marketing definition sales presentation

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

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

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

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

Key Takeaways

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

What Does a Sales Presentation Mean?

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

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

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

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

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

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

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

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

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

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

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

How to Create an Effective Sales Presentation

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

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

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

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

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

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

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

Remember the Power of Storytelling

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

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

Focus Your Presentation on the Customer’s Problem

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

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

Ways to Improve Your Sales Presentations

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

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

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

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

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

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

Assess Your Body Language

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

Ask for Input

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

Highlight Value Before Going Into Pricing

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

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

Outline Next Steps

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

Increase Audience Engagement

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

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

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

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

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

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

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

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

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Sales Presentation

This article covers meaning, importance & steps of Sales Presentation from marketing perspective.

What is Sales Presentation?

Sales presentation is the concerned talk which attempts to persuade a stakeholder or a customer to initiate and close a sale of the service or product through a showcase of capabilities, features, price etc. Sales presentation is usually designed to be either an introduction of a service or product to some particular audience who generally knows nothing about it, or a descriptive expansion of a service or product which that particular audience has expressed interest in it, already.

Advance planning can make all the difference for a sales presentation. The sales presentation should be in line with the needs of the clients and for that, it is very important to know who the audience is before making the sales presentation.

Importance of Sales Presentation

Sales presentations are mostly the first step in the selling process or the sales cycle, hence become extremely important. A successful sales presentation is followed by a proposal, quote or an order stage which leads to revenue and profit for a business.

Not all sales presentations are meant to make an immediate sale. The objective might be to create interest in the involved parties. Establishing the overall message that one wants the presentation to get across is very crucial. The structure and time consumed for presentation is also very important.

It is always advisable to make the sales presentation flexible in case a particular point doesn’t work out or one runs out of time. The sales presentations are meant to be interactive and not one way delivery. For people with lower attention span, it is important for the sales presentation to be effective to grab and retain their interest. For that, the sales presentation need to be catchy in the beginning only.

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10 Steps to make a good Sales Presentation

1. Keep the sales presentation to the point.

2. Start well with the agenda

3. Good Sales Presentation clearly defines the problem statement or the customer's ask

4. Give the solution and recommendations after defining the problem statement

5. A well made sales presentation is not open ended but talks about the plan with timelines and value

6. Provide key contacts for future

7. Make sure that business, technology and management teams in your target audience understand the offering

8. Provide past references and similar work which was done in form of case studies

9. Showcase your capabilities in the sales presentation

10. Make sure you have understood the storyline well and practice well before the presentation

Hence, this concludes the definition of Sales Presentation along with its overview.

This article has been researched & authored by the Business Concepts Team which comprises of MBA students, management professionals, and industry experts. It has been reviewed & published by the MBA Skool Team . The content on MBA Skool has been created for educational & academic purpose only.

Browse the definition and meaning of more similar terms. The Management Dictionary covers over 1800 business concepts from 5 categories.

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Sales presentation

Last updated: 11 November, 2023

What is a sales presentation?

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

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

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

In particular — by creating effective sales presentations .

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

The answer is simple. A winning sales presentation:

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

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

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

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

1. It’s all about the balanced layout

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

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

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

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

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

2. Make it short and sweet

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

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

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

3. Work on the slide deck

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

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

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

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

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

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

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

Define the purpose

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

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

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

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

Adjust your sales presentation based on the audience

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

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

Consider means available

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

Prepare key points & season them with data

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

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

Design the sales presentation structure

Use a “10-20-30” formula: 

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

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

• Freecreatives

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

Wrapping up

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

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

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

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

What is a sales presentation?

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

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

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

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

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

Key takeaways from this sales presentations article

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

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

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

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

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

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

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

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

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

Thomas Dredge Sales Manager, Particular Audience

Start with a problem (and a deadline)

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

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

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

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

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

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

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

Recommended reading

Digging deep to determine customer pain points and make the sale

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

Focus on outcomes

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

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

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

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

Position your features against the old way of doing things

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

Compare those features to competitors’ features

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

Use a combination of some or all of the above

Creating a winning sales presentation slide deck

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

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

The best sales decks have a few key elements:

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

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

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

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

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

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

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

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

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What else to bring to your sales presentation

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

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

13 examples of sales collateral you need to drive revenue

The product.

Nothing sells a product like seeing it in action.

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

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

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

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

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

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

7 steps to putting together a brilliant sales demo

Leave behinds.

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

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

Tailoring your sales presentation to speak to your audience

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

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

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

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

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

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

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

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

Learn your product inside and out

Rehearse, rehearse and rehearse again

Danny Hayward Sales Manager, Unruly

How to nail your sales presentation delivery

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

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

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

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

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

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

Practice confident body language

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

Here are some ways you can improve your body language:

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

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

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

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

Engage your audience

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

1. Understand your audience’s attention span

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

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

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

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

2. Be funny

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

3. Use a little showmanship

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

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

Sophie Cameron Business Development Representative, CAKE

What to do after the sales presentation to close the deal

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

Take questions

Encourage questions to show prospects you care about their experience.

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

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

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

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

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

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

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

Great sales presentation examples (and why they worked)

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

The successful demo

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

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

The data-driven presentation

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

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

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

The presenters with overwhelming confidence

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

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

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

Greet and introduce yourself

Establish rapport

State the purpose and agenda

Address the pain points

Present a compelling hook

Outline the benefits

Establish credibility

Set expectations

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

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

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

Include a call to action

Summarize key points

Showcase success stories

Open the floor to questions

Offer additional resources

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

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

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

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

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

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

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

Final thoughts

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

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

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

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

Updated: January 28, 2020

Published: April 09, 2019

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

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

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

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

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

What is a sales pitch?

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

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

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

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

Structure of a Sales Pitch

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

1. A Stellar Cover Slide

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

2. A Value Proposition

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

[Company name]

helps [target audience]

with [services]

so you can [benefits].

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

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

3. A Powerful Story

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

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

4. Enticing Solutions

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

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

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

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

How to list your solutions:

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

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

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

6. A Clear Call-to-Action

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

Creating a Sales Presentation

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

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

1. Build rapport with your audience.

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

2. Lead with solutions.

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

3. Include case studies.

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

4. Ask for feedback.

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

5. Be open to questions.

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

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

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

Don't forget to share this post!

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Effective Sales Presentations: 11 Tips to Win Deals + Templates

What makes a sales presentation truly effective?

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

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

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

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

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

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

Put simply, most salespeople go into meetings:

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

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

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

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

How to Prepare the Perfect Sales Pitch Presentation

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

Preparation is a key aspect of every effective sales presentation.

Here are five ways you can prepare for success:

1. Set a Clear Agenda

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

Does this situation sound familiar?

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

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

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

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

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

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

2. Adapt Your Script and Presentation

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

There are two clear ways to fix this problem:

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

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

3. Pick Three Main Points for Each Prospect

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

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

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

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

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

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

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

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

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

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

4. Use Visuals to Show, Not Tell

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

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

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

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

These visuals can help to:

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

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

5. Show Them You Know Their Pain

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

So, what’s the narrative for your product?

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

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

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

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

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

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

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

Or are you?

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

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

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

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

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

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

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

7. Ask Open-Ended Questions

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

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

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

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

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

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

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

8. Build Context Around Your Biggest Value Points and Differentiators

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

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

Add meaning to that value point by asking questions:

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

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

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

The same method works for highlighting your key differentiators.

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

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

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

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

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

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

Otherwise, you could actually hurt your chances of closing.

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

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

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

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

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

10. Never Talk Price Before Value

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

But don’t open the conversation like this.

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

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

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

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

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

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

11. Keep It Less Than 10 Minutes

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

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

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

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

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

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

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

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

Ready to Give the Best Sales Presentation Ever?

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

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

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

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

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

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Mastering Sales Presentations: Definition, Tips & Examples

Craft a compelling sales presentation by defining the problem and solution.

By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks .

If you're in sales, you might love Bardeen's Agent for sales . It helps automate prospecting, lead generation, and email outreach, saving you time to focus on closing deals.

Did you know that 74% of sales meetings are not compelling enough to make a purchase? A well-crafted sales presentation can be the difference between closing a deal and losing a potential customer. In this comprehensive guide, we'll break down the key elements of a successful sales presentation and share tips for crafting a compelling pitch that resonates with your audience. Plus, discover how AI-powered tools like Bardeen can help you automate repetitive tasks and save time. Ready to take your sales game to the next level?

Elements of a Compelling Sales Presentation

A sales presentation that captures attention and drives results includes several key components:

1. Clearly Define the Problem and Solution

Begin by clearly articulating the customer's pain points and challenges. Paint a vivid picture of how your product or service uniquely solves those problems. Focus on the benefits and value you deliver rather than just listing features. For more tips, see best practices for sales demos .

2. Tell a Story

Weave a compelling narrative throughout your presentation. Share customer success stories and case studies that illustrate how you've helped similar companies overcome obstacles and achieve their goals. Stories make your message more memorable and relatable.

3. Include Social Proof

Highlight testimonials, logos of well-known customers, and impressive stats that demonstrate your credibility and effectiveness. Social proof builds trust and shows prospects that others have succeeded with your solution. Learn more about sales intelligence to enhance your presentations.

4. Use Visuals

Incorporate images, videos, infographics, and demos to break up text and keep your audience engaged. Visuals help explain complex ideas, make data easier to grasp, and leave a lasting impression. Aim for clean, professional slide designs.

5. Have a Strong Close

End with a powerful call-to-action that clearly defines next steps. Summarize key points, reiterate the value of your solution, and create a sense of urgency. Make it easy for prospects to take the desired action, whether scheduling a demo or signing a contract.

By focusing your presentation on the customer's needs, crafting a compelling story, providing proof, using engaging visuals, and ending with a strong CTA, you'll deliver a memorable sales presentation that converts prospects into customers.

Next, we'll explore tips for delivering your presentation with confidence and handling objections to close more deals.

Tips for Crafting a Compelling Sales Presentation

To deliver a sales presentation that captures attention, builds trust, and ultimately closes deals, tailor your message to the specific audience. Use storytelling to make your pitch engaging and memorable. Incorporate visuals to illustrate key points and maintain interest. And practice your delivery to project confidence and credibility.

1. Know Your Audience

Before creating your presentation, research the prospect's company, industry, and specific pain points. Customize your message and examples to their unique situation and needs. Showing you've done your homework builds trust and rapport.

For instance, if pitching to a startup, emphasize how your solution can help them scale quickly and cost-effectively. For an enterprise client, focus on security, integration, and ROI.

Human brains are wired for stories. Weave a compelling narrative throughout your presentation, starting with the problem or opportunity your prospect faces. Describe how your product is the ideal solution, using hero stories of similar customers you've helped succeed.

Build tension and suspense, then provide relief with your product as the resolution. Close with a happy customer and a clear call to action.

3. Show, Don't Just Tell

Slides dense with text make eyes glaze over. Use images, videos, charts, and infographics to visually communicate your message. Show your product in action to make it tangible. When possible, tell stories with pictures. Customer testimonial videos or photos lend social proof. Just aim to keep visuals clean and minimal to avoid overwhelming your audience.

4. Practice Makes Perfect

Never attempt to "wing" a sales presentation, no matter how well you know your product or audience. Rehearse your delivery multiple times, ideally in front of colleagues or a mirror.

Focus on speaking clearly, projecting confidence, and keeping a good pace. Know your content inside and out so you can ad lib while still hitting key points. Consider recording yourself to evaluate and improve your performance. For more tips, check out sales discovery question examples to refine your approach further.

Save time by automating the tasks you do most. Use Bardeen to automate sales prospecting and focus on what matters.

Crafting a compelling sales presentation boils down to understanding your customer, telling a resonant story, leveraging engaging visuals, and honing your delivery skills. With these elements, you'll be well on your way to closing more deals and crushing your quota. Coming up next - steer clear of the common mistakes that send sales presentations off the rails, so you can keep prospects engaged till the end.

Common Sales Presentation Mistakes to Sidestep

A strong sales presentation can make or break a deal. To avoid losing prospects, steer clear of these common pitfalls that send meetings off the rails. Talking for too long, failing to understand the audience's needs, relying on jargon, and not having a clear call-to-action can all derail your pitch.

1. Information Overload

Cramming too many details into a short window will make your prospect's eyes glaze over. Edit your presentation down to the most essential, relevant points.

Use clear, concise language and give the audience time to absorb your message. A "less is more" approach keeps them engaged without overwhelming them.

2. Not Doing Your Homework

Generic, one-size-fits-all presentations rarely resonate. Before the meeting, research the prospect's company, industry, and specific challenges they face. You can use tools to build a prospect list efficiently.

Tailor your examples and key points to their unique situation. Showing you understand their needs builds trust and rapport from the start.

3. Speaking in Tongues

Peppering your pitch with technical terms and acronyms will leave your audience saying "huh?" rather than "wow!" Explain concepts in plain language using terms they know.

Run your presentation by someone outside your industry. If jargon trips them up, rework it using clearer phrasing.

4. Forgetting the "So What?"

Features tell, but benefits sell. Don't just list specs - spell out how your offering improves the buyer's life and business. Recognizing buying signals can help tailor your message.

Tie each capability back to a specific problem you know they struggle with. Make it crystal clear why your solution is the perfect fit.

Steer your sales presentations clear of these common blunders - information overload, lack of customization, confusing jargon, and feature-heavy pitches. Keeping your message concise, tailored, and benefit-focused will boost your odds of closing the deal.

Stay tuned for examples of masterful sales presentations to inspire your own!

Sales Presentation Examples to Inspire Your Pitch

Looking at successful sales presentations can provide valuable insights and inspiration for crafting your own compelling pitch. From engaging storytelling to showcasing key benefits, these real-world examples demonstrate the elements that make a sales presentation truly stand out.

1. Xero's Engaging Customer Story

Xero, a cloud-based accounting software company, uses a captivating customer success story in their sales presentation. By highlighting how their product solved real challenges for a small business owner, they create an emotional connection and clearly demonstrate the value of their offering. This approach helps prospects envision how Xero could similarly benefit their own business.

2. Slack's Clear Problem-Solution Narrative

Slack, a team collaboration platform, structures their sales presentation around a clear problem-solution narrative. They begin by vividly describing the communication challenges faced by many teams, such as information silos and email overload. Then, they position Slack as the solution, showcasing key features that streamline communication and boost productivity. This storytelling approach effectively communicates Slack's value proposition.

3. Prezi's Visually Engaging Presentation

Prezi, a presentation software company, naturally leverages their own platform to create visually stunning sales presentations. By using dynamic animations, interactive elements, and a non-linear structure, they keep the audience engaged and attentive. Prezi's presentations serve as a powerful example of how unique visuals and an innovative format can make a lasting impression.

4. HubSpot's Educational Content

HubSpot, a leading inbound marketing and sales platform, incorporates educational content into their sales presentations. Rather than solely focusing on product features, they provide valuable insights and strategies that help prospects improve their marketing and sales efforts. By establishing themselves as knowledgeable experts, HubSpot builds trust and positions their offering as a comprehensive solution.

Studying successful sales presentation examples reveals proven techniques for capturing attention, demonstrating value, and inspiring action. By incorporating storytelling, clear messaging, engaging visuals, and educational content, you can elevate your own sales presentations and increase your chances of closing deals. For more insights, check out these sales prospecting tools to enhance your efforts.

Use Bardeen to automate your sales prospecting process. These sales prospecting automations can help gather leads and enrich data, saving time and efforts.

Whew, you've made it this far! Give yourself a well-deserved pat on the back for your dedication to mastering the art of the sales presentation. Stay tuned for the final insights that will cement your status as a sales presentation pro!

Conclusions

Understanding the fundamentals of a sales presentation is crucial for successfully pitching products or services to potential customers.

In this guide, you discovered:

• The definition, purpose, and key elements of a sales presentation
• Tips for crafting a compelling sales presentation that resonates with your audience
• Common mistakes to avoid when delivering a sales presentation
• Real-world examples of outstanding sales presentations to inspire your own

Don't let your sales opportunities slip away - master the art of the sales presentation or risk losing deals to more polished competitors! Learn more about cold outreach and how it can enhance your sales strategy.

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Sales Presentation: Ideas, Examples and Templates to Present Like a Pro

Typically, a sales presentation is understood as a simple pitch, a demo, or a list of facts and figures. A good sales presentation is one that incorporates all of these elements while also being more than the sum of its parts.

A sales presentation is that sensitive, impactful activity that, if it is done at the right time in your sales process , it will get your sales prospect ’s attention, make them eager about your product or services, and make their buying decision in favor of you.

As a sales professional, you will find yourself presenting live in countless scenarios ranging from introducing your product or services at a trade show to upselling your product or services to a client visiting your store. This article is for all you sales professionals out there. The topics it will cover are:

What is a Sales Presentation?

Sales presentation techniques, storytelling and sales presentation, what should you bring to your sales presentation, tips for nailing your sales presentation, sales presentation examples, sales presentation template to present like a pro, how can deskera help your business with sales, key takeaways.

• Related Articles‌‌

An effective sales presentation is one that tells a compelling story, highlights your value proposition, and aligns with your audience’s needs and desires. It ends with a strong call-to-action and leads your prospects to your differentiators rather than leading with them.

A sales presentation is not always the same thing as a sales pitch. This is because while a sales pitch is what your team of sales professionals does all day long on a one-to-one basis on the phone or in person, a sales presentation, in contrast, is a more complicated sales pitch where your sales team is trying to close a more lucrative deal through meetings and demos.

Preparing your sales presentation hence requires an investment of time and effort and needs to be well planned in order to convert your leads into customers, increase sales and therefore increase revenue . Considering the responsibilities, hopes, and pressure that a sales presentation carries, even a salesperson who is great at cold calling and sales pitches can become a victim of workplace stress .

A sales presentation is an art as well as a science. It is an art because it requires you to handle each situation and client creatively- adapting to the environment and molding it so that you can achieve your goals. It is also a science because it does come with some techniques and strategies, which, when incorporated, is sure to bring you higher success rates. The various sales presentation techniques that you can use are:

• Send the Presentation Desk to Your Buyer Before Your Call

The benefit of this would be that if your prospect finds the deck compelling, then they would want to get into all the nitty-gritty details about it even after knowing its main content. This will help you in showing them how the solution you are offering is the best for their problem, the extra benefits that they will be able to get from it, and solve any queries that they might have. This will save everyone’s time, and your customer would move down the sales pipeline faster.

However, if your buyer has not gone through the deck before your call, they will just ask you to start from the beginning. Furthermore, sending the presentation deck to your buyer will show them how valued they are by your business and hence increase customer retention and customer satisfaction.

• Invoking Self-Discovery

The best way to ensure sales and, therefore, gross profits is by making your buyers realize what the problem is and what the solution for the same can be. The solution is where your products or services will come in. The best way to do so is by telling a story to your buyer in which they are the main character. The storytelling will serve all the above-mentioned purposes and also give you a buyer who has a strong sense of customer loyalty that will only get stronger when you are able to ensure their “ voice of the customer .”

• Do Not Skip to Point B. Talk About Point A.

Here, point A is the problem, whereas point B is the solution. When you directly skip to the positive outcomes of a solution, you lose out on the benefits that you would have derived by talking about point A. This is because point A is the problem that your buyer will constantly face unless they bring some change to it.

By talking about their problems repeatedly, you would be using the key sales psychology of how consumers are more likely to prefer loss aversion activities than benefiting activities. Combined with loss aversion tendency would be the sense of urgency that would further secure their purchase with you. Only after they are with you on the urgency stage, talk about the positive outcomes from the solution you are offering. Only now would your solution be truly appreciated hence bringing you your positive cash flow .

• Do Not Lead with Differentiators, Lead to Them

The key to having your buyers appreciate your differentiators-i.e. the unique features of your products or services, is by leading them to it, rather than starting your sales presentation with them. In order to do so, you will have to start by explaining to your buyers the problem that they are facing, the opportunity that they have missed, and then surrounding it with a sense of urgency.

Only when your buyer is clear along these lines should you introduce them to your differentiators. This way, your differentiator will land exactly where it is supposed to, hence taking you one step closer to completing your sales cycle successfully.

• Reveal the Outcome First

Presentations have a tendency to follow logical sequencing. While this makes sense in the academic setting, in the world of sales and customers, where your customers would definitely be busy, you will lose them midway through your sales presentation.

Therefore, start your sales presentation with the final outcome that you are expecting or predicting. The conversation will grow naturally from there. Another sales presentation tactic underlying this is that the best product demos start with the topics that your buyer has highlighted on the discovery call .

Not only should your product demo mirror all the topics highlighted by your buyer, but it should also follow the same prioritized sequence as they want. This is called solution mapping- which will up your sales presentation game by a lot.

• Having a Conversational Presentation

One of the best ways to have increasing sales and therefore increased net sales is by making sure that your sales presentation is an engaging two-way conversation between two people. A two-way dialogue will make the sales pitch more natural, with equal listening happening on both sides- yours and the buyer’s. This real and connected conversation involves the right questions with the right answers, followed by a higher probability of sales taking place.

• Following the 9-Minute Rule

To close your deals , you should follow the 9-minute rule for your sales presentation. This rule tells of how the human brain stops registering information properly from the 9th minute, hence making it important to change the channels in your buyer’s brain by either changing who is talking in the presentation, or in the video, or in the demo. This will reset the time back to zero, giving you more time to carry forward the next part of your presentation.

• Using Relevant Social Proof

When talking with your potential clients, you should know the correct timing for giving social proof. Too soon, and you will lose your client. Additionally, you should also know which social proof would be relevant to give.

For example, if your example involves big brands like Google, it will leave your potential clients impressed but also make them feel that your product or services are not the right fit for them. To prevent this, your social proof should be from the buyer’s tribe. A buyer’s tribe is one with which they share pain points, challenges, and needs.

Even if you tell a different tribe’s story, the pain point should match with your prospect. By sharing these stories, you are making your prospects imagine themselves in the customer’s story and see a solution or a benefit for themselves.

One of the other ways you can give social proof is through social selling on your social media- helping to build a bridge between your company and its leads. After efficient lead management , these would become potential clients who need a sales presentation.

• Use Customer Stories, Not ROI Calculators

As a customer, one processes information in 2 ways- logically and emotionally. If, while doing your sales presentation, you introduce ROI , then you are awakening the logical, analytical brain of your customer. This will make them more likely to argue with your assumptions.

However, if you resort to telling a story in which the customers are able to imagine themselves (hence leading to self-discovery) and have a before and after scenario for the product or service used to make them realize the value offered by your product or service, then this emotional connection is more likely to get them to make a buying decision in your favor.

• Talking About Price After Establishing Value

It is crucial that as a salesperson, you know when to talk about pricing in your sales presentation. When setting the agenda for the call with your prospect, make sure you tell them when to expect a discussion on pricing. This discussion should be scheduled by you after you have shown them the value of your product or services, as only then would they agree to the pricing offered by you without you losing a deal. Also, by doing so, you would be better able to handle sales objections.

Using Your Competitor’s Strength in Your Favor

One of the most common sales presentation tactics involves using your competitor’s weakness and showing your product or service’s strength in exchange. This, however, leaves you vulnerable to attack and debate. The other smarter sales presentation technique involves learning and using your competitor’s strength to prove why their product or service is a poor fit for you.

For instance, when in 1985 the marketing of Burger King and McDonald's was head to head, Burger King used McDonald’s marketing attribution and strength- being a kids friendly place as its weakness by saying, at Burger King, it is the place for adults and real burgers, not just fun food. Burger King’s choice of brand awareness and brand positioning statement made it a winner in this marketing competition.

Talk About Your Competitors Early On

While doing your sales presentation, it is important that you talk about your competitors from the beginning rather than ignoring them completely, only to bring them up later in the conversation. This way, you would be able to influence your prospect’s opinions before they get solidified. Once they are influenced in your favor, they are more likely to stay the same, giving you higher net profits .

As humans, we have a deep relationship with stories. They move us, teach us, and in the context of sales, they persuade us. This is why storytelling is the secret to a successful sales presentation. If you want to win your customers, start with a story that is relevant to them and their problems, especially of an existing customer who faced the same problem as them.

Such a story would lead to your prospects remembering the key points from your sales presentation as well as about your product or services. Thus, this section of the article will help you in building your sales presentation around a story that will grab your prospect’s attention and encourage them to invest in the solution you are offering.

Start With a Problem and a Deadline

Instead of talking directly about the solution you are offering to your prospects, you should start by talking about the problem and the challenges your solution was designed to solve. Your sales presentation should revolve around the value you are offering to your prospect.

When using storytelling, your product or service can become the hero, whereas their pain point can become the villain. It should focus on the change (something that improves their business or life) rather than on the pain point. Additionally, create a sense of urgency around the story- such that if they do not take action now, they will miss an opportunity. Also, involve the consequences in the story that would arise if the prospect does not change.

Talking About the Solution

Once you have highlighted the problem or the challenges, it is time to talk about the product or services that you are offering. These should not be talked about in terms of their features, but rather in terms of how life would become easier and better for your prospect by using your product or service. It should also highlight how they would be able to reduce their account payable and increase their account receivables .

Only after that, start talking about your product or services features and benefits along these lines:

• Positioning your features against the old way of doing things
• Presenting those features as the superpowers that will solve your prospect’s problems and challenges
• Comparing those features with those of the competitor’s

And using a combination of some or all of the above sales presentation techniques.

A sales presentation is perceived to be a daunting task, and the only way to deal with such a task is by being prepared and organized. This is why this section of the article would be discussing all the necessities that you should bring to your sales presentation. They are:

PowerPoint Presentation

Sales presentation tends to include a sales deck to help deliver facts, figures, and statistics that will back your sales presentation and convince your prospects to accept the solution you are offering. To present your sales deck, you can use presentation software like Microsoft PowerPoint presentation or google slides or Canva presentation, or any digital slides that you feel are a good match to your product or service. Some of the key elements of such a presentation should be:

• A great cover image or opening slide that grabs your audience’s attention.
• Data and key points are represented through charts, graphs, quotes. These can even include metrics like ACV and ARR or other such relevant KPIs .
• Testimonials and case studies from other customers. This shows the proactive customer service you offer, the voice of customers that you secure, how you consider the customer feedback , and how reliable your products, services, and business is.
• Personalize your presentation for each meeting- based on prospect’s brand color or with data specific to their market and industry or with an earlier exchange
• Last slide- which should have a call to action- directs your prospects on what they need to do now.

One of the main things you need to take care of here is not to overwhelm your slides with texts- they should rather have quick skimmable text, with supporting visuals as visuals register more in the human brain. This will also prevent information overload for your prospect.

The Product

The best way to sell a product is by your potential customers seeing them live in action. Product demonstrations hence have always been a vital part of every sales plan- wherever applicable. However, not every product would be perfectly portable. To give a demo for such products would become trickier. Here are some tips you can follow:

• In the case of a physical product, think of the perfect environment for the product’s demo that would show it at its best and do it.
• In the case of a digital product, have technology in hand to show what your product can do. For example, if it is a mobile app- make your prospects download and try it; if it is a website, show it through a projector.
• Lastly, in case your product is not portable- either because it is location-specific or because it is too big to carry around, you will have to use video for your product demo in the sales presentation.‌‌

Based on the nature of your solution and how you are doing your sales presentation, you might have to give handouts to your audience. Your handout can have a QR code from which to download the app or contact information, or sales literature. Your handouts should be simple and to the point and should be given at the end of the presentation so that while you are presenting, they are listening to you and not going through the information you gave them on the handouts.‌‌ You can use QR Code generators to create QR Codes that are dynamic and trackable.

If you are doing a sales presentation, it is quite likely that you are going as a team with two or more sales representatives. Some of the tips you can all follow for the preparation for your sales presentation are:

• Practice- To get the timing right, especially if your presentation has a lot of moving parts.
• Make sure everything is working- so as to avoid going to the meeting with a faulty presentation or a broken sample
• Decide everyone’s roles- so as to avoid on-the-spot confusion and chaos.‌‌

Some of the tips that you should incorporate during your sales presentation to nail it are:‌‌

Confident Body Language

Sales presentations often happen in person, which is why strong, relaxed, and confident body language is essential to make it seem like you know that you are going to close this deal. How you feel about your presentation is how your prospect is going to feel. Some of the things to take care of here are-

• Making and maintaining eye contact as this shows people how invested you are in what you are doing.
• Stand up straight with your shoulders pulled back. This will also have the added benefit of making you feel better than when your shoulders are hunched.
• Keep your chin up, looking straight and making eye contact rather than looking at the floor or randomly around the room.
• Have a good, firm handshake that will result in a good first impression.‌‌

Engaging Your Audience

Sales presentations are more likely to last for long, however the same is not true about your audience’s attention span. To keep them engaged throughout the duration of your sales presentation, you should consider the following:

• The two most important parts of any presentation are the beginning and the end, and hence this is where you should use your strongest material.
• Start your presentation with a brief introduction about yourself and then lead it with either a compelling story as discussed above or with a compelling demo.
• Your product features can make up the middle of your presentation as your prospects might have already researched them, and this part is less likely to be remembered well.
• Finish strong by mentioning how your product solved a problem.

Throughout your sales presentation, you can use humor if it comes naturally to you, matches your brand voice and your buyer personas . Humor will become a good way to connect with your prospects, make everyone relaxed in the room and make the presentation memorable. Lastly, because you are doing a sales presentation and not a sales pitch, it also gives you an opportunity to show off your product and make it memorable.‌‌

Like we discussed above, the sales presentation is an art and a science, and there are some companies who have done exceedingly well in their sales presentations. We will be talking about some of them in this section of the article.‌‌

The highlight of leadnomics’s sales presentation is that they were able to showcase their brand identity during it. To do so, their internet marketing agency hired a designer to create a sales deck that reflects leadnomic’s brand positioning statement through its sleek, techie designs. This meant that while the prospects got to learn about leadnomics and what it has to offer, they also came to know what it stands for as a brand. Such a sales presentation is sure to bring about positive brand awareness.

The Original Comfy

This product was made and pitched by Brian and Michael Speciale on Shark Tank in 2017. They did not have any numbers or inventory, just a big fleecy blanket/hoodie and a video of it being worn everywhere- from a beach to a couch. Their presentation got them an offer of $50,000 for 30% from Barbara Corcoran. When asked about it, she said they had a good product and utmost confidence in it. This highlights how important confidence is while doing your sales presentation.

Single Music

Single Music used icons and visuals throughout its sales deck to communicate its message. Additionally, the information that it added was worth the length of the sales deck that they had gone with- i.e., 28 slides. Through its sales deck, it showed how it allows the artists to monetize their Spotify account, showcased its diverse artist roster, its milestones, and even its key features.‌‌

In a sales deck that Richter made around 2019, it started with an introduction of the problem, followed by a value proposition and then by the solution. They provided an overview of what they have provided to their customers, who their clients are, and what results has their customer base seen. This particular sales deck hence covers all that a sales presentation should cover. Another of its highlights was also how it organized its graphics and logos in an organized and uncluttered manner.

After all that we discussed, it is time to nail your sales presentation with this guide- containing the slides you need to make and tips on how to make them. Click here to get your sales presentation guide and template to present like a pro.‌‌

Deskera is that cloud software that is equipped with meeting all your business needs. When it comes to sales, it is Deskera CRM and Deskera CRM+ that you want to rely upon especially. Deskera CRM helps in importing and managing all your contacts from one place, letting you integrate your emails with its dashboard. You can even automate email marketing, get reminders for sending invoices and set up your schedule.‌‌

Through its dashboard, it will also help you track your deals, monitor sales , and even different KPIs like marketing KPIs . One of the added benefits of Deskera CRM is that it has made the digitization of customer service easier. Additionally, because you can plan your entire team’s work on this software, it increases efficiency and helps in managing workplace stress.‌‌

When it comes to Deskera CRM+, it helps in lead management by allowing to build funnels to convert visitors to leads to paying customers. To do so, you can either select any of the high conversion funnel templates or create from scratch.

Funnels should be created for every marketing campaign like social media marketing , landing pages , performance marketing , and content marketing to test their effectiveness. The funnel dashboard will also help you in measuring the performance KPIs.‌‌

Additionally, you would also be able to automate daily tasks like drip email campaigns, where you would also be able to choose from email marketing templates, choose a target segment, and then track their performance across it.

Through Deskera CRM+, you would be able to segment your leads such that later they get personalized campaigns based on their segment. Such a personalized approach would also help in increasing customer retention, encourage returning customers , and even increase customer loyalty.‌‌

So, with deals being closed faster and more efficiently, your financial statement ’s health will improve as well- hence bringing forward a bright future for your business.‌‌

While it is safer to keep your sales presentation simple and predictable by keeping it about a sales deck and a speech, such a sales presentation would not be a showstopper.

For your sales presentation to make its impact and result in favorable buying decisions- your sales presentation needs to be unique and unforgettable. To ensure this,

• Have a confident body language
• Engage your audience

Use varied combinations of sales presentation techniques based on what suits your audience and business the best. The techniques you can choose from are:

• Using Your Competitor’s Strength in Your Favour
• Talk About Your Competitors Early On‌‌

When using these techniques, always remember to engage in storytelling. As humans, we have a deeper connection to and understanding of stories. When carried out nicely, this will keep your prospects engaged and make them do business with you. Also, make a point of taking questions and follow-ups after your sales presentation.‌‌

What helps in this entire process are the insights as provided by the Deskera CRM and Deskera CRM+ dashboard that helps you understand your prospects better.

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10+ Sales PowerPoint Presentation Examples To Get Inspired!

One of the biggest challenges B2B sales and marketing teams face is creating sales presentations that impress potential customers and lead to conversions.

So, what does an excellent sales presentation look like? Today, we'll explore some of the best examples to help you craft your own outstanding presentation. And that’s not all, we’ve interviewed our head of sales, Robert Juul Glaesel , to provide you with the BEST insights to unlock success. So…let's dive in!

We’ll be covering the following topics

What is a sales presentation?

Sales presentation vs. sales deck vs. pitch deck.

• Sales Presentation PPT Examples - and why they were successful

Sales Powerpoint Presentation Templates

Sales presentation video examples, get ready to create the best sales presentation: tips from our sales expert, unlock success: expert support for your sales presentation design.

Let’s start from the top! - Or, as always, you can skip to your preferred section.

A sales presentation is a crucial part of the sales process. It refers to a meeting where a sales team showcases their product or service , persuading potential customers to purchase.

This meeting typically takes place after initial contact with the prospects , either through marketing efforts, cold calls, or expressions of interest from potential customers themselves.

In this meeting, the sales team usually provides a comprehensive overview of the product or service. They address key points such as:

• What is the product or service?
• How is it used?
• What distinctive features does it have?
• What problem does it solve?
• Why is this their best option?

→ Free Download: 10+ Sales PowerPoint presentation template [Access Now]

The sales presentation and sales deck are pretty similar. On one hand, a sales presentation is designed to persuade potential customers about the value of your product or service. It typically includes detailed information about your product, its features, benefits, pricing, case studies, testimonials, and more.

On the other hand, a sales deck is essentially a condensed version of a sales presentation . It is usually concise and only includes key highlights.

In contrast, a pitch deck is a presentation created for investors to secure funding. It generally contains information about the company's vision, the problem it aims to solve, market opportunities, business model, and financial projections.

Sales Presentation PPT Examples: and why they were successful

Below are several sales presentation examples you can use as inspiration to create your own. Let’s look at each of them and see exactly why they were successful.

Spendesk is a powerful spend management platform designed to help users save time and money by offering a clear view of their company expenses. Their sales presentation is the definition of a successful sales presentation: it is incredibly clear and straightforward . It clearly defines the problem it solves and introduces you to the solution, highlighting how it stands out from the competition.

As you’ll see, this presentation is not overloaded with text - it's simple and easily shows you how the product works. And most importantly, it’s branded! Which is key for brand positioning and visual consistency .

To check it out, click here .

Reddit Advertisement Sales Presentation

Reddit's sales presentation is definitely one of a kind. By incorporating memes and other pop-culture images throughout their deck, they engage the audience and stay true to their brand identity . This approach not only resonates with the Reddit community but also sets them apart from mundane sales pitches.

The presentation not only provides valuable data and showcases the effectiveness of its product but also does so effortlessly, proving that a presentation does not have to be overly serious to be effective.

Click here to explore Reddit's engaging sales presentation.

Zuora, a SaaS platform for subscription billing, takes a compelling approach in its sales presentation. It starts by highlighting the industry's changing landscape , effectively showing the importance of adapting to these changes.

But Zuora doesn't stop there. Throughout their presentation, they also showcase what their platform can do for the audience and provide social proof to back it up . This includes quotes from CEOs and other business executives who have successfully used their platform to improve their subscription billing process.

See for yourself and check out one of the best sales deck examples here .

Drift, a web-based live-chat tool for sales and marketing, takes a unique approach to its sales presentation. They begin by highlighting a common problem that many businesses face : how traditional communication methods, such as email, calls, and forms, are insufficient.

The presentation then goes on to showcase how Drift can provide a solution to this problem. They demonstrate how their live chat tool offers a more personalized approach to communication that can lead to impactful results.

Check out Drift's impressive sales presentation here .

Salesforce, an integrated Customer Relationship Management (CRM) platform, provides a valuable lesson about creating sales presentations that convert . They start by explaining how the industry has undeniable changes and how we need to adapt to keep our businesses successful.

But they don't stop there. They continue showing us what things can look like, in other words, "the promised land," and how their product can change everything about how companies do things. And obviously, they finish with the greatest success stories from CEOs and clothes executives.

Click here to get inspired by the Salesforce presentation.

→ Free Download: 10+ Sales PowerPoint presentation PDF [FREE]

Snapchat Advertising

Snapchat Advertising's sales presentation stands out not only for its visually appealing design but also for its unique features. The presentation begins by emphasizing the vast reach of its platform and key age demographics, providing valuable insights for those looking to make the most of their marketing campaign .

In addition, Snapchat Advertising effectively compares itself to the competition, showcasing its unique features and advantages. And, of course, the presentation is visually branded with the company's iconic ghost character , making it instantly recognizable.

Check out their captivating sales presentation here .

Klima’s sales presentation is a special one. This climate change app’s presentation makes sure we know they are a company that focuses on “what truly matters.” It presents itself as a business with real, global impact.

And that’s not all. One standout feature of Klima's sales presentation is its visually appealing design. The slides effectively showcase the app's interface and demonstrate its key features. This visual representation really helps prospects consider getting an employee benefit with purpose .

Click here to get inspired by one of the greatest b2b sales deck examples.

Are you ready to create the best Sales PowerPoint presentation? We’ve got great news for you! Discover our sales presentation templates that you can download for exactly $0 .

Any of these templates could be a GREAT starting point for your next sales presentation . And what’s best…they are completely free for you to download at our Templates platform ! You’ll find not only these ones but also hundreds of other PowerPoint templates, for ANY industry, completely at your disposal.

Sales presentations can take various forms, including videos. Video presentations can effectively engage and captivate the audience by combining visual content, audio narration, and sometimes animations or graphics. Here are a few examples of sales presentations that are delivered in video format:

Medallia's video presentation showcases the effectiveness of using video to clearly represent their platform. The video highlights the platform's features, demonstrating how it can be a powerful tool for businesses.

By utilizing video, Medallia effectively shows viewers what the platform looks like and what they can expect to access and analyze in terms of data. The detailed exploration of each feature gives potential clients a comprehensive understanding of the platform's capabilities and how it can benefit their business.

Click here to check it out.

Moodcaster, a digital casting platform, starts with the main problem: how time-consuming castings can be and how tedious auditions are . It then shows you how they can be a great solution and how the platform works.

This video presentation truly shows what the client can expect when using the platform , by showing the process step-by-step. And if they are not convinced yet, it ends up listing all the fantastic features it has one by one, leaving the best impression.

Click here to view Moodcaster’s incredible video sales presentation.

Viable, the pioneering experience analysis platform, doesn't just identify the problem you're facing; it swiftly transitions to showcasing how they can provide the solution . They offer a real-time demonstration of how their platform works, providing concrete insights into how it can improve your business.

Finally, they conclude by highlighting all the advantages, features, and versatile applications that can benefit your specific needs.

Click here to take a look at Viable’s video sales presentation.

We know that creating the best sales presentation is key for your business. So, in order to provide valuable insights, we consulted Robert Juul Glaesel , head of sales at 24 Slides, who understands the importance of a good presentation for your business.

Let’s take a look at some insights from our head of sales:

Insight #1: Take elements out instead of adding elements in

Remember that quality is always more important than quantity . So, keep in mind not to overload your presentation with excessive text, because your audience’s attention will go directly there, instead of your speech. In Robert’s words:

“If you incorporate too many elements, it results in clutter, obscuring the main message and making it more challenging for the presenter to effectively convey their message.”

Insight #2: Don’t rely on your slides

We know this might sound counterintuitive, given that all this article is about creating your presentation, but remember that the presentation and the story are yours . As Robert says:

“Make sure that your presentation supports your story, it shouldn't tell your story. You, as the presenter, are the storyteller. Therefore, presentations should emphasize key points.”

Bonus insight #3: Brand your sales presentation !

This is one of your most crucial presentations; it should reflect who you are . There should be consistency between what they see on your website, social media, etc., and what they will see in this presentation. So, it is extremely important that you show that you care about your image and pay close attention to detail.

Creating a sales presentation is an incredibly important task, so it's best to leave it to the experts. Here at 24Slides , we can assist you in creating an amazing sales presentation that perfectly aligns with your brand. All you need to do is share the content you want to include and your brand guidelines. In less than 48 hours, you'll have your presentation ready for sales!

Want to learn more? Check out these articles!

• The Best Sales Presentation Services for Winning Sales Decks
• How to Create the Perfect B2B Sales Presentation
• Learn How to Start an Effective Sales Presentation
• Top 20 Free Templates for Corporate and Business Presentations
• +20 Self Introduction PowerPoint Templates: Download for free!

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Microsoft 365 Life Hacks > Presentations > How to create a sales presentation

How to create a sales presentation

Creating an effective sales presentation involves understanding your audience, delivering clear value propositions, and showcasing your product or service in an engaging way. Use these tips to make a presentation that not only captivates the crowd but also compels them to make a purchase.

What is a sales presentation?

A sales presentation is an important tool used by businesses to explain, promote, and sell their products or services to a client or potential buyers. The presentation usually includes an introduction to the product, a discussion of its features and benefits, and a list of reasons why the audience should buy it. Effective sales presentations are well-structured, tailored to the audience’s needs, and delivered in a confident and persuasive manner.

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What to include in your sales presentation

Your sales presentation should be a blend of information, persuasion, and appeal. Here’s what to include in your upcoming presentation:

• Introduction. Briefly introduce yourself and your company then provide context about the upcoming presentation.
• Identified need. Clearly define the problem or need your product or solution aims to fix.
• Solution overview. Explain how your product or service solves the identified problem.
• Benefits. List the key benefits of your product and illustrate how they align with the audience’s needs.
• Proof points. Provide evidence to support your claims using case studies, testimonials, or data points.
• Pricing and packages. Outline your pricing structure along with any packages or deals you’re offering.
• Call to action. End with a clear call to action by telling your audience what you want them to do after the presentation.

Developing your sales presentation

Creating a persuasive sales presentation requires careful planning and extensive research. Follow these tips while drafting your presentation for a seamless delivery :

• Research your audience. Get to know your audience’s interests, needs, and pain points.
• Outline your presentation. Before you dive into any specifics, create a high-level outline to make sure your points follow a clear and logical structure .
• Design engaging slides. Use visuals to support your message while avoiding clutter and ensuring that any text is easy to read.
• Practice your delivery . Rehearse your presentation multiple times to refine your flow, timing, and cadence.

How long should your sales presentation be?

The length of your sales presentation can vary depending on the complexity of the product and the audience’s engagement level. However, experts recommend keeping presentations between 20 and 30 minutes to cover all your important points without losing your audience’s attention.

Finalizing your sales presentation

After drafting your presentation, remember to review and refine it. Here’s a quick checklist:

• Ensure all technical terms are explained.
• Check that all ideas flow logically.
• Verify that your presentation addresses all potential questions or objections.
• Include a memorable conclusion that reinforces your call to action.

A successful sales presentation includes engaging visuals, persuasive rhetoric, and well-structured information. By using the tips above, you can design a presentation that not only holds the attention of your listeners but also encourages them to take the next step.

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How to Create an Effective Marketing Presentation [Plus Templates]

Written by: Brian Nuckols

Whether you're a writer, marketing professional or anyone on the frontlines of creating front-facing business communications , learning to create effective and clear marketing presentations is a crucial skill. 

There are many use cases for a well-structured, clear marketing presentation. Some of the most common include:

• Speaking at a conference or networking event 
• Pitching company leadership on a new campaign or initiative 
• Presenting a webinar for existing or potential customers 
• Creating/repurposing content for platforms like SlideShare

Whatever the use case, there are four underlying strategies that are central to effective and clear marketing presentations.

• Make your presentation about your audience 
• Create value quickly 
• Tell an engaging story 
• Use the right design principles

When you’re ready to dive in, Visme is a tool that helps non-designers create stunning marketing presentations . 

One of the benefits you get from saving time and resources that would typically go into designing the presentation is that you can spend more time on strategy and preparing impactful messages. 

However, if you’re happy with your messaging and ready to start designing, that’s great!  We have tons of engaging and fully customizable slides to get you started.

Head over to our template library and get started right now! 

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

In the meantime, we’ll transition to exploring each of these strategies in depth. 

Additionally, we are going to explore how you can streamline the process of creating visually stunning and profitable marketing presentations by using just the right design principles throughout your slideshow. 

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• Transform your visual content with Visme’s easy-to-use content creation platform
• Produce beautiful, effective marketing content quickly even without an extensive design skillset
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Make Your Marketing Presentation About Your Audience

The first strategy that’s important when it comes to creating effective and clear marketing presentations is to make the presentation about your audience. 

Ready to create slides with impact? Use the agenda slide below. 

Cultivate Empathy

One thing you can do when preparing to make your presentation about your audience is connect with them empathically. 

What is empathy?   According to the design firm IDEO empathy is a “deep understanding of the problems and realities of the people you are designing for.”

In our case, we’re designing a presentation for our existing and ideal audience. 

As a more general definition, empathy allows us to see the world from another's point of view. To understand, feel and experience the world from the audience's perspective . 

This is useful because when we’re able to imagine the world from a different perspective we can brainstorm new, interesting and valuable messages to include in our presentation. 

Once you’ve brainstormed these messages, you can showcase them with the slides in this template below. 

While we can never fully experience things from the perspective of our audience, we can use strategies and tactics to get as close as possible.   

Most importantly, we have to agree to put aside our own preconceived beliefs in an effort to understand the needs and ideas of others. 

This is an important first step to creating your marketing presentation because it helps set the tone for your presentation.

When you’re ready to connect with your audience use the pros & cons slide from our Simple presentation theme. 

Understand Your Audience’s Environment

The first step in connecting more emphatically with your audience is to consider the environment that they’ll experience your presentation in. 

How will the average audience member be interacting with your presentation? Will they be watching at home or at work? Is attendance mandatory or did they choose to be there?   

By answering these questions we are  able to put ourselves in the position of the audience member and make sure we don’t have blindspots as presenters. 

After spending some time connecting with the environment of your audience, translate your insights into your marketing presentation using the template below. 

Understand Your Audience’s Needs

Another great strategy to uncover a deeper layer of understanding about your audience is to tap into their core emotional and physical needs.  

As the presenter, you have a different set of expectations, desires and questions about the subject matter you’re presenting on than the audience does.

One of the best ways to connect with your audience's core emotional needs is to give them a plausible vision of a better life. 

Once you’ve connected with the core emotional needs of your audience, use the process model slide in our Creative presentation theme to share your ideas. 

By focusing on the audience’s side of the story you can unlock new ideas, topics and messaging opportunities.

Create Journey Maps  

One of the first things you can do when brainstorming content for a marketing presentation is to understand the various steps a potential customer or prospect has to pass through before reaching their goal with your company.

This is invaluable information to know when setting out to create the content that's going inside your marketing presentation. 

It helps us to understand the motivations of your audience as well as some of the friction and pain points that are stopping them from reaching their goal.

Visually demonstrate how your customers are interacting with your business with this simplistic template option below. 

A powerful way to empathize with your audience is to dig deep into the problems and frustrations they have.

An excellent tool content brainstorming tool to use after we’ve identified some frustrations is the 5 Whys technique .  

Originally developed by Sakichi Toyoda , the founder of Toyota, the 5 Whys is also a powerful way to emphasize with your audience.

Here’s how Toyoda explained his process:

“The basis of Toyota’s scientific approach is to ask why five times whenever we find a problem … By repeating why five times, the nature of the problem as well as its solution becomes clear.”

To use this tactic for content brainstorming first identify a problem or frustration a member of your audience has. 

Use the 5 Whys technique to explore some of the root problems at the core of this issue.

Not only will this help you empathize more with your audience and potential customers, but when you add this level of depth to your content you’re more likely to affect the audience on more emotional levels.

Ready to try the 5 Whys technique? Give it the right shape and structure using the slide diagram below.

Define Your Customer Personas

Now that we’ve explored some techniques and tactics around empathy, we can start to more fully define who our target audience is. This will help us define your unique customer base and target readership. 

To do so, we’ll draw on a blend of existing data and forward looking projections. 

The Analytics Persona

The first persona is based on existing data. It requires an analytics or CRM software that’s tracking the data and some basic analysis skills.

This is worth the investment in time and resources because of the valuable data that can be unearthed from a simple exploration of the data.

As an example, Casey Winters a former marketer at Pinterest used analytics data to create the following personas:

By way of explanation, core people came every day, casual people came every week, marginal people came every month, and dormant users had stopped using the Pinterest platform altogether.

These types of personas are useful when creating a marketing presentation because they can help us develop key messaging strategies or goals for the presentation.

As an example, Pinterest may want to help casual users do more of the activities that core users do everyday. They can make a presentation directed at these casual users with the goal of teaching them how to migrate into the core user persona.

Ready to communicate effectively with audience members? Use a product comparison slide like the one below. 

The Product Persona

Similar to the analytics persona, the product persona focuses on understanding existing users or readers .

However, instead of doing the work of crunching statistics from an analytics or CRM software you’ll collect qualitative data to figure out more about who the reader is and not the discrete actions they’re taking.  

This is usually done using a back and forth of customer calls,  surveys and other qualitative data sources.

The Marketing Persona

The marketing persona is unlike the first two we discussed because it is projection into the future. This is the audience you want rather than the audience you have. 

Developing a marketing persona helps us to define a target market to pursue and target.  

Since this persona is about targeting people outside the product, one common tool created during this process is a mapping of the target customer’s typical day. 

This helps us understand the right messaging and strategies to use in our presentation. 

Have your personas down? Use the template below to create a presentation that serves their needs. 

Create Value Quickly in Your Marketing Presentation

Now that we’ve reviewed how to make the marketing presentation about the audience we come to the second important strategy when it comes to creating effective and clear marketing presentations.  

We have to create value for the audience member as quickly as possible. 

We’ll first explore what value creation is, how to generate it in your marketing presentation, and how the jobs to be done framework is invaluable for this process. 

Focus On Your Central Idea

“Make something people want. There’s nothing more valuable than an unmet need that is just becoming fixable. If you find something broken that you can fix for a lot of people, you’ve found a gold mine.”

This quote by the venture capitalist Paul Graham is a good illustration of how value creation is the central mechanism driving interest in content, business and marketing presentations. 

To operate a successful business, you have to create something of value. 

Likewise, any successful marketing presentation communicates how you plan to create value for your audience.

Our job during the presentation is to find the things or knowledge our audience needs reminded about, doesn’t have enough of or is hearing about for the first time.

The value you create can take on one of several different forms, but the purpose is always the same: to make someone else’s life a little bit better.

Ready to create value for your audience? Use the Venn diagram slide below. 

Understand How to Help Your Audience

A helpful framework that helps us visualize how we create value for our audience is the Jobs to be Done model.  

Jobs to be Done is a theory of consumer action. It describes the underlying motivations that cause a potential audience member to pay attention to our marketing presentations.

The theory states that markets for new products, content and information emerge when potential customers have a particular Job to be Done, and they start buying products to complete that job.

The Jobs to be Done site gives a great visual example of this. While someone may purchase a skateboard that then needs to be put together, what they really want is the end product of being a good skater and performing tricks.

Image Source

Charles Revson, founder of the cosmetic company Revlon, gives us another example of this principle in his quote, “In the factory we make cosmetics; in the drugstore we sell hope.” 

Revson has identified a core emotional need that makes Revlon valuable to their customers.

This information is critical for marketing presentation because it helps us to understand the ultimate goal or vision an audience member will have when interacting with our presentation.

A Job to be Done is the process a consumer goes through whenever she aims to change her existing life-situation into a preferred one, but cannot because there are constraints that stop her.

Transform Your Audience

One reason we can create value for our audience members is because of some of the fundamental limits we have as humans.

Typically, our audience can’t transform their personality or overcome the obstacles that hold them back without help.  

Progress in these areas happens when we integrate new ideas and new tools or products into our life.

This is the exact vision that Jobs to be Done helps us articulate in our marketing presentations.  

Our audience member is living the life she has come to accept. Then things change and she comes across your presentation. She is presented with an opportunity to improve her life.

Understanding the “job” this potential customer wants to fulfill is an important objective in a clear and effective marketing presentation.

Tell an Engaging Story With Your Marketing Presentation

Storytelling is an ancient technology designed to transmit wisdom and meanings from generation to generation.  

In this strategy we’ll use 4 principles from the discipline of business communication to explore why storytelling works so well in effective marketing presentations. 

However, we can start with a more simple opening question. In short, who is my audience and what is the message I want to share with them?

Know your audience? Use a template and deliver the important insights they need to during your presentation.

After the reflections we’ve done on empathy and creating value we should be able to offer a fairly nuanced response.

Nevertheless, each decision we make from here on out when it comes to the copy and messaging in our presentation.

The GAME Framework

GAME is an acronym for the following.

The first step in the game framework is to define clear goals for our marketing presentation.

Think about it from the perspective of relevant business outcomes. Do we need to increase customers? Qualify leads? Secure organizational buy in for a new software?

Defining concrete and specific goals is an important component of any marketing presentation so you can track return on investment and make sure your valuable time is being used effectively.

Set some SMART goals for your marketing presentation to set yourself up for success.

The second step in the game framework is the audience step.

While we’ve done some hard work emphasizing with your audience and understanding them on a broad level it’s time to get specific about what segment of your audience you want to target with your marketing presentation.

Is it a presentation to inform your audience of new features or ideas? Are you targeting new or existing personas with a specific message?

Understanding what segment of your audience is what you’ll accomplish in the second phase of the GAME framework.

Next, we’ll start crafting the actual words, visuals and content to present to the audience. Make sure to include key messages laid out in a clear, logical manner that is easy to understand.

These messages must include how your ideas, content or product create value for the audience. Remember the work we did during the value creation and Jobs to be Done section of this article?

Your key messages should show your audience how they get from point A to point B when it comes to solving their frustrations and challenges.

Ready to take your engaged audience from point A to point B? Try the template below to deliver your message. 

Finally, we come to the expression component of the GAME framework.

This is the form that our key messages will ultimately take. Audiences typically expect a blend of visual communication via slideshow and content via bullet points for additional information.

The Pyramid Principle

Now that we’re reading to begin expressing the message we want to convey in our marketing report it’s useful to study the most effective way to structure our content and messaging.

One of the best concepts for structuring any marketing or business presentation is called the Minto Pyramid Principle.

This principle was first created by Barbara Minto, an ex-McKinsey marketing consultant.

Her methodology can help you both develop and structure the content and visuals for your marketing presentation in a logical fashion that creates impact.

Simply stated, when using the Minto Pyramid Principle start with the most important points and get progressively more detailed as the presentation continues.

This rule will maximize the amount of audience members who hear and integrate the message of your presentation. It can also be a hard rule to put into practice because in most academic writing we’re taught to do the exact opposite.

For that reason, it’s helpful to look at the Pyramid Principle in action.

As you can see above, the Pyramid Principle was used on a due diligence report where t he key message was if the target company should be purchased. This is the focal point of the presentation and comes first.

Next, the partners give us plenty of supporting details and information if we want to dig deeper. However, the vast majority of readers will remember the key message that the suggestion is to buy the company.

Keep this principle in mind when structuring your marketing presentation. Do you have a core message that the vast majority of your audience will remember? Make sure it appears as early as possible in your marketing presentation.

Now that you’ve learned how to add some clarity and precision to your important messages use the template below to take your marketing presentation to the next level. 

Use the Right Design Principles in Your Marketing Presentation

Now that we’ve explored your audience, how to create value for them, and how to transmit that value into the vehicle of story we’re reading to start crafting our messages. 

When doing so it’s important to consider visual communication and design principles.   

There are three absolutely crucial design tactics you can use right now to up the quality of your design.

They are visual hierarchy, color psychology and font pairing.  

Visual Hierarchy

One of the best ways to design our marketing presentation in a way that’s visually appealing is to use visual hierarchy.  

This is a method of identifying the design elements we want to use and then organizing them in their order of importance.  

In other words, it’s a set of principles that help us understand the order in which our audience will notice the various design elements we chose.  

Great designers manipulate these principles to create stunning and clear designs.

The good news is that anyone can utilize certain these principles and Visme helps non-designers create successful marketing presentations that are both efficient and effective.

We've also created a video version of this blog post to help you further understand visual hierarchy. You can watch it below:

Color Psychology

The next design element that will take your presentation to the next level are from the field of color psychology. Color psychology in marketing and branding is an important subject.

It’s absolutely true that specific colors can influence the choices of consumers so it’s a crucial design decision in any marketing presentation. Color has the power to impact our emotions in many different ways.

It can call our attention to specific parts of the presentation, inspire emotions at an important moment, or even help our audience tap into positive memories.

Create a stunning presentation in less time

• Hundreds of premade slides available
• Add animation and interactivity to your slides
• Choose from various presentation options

Font Pairing

The last crucial design element we’ll explore today is font pairing. Font choice is crucial for the tone, feel, and look for our presentation.

The challenge is the enormous amount of choices we have and the lack of knowledge most of us have when it comes to what font choices work best.

It’s a topic we’ve covered on the Visme in the video below.

Create Your Marketing Presentation Today

It’s your turn! Get started with Visme and take the next step on your journey to create effective marketing presentations . Share your creation with me on Twitter and don't forget to use #MyVisme!

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About the Author

Brian Nuckols is a writer working in Pittsburgh, Pennsylvania. He enjoys communicating visionary ideas in clear, action oriented language. When he’s not working on content for a transformative company you can find him analyzing dreams, creating music, and writing poetry.

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7 Sales Presentation Examples for Successful Pitches

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

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

What Is a Sales Presentation?

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

What Is Included in a Sales Presentation?

A sales presentation typically includes sections on:

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

Sales Presentation Best Practices

Creating an effective sales presentation involves several best practices:

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

7 Sales Presentation Examples

1) piktochart: “sales pitch examples”.

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

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

2) Slidebean Sales Pitch Deck Template

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

3) Prezi Sales Plan Presentation Template

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

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

4) Queza : Pastel Color Sales Marketing Powerpoint

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

5) SlideSalad Sales Deck PowerPoint Templates

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

6) Solua : Cyber Monday Sale Event Powerpoint

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

7) SlideModel Sales Pitch Presentation Template

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

Other Posts

How to Make a Presentation (Guide With Tips & Templates)

How to Nail Your Brand Presentation: Examples and Pro Tips

Presentation Design: A Step-by-Step Guide

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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Sales vs marketing made clear in an ultimate guide to definition, importance, & differences

Anthony Esposito Senior Account Manager at PandaDoc

Reviewed by:

Ashley Kemper VP of Revenue Marketing

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Sales and marketing are two terms that are often used interchangeably.

Both business processes are crucial to generating revenue and keeping your company profitable. 

In this guide, we’ll cover the basics of sales vs marketing and how you can better align and use them in your business.

Key takeaways

• Sales and marketing are separate domains that work together to grow revenue.
• Marketing funnels drive opportunities to the front and middle of your sales funnels.
• Both sales and marketing use different tools and tactics. 
• You can integrate your sales and marketing activities for better optimization and an enhanced customer experience.
• CRM tools and document workflow management software are key to boosting collaboration between the two.

What is sales

Sales is the process of converting a prospect into a paying customer.

A salesperson often works one-on-one with a lead to try and understand their needs.

They’ll typically show the prospect how particular products or services can solve their pain points. 

Across several stages in the buyer’s journey, the sales team will push the customer to purchase.

Important stages in the sales funnel include qualifying leads, handling objections, and closing deals.

In summary, sales teams focus on converting opportunities into revenue.

Their goals are relatively short-term, and they’ll often base their efforts on the current sales cycle of a prospect.

What is marketing

Marketing is the process of increasing brand awareness and generating sales opportunities.

Marketers create content, build campaigns, and position brands to appeal to a wide range of customer segments. 

Marketing teams will often conduct market research using surveys, case studies, and reports.

This is used to develop ideal customer profiles (ICPs) and buyer personas .

Ongoing performance analysis is also important, helping to better inform strategies for things like advertising and social media campaigns.

Some key marketing objectives are to expand a business’s reach and generate fresh leads.

What’s the difference between sales and marketing

Sales and marketing both aim to generate business revenue.

So, what are some points of differentiation between them?

Their approaches

A key difference between sales and marketing is the approach each one takes. 

Marketing efforts broadly increase awareness and improve the company’s reputation.

Teams typically work with the four Ps: product, price, place, and promotion.

Sales teams take a more prospect- or customer-focused approach, tailoring every interaction to the individual.

They identify quality leads, optimize pitches, and use marketing materials.

They also do whatever’s necessary to nudge prospects further down the sales funnel.

All their efforts have one overarching goal: to convert leads into buyers.

The goal of marketing teams is to create more opportunities, leading to increased revenue in the long term.

They do this by raising visibility and interest in the brand and its products.

Marketers also generate qualified leads, using research to target high-value prospects. 

The difference between marketing and sales goals is that the sales team aims to generate revenue right now .

The objective is always conversion. In the middle of the funnel, this might mean getting a prospect to watch a product demonstration or join a presentation.

At the bottom, closers will handle objections and get customers to sign contracts.

There are many differences when it comes to sales vs marketing tactics too.

Marketing strategies include:

• Market research on trends and competitors
• Designing well-developed buyer personas
• Segmenting target audiences for personalized messaging
• Building lead magnets and funneling prospects
• SEO content marketing to gain new opportunities for sales
• Omnichannel marketing campaigns to spread brand awareness

Sales team strategies include:

• Identifying opportunities based on market research
• Outreach to prospects via a variety of channels, including email and phone calls
• Attending conferences, seminars, and other networking events
• Scoring marketing qualified leads (MQLs) and filtering out unsuitable prospects
• Maintaining customer relationships
• Leveraging existing networks to generate new opportunities
• Following up on sales pitches and playbooks to resolve customer concerns or questions

As you can see, marketing is about getting people into the sales pipeline ; while sales help get prospects to the finish.

Tools and resources

You can also differentiate sales and marketing by the tools and resources each department uses.

Marketers typically use tools to help them with content creation, including graphic design, word processing, and web design.

SEO tools are also used for content marketing, such as producing blog posts or whitepapers.

Marketing teams will often rely on a content management system (CMS) to streamline content generation. 

Marketers try to create lead magnets such as e-books and landing pages.

They optimize these materials with conversion rate optimization (CRO) tools. CRO software simplifies things like A/B testing and visitor behavior analysis. 

Marketing teams also use business intelligence tools for research, such as monitoring website traffic, and analytics give insights into customer behavior and marketing opportunities.

Sales teams, on the other hand, lean on customer relationship management (CRM) software, such as Salesforce and HubSpot .

They use communication tools like Zoom or Microsoft Teams, too, to host meetings and scheduling tools such as Calendly for presentations and discussions.

Sales teams might also use document workflow software, such as PandaDoc, to provide seamless contract and invoice generation.

Inventory management software can be handy for keeping track of availability and order fulfillment as well. 

Who gets paid more – sales or marketing

Salaries vary for sales vs marketing teams. Not all positions or industries are created equal when it comes to pay.

However, sales professionals earn more on average when job titles are identical. 

For example, let’s look at a sales director vs a marketing director.

According to salary.com, the median salary of a sales director is $198,452 . The median salary of a marketing director is $186,242.

According to Glassdoor:

• Sales salaries range from $84,000-$157,000 per year with a median of $112,000.
• Marketing salaries range from $66,000-$122,00 per year with a median of $88,000.

Using these numbers, sales salaries are about 27% higher on average. 

Can a business succeed without sales or marketing

Most small businesses and solopreneurs manage to succeed without dedicated sales or marketing teams.

That doesn’t mean they don’t perform the basics of marketing, however, such as creating brand awareness and generating leads.

They also put on their sales hats to qualify leads and convert them into customers. 

So, in answer to this question, you need marketing to generate opportunities.

You also need sales to convert these opportunities into revenue.

In an ideal world, a product would sell itself—but the reality is that this rarely happens. 

Ergo, the real question is whether your business can survive without the revenue generated from sales and marketing. For the majority, the answer is “Unlikely”.

How do sales and marketing work together to achieve business goals

Many sales and marketing professionals report misalignment in their strategies.

However, in 2024, we should no longer use the differences between sales and marketing to silo the departments. 

So, how can you avoid wasting potential opportunities and revenue?

• Share goals – Align efforts with joint revenue, customer acquisition, and market share goals. This creates shared accountability and encourages teamwork.
• Meet regularly, collaborate often – Host regular meetings with both teams to touch base. Schedule video sessions where remote employees can also attend and report. Delegate liaison officers and collaboration teams and make them responsible for maintaining two-way communication between marketing and sales.
• Use shared email and messaging tools – Use communication apps like Slack and WhatsApp. Create combined sales/marketing channels. Build email groups that allow team members to keep everyone up-to-date and on board.
• Track the right metrics – Use analytics tools for greater transparency and accountability. Track KPIs, including cost per lead (CPL), cost per acquisition, conversion rate, marketing ROI, and sales revenue. Managers should use dashboard reporting to track metrics in real-time.
• Streamline collaborative workflows – In addition, use productivity apps and tools to expedite handoffs. Document workflow software can give everyone access to relevant documents. This makes it easier to share lead qualification sheets, contracts, and marketing intelligence materials. 
• Create service level agreements (SLAs). Finally, set expectations and deliverables for each party. Include details such as leads generated per month and conversion rates.

Why is there often friction between sales and marketing departments and how it can be resolved

Friction between sales and marketing is often down to a lack of communication and misalignment.

For instance, if a sales team has a low win rate, they may blame it on poor-quality leads from marketing.

If marketing sees a poor ROI on their campaigns, they’re likely to put it down to the inability of sales to close. 

Another example is the importance of pricing in marketing . Different price points appeal to different ICPs and can help position a brand.

However, sales professionals often view lower prices as superior. For them, this means fewer objections and higher win rates. 

The reality is that conversion is dependent on marketing and sales working together.

So, use the tactics and tools mentioned in this article to facilitate collaboration between them.

What are some common misconceptions about sales and marketing

Here are a few of the most common misconceptions people have about sales vs marketing.

• Sales and marketing are the same. In fact, each discipline manages different aspects and processes. 
• Sales and marketing are independent. Conversely, they’re often seen as separate entities trailblazing their own paths. The reality is that sales and marketing must work together to deliver a truly seamless buying process for customers. 
• Marketing and advertising are the same thing. Advertising is only one activity under the marketing umbrella. Marketing also includes research, analysis, content strategy, branding, and more.
• Marketing spends, sales earns. While it can be more difficult to allocate, marketing has its own ROI. Its job is to build awareness and funnel opportunities to the sales team. Without marketing, there’s no sales pipeline and no revenue.

Integrate popular tools with PandaDoc to empower your sales team and increase productivity

The present is the best time to dispel the myths surrounding sales vs marketing. Join your funnels and turn them into a cohesive customer journey.

Only by using the right tools can you successfully align your strategies. 

Luckily, PandaDoc is here to help. We can give your team a single source for all their document management needs.

They can even connect popular sales enablement tools, like  CRMs and payment processing apps , as well.

PandaDoc is not a law firm, or a substitute for an attorney or law firm. This page is not intended to and does not provide legal advice. Should you have legal questions on the validity of e-signatures or digital signatures and the enforceability thereof, please consult with an attorney or law firm. Use of PandaDoc services are governed by our Terms of Use and Privacy Policy.

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Sales Process: The Importance of Presenting

By   Hanson Cheng

June 20, 2023

• minute read

Last Updated on June 20, 2023 by Hanson Cheng

Presenting is a crucial step in the sales process and refers to the act of showcasing a product or service to a potential buyer with the intention of convincing them to make a purchase. The purpose of presenting is to provide valuable information to help the prospect understand how the product or service can meet their needs and add value to their lives. If done effectively, presenting can build trust and drive sales. This article will delve deeper into the art of presenting in the sales process and offer tips for maximizing its impact.

What is Presenting in Sales?

Presenting is a critical step in the sales process that involves demonstrating the value and benefits of a product or service to a prospective customer. It is the process of communicating information and persuading someone to make a buying decision. Presenting can take various forms, including in-person presentations and virtual presentations through video conferencing or other online platforms. In-person presentations are typically done face-to-face with a prospect or customer, while virtual presentations are done remotely using technology.

Presenting is essential to the sales process because it allows salespeople to establish relationships with their prospects, build trust, and demonstrate their expertise and knowledge about the product or service. It helps to convey the value and benefits of the offering, answer any questions the prospect may have, and address any objections or concerns that the prospect may have. Effective presenting requires a combination of knowledge, skills, and preparation.

Salespeople need to understand their prospects’ needs, pain points, and goals so that they can tailor their message and presentation to meet their specific needs. They also need to have excellent communication and listening skills to convey information clearly and effectively and respond to any questions or objections that may arise during the presentation.

The Importance of Presenting

Presenting is a critical step in the sales process. It is the art of effectively communicating the value proposition of a product or service to a potential client or prospect. A well-executed presentation can captivate the audience and persuade them to take action. This step is crucial because it provides the opportunity to connect with the client personally, understand their needs, and build a relationship of trust. An effective presentation is not just about presenting information; it is about delivering a message that resonates with the audience, addresses their concerns, and engages them emotionally.

DIiferent Types of Presenting

Presenting is a fundamental step in the sales process where the salesperson gives valuable information to a prospective client to convince them to buy a product or service. There are two main types of presenting – in-person and virtual. In-person presenting is when the salesperson meets with the client face-to-face. This presenting allows for a personal touch and the ability to read the client’s body language, which can be beneficial in tailoring the presentation to the client’s needs. Virtual presenting, on the other hand, involves presenting through video conferencing or other online platforms.

With the rise of remote work and COVID-19, virtual presenting has become essential to the sales process. While this presenting may lack the personal touch of in-person presenting, it offers the ability to present to clients who are located far away or in different time zones. It also gives salespeople the opportunity to share screens and various visual aids during the presentation.

Preparation

The first step in delivering an effective sales presentation is conducting thorough research about the target audience. This step is crucial for several reasons. First, it helps the salesperson understand the potential client’s needs and interests, which enables customization of the presentation to address those needs better. Secondly, researching the client’s background and history can help build rapport and establish trust, which is important in developing a long-term relationship.

Gathering information about the client’s industry, competitors, and challenges can also allow the salesperson to position their solution in a way that speaks to the client’s pain points. Furthermore, researching the client’s decision-making process and the key stakeholders can help the salesperson anticipate objections and prepare a persuasive argument addressing those concerns. Effective research requires accessing a variety of sources, including company websites, social media profiles, industry reports, news articles, and media interviews.

This research should be conducted deliberately and organized, with notes and observations carefully documented and synthesized to inform the next steps in the sales process.

Customization

Customization is an important stage in the sales process where the salesperson must tailor their presentation to meet the client’s or prospect’s specific needs and interests. By conducting thorough research on the client beforehand, the salesperson can gain valuable insights into what the client is looking for and their pain points. This information can then be used to customize the presentation to focus on the areas that are of most interest to the client, highlighting how the product or service can specifically benefit them.

It’s important to note that customization doesn’t mean changing the content of the presentation entirely but rather adjusting it to better align with the client’s preferences and goals. This can involve emphasizing certain features or benefits, using specific language or examples, or even adjusting the pace of the presentation to suit the client’s communication style better. The goal of customization is to create a more engaging and relevant presentation that is tailored to the client’s unique needs, resulting in a more successful sale.

When it comes to giving a successful sales presentation, practice is key. Rehearsing the presentation allows the salesperson to ensure that the delivery is smooth and effective. During the practice stage, reviewing the entire presentation several times is important to become comfortable with the content and flow. The salesperson should also focus on their tone of voice, body language, and eye contact, as these nonverbal cues can greatly impact the effectiveness of the presentation.

Additionally, practicing allows the salesperson to identify any parts of the presentation that may need additional information or clarification. Through this process, the salesperson can tailor the presentation to fit the needs and interests of the specific client or prospect. Practicing can also help to build confidence, which is crucial in delivering an effective sales presentation.

By rehearsing the presentation beforehand, the salesperson can feel more prepared and less nervous when presenting to the client or prospect. Overall, practice is necessary to ensure that a sales presentation successfully achieves its intended result.

Sales Presentation – FAQs

1. what is the importance of preparing before a sales presentation.

Preparing before a sales presentation is crucial as it helps you understand your potential client’s interests, needs and expectations. This knowledge allows you to tailor your presentation to address the customer’s needs better and increases the chance of a successful sale.

2. How can I make a great first impression during a sales presentation?

To make a great first impression during a sales presentation, ensure that you are dressed professionally, have proper grooming, and maintain eye contact with your audience. Also, display confidence and enthusiasm throughout your presentation and focus on positive messages to engage your client.

3. How do I effectively demonstrate the benefits of my product or service during a sales presentation?

To effectively demonstrate the benefits of your product or service, focus on how it solves the customer’s needs or challenges. Use examples of how the product or service has helped other customers and provide evidence that shows the value of your offering. Aim to connect with your customers on an emotional level by highlighting the positive impact the product or service will have on their lives.

4. What is the importance of active listening during a sales presentation?

Active listening demonstrates that you value the customer’s perspective, helps you gain a deeper understanding of their needs, and promotes a sense of trust and connection. It also enables you to personalize your message, respond to the customer’s objections, and clarify misunderstandings.

5. How can I overcome objections during a sales presentation?

To overcome objections during a sales presentation, show empathy, restate the prospect’s concerns, and identify the root of the objection. Address their concerns with relevant information, rather than dismiss their objections without addressing them, and offer alternative solutions that demonstrate you understand their concerns.

6. What are the follow-up steps after a sales presentation?

After a sales presentation, the follow-up steps may include emailing a summary of the discussion and proposed solution, sending samples or demos, requesting feedback, securing a next meeting, sending a thank-you note, and updating your sales pipeline. This approach ensures that you maintain contact with the potential customer, and continue building a relationship that may lead to a successful sale.

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Living in Portugal with my wife and puppies. Scaling online businesses and sharing lessons learned on this website and in our email newsletter. Always happy to hear from you, so find me on Instagram if you want to say hi!

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

13 Steps For Creating Your Sales Strategy Presentation

But when it comes to ‘how to write a sales strategy’ and ‘how to present a strategy’ , where do you even begin?

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

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

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

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

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

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

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

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

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

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

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

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

1. Start with an Overview of Your Company

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

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

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

2. Touch on Your Target Market

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

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

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

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

3. Discuss the Value of Your Proposition

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

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

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

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

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

4. Consider Any Competitors

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

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

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

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

5. Outline Your Marketing Strategy

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

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

Your marketing strategy should include the following five elements:

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

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

6. Go Over Your Sales Process

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

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

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

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

7. Review the Current Sales Team Structure And Roles

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

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

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

8. Summarise Any Sales Materials Used

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

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

9. Talk Through Goals, Sales Metrics and KPIs

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

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

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

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

10. Explore Training and Development Requirements

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

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

11. Consider Any Budgeting Needs

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

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

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

12. End With Next Steps And Future Action Plans

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Happy Selling!

Sean McPheat Managing Director MTD Sales Training

• General Sales Skills

Updated on: 13 June, 2023

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