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How to Craft and Deliver a Sales Presentation: A Step-by-Step Guide
Written by: Sean McAlindin
Sean McAlindin, a business and arts writer, has a decade-long experience in music and culture journalism and recently ventured into business writing.
Edited by: Sallie Middlebrook
Sallie, holding a Ph.D. from Walden University, is an experienced writing coach and editor with a background in marketing. She has served roles in corporate communications and taught at institutions like the University of Florida.
Updated on July 21, 2024
What is a Sales Presentation?
Why are sales presentations important, the steps to creating and delivering an effective sales presentation, where sales presentations go wrong.
In the competitive world of business, the significance of delivering an impactful sales presentation cannot be overstated. Not only is it a vital tool for showcasing your products, services, or ideas – a successful sales presentation connects with an audience and builds the bridge to a potential business relationship.
Ultimately, it’s about establishing credibility and likeability with your prospects. Whether you’re pitching to potential clients, investors, or colleagues, mastering the art of delivering a compelling sales presentation can lead to positive outcomes and lucrative sales opportunities.
This article provides a comprehensive guide to help you craft and deliver effective sales presentations. We will cover essential tips for preparation, including doing your research, understanding your audience, and setting clear objectives. You’ll learn how to create a solid presentation from the ground up with a strong narrative structure, engaging visuals, and a decisive call to action.
We’ll also address how to handle questions and follow up after the presentation, as well as touch on some common pitfalls where sales presentations go wrong. By following these strategies, you can elevate your presentation skills, connect with your audience on a deeper level, and achieve greater success in your sales endeavors.
Key Takeaways
Sales presentations are the most direct way to sell your product or service to a new audience. Mastering these skills will improve your confidence as a sales professional, build lasting business relationships, and help you close more deals.
Crafting a quality sales presentation requires preparation, structure, insight, and adaptability. It’s important to have the right tools, knowledge, structure, and mindset to connect with your audience. Our trusted experts at Making That Sale will go over everything you need to know in this comprehensive, step-by-step guide.
A sales presentation is a communication tool used by individuals and businesses to showcase their products, services, or ideas to potential clients, investors, or stakeholders.
It is a strategic and well-crafted pitch designed to create a favorable impression of your product and services, and persuade your prospects to buy what you’re selling. Whether conducted in-person or virtually, a successful sales presentation builds a relationship with the audience, addresses their needs, and ultimately persuades them to consider your solution.
Most sales presentations include a script along with a slideshow that features graphics, video, and key statistics. However, a truly effective presentation goes far beyond features and benefits. The best ones tell a spellbinding story with engaging visuals that forges genuine interest and personal connections with the audience.
Sure, you’re going to talk about the product or service you’re selling, but on a deeper level, you are trying to build trust and rapport between you and your prospects. A sales presentation is all about establishing the framework for a successful and fulfilling business relationship. A great pitch takes advantage of this opportunity to make a lasting impression and convince your customers to make the next step on their business journey with you by their side.
Sales presentations are important in the world of business mainly because they often represent your first (and sometimes only) opportunity to grab your customers’ interest and establish the potential for a future sale.
It’s an opportunity to showcase the unique benefits of products or services, while establishing trust and credibility with the audience. By addressing their specific needs and pain points, sales people demonstrate expertise, relevance, and commitment to personalized service.
By presenting information in a clear and engaging manner, you can use your sales presentation to encourage quicker responses and commitments from stakeholders. In competitive markets, an effective sales presentation sets businesses apart from competitors by giving them the chance to highlight their advantages and persuade prospects that their solutions are the best.
Sales presentations are indispensable tools for businesses to communicate their mission, build relationships, and create actionable opportunities. By learning how to craft and deliver impactful presentations, salespeople can propel themselves toward sustainable success, career growth, and a world of endless business possibilities.
Now, let’s go through the process of creating and delivering a sales presentation, step by step. In this section, we’ll cover preparation, written craft, visual design, live delivery, Q&A, and follow-up, ensuring you don’t miss the chance to engage your audience and deliver a compelling message.
1. Preparing the presentation
Before stepping into the spotlight, it’s crucial to lay the groundwork for an effective sales presentation.
If you follow these foundational steps as you embark on your journey to becoming a skilled sales presenter, you’ll be well on your way to delivering a sales presentation that leaves a lasting impression and yields successful results.
Understand your audience
An excellent sales presentation is no mere, one-sided pitch, but rather a personalized engagement with each unique audience. It involves understanding the specific challenges and requirements of who you’re selling to and tailoring your content accordingly. This level of customization establishes rapport, trust, and credibility, while laying the foundation for a positive and receptive atmosphere.
Before you begin crafting your sales presentation, learn about the prospect’s company size, mission, industry, internal processes, and vision for the future. Examine their pain points and associated consequences to customize your presentation directly to their needs. This will help you plan some small talk, tweak your sales pitch, and choose relevant social proof that sells directly to their experience and mindset.
Identify the decision-makers and stakeholders who will be present during your presentation. Research their roles and responsibilities. If they’re from high-level management, focus on how you’ll help them achieve long-term goals. If they’re planning to use your solution day-to-day, focus on its efficiency, ease of use, and problem-solving.
Knowing your audience allows you to speak their language, making your pitch more relatable and convincing. Your preparation will demonstrate an attention to detail and leadership quality that naturally attracts people to you and persuades them to listen to what you have to say.
Know your product inside and out
The other side of the equation is knowing your product or service like the back of your hand. Before preparing your sales presentation, list all the positive attributes, statistics, and details that you want to get across, and choose the ones that are most important to your audience. You’re not here to overwhelm them with information, but you need to make sure you’re covering the basics and that you’re prepared to answer technical questions when they arise.
Set clear objectives
Without clear objectives, a presentation can easily lose focus and go off the rails. Define what you aim to accomplish with your pitch – whether it’s to secure a deal, gain buy-in for a project, or establish a partnership. Setting clear goals enables you to structure your content effectively and ensure that every element of your presentation aligns with your intended outcomes.
Develop a compelling story structure
Great sales presentations are more than just a collection of slides; they tell a captivating story that resonates with the audience. By using proven storytelling techniques, presenters can draw their listeners in and create an emotional connection that makes the experience more memorable.
We’re all wired for tales of triumph, struggle, and inspiration. While these narratives can take many forms, their most basic structure involves conflict and a resolution. In a sales presentation, this means focusing on how your solution can solve a specific problem or fills a key need for your client. Your goal is to demonstrate the value you can bring to their lives or businesses in a way that’s both compelling and relatable.
Start by hooking your listeners with a strong opening that captures their attention and generates interest in your topic. Develop a logical flow of ideas, organizing your content in a way that is easy to follow and builds a persuasive case. Back up your claims with data, evidence, and real-world examples to reinforce the credibility of your offering and bolster your audience’s confidence in your presentation.
You can get more creative from there to bring your presentation to life, but that’s a great base to build from. For more information about how to leverage narrative techniques to make deals, read Making That Sale’s article, “How to Sell with Storytelling.”
2. Crafting the presentation
Creating a successful sales presentation is an art that goes beyond just delivering information. It’s about understanding your audience’s aspirations and crafting an entertaining narrative that resonates with their hearts, minds, souls. Each slide, every word, and every gesture presents an opportunity to make a lasting impression and leave your audience inspired.
In this section, we’ll guide you through choosing the right presentation tools, developing a story based on a common, effective structure, and creating appealing and impactful visuals and graphic design elements that tie everything together.
Choose the right presentation tools
First things first, pick your preferred platform. PowerPoint, Google Slides, Keynote, Prezi, and Visme are all popular options. Choose a presentation tool that aligns with your style and allows you to unleash your creative genius with ease and confidence.
When it comes to selecting the right sales presentation tools, there are several key factors to consider. First and foremost, ensure compatibility and accessibility with your workflow. Whatever program you use, make sure it seamlessly integrates across your devices and platforms for easy access and editing on the go.
A user-friendly interface is equally important, as it empowers you to create visually captivating slides without a steep learning curve, saving valuable time and effort. If you collaborate with a team on presentations, prioritize tools with real-time collaboration features and version control to ensure that multiple team members can work together seamlessly.
Next, focus on the visual capabilities of the tool. Look for options that allow you to effortlessly incorporate images, graphics, charts, and multimedia elements. Visuals not only enhance engagement, but also help simplify complex information, making it easier for your audience to grasp and remember key points.
Since many presentations are now happening online, choose tools that offer screen sharing, live broadcasting, and offline presenting capabilities. This flexibility enables you to adapt to different presentation scenarios and cater to various audience preferences.
For more information on the pros and cons of popular sales presentation tools, read Making That Sale’s article, “The Best Sales Presentation Tools.”
Follow a simple presentation outline
Here is a bare-bones sales presentation outline you can use to start crafting your presentation. There’s plenty of room for interpretation and creativity, but this covers all the basics you need to include to get started.
1. Open with small talk and introductions
Thank your prospect for attending. Introduce yourself and your business. Consider making a safe, agreeable joke or positive commentary about their company. Otherwise, open with an essential question or some type of appealing hook. Make this section brief, yet personal, upbeat, and engaging.
2. Set an agenda
Remind the prospect of the purpose of the meeting and why it’s good they’re attending. Get their agreement to move on and talk about the problem and solution ahead.
3. Bring up your prospect’s main problem
Summarize what you learned about during research and discovery about your client’s main pain point and elucidate the implications of leaving it unsolved. Present this information in a way that resonates with your audience by using empathetic language and descriptive storytelling.
4. Talk about the benefits of your solution
Envision a better world in which the problem is gone, thanks to you. Reveal how your product or service can make this vision a reality by improving their business and brightening their outlook for the future.
5. Share social proof
Include case studies, testimonials, and anecdotes from past customers who have benefited from your solution. Point to sales numbers, industry trends, or other data that supports your claims about your product.
6. End with a call to action
Wrap up with a closing statement that invites your audience to begin this partnership, make a purchase, or take another decisive action. The whole build-up of your presentation is leading to this doorway. Make it easy and appealing for your audience to enter and take the next steps.
3. Designing an engaging, effective slideshow
Now, let’s dive into the art of designing slideshows that seriously pop. Say goodbye to boring bullet points and clip art. In the age of media, we can and must do better.
Start by selecting an appropriate color scheme and font that complements your brand and message. A dash of color can work wonders in capturing attention and making information more memorable.
Select engaging visuals that draw in your audience with photography, charts, and video clips. These graphics not only break the monotony of information, but also help illustrate your points and engage your audience. Engaging slides with relevant images and easy-to-process data can enhance understanding and retention of the information being presented.
Create graphs that back your claims, illustrate trends, and supplement your stories. For example, if you say Facebook ad prices are trending upwards, show a line chart of this. If you’re talking about satisfied customers, show actual photos of the people whose lives you’ve touched.
Be selective with your visuals as it’s essential to strike a balance and avoid overwhelming the audience with too much content. A visually appealing presentation should complement the presenter’s message and not overshadow it. So, choose wisely to ensure that every visual element serves a purpose in supporting your narrative.
Keep your slides clean and uncluttered to avoid overwhelming your audience. A cluttered slide can feel like trying to read another language. Stick to the essentials complemented with simple, compelling visuals, and your message will shine through as clear as day. When it comes to text, font size and readability matter, especially for those sitting in the back row. Make sure that everyone can effortlessly read your slides without squinting or calling for backup binoculars. Not everyone has 20/20 vision, you know!
Remember, designing an effective slideshow is an art form that requires thoughtful consideration of your audience’s preferences and needs. With the right blend of colors, fonts, and visuals, you’ll create a presentation that not only pops and engages, but also leaves a lasting impression on your listeners.
Pro tip : Send the slideshow to your audience ahead of time so that they can get an idea of what you’ll be talking about before the presentation.
4. Delivering the presentation
Now that you’ve got an expertly-scripted narrative and captivating visuals to go with it, it’s time to nail your delivery like a pro. Get ready to shine on that stage and win the hearts and minds of your audience with your down-to-earth, welcoming, confident approach to selling.
Rehearse the presentation
Remember the saying, “Practice makes perfect”? Well, it’s true when it comes to sales presentations. Rehearsing allows you to commit your pitch to memory, so it comes across as effortless and natural.
It’s a good idea to practice alone to get comfortable with your material. Then, when you’re ready, gather some colleagues, friends, or family as a test audience. Listen to their feedback and respond accordingly.
Practice also gives you a chance to time your presentation, to see if it needs to be cut or expanded upon depending on your audience and venue. Remember to pace yourself, take time to answer questions, and leave room for unscripted interactions with your audience.
Develop confident body language
Confident body language can do wonders for your presentation skills. Start with eye contact – a simple, magic power that keeps your audience engaged and confident in you. Try to connect with all the people in the room, one calm, collected gaze at a time.
Whether you’re in person or on a Zoom call, don’t be afraid to let your hands do the talking. Use motions to emphasize your points and transitions. You don’t need to jump up and down – a small, well-placed gesture can go a long way. In terms of posture, put your shoulders back, smile, and feel free to move around naturally.
Unless you really happen to offend someone, avoid apologizing if you make a mistake. This indicates nervousness or discomfort. Instead, take it in stride and move forward with confidence.
Speak with clarity and enthusiasm
Hold up, Shakespeare! Leave the jargon and technical terms at the door. Your audience isn’t here for a vocabulary lesson. You need to speak using clear, simple language that everyone can understand.
Since the tone of your voice matters a lot, consider using one that is upbeat and energized. Keep your narrative and visual content moving ahead. Don’t spend more than a minute or two on each slide. Frequently changing the visual stimuli helps to maintain the audience’s curiosity, especially in the age of 21st-century information overload where attention spans are shorter than ever.
Above all, let your passion for what you’re selling shine through. Show enthusiasm for your subject matter and really believe in what you’re saying. If you’re not excited about what you’re selling, it’s unlikely your audience will become enthusiastic about it, or even interested at all.
Connect with your audience
Do your best to maintain an approachable and friendly demeanor throughout the presentation. Smile genuinely, maintain eye contact, and use inclusive language. Encourage interaction with your audience by asking questions, seeking their input, and acknowledging their responses.
While you’ll be tempted to push ahead with your scripted presentation, it’s a good idea to address questions as they come up, or promise to circle back around to them later. This approach creates a sense of involvement and fosters a two-way communication flow helping your audience feel valued, heard, and engaged in the conversation.
Be yourself
Every presentation is a chance to showcase not only your products or ideas, but also unique authenticity and passion. Embrace your one-of-a-kind voice, let your personality shine, and watch as your audience becomes invested in your vision.
Originality creates a human connection, making you more relatable and approachable to everyone. People buy from those they like and trust, so be true to yourself. You’ll be more likely to forge a meaningful bond with your audience and open them up to a sale.
Don’t be afraid to go off script
While expert salespeople usually follow a script, they are also masters of improvisation. Every audience is different, and if you’re going to succeed consistently, you need to be able to think on your feet and respond to changing circumstances.
Going off script during a sales presentation can be a powerful tool to establish a genuine connection with your audience. While preparation is crucial, spontaneity adds an element of authenticity and adaptability that resonates with listeners. It allows you to address questions or concerns in real-time, demonstrating your expertise and building trust.
Let’s say your prospect asks an unexpected question or interrupts you in some other way. How are you going to react? The way we act in unfamiliar situations has a big impact on how people form opinions about us. They may just be testing you, or have a peculiar personality quirk. Either way, to keep their interest you’ll have to be agile and ready to shift gears to keep them engaged while continuing to steer the discussion toward your desired end goal.
Close your presentation on a high note
As the curtains draw close on your spectacular sales presentation, it’s time to leave a lasting impression that lingers in the minds of your captivated audience. We suggest following these simple steps.
1. Summarize
Summarize the key points and takeaways of your presentation, reinforcing your main message in a concise, yet impactful, manner. Consider using a creative analogy or metaphor that drives home the substance of your sales pitch in a memorable way. A well-crafted summary ensures that your audience departs with a clear understanding of your value proposition in a way they can repeat and explain to others.
2. Call to action
Then comes the moment you’ve been building up to – the grand finale of your sales presentation! It’s time to close with a powerful call-to-action that sparks action in your audience. Whether it’s urging them to schedule a meeting, sign up for a trial, or commit to a purchase, make it crystal clear what you want them to do next. A compelling call-to-action fuels the momentum you’ve gained and propels your audience into the next step in the sales journey.
3. Offer additional resources
Want to go the extra mile? Provide your audience with valuable resources that enhance their understanding and keep the momentum going. Share relevant materials, such as research papers, case studies, or links to informative websites. It’s a gesture that shows you’re invested in their success beyond the confines of the presentation.
4. Final thoughts
When it’s time for your closing master stroke, you may choose to go out with a thought-provoking question or inspiring quote. Be bold, creative, and authentic in your approach. While gimmicks aren’t necessary, you may choose to use a surprise element, such as a live demonstration, giveaway, or interactive game, to leave an indelible impression.
5. Addressing questions and objections
As your sales presentation ends, the spotlight often shifts to a Q&A session. This is where you can showcase your expertise like a pro and add the final touches that make your sales presentation an absolute winner. Here are some ideas to prepare for this important but sometimes forgotten portion of the process.
Anticipate potential questions and concerns
As you’re planning your presentation, step into your audience’s shoes and envision what might be on their minds. What questions would you have if you were in their position?
Anticipating their concerns allows you to proactively prepare your answers, demonstrating that you truly understand their needs and are ready to provide reliable solutions. Get ready to handle those curveballs and you’ll win over your prospects with your knowledge and quick responsiveness.
Prepare well-researched answers
When it comes to answering questions, there’s no room for winging it. Thoroughly research your topic, gather relevant data, and equip yourself with compelling evidence to back up your points. Armed with a wealth of knowledge, you’ll exude confidence and leave your audience with a sense of trust in your expertise.
While you don’t want to bombard your audience with statistics in the initial pitch, the follow-up questions are a great place to nerd out and dig into the details. When they’ve asked a question, you can be relatively sure they are interested in gaining more in-depth knowledge about it.
Demonstrate flexibility and adaptability
Sometimes, the Q&A session can throw unexpected surprises your way. Instead of silently freaking out and changing the topic, embrace the opportunity to demonstrate your adaptability, empathy, and sense of humor.
If faced with a question you hadn’t anticipated, stay composed, and acknowledge the inquiry. If you don’t have an immediate answer, offer to follow up after the presentation. Doing this will offer your audience a small sign of your commitment to delivering accurate, up-to-date information.
6. Following up
As the final act of your sales presentation draws to a close, the journey doesn’t end there. Follow-up and feedback are the key ingredients to building long-lasting business relationships, closing deals, and refining your presentation prowess for your next audition. With this in mind, let’s dive into the steps to take after the spotlight fades and the audience gets on with their day.
Send personalized follow-up messages
Keep the momentum going by reaching out to your audience with personalized follow-up messages. Thank them for their time, reiterate the main points discussed, and offer any additional information or resources promised during the presentation. A personalized touch shows your attentiveness and genuine interest in their needs, strengthening your connections and leaving a positive impression.
Offer them another opportunity to buy
Perhaps you and your prospect didn’t come to a final agreement at the end of the sales presentation. It’s likely they need some time to reflect on your offer and decide whether or not it’s right for their business. When you follow up, reiterate your product and pricing structure, so they know exactly what they need to do to move forward with your solution. You don’t need to be pushy, but keep the doorway open and make it as easy as possible for your potential client to walk through it.
Request feedback
Open, honest feedback is the key to ongoing growth and improvement. Don’t be shy about asking your audience for their thoughts and opinions on your presentation. Constructive criticism and valuable insights can provide a fresh perspective, helping you refine your strengths and work on any areas that may need fine-tuning.
Embrace feedback as a learning opportunity, and your future presentations will shine even brighter than before. Implement the suggestions that align with your goals and style, and don’t forget to celebrate the areas where you’ve received praise. With each iteration, you’ll become an even more compelling and confident presenter.
Before we conclude, let’s take a moment to talk about what people often do wrong while drafting their presentations. Here are the most common pitfalls that can completely derail even the most promising sales presentation. Steer clear of these and you’re well on your way to success.
1. Lack of preparation
Insufficient preparation can negatively impact a presentation’s success. Without thorough research and planning, the presenter may struggle to effectively connect with their audience, convey the value proposition, or address potential questions that arise. There’s nothing worse than bombing a pitch because you didn’t do your homework.
2. Poor understanding of the audience
Failing to understand the audience’s needs, preferences, and pain points can lead to a disconnected presentation that doesn’t resonate with the listeners. Take the time to research your prospects before every presentation or be doomed to forever remain a stranger.
3. Too much ego
Presentations are far too often egocentric and all about the company and the product. The problem with this is that the customer doesn’t really care about you, your product, or your service. Customers care about themselves and how you can make their lives better. Remember, to make them the center of your story or risk losing their attention and possibly causing them to hate you.
4. Ineffective delivery
Poor public speaking skills and a lack of confidence can undermine the presenter’s credibility and diminish the impact of the message. These skills can be learned over time, but it’s important to cultivate genuine expertise and a good sense of self-esteem. Take care of yourself, your life, and your work, and this positive energy will come through to any audience that’s paying attention.
5. Text overload
No one wants to read a mass block of text. A presentation should be as succinct as possible or it will risk boring people. Each slide should address one idea or point. When you have too many ideas at once, people are more likely to become distracted and lose interest.
6. Too much jargon
In the world of sales, it’s all too easy to get caught up in statistics, technicalities, and meaningless jargon. Overloading the audience with too much information or complex data can confuse and disengage them, making it difficult for them to grasp the main points. It’s essential to keep your sales presentation simple, understandable, and engaging for each customer. The last thing you want to do is sound like an unrelatable salesperson who might as well be a robot.
7. Lack of storytelling
Humans love to be told stories. There is something innately magical about them that draws us in and holds our attention. Presentations that are only a list of features and functions don’t command as much interest as those that weave a narrative of how your product can add value to a customer’s life. So get out your finest fountain pen and sketch out a story that’s sure to keep them on the edge of their seat.
8. Poor design
People like to look at things that attract them, and those things are usually well-designed. You may not be a gifted artist, but there are plenty of professionals you can find on freelancing platforms, such as Upwork, who will help make your presentation look professional, if you lack the skills to do it yourself.
You may also consider investing in an AI image generator like DALL-E , Midjourney , or Stable Diffusion to help you create the images you need. Nowadays, there are also a profusion of AI slideshow and video presentation generators including Vimeo, Animoto, Simplified, and Movavi.
9. Missing call-to-action
Without a clear and persuasive call-to-action, the audience may not know the next steps to take. You can have the greatest build-up imaginable, but if you miss the punchline, it’s all for naught. To avoid missed opportunities, be absolutely clear about the coming steps at the end of your presentation in order to move the sale and business relationship forward from here.
10. Overpromising and underdelivering
While it’s tempting to promise the moon, making unrealistic claims that cannot be fulfilled only leads to a loss of trust and credibility. Remember that honesty, authenticity, and empathy are the three keys to connecting with your customers. Be straightforward and grounded about what you can do for them and be ready to follow through on what you say.
11. Technical issues
Technical glitches or disruptions during a virtual or multimedia presentation can disrupt the flow and distract from the message. While this is sometimes unavoidable, be sure to have a backup plan in case things go haywire. If you don’t think ahead, you could be caught out on on the sales presentation sea without a lifejacket or any chance of rescue.
Armed with the insights from this guide, you’re now ready to craft and deliver sales presentations that captivate your audience, build strong business connections, and drive sales numbers. Embrace your own authentic voice, let your passion for selling shine, and watch as your audience becomes invested in your vision and ready to follow you to the promised land.
Remember, this isn’t just about delivering information; it’s about crafting a compelling narrative that resonates with each unique audience. So be sure to prepare, practice, and continually refine your presentation as you work through your leads. Be flexible, knowledgeable, helpful, and humble and you’re bound to see your results improve over time.
You have the tools, the knowledge, and the spirit – now go out there and make your mark! Your journey as a skilled sales presenter has only just begun, and with each pitch, you have the chance to close more deals that will make a positive difference in the lives of your customers.
Technical glitches and interruptions can happen, but being prepared is the key. Always have a backup plan, such as carrying a printed copy of your presentation or having digital copies on multiple devices.
Stay composed if a technical issue arises and use humor to defuse any tension. Embrace interruptions as opportunities to engage with your audience and address their concerns. Your ability to handle these situations gracefully will showcase your adaptability and professionalism.
Recognizing and catering to diverse learning styles is essential to keep your audience engaged. Use a mix of visuals, verbal explanations, and interactive elements to accommodate different preferences.
Incorporate hands-on activities, group discussions, or live demonstrations to enhance engagement. By appealing to various learning styles, you’ll create a more inclusive and interactive experience, ensuring everyone benefits from your presentation.
In the digital era, making your presentation collaborative is a valuable marketing opportunity. Incorporate visually appealing slides with shareable content, such as impactful quotes, statistics, or striking images.
Encourage audience participation and offer incentives for social media shares, such as exclusive content or discounts. Utilize hashtags and create a catchy tagline to make your presentation easily discoverable on social platforms. By designing your presentation with shareability in mind, you can extend its reach and attract potential customers beyond the confines of the event.
Building rapport in virtual or remote presentations requires additional effort. Start by acknowledging the virtual setting and creating a warm and welcoming atmosphere. Use your webcam to establish eye contact and convey authenticity. Take a few moments to acknowledge and introduce various audience members to each other.
Throughout the presentation, you may choose to encourage audience participation through live polls, chat features, or Q&A sessions. Find ways to personalize your content to address the unique challenges of remote work or digital interactions. By leveraging technology and adapting your approach, you can forge strong connections with your virtual audience that can rival or surpass in-person communication.
Encountering a difficult audience is a common challenge. Stay calm and empathetic, acknowledging their concerns without becoming defensive. Use data and evidence to back up your claims and demonstrate credibility.
Address skepticism head-on by first acknowledging that you can understand where they are coming from, and next by highlighting the benefits of your solution and success stories of previous clients. Openly invite questions and listen actively to show that you value their input. By remaining composed and confident, you can win over even the most skeptical audience.
Data and statistics can be powerful tools, but too much information can overwhelm your audience. Use visuals like charts and graphs to present data in a clear and visually appealing way. Summarize key findings in short, boldface any bullets used, and focus on the most relevant and impactful statistics.
Remember to provide explanations and interpretations to make the data more accessible and relatable to your audience. Learn how to use storytelling to put data into context and demonstrate its real-world significance to your audience.
The key to being persuasive without being pushy is authenticity and genuine care for your audience. Focus on educating and informing rather than on selling. Address their specific needs and concerns, and offer solutions tailored to their requirements.
Be transparent about the benefits and limitations of your product or service, and always respect your prospects decision-making process. Building trust and credibility through honest communication will make your presentation persuasive without feeling overly sales-focused.
Featured Resources
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- Presentations
How to Create and Deliver a Killer Sales Presentation
Written by: Orana Velarde
A good sales presentation is the key to landing a new client or customer. Present your offers, products and services in a way that will inspire your audience to take action.
With a killer sales presentation template and some tips on how to create one, you’re on your way to a successful sales meeting. Regardless if it’s virtual or in person.
Let’s dive in!
Ready to start working on your sales presentation now? Visme's Presentation Software creates stunning slides that'll keep your audience hooked.
Here’s a short selection of 8 easy-to-edit sales presentation templates you can edit, share and download with Visme. View more templates below:
What is a Sales Presentation?
In short, a sales presentation is a speech with or without a slide deck in which the speaker is trying to sell something to their audience. A sales presentation can be formulated in a number of different ways.
For example, a sales presentation can be a pitch deck . Startups use these to present their ideas to potential investors and get funding.
B2B companies use sales presentations to sell their products or services to other companies. In some cases, a webinar is a sales presentation with an added value proposition.
What a sales presentation isn’t, is a sales report where the presenter gives results on sales activity. Think of a sales presentation as before the sale takes place and a sales report as to what happens after.
Below is a pitch deck presentation template that can easily work as a sales presentation. Simply take out some of the slides and fill in your own company information for the particular offer.
Slides to Include in Your Sales Presentation
Sales presentations have existed for a long time. Millions of people have created, presented and closed deals with sales presentations . Thankfully, there are also people that look at the data.
In this case, the data I’m referring to is the perfect number and type of slides to include in a sales presentation for a higher chance of success. The general consensus for a pitch deck outline , for example, is around 10 slides in this order:
- Introduction
- Market Size and Opportunity
- Competition
- Investment and Use of Funds
Let’s say your sales presentation isn’t a pitch deck to convince investors to fund your startup. If your sales presentation is geared towards selling a particular product or service from your company, it can look more like this:
- Emotion Factor
Do you feel like you might need some help to create a sales presentation? Don’t worry, we’ve got you. Check out the video below to learn how to create a presentation quickly and easily, right inside Visme!
5 Killer Sales Presentation Tips
In order to create a sales presentation that will convert your audience into customers, it needs to be well designed and also well presented. Here are 5 top tips to take into account when creating your sales presentation.
1. Keep It Short
Keep your sales presentation short. You don’t need to write a dissertation about your product or service. In fact, you should create a little mystery and anticipation. Relay just enough information that will pique their curiosity to the point of wanting to know more.
2. Tell a Story
Use storytelling techniques at the start to help your audience relate to your pitch. Try using a fictional character as a starting point to explain how your service or product changed or improved their life or work. Insert personable tidbits that your audience can relate to.
3. Know Beforehand What Your Clients Want or Need
Don’t give a sales presentation to people who won’t be interested in it. Make sure you know what your ideal client and customer really need and want. What are their pain points? How does your offer help them overcome it? Your sales presentation needs to address those and explain in simple language how your product or service is their best choice.
4. Ask Questions and Create Conversation
During the presentation, ask questions to create a conversation with your audience. This will remind them that you are a real person and not a machine. Give them an opportunity to also ask you questions.
5. Don’t Drone a Memorized Speech
It’s definitely a good idea to practice what you’ll say during the sales presentation. But what isn’t so great is to memorize a speech that you’ll then drone out like a middle school play.
When giving a good presentation , it’s important to be calm and prepared. Your body language says a lot about how you feel when relaying the information. Even if you’ve given the same presentation over 20 times to different audiences, make it new every time.
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5 Ready to Use Sales Presentation Templates
Using a template can help you get a good idea of how to set up the slides in your sales presentation. In the end, you might not use the template as is and you’ll change a lot of the elements. But the idea is that a template gets you started.
At Visme, we have a number of sales presentation templates. Here are a few of our favorites.
1. Creative Sales Presentation
This sales presentation template has 16 slides all in a similar style. Choose the slides that fit your vision best and duplicate your favorites. This is the perfect template for the sale of a digital product or service.
2. Event Sponsorship and Booking Sales Presentation
Use this template if you’re selling sponsorship and booking opportunities for an event. It doesn’t matter if the event is virtual or in person, you still need to get people to participate, buy tickets, buy advertising spots, etc.
3. Product Sales Presentation
Showcase your products in the best light. Try out this template to create a sales presentation that sells a specific product. Each slide is designed to present an important aspect of your product, its value proposition and who it solves your customers’ pain points.
Change the colors to match your brand and personalize the messaging easily. Keep critical information accurate and consistent across your presentation using Dynamic Fields . All you need to do is create dynamic fields and input data once , which will appear throughout your slides.
4. Freestyle Modern Sales Presentation Theme
The Visme Modern presentation template isn’t just great for sales presentations. This set of slides can help you create any type of presentation. For a sales directed slide deck, use the slide library categories to find the slides you need.
Not only does this slide library have all the slides you need, but there are also variations of each one. Select the one that fits your content best.
5. Minimalistic Simple Sales Presentation Theme
Much like the modern presentation theme, the simple presentation theme has over 300 slides in over 20 categories. You simply have to select the sides you need, then choose the composition of the elements you like best.
Finally, add your own information and data to finalize your sales presentation deck. Don’t forget your brand colors, a few storytelling tidbits and a clear value proposition.
Design Elements To Use In Your Sales Presentation
Sales presentations created with or without templates can benefit from a number of design elements. These are tools that will help you visualize the information for your pitch. From charts to infographic widgets, everything is at your disposal with Visme.
Let’s take a quick look at some of them.
1. Content Blocks
Creating visual content with content blocks is much easier than starting from scratch. We use the same principles as our presentation themes to create ready to use content blocks.
There are a number of design options when it comes to content blocks. For example, header and text, stats and figures, graphics and text and diagrams. You also have to ability to save your favorite and most versatile blocks in a library to use for all your future presentations.
Visme content blocks are available on the left-hand toolbar of your editor. In the “Basics” button at the very top of the list.
Visme icons come in all shapes and sizes. From static line icons to animated full-color isometric illustrated icons. All are color customizable and easy to resize. Making them fit your brand is seamless and intuitive.
Use icons instead of bullet points, as a replacement of unnecessary text, as a way to create a visual flow, or as a decorative element. Icons are your best friend when creating visual projects.
3. Characters
Include personable characters along with your content blocks and other design elements. These characters will help create a relatable environment for your audience, making it easier to sell your products or services.
The Visme characters can be static or animated. Customized in terms of color, pose and repetition of action. They work great to explain certain concepts and ideas that need a visual push to come across.
4. Infographic Widgets
Infographic widgets are great design tools for visualizing small data sets. Use groups of these to visualize individual statistics and information that will help sell your product or service.
Customize the color and dimensions easily to fit in with the rest of your project.
Visualize location information with customizable interactive maps. Choose between counties, states, entire countries or regions. Enter data for your map with a Google sheet or do it manually.
Visme maps can be as simple as a color outline to a multicolored data map with a legend and interactive pop ups.
6. Charts and Graphs
Very few sales presentations can get away without a minimum of charts and graphs. The Visme graph engine has a wide variety of options to create line charts, bar graphics, scatter plots and more.
You only need to input your data once and the graph engine shows you different options to choose from. Select the one that makes your data the easiest to read and doesn’t confuse the audience.
7. Special Effects
Adding special effects is a great way to add visual value to your slides. Motion graphics shapes and backgrounds will make your sales presentations more interesting to look at. These are great for sales presentations that don’t accompany a speech or elevator pitch.
How To Create a Sales Presentation in Visme in 9 Steps or Less
It’s easy to design a sales presentation with Visme. The design elements and information visualization tools will help you put together a memorable sales presentation that will seal the deal.
1. Create an Outline
Before you start designing any slides, you’ll need to have all your information in an easy to follow outline document. If possible, separate the sections into what will go on each slide. This will help save you time when you’re actually in the editor creating the presentations.
Remember to keep the information per slide as short and sweet as possible. You’re looking to convince and convert, not teach a masterclass.
2. Choose a Template
Once you have all your information ready to go, it’s time to sign in to your Visme account and choose a template. Browse the ready-made templates or select one of the three themes which are more like builders.
When you pick a template and then you realize it’s not what you needed, changing for another one is easy from inside the editor. Set up as many slides as your outline calls for.
Presentation Templates
Ecommerce Webinar Presentation
Buyer Presentation
Company Ethics Presentation
Technology Presentation
PixelGo Marketing Plan Presentation
Work+Biz Pitch Deck - Presentation
Create your presentation View more templates
3. Select Images and Graphics
All the photos, icons and illustrations inside the templates are free to use. As are all the ones in the Visme graphics library. Simply use the search function to find what you need. All icons and illustrations are customizable to match your brand colors.
If you have brand or company visual assets ready to use, upload them to your media library and add it to your canvas.
4. Input Your Information
Add the content from your outline into the presentation. Go slide by slide so you don’t miss anything. If text boxes change sizes, use the sizing function to readjust how text fits on the slide.
5. Customize Slides to Add Brand Assets
Change the color theme to match your brand. Prepare your Brand Kit first with a color palette and color theme with your brand colors. Then in the editor, change the template colors as you wish.
To change the fonts, select the text and add the new fonts in. You can upload your own brand fonts or use one from our long and varied collection.
6. Add Data With Data Visualizations
Use the Visme Graph Engine to create charts and graphs to add to your sales presentation. If the template you selected already had charts and graphs, simply customize to fit your data and story.
Add infographic widgets for small data sets or small tidbits of statistical information. For example, percentages and arrays.
7. Add Interactivity, Animation and Narration
If you’ll be sending the sales presentation on its own without your speech accompanying in, consider adding interactivity, animation and narration for your audience to feel connected to the slides.
Alternatively, you can have two versions. One without these elements to accompany your spoken speech and an interactive version to send to potential clients after you’ve talked to them.
Interactivity can be buttons that open popups, websites or navigate to other slides. Animation can be achieved with animation effects on any element or with animated icons and characters. Add narration to your slides so your audience will have an easier time following along.
8. Use Presenter’s Notes
When presenting live to an audience, take advantage of the presenter's notes function. These are notes and reminders that only you can see on the slides as you go through the sales presentation.
They will help you stay on track with the story, will give you cues for when to ask questions or insert a humorous comment. Use these as support, not as reading points.
9. Share Your Sales Presentation With a Link or Download
Your sales presentations can be shared in a number of different ways. Share it as a live link, download as HTML5 to share offline with all the animation and interactivity you added. Download as a PDF to share as a static presentation or to print in a booklet.
Share your sales presentation easily in a Zoom or Google Meet call by sharing your screen and sending a copy to your attendees.
Your Turn to Create a Killer Sales Presentation with Visme
Now it’s your turn to create a sales presentation. We hope you’ll try Visme to see just how much you can do with the tools at your disposal.
Check out all the sales presentation templates to get started. We think you’ll never want to create a presentation anywhere else.
Create beautiful presentations faster with Visme.
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About the Author
Orana is a multi-faceted creative. She is a content writer, artist, and designer. She travels the world with her family and is currently in Istanbul. Find out more about her work at oranavelarde.com
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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 the best sales presentation ever, 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 doesn’t use visualized sales presentation themes – it’s 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, even the best sales presentation ever requires 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 a sales presenter create professional, tailored presentations that enhance your sales strategy. Try Pipedrive free for 14 days .
How (and why) to use storytelling in your sales presentation
Use stories in your presentations to help people remember and relate to your brand.
Statistics, facts and figures can help when you’re trying to persuade a prospect to become a customer, but they’re more impactful if you can frame them with a memorable story.
For example, tell a story about a customer who faced the same challenges as your prospect and supplement it with powerful data, they are more likely to listen and want to know more.
Human beings have a deep relationship with storytelling. Stories move, teach and, in a sales context, persuade audiences.
Chip Heath, a Stanford professor and the co-author of Made to Stick , demonstrates the importance of storytelling by doing an exercise with his students. He divides them into groups and asks them to deliver a one-minute persuasive pitch based on data he’s just shown them.
After the pitches are delivered, he asks the class to jot down everything they remember about them. Although most students use stats rather than stories, 63% remember the stories, while only 5% remember an individual data point .
The stickiness of stories makes them a useful tool for developing a sales presentation outline. They help prospects understand and remember the key points of the presentation and your product.
Thomas Dredge Sales Manager, Particular Audience
Start with a problem (and a deadline)
Your presentation is about the solution you’re offering your prospects, but it shouldn’t start with that solution.
Instead, lead with the problem your solution was designed to solve.
“ Value selling is key,” says Bradley Davies, business development at Cognism . “It is important to understand your buyer and tailor their journey to what you can do for them.
“First, you need to understand what is motivating them to have a discussion, which allows you to identify their pains and present how your offering solves their pains. Everything presented to a prospect should be based on the value for them specifically.”
You might choose to tell a story that positions your product as the hero, helping the customer vanquish a villain: their pain point.
Your story should be tailored to the pain points of the prospects in the room. For example, a change to their business, industry or the technology they use.
“If an element of your offering is not relevant, then don't distract them from the important features. It will keep them engaged and help to build their user story,” adds Bradley.
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Digging deep to determine customer pain points and make the sale
Create a sense of urgency around your product: It’s a solution to their problem, but if they don’t act now, they could miss an opportunity. Tell a story about what might happen if your prospect doesn’t change, framing the consequences of inaction.
Focus on outcomes
You’ve outlined the problem and, if you’re doing your job, your audience is nodding along. Now it’s time to start talking about the solution.
However, that doesn’t mean you should launch into the features and benefits of your product just yet.
Rather than presenting your product, a good sales presentation draws a picture of what life could look like for a customer once they start doing things differently. How will their workload or productivity improve? What will they be able to do with additional time and resources? How will they reduce spending and increase revenue?
From there, introduce your solution and the features that can make this brave new world possible. Do this in a few ways:
Position your features against the old way of doing things
Present those features as “superpowers” that will solve your prospect’s problems
Compare those features to competitors’ features
Quantify the value your features bring vs. the cost of doing nothing
Use a combination of some or all of the above
Creating a winning sales presentation slide deck
Most sales presentations include a slide deck to deliver facts, case studies and statistics that convey the value of your solution.
A corporate presentation showing new promotions can be a powerful tool to engage prospects and keep them interested in your product or service. Highlighting key promotions and offers ensures your audience knows exactly what value they can gain by choosing your business. When preparing a corporate presentation showing new promotions, focus on how these offers align with the needs and challenges of your audience. Tailoring the promotions to the specific interests of your prospects can drive excitement and motivate them to take action.
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. Need help? Enter your email in the box below to request some sales presentation templates.
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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.
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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 sales pitch 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: This selected deck of the best presentation examples 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 23, 2015
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.
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