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How to Create Your Ultimate Sales Presentation (with examples)

The Presentation is Step 4 of your Ultimate 10-Step Sales Presentation.

So, you are a dedicated sales professional who has been following my Ultimate 10-Step Sales Presentation formula! Thus far, you have completed your sales prospecting, so you know the customer is a qualified prospect. You have also spent time developing a strategic presentation plan. Plus, you have even planned your all-important approach to begin your presentation.

Now. At last. It is time to plan a killer presentation; a presentation sure to bring success and well-deserved hearty congratulations from coworkers and bosses!

So, no more delays, let’s get started!

In this article on creating your ultimate sales presentation, we will cover:

• Types of Common Selling Situations

4 Sales Presentation Methods

Basics of a group presentation, win-win negotiating, which presentation method is best, types of selling situations.

When I first started as a sales representative, I only had to master one selling situation. It was me selling to a single buyer. However, as I gained sales experience, I found that I had to present in a variety of selling situations.

As a professional salesperson, you need to be aware of the types of selling situations that you might encounter over the course of your career. Here are five of the most common selling situations.

• Salesperson to the buyer. A single salesperson presenting to a single buyer. This is how most of us start in our selling careers.
• Salesperson to the buyer group. A single salesperson presenting to a buying group or committee. You may present to a buying group when the information is technically complex or when the dollar value of the product is above a single buyer’s authorized level.
• Sales team to the buyer group. A selling team presents to a buying group or committee. The selling team and buying committee is often made up of people from different departments with different skillsets. For example, I led selling teams comprising myself as a sales manager, along with people from sales, finance, product supply, operations, and logistics. We presented to customer buying teams comprising people with the same areas of expertise.
• Consultant selling. A lead salesperson assembles company personnel to deal with specific opportunities or solve specific problems for a customer. For example, when I was a sales manager for Procter& Gamble’s Foodservice division, I was frequently called on to work with customers as a consultant to solve a specific problem. “Why don’t our pie crusts bake evenly?” “Why are the scallops cooked at lunch lighter than the scallops cooked for dinner?” I brought in teams of experts to work specifically on these problems.
• Seminar selling. Seminar selling is often educational in nature. In the “old days,” seminar selling was often held in a hotel meeting room. For example, attorneys put on an educational seminar about wills and trusts. When they were done with the seminar, they sold their services. These days a lot of seminar selling is done via “webinars.” A salesperson presents educational material via a live stream over the internet, and when they are done, they sell their services.

Now that we have a handle on the most common selling situations, we must determine which sales presentation methods we will use for our presentation.

Your sales presentation is a combination of persuasive verbal and visual communications of your business proposition that will solve a customer’s problem. Although to deliver a compelling presentation, you also need to match the presentation method to the specific buying situation.

There are four basic presentation methods most salespeople need to master. They are the

• persuasive selling,
• needs-satisfaction, and
• problem-solution method.

The primary difference between the methods is the percentage of time the salesperson is speaking. In the memorized and persuasive selling methods, the salesperson dominates the conversation. In the needs-satisfaction and problem-solution methods, both the salesperson and buyer share in the conversation.

You can think of these methods as being on a continuum from highly structured to completely customized.

The memorized sales presentation method is the most highly structured method. The salesperson does 80-90% of the talking. The buyer’s participation is generally limited to responding to questions posed by the salesperson.

The memorized presentation is a “canned” presentation; delivering the same basic presentation to every prospective buyer. The salesperson discusses the same features and benefits hoping they will stimulate the buyer’s interest.

The most common use of memorized presentations today is door-to-door and telephone sales.

The memorized presentation method has several advantages.

• It increases the confidence of inexperienced salespeople.
• It ensures that a salesperson or entire salesforce delivers the same features and benefits to prospective buyers.
• It is most efficient when selling time is short.

Drawbacks of the memorized presentation include:

• It is impersonal.
• It may present features and benefits that mean nothing to the buyer.
• It has limited participation with the buyer and, therefore, may be perceived as a high-pressure sales presentation.
• It is not effective for complicated selling situations or technical products.

Persuasive Selling

The persuasive selling presentation method is a powerful tool for both new and experienced salespeople. It is less structured than the memorized presentation. The salesperson typically controls the approach and beginning of the presentation but then engages the buyer more and more as the presentation continues.

The persuasive selling method has several advantages.

• It provides an opportunity for more buyer/seller interaction.
• It provides a logical framework and flow of information.
• It allows the salesperson to handle anticipated questions and objections.

The primary drawback of the persuasive selling model is that the structure is less flexible than the need-satisfaction or problem solution methods. Its more formal structure makes it less suitable for complex selling situations.

With the persuasive selling method, the presentation follows a formula or outline. A typical outline for a persuasive selling presentation includes five steps.

Summarize the Situation

State your idea, explain how it works.

• Reinforce the Key Benefits

Suggest an Easy Next Step

Summarize the situation that leads to the purpose of your presentation.

For example , “Last time we met, you mentioned needing to increase sales by 5%. Is that still the case?”

State your idea regarding a solution in clear, simple terms.

For example , “My idea is for you to feature Product X in your advertising and support the feature with a display.”

Share the details of your proposal. Include information about the product, pricing, timing, and etc., so the buyer understands how your proposal will solve his/her problem.

For example , “We know features and displays on Product X increase sales volume by 5x. I suggest you feature Product Super Duper Extra Large Size in your feature on (date). I will come in the week before the ad and build a display for you.”

Reinforce Key Benefits

Reinforce the key benefits by restating why your proposal solves the buyer’s problem. Focus on the key benefit(s) that are most important to the buyer.

For example , “As I said, a feature and display of Product Super Duper usually has a significant impact on sales. I estimate your sales will increase to (estimate) during the week of the feature and display.

Close the sale by suggesting the next steps, which are needed so you can successfully follow through in your proposal.

For example , “If you submit Product Super Duper for a feature on (date), I will order X number of cases of Super Duper to arrive the week before the feature. Then, on the day before the ad breaks, I will come in and build a display for you.”

Need-Satisfaction

The need-satisfaction presentation method is the most difficult to master. The entire presentation is often a back and forth conversation between buyer and seller. For this reason, the salesperson needs to be able to adapt their style and the information they convey to the seller throughout the presentation.

The need-satisfaction method has several advantages.

• It is highly flexible and customizable.
• It is particularly well-suited for the sale of complex, highly technical products.
• It is most effective at uncovering and prioritizing buyer needs.

The primary drawback of the needs-satisfaction method is the open-ended conversational nature of the presentation process. This makes it a difficult method for less experienced salespeople to master.

As the name suggests, the salesperson begins by discussing the buyer’s needs, then clarifies and summarizes the buyer’s greatest need, and finally, demonstrates how their product will meet the buyer’s needs.

Need Development

The presentation begins with the salesperson, asking a probing question to begin the process of ascertaining buyer needs. The salesperson asks a series of these probing questions to understand as much as possible about all the buyer’s specific needs and problems.

It is not uncommon for half or even more of the presentation time to be spent in the need development phase.

For example , a probing question for a computer salesperson is, “What tasks do your employees use your computers for? Or, “What software do the people in your company use the most?”

Need Awareness

Once the salesperson understands the buyer’s needs and problems, it is time to narrow down the needs/problem to the most important one to solve. The salesperson should then restate the need/problem and confirm with the buyer.

For example , “From what you’ve told me, the biggest problem your accounting staff has is they need to be able to see what people in other departments are spending. They use the Super Deluxe Accounting software package, but they are not on the same network, so they cannot see what various departments are spending. Is that correct?”

Need Fulfillment

The need fulfillment stage is the final phase of the needs-satisfaction presentation method. In this stage, the salesperson demonstrates how their product will meet the buyer’s needs or solve their problem.

For example , “I can certainly understand the importance of having your accounting staff computers networked with common software so they can see what each department is spending. My company makes an internet hub specifically designed to link seamlessly all the computers in the accounting department. It is fast, reliable, and is expandable so it can grow as your company grows. I suggest our training team come in and train your accounting department the week before the technical crew installs the new system Is next week good for the training or would the following week be better?”

I’ve used the needs-satisfaction method numerous times throughout my career.

Often, with complicated situations, I’ve had to spend an entire appointment on just needs development and needs awareness phases. When this happens, I will take the time between appointments to think through all the buyer’s needs/problems and select the best features, advantages, and benefits. Then in my next meeting with the buyer, I will use the persuasive selling method to present my solution because I already know the problem I need to solve for the buyer!

Problem-Solution

The problem-solution presentation method is a completely flexible, customized presentation that requires full engagement between buyer and seller. It is like the need satisfaction method because it is designed to uncover specific buyer needs or problems and then provide the appropriate solution. The primary difference is the problem-solution method is designed to handle a situation where the buyer may not even understand the problem or know how to solve it.

The problem-solution presentation method has several advantages.

• It is highly flexible and completely customizable.
• It is best suited for highly complex technical situations.
• It provides an in-depth analysis of specific needs or problems.

The problem-solution presentation method also has several disadvantages.

• Its complexity makes it difficult for inexperienced salespeople to manage the entire process.
• It is time-intensive, often taking several appointments involving multiple disciplines, over a period of weeks or even months.

Multiple Steps are Needed

The problem-solution presentation method consists of multiple steps. Here are eight steps I follow using the problem-solution presentation method.

• Agreement between buyer and seller to complete the analysis.
• Assemble the seller team and identify the customer’s mirror team.
• Agree on a timeline and the scope of the analysis.
• Conduct the actual analysis.
• Form conclusions and recommended courses of action based on the analysis.
• Develop the sale presentation based on the analysis, conclusions, and recommended course of action.
• The sales team delivers the sales presentation to the customer mirror team.
• Implement the agreed-upon actions.

I can’t give you a verbatim example of a problem-solution presentation, or this article would likely run several hundred more pages than you would want to read! However, I can give you an example of a situation where I used the problem-solution method.

I was in a role where I led teams of salespeople, finance, and product supply experts to analyze entire departments of a grocery store. The goal was to maximize department profits by optimizing the product assortment and layout of the department.

The analysis required the retailer to provide months’ worth of detailed financial and volume information for every product carried in the department. We combined their information with complicated psychographic information to determine the mix of products that would maximize profits and customer satisfaction. Then, with the optimized assortment, we designed shelf layouts that incorporated each product in its most logical and efficient location.

Once the analysis, conclusions, and recommendations were developed, we assembled all the information in presentation notebooks. With all the data these presentations typically ran over 100-pages!

Finally, when everything was printed, our selling team comprising of salespeople, finance, and product supply folks, presented to the customer’s mirror team. Often these presentations ran over two hours.

Once all the agreements were made, we established implementation teams responsible for making the changes in every store.

All-in-all it was not uncommon for this process to take 2-3 months for every retailer we worked with. However, we only committed to this kind of work when there was a significant long-term upside for our company! Given all the time, energy, and expertise to do the analysis and make the presentation.

Both the need-satisfaction and problem-solution presentation methods may involve presenting to a group of people. So next, let’s look at some of the nuances of presenting to groups.

There are two types of group presentations I participated in or delivered over the years. One type is what I call the one-to-many, where I present to a customer’s group. The other type and the one I liked the most is the many-to-many, where a group from the seller company presents to a group from the buyer company.

Delivering successful group presentations is complicated because many people are involved, you cover a lot of material, and the material itself is usually complicated.

I can’t possibly cover everything about running a successful group meeting in this article. Nonetheless, there are a few basics you must understand to conduct successful group presentations.

Get plenty of space

These group presentations are often conducted in a large meeting or board room. There’s nothing worse than stuffing 15 people into a room that holds ten.

Arrange for more time than you think you’ll need

If you need 90 minutes, ask for two-hours. No executive will complain if you finish 30 minutes early, but you stand the risk of losing people if you go over your allotted time.

The more people, the more structured the presentation method. Controlling the attention of any large group requires a presentation that is highly structured and organized.

Start with introductions

Chances are individuals who know each other, but not everyone else in the room, so start with simple introductions of name and role.

Publish an agenda

Let the people know what will be covered and in what order. This is also a perfect time to let people know what to expect for the rest of the meeting.

Have a designated question and answer time

Open questions and answers throughout a presentation with large groups are too distracting. If there are major sections to your presentation you can have a question and answer session for each section. Otherwise, you may elect to have one question and answer section at the end of the presentation.

Assign a timekeeper

For very complicated, long presentations, have someone on your team serve as a timekeeper to help keep you on track and from going over your time limit.

Appoint a designated note-taker on your team

The note taker needs to capture key comments, questions, and agreements for reference later.

Get engagement and agreement as you go

I know I said not to have open questions and answers throughout the presentation, but that doesn’t mean you make the presentation like a robot from the front of the room. If you see head nods, ask if they agree. If you see someone with a concerned or quizzical look on their face, ask if they have a question. If the issue is simple, handle it. Otherwise, say you’ll answer their question in just a moment (or in the Q&A at the end).

Focus on benefits

Talk about and reinforce the key benefits of your solution throughout your presentation. If there is a product supply person in the room, mention the benefits that accrue to that department. If there is a finance person talk to them about financial benefits. And so on! Make sure every person in the room hears the benefit of the proposal as it pertains to them!

Summarize the benefits

Just as you’re getting ready to close, summarize, or restate the key benefits you mentioned throughout your presentation. Again, make sure everyone hears the benefit that your solution brings to them in their work!

These tips are just the basics of running a successful group presentation. I can’t guarantee your success by following them, but I can just about guarantee failure if you ignore any of them!

As you approach the close, you will almost certainly have points the buyer wants to question or negotiate. So next, let’s talk a little bit about how to set yourself and your team up for successful negotiations.

I knew a few salespeople over the years who had a “take it or leave” attitude. They had one proposal, and one way of doing business and they were prepared to walk away from business if the buyer didn’t meet all their demands.

On the other hand, I also ran across a few customers who had a “take it or leave it” attitude. They made whatever demands they felt they could get away with pressuring suppliers to meet their demands. They figured if one supplier didn’t meet their demands the next supplier probably would.

I didn’t like working with either sellers or buyers who took that hardline approach.

In my opinion, a relational salesperson should be prepared to negotiate whether you are talking to a single buyer or a buying group. Over the years, I found the trick is to plan your points of negotiation ahead of time. By planning ahead of time you’ll know where you can compromise and where you cannot.

For example , you should know:

• What extra services can you provide that competitors do not?
• Is your price firm, or is there some flexibility?
• Are there payment terms or a payment plan?
• Can you provide any free services (like training) or equipment upgrades?
• Can you offer flexible delivery dates?

At Procter & Gamble (and most other large companies), our prices and terms were fixed, so I had to create negotiating flexibility in other ways. I could easily offer different shipping dates, different quantities and product assortment, and in some cases, product training.

The point is that I was clear about the things I could not negotiate. Likewise, I clarified that I was happy to negotiate where I had flexibility.

So far, we have covered the five most common selling situations and the four presentation methods. Now, it is time to determine which presentation method is best for you and your situation.

Your selling objective is the starting point in deciding which presentation method to use. If you are making a sales presentation, you will take a different approach than if your objective is to gather the information you can use later to develop a sales presentation.

Generally speaking, if you are making a sales presentation, the memorized or persuasive selling method is best. However, if you need to understand buyer priorities or uncover buyer needs or problems then the needs-satisfaction or problem-solution methods are best.

Yet, there is no single best method. When selecting your presentation method you must consider

• the experience of the salesperson,
• your objective,
• the nature of the product,
• the information about the buyer’s need or problem,
• and a host of other variables.

We’re Not Done with our Sales Presentation!

Although we’ve made a lot of progress, we’re still not ready to see the buyer yet!

Sure, we’ve done our prospecting, some approach planning, and we’ve decided on a presentation method. However, we still need to create that all-important presentation! In the next article, we’ll take a hard look at the important elements we must include in our presentation.

The Ultimate 10-Step Sales Presentation Series

Step4: The Presentation is the fifth in a series of articles, which have been created to teach you how to craft and deliver the Ultimate Sales Presentation in 10-Steps.

If you missed a prior article in this series or you want to review one again, you’ll find them here:

Kick-Off: The Ultimate 10-Step Sales Presentation

Step 1: Customer Prospecting

Step 2: Pre-Approach Planning

Step 3: The Approach

Step 4: The Presentation – Part 1 (you’re here)

Steps 5-10: Coming soon. A new article releases every two weeks.

If you want to make sure you don’t miss one of these articles, you can sign up to receive the series here .

Join the Conversation

As always, questions and comments are welcome. What questions do you have about the Approach step of the Ultimate 10-Step Presentation model?

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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Effective Sales Presentations: Techniques for Impactful Communication

By   Hanson Cheng

May 10, 2024

• minute read

Last Updated on May 10, 2024 by Hanson Cheng

Immerse yourself in this comprehensive guide to crafting the perfect sales presentation. This article is brimming with valuable and insightful pointers on increasing the effectiveness of your sales presentations, covering every aspect from preparation and design to delivery and subsequent evaluation. Whether you’re setting clear objectives, analyzing your audience, structuring your presentation, or overcoming objections, this article has you covered.

The use of visual aids, crafting a compelling story, and tips for successful non-verbal communication are just a few of the highlights you’re about to discover. Step into this treasure trove of information and give your sales presentations the boost they deserve.

Effective Sales Presentations

Sales presentations are integral to any business’s strategy to influence prospective customers, partners, or investors. They are used to highlight a product or service, its benefits, and how it can solve the audience’s specific problems.

Understanding the importance of sales presentations

Sales presentations are the bridge between your business and potential clients. They not only showcase your product or service, but they also represent your company’s identity, mission, and values. A well-prepared, engaging and persuasive sales presentation can build trust, foster relationships, and close sales.

Sales presentations are useful tools for:

• Demonstrating the value and benefits of your product or service
• Establishing a connection with your audience
• Distinguishing your business from the competition
• Persuading the audience to take action: whether it’s to make a purchase, sign up for a service, or invest in your company

In our global and highly competitive marketplace, a compelling sales presentation is necessary, not an option. Also, a  persuasive marketing presentation  is essential for clear communication, helping to highlight what makes your products special distinguishing the company from its competitors.  Even companies like Apple and Tesla give high importance to their sales presentations, knowing that their market share and revenue generation significantly depend on them.

Characteristics of impactful sales presentations

Not all sales presentations lead to success. Only those that are informative, captivating, and tailored to the audience’s needs and interests can be deemed powerful. Impactful sales presentations typically have these characteristics:

• Clear and simple: Effective sales presentations are straightforward and avoid technical jargon. They articulate the product or service and its benefits in a concise and easy-to-understand manner.
• Customer-centric: Impactful presentations are not about the company but about the customer. They focus on how the product or service can solve the customer’s problem.
• Engaging: Successful sales presentations interact with the audience, asking questions, and encouraging participation.
• Visual: The use of visuals, such as charts, graphs, images, and videos, makes sales presentations more impactful. They can help explain complex data, illustrate a point, and maintain audience interest.
• Storytelling: A good story can help make your sales presentation more persuasive and memorable. Stories can evoke emotions, which can boost retention and influence decision-making.

Knowing the importance and characteristics of effective sales presentations is crucial for any business aiming to gain market share, attract investors, or create lasting customer relationships. A well-thought-out, engaging, and personalized sales presentation can close deals and help your business thrive in any industry.

Preparing for an Effective Sales Presentation

Setting clear objectives.

To host an effective sales presentation, setting clear objectives beforehand is paramount. Knowing the goals you want to achieve will guide the structure and content of your presentation. You may want to outline your objectives in a clear, concise, and actionable manner. One common objective is to demonstrate the benefits of your product or service and how it solves a problem or meets your audience’s needs. Another frequent goal is to persuade the audience to take a specific action at the end of the presentation, such as making a purchase or signing up for a trial.

Analyzing Your Audience

Having a profound understanding of your audience can significantly influence the success of your sales presentation.

– Demographics : Gaining insights into the basic demographic details of your audience, like age, gender, geographic location, occupation, income level, etc., can help tailor your presentation to the needs and interests of your audience. For instance, a presentation targeted at C-suite executives in San Francisco would likely differ in terms of language, tone, and content compared to a presentation made to small business owners in Austin, Texas.

– Prior Knowledge of the Topic : Gauging the audience’s previous knowledge about the product/service being sold is also crucial. For instance, if they are already familiar with the product category, you may want to focus more on showcasing the unique advantages of your offering rather than start from scratch.

Researching Your Product/Service

A deep and realistic understanding of your product or service is fundamental in a sales presentation. It’s important to know the details inside-out to confidently address any question that comes your way during the presentation. You should be well aware of not only the advantages and benefits of your offering, but also its weaknesses or any possible objections from potential customers, to respond efficiently and adeptly.

Designing an Impactful Sales Presentation

Structuring your presentation.

A good structure is key to a compelling sales presentation.

– Introduction : Starting the presentation with an engaging introduction is crucial to hook your audience immediately. It could be a relevant story, a powerful statistic, or an inspiring quote, anything that sparks interest and sets the stage for the rest of the presentation.

– Body : The body of your presentation should be composed of distinctive sections addressing different aspects of your product/service. Each section should be clear, and informative, and add value to the overall narrative. Using data, anecdotes, examples, and stories can help make your presentation more engaging and persuasive.

– Conclusion : Concluding your presentation effectively is equally important. A strong conclusion should recap the main points and offer a clear call to action that inspires your audience to act.

Visual Aids in Sales Presentations

Visual aids can be a gem in sales presentations, as they assist in explaining complex ideas and data more intuitively and leave a lasting impression.- Types of Visual Aids : Visual aids can vary from basic graphs and charts to more sophisticated animations or interactive elements. Whiteboards, slides, videos, infographics, and flowcharts are typical visual aids used.- Best Practices : However, using visual aids demands some best practices to avoid overwhelming or confusing the audience. Visuals should support your spoken message, not overshadow or contradict it. Moreover, keeping visuals clean, simple, and aesthetically pleasing can enhance their effectiveness.

Crafting a Compelling Story

Incorporating a compelling story in your sales presentation can enhance engagement, make the content more relatable, and achieve better persuasion. Use stories that resonate with your audience, align with your brand and product, and convey your value proposition effectively. Whether it’s a client’s success story, the story behind your product, or your company’s journey, ensure it’s genuine, relatable, and engaging.

Delivering the Sales Presentation

In delivering an effective sales presentation, several significant factors come into play. These factors include building rapport with your audience, using effective communication techniques, and handling objections confidently.

Building rapport with the audience

An important and often overlooked part of delivering an effective sales presentation involves establishing a solid rapport with your audience. A positive connection between the presenter and the audience can greatly enhance the effectiveness of a sales presentation. Therefore, sales reps should strive to connect individually with each member attending their presentation.

This connection can be made through common interests, ice-breakers, or another shared experience. Building rapport helps create a comfortable environment where the audience is more likely to be receptive to the main message and stay engaged throughout the presentation.

Communicating effectively

Effective communication during a sale presentation is another significant determinant of the presentation’s success. It goes beyond the spoken words; your vocal quality and non-verbal cues also play substantial roles.

Vocal quality : Your voice’s tone, volume, and pace can significantly affect the audience’s reception of your sales presentation. A monotone voice can be dull and could disengage your audience. Instead, varying your voice’s tone and pitch can make your presentation more engaging and exciting, keeping your audience’s attention.

Non-verbal communication : Body language is another crucial part of communication during a sales presentation. It can influence how the audience perceives you and your message. Things such as eye contact, gestures, and facial expressions can enhance your presentation, making your delivery more robust. For example, maintaining eye contact can help build trust with your audience, while positive facial expressions can create an enthusiastic and welcoming environment.

Overcoming objections

During a sales presentation, objections are almost inevitable. However, how you handle them can make or break your presentation. Instead of viewing objections as roadblocks, view them as opportunities to clarify information and reinforce your sales arguments. Be patient and actively listen to the objecting party, allowing them to completely state their objection before responding. Always keep your responses respectful, constructive, and focused on the value of your products or services. In doing so, you can turn potential deal-breakers into deal-makers.

To summarize, delivering an engaging and effective sales presentation requires building rapport with the audience, using effective communication through both verbal and non-verbal cues, and confidently overcoming objections. Mastering these techniques can help one deliver a sales presentation that informs, convinces, and converts.

Evaluating and Improving your Sales Presentation

The journey to crafting an effective sales presentation doesn’t end after delivery; it’s a continuous evaluation and improvement process. This section will cover three key practices to refining your sales presentation: seeking feedback, learning from successful presentations, and constant practice and refinement.

Seeking Feedback

Feedback serves as a critical foundation for personal growth and professional development. In the context of sales presentations, it helps in identifying areas that need improvement and strategies that work well. Creating an environment where clients, colleagues, and other stakeholders feel comfortable providing honest insights about your presentation is essential.

Consider implementing a structured approach to seeking feedback by focusing on specific aspects of the presentation like the structure, content, delivery style, and visual aids. You can ask questions like “Was the objective of the presentation clear?” or “Were the visual aids effective in communicating the important points?”

Avoid becoming defensive when receiving feedback and embrace constructive criticism. Acting on the feedback will build trust among your peers, clients, and superiors, showing them that you value their insights as you strive to improve your presentation skills.

Remember, the purpose of feedback is growth. So, embrace it as an opportunity to learn from your experiences, making your future sales presentations increasingly successful.

Learning from Successful Presentations

After feedback, learning from the best is another effective way to improve your sales presentations. Recognize the attributes of successful presentations and identify how you can implement them in your presentation strategy. This does not mean copying others’ style, but understanding why their presentations work and implementing those attributes into your individual style.

Watching successful sales presentations can provide insights into various tactics like structuring the presentation, engaging the audience, handling objections, and closing the deal. Online platforms like TED talks, professional workshops, and corporate presentations can act as valuable resources in this learning process.

Moreover, successful sales presentations from the same industry can provide industry-specific insights that can enhance your understanding of the market, customer preferences, and competition.

Constant Practice and Refinement

Sales presentations are part of a skill set; like any other skill, they need constant practice and refinement. The evolution of an effective sales presentation involves an ongoing cycle of planning, practicing, delivering, and refining.

The key is implementing the feedback and learning from successful and less successful presentations in your practice. Regular practice enhances your confidence and helps you prepare for unexpected situations during the presentation.

Record your presentation rehearsals to observe your body language, delivery style, and the flow of the presentation. It provides a different perspective, aiding you to identify areas that might not be apparent during the actual delivery.

To summarize, evaluating and improving your sales presentation requires an open mindset towards receiving and implementing feedback, learning continuously from successful presenters, and rigorously practicing and refining your style. It’s an ongoing process that gradually makes you a proficient presenter capable of delivering effective and successful sales presentations.

Recap of techniques for impactful communication in sales presentations

Reflecting on the insight gained throughout this article, it is evident that an impactful sales presentation relies on a range of methods and techniques. Initially, establishing clear objectives is pivotal. This provides a guiding compass for the presentation, ensuring the message is tailored and targeted. Simultaneously, understanding your audience lays the foundation for formulating a presentation that resonates with their interests, needs and knowledge level.

A product/service research deep dive not only equips you with needed knowledge to hold an informative presentation but also establishes a level of credibility with your audience. Going forward, the structure of the presentation must be carefully composed, maintaining a compelling narrative throughout. Introducing effectively, building an engaging body of content and leaving a lasting impression with a dynamic conclusion all form part of this process.

Visual aids serve to augment the presentation, enhancing the message through engaging and illustrative content. Used appropriately, these graphics can enhance understanding and retention of information. Meanwhile, crafting a compelling story makes your presentation memorable whilst stimulating an emotional connection with the audience.

During the delivery of the presentation, fostering rapport with your audience can be highly beneficial. Communicating effectively, both verbally and non-verbally, enhances the message delivery, ensuring your audience is fully engaged. Overcoming objections in the course of a presentation showcases a deep understanding of the product/service and instills a level of trust within the consumer.

Finally, the constant pursuit of improvement is what distinguishes a good salesperson from a great one. Seeking feedback, learning from successful presentations, and constant practice and refinement are the foundations of this pursuit.

The future of sales presentations

In an ever-evolving business landscape, sales presentations are bound to undergo transformations. Technological advancements continue to reshape how we approach and deliver presentations. Elements like virtual and augmented reality are gradually emerging as valuable tools in sales presentations. By offering more immersive and engaging presentation experiences, these technologies can help firms stand out in an increasingly crowded market.

Furthermore, the growing emphasis on data-driven decision making is likely to shape the future of sales presentations. As businesses gather more data about customers and markets, sales presentations will increasingly rely on relevant data to make more convincing arguments. This may involve presenting statistical evidence of a product’s success, its popularity among a certain demographic, or its market share in comparison to competitors.

Additionally, the need for personalization in sales will continue to intensify. In line with this, future sales presentations will likely focus more on individual consumer needs and preferences. This personalization can manifest in several ways, such as focusing on a customer’s specific pain points, tailor-making solutions, or even personalizing the manner in which the presentation is delivered.

Lastly, sustainability and social impact are becoming significant business considerations, especially among younger consumers. Sales presentations that capitalize on this trend by highlighting a company’s environmental consciousness or positive societal impact may find greater success in future landscapes.

The future of sales presentations promises exciting developments, and staying abreast of these trends will ensure you remain competitive and impactful in your delivery. Regardless of the changes to come, the basic principles of effective sales presentations, as discussed throughout this article, will remain relevant and applicable.

Effective Sales Presentation – FAQs

1. what factors should be considered in creating an effective sales presentation.

Creating an effective sales presentation requires understanding the audience, defining clear objectives, maintaining simplicity, excellent storytelling, using persuasive language, engaging visuals, and incorporating proof points or case studies for credibility.

2. How crucial is storytelling in sales presentations?

Storytelling in sales presentations is vitally important. Stories capture attention, appeal to emotions, make complex information simpler, and inspire action, therefore, making the sales presentation effective and memorable.

3. Why is understanding the audience essential in sales presentations?

Understanding the audience allows customization of the presentation to their needs, expectations, and preferences. This can foster connection and engagement hence, greatly increasing the likelihood of a successful sales presentation.

4. Can the use of visuals enhance the effectiveness of sales presentations?

Absolutely! Incorporating relevant and engaging visuals can simplify complex information, increase retention of the material presented, and make the presentation more engaging and memorable, enhancing effectiveness significantly.

5. How can a presenter demonstrate credibility during a sales presentation?

Presenters can demonstrate credibility by: incorporating testimonials, case studies, or reviews; demonstrating in-depth knowledge of the product/service; showing a clear understanding of the customer’s needs; and presenting a professional demeanor.

6. What role does persuasive language play in sales presentations?

Persuasive language plays a crucial role in influencing the audience’s perception and decisions. It helps in making a compelling argument for the product/service, inspiring action, and, ultimately, achieving the sales objectives.

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7 Sales Presentation Methods You Should Try

The sales pitch, or presentation, can make or break a sale. Try these effective sales presentation methods to boost your chances of closing the deal.

Sales people put a lot of work into getting that all-important sales call with a buyer. Once a prospective client has agreed to meet, then it’s time to start creating the sales presentation that will convince him to buy. The presentation is the one opportunity that the sales person will have to shine in front of his audience, so it better be good. Sales mistakes must be avoided.

If you want to win more business, then consider using these effective sales presentation methods.

1. Research, Research, Research

To effectively meet your prospects’ needs, you need to know more about them. Getting as much information as you can before the sales call is one of those tried-and-true sales presentation methods that will never become outdated.

Research the client, the company, and anything relevant that you can find online. Don’t be afraid to ask a lot of questions, too, such as what their current challenges are, why the previous provider couldn’t meet their needs, what their expectations are, what their budget is, and who the main decision makers are. With information in your arsenal, you’ll be well equipped once the time for the sales presentation comes. Being unprepared will only lead to failure.

2. Speak to the Buyer’s Challenges and Opportunities

As a sales person, you need to solve a problem or challenge that a buyer is having. Large or small, this challenge should be the core of your presentation. If you lose sight of this, start to speak about your own awards and accolades, the company’s history, or anything else, you might very well lose the sale.

Put the buyer’s problem at the forefront of your sales presentation and outline exactly how your product or service can solve the challenge he’s facing. Show them the light at the end of the tunnel—the opportunities they could gain from closing the deal with you.

3. Leverage Personal Stories and Case Studies

Your prospective clients will be hesitant to buy because they fear regretting the purchase. Show them, with proof, that it’ll be a great business decision to sign on that dotted line and work with you.

Personal stories and case studies can help you sell more —they’re sales presentation methods that will allow you to build trust, showcase your ability to deliver value because you’ve done so in the past, and put their fears at ease, breaking down the barriers to the sale.

4. Showcase Your Knowledge

Though you should only be speaking about yourself approximately 10% of the time, use those moments to showcase your knowledge. Buyers these days want information, advice, and guidance from trusted sources. Establishing yourself as a subject-matter expert or thought leader can build much-needed credibility and trust.

5. Be Prepared for Rebuttals

No matter what sales presentation methods you use, there will always be some objection that you’re going to need to overcome. Be prepared for any rebuttals that the prospects might have. Make a list in advance and get your answers ready so you don’t end up being a deer in the headlights.

6. Use a Call to Action

Every sales presentation should end with a call to action—ask the prospect for something, whether it’s scheduling another meeting with higher-ups or straight-up asking for the sale. For some reason, sales people are often too scared to ask for the sale, but sometimes, it’s all you need to do to get the party moving. Build up your confidence, rehearse so it’s delivered smoothly, and go ahead and just ask for the close as the next logical step.

7. Don’t Pitch

The most important of the sales presentation methods for you to try is to ditch the pitch. Effective sales presentations aren’t pitches per say, they aren’t focused on selling —rather, they’re conversations. By definition, the sales pitch is a one-way conversation. And that’s not what you want. You want a two-way discussion with the buyer. Be conversational and friendly and allow room for questions—both for you to ask and for the buyer to ask.

Rhys Metler

Rhys is a tenacious, top performing Senior Sales Recruiter with 15+ years of focused experience in the Digital Media, Mobile, Software, Technology and B2B verticals. He has a successful track record of headhunting top performing sales candidates for some of the most exciting brands in North America. He is a Certified Recruitment Specialist (CRS) and has expert experience in prospecting new business, client retention/renewals and managing top performing sales and recruitment teams. Rhys enjoys spending quality time with his wife, son, and daughters, BBQing on a hot summer day and tropical vacations.

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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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Home Blog Business Crafting an Effective Sales Presentation: Strategies for B2B Sales Teams

Crafting an Effective Sales Presentation: Strategies for B2B Sales Teams

In business, sales keep the lights on, the paychecks paid, and the stakeholders happy. But if your sales presentations—and you, the sale professional behind them—aren’t stepping up to the plate, your competitors are making the sales that you’re not.

In sales processes, sales presentations are unavoidable. You can turn the unavoidable into uplifting discussions that improve your buyer’s work life. Switch your boring, repetitive slides with personalized solution-driven conversation starters. Add value to how you sell, and supercharge your presentations.

This guide is for sales professionals who want to improve their sales presentations. We cover what goes on your slides plus what’s behind the scenes, you! 

Let’s get started.

Table of Contents

Why are Sales Presentations important?

B2b sales presentation vs. sales pitch / pitch deck, types of sales presentations.

• How to Prepare a Sales Presentation

How to Develop a Visual Sales Presentation

How to deliver a sales presentation, follow up after a sales presentation.

• 6 Tips to Supercharge Your Sales Presentations

Closing Thoughts

What is a sales presentation.

There is a common mixup in terms of defining a sales presentation, as people instantly associate the event with the tool used to deliver the presentation.

In practical terms, a sales presentation is a short meeting where a sales-intended slide deck is designed to sell a product or service. More holistically, a sales presentation is a transference of feeling between a sales professional and a prospect. 

A sales presentation is an essential part of the typical sales process . At different touchpoints with the buyer, sales professionals use tried-and-tested techniques in their sales presentations to persuade and convince a prospect to close the deal. 

Without sales, there is no business. Sales bring in revenue and profit for your company, helping it grow and positively impacting more people. And what’s behind the sales? Sales presentations and the sales professionals that spearhead them.

In B2B, sales presentations are the conduit to successful business communication. Your company sells what another company needs. The salesperson and the decision maker communicate, and if it all works out, there’s a sale that’ll hopefully benefit everyone. 

A sales presentation and pitch aren’t the same, although closely related. A sales pitch is a type of sales presentation. Pitches are generally used at the top of the funnel in the sales process; they bring people in.

A sales presentation can be used at any touchpoint with the buyer; their progression through your funnel and process will mandate what type of sales presentation you need.

This guide covers sales presentations as a category; if you’re looking for pitch decks , here are our favorites.

As a sales professional, you create all styles of sales presentations. Your choice depends on what level of the sales process you’re on, what you’re selling, your prospects’ needs, and the company’s selling framework. 

These are some of the most common sales presentation types concerning what’s being sold:

• Product: A product sales presentation showcases a singular product (physical or digital) to solve a specific problem. You are paid to provide products.
• Service: A service sales presentation shares why your prospect needs your service. You are hired (paid) to provide a service.
• Project: A project sales presentation attempts to close the deal to start a project that involves an exchange of money. You are hired (paid) to spearhead a project and finish with deliverables.

Regarding sales presentation styles and their placement in the sales process, you have three options:

• Informative: Informative sales presentations are at the top of the sales funnel or process. You share information about what you sell in a relatable language for the buyer—no call to action yet.
• Persuasive : In a persuasive sales presentation, you remind the buyer of the information and add how what you sell solves their problem. 
• Reminder : A reminder sales presentation reminds buyers of their interest and brings them back into the buying frame of mind.

How to Craft a Sales Presentation From Start to Finish

Selling guru Zig Ziglar always said that your sales presentation is an extension of you as a person. Your personality must come through positively through your slides and speech, creating a feeling of trust with the buyer. 

In this section, you’ll find the ultimate guide to crafting a sales presentation from start to finish. We’ll use a case study as a foundation for every step of the sales presentation creation process. 

The buyer is a large manufacturing factory looking to outsource services or buy a product that will help them monitor production data. Currently, they manage a complex tech stack that involves different software solutions. This system proves inefficient; it takes too long to export reports, and operators regularly have issues introducing data or troubleshooting error codes. 

They need a solution that will be efficient, save time, and avoid operator frustration. Likewise, they also need the system to be in one place, replacing all the components of their previous tech stack.

You, the sales professional, work for an AI-based SaaS that offers production and manufacturing dashboards. Everything is powered by a cloud-based application that is accessible 24/7 through PC, tablets, and smartphones. The information is fetched from the machines through sensors paired with cameras that sync the information for easy troubleshooting.

Your company has three years of experience in the market, with several customer success stories regarding energy management, increased production output, and reduced waste production—all thanks to implementing your production and manufacturing solutions. You aim to upscale the company’s operations, securing a deal with a large corporation. Hence, the sales presentation to close the deal.

To help you navigate the sales presentation journey, we’ve separated this section into four categories that lead to each other. 

• Preparation
• Development
• Continued Communication

How to Prepare a Sales Presentation 

A lot of work goes into preparing a sales presentation. You’re not just designing the slides for the deck but also preparing yourself for an impactful conversation. 

Before designing slides or writing speeches, you must strategize the sales presentation according to your client’s needs and your goals as a sales professional. Think of their needs and address them clearly.

Here are some questions to answer:

• How can you best communicate a solution for their needs while building trust?
• Where in the sales process are you with this client? Is the purpose of this presentation to inform, persuade or remind?
• Is there a sales playbook or guideline available to help you stay within company selling procedures?
• How can you get to know the prospect better before presenting?

Planning 

Always think of both the slides and the speech as an inseparable pair. If you can’t visit the prospect in person, prepare for a virtual call. 

Here are some planning stage actions.

• Meet with the buyer to have a conversation about their issues. Book a call with them to deliver your presentation.
• Use a Gantt Chart template to organize your timing for preparation and development.
• Visualize a roadmap of the ideal sales process with your prospect and aim to achieve it.
• Schedule time in your calendar to practice your speech.
• Research the buyer’s particular pain points. Did any of your existing clients have the same paint points? How did your service solve them? Have case studies on hand to share with the prospect.

Connecting 

A large part of a successful sales presentation is the human connection you create with the prospect or buyer. As you communicate with the potential buyer, build a relationship. You want this buyer to buy and become a loyal customer and, eventually, a natural promoter.

The manufacturing company that needs your dashboard solution has specific pain points, which they shared during the initial call. Use them as conversation points to connect on a deeper level. Depending on your personality, you can use humor, empathy, or other psychological tactics to connect meaningfully and honestly.

Developing a sales presentation involves putting the content together for the slides and speech. Presentation slides aren’t your speech in written form; they’re supporting material. Ideally, share the visual presentation before and after you talk with them; this helps reinforce the message by imprinting the conversation in their minds.

Write the Content

Your monitoring dashboard company has the solution the manufacturing factory needs. You know this, but they aren’t quite sure yet. They need to buy from someone, and it could be anyone. Use the power of communication to be the one they buy from. 

Here are some tips for writing and developing the content for your presentation. 

• Create a double outline with two columns—one for the slides and one for the speech. Match the presentation slide to your speech, but don’t make them exactly the same. The slide has to support what you’re saying, not repeat it.
• Write the speech as if you were talking to the prospect. Think of questions they might ask and write down the answers.
• As you work through the writing, develop one-liners to bring the message home for the buyer. 
• Use specific examples. In this case, the manufacturing enterprise needs a custom dashboard for its production monitoring. Write down reasons why your offer solves their most significant problems and issues. Why did they start looking for a custom dashboard solution in the first place? Knowing the buyer almost intimately is essential so that your offer sells itself.

Structure the Presentation

The two most powerful parts of your presentation are the opening and the ending. Everything in the middle is a filler that the prospect might or might need to pay more attention to. 

Start with your best shot, the point you feel has the most persuasive power. Then use your second-best shot for the ending. 

Here’s a rundown of sections that’ll help move along the conversation. Each section can be one slide, or it can be a few.

Personalized cover and intro . A personalized cover on a sales presentation deck makes a positive first impression and interest for the rest of the slides. By now, you should know the company’s name, the buyer’s name, and their role in the company. Include them on the cover with a prefix like this:

• Prepared for: Name of buyer, role, company.
• Prepared by: Your name, your role, your company.

On the opening slides, reintroduce what your company offers. Only some members on the client side know the specifics involved in the deal. Present a quick reminder of what your company does. This is the perfect opportunity to share your elevator pitch, your best shot.

Problem / Solution Analysis . Be specific. You already know what they need from you, but they don’t. Sell the solution confidently by being specific about how your custom dashboard service will solve their monitoring pain points. 

Here’s how to do it: Start by presenting the problem given to you by the company. Visually display the reports you obtained from the buyer. Then, present an analysis crafted by your team. Show how specific pain points are solved by displaying real and projected data.

Share your perspective on the issue, and bring up potential trouble points the customer may still need to spot. Conclude by introducing “the solution” with accurate data and projections.

The Cost of Doing Nothing. Use data to show how your solution will not only solve their immediate problem but also in the future. Visually explain how choosing not to buy your dashboard service—doing nothing, staying the same—will cost more than you’re asking them to invest. Using clear calculations, explain how if they stay as they are, not only will they end up wasting more money than if they had bought the dashboard system, they’d be in deeper water and still without the dashboard. 

Your solution instantly solves the cost of doing nothing or staying as they are. Returning to the custom dashboard sale example, let’s say that after the estimation analysis you present, the buyer sees an increased OEE (Overall equipment effectiveness) by 30% in the upcoming four months after the production monitoring software pinpoints the bottlenecks in production. That’s enough information to make the sale!

Real Referrals

Go beyond the testimonial quote and share real referrals from clients whose pain points you solved with custom solutions. Keep a file of case studies, testimonials, and social media mentions ready to add to any presentation.

Create internal case studies if your company is relatively new and you have few referrals or testimonials. Use your product or service to solve your company’s pain points and document the process. Through quality video presentations , your company can also expose insightful information if your referrals aren’t enough, as said videos demonstrate the operational aspect of the product or service you intend to sell.

Regardless of the background, this section aims to increase credibility and authority. Use real data in clear visualizations to showcase gains like ROI and production. Ensure that what you share makes an impact. Storytelling techniques come in handy at this point.

The pricing slide is optional

The slide with pricing is optional. Generally, fixed pricing is more apt for a slide in a sales presentation template . Flexible or complex pricing needs more than a slide. 

Putting the case study as an example, the buying company has 30 product lines but wishes to conduct a trial run for the software solution you are selling them, on 5 product lines for 90 days. Based on the initial results, they will gradually upscale the service. 

In a case like this, the price negotiation is managed by both companies’ financial departments, where accurate quotations are handled. On the slide, you can link to the spreadsheet where calculations are conducted, but you can leave detailed calculations out of the conversation completely. 

Closing  

Thank everyone that attends the call or meeting. And also, include a Thank You note on the last slide. Use your second elevator pitch , the second shot, at this point. Leave the ball in the buyer’s court and make it easy for them to buy. Close the sale by agreeing for your financial team to contact theirs.

Include all forms of communication on that slide with hyperlinks to call you on the phone or get in touch via email.

Design the Slides with Visuals

Designing the slides means putting it all together into a set of slides that flow along with your speech or recorded video-over. We won’t go too deep into this point, but be sure it’s important! Here are some essential things to achieve when designing slides:

• A balanced layout on all slides.
• Harmonious transitions from slide to slide.
• Visual unity between slides.
• A unified color and font scheme.
• Licensed visuals, videos, and images.

This is what your sales presentation can look like.

Save Time With Templates

PowerPoint Templates are the ultimate timesaver for anyone creating presentations. Not only do they save time in development and production, but they also help with visual consistency and flow. Using predesigned templates where you only need to change the content and the colors is ideal for someone with minimal design skills or limited time. FYI, even designers use templates.

Presentation delivery is more important than all the other steps combined. At the point of delivery, your goal is to convince and then persuade the buyer that your solution is worth investing in. 

Practice your Speech

At this stage, top-performing sales professionals stand out from the rest. A memorized speech and perfect slides won’t make the sale; YOU will. The entire transaction depends on you and how you connect with the buyer.

Here are some tips on how to turn a speech into a conversation that will lead to a close.

• Develop and train your voice. Simply memorizing information isn’t going to make sales; you need to practice voice inflection and change of pace. Don’t discount taking speaking courses to improve your skills.
• Record yourself practicing and play it back. Take notes on what you can improve and what can be discarded. 
• Ask peers and colleagues for feedback.
• Always keep improving from every sales presentation.
• Practice for many scenarios; standing in front of a group, sitting at a table next to people, via virtual call.

Remember that all this work you’re doing is for the prospect’s benefit. Don’t talk at them; talk with them. Don’t deliver your presentation dryly or rushed; give yourself and each other time to converse.

Distributing Presentations Digitally 

You won’t always be able to visit the prospect in person. Practice delivering the sales presentation and speech on camera. On some occasions, you won’t be able to meet the prospect. In this case, create the presentation and then record yourself presenting on each slide. Use tools like Loom or Nimbus to record yourself while presenting the slides.

Body Language

It is imperative to be mindful of your body language when delivering a sales presentation, as also interpret your customer’s body language signals. In corporate environments, the interactions between buyer and seller are carefully handled in terms of speech, documents, and deals, but our bodies are able to convey our true feelings about a situation without us even realizing such a fact.

Eyes are a window to the soul, and where a spectator places their focus is usually their main point of interest. If the audience is looking at you, their interest is targeted to what you are disclosing. On the other hand, if you perceive the audience is looking at a distracting element or at no specific point, like gazing at the horizon, then you should revive the presentation with a hook or introduce a surprise element. Constant staring is considered an intimidating practice in Western cultures, so avoid being too forward when speaking to your client. A good ratio of eye contact for sales is between 55-65%.

Anxiety can manifest in multiple shapes, such as toe tapping, pursing lips, unstill hands, or continuous neck movement. Drumming fingers is a common sign of impatience as if your content isn’t relevant or boring to the audience. Playing with desk elements, doodling, or looking at the smartphone are signs of boredom and annoyance. Keep extra care if you see attendees leaning into their arms, as it is a clear sign of a desire to leave the meeting.

When delivering a sales presentation, avoid common non-verbal communication mistakes such as:

• Hands in pockets : It suggests a lack of transparency in the information disclosed.
• Arms crossed close to body : Protectiveness against the audience.
• Posture : Slouching your back is a no-no unless you have any kind of proven physical limitation. Otherwise, it transmits a lack of interest and an unprofessional look.
• Watching the clock : While it is okay to be mindful about the remaining time available in a sales presentation, watching your clock can be felt as if you want to run away from the room as quickly as possible.

The type of follow-up after a sales presentation will depend on if you closed or not. Hopefully, by this point in the relationship with your prospect, a follow-up will come naturally through a few emails or calls. Keep the conversation going and share compelling content and data to help them finalize the deal.

If you close on the sales presentation, the follow-up will be more about financial exchanges. Nevertheless, keep communicating with them and let them know you are always available to discuss whatever they need. 

6 Tips to Supercharge Your Sales Presentations

To succeed in high-profile sales, go beyond the basics to make your presentations close on business deals, increase conversion rates and build meaningful business relationships.

1. Be actionable

At every point in the sales process, ensure the prospect knows where they stand. Expose the next steps in the sales negotiation through conversations and email. Share the sales process with prospects at first contact, letting the buyer know you’re not hiding anything. 

Don’t take the negotiation like a closed deal from the start. The buyer is the one that ultimately makes the decision, but that doesn’t mean you have to put pressure on them. Instead, be actionable and help the buyer make an informed decision that will benefit their company immediately and in the future. Show them how easy it is to take action and close the sale.

2. Presenting the Cost of Not-Doing

When prospects push back, they still don’t see the full value of what you’re offering in terms of what it will cost them if they don’t close the sale. This is why including data visuals and convincing information about the Cost of Not-Doing is a critical angle for your slides.

Use storytelling with numbers and data to create a sense of urgency. Take a cue from Zig Ziglar and his view on the topic, “The fear of loss is greater than the desire for gain.” Present the cost of not-doing as a non-action, leaving everything the same. Continuing with ineffectiveness only results in loss of profit, wasted time, and disgruntled factory managers.

3. Show Empathy Over Sympathy

In sales, it’s all about the attitude you bring to the table when doing a sales presentation. Not only do you have to believe that what you sell solves problems well, but you also have to believe that what you sell is helping people by making their job easier. Therefore, you’re making their lives better. 

In the case of your software company creating a custom dashboard, the buyer’s pain points are:

• Their current tech stack is inefficient.
• Reports take too long to export.
• Troubleshooting is a mess.

Go a step further and ask the buyer what happens when the reports take too long, or the troubleshooting could be smoother. Highly likely that there’s downtime in production or reporting. And what does that lead to? Frustration. And manager frustration leads to negative attitudes toward employees, leading to complaints. 

Show the buyer how your solution doesn’t just help monitor production but also makes your managers and employees more content with work. When employee satisfaction increases, it leads to employee retention. In the opposite scenario, there are unhappy managers and higher employee turnover.

4. A Good Image Across Your Slides 

Just as your appearance influences your sales career, so do the presentation slides you prepare, develop and deliver. It starts with the visual aspect and the design of the presentation as a whole. Here are some best practices to follow so you can achieve a good, professional image all around. 

• Have an offline format for the presentation. Have it on a USB stick, not online.
• Be ready for any kind of question.
• Ensure the presentation is compatible with viewing on different formats; tablet, laptop, mobile, PC, or projector.
• Use catchy, engaging, branded visuals like infographics slides , illustrations, data visualization, video, and voiceovers .

5. Presenting ROI Projections

When deciding which data to visualize, put ROI projections at the top. Showing projections and visions of the buyer’s success increase the chances of closing the sale. This technique is the opposite of showing the cost of Not-Doing. 

With ROI projections, you put the buyer in a privileged position. You show them how much they will gain from their investment. Go further and project how long it will take to repay the investment. Hopefully, it’s not very long!

6. Be on Brand

The content and visuals on your presentation slides must reflect the company’s brand with a compelling narrative. We already mentioned the importance of believing in your product or service. Take it further and believe—and stand behind—the company brand’s values, mission, and vision. 

Aligning with the company’s values will help you see the sales process as a way to grow the brand you work for and your career as a sales professional. Craft the sales presentation with this in mind, and take your sales career to the next level with every close you make.

Your role in a sales presentation is to embody the brand, the product, or the service, as the best and only solution to the buyer’s pain points. Craft and practice your messaging to reveal how the buyer’s situation will improve once they close. 

Use SlideModel templates for full deck presentations, individual slides, and design element collections to help craft sales presentations that convert. Choose the perfect data visualizations and infographics to share the Cost of Not-Doing. SlideModel has your back.

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Design, Sales Filed under Business , Presentation Ideas

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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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Prep, Present, and Follow Through: How To Nail Your Next Sales Presentation

Audrey Harris

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When it comes to building an effective sales presentation, no one-size-fits-all sales deck exists.

Every sales presentation you deliver to a prospect should be personalized and tailored just for them. Successful selling today is about establishing yourself as a trusted advisor. Cookie-cutter messages won’t do that. So how should you get started?

High-performing sellers close more deals by focusing on their prospects, rather than their products. Follow these sales presentation tips before, during, and after your next meeting to make it more resonant (and hopefully, more lucrative). These tips work whether you’re building customer relationships remotely or in person.

Deliver polished presentations that address your prospect’s biggest pain points

Use generative AI, powered by Einstein, to help you draft an engaging, tailored talk track for your next sales presentation, perfectly aligning product value to specific prospect needs.

Step 1: Research the company and your contact

An effective sales presentation starts long before the actual presentation. The first step is to learn who your prospect is and the challenges they face; then you can use those insights to show how you can help them succeed.

In particular, you should research the company, the challenges it faces, and the contacts who will hear your presentation.

Learn more about the company’s past, present, and future

First, consult your CRM platform. Find other accounts from the prospect’s industry and see what their customer journeys looked like. Their client information and case history will help you learn what products and services they use most and how your company serves them well. The information in your CRM platform can give you insights and tips that will help you win deals like the one you’re currently working on. Take a look, too, at the sales pipeline for that particular industry. Your CRM system is a tool specifically used to help you sell successfully and should be used throughout the sales process.

Once you have that preliminary information, head to the company website and research what the prospect’s company does, how big it is, and what products or services it offers. Then, dig deeper. Make a note of their mission, values, and corporate culture. Also try to learn more about the company’s history and any news items involving the company. Look into the company’s annual report to get a good idea of where it might be headed in the future.

Your presentation should focus on using insights from your research to show a deep understanding of the company and why your product or service can help it grow.

Consider the company’s challenges

As you learn about the company, pay special attention to the challenges it faces that are relevant to your product or service offerings. Remember these issues so you can use them as conversation starters during your sales presentation. Then you can offer advice — or insights — about how they could better face those challenges.

This type of approach is called insight selling : You as a salesperson bring unique, tailored insights to a prospect to solve their problems.

For example, if you sell a marketing tool, you may notice in your research that your lead is currently using the same ads across social media, search, and display networks. Your insight might be, “I see that your company is using the same ad copy across several platforms. How have those ads been performing for you? Have you been able to reach your sales or traffic goals?” Their answer may change aspects of your sales presentation or may make it even stronger.

Learn more about your audience

When it comes to communication, knowing who will be in the room is critical. If your prospect is the Director of Production, your most effective sales presentation may focus on metrics that can determine how to improve output. If your prospect will be presenting the information to a decision maker, offer resources to help make it easier for them.

Step 2: Prepare for your sales presentation

After gathering insights about the company and your contacts, you are ready to put together your presentation. Whether you use a sales presentation template that your workplace provides or you start from scratch, use these sales presentation tips to build a more compelling pitch.

Focus on the challenges your prospects face, not just your benefits

Salespeople should present themselves as a trusted advisor, not just a company representative. Look for ways to create a dialogue with the prospect and share how you can help their company work more efficiently, provide better service, or solve the challenges holding them back.

Keep your presentation simple

Sales template decks can be useful, but they can also overwhelm prospects if they’re too long. Instead of a 50-slide canned presentation, focus on keeping the slide deck relatively simple and highlighting engaging images and key statistics. This will make it easier to use a storytelling approach, rather than just reading off a slide.

Practice your presentation

You want to prepare, but you don’t want to come across as robotic or scripted. Practice what you’ll say and how you’ll answer questions, and make sure you’ve memorized important statistics or metrics. Build time into the presentation so you can share personal anecdotes or pause for questions.

Keep your delivery style confident, but agile. You may find that one point you thought would be critical doesn’t have as much impact with your prospect as you’d hoped, but a different point unexpectedly piques their interest. Keeping your talk track fluid will make it easier to shift gears if you need to.

Step 3: Nail your sales presentation

Presentation day has arrived. You’ve done your research, nailed the perfect storytelling approach, and trimmed down your slide deck. Now is your time to shine. Here are a few sales presentation tips to help your pitch end in a sale.

End the meeting with your presentation; don’t begin with it

You’ve likely had conversations with your contact and know them well enough, but in this presentation you’ll potentially meet additional people who make decisions. Take the time to get to know each attendee.

Building a rapport with your audience before pitching is a no-brainer. But avoid too much small talk; it can come across as inauthentic or like a waste of the customer’s time. Instead, time permitting, try to use the beginning of the meeting asking questions about day-to-day operations and goals. Ask specific questions that demonstrate your knowledge of their company and industry, and use the answers to shape your narrative. Then, during your presentation, tie back to topics the prospect brought up and focus on how you, the trusted advisor, can help.

Ask questions during the presentation to encourage a dialogue

Getting feedback from your prospect during the actual presentation is the best sales presentation technique of all. This allows you to change your focus in the moment, rather than spending your presentation talking about challenges and solutions that might be unimportant to your prospect.

After you make a key point, ask your prospect a question like, “Does this make sense in your industry?” or “Can you see this applying to your company?” This prompts the prospect to either agree or start a dialogue about pain points and how your products and services can better serve them.

If they agree with you, then you know you’re on the right track and that your suggestions are up to date. On the other hand, if they have clarifications, this lets you adjust your presentation — and follow-up efforts — to better fit their position.

Include proof that shows how your products and services have helped others

Step 4: Prioritize the follow-up just as much as the presentation

The actual sales presentation is just one part of your sales process, and it doesn’t guarantee a signed contract or even further contact with you. The final piece of your sales presentation is a well-planned follow-up, and it’s just as important as the presentation itself.

The most effective follow-up format will depend on your prospect, their needs, and how they best retain information. For example, you may follow up by:

• Emailing your slide deck and asking to schedule a follow-up call. Just remember to avoid the “Just following up” email and make sure your email offers the recipient value.
• Scheduling follow-up emails to reiterate key points in your presentation. A sales automation tool automates emails to share product information and set reminders for you to connect. It helps make sure no prospects fall through the cracks.
• Preparing personalized content that highlights the main points from your sales presentation and includes videos of products in action, testimonials, or other helpful collateral.
• Sending an additional resource about a topic they mentioned during your meeting, whether it pertained to your presentation or not.

Your sales presentation doesn’t end when you walk out the door or end the meeting. As you research and present your pitch, consider what the best follow-up approach will be. Then, take the time to create a well-considered follow-up strategy.

You can make your next sales presentation your best

Preparation and practice are key to successful sales presentations. But there’s so much more to a great presentation than well-designed slides or new research. The heart of a great sales presentation is the relationship between you and your customer, and that’s built on unique insights focused on your potential customer’s challenges and needs.

When you focus on helping, rather than pitching, your sales presentation is more likely to be a hit. That’s a win-win for you and your customer.

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Audrey is a senior product marketer for Core Sales Cloud (Salesforce Automation), and a customer advocate who has spent her career delivering B2B technology. An engineer turned marketer, she is passionate about business efficiency, philanthropy, and mentorship.

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Which Sales Presentation Method Generally Has the Highest Paid Salespeople

Question 110

Which sales presentation method generally has the highest paid salespeople?

A) Problem-solution B) Transactional selling C) Formula sales approach D) Canned sales approach E) Need satisfaction

Correct Answer:

Q105: ________ presentation method is best suited for

Q106: "The Armour Brand protective coating is very

Q107: Robert, a sales representative for JBR International,

Q108: "Mrs. Baird's Bread is made with love.

Q109: Which of the following refers to a

Q111: Identify the most appropriate sales presentation method

Q112: Why is it most important for a

Q113: The typical last step of the problem-solution

Q114: The ________ sales presentation method is most

Q115: Which sales presentation method is best for

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The Most Persuasive Sales Presentation Structure of All

Updated: January 28, 2020

Published: April 13, 2017

If you’ve ever sat through a presentation that went around the block a few times before finally arriving at its destination, you understand the need for a clear, comprehensible structure for your message.

Structure isn’t just for keeping you, the presenter, from getting lost in the weeds. As a salesperson, you need to organize your message in a way that has the greatest impact on your audience and ultimately encourages them to take action.

Almost any structure will help you get your arms around information, prioritize, and organize it. However, the right structure can set you up for success and increase your odds of winning the business.

The Basic Three-Act Presentation Structure

Breaking content into an opening , a body , and a conclusion is the basis of most presentations, movies, TV shows, and speeches. This basic three-act structure was invented by Aristotle and has stood the test of time. It’s familiar to audiences, digestible, and easy to follow. In fact, if you’ve ever felt uncomfortable or confused watching a movie, it’s often because the writer has broken the three-act structure ( Memento and Inception are two examples).

A three-act structure is a great place to start for just about any presentation. But within this framework there are several variations. For instance, you could sort information chronologically, by process, or priority, and so on.

If your goal is to educate or inform, these variations are fine -- but they're not optimal for persuasion. To do use, that the  Situation , Complication , Resolution  framework.

SCR: The Best Sales Presentation Structure of All

Situation, Complication, Resolution is really just a way of identifying:

• Our present state
• The problem
• What should we do about it

First identified in Barbara Minto’s book The Pyramid Principle , the SCR structure is an effective way of establishing a persuasive case and will be familiar to anyone who consumes movies, TV, or books.

Here’s an example of the SCR structure in a story:

Situation : A girl is kidnapped. If a steep ransom is not paid by midnight, a bomb will explode.

Complication : The girl's family can’t get the money together. No one knows where the bomb is except the hero. The hero is stuck on a remote island.

Resolution : The hero jumps on a plane, finds the girl, detonates the bomb, and saves the world.

If that sounds like the framework of most movies you’ve seen, there’s a good reason. The SCR structure organizes content in a way that takes people on a journey that leads to a natural conclusion. It builds up tension in the audience which increases their attention and their desire for a resolution.

By following this proven structure in sales, you can produce the same effect on your business audience. Let’s look at how you can leverage each act in your sales presentation.

To take someone on a journey, you must first know where that journey begins. In this first act, define the status quo. What is the critical business issue or challenge your prospect is experiencing, how is he addressing it, and what is the impact?

This act lays the groundwork for why your prospect needs to change and assures him you have a clear understanding of his situation. Ending this first act by painting a brief picture of where this journey can lead (i.e., current state versus potential future state) creates an uncomfortable but necessary disparity between where your prospect is and where he wants to be.

Complication

In this act, introduce complications or consequences that are likely to arise as a result of your prospect not taking action, or choosing an inadequate solution to his problem. Create tension which will make sticking with the status quo or putting off a decision less desirable.

Because most people are uncomfortable with indecision, tension taps into our innate human desire to solve the problem. Widening the gap between pain and relief increases your prospect’s urgency to take action.

Finally, when tension is at its peak, relieve that tension by providing a clear solution to the problem and making it easy for your prospect to act upon. While many structures require the presenter to deliver a heavy handed close at this point, in the SCR structure, the resolution comes as a natural conclusion to the journey.

The SCR Presentation in Action

Let’s look at how you might use the three-act SCR structure in a business example.

Situation : An HR department is doing most of their reports manually. This currently takes 1.5 days per week of each HR person’s time.

Complication : The company is growing at a rate of 20% per year. Projected HR workload will escalate to two days per week if nothing changes and the chances for errors will increase. Employee satisfaction will decline and turnover rates will go up.

Resolution : Deploy an HR workforce application that will reduce time spent on current processes from 1.5 days per week to .25 days per week, resulting in greater efficiency, fewer errors, increased satisfaction, and a lower turnover rate.

In sales, you need every advantage you can get. Following the Situation, Complication, Resolution structure gives you a jumpstart on presenting a persuasive case for why your prospect should choose your solution and make the desired change.

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The 5 Things All Great Salespeople Do

• Joseph Curtis

What sets them apart is attitude and a sense of urgency.

It’s not a coincidence that the top salespeople in your company are probably at the top of the leaderboard year in and year out. Some may think it’s because certain people have it easier, or are given this, or fall into that. But the most significant difference between perennial top performers and everyone else is usually attitude. Elite salespeople approach their goals with a total ownership mindset. Anything that happens to them, whether or not it was their doing, is controlled by them. It may not be their fault, but it is their responsibility. Elite salespeople almost always figure it out. They’re resourceful. They don’t move recklessly, but they do have a sense of urgency. Any aspiring salesperson should make it a top priority to gain industry knowledge and a strong point of view about the products they’re selling. Study. Learn. Form an opinion. Expertise leads to confidence, which leads to trust, which leads to sales.

The best salespeople know they’re the best. They take pride in their art form. They separate themselves from the rest of the pack regardless of circumstance. So how do they do it? What’s their secret? Are you one of them?

• JC Joseph Curtis is a VP of enterprise sales at Salesforce and former EVP of sales and marketing at Next College Student Athlete.

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Module 13: Promotion: Integrated Marketing Communication (IMC)

Personal selling.

Learning Objectives

• Explain personal selling

Personal Selling: People Power

Personal selling uses in-person interaction to sell products and services. This type of communication is carried out by sales representatives, who are the personal connection between a buyer and a company or a company’s products or services. Salespeople not only inform potential customers about a company’s product or services, they also use their power of persuasion and remind customers of product characteristics, service agreements, prices, deals, and much more. In addition to enhancing customer relationships, this type of marketing communications tool can be a powerful source of customer feedback, as well. Later we’ll cover marketing alignment with the sales process in greater detail. This section focuses on personal selling as one possible tool in the promotional mix.

Effective personal selling addresses the buyer’s needs and preferences without making him or her feel pressured. Good salespeople offer advice, information, and recommendations, and they can help buyers save money and time during the decision process. The seller should give honest responses to any questions or objections the buyer has and show that he cares more about meeting the buyer’s needs than making the sale. Attending to these aspects of personal selling contributes to a strong, trusting relationship between buyer and seller. [1]

Common Personal Selling Techniques

Common personal selling tools and techniques include the following:

• Sales presentations : in-person or virtual presentations to inform prospective customers about a product, service, or organization
• Conversations : relationship-building dialogue with prospective buyers for the purposes of influencing or making sales
• Demonstrations : demonstrating how a product or service works and the benefits it offers, highlighting advantageous features and how the offering solves problems the customer encounters
• Addressing objections : identifying and addressing the concerns of prospective customers, to remove any perceived obstacles to making a purchase
• Field selling : sales calls by a sales representative to connect with target customers in person or via phone
• Retail selling : in-store assistance from a sales clerk to help customers find, select, and purchase products that meet their needs
• Door-to-door selling : offering products for sale by going door-to-door in a neighborhood
• Consultative selling : consultation with a prospective customer, where a sales representative (or consultant) learns about the problems the customer wants to solve and recommends solutions to the customer’s particular problem
• Reference selling : using satisfied customers and their positive experiences to convince target customers to purchase a product or service

Personal selling minimizes wasted effort, promotes sales, and boosts word-of-mouth marketing. Also, personal selling measures marketing return on investment (ROI) better than most tools, and it can give insight into customers’ habits and their responses to a particular marketing campaign or product offer.

When to Use Personal Selling

Not every product or service is a good fit for personal selling. It’s an expensive technique because the proceeds of the person-to-person sales must cover the salary of the sales representative—on top of all the other costs of doing business. Whether or not a company uses personal selling as part of its marketing mix depends on its business model. Most often companies use personal selling when their products or services are highly technical, specialized, or costly—such as complex software systems, business consulting services, homes, and automobiles.

In addition, there are certain conditions that favor personal selling: [2]

• Product situation : Personal selling is relatively more effective and economical when a product is of a high unit value, when it is in the introductory stage of its life cycle, when it requires personal attention to match consumer needs, or when it requires product demonstration or after-sales services.
• Market situation : Personal selling is effective when a firm serves a small number of large-size buyers or a small/local market. Also, it can be used effectively when an indirect channel of distribution is used for selling to agents or middlemen.
• Company situation : Personal selling is best utilized when a firm is not in a good position to use impersonal communication media, or it cannot afford to have a large and regular advertising outlay.
• Consumer behavior situation : Personal selling should be adopted by a company when purchases are valuable but infrequent, or when competition is at such a level that consumers require persuasion and follow-up.

It’s important to keep in mind that personal selling is most effective when a company has established an effective sales-force management system together with a sales force of the right design, size, and structure. Recruitment, selection, training, supervision, and evaluation of the sales force also obviously play an important role in the effectiveness of this marketing communication method. [3]

Advantages and Disadvantages of Personal Selling

The most significant strength of personal selling is its flexibility. Salespeople can tailor their presentations to fit the needs, motives, and behavior of individual customers. A salesperson can gauge the customer’s reaction to a sales approach and immediately adjust the message to facilitate better understanding.

Personal selling also minimizes wasted effort. Advertisers can spend a lot of time and money on a mass-marketing message that reaches many people outside the target market (but doesn’t result in additional sales). In personal selling, the sales force pinpoints the target market, makes a contact, and focuses effort that has a strong probability of leading to a sale.

As mentioned above, an additional strength of personal selling is that measuring marketing effectiveness and determining ROI are far more straightforward for personal selling than for other marketing communication tools—where recall or attitude change is often the only measurable effect.

Another advantage of personal selling is that a salesperson is in an excellent position to encourage the customer to act. The one-on-one interaction of personal selling means that a salesperson can effectively respond to and overcome objections—e.g., concerns or reservations about the product—so that the customer is more likely to buy. Salespeople can also offer many customized reasons that might spur a customer to buy, whereas an advertisement offers a limited set of reasons that may not persuade everyone in the target audience.

A final strength of personal selling is the multiple tasks that the sales force can perform. For example, in addition to selling, a salesperson can collect payments, service or repair products, return products, and collect product and marketing information. In fact, salespeople are often the best resources when it comes to disseminating positive word-of-mouth product information.

High cost is the primary disadvantage of personal selling. With increased competition, higher travel and lodging costs, and higher salaries, the cost per sales contract continues to rise. Many companies try to control sales costs by compensating sales representatives through commissions alone, thereby guaranteeing that salespeople are paid only if they generate sales. However, commission-only salespeople may become risk averse and only call on clients who have the highest potential return. These salespeople, then, may miss opportunities to develop a broad base of potential customers that could generate higher sales revenues in the long run.

Companies can also reduce sales costs by using complementary techniques, such as telemarketing, direct mail, toll-free numbers for interested customers, and online communication with qualified prospects. Telemarketing and online communication can further reduce costs by serving as an actual selling vehicle. Both technologies can deliver sales messages, respond to questions, take payment, and follow up.

A second disadvantage of personal selling is the problem of finding and retaining high-quality people. Experienced salespeople sometimes realize that the only way their income can outpace their cost-of-living increase is to change jobs. Also, because of the push for profitability, businesses try to hire experienced salespeople away from competitors rather than hiring college graduates, who take three to five years to reach the level of productivity of more experienced salespeople. These two staffing issues have caused high turnover in many sales forces.

Another weakness of personal selling is message inconsistency. Many salespeople view themselves as independent from the organization, so they design their own sales techniques, use their own message strategies, and engage in questionable ploys to generate sales. (You’ll recall our discussion in the ethics module about the unique challenges that B2B salespeople face.) As a result, it can be difficult to find a unified company or product message within a sales force or between the sales force and the rest of the marketing mix.

A final disadvantage of personal selling is that sales-force members have different levels of motivation. Salespeople may vary in their willingness to make the desired number of sales calls each day; to make service calls that do not lead directly to sales; or to take full advantage of the technologies available to them.

How IMC Supports Personal Selling [4]

As with any other marketing communication method, personal selling must be evaluated on the basis of its contribution to the overall marketing mix. The costs of personal selling can be high and carry risks, but the returns may be just as high. In addition, when personal selling is supported by other elements of a well-conceived IMC strategy, it can be very effective indeed.

Consider the following example of Audi, which set out to build a customer-relationship program:

Audi’s goal was to not have the relationship with the customer end after the sale was made. Operating on the assumption that the company’s best potential customers were also its existing customers, the company initiated an online program to maintain contact, while allowing its sales force to concentrate on selling. Based on its television campaign for the new A4 model, Audi offered a downloadable screensaver that frequently broadcasted updated news and information automatically to the consumers’ computers. After displaying the screensaver option on its Web site, Audi sent an email to owners and prospects offering them the opportunity to download it. More than 10,000 people took advantage of the offer. Audi then began to maintain a continuous dialog with the adopters by sending them newsletters and updates. Click-through rates ranged from 25 to 35 percent on various parts of the site—well exceeding the standard rates—and car sales were 25 percent higher than they were the previous year, even in a down economy. [5]

As a result of several coordinated communication methods (TV advertising, email, downloadable screensaver, newsletters, and product information) and presumably a well-designed customer relationship management (CRM) system, Audi helped its sales force be more effective (by freeing it up to focus on sales and by connecting it with more prospective customers), which, turn, meant higher profits.

• http://smallbusiness.chron.com/strategic-selling-techniques-15747.html  ↵
• http://www.smetimes.in/smetimes/in-depth/2010/Sep/02/personal-selling-when-and-how500001.html ↵
• http://www.zabanga.us/marketing-communications/how-companies-integrate-personal-selling-into-the-imc-program.html ↵
• Revision and adaptation. Provided by : Lumen Learning. License : CC BY-SA: Attribution-ShareAlike
• Personal Selling, From Boundless Marketing. Provided by : Boundless. Located at : https://www.boundless.com/marketing/textbooks/boundless-marketing-textbook/personal-selling-and-sales-promotion-14/personal-selling-90/value-of-personal-selling-449-4027/ . License : CC BY-SA: Attribution-ShareAlike
• Phone call. Provided by : CWCS Managed Hosting. Located at : https://www.flickr.com/photos/122969584@N07/13780153345/ . License : CC BY: Attribution
• Communicating to Mass Markets, from Introducing Marketing. Authored by : John Burnett. Project : Global Text. License : CC BY: Attribution