and on-brand information.

• What information should reps know about your brand, what they're selling, and your sales process steps before getting in contact with a prospect?
• What actions should your reps take throughout each step of the sales process?
• What should your reps say throughout each step of the sales process? Make sure your reps are aware of the multiple ways a conversation could potentially go and that they know how to manage all of them.
• What specific types of content should your reps show your prospects during different steps of the sales process? This is especially important in the “presenting” stage, where your reps might need to provide your prospects with videos, blogs, testimonials, or case studies to move that prospect to close.

5. Measure your sales process results.

Your sales process will evolve as your team finds ways to work more efficiently and move prospects through your pipeline faster. As you define and enhance your sales process, you’ll want to measure your success to ensure it successfully coordinates your team's efforts and reaches your target audience.

For example, note how many prospects transitioned in and out of each step of the sales process over a given period.

This way, you can conclude, “In July, we started with 75 prospects in the ‘awaiting demo’ step ... at the end of the month, we had moved through 28 prospects and added 19, leaving us with 66 prospects in the ‘awaiting demo’ step."

Here are some other examples of metrics to consider for the different steps of your process:

• The average time prospects stay in each step
• The step (if any) that takes too long for prospects to move out of
• The percentage of prospects who close after a demo
• The percentage of prospects who request a demo after a discovery call
• The churn rate (i.e., if certain customers are churning quickly, how can you use this data to identify mismatched prospects early in the sales process?)

These are the basic metrics most teams find value in measuring. Give some thought to metrics specific to your business that will help you define success or the need for improvement in a particular step.

Learn how to create a robust, buyer-centric sales process with our free HubSpot Academy lesson ‘How to Map a Sales Process. ’

Hot Tip: Another great way to measure your results is with the three levels of sales process success. Determining which level of success you're in will provide you with more insight into what you need to fine-tune for your team and prospects regarding your sales process.

Level 1: Humming

Your sales process is humming when 80% or more of your reps are hitting their quota every month. This is also when all of your new hires are being ramped up quickly to target performance, and your team isn't providing you with any negative feedback about the sales process.

Level 2: Experimenting

Experimenting is when your sales process isn‘t quite humming, so your team is experimenting and testing different tactics to determine what’s most effective.

For example, a team might be experimenting with different modes of contact in the “connecting” step of the sales process to get sales discussions going with prospects. They can test whether or not their prospects respond best to a specific email template when starting a discussion with a rep.

Level 3: Thrashing

Thrashing is when a team is rapidly moving from one solution to another within a specific sales process. Thrashing is ineffective and something you‘ll want to ensure your team gets out of as quickly as possible if you’re ever experiencing it.

For example, your reps might be trying different presentation techniques in the “presenting” stage, making it impossible to determine what's working for the majority of prospects Remember, your sales process is never perfect, but it should constantly be evolving to fit the needs of your team, business, and prospects.

Now if you have a sales process already, but haven’t mapped it out yet, here’s where to start.

Sales process mapping — the practice of creating a detailed, typically visual representation or guide of your sales process — can help make your sales process less abstract and easier to follow.

Sales process map formats and structures tend to vary from organization to organization. For instance, some might elect to map their sales process via a bare-bones flow chart. Others might go with a more engaging infographic, and some might go with an in-depth written guide.

The degree of detail can also differ by sales org. Some elect to give a more focused, stage-by-stage representation of their processes — like the example below, covering the lead qualification process — whereas others might go with a higher-level, more holistic overview of their processes.

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1. Start at the end.

To know where you're going, you must know your destination. In terms of sales process mapping, this involves setting goals for your sales team. Keep your plan specific but simple.

Example : Fred‘s Vegan Food Supply is mapping its sales process. They’ve set their destination “goal” to increase their win rate by 5% next quarter.

2. Bring all stakeholders aboard.

Your sales team can't meet its goal alone. Other departments across your organization — including marketing, product, customer service, IT, and more — have a stake in your sales process and impact your customer experience. Gather these stakeholders, share your goal, and involve them in your process.

Example : Fred brings together his sales team, marketing managers, customer service leaders, product designers, and distributors. These teams touch potential and current customers and can, therefore, affect the sales team's win rate.

3. Outline the sales process steps.

We covered the sales process steps above, and now it's time to walk through each step as it pertains to your business, products, and sales team. Take a look at your sales process history. What steps were effective, and where did prospects fall off?

Moreover, how long, on average, did each step take? With your stakeholders on board, you can map what teams affect each step and what actions they can take — particularly your sales team.

Example : Fred's sales team maps the six sales process steps and jots down the actions they take within each stage. They also review the last 12 months of sales activity concerning each step to understand where they can improve their new sales process to meet their new goal.

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7-step sales process: When to use it and when to break it

Lucid Content

Reading time: about 6 min

The 7-step sales process

• Prospecting
• Preparation
• Presentation
• Handling objections

If you are one of the 2.5 million employees in the United States working in sales, you know that even for the most natural salesperson, it can sometimes be difficult to turn potential leads into closed sales. Across industries, you need different skills and knowledge to prove to your potential customers that your solution is best for their particular problem.

As the old adage goes, “Learn the rules like a pro so you can break them like an artist.” Once you’ve mastered the seven steps of the sales process you might learn in a business class or sales seminar, then you can break the rules where necessary to create a sales process that may not necessarily follow procedure but gets results.

The textbook 7-step sales process

What are the seven steps of the sales process according to most sales masters? The following steps provide a good outline for what you should be doing to find potential customers, close the sale, and retain your clients for repeat business and referrals in the future.

1. Prospecting

The first step in the sales process is prospecting . In this stage, you find potential customers and determine whether they have a need for your product or service—and whether they can afford what you offer. Evaluating whether the customers need your product or service and can afford it is known as qualifying.

Keep in mind that, in modern sales, it's not enough to find one prospect at a company: There are an average of 6.8 customer stakeholders involved in a typical purchase, so you'll want to practice multi-threading , or connecting with multiple decision-makers on the purchasing side. Account maps are an effective way of identifying these buyers.

2. Preparation

The next step is preparing for initial contact with a potential customer, researching the market and collecting all relevant information regarding your product or service. Develop your sales presentation and tailor it to your potential client’s particular needs. Preparation is key to setting you up for success. The better you understand your prospect and their needs, the better you can address their objections and set yourself apart from the competition.

3. Approach

Next, make first contact with your client. This is called the approach. Sometimes this is a face-to-face meeting, sometimes it’s over the phone. There are three common approach methods.

• Premium approach: Presenting your potential client with a gift at the beginning of your interaction
• Question approach: Asking a question to get the prospect interested
• Product approach: Giving the prospect a sample or a free trial to review and evaluate your service

Dive deeper into the various sales approaches you can use to start a relationship off on the right foot.

4. Presentation

In the presentation phase, you actively demonstrate how your product or service meets the needs of your potential customer. The word presentation implies using PowerPoint and giving a salesy spiel, but it doesn’t always have to be that way—you should actively listen to your customer’s needs and then act and respond accordingly.

5. Handling objections

Perhaps the most underrated step of the sales process is handling objections . This is where you listen to your prospect’s concerns and address them. It’s also where many unsuccessful salespeople drop out of the process—44% of salespeople abandoning pursuit after one rejection, 22% after two rejections, 14% after three, and 12% after four, even though 80% of sales require at least five follow-ups to convert. Successfully handling objections and alleviating concerns separates good salespeople from bad and great from good.

In the closing stage, you get the decision from the client to move forward. Depending on your business, you might try one of these three closing techniques .

• Alternative choice close: Assuming the sale and offering the prospect a choice, where both options close the sale—for example, “Will you be paying the whole fee up front or in installments?” or “Will that be cash or charge?”
• Extra inducement close: Offering something extra to get the prospect to close, such as a free month of service or a discount
• Standing room only close: Creating urgency by expressing that time is of the essence—for example, “The price will be going up after this month” or “We only have six spots left”

7. Follow-up

Once you have closed the sale, your job is not done. The follow-up stage keeps you in contact with customers you have closed, not only for potential repeat business but for referrals as well. And since retaining current customers is six to seven times less costly than acquiring new ones, maintaining relationships is key.

Want to nail the sales follow-up process? Follow our tips.

Sales process takeaways: What’s important?

Now that you understand the basic seven stages of sales process development, you can begin to tailor them to your own product or service and customer base. Cut out steps that are unnecessary to your particular business and focus on your customer. You know the rules—now get ready to break them in ways that bring you closer to your customer and turn you from a sales professional to a sales artist.

Whatever approach you take, keep these fundamentals in mind:

Identifying the customer’s problem

You have a product or service you want to sell—now what? Anyone with a problem related to your area of expertise can be a potential customer. You'll need to dive deep into discovery work to learn each buyer's specific goals, needs, and pain points. 

Develop a solution for the customer

Once you have uncovered problems for your products to solve, tailor your offerings to fix those issues—and be prepared to explain how your product truly is a solution for the given problems. Sales engineers can use Lucidchart to visually demonstrate how their product or service solves client problems and makes their lives easier, such as the flowchart below.

Be persistent

Following up isn’t just for after the close to get repeat business. As stated before, most customers don’t buy right away. You have to handle objections and try, try, try again. This is where the seven-step sales process doesn’t account for repeated approaches, presentations, meetings, or phone calls where you handle objections. If it did, it might be a 13-step sales process or a 21-step sales process, or… you get the idea.

Bottom line: stay connected—set up a calendar for repeated contact with potential, present, and past customers so you're more likely to reach them when they're ready to buy.

What are the key steps in the sales process? Whatever your customers need them to be.

Once you’ve tried out a few different approaches, tweaking the original seven steps in the sales process to fit your customers better, document your successes so that you can follow the steps that work best and easily get new reps up to speed as they are onboarded.

Whatever steps you settle on, you need to document your sales process to ensure that sales reps follow it. Learn about sales process mapping.

About Lucidchart

Lucidchart, a cloud-based intelligent diagramming application, is a core component of Lucid Software's Visual Collaboration Suite. This intuitive, cloud-based solution empowers teams to collaborate in real-time to build flowcharts, mockups, UML diagrams, customer journey maps, and more. Lucidchart propels teams forward to build the future faster. Lucid is proud to serve top businesses around the world, including customers such as Google, GE, and NBC Universal, and 99% of the Fortune 500. Lucid partners with industry leaders, including Google, Atlassian, and Microsoft. Since its founding, Lucid has received numerous awards for its products, business, and workplace culture. For more information, visit lucidchart.com.

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Aristotle and the ancient Greeks believed that viewing good art, especially drama, helped individuals to learn about themselves and purify suboptimal habits from their lives. This methodology is also used in the modern era and can be applied to professionals of all sorts including salespeople. In the spirit of Aristotle’s philosophy (known as catharsis, in case you were wondering), here are nine quotes from modern cinema intended to help you evaluate your sales habits and become a rockstar closer.

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One of the biggest problems I faced as a new inside sales rep was how to have a conversation that resonated with my buyer. After diving into the structure of my calls with my manager, we found that my calls were more of the interrogation approach, asking closed-ended questions. If there is one major piece of advice I can give, it is to learn from my failure.

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Sales Process PowerPoint Presentation Template

Present your sales process impeccably with our PowerPoint Presentation Template. Equipped with 40 individual slides, each with its own unique sales process design, this template allows for a creative display of your business's sales journey. Each slide is available in 10 pre-set color schemes, offering a staggering 400 slides to choose from.

These slides aren’t just visually appealing – they’re also practical and adaptable to your unique needs. Beyond the graphics and diagrams, the template features editable shapes that easily adjust in size and color, eliminating the need for extra graphic design software like Photoshop or Illustrator. Furthermore, the template is formatted in 16x9HD and Retina-ready, ensuring your presentation looks crisp and professional on any screen.

For ease of use and customization, the slides come in .PPTX file format, compatible with PowerPoint 2010, 2013, 2016, 365, and newer versions. With just two clicks, any slide can be quickly customized to your liking. All shapes are editable, and an array of free Google fonts is at your disposal.

Details & Features

• 40 Unique Sales Process Slides
• 10 Pre-made Color Schemes
• Editable Shapes and Colors
• 16x9HD, Retina Ready
• .PPTX Files (Supports recent PowerPoint versions)
• Swift 2-Click Customization
• Free Google Fonts

Why We Like It

This Sales Process PowerPoint Presentation Template is a game-changer, injecting visual interest and professional polish into your sales presentations. We love its combination of aesthetic appeal, ease of use, and customization options. With 400 slides to choose from, your presentations will never lack variety or style.

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Sales Process Infographics

It seems that you like this template, free google slides theme, powerpoint template, and canva presentation template.

If we can define a "sale" as the transaction in which a product is obtained in exchange of money, what would a "sales process" be? As obvious as it may seem, there's much more to it than meets the eye. Customize these editable infographics and add them to your slideshows so the concept of sales process looks much more understandable at a glance. Since we're talking about processes, most of the designs included try to represent that!

Features of these infographics

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• 32 different infographics to boost your presentations
• Include icons and Flaticon’s extension for further customization
• Designed to be used in Google Slides, Canva, and Microsoft PowerPoint and Keynote
• 16:9 widescreen format suitable for all types of screens
• Include information about how to edit and customize your infographics

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