when planning an effective sales presentation a salesperson must

10 Best Sales Presentations To Inspire Your Sales Deck [+ 5 Tips]

Published: August 17, 2022

While many salespeople focus on making their sales decks flashy, fun, and exciting, they do little to ensure that their presentations address the prospect's top concerns and offer an irresistible solution.

sales rep uses sales deck during presentation with prospects

As a result, many presentations are met with wishy-washy responses that drag along the sales process and waste valuable time.

What does a great sales deck look like? We'll take a look at some of the best, and provide tips for creating your own stellar sales deck and presentation.

What is a sales deck?

A sales deck is a slide presentation (e.g., PowerPoint, Keynote, etc.) used to supplement a sales pitch. The sales pitch, given by a salesperson to a prospect, often includes an overview of the product or service, offers a value proposition and solution for the prospect, and includes examples of success stories from other clients.

The primary purpose of a sales deck and presentation is to introduce a solution (ie, your pitch ) that ultimately leads the prospect to purchase from your company.

If you've done everything right during the discovery process — digging deep into your prospect's challenges and understanding exactly what they need — only to get a noncommittal response, then your presentation needs some major adjusting.

when planning an effective sales presentation a salesperson must

10 Free PowerPoint Templates

Download ten free PowerPoint templates for a better presentation.

Creative templates.
Data-driven templates.
Professional templates.

Download Free

All fields are required.

You're all set!

Click this link to access this resource at any time.

Sales Deck vs Pitch Deck

A sales deck is a pitch meant to convince a prospect to make a purchase by showcasing your product features, benefits, and value proposition.

A pitch deck , on the other hand, is usually created for investors who want to learn more about your company, vision, products, financials, and target audience. Think of the pitch deck more like a synthesized version of your business plan.

Ready to see some sales deck examples? Here are a few of the best, in no particular order.

Sales Deck Examples

UpstartWorks
Attention Media
Leadgeeks.io

1. Leadnomics Sales Deck by Katya Kovalenko

Leadnomics has done something few companies successfully do in presentations: Showcase their brand identity.

The internet marketing agency hired a designer to create a sales deck that reflected their sleek, techie brand.

So while prospects learn about Leadnomics and what it offers, they can also get a peek into what it represents as a brand.

2. UpstartWorks Sales Deck by BrightCarbon

This slide deck for UpstartWorks starts with an image of the road to success, followed by a value proposition and a list of benefits buyers can enjoy from working with the company. They provide an overview of what they deliver to customers, who their clients are, and the results their customer base has seen.

The sales deck touches on all the key points a sales presentation should cover. And when it includes graphics and logos, they are clearly organized and not cluttered.

3. QS Sales Deck by BrightCarbon

QS , a platform that ranks colleges and universities, effectively uses icons and visuals throughout its sales deck to communicate its messages. At just a few slides, this is one of the shortest sales decks featured on this list.

If you’re going to make your sales deck short, make sure the information you include gets straight to the point, and be sure to front-load the most important information.

In terms of content, QS showcases its features, value proposition, and client impact.

4. Attention Media Sales Deck by Slides

Attention Media , a B2B creative agency, hired a presentation design agency to create a sales deck that features statistics and reasons businesses should work with them.

Key figures and messages are either in a bold, large, or bright font to make them stand out from the rest of the text.

While their slide deck is on the shorter side (the typical presentation is around 10 to 15 slides ), they include intriguing visuals and statistics that grab attention and keep viewers interested.

5. Freshworks Sales Deck by BrightCarbon

Freshworks is a B2B software platform that promises an all-in-one package for businesses. Its sales deck emphasizes simple text and organization. The problem and solution are introduced using graphics, which makes the text easier for readers to prioritize.

They include a dedicated slide to their mobile app, one of the product’s key differentiators and most salient benefits. The following slides provide a step-by-step walkthrough of how customers are onboarded and what they can expect on a regular basis.

Since the slides aren’t text-heavy, the salesperson can easily elaborate and answer any questions the prospect might have.

6. Soraa Sales Deck by BrightCarbon

Soraa , a lighting company, starts its sales deck with a visually appealing table of contents that contains three items: “Quality of light,” “Simply perfect light,” and “Why Soraa?”

The brand then dives into what its prospects care about most: How the light will look in their spaces and how they can apply Soraa’s offerings to their specific use case. It sprinkles in the benefits of using Soraaa as a lighting supplier. And it does this all while maintaining its strong branding.

7. Planetly Sales Deck by OCHI Design

The first thing Planetly does in its sales presentation is present an eye-catching statistic about customers wanting more eco-friendly brands. Then, they present the reasons behind that data.

The deck doesn't overwhelm prospects with too much text, opting for more graphics and visuals instead. It introduces a hard-hitting stat about the problem their prospect is facing, engages them by asking a question, and provides a solution to the issue.

The slide deck continues to outline specific product details and what sets the solution apart from others, ultimately leading to a slide that represents the expected outcome for the prospect.

8. MEOM Sales Deck by Katya Kovalenko

What you’ll first notice when scrolling through MEOM's sales deck is that it’s straightforward and easy to scan.

The brand kept it simple with their deck, making it easier for consumers to take in the information. Too often, companies overload their decks with information, and by the end of the presentation, consumers can’t remember anything.

On every slide, MEOM has one main message with supporting information in smaller font. In addition, the brand incorporates a detailed look at one of its staff members — a powerful tool when trying to attract consumers.

9. Leadgeeks.io Sales Deck by Paweł Mikołajek

Sometimes, the best way to explain a concept is through a series of process maps and timelines. In this sales deck, Leadgeeks.io takes this approach to explain its product process and onboarding process.

This method helps consumers visualize how this software will help them reach their goals and how they can adopt it at their business.

10. Accern Sales Deck by Katya Kovalenko

Similar to Leadnomics, software company Accern puts its branding at the forefront of the sales deck.

In addition to the use of design to make the sales deck stand out, Accern also highlights customer case studies in its deck, another form of social proof that shows the success other customers have found with this tool.

Each of these presentations provides a general overview of the products, problems, and solutions, and they can easily be tailored and customized to each prospective company. A custom presentation not only piques the prospect's interest but also increases the likelihood that they'll buy from you.

Curious as to how you can word your presentation during your meeting with prospects? Below, we go over the best examples we’ve seen so far.

Download Now: Free Elevator Pitch Templates

E-pitch templates to better sell your product, fund your business, or network.

4 Fundraising Pitch Templates
2 Networking Pitch Templates
2 Sales Pitch Templates

Example Sales Presentation

While there are plenty of videos online on how to deliver a sales presentation, there aren’t quite as many live sales presentations to watch.

That’s because sales presentations are delivered in the privacy of a meeting between the sales rep and the prospect, and are often not recorded with the intention of sharing online.

As a sales rep, though, you have an excellent resource for inspiration: explainer videos. Companies publish explainer videos to pitch their products to qualified leads. (Sound familiar?) Use the below examples to hone your own pitch to buyers, and pay close attention to the structure of each video.

This explainer video for Leadjet starts with an urgent problem: Finding leads on LinkedIn and moving them to a CRM loses valuable time and minimizes lead opportunities. Leadjet then presents its product as the solution.

The video jumps into the benefits users can enjoy, such as synchronizing conversations over both your CRM and LinkedIn, keeping the lead status updated, and adding custom details. In this video, Leadjet follows the ideal sales presentation structure: problem, solution, and benefits.

2. Node Influencer App

The Node influencer app allows small business owners to connect with influencers on social media. It starts its video with a simple question: “Looking to promote your brand with social influencers?” The presentation effectively identifies and addresses the target market before pitching the product to viewers.

This presentation is more tutorial-based, making it ideal inspiration if you’re creating a sales deck for someone who’s closer to making a decision. People most often want to see actionable demos when they’re ready to choose a provider.

This explainer video from Upsend, a former customer service software, begins with a problem: Most customers want instant responses to their queries, but customer service systems can be expensive for new companies. Enter Upsend.

The presenter addresses the target market — startups and small businesses — while assuaging their concerns about budget. In addition, it covers the most important features of the platform and the end result for the user. If Upsend were still available, this would be a product a new business would immediately want to add to their tech stack.

4. Algoplanner

Within a few seconds of the start of this presentation, Algoplanner drives home the critical urgency of adopting a supply chain software. It uses a scary number to pull your attention, citing a possible “loss of millions of dollars” if you fail to adopt the right tool.

It then introduces its product with a breakdown of what the software can do for users. Plus, it provides powerful stats to back up its claims, including that users can reduce automation development costs by 80%. The call to action at the end is powerful and simple, telling viewers to schedule a demo.

Sales Deck Presentation Tips

Ready for your presentation? Sticking to these five simple sales presentation guidelines, recommended by Marc Wayshak , will help you blow your competition away while dramatically increasing your chances of closing the sale.

1. Lead with solutions.

Have you ever met with a prospect who was excited about your product or service – and used your presentation to keep on selling? This is called over-selling, and it's the leading cause of death for sales presentations.

When you start your presentation, first lead with solutions. Don't talk about the benefits of your product's features or tell the prospect how great your company is.

Simply dive into how you're going to solve the deepest frustration your prospect is facing right now.

2. Incorporate case studies.

Once you've addressed the specific solutions you can provide to the prospect, it's time to add some color to your presentation.

Turn your sales presentation into an engaging story by sharing case studies of similar prospects and the results they've achieved with your help.

This step is important for building trust and credibility with the prospect. At the same time, case studies bring your solutions to life in the real world, making your presentation more engaging.

3. Ask for feedback throughout.

Most presentations are a one-way monologue by the salesperson. This approach is boring – and it's certainly no way to connect with a prospect.

Instead, ask short questions throughout your presentation like "Does that make sense?" or "Can you see how this would work for you?" Asking for feedback periodically ensures your prospect stays on the same page.

4. Welcome interruptions.

If you want to close more sales, you have to care about what your prospect is thinking throughout your presentation.

Any interruption is the perfect opportunity to find out. 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. Never ignore signals just to stay on a roll and conclude your point. Invite prospects to ask their questions or share their concerns.

The opportunity to respond to those concerns is always more valuable than whatever you were about to say.

5. Wrap it up quickly.

Your presentation should be ASAP: as short as possible.

It's natural for salespeople to get excited about what they have to share, but this causes most of them to ramble on for far too long.

Prospects only care about themselves and their challenges. Present the information they'll be interested in and nothing more.

Practice your next sales presentation with a colleague or friend and ask for their honest feedback on its length.

Sales Deck Template

Ready to start creating your own sales deck? Get started with these free templates .

It includes ten Powerpoint templates, each with a different focus.

hbspt.cta._relativeUrls=true;hbspt.cta.load(53, '2d0b5298-2daa-4812-b2d4-fa65cd354a8e', {"useNewLoader":"true","region":"na1"});

How to find a sales deck template.

Haven’t found what you’re looking for? Here are additional resources to find a sales deck.

This presentation platform allows you to pick from hundreds of templates and fully customize the template you choose. The best part? It’s free and offers premium packages for teams who want analytics, multiple users, and live video collaboration.

On this graphic design platform, you can search through countless presentation templates and customize them. Canva also offers extensive collaboration features, such as file sharing and commenting.

Get Inspired With These Sales Presentations

When delivering a sales presentation to a prospect, you can do so with the knowledge that thousands and millions of others have been in the same position as you. Luckily, we can see their work online to guide our sales deck creation process. Use these decks to structure your own, and you’ll be well on the road to closing more deals and exceeding your quota.

Editor’s Note: This post was originally published in April 2019 and has been updated for comprehensiveness.

Don't forget to share this post!

15 Sales Presentation Techniques That Will Help You Close More Deals Today

9 Ways to End Your Sales Presentation With a Bang

7 Apps That Help Salespeople Become Even Better Speakers

7 Secrets of a Winning Capabilities Presentation

Insight Selling: The 8-Slide Framework for a Better Pitch

The Best Work-Appropriate GIFs to Use in Your Next Sales Slide Deck

How to Make a Business Presentation in 7 Easy Steps [Free Business Presentation Templates]

The 8 Types of Presentation Styles: Which Category Do You Fall Into?

How to Handle Difficult Sales Calls Like a Pro

Technology Give You the Middle Finger in a Demo? 7 Reactions to Avoid

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

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.

Close CRM does all this—and so much more. Watch our demo or try Close free for 14 days.

Discover our latest free sales tools powered by AI

Learn from the sales pros with our free sales guides.

0 comments

Effective Sales Presentations: Techniques for Impactful Communication

By Hanson Cheng

May 20, 2024

minute read

Last Updated on May 20, 2024 by Hanson Cheng

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

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

Effective Sales Presentations

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

Understanding the importance of sales presentations

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

Sales presentations are useful tools for:

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

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

Characteristics of impactful sales presentations

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

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

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

Preparing for an Effective Sales Presentation

Setting clear objectives.

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

Analyzing Your Audience

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

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

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

Researching Your Product/Service

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

Designing an Impactful Sales Presentation

Structuring your presentation.

A good structure is key to a compelling sales presentation.

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

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

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

Visual Aids in Sales Presentations

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

Crafting a Compelling Story

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

Delivering the Sales Presentation

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

Building rapport with the audience

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

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

Communicating effectively

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

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

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

Overcoming objections

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

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

Evaluating and Improving your Sales Presentation

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

Seeking Feedback

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

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

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

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

Learning from Successful Presentations

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

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

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

Constant Practice and Refinement

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

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

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

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

Recap of techniques for impactful communication in sales presentations

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

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

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

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

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

The future of sales presentations

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

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

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

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

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

Effective Sales Presentation – FAQs

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

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

2. How crucial is storytelling in sales presentations?

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

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

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

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

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

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

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

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

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

Thanks For Reading!

You can get more actionable ideas in my newsletter.

I'll give you info on actionable ideas to grow and cool things that are getting me excited. Enter your email and join us!

Hanson Cheng

About the author

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!

11 Essential Sales Presentation Tips To Close The Deal Faster

The truth is, to sell a large quantity of any product, there is a set of steps everyone needs to follow. This process is familiar to many, including street vendors who use it easily.

Yet, it often goes unnoticed by many of us sales professionals, despite its potential to significantly impact sales success! To secure bigger and better deals, learning effective sales presentation techniques is essential. These skills can help you close deals quickly and with more confidence. For guidance on enhancing your presentations, keep reading on for more valuable strategies.

What is a Sales Presentation?

Sales presentations vs sales pitches: what’s the difference, the importance of effective sales presentations, what makes a good sales presentation, 11 effective sales presentation tips, 7 effective sales presentation skills every sales rep must have.

Understanding what makes a good presentation begins with understanding the sales presentation definition ;

‘a talk giving information about a product or service that you are trying to sell, intended to persuade people to buy it:’.

A sales presentation is a meeting between an individual salesperson or sales team and a company. They attempt to persuade key stakeholders to close the deal by displaying the offerings’ capabilities, benefits, and features . They must align with your prospective client’s needs to achieve the desired outcome, which usually requires extensive planning and preparation.

A sales presentation is kind of like a more complex version of a sales pitch. They are comprehensive and tailored for significant deals that require in-depth discussions among multiple decision-makers. They play a crucial role in scenarios where the stakes are high and collective decision-making is essential.

Sales presentations are more detailed than a quick sales pitch. They’re part of a longer sales cycle, usually for significant deals. These presentations often require demonstrating the product or reviewing the sales proposal in detail. They often demand a higher budget. This covers not only the presentation, which often lasts an hour, but also the necessary preparation, scheduling, and rehearsals. Moreover, sales presentations often involve a team, not just one person. Everyone needs to work together as a team to understand and execute the plan.

Navigating the landscape of sales pitches can be transformative for your sales strategy. Choosing the right pitch type can make all the difference, whether it’s a brief chat or a formal meeting.

Here’s a deeper dive into the nuances of each pitch type and discover examples and templates that bring them to life.

What are the 5 Core Elements of Every Sales Presentation?

1. research.

You’re giving a sales presentation because you can solve a prospect’s problem. However, you mustn’t start the sales presentation with the solution. Rather, start on the problem itself and the subsequent challenges and pain points your prospect experiences because of it.

Prospects don’t see solutions or features; they see the value that comes with a suitable solution. That’s why you need to research prospects to understand what motivates them thoroughly. Understanding your customers’ challenges is key. As you learn more about their operations, you can customize their experience to offer solutions that truly add value.

2. Storytelling

Stories help prospects visualize the value of your offering . That’s why choosing a few stories to use in your sales presentations can resonate with your prospects. This approach is effective when you’ve thoroughly researched and understood their unique requirements.

3. A Value-Proposition

“What’s really in it for me?” – that’s what every prospect wants to know. Every prospect is looking to understand the benefits they’ll gain. They want to know why your product or service is worth their investment.

Suppose you can’t convince someone else that your product or service offers better value than your competitors. In that case, there is no point in wasting any more time trying to sell your solution. You’ll only ever hear, “We’ll be in touch.”

Always ensure you arrive prepared with a value proposition . It should explicitly state how your company’s product or service benefits prospects. For example, you can always follow the “value proposition formula.” To get started: [Company name] helps [target audience] with [services] so you can [benefits].

Prospects are more likely to move on to the next step when they see proof that others have gained from your solution. To achieve this, ensure you have plenty of social proof available from the get-go when meeting with your prospect. Overall, any proof of your effective solution helps answer the “how can I believe you” question from prospects. To do so successfully, consider sharing evidence such as:

Client testimonials: Enhance your credibility impact with reasons other customers love doing business with you.
Research data: Use industry expert quotes to create bridge statements from your features and benefits.
Product comparisons against key competitors: Tell them why your solution is better.

5. A Call to Action

Last but not least, an effective sales presentation requires a strong call to action at the end to compel prospects to take action. Tell prospects what their next step should be, whether buying, taking internal steps, or trying a free trial.

Crafting a sales slide deck that connects with your audience and clearly presents your value is crucial for a winning sales strategy. It should spotlight your product’s benefits and features while telling a story that matches your prospects’ needs and challenges.

Learn how to create a sales slide deck that supports your pitch effectively and helps you close more deals, leading to more satisfied customers. It has a presentation template outline you can easily follow for your next sales deck.

Create your winning slide deck now.

Mastering the right sales presentation techniques can guide you through meetings and help you close more sales. Check out these methods below to boost your success:

1. Use the “Five-Second Rule”

Prospects have less and less time in this competitive and busy digital world. Capturing a prospect’s attention is hard, but holding onto it is an even harder! Keep the 5-second rule in mind: you have just fifteen to twenty words to capture your prospect’s attention. Ensure your overall opening statement is strong and directly relates to your audience.

2. Talk like an executive

Ideally, prospects will understand your sales presentation after the first minute. That’s why you need to use the appropriate language to address your audience. Not only does it help decision-makers connect with your solution quicker, but it also shows you’re prepared to respect their time.

3. Involve key stakeholders

Use your showmanship abilities and have the prospective decision-makers interact with the product you are selling. Encourage prospects to experience the product firsthand to appreciate its ease of use, softness, or the enjoyment it brings. Focus on its standout feature or benefit. When the customer gets involved, they can imagine themselves using the product, making it easier for them to buy.

4. Present solutions to painful challenges

Begin your sales presentation by focusing on the main issue that your prospect is struggling with. Describe how your product or service solves this specific problem they’re dealing with. Doing so shows them a way out of their current situation and the opportunities they could gain from closing the deal.

5. Make it memorable

When you give a presentation , people will not retain everything you say. Often, we leave it up to chance what our prospects remember from our presentations. By adding certain elements to your pitch, you can guide what sticks in their memory. Keep it simple and direct, ensuring the key points are memorable and impactful.

Visuals : The first element is to help them visualize. Use a visual on the screen that emphasizes one of my key messages. Aim to have no more than three key messages that you want somebody to walk away with. But use visuals to emphasize key points.
Text : Also, put text on the screen, almost like underlining essential words in documents. Use text to highlight important points you want them to remember.
Story : To get your prospect to remember your presentation, include a story highlighting your 3 key points. Wrap them in a story that touches on their emotions and can help them visualize how your solution will help them.
Repetition : By using stories, text, and visuals and repeating your key points, your presentation will stick with the audience. They’ll especially remember the three main messages you want to highlight. Steve Jobs captivated his audience with his effective presentation style. He often used rhetorical techniques and focused on three main points to clarify his message. His presentations always typically emphasized products being thinner, faster, and lighter.

So remember to influence what people remember from your presentation. Use visuals, text, story and repetition.

Engaging presentation principles apply universally, whether delivered live or virtually. Spencer Waldron from Prezi offers insights on keeping your audience engaged. His advice is practical across all types of presentations. His strategies work for any presentation scenario, making sure people hear your message and remember it.

Get the summary here.

6. Prepare valuable insights

Another effective sales presentation technique is to prepare insights ahead of time for your prospects. Insights are accurate understandings of your prospect, your prospect’s business or your industry. These insights come from research, experience, and analyzing data and metrics. They aim to strengthen the relationship with prospects by offering them new ways to enhance and grow their business.

Insight Vs Solution Sellers Comparison Chart, What's their sales approach? How are they different? Which is better?

7. Don’t lead with your differentiators. Lead to them!

Suppose you lead by explaining your solution’s differentiating factors. In that case, you risk not hitting the mark and resonating with prospects about why this is so important. That’s why you should introduce your key differentiators only after the prospect clearly understands your backstory. View your key differentiators as clues you leave for prospects, helping them piece together the overall benefits.

8. Master the art of trial closes

Instead of expecting commitment from a single sales pitch, guide your prospect through a series of smaller steps that lead to the final commitment. A commitment is an obligation or a promise; an incremental commitment would be small, bite-sized pieces or portions. For example, you could ask your prospects to commit to:

Meeting with you again.
Reviewing your proposal.
Introducing you to another decision-maker.
Scheduling a conference call with key stakeholders.
Forwarding a survey to their staff to understand their needs before you propose something.

Overall, the key is to secure a small, easy commitment from your prospect. When followed by consistent small commitments, this initial step gradually leads you to finalize those extensive, intricate deals.

9. Ask for feedback

The easiest way to lose the engagement of any audience is to drone on for long periods. While your words might be compelling, how you deliver them is crucial. That’s why you should start your presentation by inviting decision-makers to ask questions at any point. This open dialogue lets your sales reps gauge if they’re on target or need to adjust their strategy.

10. Ask for the sale

After the prospect understands the product, how it can benefit them, and how easy it will be to implement , ask for the sale . Consider the approach of the sidewalk seller’s case, who asks, “We have it in red, blue, green and yellow. What color would you like?” Determine what closes work best for you.

Also read: 15 Top Sales Closing Techniques To Increase Close Rates

11. Ask Again

If the customer poses an objection, overcome their objection and ask again. Persist even after an initial rejection. Reflect on the sidewalk seller’s tactic when he asks, “What else can you get in Singapore for $10?”. Salespeople often close most sales on the second or third attempt.

You don’t have to sit on a sidewalk with a loudspeaker blasting your every word to employ these techniques. You just need to demonstrate how your product makes life better for your customers. So find a way to get in front of your prospects, and make sure to follow these steps to maximize results.

We’ve already explored effective sales presentation techniques. Let’s recap the sales presentation skills every sales rep needs to close more deals. Discover each skill in detail below:

Research & Solution-Based Questioning

The first stage of preparing for a sales presentation is thoroughly researching your prospect. Skipping this preparation will likely result in the rejection of your ideas. That’s why all salespeople must be keen researchers of their ideal customers. Gather answers and insights about your prospect’s challenges with typical solution-selling questions such as:

What are their most pressing needs?
Do they know their most significant challenges?
What are their aspirations?
What’s stopping them from currently reaching these goals?
What do their customers and stakeholders need and want?
How could your solution help to negate these issues they’re experiencing?
In what way will your solution position your prospect with a market advantage?
How can you accurately communicate the benefits without solely discussing the solution to influence prospects to take action?

The importance of Solution Selling vs. product Selling for effective sales presentations

What does solution selling vs product selling have to do with sales presentations? In product selling, the goal is to convince customers that it outshines the competition. This is why salespeople often detail features and prices to uninterested prospects. This approach focuses heavily on the product’s attributes during sales presentations.

On the other hand, solution selling requires an alternative way of making a sale. Pinpointing your customer’s real-world problem is key. You can then demonstrate how your product is the right solution to solve their problem.

How To Make Compelling & Powerful Sales Demonstrations

A compelling sales demo goes beyond showcasing features. This is a pivotal moment when the prospect truly sees what the product can do for them. Delivering a sales demo that informs, persuades, and excites is a skill that significantly impacts the sale’s outcome. This skill is vital for turning prospects into customers.

Our guide provides detailed steps for planning and executing a sales demo that will captivate and sway your audience.

Get the full detailed steps here.

Active Listening

You must be willing to listen to your prospects first so that they will pay attention to what you say. This involves more than just allowing your prospects to speak; it’s about actively listening to their concerns and feedback.

Sales professionals should be listening 80% of the time and only talking 20% of the time . Allocate half of that 20% to asking questions, leaving just 10% for presenting and explaining your product.

To craft an offering that resonates with your prospect, pay close attention to the details they share about their problem. This tailored approach increases the likelihood of a purchase. Rather than spending time preparing an unappealing one-size-fits-all type of deal.

Overall, effective sales presentations hinge on your body language. Show your prospect that you’re actively listening—through subtle head nods and comments demonstrating understanding and agreement.

Also read: 6 Personality Traits of a Good Salesperson Vs. a Bad Salesperson

Storytelling

Case studies have shown that people are more receptive to stories than almost any other type of communication. Our brains not only naturally crave stories, but we remember them and pass on the meaningful ones to others. That’s why incorporating storytelling into asking for the sale is so effective.

Create a hero with a clear name and personality, facing a practical problem they must resolve. However, you must take great care when deciding how to reflect your intended message. When crafting stories for your customers, ensure your storytelling speaks directly to your customers. Include the same hopes, ambitions, fears, regrets, and disappointments they too possess so they see their own stories reflected in yours.

Ultimately, prospects need to perceive you as self-assured to want to work with you. That’s why all sales reps should be confident in themselves and the solution they are selling. To achieve this, all skilled salespeople must rehearse and fine-tune their sales presentations well before it’s time to present. They practice to ensure that the delivery is articulate and compelling. Alongside employing body language techniques such as:

Eye contact: Shows prospects you’re interested in what they have to say.
Standing/sitting straight: Opens your posture, making your body language warmer and authoritative.
A firm handshake: Always offer a firm but friendly handshake to make a good first impression.
Smile: An effective sales presentation technique for keeping prospects at ease when used naturally as not forced.

Objection Handling

All sales reps should be able to list common past objections and grasp the reasoning behind each one. By doing this, reps can positively frame each response to each objection and practice it for the sales presentation. Continue reading to learn common sales objections and how to overcome them.

Interpersonal & Rapport Building

Interpersonal skills are subtle yet impactful behaviors that help build rapport with prospects. They’re the key to transforming successful sales presentations into lasting, trusted relationships. As the saying goes, ‘People do business with people they know, like and trust.’ So, of course, you need to build rapport – and quickly.

One of the most effective ways to do this is to use your customer’s name and know how to pronounce it correctly. It helps to foster a sense of connection with them because they feel heard. People also kind of love the sound of their names—it’s a simple yet effective way to engage with them.

However, make sure to use their name naturally in the conversation – otherwise, you’ll come off as indigenous. Other types of interpersonal skills include:

Communication style flexing: Different prospects have unique ways in which they prefer to communicate based on their communication style. They typically fall into one of four communication styles based on two factors. Understanding the different communication styles and how to handle each individually can drastically improve your relationship and ability to connect with other people. Furthermore, after fully identifying your prospective executive’s communication style, focus on understanding their decision-making approach. How do you do this? Ask yourself and the prospective executive these questions .
Courtesy: If good manners cost nothing, courtesy is critical for making prospects feel welcome and comfortable.
Understanding the prospect’s viewpoint : This can significantly impact our understanding of their motivations for buying—or not buying.

Engaging with prospects effectively is key to sales success. Doing so will allow you to close more deals and forge stronger business relationships. Building rapport, understanding communication styles, and demonstrating courtesy are just a few interpersonal skills that can significantly impact your interactions with prospects.

Learn the subtle yet powerful strategies that can transform your sales approach and help you connect with prospects on a deeper level.

Discover the strategies here.

Master the art of closing deals remotely

Selling virtually is not a matter of just doing the same old sales pitch but online. You have to be highly organized and have tightly planned out presentations so you don’t leave your prospect bored and disconnected.

Check out our brand new Virtual Selling course to take your remote selling skills to the next level. The course includes 5 checklists, cheat sheets, and guides, and 15+ on-demand virtual selling lessons.

Privacy policy

Sales training.

[email protected]

US 1 (855) 702-1778 Canada 1 (604) 332-1778 APAC +65 3129-2355

Copyright © 2009 - 2024 Soco Sales Training Pte Ltd BRN# 201018007H

The Most Effective Sales Presentation Tips & Techniques

Selling is difficult, but sales presentations can help. This article demystifies the art of creating a winning sales presentation that connects with your customers and increases your revenue.

Dag Hendrik Lerdal

Share this on WhatsApp
Share this on FaceBook
Share this on Twitter

Selling is difficult, but one of the most effective tools sales reps have in their back pocket is the sales presentation. When done right, it’s the key to landing more deals and generating higher revenue for your business.

However, it takes more than throwing together a couple of PowerPoint slides and calling it a day. It requires compelling content and engaging delivery to close the deal.

In this article, we will demystify the art of creating a winning sales presentation that connects with your customers and ultimately drives more sales.

Understanding Sales Presentations

Before we get into what makes a sales presentation “good,” let’s first make sure we’re on the same page about what a sales presentation is. At its core, a sales presentation is a meeting between your sales team and the key stakeholders of your target client company.

The ultimate goal is to convince them that your product/service is the best solution for their business needs. This means you need a clear understanding of their business challenges, solutions, and goals.

What sets a sales presentation apart from a typical sales pitch is the scope and resource requirement.

Sales presentations are usually geared toward going after big-ticket deals and generally have multiple stakeholders that will have the final say. Also, sales presentations will often have a product/service demo so the target customer can see your offering in action.

With so much on the line and so much to gain, a sales presentation also requires more time, money, and effort in preparing and planning to make sure everything goes smoothly.

What Makes a Winning Sales Presentation?

Beyond the speech and visuals, there are five core components that elevate a sales presentation from “nay” to “yay.” These five elements include:

1. Doing Your Homework

Knowledge is power, and it’s even more true when it comes to creating a sales presentation that actually closes deals. You need to clearly understand what challenges and pain points concern your prospects. Then, you can tailor your sales presentation to present how your solution adds value and helps them address these issues.

It requires you to do extensive research into your target company and their industry:

What unique challenges do they face?
What are some issues they might have to deal with later?
How can you help them become more competitive?

By digging deep, you can provide a custom solution that can ultimately get them on board.

2. Telling a Story

Use the art of storytelling to your advantage. Stories are a great tool for helping your prospects visualize and internalize how your solution will work for them. Of course, that doesn’t mean you need to be Stephen King – you can rely on anecdotes from real clients.

However, make sure to keep your story concise and focus on the key points. Showing the real-world potential of your offering carries more weight and helps your prospect see its value.

I love this breakdown by Consultant’s Mind:

3. Highlighting the Value Proposition

Yes, your product has X awesome features and can do this and that. But honestly, your prospect doesn’t care about those. They want to hear what your product can do for them.

How is it going to solve their problems? How will it make their life easier?

That’s what you want the core of your sales presentation to answer. It doesn’t need to be overly complicated, either.

You can simply say, “[Product X] will help [Company A] solve [Pain Point 1] and [Pain Point 2] by doing [Benefit 1], [Benefit 2], and [Benefit 3].”

4. Providing Credibility in Your Sales Presentation

Of course, you can’t just say, “X will do Y,” without having proof to back up your claim. That’s where social proof and data come into play.

Leverage past happy clients to give testimonials to show your product/service provides tangible benefits.

You can also use research data such as statistics, quotes from experts, and product comparisons to give your presentation more weight. For example, saying “X can cut downtime by X%” is more actionable than “Y saves you time.”

5. Including a CTA

Finally, your sales presentation needs a call to action. A CTA pushes the prospect to make the next move by telling them what they should do. It can be contacting you for more info, signing up for a demo, making a purchase, and anything similar.

The goal is to make sure the prospect has a clear idea of what they need to do to move things forward.

13 Effective Sales Presentation Tips & Techniques

Now, let’s move into the meat and potatoes of this article: 13 actionable tips and tricks you can implement into your next sales presentation.

1. Presenting with Confidence in Sales

In the sales world, confidence speaks volumes. No one wants to be stuck dealing with a boring presentation. Plus, when your voice is shaky, and you’re stumbling over words, it puts you and your company in a bad light.

So, how do you deliver your presentation confidently? The key is being well-prepared and knowing your stuff. You need to know your sales material and product like the back of your hand. We recommend practicing your sales presentation as much as you can.

If you want to test yourself, do your presentation without using any of your slides. If you can do that, then you can be confident you can knock it out of the park when it’s go-time.

2. The Five-Second Rule

While sales presentations are considerably longer than a typical sales pitch, the five-second rule still applies. In the digital age, where attention is a commodity, you have around five seconds to capture your target’s attention.

That means the first few words of your presentation need to be impactful. Try opening up with a shocking industry stat like, “Did you know X costs businesses like yours millions every year?”

Whatever you do, remember to make it relevant to your prospect and their goals or challenges. Once you have them on the hook, you can then guide them to the key aspects of your presentation and how your offering is the right fit for them.

3. Leverage Technology like SlideDog in Your Sales Presentations

Gone are the days of boring PowerPoints and WordArt. Take advantage of tools like SlideDog to kick your sales presentation into high gear.

With SlideDog , you can combine all of your sales materials and assets into a powerful, engaging presentation to really wow your prospects.

SlideDog is especially helpful when you need to hop between slides and other assets like your website or SaaS product during the presentation. It’s also great when there are multiple sales reps that need to speak because you can seamlessly swap between their presentation media.

Try SlideDog today for free on Windows and turn your presentations into multimedia experiences!

4. Make Sure You Sound, Look, and Act the Part During Your Sales Presentation

Depending on your prospect, your attire, jargon, and attitude needs to match what your audience will expect.

If you’re dealing with CEOs, CFOs, and other executives, then business wear and a professional tone is probably the right choice. If you’re presenting to tech bros in a more casual environment, then your presentation should reflect that.

When you take this approach, it builds trust and shows that you truly understand them and their industry.

Of course, you don’t need to do it all yourself. Rely on your teammates and their expertise in different areas to create a presentation that connects with each individual in your audience.

As an added bonus, swapping between presenters keeps things fresh and engaging for the audience.

5. Learn to Handle Objections

Objection handling is a core skill every salesperson needs to learn. There are common objections that pop up, regardless of what you’re selling.

Typically, prospects have objections that fall into one of four categories:

Urgency/time

Your goal is to understand your prospect’s reasons for their objections and respond accordingly.

By using past objections from clients and a deep understanding of the industry, you can frame your sales presentation to pre-emptively address these concerns. Just check out this example from Smartwriter :

6. Physically Demo Your Product/Service

Actions speak louder than words, and you should apply this principle to your sales presentation. Providing physical demonstrations gives your audience a real-world example of what your product can do, and they can more easily envision themselves using it.

Plus, it adds a bit of interactivity to your presentation. It also gives your audience a chance to ask pertinent questions during the demo. This is also a great place to throw in examples of how your product/service has helped previous and current clients.

If you have a tablet or other devices you can share with your audience, it’s an opportunity for them to get hands-on experience with your offering.

7. Make Your Presentation Flow

Your presentation needs a logical and seamless flow as you transition between slides and key points.

First, verbal transitions are a must – in fact, I just used two examples with “first” and “in fact.” There are a plethora of transitions you probably learned in school, such as “conversely,” “furthermore,” and “therefore,” to name a few.

However, more advanced transition strategies involve using your body language, speech cadence, emphasis, visual aids, and questions to make it easier for prospects to follow along and understand how everything connects together.

8. Ensure Key Decision-Makers & Stakeholders are Involved

The last thing you want to hear after giving a kickass presentation is, “Let me speak with the district manager and get back to you.”

Make sure the key stakeholders and the person who can say “yes” are at your sales presentation.

On that same note, you want all of them to get hands-on experience with your product/service. Get them involved because when they can picture in their mind how easy your product is to use or how it resolves their issues, it makes it much easier for them to sign off on it.

9. Don’t Be Afraid to Ask for the Deal

After you’ve given your stellar presentation and the customer understands how and why your product benefits them, simply ask them if they are ready to move forward.

There are many different approaches you can take when asking for a sale. You can use FOMO or “fear of missing out,” which plays on the prospect’s emotion of missing out on a good deal or letting their competition get ahead.

Or you can use an analytical approach where you lay out the pros and cons of your solution. Another method is sweetening the deal with a now-or-never discount or freebie.

There are a ton of different close tactics you can use, so find one that will work best for this particular prospect.

9. Don’t Take the First No for the Final Answer

The best salespeople know that it takes two, three, or more tries to close a deal. If you’ve tried to close the deal and got hit with an objection (see tip 5), then give a thoughtful response and follow up with your attempt to close the deal again.

You might need to wait a while. In this case, work on building your relationship and rapport with the prospect.

That way, when they are ready to pull the trigger, you and your product will be the first solution that comes to mind.

10. Keep Your Presentation Tight and Concise

You don’t want to waste your audience’s time, especially when speaking to executives. Make sure your presentation gets straight to the point. Every word, slide, and media should have a clear point and reason for being there. Even your pauses need to be impactful and poignant.

That’s where practicing and rehearsing your presentation is paramount. You can better control the tempo when you know your presentation inside and out. Create an outline and write out the key points you want your prospects to understand.

In your initial meeting and setting up the presentation time, take notes so you have a clear understanding of what your prospects need to know.

11. Own Your Presentation

You need to take the lead and exude confidence during your presentation. Yes, that sounds like a no-brainer since you’re the one giving the presentation.

You don’t want to say “sorry” or “I apologize,” even if it’s warranted.

For example, if your slides aren’t showing properly, don’t say, “I’m sorry for the technical issues.”

Instead, you say, “I will be starting the presentation shortly.”

Another point to keep in mind is to stay away from the ums and uhs in your speech. Not only is it unprofessional, but it gives the impression that you aren’t confident in what you have to say.

Finally, don’t tell your audience what you “think”; tell them what you know. You know your product will solve their problems. You know what benefits your service has to offer.

12. Leave a Lasting Impression

Make your presentation memorable. That doesn’t mean you should expect your audience to remember every minute detail. However, there are things you can do to make sure the key points stay in their mind long after your presentation is over.

One tactic is to use repetition. The details, benefits, and solutions you want them to retain should be mentioned 3 or more times. When Steve Jobs introduced the iPad 2, his presentation repeated the idea of “thinner, faster, lighter.”

Another strategy is the visual aids you use throughout your presentation that revolve around your key points. People hold images in their minds more easily than complex ideas.

Finally, you can use text formatting in your slides to highlight what you want your audience to walk away with. This includes bullet points or bolding and underlining keywords that make those pop out.

13. Expect (and Prepare for) the Unexpected

Lastly, our last tip is to understand that you can’t prepare for every eventuality – but you give yourself a better chance for success by expecting and respecting the unexpected.

There might be technical issues. You might get asked tough questions you aren’t ready for. However, the best presenters roll with the punch and come out swinging.

If you take to heart all of the previous tips, you will be ready to face any challenges that pop up during your presentation.

Wrapping up

Sales presentations can be difficult to master, but when you get them right, they unlock a treasure trove of opportunity. Remember, a successful presentation starts well before you’re in the room, with your slides behind you and your prospects in front.

Be confident, do your research, and take advantage of tools like SlideDog to elevate your presentation to the next level.

And with these tips and techniques in your arsenal, you’re ready to have a successful and fruitful quarter. Happy presenting!

Download the Remote & Live Sharing App!

Remotely control your presentations, chat and answer polls.

Home →
Blog →
Salesperson →

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

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

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

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

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

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

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

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

10-Step Ultimate Sales Presentation

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

1. Prospecting

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

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

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

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

2. Pre-approach/Planning

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

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

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

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

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

3. Approach

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

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

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

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

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

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

Approach Example

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

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

4. Presentation

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

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

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

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

5. Trial Close

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

The trial close allows the salesperson to determine:

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

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

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

Trial Close Examples

Examples of a simple trial close include,

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

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

6. Determine Objections

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

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

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

Determine Objection Example

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

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

7. Handle Objections

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

There are four important points to consider when handling objections:

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

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

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

Handle Objection Example

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

8. Trial Close

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

Trial Close Example

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

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

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

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

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

Close Example

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

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

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

10. Follow-Up and Service

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

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

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

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

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

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

The Ultimate 10-Step Sales Presentation Series

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

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

Join the Conversation

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

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

Category: Salespeople

Your Complete Guide to Customer Retention: Service and Follow-Up (with Examples)

Your Complete Guide to Closing the Sale (with Examples)

Your Complete Guide to Flushing Out Buyer Objections

How to Leverage the Trial Close in Your Ultimate Sales Presentation

Session expired

Please log in again. The login page will open in a new tab. After logging in you can close it and return to this page.

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

How to Create & Deliver a Sales Presentation (+ Template)

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

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

A sales presentation is the act of verbally explaining a product or service and delivering your sales pitch to a potential buyer, usually with the assistance of a sales deck. The ultimate goal of the presentation is to convince the buyer to take next steps with you, such as accepting a proposal. To accomplish this, sales reps follow a key outline that includes sections like the prospect's pain point, how the product or service solves this problem, and a strong call-to-action.

For help crafting your presentation, hire a design expert on Fiverr to custom create an appealing slide deck and write the talking points that will present your offering in the most professional way possible. Freelance gigs start at only five dollars — take a look at your best options below:

How Do Sales Presentations Work?

Salespeople typically give a 20- to 30-minute sales presentation as a lead nurturing activity once a lead has been qualified as a high-value prospect — by this point, you've determined it's time to show them in detail the value of your product or service and recommend next steps. The stage of your sales pipeline in which the presentation occurs depends on your business, but it's usually done toward the end of your sales process as one of the final steps before deal closing.

As you build your presentation's talking points, you'll follow an outline that typically begins with small talk and introductions, then moves on to agenda-setting. The outline will then dive into the problem, your solution and the benefits that it brings, and stories about a current customer who had a similar issue before working with you. Finally, you'll end with a concrete CTA to entice your prospect to move forward with you.

Keeping this outline in mind, there are steps you can follow to first plan the sections of a general outline and then personalize them to each unique prospect, plus templates and software you can use to build a supporting sales deck. It also helps to consider tips to prepare for and deliver the presentation and take a look at examples of quality presentations to emulate.

This article addresses how to create your entire presentation, including building a visual sales deck and creating and delivering your talking points. If you’re looking specifically to learn how to craft a written slideshow, check out our article on creating a sales deck .

Free Sales Presentation Template

So that you don't necessarily need to start from scratch, we've gathered several sales presentation templates for various scenarios and created our own free general sales deck template to help you create a slideshow to complement your presentation. This deck template can act as a base for you or a Fiverr freelancer to customize into your own deck according your needs and presentation outline. It also comes with recommendations for specific written content to put on each slide.

Now that you have a template to work from, let’s look at the key elements all salespeople should use to structure their sales presentation.

Common Sections of an Effective Sales Presentation

Regardless of your business or customer, there are some common elements to include in your sales presentation to make it as effective as possible. Where in the presentation or deck you place each element is up to you, as there are slight strategic advantages to different arrangements, but the outline below is the best place to start so you can sucessfully give a presentation and communicate your sales pitch .

Here is the common structure of a sales presentation, plus how to communicate each section:

Small Talk & Intros

Solution & benefits, social proof.

As people enter the meeting, take five minutes to build rapport and engage your prospect in light conversation by asking them personal or professional questions like “Last time we spoke, you were working on {project} . How’s that been going?” Small talk like this gets everyone comfortable and in a good mood.

After the conversation has run its course, thank your audience for attending, then briefly introduce (or reintroduce) yourself and state your company's elevator pitch . Bring up relevant credentials or experiences that will paint you as the right person or team to help them in this area. Then, ask each person in the audience (if there are five or fewer) to say their name and job title. All of this should take another 3–5 minutes.

Before you start flipping through slides, set the agenda in three sentences so the audience knows what to expect. When they know what’s coming, they're on the lookout for the elements and topics you mentioned. This increases their comprehension and engagement. Plus, stating an agenda makes you look organized and professional.

Use the "purpose, benefit, check" method when setting the agenda:

State the Meeting’s Purpose: Preview the main topics you'll be covering. “We’re here to go over how {product or service} can help you overcome {problem or challenge} .”
List the Benefits of Attending: Explain how the prospect will benefit from being here. “Besides learning about our solution and how to use it to reach your goals, you’ll also come away with valuable industry insights that will change the way you think about {topic} .”
Check for Alignment: Make sure you’re all on the same page with a simple check. “Does that sound like a plan?”

Once your prospect agrees, you can dive into the problem.

Talk about your prospect’s problem that you found during your discovery call or another method. Mention what you believe is causing it and the negative consequences the prospect will experience if they let it remain unsolved (including any relevant statistics). Because the problem is likely why your potential customer is in the meeting, dedicate five minutes to laying out their pain point and discussing it a bit if your prospect has anything to add.

This could sound like "During our discovery call, you said you're trying to reach {goal} but you've been experiencing {challenge} . It sounded like your main concern is {implications} , and the problem is stemming from {issues/pain points} . Anything I'm missing?"

In a few sentences, tease three benefits they could enjoy if they simply solved this problem. Paint this better world as desirable and free of the pains caused by their current problem. Then, introduce your product or service and take two minutes to explain how it solves the problem and helps reach the promised land.

For example, "If you were to solve this pain point, you could {benefit 1} . {Product or service} is designed to {high-level purpose/benefit 2} for {role or company type} so they can {more impactful action/benefit 3} . Specifically, it does this by {product/service overview} ."

If you'd like to dive deeper into how your product works, you could extend this to a 15- to 20-minute product demo instead of a two-minute overview. Plan this beforehand so as not to run over the time you've allotted.

If there are specific ways in which customers similar to the prospect have used the solution to their advantage, share them in the presentation. This can include social proof like testimonials, case studies, and anecdotes to show how buyers love your solution.

A good way to state this is "One of our longest clients is {similar company} , which {brief, relevant company description} . Before working with us, they were also having {similar problem} , but they've solved it by using our {feature and brief explanation} . I could see your team loving {feature} , too."

Your relationship with the prospect, the amount of people in the room, and the price of your product or service will determine how you end your presentation and make your ask. If you're presenting a pricey B2B solution to three executives, your CTA will be different than if you’re presenting a B2C product to a 1,000-person audience.

Here are three ways to close your presentation:

Strong CTA: Make a direct ask like “Over 500 satisfied clients are currently using our solution to {function/benefit} . Are you ready to join them?” or “Are you ready for us to draft up a proposal so you can rid yourself of {pain point} once and for all?”
Open-Ended Question: Ask an open-ended question that will prompt them to think about and discuss their key takeaways. For instance, you might ask, “How did I change the way you think about {topic} ?” Higher-priced items that need further evaluation use this.
Objection-Response Question: If you sense any objections lurking behind their eyes, ask, “Based on what you’ve just heard, what would hold you back from buying today?” Then, you can address the concern or hesitation while you have them in the room.

In almost all cases, it makes sense to end your spoken presentation by inviting the prospect to ask questions, either before or after you give a CTA such as accepting a business proposal .

As we've shown above using bolded prompts, it's a good idea to create a standard outline of your presentation and generally what you'd like to say to every prospect, then use that as a script template and leave room for personalization to each prospect. This helps you stay on track and sound confident while making the prospect feel as if the presentation were developed just for them.

How to Create a Winning Sales Presentation

Before delivering your sales presentation to a room full of buyers, you have some preparation to do. This includes creating the bones of your presentation, personalizing it to your prospect, and designing a sales deck to support your talking points. Check out the slider below for an overview of each step, or dive right into steps and how to do each.

Craft a General Presentation

First write an outline of the sections and topics you want to cover in every presentation, including a script template to guide your words.

Personalize the Presentation

Learn about the attendees via a discovery call and independent research, and tailor your presentation to the prospect.

Gather Supporting Materials

Gather relevant marketing messaging, photos, data, and anything else you’ll need to deliver your personalized presentation.

Create a Personalized Sales Deck

Build out the visual slideshow you’ll use during your presentation.

1. Write Your General Presentation Outline & Script

First, incorporate the common sections of a sales presentation outline — write the main points you want to hit and a general sales script of the words you want to say, but leave room for personalization to each prospect. You can either write this outline from scratch or start with a sales presentation template .

Here is a potential outline of the spoken portion of a sales presentation:

Small Talk and Introductions: Build rapport, thank your prospect for attending, and introduce yourself and your business using an elevator pitch.
Agenda-Setting: Remind the prospect of the purpose of the meeting and why it's good they're attending. Get their buy-in to move on and talk about the problem.
Your Prospect’s Main Problem: Summarize the prospect's problem that you learned about during discovery, plus the implications of leaving it unsolved.
Solution and Benefits: Talk about a better world in which the problem is gone, using about three benefits. Reveal your product or service and pitch how it solves the problem.
Social Proof: Share a case study, testimonial, and/or anecdote from a company or person that's similar to your prospect to help prove you can help them.
Call-to-Action: Wrap up with a closing statement that includes a CTA inviting them to begin this partnership or take another action.

The outline of a sales presentation will vary across different businesses and presentation situations. Generally, though, you’ll be presenting your product or service in front of a group of decision makers in an office room, so the above is a potential sales presentation outline of the main points to hit for this situation. You can always modify your general outline later on.

If you include some of the above elements within stories, your audience will be more engaged and interested. For example, when giving your company overview, tell a brief story about the issue or opportunity that prompted your founder to create the business and how it's changed over the years to reach its current state.

2. Personalize the Presentation

Once you've developed a general presentation structure that you can reuse for each prospect, use a discovery call and online research to learn about the specific prospect to whom you're presenting. This will help you craft a personalized presentation that captures your audience’s attention and makes them feel understood. It will also ensure the lead is qualified before you start building a presentation for them.

Research these three areas to fill in the blanks within your presentation:

Your Prospect’s Business: Learn about their company size, mission, sector, and goals, plus their internal processes. This will help you plan your small talk and select relevant social proof.
Your Prospect’s Problem: Learn all about their pain point and its associated consequences. If you know the specifics, you can bring up targeted problem insights and solutions.
Who Is Attending: If the decision maker(s) are from high-level management, focus on how you’ll help them achieve long-term goals. If they'll use your solution day-to-day, focus on efficiencies and problem-solving.

While this is most helpful to personalize the general sections you planned out in the previous step, it can also help you to add more sections or modify your outline if needed. It'll also support the next step in which you gather relevant information that will impress your prospect and make the presentation feel even more personalized.

3. Gather Supporting Materials

Now that you’re familiar with your prospect and their needs, begin gathering the materials for the elements you want to include in your sales presentation. You can get these online, in your CRM , or directly from your data, marketing, and/or customer success team.

The best personalized presentation materials and information to gather include:

Case Studies or Testimonials: Find a great story or review from your current customers who are similar to the prospect.
Client or Product Photos: Highlight clients using the product or service by gathering photos from marketing or the client themselves.
Data or Statistics: Collect ROI, industry trends, or other data that supports your claims about the prospect's problem or your solution.
Marketing Messaging: From your marketing team or your content, find the solution's benefits, unique selling proposition , and story details that will be most relevant to this prospect.
Props or Demonstrations: If your product lends itself to physical or virtual demonstrations, gather the required materials or set up the virtual environment.
Graphs: Create graphs that back your claims, illustrate trends, and supplement your stories. If you say Facebook ad prices are trending upwards, show a graph of this.

Because you might have to get this material from another department or person or even create it yourself, it’s best to handle this at least two or three days before you plan to begin building your sales deck so you can plug them in immediately when you create the deck.

4. Create a Personalized Sales Deck

A sales deck is the slideshow that acts as a visual backdrop and guide for your sales presentation, usually created using sales presentation software like PowerPoint. If you choose to use a deck with your spoken presentation, make it about 10 slides in length, light on text (fewer than 30 words per slide), heavy on images, diagrams, and other visuals, and personalized to the prospect's situation so they feel understood and can imagine how your solution will help them.

These are a few ways to personalize the sales deck for your prospect:

Add Them to the Cover Slide: Your cover slide should include your company name and logo, but adding your prospect's will help them feel more engaged at the start of the presentation.
Include Components of Their Current Situation: When talking about the problem and its implications, add related images and light text to your problem slide to drive the point home.
Highlight Specific Use Cases: Think of ways you envision your prospect using your solution to their benefit, and add related images or videos of those features to the solution slide.
Add Similar Customers' Images or Logos: When you talk about a case study or testimonial of a company like your prospect, show images of them to promote legitimacy.

Just like your presentation outline, consider creating a general version of your sales deck and leaving a few prompts that you can simply personalize for each prospect. This will help you keep the overall structure that you know to be effective while also helping the deck feel as if you crafted it especially for the prospect.

Additional Reading:

For help on creating the best sales deck for your presentation, check out our detailed article on how to create a sales deck . There, you'll find key steps as well as templates and examples to craft the best one possible.

How to Properly Deliver Your Sales Presentation

An effective sales presentation is personalized to your prospect and makes them active participants, sparking questions from them and prompting run-off conversations about their specific interests. This helps you build a relationship. Let’s go over some key tips for delivering a sales presentation that wins over your audience.

Start With Highly Personalized Small Talk

Depending on your prospect, you may want to begin your sales presentation with a rapport-building question that asks about their personal life such as “How was the football game last weekend?,” or they may respond better to a more professional question like “I saw you opened a new office in {location} . Congrats! How's it progressing?” Starting off the presentation with the right type of small talk can help your prospect relax and drop their “No one can sell me!” attitude.

Use a Conversational Tone

Resist the urge to speak too formally. It's important to be respectful of your prospect, but positioning yourself as their peer will help them picture you as both a subject matter expert and a quality potential partner. Stick to simple language and try to sound more casual so your prospects see you as a pleasant person to work with rather than a stuffy salesperson.

Switch Speakers Often

If you’re presenting with multiple people, it makes sense to switch speakers whenever you move on to the next main point. When assigning main points to different team members, take into account their levels of expertise and enthusiasm for given topics. For example, if one of them spent days analyzing the prospect’s main problem, let them take that part. Genuine confidence is powerful. For this reason, also let your best closer make the closing statement.

Encourage Questions Throughout

Consider building in extra time so you can encourage your audience at the beginning of your presentation to ask questions and make comments while you’re presenting. This makes your presentation more of a conversation and lifts the audience's engagement level and comprehension. Say something like, “Don’t be afraid to ask questions or make comments throughout. If there’s something you want to discuss in greater detail, let me know.”

Follow Typical Presentation Best Practices

As you go through the outline and any supporting materials (e.g., a slide deck) you've created, keep in mind the communication tactics that help your presentation go smoothly. Here are some best practices for delivering your sales presentation in a way that both captivates and sells the audience:

Leverage Body Language Tactics: Put your shoulders back, smile, and feel free to move around naturally. Use your hands to emphasize key points or transitions. The Presentation Training Institute has additional tips on body language for presenters .
Maintain Eye Contact: Alternate eye contact between the people in the room. Try your best not to leave anyone out for too long.
Keep Things Moving and Changing: Don’t spend more than a few minutes discussing a slide. When you frequently change the visual stimuli, you maintain the audience’s attention.
Be Confident: Avoid apologizing if you make a mistake. This indicates nervousness or discomfort. Instead, take it in stride and keep presenting with confidence.

Learning these presentation tips can also help you be a better salesperson in general since they can be applied outside of presentations, as well.

Go Off Script When Needed

The presentation outline, the sales deck, and any sort of script that you write all contribute to a well-organized presentation, but a truly professional presenter knows that it's important to be flexible throughout the presentation. If your prospect asks a question that you were planning to answer later in the presentation or not at all, consider taking a moment to address their curiosity or concern. This will help them feel more engaged and view you as a helpful potential partner.

Ultimately, go with the flow. Expect the unexpected to occur, like a confusing question from the audience. If you lack the knowledge on the specific subject, say you’ll do some research and send them the answer in a follow-up email. They’ll understand.

Google Slides

Visme is an online software that allows you to create, store, and share visual materials such as sales presentations and infographics. Its searchable library contains over a thousand presentation layouts and themes to get you started, and its free educational resources such as tutorials, webinars, and courses make it a great option for those new to sales presentations. Visme has a free version and available upgrades.

Google Slides is a free slideshow tool that helps you create simple, professional-looking sales decks to accompany your verbal presentation. Start with one of their templates, then invite your team members to collaborate on the slides in real time. Slides is a great option for Google Suite users since it integrates seamlessly with other Google apps.

Prezi is a highly interactive presentation builder that uses features such as zooming in and out to keep the viewer engaged. Because the zoom function is nonlinear, you can bounce between slides as your prospect asks questions, helping you to keep the conversation flowing and give the buyer more control than they'd normally have in a typical presentation. The basic platform is free, but you can upgrade for more functionality.

When choosing the right platform for you, consider factors such as your budget and any particular features you need. Also think about the number of employees who will use it, their level of experience with presentation software, and whether they'll use the software for their own individual presentations or collaborate on a presentation as a team.

For more on these platforms plus additional options, read our independent editorial review of the best presentation software available. In the article, we cover their pricing, core features, ease of use, and more, plus each option's primary use case.

3 Best Sales Presentation Examples From Top Companies

You can learn a lot about sales decks and presentation skills by reading through exceptional sales decks and watching great sales presenters. Here are example sales presentations from Facebook, Zuora, and Steve Jobs (Apple), and what makes them so successful. Click the images below to see each example presentation.

LinkedIn Sales Navigator Presentation

LinkedIn Sales Navigator sales presentation

First off, LinkedIn does a great job of using color to create a visually appealing slideshow of their LinkedIn Sales Navigator product. As for the presentation, they begin with an elevator pitch that gives context to the prospect. Then they talk about the current environment of their customers (salespeople), emphasizing that sellers in this age need to be focused, informed, and trusted.

After backing this claim with data, they introduce their solution and describe how it can help them be more focused, informed, and trusted, dedicating one slide to each attribute. They repeat these three words throughout the presentation so that they stick in the prospect’s mind. This is a good example of using three key benefits and the power of repetition.

Zuora Sales Presentation

Zuora does a fantastic job in this sales deck of using little text and still making a big impact. The presentation begins with an explanation of a big change (the new subscription economy) in the customer’s industry. This hooks the audience immediately, since it’s top of mind.

Zuora then goes on to explain how there will be winners and losers in this economy and offers case studies of companies who have used this change to their advantage. Then, they show how their solution can help the prospect do the same.

Steve Jobs Sales Presentation

In this presentation, Steve Jobs introduces the first Apple iPhone. The presentation is an illustration not only of what it means to present with confidence, wit, and charm, but also of solid presentation structure. Steve begins by building credibility, listing past successes. He then describes the problem with current smartphones — their static, plastic keyboards. After dismantling the competition, he introduces the solution to the problem and its many benefits.

Examples such as these are a great place to get inspired and think of similar ideas for your own presentation outline or presenting style. Seek out as many sales presentation examples as you need, then pick a few key tips to keep in mind as you get ready to host your next few sales presentations.

Plan a Personalized Closing Technique

It's important to personalize your sales closing technique to your prospect. As you personalize your CTA, consider the relationship you have with the prospect plus what's realistic.

For example, if you have great rapport with them and you think they might buy soon, you can try an assumptive close, using language that assumes they'll make a purchase. If you don't know them as well or they seem like a tougher client, you may want to try using an inoffensive close to reiterate your product's benefits and ask if they'd be open to receiving a business proposal .

Rehearse Your Presentation

Practice your sales presentation at least five times all the way through. Do it alone first and then in front of others so they can spot your weak points. The reason you are rehearsing is to memorize the material enough so you can field questions and comments throughout the presentation, then easily get right back on the track.

For instance, if a CEO in the audience says “That’s a super cool idea” during your presentation, you won’t have to bulldoze to the next slide in order to keep your rhythm and memory if you’ve rehearsed properly. You can pause and discuss it before picking up where you left off.

Share Your Sales Deck Beforehand

Share your sales deck with the attendees two days before the meeting. In most cases, they will look it over and build interest. Some won’t read it, but it’s courteous to give them the option. Most importantly, emailing your deck to the attendees will also help them prepare any questions, so the discussions will be top-notch.

If you know a lot about the prospect’s current situation, day-to-day, and goals, take this approach a step further and send them a written vision statement that explains how you see this product or service changing their life or business. It can be as short as a single paragraph or as long as a page. It’s meant to show the prospect that your presentation will be personalized to their needs.

Prepare & Test the Technology

Your presentation could be in-person in an office or meeting room or virtual via a conferencing platform like Zoom. In both cases, it’s crucial to prepare the environment and smooth out any wrinkles by testing the technology. If in person, make sure your screen and projector or laptop and the necessary cords are functioning properly. If virtual, test the conferencing software, your mic, and your webcam. In both cases, ensure your slideshow is ready to go.

You'll naturally come up with additional best practices as you give more presentations, but even implementing these four can drastically change the success of your presentations.

For more information on creating and optimizing your sales presentation, check out our article on the top sales presentation tips and ideas from verified experts.

Bottom Line: Sales Presentation

Your audience should come out of your sales presentation different than they were at the beginning. Give them insights about their industry, a deeper understanding of their problem or challenge, and ideas about how they can reach their goals and dreams with the help of your product or service. If you follow the steps and tips we’ve presented to you today, you should be able to do just that.

Get the Latest Articles Delivered to Your Inbox

Check out our recent and related articles on the topic

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

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

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

7 Best Lead Generation Companies in 2024

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

Best Lead Scoring Template for Effective Qualification

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

B2B Lead Generation: Process, Benefits & Strategies

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

PPC Lead Generation: How to Generate Quality PPC Leads

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

Top 6 Lead Nurturing Strategies for 2024

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

How to Find Decision-Makers in a Company

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

23 Foolproof Sales Presentation Tips to Help You Close More Deals

To see what Databox can do for you, including how it helps you track and visualize your performance data in real-time, check out our home page. Click here .

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

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

You’re not alone.

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

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

In this guide, we’re going to discuss,

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

So let’s dive right in.

HubSpot CRM – Sales Analytics Overview Template

What is a Sales Presentation?

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

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

Related : 12 Most Helpful Sales Report Templates for Teams

6 Types of Sales Pitches and Presentations

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

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

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

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

The One Word Pitch

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

The Social Media Pitch

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

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

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

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

A Full-Blown Sales Presentation

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

Written Sales Presentations

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

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

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

What Should Be Included In a Sales Presentation?

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

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

Your sales presentations should also consist of:

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

Related : SMART Sales Goal Examples from 30+ Sales Professionals

23 Sales Presentation Tips to Help You Close More Deals

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

And here’s what they said.

Express your interest in working together

Give hard copies of the sales presentation

Leverage stories

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

Incorporate videos

Drive the no’s

Don’t hard sell

Prime your prospects before selling

Solve your prospects problems, wear your confidence.

Personalize it for your client

Know their competitors

Keep it succinct.

Make it conversational
Sell your brand, not your product

Demonstrate your product\service

End with a clear cta.

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

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

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

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

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

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

HubSpot CRM – Sales Analytics Overview - featured section

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

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

Step 1: Get the template

Step 2: Connect your HubSpot account with Databox.

Step 3: Watch your dashboard populate in seconds.

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

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

Give hard copies of the sales presentation

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Incorporate videos

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

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

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

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

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

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

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

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

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

Don’t hard-sell

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

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

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

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

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

That will cause one of two outcomes.

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

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

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

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

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

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

And did this strategy work for her?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Personalize it for the client

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

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

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

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

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

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

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

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

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

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

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

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

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

Make it conversational

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

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

Sell your brand, not just the product

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

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

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

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

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

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

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

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

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

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

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

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

Wrapping up

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

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

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

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

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

Databox Benchmarks
Future Value Calculator
ROI Calculator
Return On Ads Calculator
Percentage Growth Rate Calculator
Report Automation
Client Reporting
What is a KPI?
Google Sheets KPIs
Sales Analysis Report
Shopify Reports
Data Analysis Report
Google Sheets Dashboard
Best Dashboard Examples
Analysing Data
Marketing Agency KPIs
Automate Agency Google Ads Report
Marketing Research Report
Social Media Dashboard Examples
Ecom Dashboard Examples

Does Your Performance Stack Up?

Are you maximizing your business potential? Stop guessing and start comparing with companies like yours.

A Message From Our CEO

At Databox, we’re obsessed with helping companies more easily monitor, analyze, and report their results. Whether it’s the resources we put into building and maintaining integrations with 100+ popular marketing tools, enabling customizability of charts, dashboards, and reports, or building functionality to make analysis, benchmarking, and forecasting easier, we’re constantly trying to find ways to help our customers save time and deliver better results.

Do you want an All-in-One Analytics Platform?

Hey, we’re Databox. Our mission is to help businesses save time and grow faster. Click here to see our platform in action.

Maham S. Chappal is a content writer for SaaS and marketing brands in B2B. She’s been published in several leading publications including Social Media Examiner. She loves writing in-depth, research-backed content that drives traffic, increases brand awareness, and boosts ROI. When she’s not writing, you’ll find her engrossed in the latest John Grisham novel. You can find her on LinkedIn or on mahamschappal.com

Get practical strategies that drive consistent growth

Sales Habits of Successful Small Business Owners and Entrepreneurs (Based on 180+ Expert Responses)

5 Strategies for Call-Based Lead Generation & Management (Based on 110+ Expert Respondents)

Marketing and sales in uncertain times: strategies & spending impact (2024), build your first dashboard in 5 minutes or less.

Latest from our blog

21 Essential Digital Marketing Tools for Growth in 2024 (Across 7 Categories) August 28, 2024
BTB: Driving Business Growth with Strategic YouTube Content (w/ Jamar Diggs & Germeen Guillaume) August 28, 2024
Metrics & KPIs
vs. Tableau
vs. Looker Studio
vs. Klipfolio
vs. Power BI
vs. Whatagraph
vs. AgencyAnalytics
Product & Engineering
Inside Databox
Terms of Service
Privacy Policy
Talent Resources
We're Hiring!
Help Center
API Documentation

Learn How to Start a Sales Presentation

The opening of a sales presentation is key, as it can determine its outcome . How you start a sales presentation will influence your audience’s impression of you. It can influence them positively towards what you’re going to say afterward, or on the contrary, make them decide that they’re not interested at all.

We know how important the start of your sales presentation is for your business’s success, and we want to help. That’s why we interviewed our Head of Sales, Robert Juul Glaesel , to give you the BEST tips and insights on making a strong first impression with your sales presentation’s opening. Let’s get started!

We’ll go over:

How to start a sales presentation: Why first impressions matter

How should you begin a sales presentation? Let’s check out what our experts are saying

Let’s begin! Or, feel free to skip to your preferred section.

Research shows that first impressions are usually built between the first 7 to 10 seconds of meeting someone . And sales presentations are no exception to this rule! The opening to your presentation can definitely play a key role in how effectively you close business deals.

The beginning of any presentation has a strategic significance. It defines how the rest of your presentation is going to be read by your audience. The start of a sales presentation can help you convey trustworthiness and professionalism and make the rest of your presentation more credible.

Learning how to start an effective sales presentation is all about connecting with your audience . The more engaging you are, the more likely they will be positively predisposed to the rest of your presentation.

How should you begin a sales presentation: Lets check out what our experts are saying

There is no one true formula for how to start a successful sales presentation. Like most things, it can depend on many different factors. For example, the previous relationship you have with your audience, what kind of product or service you’re offering, how far into the sales funnel you’re working on, and so on. All these elements come into play when creating the perfect opening for your sales presentation.

Let’s take a look at some insights from Robert , our head of sales so that you can put them into practice in your next sales presentation:

Insight #1: Show curiosity

It’s important not to give the impression that you are going head-on to sell but that you genuinely care about the customer . How can you show that you care? First, give yourself some space at the beginning to show curiosity and see if they could actually benefit from your product or service.

Start by asking questions to see if they are the right prospect and if they are similar to your other success stories. As Robert says:

“First, you talk to the customer to understand their situation and see if they are experiencing the same kind of needs as other customers you’ve seen.”

You could ask these questions:

How do you typically approach this situation or challenge in your organization?
Could you share more about your business's usual process when dealing with [specific issue]?
In your experience, is [the problem you’re discussing] something you see in your business?
Have you identified any specific needs related to [the issue]?

Curiosity allows you to see if you actually are a good fit, and it allows you to create a good bond with your prospects from the start, as they feel that you’re really trying to understand them. As Robert mentions:

“They don’t feel like you’re just jumping in and trying to sell them something. They see that you ask them questions, challenging questions. It’s key that they feel like you’re asking them those questions to really understand their situation.”

Only when you have a clear picture of their business and needs, and their need actually fits with what you want to sell them, then you can start talking about solutions.

Insight #2: Create trust

Building trust is another of the best ways to start a presentation. For many salespeople (most, actually), their approach to selling is to push their solution , regardless of whether it will actually be valuable to their prospect. This way, they come across as untrustworthy, showing they only care about selling and not about improving the potential customer’s business.

Now, how can you get your prospect to trust you? Robert mentions a couple of ways:

Show that you are incredibly competent about what you’re talking about

Obviously, you must show that you deeply understand your business: you know exactly how it works, the processes, the features, costs, etc. However, it goes beyond that; your speech should also reflect that you understand your audience . Avoid sounding like you’re repeating a rehearsed script, and instead, customize your message to them.

Demonstrate that you've done your homework by knowing:

Their specific industry
Their brand values and mission
The pain points they probably face
Their target audience
Show that you are willing to put the collective over your own needs

It is crucial to show you’re not only interested in selling but that you’re really invested in helping them deal with their pain points. You should express that solving your prospect's need is more important to you than your need to sell . In Robert’s words:

"Instead of pushing your product, your message should be, "I don't want to sell you something; I rather want to improve your business." Because I don’t only care about selling something, but that it provides real value."

This should be a key message from the start of your sales presentation in order to foster trust. Let it be clear that you getting some revenue is a byproduct of them being more successful at whatever they want to achieve.

Something to keep in mind…

Along with being trustworthy comes the acknowledgment that sometimes, the prospect might not be a good fit for your product . It's essential to communicate this openly, promoting transparency. You can express it like this:

"You know, this solution may not be the best fit for you; having [your product] might not be ideal unless you [meet certain conditions]. Our goal is to provide you with something that truly benefits you.”

While it may not be the most pleasant conclusion, it's important to be honest. In such situations, you should keep looking for examples where your product aligns seamlessly, much like the success stories you've previously encountered. Remember, for a successful sale, there must be a match .

Insight #3: Connect your audience with a need

Another successful way to start a sales presentation is to connect your prospect with a need . How can you do this? Let them see a problem, a shift in the industry, or an undeniable transition. Present it as something they're definitely going through or will be soon. You can use Zuora’s first sales presentation slide as guidance:

This will allow you to swiftly present your service or product . Once they have recognized and accepted the need or pain point, you can start discussing your products as a solution, and it will come on as a logical answer to their problem. As Robert says:

“When the person recognizes that it will be a problem for their business, then they will be motivated to find a solution. They will start getting uncomfortable, thinking their company might face trouble soon, and getting eager to solve it. That's when... voilà, you step in and show them how you can solve it."

In this way, you are not pushing a product or forcing a sale, but rather, you are making them connect naturally. When you talk about your product or service, they are already looking for a solution . In Robert’s words:

“The best way to approach sales is to tie their needs together with your solution.”

Insight #4: Use storytelling techniques

Using storytelling is a good option for tackling how to start a sales pitch presentation. Storytelling gives a presentation an emotional charge and makes the audience feel closer to the issue presented . Stories can enhance a message and illustrate a point. And, they can also help you break the ice and make yourself feel closer to your audience.

These are some ideas of stories you could tell in your sales presentation introduction:

Your customer reviews
The employees’ success stories
Your company’s mission
Challenges you’ve overcome with your team

However, it’s important to remember that storytelling should be carefully planned out . It’s not just about sharing any emotional story; it should be strategically crafted to connect with your goal. You need to be clear on WHY you’re telling your story and HOW you’ll tailor it to a specific audience to promote a particular course of action.

Shawn Achor’s TEDTalk is the perfect example for those looking for examples of how to use storytelling to begin a presentation.

You might also like 7 Essential Storytelling Techniques for Your Business Presentation

Insight #5: Share statistics

Statistics can be a powerful tool to start your sales presentation with. They can help you show your value proposition, create a sense of urgency, and really connect your prospects with a pain point . Likewise, they demonstrate your commitment to thorough research and investigation, showing dedication to understanding their needs.

You can use statistics to prove how your product or service can improve your prospect’s performance and save them time or money. Check out how Spendesk is doing it:

Check the complete presentation for a sales presentation introduction example .

However, there are some things to keep in mind about starting your presentation with statistics:

Make sure to show where your numbers came from. Like in the example, you should definitely cite your sources; they could be articles, research, a study, or a poll you conducted. Remember to ensure that you use reliable sources.
Be careful about using too many statistics: Use just enough statistics to prove your point, but not too much that you bore the audience and end up sharing irrelevant information. You could end up distracting and distancing them from the main message.

Insight #6: Add an inspiring quote

When thinking about how to start your sales presentation, a quote might be an idea to consider. Especially when it comes from a renowned source, a quote can help give authority to your presentation . Letting your audience read and reflect on the quote can be a great starting point for a more engaging, participative presentation!

Check out the quote that Klima starts their presentation with . Just from the first slide, you can feel that your company, and the world, will be better once you start using their product:

Click here to view another great sales presentation introduction example.

Insight #7: Engage with your audience

Building rapport with your audience is one of the most effective ways to get them to listen to you. PowerPoint offers a wide array of options for making a presentation more engaging. Polls and quizzes are a great option to make your audience feel like an active participant .

How can you engage with your audience? Encourage them to talk, you can say something like:

“Feel free to jump in with any comments or questions at any time…”

“It would be great for this presentation to be a discussion…”

“You’re the experts in your business here, so feel free to share your insights..”

By opening your presentation this way, you’ll not only create a more friendly environment by inviting them to participate in the presentation, but also make them more receptive to learn more about the potential solutions you’ll offer.

You might also be interested in how to improve your business presentations .

The beginning of your sales presentation can determine the outcome

Preparing a sales presentation takes time and effort, and there’s no easy way around it . If you want to get the results, you must work on it first! There’s no one magic formula for learning how to start a sales presentation. But putting some work into it will definitely pay off. Whether through a quote, a story, or a poll, engaging your audience will help you get a better disposition toward the rest of it.

Don’t forget that the visual elements also play a huge role in your sales pitch first impression . Just like you should invest some time and effort in looking as polished and professional as possible, the same goes for your PowerPoint! Your presentation slides can become an exceptional tool to convey your message more effectively. Professional custom PowerPoint design can help you get outstanding results you couldn’t achieve on your own.

And, it’ll free you some time to invest in improving your delivery and content! Learning how to start a truly outstanding sales presentation is a process of trial and error. It’s all about defining your personal style, what works best for you and your product, and what values and messages you can convey through your slides.

Want to learn more?

The Best Sales Presentation Services for Winning Sales Decks
How to Create the Perfect B2B Sales Presentation
+10 Sales PowerPoint Presentation Examples to Get Inspired!
Top 20 Free Templates for Corporate and Business Presentations
+20 Self Introduction PowerPoint Templates: Download for free!

Create professional presentations online

How To Write Effective Emails That Will Improve Your Communi...

How to Make a Marketing Plan Presentation in PowerPoint

Alternative presentation styles: Takahashi

Google Slides Presentation Design
Pitch Deck Design
Powerpoint Redesign
Other Design Services

Business Slides
Guide & How to's

How to create an effective sales plan and present it: components and tips

Any business involves sales, and forecasting and planning are some of the major activities for a sales team. In this article, you will learn what a sales plan is, how to create an effective one, and how to make a sales presentation PowerPoint based on this plan. We will also discuss some sales plan examples.

What’s sales plan, and why do you need it?

A sales plan is a part of an extensive sales planning process. It helps forecast the sales success a business wants to achieve and outlines a plan to help it accomplish its goals.

Here are the reasons why you need an effective sales plan:

It helps foresee risks.
It makes it easier to track company goals.
It helps find any bottlenecks in the process.
It helps set clear revenue targets to achieve within a specific period.
It helps improve lead generation efforts.
It helps unify labor policies and ensure consistency in operations.
It helps understand the business’s strengths and weaknesses.
It helps track progress.
It helps identify sale strategies that match the target market.
It helps evaluate the sales team’s performance.
It helps define each salesperson’s role and delegate work.
It helps lay out tactics to execute the sales team’s strategies.

Sales plan structure

A sales plan outline will help you present critical metrics, KPIs, processes, tools, objectives, and strategies necessary to hit your sales goals.

If it is your first time creating a sales plan, below are the sections that must be included:

1. Your target revenue

In a sales plan, you can set a revenue-based goal, such as a target of $10,000 in 5 new deals in one month or $150 million in annual recurring revenue. You will need to keep that revenue target achievable.

Here are a few tips for setting your target revenue:

Determine a reasonable sales goal according to prior sales results and your ability to reach a new market.
Calculate the anticipated expenses for a specific period.
Use projected sales forecasts based on estimates or industry standards.

2. Your ideal customer profile and buyer personas

To establish the target market or ideal customer, you must create a series of unique customer profiles that include geographics, demographics, job positions, behavior, and interests. From there, you can clearly define buyer personas and develop more targeted marketing and advertising strategies.

3. Your sales team

A sales team plays a vital role in implementing any sales plan. You must clearly delegate roles and responsibilities to the sales managers, customer service representatives, account executives, sales development representatives, and other sales professionals.

What’s more, there should be smooth communications and a handoff process. You can even consider using a Customer Relations Management (CRM) system to bring visibility and transparency to the sales process for all team members.

4. Your resources

Is your team small? Then, it would help if you determine how to expand the team to meet the sales targets and state how many resources are necessary within a specific period in your business plan.

You may also utilize specialized sales software for effective sales operation management. One such tool is snov.io , which helps scale a small business while engaging better quality leads with the product or service.

5. Safety of communications

Effective communication is essential in a sales team as it keeps each member productive, engaged, and informed. It also performs the following functions:

Provides analytics needed to measure engagement with sales goals and benchmarks.
Encourages marketing and sales teams to collaborate on projects.

That’s where you need to ensure the security of your communications and take advantage of dialpad.com, a workspace dedicated to team and customer communications. It is designed for global teams, where they can safely and efficiently communicate through voice, video, and AI contact centers.

6. Your position on the market

Position on the market is about competition, market trends, risks, and predictions. It outlines what your company must do to market your products and services to your target customers.

If you know how to position your business on the market, you will have a big picture of how you can establish the identity or image of your brand. It also allows you to achieve superior margins for the product or brand relative to competitors.

7. Your prospecting strategy

Prospecting strategy involves how you will generate quality leads and what inbound and outbound methods your sales team will use. Your goal here is to create interest and convert it into a sales meeting.

Below are easy ways to start your prospecting strategy:

Build a list that includes who your sales team wants to generate meetings with.
Research your prospects to ensure your new leads are a good fit.
Craft your offer to drive value.
Create a prospecting campaign to generate appointments with potential buyers and include a solid value-based offering.

8. Your pricing strategy

Your sales plan’s pricing strategy is about determining how you plan to change the price of your product and within what period. It will help you choose prices that maximize your shareholder value while considering the market and consumer demand.

Pricing strategy accounts for many business factors, such as product attributes, brand positioning, target audience, marketing and revenue goals. It is influenced by external factors, such as economic and market trends, competitor pricing, and consumer demand.

When creating a pricing strategy, consider the following:

Pricing potential evaluation
Buyer personas
Historical data
Your business goals vs. value
Competitor pricing

9. Your goals, objectives & DRIs

Goals often include one to three- or five-year projections. Your goals must reflect recurring or existing customers’ expected sales and revenue. Then, you will need to have sales objectives that prioritize the activities your sales team needs to engage in.

Assigning Directly Responsible Individuals (DRIs) also helps make a successful strategic sales plan. These individuals are typically responsible for making sure particular tasks are well-executed.

10. Your action plan

Part of creating an effective sales plan is defining your action plan. It deals with summarizing your plan to achieve each specific objective. For instance, if your sales goal is to increase your referrals by 20%, your actions would be:

Holding referral technique workshops Running a contest to boost referral sales Increasing referral sales commissions by 5%

11. Your budget

In this section, you must outline all costs you believe will be required to achieve your sales targets. Some expenses include hiring, printing, travel, training, sales tools, commissions, salaries, etc. These expenses are meant to be estimates, but due diligence and research should be done to prevent financial errors.

Sales plan examples

When it comes to creating a sales plan, there is no unified sales plan template. Each sales plan differs based on the company’s purpose. While you can encounter different sales plans, here are the common ones:

1. 30-60-90-day sales plan

A 30-60-90-day sales plan is milestone-based. This means it specifies a short-term goal you must achieve within 30, 60, or 90 days. This type of sales plan is suitable for new sales managers, helping them establish tactical and strategic activities according to this plan.

2. Territory sales plan

A territory sales plan features tactics dedicated to the sales team in different territories. You will need to consider a specific area’s market dynamics and working environment.

With a territory sales plan, you can:

Target specific customers, opportunities, regions, and industries.
Align the sales team with the prospects.
Set realistic goals, optimize the strategies, and track progress.
Spend more time selling.

When creating this sales plan, you have to:

Define larger sales goals.
Define the target market.
Assess account quality and prospects.
Map out the sales representatives’ strengths and weaknesses.
Assign leads. Polish your plan.

3. Sales plan for specific sales

When it comes to this sales plan type, you must familiarize yourself with different sales domains, such as sales training plans or compensation, as well as:

State the company’s mission
Set objectives and timeframe
Define the sales team
Define the target market
Evaluate the resources
Create a comparative analysis of your offerings
Set the sales budget
Define the marketing strategy
Work out the strategy
Define the action plan

4. Monthly sales plan

If you prefer a traditional sales plan, you can opt for a monthly sales plan. It features tactics and revenue goals, which have to be accomplished within a month.

5. Sales tactics plan

A sales tactics plan includes execution strategies. It also involves detailed daily or weekly plans, including prescribed call sequences, meeting appointments, and email follow-up frequency.

Tips on how to create a sales plan

Are you looking for effective recommendations on how to make sales plan for your company? Then, check out the following:

Tip #1: Back up your plan with research and statistics

It is advisable to always back up your sales plan with research and statistics. This will help you define the sales team’s tasks needed to better meet your sales goals. These tasks should primarily stem from statistics and research.

Tip #2: Use SWOT analysis to analyze your capacities

From a sales perspective, SWOT (strengths, weaknesses, opportunities, and threats) analysis will help assess your company’s position in the market. It will also allow you to gain insights into leveraging your selling points, acquiring market shares, and comparing your business’ position with that of your competitors.

To make this easier, you can use a visualizing tool to document the results of your SWOT analysis. You can choose from flow-chart tools, spreadsheet apps with SWOT analysis templates, mind mapping software, SWOT analysis generators, or online presentation or graphic design tools.

Tip #3: Split your sales plan into specific tactical plans

You can use specific tactical plans to achieve your sales goals. The details depend on different variables, such as resources and time. You can make a plan for individual areas of sales, such as SDRs, sales enablement, sales operations, and customer success.

As you create a tactical plan, you have to consider the following key elements:

Company mission
Key performance indicators
Flexibility
Action items
Responsible parties

These key elements will help you identify the plan’s success in many ways, including the likelihood of accomplishing it.

Tip #4: Use previous performance data

You can use previous performance data to build incentive, territory, quota, and sales capacity plans. Using this data as your crucial decision-making tool, your sales team can have a basis for making informed decisions and forecasting performance more efficiently and accurately. In return, your sales plan will likely help achieve efficiency, higher performance, and bottom-line growth.

Tip #5: Outline the tracking methods you’ll use

By outlining tracking methods, you can set process workflows, allowing your sales representatives to determine where each prospect stands and which steps they need to take next.

You can also track the following:

Sale cycle length.
Number of closed deals.
Conversion rate.
Average contract value.
Pipeline value by quarter, by month, and by individual and team.
The number of unclosed deals after reaching a specific stage.

Now that you know the peculiarities and components of a sales plan, let’s find out how to make a sales plan presentation, what to include in it, and discover the top 14 sales presentation tips from vetted professionals.

What is a sales deck, and how to best present one?

A sales deck is a set of slides you can use to guide your audience through your sales strategy presentation.

Slide presentations can help your target audience grasp crucial information, pricing, and product characteristics your sales representatives can build their story around.

The best sales presentation slides serve as a touchstone for your sales team’s pitches. They allow your sales managers to draw on their personal knowledge to deliver additional information tailored to the prospects and stakeholders they are presenting to.

What are the types of sales presentation?

Sales presentations are classified into three types: standard memorized presentations, formulated sales presentations, and need-satisfaction presentations. Each sales presentation deck type has distinct characteristics that suit different scenarios.

1. Standard memorized presentations

Standard memorized presentations are very detailed and precise and always follow a predefined structure. They ensure no detail is overlooked and enable the sales team to produce a well-rehearsed, flawless presentation, leaving no room for misinterpretations or potential inaccuracies.

2. Formulated sales presentations

Formulated sales presentations offer a balance between rigidity and flexibility. While they follow a structured sales presentation outline, they allow salespeople to adjust their presentation in real time based on the customers’ reactions. Because of this flexibility, the sales presentation is not set in stone but revolves around customer preferences and queries.

3. Need-satisfaction presentations

Need-satisfaction presentations follow a customer-centric approach, allowing the salesperson to focus on satisfying the customer’s individual demands. The emphasis here is on establishing a dialogue rather than presenting a monologue, encouraging the customer to actively engage in the process.

What are the features of a sales presentation?

The content of your sales presentation PowerPoint must be written carefully and portray the story behind the specific product or service. As time is of the essence in sales, ensure your presentation is no more than 10 minutes and the overall meeting time does not exceed one hour.

When you invite people to come to your sales presentation, make sure they are decision-makers and are related to the things you are selling. Also, try not to lose the prospect’s attention by choosing the wrong points. Your sales presentation doesn’t have to concentrate too much on your service or product. Instead, show the audience how your service or product will change their lives in a good way.

Sales presentation structure

Here’s how to build a sales presentation that catches your audience’s attention and delivers your product’s value proposition in the best way possible:

Introduce the pain points of your prospects.
Describe the impact of the problem your prospects are facing.
Explain why change is urgently necessary and what they stand to lose by not acting.
Present the solution: a clear path toward the prospect’s goals.
Provide evidence, address reservations, and FAQs.

To create personalized sales decks quickly, you can use a sales presentation template with the most recent FAQs and case studies. This will allow you to easily copy a deck and create a customized sales presentation for each new prospect in a matter of minutes.

What to include in a sales deck?

Good sales decks have a few key elements, such as:

Introduction. Say a few words about your company, mentioning your activities and mission. Make sure you grab the audience’s attention with a memorable opening slide or cover image.
Definition of the problem. Identify the main issues that your company is trying to solve. Provide your audience with some data. Metrics can come from third-party sources or your own sales dashboard.
Social proof. For instance, you might add quotes and success stories from customers to support your sales presentation. However, you must not repeat the things you say.
Customized content. Customize your sales presentation for every single prospect so as to build a bridge between your services or product and your audience. In other words, make sure it is personalized.
Next steps. Include a clear and brief call to action. Offer a few next steps for your potential prospects.
Visuals. Graphs, charts, and other design elements are all effective techniques to illustrate your point. However, make sure they are simple. Do not overwhelm your sales presentation with too much data; use more visuals instead.

Lastly, make sure that the font (and font size) used in your sales presentation design is legible to everyone in the room.

Other points to consider

1. the product.

Demonstrate how your service or product operates in action. Create a perfect environment to showcase how the product works, if it is physical. Utilize technology if it is a digital product. For instance, you might ask your prospects to download the app. In some cases, you might use video as a demo.

2. Handouts

Hand out some materials to your audience. For instance, it might be a QR code or contact data. The information must be clear and to the point. Distribute the handouts once the sales presentation is over.

3. Practice and teamwork

Double-check your sales presentation with a few salespersons. Practice a lot before the actual presentation. Come earlier to make sure everything works well. Also, decide who will say some information during the presentation and who will do certain things to help you.

Expert tips: How to create your sales presentation?

Tip #1: sync.

Your main points must be synchronized with your sales deck. When you present statistics, you should speak slowly. Emphasize your tone of voice when you are talking about pain points. Express relief when you showcase how your company wants to tackle specific issues. Make sure all the questions you ask your audience have straightforward answers or are rhetorical.

Tip #2: Involve storytelling

People like exciting stories related to their daily lives and problems. They will listen to your sales presentation even more attentively if you tell a story that solves their everyday problems.

Tip #3: Avoid using technical slang

In your sales presentation, use general terms that are clear to every audience member. Do not use slang words. Most people in the room might not have a clue about your offering, so the simpler the lexicon is, the better the result.

Tip #4: Emphasize the value of your product or service

Try to demonstrate how your product or service differs from your competitors. Tell about the main differences slowly. Mention how your product or service will make other people’s lives more comfortable. In other words, emphasize their value.

Tip #5: Practice body language

Your body language must be confident during the presentation. Improve your body language by maintaining eye contact and standing straight. It will prove to people that you are interested in communicating with them.

Tip #6: Be funny

Use your sense of humor. For instance, you might play jokes, but you would better not force them. Keep in contact with your prospects by telling funny stories. Make sure everyone in the room is comfortable and relaxed.

Tip #7: Emphasize your expertise

Do not talk too much about your company. You should focus your sales presentation on the field of your expertise instead. For instance, you might demonstrate a slide with logos of the companies that have already invested money in your brand.

Tip #8: Focus on benefits

Emphasize the strong points and tell how your product or service will improve your prospects’ lives. Do not focus too much on the pain points. Make sure your presentation is personal and describe all the benefits they will get. You might also mention the names of people in the room to make them feel valued.

Tip #9: Include research

Add internal and external types of research to your sales presentation. Use statistics or graphs and cut the information into brief pieces for your company to get more authority. Add relevant numbers and examples to demonstrate how you helped previous clients.

Tip #10: Showcase the return on their investment

Tell how your company will master productivity, multiply market share, make more money, eliminate costs, and boost sales. In other words, you should show the results of investments both long- and short-term.

Tip #11: Rehearse

Rehearsing before a presentation will help boost your confidence and smooth “rough spots.” You will also get to know the approximate amount of time needed to deliver your presentation.

Tip #12: Talk directly to your audience

Do not speak just to your slides. Utilize slides to emphasize the things you say. If you fail to do so, your presentation will most likely sound boring. Try to engage every member of the audience. Express yourself by using your hands. For instance, you might ask them to raise their hands if they agree to some of the points.

Tip #13: Add a clear call to action

Make sure your last slide includes a call to action. Add your contact data, but do not go deeply into detail. Know when it is the right time to stop.

Tip #14: Answer the audience’s questions

Your prospects will ask questions, and you have to be prepared to stop the presentation and answer their questions as they appear. Your audience must be sure that you take them seriously. At the end of your presentation, you can also offer a product’s trial, discount, or other incentive to motivate the audience or create a sense of urgency. The main goal here is to make the audience involved.

Lastly, follow sales presentation best practices to ensure a polished and persuasive delivery. This includes maintaining a clear and concise narrative, addressing potential objections proactively, and incorporating compelling storytelling techniques. Utilize engaging visuals to enhance your message and capture the audience’s attention. Practice your delivery to ensure a confident and natural presentation style and encourage audience interaction through discussions.

By adhering to these best practices, you can create a sales presentation that not only increases the likelihood of successful outcomes but also fosters positive connections with potential clients or stakeholders.

Still wondering how to create a sales deck?

Don’t worry—our presentation design service has got you covered! With profound expertise in designing compelling presentations in different software and thousands of satisfied customers from across the globe, it will be a no-brainer for our dedicated team to transform your ideas into a visually stunning, impactful sales presentation. Take the first step towards a winning presentation by reaching out to us today.

Your success story begins with professionally crafted pitch deck slides —let SlidePeak help you make it a reality!

#ezw_tco-2 .ez-toc-widget-container ul.ez-toc-list li.active::before { background-color: #ededed; } Table of contents

Presenting techniques
50 tips on how to improve PowerPoint presentations in 2022-2023 [Updated]
Present financial information visually in PowerPoint to drive results
Keynote VS PowerPoint
Types of presentations

Introduce a new product idea in a presentation

Design Tips

A complete guide to perfect pitch deck design: structure, tips & examples

8 rules of effective presentation

Learn new skills, connect in real time, and grow your career in the Salesblazer Community.

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

Audrey Harris

Share article.

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

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

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

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

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

Step 1: Research the company and your contact

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

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

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

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

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

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

Consider the company’s challenges

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

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

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

Learn more about your audience

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

Step 2: Prepare for your sales presentation

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

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

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

Keep your presentation simple

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

Practice your presentation

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

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

Step 3: Nail your sales presentation

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

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

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

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

Ask questions during the presentation to encourage a dialogue

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

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

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

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

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

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

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

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

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

You can make your next sales presentation your best

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

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

Just For You

A Day in the Life of an Effective Sales Compensation Manager

Leveraging Your Revenue Operations Org Chart for Success

Explore related content by topic

Business as a Platform for Change
Customer Relationships
Corporate Social Responsibility
Personalization
Sales Strategy
Sales Representative

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

Get the latest articles in your inbox.

What Is a Value Chain? Definition, Benefits, and Examples

What Is Inside Sales? A Complete Guide

A sales rep selling directly to a buyer.

Direct Selling Explained: A Comprehensive Guide

a comp manager communicating compensation changes to a sales rep

The Manager’s Guide to Communicating Compensation Changes to Employees

Partner relationship management software shown on a laptop

Partner Relationship Management Software: A Complete Guide

an incentive compensation manager hoisting trophy

How to be Indispensable as an Incentive Compensation Manager

How to Create a Business Development Plan in 7 Steps

Sales rep leading a sales call while looking at her computer: sales statistics

50 Sales Statistics that Reveal How Great Teams Sell

New to Salesforce?

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

About Salesforce

Salesforce.org
Sustainability

Prepare, Present, And Follow Up: How To Nail Your Best Sales Presentation

Some people find presenting easy. They seem to have an intuitive understanding of how to grab and keep the attention of everyone in the room. Meanwhile, there are those who confess presenting is stressful. What to do if you are a sales rep who belongs to this second type?

There is a piece of good news for you: you can definitely master the art too. To deliver the best sales presentation, you should learn key tips beforehand, so you’ll be ready the next time you’re done with lead generation .

In this blog post, we’ll break down the process of creating a sales presentation into steps and discuss best practices you can use at each stage.

Sales presentations — what are they?

Why is it difficult to deliver a good sales presentation?

Step 1. Preparing for a sales presentation

Step 2. presentation, step 3. follow-up.

A sales presentation is a part of the sales process wherein a salesperson demonstrates a product/service and explains in detail how to use it with a single aim — to move a prospect further down the sales funnel , motivating them to buy it.

The best sales presentation makes room for questions, so it becomes a genuine two-way process, in which the prospect understands the value of the sales offering, while the sales rep learns more about their target market, prospect’s real wants, and needs.

Another significant characteristic of a successful sales presentation is that the audience will likely feature some major players, i.e., decision-makers, which definitely streamlines the sales process.

But why is it sometimes difficult to deliver a good sales presentation?

The truth is, people, in general, don’t find presentations exciting. About 79% agree that listening to others presenting them something is boring. Your goal as a salesperson is to make your sales presentation engaging so your prospects understand all the benefits of your product without being overloaded with unnecessary information. Thus, professional presentation design and limited data are key to attractive slides.

How many people find sales presentations boring?

Seems like a challenge, doesn’t it? Worry not, though. This post is designed to help you prepare the sales presentation step by step.

How to give a successful sales presentation: a step-by-step guide

We recommend that you break down the process of delivering your sales presentation into three logical steps:

Preparation
Presentation itself

Let’s discuss what you should do at each of these steps, so you can be forearmed with a good outline next time you present your solution to prospective customers.

Good sales presentations begin before the speaker actually enters the room or joins the call . That’s the case when success is down to preparation.

Preparation for the sales presentation means getting knowledgeable about any details relevant to your product, prospect, and the market in general. Incorporating an AI presentation tool can enhance your preparation, providing insights for more engaging and effective communication.

This is why this first step to giving your best sales presentation should boil down to the following tasks:

Know your product

You need to know your product features inside out. Learn this information from your team and study the questions about your product that your customers frequently ask. These issues are likely to come up during the presentation itself.

Try to test your product features as a user on your own. This way, you’ll be well-versed in how it’s all working and better understand your solution’s benefits. Look through your product testimonials to back up your expertise with real data from the current customers who have been using your product successfully for some time.

Now think about how to render information about your company and solution simply and clearly — prospects you’ll be presenting to may have little knowledge of what your business is doing.

Know your competitors

“Know your enemy” — a saying you’ve probably heard many times. In business, it’s not about enemies but rather competitors who may serve as a good background for your product growth.

Look more precisely into the solutions your prospects might buy instead of yours. Identify their weaknesses, so you can shine while comparing your features to theirs. But don’t neglect to study their strengths, too, so you’re prepared to overlay them with the benefits of your product.

How many Fortune 500 Companies study their competitors?

On top of this, learn how your competitors give their sales presentations. If they turn up with slick visuals and the most up-to-date software , you’re going to look pretty lackluster with your ring-bound notepad.

Research your competitors both online and using any printed materials they circulate to potential customers. Get a feel for their tone of voice and brand identity. If there are any elements of their approach you can successfully assimilate (in a fully legal fashion), do so. They’d do the same to you. After all, all’s fair in love and sales.

Gain customer knowledge

Knowing your customers and their buyer behavior is crucial to a successful sales presentation. Always keep in mind: you’re there not just to talk about your product but to connect with your prospecting customers. For this to happen, you have to know them well and identify their needs and wants.

Before you even start a sales process, you’ll build your ideal customer profile , which will help you target prospects who are more likely to buy your product. But it doesn’t mean they’ll all actually will.

So, at this stage, learn more about your prospect’s buyer personas. How long have they been in the company you’re selling to? Are they experts in their field? Have they bought from your competitors before?

Study the market

What, in essence, does the company you’re presenting your solution to is doing? What’s the nature of their market? What problems are they likely to deal with? How might your product help solve them?

It will work wonders if you show you’ve done thorough research about the market your prospects operate in and their challenges and offer ways your company can assist in healing their pain points. You’ll come across as someone who wants to make their life a little better, which is hard to resist.

Now that you’ve worked hard to prepare for the sales presentation, let’s discuss what strategies will help you win your prospect’s heart during the sales call or meeting when you’re demonstrating your demo.

Leverage storytelling

One of the most powerful tools while making a sales presentation is telling your prospect a good story . People like stories: we’ve been gathering around campfires to hear tales from our fellows for centuries. OK, the tribes of antiquity were probably not assembled to learn about what the newest support chatbot could do for them, but there are some constants of storytelling that pertain to marketing and sales even now. The fact is, stories can be fun, and they can be memorable.

Tell the company’s story: why it was born, how it was born, and the dreams and ideas behind it. People love stories of struggle and eventual triumph, so stage it like this, but don’t go overboard. Something else people like about a story? Brevity.

Tell your prospects about one of your current customers who faced a problem your product could alleviate, propelling the company to succeed. Testimonials you’ve prepared at the first stage will be pretty helpful here 🙂

Emphasize the value of your solution by painting a picture of what might be achievable when all obstacles are overcome. Once your prospect can envisage this promised land, you can tell them how your product will get them there, faster than other alternatives (aka your competitors).

Use technology

You can’t rely solely on your magnetism and storytelling while giving a sales presentation. The modern audience expects a little more of an audio-visual feast than a salesman with a clipboard. They expect a digital pitch .

Any technology like PowerPoint is a great way to get information across in a manner pleasant to your prospect’s eye. Well-crafted PowerPoint templates will allow you to visualize your product features, while a nicely laid out infographic will make the information you’ll be telling your prospect not tedious to hear. Look at the example:

If an image can somehow put what you’re saying in a better way, do use it in your sales presentation.

In addition, you can use video content to present your solution. Short videos work miracles — not a surprise, about 94% of marketers say video has helped them increase user understanding of a product/service.

Include social proof

Social proof is a psychological phenomenon that consists in people mimicking the actions of others when faced with uncertainty. In marketing and sales, you can use social proof in a variety of forms:

Customer reviews
Testimonials
Certifications and awards
Influencers
Press features
Endorsements from experts in your industry

Social proof greatly influences decision-making: 2 out of 3 people say they’d be more likely to make a purchase after watching a testimonial video demonstrating how a business, product, or service had helped another person like them.

You can learn who to ask for social proof professionally in our post about customer referrals .

Demonstrate your product functionality

Don’t forget to bring the product in with you, of course.

If your product is digital, like an application or other software, have it installed and ready for work in real-time.

Say, if your company is offering a CRM solution , show how all of its features work as soon as your prospect onboards. You can even let them try it on their own, under your caring guidance. This way, prospects will test it beforehand – the experience that will be more likely to result in their decision to buy it.

End your presentation with a call to action

Your sales presentation can’t be just a one-way conversation. You should aim at building relationships with your prospect. A call to action (CTA) actually extends the life of your sales presentation, whereby you give them something to think about…and come back.

In your call to action, offer your prospect one or two next steps. Just ensure it is short, straightforward, and personal. For example, instead of using something generic like ‘Download the guide,’ try something like ‘Become a pro with this short guide.’ The second option highlights the benefits and sounds more buddy-like, doesn’t it?

A sales presentation doesn’t end at the last slide and a polite ‘Goodbye.’ You should be sure your prospect has got the idea right, has no questions to ask, and is satisfied with how a presentation went. So, at this final step, we recommend that you do the following:

Ask yourself a series of questions about your performance. These could include:

‘Have I identified my prospect’s problem and offered solutions?’
‘Have I made sure the prospect knew how much I appreciated the chance to present to them?’
‘Have I encouraged a dialogue?’
‘Have I kept my comments relevant and engaging?’

Then rate your performance on each of these aspects out of 10. Doing this exercise immediately after the presentation will give you a good idea of how you performed.

Approach the prospect for feedback

If the call to action doesn’t seem to have worked, and the prospect isn’t hurrying up to order from you, there’s nothing wrong with approaching them and asking (but briefly) what feelings they have after the demo and what they think about your solution.

Any customer retention guide will tell you about the importance of making a customer feel valued, and following up is an aspect of that. Ask if they’ve had time to think about what you had discussed and see if there’s anything you can do for them to seal the deal. This way, you’ll demonstrate that you care about your prospect’s feelings.

Quite often, the prospect may have loved the product but hasn’t had time to mull over how best to implement it. You can assist by suggesting ways your product might be integrated into their company and emphasizing how much time will be saved once the product is in place.

Some basics to end with

To crown it all, we’ve gathered several simple tips to help you deliver effective sales presentations. Here are a few of them:

Make eye contact. Sales professionals know this is one of the most important sales techniques. If you aren’t afraid to look directly in the eyes of your prospect, you come across as honest. In addition, this allows you to notice how they feel when you’re saying something and adjust your speech accordingly.
Relax. Your behavior at the sales presentation should convey calmness and confidence, so even if it’s your first demo in life, try to be relaxed. You’re an expert, and your knowledge of the subject is enough not to worry.
Listen. Though a sales presentation seems your moment to speak, remember to make contact with the prospect. Be attentive to what they’re asking and telling you. That’ll prove you really care.
Learn from the best. You don’t have to come across like Cirque du Soleil or PT Barnum, but it can help if you demonstrate a little showmanship. Watch some videos of great orators (from Martin Luther King to Jerry Seinfeld), but do bear in mind your capabilities. If you want to improve in this area, consider a public speaking course.
Practice, especially if you’re part of a sales team making the presentation. The more people there are, the greater the potential for mess-ups, so get that presentation nailed. You’ll all feel much more confident, which will be visible to your prospects.

Wrapping up

The key to your best sales presentation, like any other business communication , is your knowledge and understanding of the interlocutor. Have a clear message, ensure you’re using all the tricks to get it across and practice until you know your pitch inside out. When you deliver your demo, be mindful of your prospect’s needs and ensure they get a chance to express them.

Whatever sales presentation ideas you use, if you treat your audience with respect and look like you genuinely want to be there with them, you’ll give yourself the best chance of success. And if you need a single platform for all your sales activities, Snov.io is always here for you.

The 5 Critical Guidelines for Sales Presentations that Close Deals

There’s nothing more discouraging for your sales reps than to reach the end of a sales presentation and hear, “I have to think it over and get back to you.”

In today’s competitive marketplace, your reps must make the biggest impact on prospects when they have the chance. That’s why it’s so important they feel confident delivering a convincing sales presentation.

Coach your salespeople to follow these 5 Critical Sales Presentation Guidelines and they’ll be giving presentations that close deals in no time.

1. Start by Listening

By nature, salespeople tend to be talkative and want to jump right into a pitch with the benefits of their product or service.

This isn’t in line with a customer-focused selling approach, however. To deliver a presentation that speaks to the buyer’s wants and needs, a salesperson must begin by asking questions and listening.

Encourage your reps to start each meeting by quickly introducing themselves. Then, they should ask each member of the buying committee to provide some information.

That might go a little something like this:

“Before we get started, I’d like to go around the room and have each of you tell me your name, your role at XYZ company, and why (adding your solution or switching to your solution) is important to you.”

Your salespeople can use this information to map out the decision-making unit , and determine each person’s wants and needs.

2. Quickly Identify Buyer Behavior Style – And Adapt to Match

Your salespeople likely have a small window to meet face-to-face with prospect and customers.

To make every moment count, they must quickly build trust and establish a connection. And the fastest, most effective way to do that is to determine a buyer’s behavior style (within the first 30 seconds of meeting) and adapt their communication approach to match.

The importance of this step in a sales presentation cannot be overstated.

Use this blog post to help your sales reps quickly identify buyer behavior style and adapt their presentation strategy to be most effective.

3. Encourage Feedback and Welcome Interruptions

There’s no better way to lose a prospect’s attention than to drone on through the bullet points of a slide deck.

Your sales reps should let the prospect or buying committee know upfront that questions are welcome. During the presentation, they should keep eye contact and watch out for body language and non-verbal communication that indicates someone in the audience is confused or bored.

By asking for feedback and receiving it, your reps will know when they’re in the right direction, and when they need to change course.

4. Get Creative and Be Memorable

Sales professionals should keep in mind that their presentations are taking time out of a prospect’s day.

They can stand out from the crowd and make a real impression by capturing and holding their audience’s attention.

This can be achieved by tailoring communication and case studies to match the behavior style of the buyer—and also by getting creative with the style of the presentation.

Here are some ways your sales reps can get creative with their sales presentations:

Incorporate visual aids and/or physical props – Anything that allows an audience to use more than one sense will increase engagement and drive a point home.
Make the most of storytelling – A well-timed and well-delivered story can help the prospect visualize how your solution will solve their challenge or make their life easier.
Update the tired PowerPoint presentation – Use PowerPoint’s full suite of capabilities , like embedding videos, animations, audio, and more. (Or experiment with an alternative presentation tool like Prezi.)
Leave something behind – Whether it’s a cool branded pen, fidget spinner, or something clever that relates to your offering, a souvenir can make your prospects think of your company after the presentation is over.

5. Keep it Short and to the Point

Everyone is busy, including your prospects and customers.

Coach your reps to tailor their presentations with the features, benefits, and case studies most relevant to the buyer.

(If your sales reps follow a front-loaded sales process like IMPACT Selling , they will have uncovered a prospect’s wants and needs early on to deliver the most effective sales presentation.)

When your salespeople get laser focused on what is most valuable to the buyer, they can position themselves as a strategic partner and build trust—two keys to succeeding in a competitive marketplace.

Bring these sales presentation tips to your next sales meeting and use it as an opportunity for your sales team to practice their presentation skills.

The Sales Negotiation Training program builds on these presentation fundamentals and gives sales reps the tips and tools to build value and not only sell more—but sell more at higher margin.

The Five Qualifying Characteristics of a Legitimate Sales Opportunity

Written By Lisa Rose

Join over 17,000 sales leaders getting the best content right in their inbox

Presentation Skills
Prospecting Skills
Sales Assessments
Sales Compensation
Sales Goals
Sales Leader Blog
Sales Meetings
Sales Performance Improvement
Sales Performance Research Center
Sales Pitches
Sales Prospects
Sales Team Motivation
Time Management
Uncategorized
Virtual Sales

12 Signs Your Sales Team Needs Sales Skills Training

Aug 28, 2024

Have you been putting off sales training? Maybe most of your sales professionals hit quota. The business is doing...

Why Your CRM and Your Sales Process Are a Perfect Pair

Aug 26, 2024

A consistent sales process is the hallmark of successful sales teams. Data from our research report, Best Practices of...

4 Customer Personality Types Your Sales Reps Must Be Able to Recognize

Aug 22, 2024

Without realizing it, your sellers may be pushing potential buyers away by using the wrong communication approach....

Ready to maximize the performance of your sales team? A representative from The Brooks Group can help get you started.

Integration

Sales Meeting Guide: Importance, Best Practices, and Tips to Prepare

Table of contents

What Are Sales Meetings?

Example of a successful sales meeting, types of sales meetings, importance of sales meetings, how to prepare for a sales meeting, how to follow up on a successful sales meeting, things to avoid when planning and hosting a sales meeting, key sales meeting topics you can use, make your sales meetings more effective with goodmeetings.

Meetings are a big part of sales!

They can improve your sales process, make your team more productive, and help you hit your sales targets.

Unfortunately, many sales meetings tend to drag on and lead to nowhere. In fact – 71% of senior sales managers think their meetings are ineffective and a waste of time.

The problem? Too often, sales meetings lack clear goals, structure, and engagement. Without these – they become time-consuming and demotivating for your team.

In this guide, we’ll get into the essentials of effective sales meetings. You’ll learn about different types of sales meetings, why they’re important, and get practical tips for preparing and hosting them. We’ll also share a few sales meeting topics with you.

Source: Goodmeetings

Sales meetings are gatherings where sales teams come together to discuss important topics related to their work. These meetings can be about –

Setting goals
Reviewing performance
Sharing new strategies
Solving problems

They can happen in person or virtually – and they are usually led by a sales manager. The main purpose of sales meetings is to keep everyone on the same page, motivated, and focused on achieving the team’s targets.

They also provide a chance for team members to share ideas, get feedback, and stay updated on any changes or new information that can help them in their sales efforts.

Fun Fact: Salespeople spend 12% of their day in internal meetings.

Related: 20 Sales Meeting Ideas That Are Both Fun and Motivational

Let’s say your sales team is launching a new product next month. To prepare – you hold a sales meeting where the sales manager outlines the product features, target market, and sales goals .

Team members discuss strategies for approaching potential customers, share any concerns , and ask questions.

The meeting includes a review of past sales data to identify successful tactics and a brainstorming session for creative sales pitches.

By the end of the meeting, everyone has a clear understanding of the product , their individual goals , and the steps they need to take to achieve them.

This helps guarantee a successful product launch .

Sales meetings come in various forms – each serving a different purpose to help your team succeed. Here are some common types:

Team Meetings : These are regular gatherings where the entire sales team meets. The purpose is to discuss updates, share information, and align on goals.
One-on-One Meetings : It is a type of personalized session between a sales manager and an individual team member. They review performance, provide feedback, and offer support.
Training Meetings : These sessions focus on improving sales skills and product knowledge. They often include workshops and role-playing exercises.
Strategy Meetings : This meeting is aimed at planning and discussing sales strategies. They focus on market approaches and new tactics to reach targets.
Performance Review Meetings : The team reviews sales data in these meetings. They track progress toward goals and identify areas for improvement.
Product Launch Meetings : These are special meetings to introduce new products. They discuss features and plan marketing and sales approaches for the launch.
Brainstorming Sessions : These are collaborative meetings where team members generate new ideas. They aim to improve sales processes and strategies.
Client Meetings : This is a direct meeting with potential or existing clients. The goal is to discuss their needs, present products, and close deals.

Fun Fact: 38% of employees have one-on-one meetings with their managers every week.

Related: 15 Sales Games to Make Sales Meetings and Training Fun

Sales meetings are important for several reasons. They play a key role in the success of any sales team. Here are some sales meeting benefits:

Clear Communication

Sales meetings guarantee that everyone is on the same page. They help share important information and updates quickly. This prevents misunderstandings and keeps the team informed about goals, targets, and any changes.

Team Alignment

Regular meetings align the team towards common goals. They make sure everyone knows their responsibilities. This alignment helps the team work together efficiently and reach targets faster.

Problem-Solving

Meetings provide a platform to discuss challenges. Team members can bring up issues they face in the field. The team can then brainstorm solutions together, leading to faster problem resolution.

Skill Development

Training meetings help improve the team’s skills. They provide opportunities to learn new sales techniques and product knowledge. This continuous learning keeps the team sharp and competitive.

Performance Tracking

Regular performance review meetings help track progress. They show where the team stands in relation to their goals. This helps identify areas that need improvement and recognize top performers.

Motivation and Morale

Sales meetings boost team spirit and motivation. Celebrating wins and acknowledging hard work during meetings can lift morale. A motivated team is more likely to perform better and stay committed.

Strategy Planning

Strategy meetings help in planning the best ways to achieve sales targets. They allow the team to discuss and refine their sales strategies. This planning is important for adapting to market changes and staying ahead of competitors.

Feedback and Support

One-on-one meetings provide personalized feedback and support. They help address individual team member’s concerns and needs. This support helps improve performance and job satisfaction.

Customer Insights

Client meetings offer direct feedback from customers. This feedback is valuable for improving products and services. Understanding customer needs helps in tailoring sales approaches effectively.

Brainstorming sessions encourage creative thinking. They provide a space for new ideas to improve sales processes and strategies. Innovation keeps the sales process dynamic and effective.

Related: 10 Best Meeting Recording Software to Consider in 2024

Preparing for a sales meeting requires careful planning and attention to detail. Follow these steps to ensure your meeting is productive and effective:

Set Clear Objectives

Decide what you want to achieve with the meeting. Whether it’s reviewing performance, planning strategies, or training, having clear goals helps focus the meeting. According to a study, 62% of meetings have no clear agenda, leading to wasted time.

Create a Sales Meeting Agenda

Creating a sales meeting agenda is very important for a productive outcome. Here’s how to do it in detail:

List Main Topics : Identify the key sales meeting topics that need discussion. Examples include – sales performance reviews, new product updates, and strategy planning.
Prioritize the Sales Meeting Topics : Decide the order of discussion. Put urgent or important items first.
Allocate Time Slots : Assign specific time for each topic to keep the meeting on track. For example – 15 minutes for performance review and 10 minutes for product updates.
Add Key Points : Under each topic, write down key points or questions to guide the discussion. This guarantees that all important details are covered.
Gather Necessary Materials

Collect all the documents, reports, and presentations needed for the meeting. Make sure you have up-to-date sales data, performance reports, and any other relevant information. This preparation helps in making informed decisions during the meeting.

Send Out Invitations

Inform all participants about the meeting details, including date, time, and location (or virtual meeting link). Sending invitations well in advance gives everyone enough time to prepare. Include the agenda in the invitation for better preparation.

Prepare Your Presentation

If you are presenting, organize your slides and notes. Make sure your presentation is clear, concise, and engaging. Use visuals like charts and graphs to illustrate key points. Practice your presentation to ensure smooth delivery.

Related: 15 Best Sales Methodologies You Need to Know

Assign Roles and Responsibilities

Determine who will be responsible for presenting different topics or leading discussions. Assigning roles helps in managing the meeting efficiently. It also ensures that all necessary points are covered by the right people.

Review Previous Meetings

Look at the notes and action items from previous meetings. This helps in following up on unfinished business and ensures continuity. It also shows that you are tracking progress and holding the team accountable.

Prepare for Q&A

Anticipate questions that might come up during the meeting. Prepare answers and additional information to address these queries. Being ready for questions demonstrates thorough preparation and builds confidence among participants.

Set Up the Meeting Space

If the meeting is in-person, make sure the room is set up with all necessary equipment like projectors, whiteboards, and seating arrangements. For virtual meetings, test the technology beforehand to avoid technical issues. Ensure everyone knows how to join the virtual meeting.

Send Reminders

A day before the meeting, send reminders to all participants. Reminders help ensure everyone remembers the meeting and arrives prepared. This small step can significantly improve attendance and punctuality.

Related: 12 SaaS Sales Metrics You Should Care About in 2024

How to Host and Run a Successful Sales Meeting? Sales Meeting Best Practices and Tips

Now that you know how to prepare– let’s take a look at the sales meeting best practices and tips to follow.

Start on Time

Begin the meeting promptly to show respect for everyone’s time. Starting on time sets a professional tone and helps keep the meeting on schedule. Did you know? Meetings that start late can waste a lot of time and can become unproductive.

Engage Participants

Actively involve everyone in the discussion. Encourage team members to share their sales meeting ideas and ask questions. This participation helps keep the meeting lively and ensures that different perspectives are considered.

Stick to the Sales Meeting Agenda

Follow the sales meeting agenda closely to make sure that all planned topics are covered. Avoid straying off-topic or letting discussions drag on too long. Keeping to the sales meeting agenda helps maintain focus and efficiency.

Manage Time Effectively

Keep track of time for each topic and move the discussion along as needed. If a topic needs more time, consider scheduling a follow-up meeting rather than letting the current meeting run over.

Use Visual Aids

Utilize slides, charts, and graphs to make points clearer and more engaging. Visual aids help illustrate key ideas and keep participants interested. Studies show that using visuals can improve learning by up to 400% .

Address Concerns Promptly

If issues or concerns arise, address them as soon as possible. Ignoring or delaying the resolution of problems can lead to frustration and reduced productivity.

Document Everything

Take detailed notes during the meeting, including key discussions, decisions made, and action items. Documenting everything helps to make sure that there is a clear record of what was discussed and agreed upon. This helps to avoid misunderstandings. Goodmeetings can help you automatically capture sales meeting notes.

Send a summary of the meeting, including key points and action items, to all participants. This follow-up reinforces the meeting’s outcomes and keeps everyone accountable for their responsibilities. With Goodmeetings – you can directly share the meeting summary with all the participants.

Related: Sales Pitch 101: How to Create a Perfect Sales Pitch

Following up after a successful sales meeting is important to maintain the momentum. Here’s how to do it effectively:

Send a Meeting Summary

Within 24 hours of the meeting, send out a summary to all participants. Include key points discussed, decisions made, and action items with assigned responsibilities. This recap helps reinforce what was covered and reminds everyone of their tasks.

Distribute Action Items

Clearly list all action items from the meeting, along with who is responsible for each task and the deadlines. This guarantees everyone knows their next steps and helps track progress.

Schedule Follow-Up Meetings

If needed, set up follow-up meetings to review the progress of action items or to address any ongoing issues. Scheduling these in advance keeps everyone accountable and on track.

Provide Additional Resources

Share any additional resources or information that was mentioned during the meeting. This could include reports, links, or documents that support the action items or decisions made.

Monitor Progress

Regularly check in on the progress of assigned tasks. Reach out to team members to offer support and ensure deadlines are being met. This helps address any problems early and keeps the team focused.

Request Feedback

Ask participants for feedback on the meeting and the follow-up process. This can be done through a quick survey or informal conversation. Feedback helps identify what went well and what can be improved for future meetings.

Recognize Achievements

Acknowledge and celebrate the completion of key tasks or successful outcomes related to the meeting. Recognizing achievements boosts team morale and reinforces positive behaviors.

Related: Creating a Winning Sales Deck in 2024: A Step-by-Step Guide

Now that you know about sales meeting best practices, let’s take a look at the things you shouldn’t do.

Lack of Clear Objectives

Avoid starting a meeting without clear goals. Without a defined purpose, meetings can become unfocused and unproductive. Make sure you know what you want to achieve before the meeting begins.

Poor Time Management

Don’t let meetings run over time or linger on irrelevant topics. Stick to the agenda and manage time effectively to keep the meeting productive and engaging.

Ignoring the Agenda

Failing to follow the planned agenda can lead to confusion and wasted time. Make sure to address all scheduled topics and avoid straying off track.

Overloading Information

Avoid presenting too much information at once. This can overwhelm participants and dilute key points. Break down information into manageable segments and focus on the most important details.

Related: A Complete Guide to Sales Call Reporting: Tips, Templates & Tools

Lack of Participation

Don’t let a few people dominate the discussion while others remain silent. Encourage input from all attendees to ensure diverse perspectives and a more balanced discussion.

Skipping Follow-Up

Neglecting to follow up on action items and decisions can lead to missed opportunities and uncompleted tasks. Ensure you document and track progress on all assigned tasks.

Technical Issues

Avoid technical problems by testing equipment and technology before the meeting. For virtual meetings, check your internet connection and make sure all participants can access the meeting platform.

Neglecting Team Morale

Avoid a rigid and unengaging meeting environment. Incorporate elements that boost morale and keep the team motivated, such as acknowledging achievements and encouraging a positive atmosphere.

Related: Complete Guide to Sales Battlecards – What Are They and How to Use Them?

When planning a sales meeting, it’s important to cover the right topics to make sure it is productive and relevant. Here are some key sales meeting topics to include:

Sales Performance

Review how well the team is meeting sales targets. Discuss individual and team performance, and highlight areas where improvements are needed.

New Sales Strategies

Introduce and discuss new strategies or tactics to improve sales. This could include new approaches to reaching customers or changes in sales techniques.

Product Updates

Provide information about any new products or updates to existing ones. Make sure the team knows the features and benefits of these products to sell them effectively.

Market Trends

Discuss current trends in the market that could impact sales. This includes changes in customer preferences, competitor activities, and industry news.

Related: How Does Emotional Intelligence Help in Closing More Deals?

Customer Feedback

Share feedback received from customers. This helps identify what’s working well and what needs improvement in your products or services.

Challenges and Obstacles

Talk about any challenges the team is facing. Discuss possible solutions and how to overcome these obstacles to improve sales.

Upcoming Events

Inform the team about any upcoming events, promotions, or campaigns. Discuss how these events will be handled and what role each team member will play.

Training Needs

Identify any skills or knowledge gaps within the team. Plan for training sessions to address these needs and help the team improve their sales skills.

Recognition and Rewards

Acknowledge and celebrate the successes of team members. Recognizing achievements boosts morale and encourages continued high performance.

Related: What is Ideal Customer Profile in Sales – Framework to ICP

One of the key reasons why sales meetings become ineffective is due to – a lack of attention. And this happens because sales reps are busy taking down meeting notes. But now you can easily avoid this by introducing Goodmeetings to all your sales meetings.

It is an AI-powered tool that automatically records, transcribes, summarizes, and analyzes your sales meetings. This way – it automated mundane tasks as well as offer hidden insights from meetings that help you close more deals faster.

Related: How to Use Generative AI for Sales Success Let’s take a look at how Goodmeetings can make your sales meetings more effective:

Call Recording : Capture every word of your sales interactions for comprehensive follow-ups.
Multi-language Support : Communicate clearly with clients across different languages.
High-Quality Transcriptions : Convert conversations into searchable text, making insights easy to find.
Human-level Summaries : Get concise summaries of meetings to save time and stay focused.
Call Analytics : Analyze call data to improve your sales approach and strategy.
Automated Action Items : Automatically generate and organize tasks from meetings, keeping track of responsibilities.
Video Meeting Library : Archive and review video meetings for training and improvement.
Meeting Performance Insights : Evaluate meeting effectiveness and identify areas for improvement.
Coaching : Receive personalized feedback to enhance sales skills and performance.
‘Ask me anything’ : Quickly access details from past meetings with AI-powered assistance.
Customized Reporting Dashboards : View and analyze data tailored to your specific needs.
Deep CRM Integration : Connect meeting insights with your CRM for better customer relationship management.
AI-generated Key Moments : Highlight critical moments in meetings for easy review.
Sentiment Analytics : Understand client reactions and adjust your approach accordingly.
Screenshare Analytics : Track engagement during screen share sessions to improve presentation impact.

Related: Getting Started with the Goodmeetings Notetaker

Goodmeetings helps you to maintain a searchable database of all the meetings and even gives insights – thereby making your sales meetings more productive.

The best part is that you can start using Goodmeetings for free with a 7-day trial . You can also request a free demo to see how it works.

Get More Out Of Your Sales Meetings

With goodmeetings, 1. how do you create a sales meeting agenda.

Create a sales meeting agenda by listing topics to discuss, setting a time limit for each item, and sharing it with participants before the meeting.

2. What are some sales meeting ideas?

Sales meeting ideas include role-playing scenarios, brainstorming sessions, guest speakers, and reviewing case studies to keep the team engaged and learning.

3. What are some sales meeting activities?

Sales meeting activities can include team-building exercises, discussing recent successes, setting goals, and reviewing key performance metrics.

Related: 15 Best AI Sales Tools & Software [2024]

4. How can sales meeting AI help?

Sales meeting AI like Goodmeetings can assist by – recording calls, providing transcriptions, analyzing performance, and generating action items automatically to enhance meeting efficiency.

5. What are sales meeting best practices?

Sales meeting best practices include starting on time, following the agenda, engaging all participants, managing time well, and documenting key points and action items.

6. What are some sales meeting benefits?

Sales meeting benefits include improved communication, better alignment on goals, enhanced strategy development, and increased accountability among team members.

Wrapping Up

Effective sales meetings are important for team alignment and achieving goals. By following best practices and preparing thoroughly – you can make meetings productive and impactful. Remember to set clear objectives, stay organized, and encourage participation. Tools like Goodmeetings can further enhance your meetings by providing valuable insights and automating tasks.

Make Every Sales Meeting 10x More Productive!

Use goodmeetings now, about the author.

editorialdesk

What is Sales Acceleration? – Tools and Tactics Included

Complete Guide to Sales Battlecards – What Are They and How to Use Them?

IMAGES

Sales Presentation: Ideas, Examples and Templates to Present Like a Pro
Sales Presentation 101: Examples and Ideas
15 Sales Presentation Dos and Dont’s
How to make an effective sales presentation
How To Create An Effective Sales Presentation
How to create an effective Sales Presentation

COMMENTS

Personal Selling Chapter 6 Flashcards
4.7 (3 reviews) When planning an effective sales presentation, a salesperson must: (A) make sure to focus on the price of his or her product. (B) remember to begin the presentation by asking for an order from the prospect. (C) memorize a script and recite it verbatim. (D) remember that most prospects have the same needs and expectations.
MKT 337 Ch. 6 Flashcards
Study with Quizlet and memorize flashcards containing terms like When planning an effective sales presentation, a salesperson must: a. remember that most prospects have the same needs and expectations. b. memorize a script and recite it verbatim. c. remember to begin the presentation by asking for an order from the prospect. d. focus on customer needs. e. make sure to focus on the price of his ...
15 Sales Presentation Techniques That Will Help You Close More Deals Today
1. Structure your presentation. Guiding your prospects down a clear path is key to a successful sales presentation. You'll follow a logical structure, and listeners will understand how each element of your presentation relates to one another, rather than them having to piece together disjointed information on their own.
10 Best Sales Presentations To Inspire Your Sales Deck [+ 5 Tips]
In addition, the brand incorporates a detailed look at one of its staff members — a powerful tool when trying to attract consumers. 9. Leadgeeks.io Sales Deck by Paweł Mikołajek. Sometimes, the best way to explain a concept is through a series of process maps and timelines.
Effective Sales Presentations: 11 Tips to Win Deals + Templates
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.
Effective Sales Presentations: Techniques for Impactful Communication
Engaging: Successful sales presentations interact with the audience, asking questions, and encouraging participation. Visual: The use of visuals, such as charts, graphs, images, and videos, makes sales presentations more impactful. They can help explain complex data, illustrate a point, and maintain audience interest.
11 Essential Sales Presentation Tips To Close The Deal Faster
6. Prepare valuable insights. Another effective sales presentation technique is to prepare insights ahead of time for your prospects. Insights are accurate understandings of your prospect, your prospect's business or your industry. These insights come from research, experience, and analyzing data and metrics.
The Most Effective Sales Presentation Tips & Techniques
8. Ensure Key Decision-Makers & Stakeholders are Involved. The last thing you want to hear after giving a kickass presentation is, "Let me speak with the district manager and get back to you.". Make sure the key stakeholders and the person who can say "yes" are at your sales presentation.
10-Steps to Your Ultimate Sales Presentation (with Examples)
So now, let's take a quick look at each of the 10-Steps of the Ultimate Sales Presentation. 1. Prospecting. Prospecting is the first step in the selling process. A prospect is a buyer who has the potential to buy your product or service. A lead is not the same thing as a prospect! A lead is simply someone for whom the salesperson has contact ...
Six elements that must be included in effective sales presentation
5. Present the price of the product clearly and honestly. 6. Encourage the customer to take a specific action. Presentation in the Salesbook application. 1. Quickly explain the category of your product. One of the most important tasks of the human brain is to categorize.
Professional Selling: Chapter 6 Flashcards
Study with Quizlet and memorize flashcards containing terms like When planning an effective sales presentation, a salesperson must:, Before, during, and after a sale, a selling strategy must focus on:, The sales message varies little from customer to customer in a(n) _____. and more.
How to Create & Deliver a Sales Presentation (+ Template)
Craft a General Presentation. First write an outline of the sections and topics you want to cover in every presentation, including a script template to guide your words. Personalize the Presentation. Learn about the attendees via a discovery call and independent research, and tailor your presentation to the prospect.
How to deliver a winning sales presentation
3. Practice delivery. There's only one chance for a first impression, so it's essential for sales reps to know how they come across. Get your team to practice in front of a mirror, record ...
23 Foolproof Sales Presentation Tips to Help You Close More Deals
An effective sales presentation should focus more on the benefits and solutions it offers, instead of its product\service's features. After all, 88% of executive buyers want a conversation, not a presentation. Your sales presentations should also consist of: Testimonials from previous clients and customers.
How to Start a Sales Presentation
Insight #4: Use storytelling techniques. Using storytelling is a good option for tackling how to start a sales pitch presentation. Storytelling gives a presentation an emotional charge and makes the audience feel closer to the issue presented. Stories can enhance a message and illustrate a point.
Sales Presentation Deck: Ultimate Guide with Examples
A sales plan is a part of an extensive sales planning process. It helps forecast the sales success a business wants to achieve and outlines a plan to help it accomplish its goals. Here are the reasons why you need an effective sales plan: It helps foresee risks. It makes it easier to track company goals. It helps find any bottlenecks in the ...
How To Create an Effective Sales Presentation
Here are some steps you can follow to help you craft a sales presentation: 1. Determine your audience. When creating a sales presentation, it's important to determine your audience so you can tailor the content and style of your presentation. You can determine your audience by deciding who your product or service can benefit.
Tips for a Better Sales Presentation
Step 1: Research the company and your contact. An effective sales presentation starts long before the actual presentation. The first step is to learn who your prospect is and the challenges they face; then you can use those insights to show how you can help them succeed. In particular, you should research the company, the challenges it faces ...
Prepare, Present, And Follow Up: How To Nail Your Best Sales Presentation
Follow-up. Let's discuss what you should do at each of these steps, so you can be forearmed with a good outline next time you present your solution to prospective customers. Step 1. Preparing for a sales presentation. Good sales presentations begin before the speaker actually enters the room or joins the call.
How to structure the perfect sales presentation
Step 4: Present the solution. With the stakes raised, your audience needs a solution: a clear path toward their goal. An effective sales presentation presents your product as a means to the ...
SN002/SN002: How to Create an Effective Sales Presentation
Vocal. There are six vocal cues to remember when delivering a presentation: pitch, volume, rate, punch, pause, and diction (Brody 2001). It is important to remember that it is not what you say, but how you say it. Practice simple vocal exercises so that your voice will remain at a steady and relaxed level in front of customers.
The 5 Critical Guidelines for Sales Presentations that Close Deals
4. Get Creative and Be Memorable. Sales professionals should keep in mind that their presentations are taking time out of a prospect's day. They can stand out from the crowd and make a real impression by capturing and holding their audience's attention. This can be achieved by tailoring communication and case studies to match the behavior ...
Personal Selling Chapter 6 Flashcards
Terms in this set (40) focus on customer needs. When planning an effective sales presentation, a salesperson must. how the customer defines value. Before, during, and after a sale, a selling strategy must focus on: canned sales presentation. The sales message varies little from customer to customer in a (n) _____.
Sales Meeting Guide: Tips and Best Practices
Sales meeting ideas include role-playing scenarios, brainstorming sessions, guest speakers, and reviewing case studies to keep the team engaged and learning. 3. What are some sales meeting activities? Sales meeting activities can include team-building exercises, discussing recent successes, setting goals, and reviewing key performance metrics.

10 Best Sales Presentations To Inspire Your Sales Deck [+ 5 Tips]

What is a sales deck?

10 Free PowerPoint Templates

Download Free

You're all set!

Sales Deck vs Pitch Deck

Sales Deck Examples

1. Leadnomics Sales Deck by Katya Kovalenko

2. UpstartWorks Sales Deck by BrightCarbon

3. QS Sales Deck by BrightCarbon

4. Attention Media Sales Deck by Slides

5. Freshworks Sales Deck by BrightCarbon

6. Soraa Sales Deck by BrightCarbon

7. Planetly Sales Deck by OCHI Design

8. MEOM Sales Deck by Katya Kovalenko

9. Leadgeeks.io Sales Deck by Paweł Mikołajek

10. Accern Sales Deck by Katya Kovalenko

Download Now: Free Elevator Pitch Templates

Example Sales Presentation

2. Node Influencer App

4. Algoplanner

Sales Deck Presentation Tips

1. Lead with solutions.

2. Incorporate case studies.

3. Ask for feedback throughout.

4. Welcome interruptions.

5. Wrap it up quickly.

Sales Deck Template

hbspt.cta._relativeUrls=true;hbspt.cta.load(53, '2d0b5298-2daa-4812-b2d4-fa65cd354a8e', {"useNewLoader":"true","region":"na1"});

Get Inspired With These Sales Presentations

Don't forget to share this post!

15 Sales Presentation Techniques That Will Help You Close More Deals Today

9 Ways to End Your Sales Presentation With a Bang

7 Apps That Help Salespeople Become Even Better Speakers

7 Secrets of a Winning Capabilities Presentation

Insight Selling: The 8-Slide Framework for a Better Pitch

The Best Work-Appropriate GIFs to Use in Your Next Sales Slide Deck

How to Make a Business Presentation in 7 Easy Steps [Free Business Presentation Templates]

The 8 Types of Presentation Styles: Which Category Do You Fall Into?

How to Handle Difficult Sales Calls Like a Pro

Technology Give You the Middle Finger in a Demo? 7 Reactions to Avoid

Effective Sales Presentations: 11 Tips to Win Deals + Templates

How to Prepare the Perfect Sales Pitch Presentation

1. Set a Clear Agenda

2. Adapt Your Script and Presentation

3. Pick Three Main Points for Each Prospect

4. Use Visuals to Show, Not Tell

5. Show Them You Know Their Pain

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

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

7. Ask Open-Ended Questions

8. Build Context Around Your Biggest Value Points and Differentiators

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

10. Never Talk Price Before Value

11. Keep It Less Than 10 Minutes

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

Ready to Give the Best Sales Presentation Ever?

More articles from The Close Blog

Discover our latest free sales tools powered by AI

Effective Sales Presentations: Techniques for Impactful Communication

Effective Sales Presentations

Understanding the importance of sales presentations

Characteristics of impactful sales presentations

Preparing for an Effective Sales Presentation

Analyzing Your Audience

Researching Your Product/Service

Designing an Impactful Sales Presentation

Visual Aids in Sales Presentations

Crafting a Compelling Story

Delivering the Sales Presentation

Building rapport with the audience

Communicating effectively

Overcoming objections

Evaluating and Improving your Sales Presentation

Seeking Feedback

Learning from Successful Presentations

Constant Practice and Refinement

Recap of techniques for impactful communication in sales presentations

The future of sales presentations

Effective Sales Presentation – FAQs