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

13 Steps For Creating Your Sales Strategy Presentation

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

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

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

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

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

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

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

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

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

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

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

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

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

1. Start with an Overview of Your Company

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

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

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

2. Touch on Your Target Market

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

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

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

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

3. Discuss the Value of Your Proposition

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

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

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

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

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

4. Consider Any Competitors

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

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

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

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

5. Outline Your Marketing Strategy

Now you can summarise how your product will be marketed. Will conventional advertising be used? Will social media play a significant role? Is this a B2B campaign or will the product appeal to individual customers? Will buyers be targeted at work, or at home?

Perhaps you have partners working on marketing campaigns. If so, introduce them, and their best work to date. Provide examples of finished campaign materials if you have them or works in progress if that’s all you have at this stage. This is a good opportunity to use dramatic visuals or video, rather than text or graphs, which can become boring if overused.

Your marketing strategy should include the following five elements:

• The target audience for the campaign
• The goals or objectives
• How your brand will stand out against competitors
• What content has or will be created
• Any KPIs that have been agreed

You can finish by briefly describing how marketing and sales departments will cooperate and coordinate their efforts.

6. Go Over Your Sales Process

Here you can drill down into the specifics of the sales process. What does your sales funnel look like? Where are you getting your leads and how are you qualifying them? Will cold calling or email drip campaigns be a major part of the process? Will you have a presence at any trade shows or events?

Do you have scripts that you can share to offer an example of a typical sales contact? Provide concrete examples to help your presentation feel solid. If you have incentives planned for your sales team, or KPIs you expect them to achieve, then outline them here too. You can break down your sales activities into:

• Prospecting (including lead sources)
• Lead segmentation and qualification
• Research processes – market research, customer surveys
• The sales pitch – a typical call or contact
• How your team will handle sales objections
• The process for closing .

Once you have outlined what you’ll do to make sales, it’s time to explore who will do what.

7. Review the Current Sales Team Structure And Roles

Begin with an organisational diagram of your sales team, so that your audience will get a clear picture of command structure. Outline the responsibilities of each role, lines of reporting and (if relevant) base salaries.

If you are creating a sub-team for this project, then show the diagram for that sub-team. There’s no need to reinvent the wheel with an organisational chart since everyone understands the traditional flowchart model. Use that, to save valuable time.

Explain any unfamiliar roles or unexpected team members. Perhaps you have an in-house social media researcher, or a CRM specialist . Make sure you highlight and explain anything unexpected. You can also identify roles that are not filled yet, which will help when it comes to steps 10 and 11.

8. Summarise Any Sales Materials Used

If you have leaflets, landing pages, product listings, demonstration videos or anything else that will be key to the sales process, then here is a suitable time to hand out samples or give demonstrations. If you’re offering a free demo version of a piece of software, you can quickly run through its features and how you plan to convert free users to paid subscribers.

Remember that if you provide handouts, your audience will lose eye contact with you while they pore over them, so use this option sparingly. You can always provide supplementary handouts or follow-up emails, after your presentation is over.

9. Talk Through Goals, Sales Metrics and KPIs

All goals and objectives expressed should conform to the SMART principle, being specific, measurable, achievable, relevant , and time-based.

Try to be specific with sales targets, without promising more than you can reasonably deliver!

You can have nested targets—fair, good, and excellent anticipated results—while stressing that you’ll always be aiming for the latter. You can also express goals in terms of short, medium, and long-term. This is especially relevant when you’re launching a brand-new product, or entering a new market, where it would be unrealistic to achieve full market penetration immediately.

It’s very important to obtain buy-in on your goals and targets, so that there’s transparency across the organisation, and you can be held accountable if you fail to deliver. That’s the downside of getting specific with KPIs, but it’s also a great motivator for sales teams. On the plus side, you can also mention any incentive or bonus structure you’ll be offering your sales team for achieving ambitious goals.

10. Explore Training and Development Requirements

If you know you’ll need to train up staff to understand a new product, software system, or working process, then it’s valuable to admit this upfront. Training needs affect the bottom line, as well as your process timeline. You have the opportunity here to demonstrate that you’ve thought through all human resource requirements and researched training opportunities. You may already have Sales Training Providers you’ll partner with (mention them now) or if you’re still looking why not check out our Essential Selling Skills Training or Telesales Training Course.

Spending time on this aspect of your Sales Strategy will also build stakeholder confidence. They’ll know you aren’t throwing your reps in at the deep end. Instead you are preparing them properly for success.

11. Consider Any Budgeting Needs

With resources in mind (IT, human resources, content creation, research costs and other expenses) outline what you expect your operating sales budget to be. There is no point in understating your anticipated costs, since overruns may occur, and senior management will often try to make cost savings. It pays to build in a little wriggle room for negotiation.

Don’t blind or bore your audience with spreadsheets; just give the headline figures. Highlight any areas of expenditure that are loosely estimated, or unclear. Remember to allow for hiring costs for any unfilled sales team roles you described in step 7 (see above), and for staff training.

Remember also to include cash flow, as well as overall expenditure. How much money will you need and at what milestones? Sometimes success can be more expensive than failure; for instance, when it necessitates a sudden recruitment drive to expand your sales team. It’s vital for stakeholders to appreciate key dates when funding must be made available.

12. End With Next Steps And Future Action Plans

If you’ve prepared a simplified GANTT chart, you can show where in the project timeline you currently sit. Explain what your next actions will be, and what the future holds. Here you can build further confidence by demonstrating that you’ve thought everything through.

Remember to build in a little more time than you think you’ll need for more flexible stages like research, training, and lead prospecting. Make sure you highlight any immovable deadlines, like sales events or product launches, and how you’ll ensure you’re prepared for them.

You should also be building excitement and enthusiasm here, so don’t make it too dry. This is a thrilling time—you’re about to hit the go button on a brand-new sales campaign. Get your audience to feel your enthusiasm and you’re halfway to achieving buy-in.

13. Don’t Forget To Use Engaging Visuals Throughout!

The cliché is true – a picture is worth a thousand words. Sometimes a short video or meme can make a more dramatic point than yet another set of bullet points, facts, or figures.

There’s a popular rule of thumb with PowerPoint slides, called the 7 x 7 principle. This states that no single slide should contain more than seven lines of text, and each line should contain no more than seven words. How many presentations have you witnessed that fail to pass that test? Too many, most likely!

Avoid this issue by preferring visual content over words. After all, you are there to deliver the verbal component of the presentation. You can do this so much more effectively with your communication and interpersonal skills. You already know this — you’re a salesperson!

Finally, make sure you leave time for questions (and prepare some answers to likely ones in advance). Thank your audience for their time… and relax!

Now you know how to create your presentation, it’s time to have a go at making it! Here’s a PowerPoint template you can download to kick you off.

The deck includes 13 slides covering all the sections we’ve touched on. Just customise the template by adding your own branding font and colours – and don’t forget to add some of those engaging visuals we’ve spoken about!

Perhaps it’s worth leaving you with a simple thought – you can enjoy this moment! After all, it’s the culmination of a complex sales planning process, and now you get to share your vision with everyone who matters. That opportunity doesn’t come around very often. So, take a moment to congratulate yourself on your hard work, and have fun!

Finally, here are some parting thoughts on presentations, from writers and speakers who’ve been there:

“They may forget what you said, but they will never forget how you made them feel.” –Carl W. Buechner, politician and church leader.

“The first 30 seconds and the last 30 seconds have the most impact in a presentation.” –Patricia Fripp, Sales presentation expert and speech coach.

“You are not being judged, the value of what you are bringing to the audience is being judged.” –Seth Godin, dotcom executive and bestselling author.

Hopefully, this article has reminded you of some principles you already understand and has given you the inspiration to really smash your Sales Strategy Presentation!

If you need any extra sales support for you or your team, please contact us for further information on our Sales Management Training and Account Management Training solutions, also take a look at our popular portfolio of Sales Training Courses .

Happy Selling!

Sean McPheat Managing Director MTD Sales Training

• General Sales Skills

Updated on: 13 June, 2023

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SALES STRATEGY

The big picture on sales strategy.

Conceptualize, measure and understand the opportunities to improve your customer pipeline and journey.

SALES STRATEGY: "HOW DO WE GET MORE CUSTOMERS TO BUY OUR STUFF?"

WHAT DOES A SALES STRATEGY LOOK LIKE?

SALES IS SIMPLY A SERIES OF INTERACTIONS & CONVERSATIONS

When you strip out all of the noise, from a customer's point of view, their journey to purchase is a series of interactions and conversations. A customer is trying to solve a problem, and in their journey to solve it, they may become aware of your potential solution, show interest by seeking more information, consider the solution versus other competitors, and hopefully convert into a customer and a loyal repeat customer.

These interactions could be through a company's website, app, online content, stores, salespeople, partners and distributors, and other customers. You can conceptualize this series of customer & company interactions in two ways. From the perspective of the customer, you can codify the interactions in a customer journey map. From the perspective of a sales team, you can conceptualize the interactions in a  sales pipeline.

The first step in developing a strong sales strategy is to abstract the performance of the sales pipeline by applying a series of longitudinal metrics to each stage of the pipeline. How many potential targets are there, suspects, prospects, customers, or repeat customers? How long do they stay in each stage? How many drop off in each stage? How valuable are they in each stage? How have the metrics evolved over time?

Like any process , if you can't measure it, it becomes challenging to improve it. High-performing sales teams automate much of this data through a well-utilized and updated sales CRM system. If your company can't systematically report on the sales pipeline, then developing the capability, infrastructure, and discipline to measure and improve the pipeline should be an initiative in your sales strategy.

TAKING SALES INSIGHT TO THE NEXT LEVEL

THE 4 WAYS TO GROW SALES

There are four ways to grow sales through a customer pipeline:

• Increase Addressable Market - put more people through the mouth of the funnel
• Accelerate Deal Velocity - make each step/stage shorter for the customer
• Improve Stage Gate Success - have the customer say yes to the next step more often
• Increase Deal Size - upsell and focus efforts on the larger deals

Understanding how these four growth metrics evolved over time is a good starting point for diagnosing customer pipeline issues and opportunities.  These four growth metrics are outputs of the sales growth drivers, which we go into next.

THE 3 SALES GROWTH DRIVERS

Sales growth comes down to better customer interactions and conversations, more of them, along with a better value proposition and marketing . To make these things a reality, there are three main components to a strong sales strategy:

1. Improving the alignment between the target customer , the differentiated value proposition , marketing, and distribution

2. Incorporating corporate growth strategy initiatives in the sales strategy

3. Developing a strong sales team strategy to improve the sales process and interactions executed by the salespeople, infrastructure, and partners

1. DON'T PASS GO UNLESS YOU HAVE A KILLER VALUE PROPOSITION

Many CEOS misdiagnosis their weak sales by concluding, "it must be the sales team."  

A strong sales team is important, but the most important driver of sales is a killer value proposition that creates more value than the competition for target customers. Once you have a killer value proposition, then you need the right messaging, marketing, and distribution that clearly amplifies the value proposition to the target customers.

So, the first thing any sales strategy should address is to make sure there is a clearly defined and articulated target customer, a killer value proposition for the target customer, and impactful messaging, marketing, and distribution focused on the target customer. Alignment on a target customer will make everyone's efforts more focused, efficient, and effective, while differentiation will make customers say yes more often.

Seriously, don't overlook this point. Pretty much every company that grows for decades and becomes a leader in their industry has and continually improves a killer value proposition that creates more value than competitors for the target customers. It is the heart that makes the sales flow for any strong sales team.

Now, we often hear, "well, that isn't under my control."  Well, you better figure out how to influence it, because, without alignment and differentiation, the customer will more often than not choose not to do business with your company.

2. WHAT'S GOING ON WITH THE BIG PICTURE STRATEGY STUFF?

Hopefully, you have a killer value proposition and aligned marketing and distribution, now what? Well, you need to think through how the high-level corporate growth strategy is going to affect sales and the sales team. Is the company expanding into new markets , customer segments, and geographies? Are there new and improved products , services, and pricing ? Are there new distribution channels or marketing campaigns? While it may be a lot to think through, growth expansion initiatives can have a significant impact on sales and the sales team.

Now, a few words of caution. First, be careful not to go after too many options , which can quickly overextend the sales team and the entire company. Companies that fail often go after too many new markets , customer segments, and geographies at the same time. Inevitably, the ambitious agenda creates fragmented efforts, massive complexity , opportunity cost , and ultimately failure. Second, while sales leadership should have a sizeable role in shaping the corporate growth strategy, it should not lead the effort. We see too many companies that try to say yes to everything sales wants to do, which often leads to a lot of running in place and going nowhere. Successful companies have a strong and balanced leadership team stewarding the big decisions and execution around corporate growth strategy.

Growth strategy initiatives are significant inputs into the last part of sales strategy, which is the sales team strategy. The big question is how growth strategy initiatives will affect sales and the sales team. Is there a need for new processes, people, partners, and technology? What is the expected impact on sales, quotas, customer metrics, and pipeline dynamics? This is one of the reasons why sales strategy is so complicated since there are so many dimensions that ultimately need to be addressed by the sales team, with the ultimate goal of having better customer interactions and conversations and more of them.

3. WHAT THE HECK ARE WE GOING TO DO WITH THE SALES TEAM?

Now to the heart of sales strategy, which is the sales team strategy. Any team, including a sales team, is simply a collection of processes executed by people, infrastructure, and partners. And, strategy is simply the goals we choose and the actions we take to achieve those goals. So, sales team strategy comes down to the sales team goals and the portfolio of initiatives to improve the processes, people, infrastructure, and partners to a level necessary to achieve the goals.

Below are some options to focus those sales team strategy initiatives on. We'll go over the high-level framing of some of the strategic options .

GET THE PROCESS RIGHT AND THE SALES WILL FOLLOW

Everything every member of a sales team does is a process, whether acknowledged as one or not. Has your sales team documented their processes, measure them? If not, that is a great place to start.

There are four main levels of a sales process outlined below.

At the highest level is the sales team governance , which includes the processes that strategically manage the sales strategy, forecasting, opportunities, overall pipeline, and sales operations. It typically involves weekly or monthly pipeline reviews, quarterly business reviews, and annual strategic planning , budgeting, and forecasting. The better the governance , the better the accuracy of forecasts, sales strategy, performance, and understanding of cause and effect.

The next level of the sales process is the customer journey, which includes every aspect of the journey customers take through an organization's processes to discover, evaluate, purchase, and consume the company's services and products. Strategic initiatives typically target reducing customer effort (e.g., self-help, automation , digital enablement), leaning out the customer processes, and increasing the rate of success on prioritized pipeline stages.

The sales methodology is one of the most critical processes for a sales team. The sales methodology is the overall sales approach between sales team members and customers to drive deal velocity and success. Most sales books focus on sales methodologies, such as spin selling , solution selling , MEDDIC , key account selling , GAP selling , and many others. We'll go a little deeper and synthesize all those books into a handful of important questions to quickly qualify and accelerate a deal.

The last level of the sales process to solve for is the daily, weekly, and monthly activity at the team and individual levels, which typically includes the day-to-day activity management and reporting to drive productivity and deal velocity through the pipeline.

ANSWER THE BASIC QUESTIONS TO ACCELERATE & CLOSE DEALS

There are hundreds of good books on sales methodology, but most of the methodologies come down to answering the basic 5 Ws (who, what, where, why, when) and 1 H (how) questions of a deal to qualify, accelerate and close the deal.

Once again, sales growth is driven by better customer interactions and conversations, and more of them. Weaving these questions into customer interactions, and recording and addressing the answers will help deals get through the pipeline. If you don't have a strong sales methodology, then start developing one that asks and answers the basic customer questions necessary to get a deal done.

TAKE A HOLISTIC APPROACH TO THE PEOPLE PART OF A SALES TEAM STRATEGY

For many B2B companies, sales expense, in the form of salary and commission, is often their largest financial expense, making it especially important to elevate and realize the potential of salespeople and the collective sales team.

There are many questions to answer about the people part of a sales strategy, which all fall into the various categories of our people strategy framework:

• Org Design ( Mission , Corporate Strategy, Structure, Roles & Competencies)
• Employee Journey (Recruiting, Hiring, Onboarding , Development, Evaluation, Advancement)
• Culture (Comp & Benefits, Environment, Norms, Values )

For a complete overview, visit our entire section on organizational strategy , hr strategy - org design , and hr strategy - employee journey & culture . Below, we'll cover some of the more unique elements of sales team strategy.

WHAT SHOULD THE SALES ORG LOOK LIKE?

A challenging question that typically comes up is, "what should the sales org look like?" 

There is a lot of art and science in answering this question. Regarding the size of the sales org, utilize benchmarks on revenue productivity per sales team member and percent of sales spend to revenue. You should also analyze the span of control, where each manager should have 8-12 direct reports. You also need to solve for the right amount of levels to the org, the fewer, the better. Finally, there are the actual roles and accountabilities , which we'll get into a bit more next.

HOW SHOULD WE ORGANIZE THIS SALES TEAM?

For many sales teams, better customer conversations and interactions necessitate a high level of specialization to address the needs of specific customer segments , markets, geographies, or stages within the sales funnel. This specialization leads to sales teams organizing around one or more of these dimensions (customer segments, markets, geography , sales funnel stages). What dimensions to organize around is a function of the customer experience, specialization, economics, and complexity.

Many companies are constantly reorganizing their sales team from one dimension to another, such as reshuffling the team from a segment focus to a geographic focus. These reorganizations often fail, due to the ensuing chaos. Most existing sales teams have optimized and refined their multitude of internal and external processes based on their existing organizational dimensions. When a sales team reorg happens, a sales team has to reconfigure its processes, infrastructure, and partners. If the change management of the sales reorg isn't stellar, often the customer journey and sales team devolves into a bit of chaos.

THE LOW HANGING FRUIT OF A SALES TEAM STRATEGY

The adage goes "it's all about the people."   We like to expand that to it's all about the recruiting, hiring, onboarding, development, evaluation, and advancement of the people. Improving the employee journey is essential in any sales strategy. The first place to start is to establish best practices in recruiting and hiring. The lowest hanging fruit is typically increasing the number of candidates you recruit and interview while professionalizing the interview and hiring process with standard interview guides and scorecards, group and immersive interviews, and team decision-making .

When it comes to the rest of the employee journey , one of the most impactful exercises is to survey team members about their employee journey, which not only creates a baseline but also solicits good ideas while providing built-in buy-in to improvements. Furthermore, there are a ton of established best practices in each stage of the employee journey.

YOU GET WHAT YOU REWARD

CREATING A SALES STRATEGY

In developing a sales strategy, always keep in mind you are solving for two things: 1.  the goals the sales team will strive to achieve, and 2. the strategic sales initiatives necessary to achieve the goals.

Whether it takes a few days, a few weeks, or a few months, there are typically four steps in developing a sales strategy, which is:

• Generate insights into the sales pipeline, customer journey, corporate growth strategy, sales team, and overall alignment & differentiation.
• Develop opportunities on how the sales team can improve the processes, people, partners, and infrastructure.
• Prioritize the potential initiatives based on value & benefit versus cost & effort.
• Set the goals and roadmap of the portfolio of sales initiatives

Given the breadth of possible analyses, gaps, opportunities, goals, and initiatives, it is imperative to assemble the best possible internal strategy team to develop and execute a very focused and impact-oriented project plan .

STEP 1: GENERATE SALES STRATEGY INSIGHTS

In developing a strong sales strategy, there are five main areas to generate insights on 1. the sales pipeline, 2. the customer journey, 3. corporate growth strategy initiatives, 4. alignment & differentiation, 5. the sales team (processes, people, infrastructure and partners).

A focused set of hypotheses and analyses will generate a ton of insights, otherwise, a team can "boil the ocean," wasting precious time and resources on things that don't matter. Focus on answering the key questions below, utilizing some of the typical strategic analyses and tools. By doing so, the team will generate the big "aha" insights that will guide the entire strategy project.

STEP 2: DEVELOP SALES STRATEGY OPPORTUNITIES

Once you have foundational insights for the sales strategy, then you enter the "create options" phase, where you need to come up with and develop the improvement opportunities that will drive sales to the next level. This phase drives the overall value of the strategy, since the number and quality of options limits strategies. Make sure you solicit ideas from as many places as possible and get the most creative and knowledgeable people involved to push the thinking.

There is always the opportunity to improve the customer journey, internal sales processes, and cross-functional processes. The lean toolkit , automation , and digital strategies will help sprout and nurture the best ideas. Solicit ideas and feedback from the entire sales team. A simple survey with both structured and open-ended questions will do the trick. There are also hundreds of best practices to improve the maturity of the sales processes , methodologies, people, and infrastructure.

STEP 3: PRIORITIZE THE GREAT IDEAS

Hopefully, at this stage of the project, you have more improvement ideas than resources and budget to execute.  Now, we are in the prioritization phase of the project. Before diving into prioritizing the ideas, you first want to see how much you can simplify , rearrange and combine the ideas into some larger potential initiatives.

Now, we get to the fun and collaborative stage of decision-making. Utilize some sort of prioritization or decision matrix to problem solve and debate the potential value/benefit , and cost/effort of each initiative. Get the right leadership and stakeholders in the room to have this robust debate, and potentially have a few rounds to refine and improve the thinking. In the end, focus the strategy on those "no brainer" ideas that are high value/benefit and low cost/effort with a shorter time horizon (3 months to 1-2 years).  For the "big bet" initiatives, figure out the timing, budget, dependencies, etc., before making a decision.

One of the most difficult challenges for sales team leadership is deciding on the right portfolio of initiatives. The first part of this challenge is getting enough skilled talent mobilized to successfully execute the initiatives and change management . The second part of the challenge is understanding the amount of change the sales team can realistically handle.

Whatever your decision-making governance , by the end you should have a strong portfolio of initiatives, budgets, owners, timing, and a pretty clear idea of the potential impact on the core metrics of the sales team.

STEP 4: SET THE SALES GOALS, FINALIZE THE ROADMAP, AND EXECUTE

Strategy comes down to setting goals and executing the portfolio of improvement initiatives necessary to achieve the goals.  You should distill all of the strategic analyses, problem solving , collaborating, and decision-making into one page of sales goals and initiatives. Of course, there should be a lot more detail (e.g., project plans, resource plans, change management plans, budgets, spreadsheets) behind the one page. However, as you think about communicating the big sales strategy to upper management, the internal sales team, external stakeholders, and partners, one page is always best.

One last thought, invest the time, resources, and commitment to change management . The hardest part of executing any strategy is the necessary behavioral change at the individual level. Thinking through the change management framework for each initiative will pay dividends in driving the change you are seeking.

If you want to talk about your sales strategy with an experienced strategy coach, set up some time with Joe Newsum , a Mckinsey Alum, and the author of this content and website.

DOWNLOAD THE SALES STRATEGY PLAN PRESENTATION TEMPLATE

Download the 100-page Sales Strategy Plan PowerPoint Presentation . The fully editable and professionally designed deck will give you a jump start on your sales strategy and plan.

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Home Blog Business Guide to Crafting an Effective Strategy Presentation

Guide to Crafting an Effective Strategy Presentation

Presenting and communicating your strategies to align a team’s effort remains one of management’s priority tasks. Regardless of the company’s scale, strategic presentations help convey complex strategic plans into clear and actionable tasks to follow in accordance with the business goals.

In this guide, we will show you how to effectively create a strategic presentation, the elements it should list, and some recommendations for PowerPoint templates to speed up this process.

Table of Contents

• What is a Strategy Presentation?

Types of Strategy Presentations

• How to Structure a Strategy Presentation

Do and Don’ts of Strategy Presentations

Recommended powerpoint templates for strategy presentations, key takeaways, what is a strategy presentation.

A strategy presentation is a communication tool designed to communicate goals, strategic plans or pre-formulated strategies, and initiatives to stakeholders. The strategy presentation slide deck aims to outline the company’s vision, strategic goals, and the specific actions needed to achieve them. To accomplish that, strategy presentation slides typically introduce a mixture of visual aids with relevant data to maximize the retention rate across the audience.

We can define the following categories for strategy presentations.

Strategic Plan Presentations

Strategic plan presentations are intended to communicate the organization’s long-term goals and the strategies to achieve them to stakeholders. This kind of presentation may cover topics such as market analysis, strategic objectives, and detailed action plans. 

The primary purpose is to align the team and stakeholders around a shared vision and ensure everyone understands the steps necessary to drive the organization toward its strategic goals.

Sales Strategy Presentations

Sales strategy presentations are targeted toward increasing the sales revenue inside an organization within a specific time frame. These presentations detail the tactics, target markets, and objectives involved in boosting sales performance. They typically include an analysis of market trends, competitive positioning, and specific sales goals – elements we can find in a sales plan presentation . 

The core objective in sales strategy presentations is for team members to understand their role in executing the sales strategy and how to measure the impact of their actions.

Marketing Strategy Presentations

Marketing strategy presentations are instances in which the marketing plan presentation is communicated to the team and stakeholders. These presentations outline the methods and channels the company will use to reach its target audience and achieve marketing objectives. We can find details on market research, customer segmentation, positioning strategies, and planned marketing campaigns.

Think of a marketing strategy presentation as a roadmap for how marketing efforts can contribute to the overall business goals. It ensures clarity on task execution, expected outcomes, and resource allocation.

Business Model Strategy Presentations

Business model strategy presentations outline the fundamental structures and mechanisms through which a company creates, delivers and captures value. These presentations explain the business model components, such as revenue streams, cost structures, customer segments, value propositions, and key partnerships. 

The objective is to articulate how the company operates within its market and competitive environment, detailing strategies for sustainability and growth.

Product Development Strategy Presentations

Product development strategy presentations focus on the stages and processes required to design, create, and launch a new product. These presentations typically cover the product concept, design iterations, market research, target customer analysis, production processes, and marketing strategies. They aim to align cross-functional teams—such as R&D, marketing, and production—on the product’s vision, features, and roadmap.

IT Strategy Presentations

IT strategy presentations communicate an organization’s technology-related plans and objectives. They outline how IT resources, infrastructure, and initiatives align with the broader business strategy to enhance operational efficiency, support growth, and mitigate risks. Key topics typically include adopting new technologies, cybersecurity measures, data management strategies, and IT governance.

Change Management Strategy Presentations

Change management strategy presentations are typically used in organization restructuring scenarios – after mergers, acquisitions, or significant internal restructuring – outlining the approach and plans for managing organizational changes. Change Management Strategy presentations detail the reasons for change, the specific changes to be implemented, the strategies for managing the transition, and the impact on stakeholders. Key elements often include stakeholder analysis, communication plans , training programs , and mechanisms for feedback. 

The primary goal of Change Management Strategy slide decks is to facilitate a smooth transition by preparing the organization and its members for change, minimizing resistance, and ensuring that changes are effectively integrated into the organization to achieve desired outcomes and improve overall performance.

How to Structure an Effective Strategy Presentation

In our experience, here’s a suggested presentation structure format for a strategic presentation.

The Introduction

Begin your presentation with a relevant hook for the topic you are approaching (see our guide on How to Start a Presentation for tips). Use an agenda slide to introduce the key themes and strategic objectives to discuss. Additionally, consider incorporating an executive summary to provide a concise overview of the strategy, highlighting key decisions and expected outcomes.

Body of the Presentation

Depending on the kind of strategic presentation you deliver and the tools and slides required to design it. As a general guide, consider this approach per category:

• Strategic Plan Presentations: Strategic planning requires vision and mission statements, strategic goals , market analysis, SWOT analysis , action plans, and a timeline for accomplishing them.
• Sales Strategy Presentations: We need to showcase sales objectives, target market analysis, sales methods and tactics, performance metrics, and sales forecasts.
• Marketing Strategy Presentations: For this category, consider listing the marketing goals, customer segmentation, value proposition, marketing channels, budget, and timeline.
• Business Model Strategy Presentations: This can be done as part of a business plan presentation . Include the business model canvas, revenue streams, value propositions, key partnerships, and customer relationships.
• Product Development Strategy Presentations: Since we’re considering an entire product development plan, be sure to list the product concept, design and development process, market research, product roadmap, and the Go-to-market strategy .
• IT Strategy Presentations: This selection is mainly intended for organizations looking to renew their IT strategy. List the IT objectives, technology roadmap, infrastructure needs, cybersecurity strategy, IT budget, and resource allocation.
• Change Management Strategy Presentations : In this case, be clear about the core reason behind the change management. Include the change management plan, stakeholder analysis, communication strategy, training, and support plans.

The Conclusion

Concluding a strategy presentation effectively is crucial for reinforcing the key messages and ensuring that the audience leaves with a clear understanding of the strategic objectives and their role in achieving them. To achieve this, consider the following steps:

• Summarize Key Points: Summarize the business presentation , briefly recap the main strategic goals and necessary actions, reinforcing the session’s core messages.
• Closing Statement: End with a compelling statement or call to action that encapsulates the presentation’s vision, motivating your audience.
• Multimedia Element: Optionally, use a short impactful video or visual to vividly summarize the strategy, enhancing retention.
• Q&A Session: Allocate 3-5 minutes for questions to clarify uncertainties and engage the audience further.
• Follow-Up Details: Provide information on how attendees can access more resources or ask additional questions.
• Express Gratitude: Conclude by thanking your audience for their participation, emphasizing their importance to the strategy’s success.

Aside from these tips, we can also follow the recommendations from our article explaining how to end a presentation , which also recommends using a media presentation asset, like videos, although it’s advisable to leave 3-5 minutes for a question and answer session.

Follow these insights to improve the quality and impact of your strategy presentations.

Do(s) of Strategy Presentations

• Use visual aids to summarize concepts. 
• Prepare handouts so the audience can further reference the information you deliver.
• Tailor your presentation to include interactive presentation instances, as they can help to engage the audience in the importance of their role.
• Consider a follow-up after a week. This can be in email format, with a poll, or a brief meeting in which you can evacuate doubts.

Don’t(s) of Strategy Presentations

• Respect your audience’s time, and don’t go overboard, especially if this involves sacrificing the Q&A session.
• Don’t use outdated data. Ensure all your statistics and references are current and relevant.
• Avoid using industry-specific terms without explaining them, unless you are sure that your audience will understand.

To speed up your strategy presentation design process, here’s a list of recommended PowerPoint templates and Google Slides templates by SlideModel.

1. Brand Strategy PowerPoint Template

This brand strategy template for presentations includes striking visuals and cohesive color scheme. Whether you’re presenting a brand strategy presentation to stakeholders or team members, this brand strategy PPT template empowers you to convey the essence of your brand strategy with clarity and impact. Use the brand strategy PowerPoint template to guide your audience through your brand’s journey and strategic milestones.

Use This Template

2. Goals Based Strategic Planning PowerPoint Templates

With a goal-oriented approach, the goal-based strategic planning PPT template emphasizes setting measurable objectives to transform visions into actionable results. This strategy presentation template provides a forward-looking framework, where goals are established from a future vantage point and brought to life through detailed KPIs, such as revenue targets and profit margins.

The Goal-based strategic planning template contains 15 customizable slides, including GAP analyses, problem statements, and strategic action plans, complete with a 30-60-90 day timeline.

3. Sustainability Strategy PowerPoint Template

4. Communication Strategy PowerPoint Template

5. Go-To-Market PowerPoint Template

Frequently Asked Questions

To make a strategy presentation more engaging, use interactive elements like polls or Q&A sessions, incorporate storytelling to contextualize data, and use visual aids and animations to highlight key points.

The ideal length of a strategy presentation varies based on content and audience, but generally, it should not exceed 30 minutes. This duration helps maintain audience attention while leaving time for discussions and Q&A session .

Strategy presentations should be updated regularly, at least annually or as major changes occur within the organization or industry. Regular updates ensure that the content remains relevant and reflects current goals and strategies.

To engage senior executives, focus on summarizing strategic impacts, ROI, and alignment with overarching business goals . Keep the presentation concise, data-driven, and directly related to decision-making and organizational growth.

Providing handouts can be very beneficial, especially for complex presentations. Handouts allow attendees to revisit the content at their own pace, which can aid in better understanding and retention.

• Clarify Goals and Objectives: Strategy presentations are essential for communicating clear, actionable goals and strategic plans to stakeholders.
• Incorporate Visuals Aids: Incorporating visual slides with charts, graphs, and infographics can greatly enhance understanding and retention of complex information.
• Adapt Presentation to Audience: Tailoring the presentation to the audience’s knowledge level and interest ensures greater engagement and comprehension.
• Use of Templates: Employing professional strategy PowerPoint or Google Slides templates can streamline the creation process and ensure a consistent, professional appearance.
• Engagement and Interaction: Incorporating interactive elements and engaging visuals helps maintain audience interest and facilitates better understanding of their roles in strategy implementation.
• Continuous Update and Feedback: Regular updates and follow-ups help keep the strategy aligned with organizational goals and stakeholder expectations.

Final Words

A well-prepared strategy presentation is a powerful tool for communicating an organization’s objectives. Presenters should focus on leveraging their graphical assets so the text inside slides is reduced to the minimum—content that can be shared in handouts for presentation format—which guarantees a smooth experience for the audience.

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Top 10 Sales Strategy Plan Templates with Samples and Examples

Deepika Dhaka

The moments when consumers drop out of the sales funnel bring a deep sense of disappointment for business owners that stays with them for months. These sales losses weigh heavily on team morale and impact overall business performance. As a marketer, you are responsible for saving your business from such painful situations. But how?

In today’s competitive landscape, successful companies are proactive about their sales and marketing functions and ensure that their efforts lead to conversions and keep the cash register ringing.

We must understand that today’s customers expect more and want convenience on their terms, not yours. Companies, therefore, need to put consumers at the Centrepoint for all their sales efforts. Improving channels, technology, hiring talented staff, and changes in culture all need to result in a holistic customer experience that has him/her open their wallets.

It becomes crucial to rethink skills, establish new ways of functioning, and push cultural boundaries. The best solution is to find the customer’s “painful points” --- a need, a lack, and an unsatisfied desire. Once you find the source of the pain, it becomes the salesman’s duty to remedy it by offering the desired product, service, or experience.

If you want to follow this or other approaches to boost your sales, you need a sales strategy plan for successful execution and implementation.

A sales strategy plan encompasses tactics, market strategies, processes, objectives, forecasting, budgeting, and timelines. It works as a roadmap for ensuring long-term revenue flow through the retention and acquisition of customers.

Wondering what could be the best and the fastest way to create a sales strategy plan? Don’t worry; you have come to the right place. SlideTeam presents proven and effective Sales Strategy Plan Templates that marketing leaders worldwide love and have used to significantly improve their sales and customer satisfaction.

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

Click Here to Download our Comprehensive Curriculum for Sales Training

Top 10 Sales Strategy Plan Templates

You can download and customize these PowerPoint templates. These PPT Samples are suitable for any industry.

Let’s explore these!

Template 1: Sales Strategy Plan Presentation

Presenting a robust Sales Strategy Plan Presentation that will help you create the foundation for a cohesive and successful sales organization. It is a full-fledged PPT presentation that includes content-ready slides on marketing channels, campaign options for customer acquisition, sales campaign budget, marketing roadmap, and so on. It also entails a sales promotion calendar and a dashboard to track the campaign process. Download it now to streamline your sales plan execution.

Download this presentation

Template 2: Sales Strategy Plan PPT Presentation

This actionable PowerPoint Presentation is ideal for helping you create a set of decisions, actions, and sales goals. It will assist you in informing how your sales team positions the business and its products to acquire new customers. This PPT Template includes content-ready slides for market analysis, competitor analysis, growth strategies, future goals, and a final sales action plan. Use this resource to guide your sales reps with clear objectives regarding sales processes, product positioning, and competitive analysis. Download it now!

Template 3: Sales Strategy Plan PPT Template

Create a compelling sales strategy plan with the help of this PPT Deck that encompasses sales growth strategies and an implementation plan. This PowerPoint layout helps you describe your sales goals and objectives in concrete, actionable terms, which makes your team focus on achieving the desired outcome. This educational template also explains the key steps and stages of creating an effective and winning sales strategy plan. Grab it now if you are looking for a presentation full of charts and diagrams. Download now!

Template 4: Marketing and Sales Strategy Business Plan

Drive results for your sales team with this informative PPT Deck that will help you transform your sales planning process and boost growth 3X. It entails content-ready slides for a business overview, the problem that customers face, and solutions you can provide. This useful layout also explains the value proposition and contains appealing graphics to present the information in a quick manner. Download it once and use it to showcase your expertise in creating a sales strategy plan.

Template 5: Channel Sales Marketing and Strategy Plan

If you want to create a successful channel sales strategy plan but are struggling to draft one in an impressive manner, you are looking for it at the right place. Presenting a PowerPoint Presentation that contains the best visuals to represent channels marketing strategies and tactics. Using this creative deck will save you a lot of time as you don’t need to design from scratch. We have already done the heavy lifting; all you need is to fill this template with your sales information. Download now!

Template 6: Developing a Sales Growth Strategy Template

Are you struggling to develop an effective sales growth strategy and finding it difficult to put it on a document? Fret no more; presenting a convenient PPT Template to plan and draft an actionable strategy. It lets you break down a long-term goal into short-term goals and objectives. Use this template to enhance the range of goals you can achieve.  Download it now!

Download this template

Template 7: Sales Strategy Plan with Goals Target

Here’s another impressive way of presenting a sales strategy plan in an effective manner. This PPT slide includes a simple diagram with blocks and icons relevant to the strategic elements. It includes six sections such as goal, target, strategies, tactics, calendar, and measurement. Using this layout will make your complex strategy look easy to execute. Get it today!

Template 8: PPT Slide for Steps of Sales Strategy Plan

Employ this PowerPoint slide to present the steps of the sales strategy plan in a flow diagram. This slide includes a simple yet appealing chart to display the vital essential steps of building a sales strategy. In seven crucial steps, it will let you highlight the milestone, target customer, SWOT Analysis, Revenue Target, and a final action plan. Grab it today!

Template 9: Sales Strategy Planning PowerPoint Template

Use this PPT Design to present your sales strategy plan in a comprehensive manner with the help of an appealing diagram. With this slide, you can give an impactful visualization of your data and information. Designed in green, yellow, and blue hues, it is sure to catch your audience's attention. Isn’t it a simple yet educating layout with a professional touch? Download it now to get started.

Template 10: Go-to-Market Sales Strategy Plan Template

Presenting the most popular tableau to present your go-to-market strategy plan. Make your information look more organized by dividing it into three parts- sales mode, prospects, and sales activity. Further, categorize it into technical criteria and business criteria. The pastel green hues of this tableau give this slide and content a more professional look. Get it now!

The Final Note

Sales strategy planning is crucial for business growth. Having an effective and clear strategy enables you to plan, assess problems, and manage organizational approaches. Now that you have access to the most powerful sales strategy plan template, it's time to start building a successful strategy that drives sustainable growth for your business and creates loyal customers.

P.S. If you are looking for Sales Action Plan Template to boost your business, here’s a handy guide with world-class samples and examples.

FAQs on Sales Strategy Plan

What is a sales strategy plan.

A sales strategy plan is a company’s blueprint for securing long-term revenue through retaining and acquiring new and existing customers. A sales strategy plan includes everything from tactics, strategies, processes, objectives, forecasting, budgeting, and timeline. It also defines your go-to-market strategy and expected costs and returns. For instance, you play at low prices and even sell goods on credit in a new location.

How to develop a Sales Strategy Plan?

The best method to develop a sales strategy plan is to use a pre-designed template. It will save you time, effort, and money as you don’t need to start from scratch. To build a successful sales strategy plan, adopt these five tactics:

• Put the customer at the center of your business
• Align with overall business goals
• SWOT Analysis
• Go-to-customer strategy
• Setting goals

What is a Go-to-Customer Strategy?

A go-to-customer strategy focuses on how an organization can most effectively reach its target customer base. Figuring out the pros and cons, risks, and costs of all possible routes to customers is a complex task. A go-to-customer strategy includes field sales, inside sales, online channel partners, and resellers. It is an evolving process that needs constant tracking and analysis to match real-time market changes and trends.

Related posts:

• Top 10 Sales Strategy Plan Templates To Maximize Revenue

Top 10 Sales Action Plan Templates with Samples and Examples

• Top 10 Sales Growth Plan Templates with Samples and Examples 
• How to Design the Perfect Service Launch Presentation [Custom Launch Deck Included]

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

7 Types of Slides to Include In Your Sales Presentation

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

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

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

So what can you do to make your offer compelling?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Here are some further techniques used during the sales presentation:

Tactic #1: Use Simple Graphics

Use simple graphics to convey meaning without text.

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

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

Tactic #2: Use Icons

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

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

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

Tactic #3: Include Statistics

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

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

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

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

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

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

Before : Customer’s needs when they came on

After: What your company accomplished for them

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

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

Tactic #1: Use Graphics/Diagrams

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

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

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

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

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

Tactic #3: Use Visual Examples

Follow up your descriptions with visual examples.

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

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

Which is more effective for you?

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

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

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

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

Can you feel it?

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

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

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

Here are more tactics to inspire sales presentation ideas:

Tactic #1: Personalize Your Final Slide

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

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

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

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

Tactic #2: Pair Outcome Statements With Icons in Circles

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

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

Tactic #3: Include Specific Success Metrics

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

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

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

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

This means you need to cut to the chase fast.

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

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

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

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

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

Ever heard of the Focusing Effect?

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

Easy choice.

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

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

Tactic #1: Tell a Story

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

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

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

Tactic #2: This vs. That

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

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

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

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

Zuora tells a story by:

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

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

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

Tactic #1: Use Logos and Testimonials

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

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

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

Tactic #2: Include White Space

Pad your images with white space.

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

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

Tactic #3: Incorporate Hard Data

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

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

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

Psychology tells us that seeing colors can set our mood .

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

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

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

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

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

Tactic #1: Include a CTA on Final Slide

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

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

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

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

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

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

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

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

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

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How To Crush Your Next Sales Strategy Presentation

Table of contents.

For sales teams, creating and presenting your strategy can be crucial for meeting your sales goals and your overall sales performance. Not only can a great sales strategy presentation help you narrow down your target customers and reach new customers, but it can also provide beneficial information for other stakeholders and departments at your company.

As you prepare to deliver a compelling sales strategy presentation that will effectively persuade your audience, and ultimately, help you to close deals and achieve your sales targets, here is some information to consider.

What Is A Sales Strategy Presentation?

A sales strategy presentation is a comprehensive set of slides that outline an organization’s sales goals, target market, sales processes, strategies, and performance measurement. Creating a strong sales presentation helps the sales team convey their strategies to the executive team, investors, or customers.

Additionally, a sales strategy presentation template can also be used to present data on the customer experience or customer journey, different sales channels, revenue goals, and customer segments.

In a nutshell, a sales strategy presentation acts as an anchor for the team by keeping them focused on the company’s goals, sales targets, and process.

What Makes An Effective Sales Strategy Presentation?

An effective sales strategy presentation is one that delivers a clear message to the audience and compels them to take action. To make your sales strategy presentation effective, consider the following factors.

Defining Clear Target Markets

The first step towards making a sales strategy presentation effective is to define your target audience. For any business, you need to have a target customer in mind as you create a strategy. Doing so can help you focus your marketing plans, sales strategy, and value proposition.

Defining your target market strategy can be accomplished by analyzing your existing customers, as well as tracking your market trends, demographics, and behavior. It is also important to segment your audience for your sales force to create a personalized approach in your sales plan to meet each section’s needs. You can structure your segments by demographics like age, location, interest, lifestyle, and more.

In this example below for FlexFleet Rental, we focused on customer highlights, reviews, and information that can be used by a sales rep to make the sale.

Identifying The Key Goals

After defining the target markets, the next step is to identify the key aims of your sales strategy presentation. Again, as with any strategy or plan, clear goals are crucial to lead your team to success.

Goals should be simple, measurable, achievable, measurable, and timely. In a sales strategy presentation, your goals can focus on increasing customer lead generation, improving the product mix, developing new sales strategies, exploring new markets, understanding the sales cycle, and reaching new prospects.

These aims should be aligned with the overall objectives of your organization and should be clear and concise. The sales teams should work with the marketing team to ensure your sales plan can be executed efficiently. It is important to identify aims related to sales volumes, revenues, and profit margins.

A Mapped Out Sales Process/Strategy

Hunting for buried treasure isn’t very easy without a map. The same goes for accomplishing your goals in your sales plan.

Mapping out a sales process or sales strategy in your sales plan is crucial for effective project and campaign management. This process should be identified and defined to ensure that your team can optimize their time and resources in order to complete the sales plan accordingly. The mapping process must be aligned with the marketing and product plans to ensure that there is no conflict between them.

Ensure that your sales and marketing components are used effectively both online and in person, whether it be customer service, email marketing promotions, or online advertisements.

Having Accurate Forecasting vs The Annual Sales Budget

A clear understanding of what can be realistically achieved, based on the annual sales budget, is important for an effective sales strategy presentation. It is important to be realistic with forecasting to avoid setting unrealistic goals that are difficult to achieve.

Metrics and customer data can be used in your sales plan to forecast changes and trends. While great strategy often involves creative thinking, using data and quantitative information in your strategy is also crucial if you want to sell effectively.

How Performance Is Going To Be Measured

Measuring performance is key to determining the success of any sales team or sales strategy presentation. This should be done over time and involve tracking various metrics, including lead generation, conversion rates, cost of goods sold, perceived value, online or in stores sales, website traffic, and revenue generation rates. This data needs to be monitored and the team needs to pivot to new sales strategies, as necessary.

A sales strategy presentation for ING Financial shows different metrics that can be used to reach targets and goals within their sales plan. Companies can benefit from using metrics and data to develop new sales tactics, create sales campaigns, and expect trends in the market.

What Impact Can A Sales Strategy Presentation Have On Your Sales Team

An effective sales strategy presentation can have a significant impact on your sales team’s performance. A sales strategy presentation will not only provide clear objectives and targets for current and new salespeople at your business, but it can help to motivate your team by providing a clear vision of how they can achieve success. Additionally, a creative sales presentation can engage your audience and lead to a boost in motivation.

A clear sales strategy will help your team stay aligned and focused on their overall goals in the sales plan.

Understand That A Sales Strategy Presentation In The Starting Point

It is important to understand that a sales strategy presentation should be seen as a starting point, not a finished project. As a sales kick off meeting can kickstart the year, a strategic presentation is a starting line for your plan. Remember that as sales priorities shift and evolve, the sales strategy presentation should be regularly updated to reflect this.

Sales Strategy Presentation Template: Final Thoughts

In conclusion, an effective sales strategy presentation is a critical tool in the hands of the sales team that helps them communicate their objectives and strategies effectively. It helps create a shared understanding of the company’s sales goals, target audiences, sales processes, strategies, and performance measurement.

By focusing on the key factors discussed above, you will be able to deliver a compelling sales strategy presentation and sales strategy plan that will help you hit your targets and get your company on the fast track to success.

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We know just how effective and helpful a fully editable sales strategy presentation template can be for your business. This is why we work hard to create a sales strategy template or full sales presentation deck that works for you.

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Sales Strategy Presentation Template

A sales strategy helps sales teams achieve their sales goals and close more deals. Beautiful.ai’s sales strategy template enables managers and sales reps to prioritize and engage with potential customers, while developing different selling models to reach prospective clients. 

Our customizable template has everything you need for a sales strategy like key performance indicators (KPIs), sales process, and product overview. A thoughtful sales strategy presentation can help teams understand things like target market, response time between inbound leads and first sales touch-point, and how to properly demo the product.  

Our sales strategy template can also help you:

• Identify objectives and provide guidance to your sales team 
• Create product positioning guidelines  
• Share sales pipelines and wins with the team and other stakeholders

Use our template to create an effective sales strategy presentation

A sales strategy presentation is an integral component to your sales team’s success – one that requires a concise format, clear layout, and seamless flow. That’s why our template includes everything you need to create an effective presentation. Whether you need to establish ways to improve the sales cycle or share target clients with key players, you can quickly bring your visions to life with slides such as:

Tips to create a memorable sales strategy presentation

As you use this template to craft your sales strategy presentation, keep these do’s and don’ts in mind:

Sales strategy presentations are meant to hype up internal sales teams and set them up for success. Lead by example and tell a compelling story with your strategy so that they’re client-facing pitches are compelling, too.

It can be easy to get caught up in target logos and sales goals, but first you need to identify your value proposition. Make sure that is front and center of your sales strategy.

Remember: Sales teams are busy, and they don’t need every detail of their pipelines in a visual presentation. Limit the amount of content and data you add to each slide to only the most need-to-know information.

Sales strategy presentations don’t have to be boring and repetitive. Liven up your presentation with video clips of sample demos, logos of prospects, and infographics explaining the sales process.

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Sales Strategy

What do you think of this template.

Product details

A sales strategy is plan that outlines how a business is going to sell its products or services. It’s a planned approach to identifying and qualifying prospects, sales presentation, policy formation, and order generation. It answers the following three questions – What are we going to sell? Who will we sell to? What methods are we going to use to sell our offering?

A sales strategy enables a company to position itself and its offering in a meaningful way. It will usually include detailed processes and best practices that a company’s sales team can use to have an easier time selling the company’s products or services. Creating a sales strategy will involve identifying a target market, performing competitive research, analyzing trends, and deciding on sales and promotion methods.

Creating a sales strategy will allow you to understand your target market better, as well as the reasons why your target audience should be buying from you. A good sales strategy should also address your unique selling points and all the ways you can communicate value. While sales strategy and marketing strategy work in unison, it is important to understand the differences between these two strategies. Your marketing strategy outlines the how you are going to reach your target audience, including all the ways you are going to promote your offering, as well as how you will achieve an advantage over your competition.

Your sales strategy, on the other hand, describes how you’re going to sell your product or service to your target audience. The purpose of your sales strategy should be to outline the most effective way of converting prospects into customers, as well as describe ways of converting one-time buyers into repeat customers.

This template will be primarily useful for sales managers and company executives. You can use the slides of this template when preparing a sales strategy both for the whole company and for specific regions. For example, in one region, customer preferences differ from preferences in another, or there is a lot of competition in this region, so sales strategies may be different. Also, this template can be used by CEOs of startups when preparing to meet with their potential investors.

The first and second slides can be used to present sales strategies in a summarized manner. With the third slide, the user can represent stages in a sales strategy and show other sales-related details with the 5-staged funnel chart. Show the impact of synergizing two sales strategies with the fourth slide. This sales strategy template comprises of 4 pre-designed slides to help you save time and effort on putting together your sales strategy presentation. 100% editable and can be personalized in a seamless manner.

The sales strategy template has vast usage across all industries and is designed for managers, business analysts, strategic planners, company owners, sales, marketing and advertising executives, etc. Impress your audience with your well-executed strategy that can be presented in a crisp and impressive manner with this sales strategy PowerPoint template.

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22 Best Sales Strategies, Plans, & Initiatives for Success [Templates]

Discover sales strategy examples, templates, and plans used by top sales teams worldwide.

FREE SALES PLAN TEMPLATE

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

Updated: 03/07/24

Published: 03/07/24

A strong sales strategy plan creates the foundation for a cohesive and successful sales organization.

Sales strategies and initiatives also align salespeople on shared goals and empower them to do their best work — keeping them happy and successful, too.

In this guide, I’ll dig into some sales strategies and initiatives that I’ve found can help you generate more leads and close more deals. But first, let’s define what a sales strategy is.

Table of Contents

What is a sales strategy?

Why is a sales strategy important, the most effective sales strategies, sales strategy types, sales planning: how to build a sales strategy plan, sales initiatives, sales strategy examples from successful sales teams.

A sales strategy is a set of decisions, actions, and goals that inform how your sales team positions the organization and its products to close new customers. It acts as a guide for sales reps to follow, with clear goals for sales processes, product positioning, and competitive analysis.

A clear sales strategy serves as a map for the growth of your business. Your sales strategy is key to future planning, problem-solving, goal-setting, and management.

An effective sales strategy can help you:

• Give your team direction and focus. Strategic clarity can help your sales reps and managers understand which goals and activities to prioritize. This can lead to improved productivity and outcomes.
• Ensure consistent messaging. Your sales strategy can help your team deliver a consistent message to prospects, partners, and customers. This can increase both trust and effectiveness.
• Optimize opportunities. Strong sales strategies will help you target the right prospects and customize your approach. This can help your team make the most of every sales opportunity.
• Improve resource allocation. Your sales strategy outlines your priorities and resources. In turn, this can help your sales team use their time, effort, and other resources more efficiently, boosting your team’s ability to focus on high-potential deals.

Next, let’s cover some of the sales strategies that I’ve found can be most effective.

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2. Become a thought leader.

Sharing your advice, tried-and-true best practices, and niche expertise are some of the most long-lasting ways to build your personal brand and lend more credibility to your organization. After all, nobody wants to feel like they’re being sold to. Instead, it’s better to help people by offering solutions to their problems.

That’s what thought leaders do. Indeed, a recent report found that “Thought leadership is one of the most effective tools an organization can use to demonstrate its value to customers during a tough economy — even more so than traditional advertising or product marketing, according to B2B buyers.”

According to the study, 61% of decision-makers believed that thought leadership could be moderately or very effective in demonstrating the value of a company’s products. Moreover, more than half of C-suite executives in the study believed that thought leadership has a greater impact on purchases during an economic downturn, making this an even more important element of a sales strategy in today’s uncertain economic times.

So what’s the catch?

Not all thought leadership content is created equal.

When done right, thought leadership can have a huge positive impact, but poor thought leadership can be devastating to a company’s sales goals. So, before you plan a spree of LinkedIn posts to drive leads, consider who your audience is, what they need to know, and how your organization can help.

Also, it may not hurt to have a second set of eyes from your marketing, communication, and PR departments review your plan first to make sure everything is on-brand (and trackable!).

3. Prioritize inbound sales calls as hot leads.

There’s an age-old question in sales: “Should I discuss product pricing with a prospect on the first sales call?” The honest answer is: It depends.

You and your sales team know your process better than anyone. So take it from me — if you’ve seen success with pitching with pricing first, last, or somewhere in between, stick with what’s working for you.

But beyond that, your team should always prioritize the prospects who come to you. These hot leads are definitely interested in what you have to sell, and before they make a decision, they want to get the information they need about how it will benefit them.

By prioritizing talking to these prospects as soon as they call in or send an email, you’re putting your best foot forward and showing them that you’re helpful, solutions-oriented, and considerate of their time. And if that means closing a deal on the first call, there’s nothing wrong with that — as long as the customer has the information they need to make an informed decision.

4. Properly research and qualify prospects.

I’ve personally discovered that even the strongest sales strategy can’t compensate for targeting the wrong customers. To ensure your team is selling to the right type of customer, encourage reps to research and qualify prospects before attempting to discuss your product. Indeed, throughout my career, I’ve found that more work on the front end can lead to smoother closing conversations later on.

Outline the criteria a prospect needs to meet to be qualified as a high-probability potential customer. These criteria will depend on your unique business and target audience, but they should generally be based on a prospect’s engagement history and demographics.

Free Guide: 101 Sales Qualification Questions

101 Questions to Ask Contacts When Qualifying, Closing, Negotiating, and Upselling.

• Budget Questions
• Business Impact Questions
• Competitor Questions

5. Implement a free trial.

Offering a free trial or freemium version of your product can be a highly effective way to convert prospects. In fact, HubSpot’s sales strategy report found that 76% of sales professionals feel that free trials are effective in converting prospects into paying customers, while 69% of professionals believe that freemium offerings are effective.

Keeping a list of proven, go-to closing techniques will help salespeople routinely win deals. Some of my favorite techniques include the ‘now or never close’ — i.e., “If you commit now, I can get you a 20% discount” — or the ‘question close,’ i.e., “In your opinion, does what I am offering solve your problem?”

Free Sales Closing Guide

An easy-to-use sales closing guide with three tactics you can use right away.

• Using an ROI calculator for your prospects
• How to ask confirmation questions
• Sales question templates you can use today

To further improve your closing techniques and learn to close deals with confidence, check out this free, downloadable Sales Closing Guide .

11. Nurture existing accounts for future selling opportunities.

Once a deal is done, there’s no need for a sales strategy, right? Wrong.

Account management is an incredibly important part of the sales process, as this is how you foster loyal, happy customers and identify cross-selling and upselling opportunities.

So, after your sales team sees success with its sales strategy, it’s vital to form a partnership between the sales team and customer service/success teams.

Remember: Ensuring customers’ continued satisfaction with your product or service will make them more likely to do business with your company again. You may even inspire them to advocate for it proactively.

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How to Conduct an Effective Sales Strategy Presentation

As a sales professional , you’re used to selling to customers, but selling to stakeholders in your own organization is a different story. When you conduct a sales strategy presentation, that’s exactly what you’re doing: Demonstrating what you expect your team to accomplish to benefit the rest of the organization.

Your sales strategy is written. You’ve got all your numbers in order. Now, all that’s left is to present that strategy to your leadership team. 77% of people have a fear of public speaking, but that’s never applied to you… until now. Conducting a sales strategy presentation can be a lot of pressure.

I’ll give you my top tips for conducting a sales strategy presentation that is guaranteed to align your organization and excite the other stakeholders in your business.

What Is a Sales Strategy Presentation?

Before we provide the steps to conducting an effective sales strategy presentation, let’s first outline what a sales strategy presentation looks like.

A sales strategy presentation is your opportunity to ensure your sales goals and strategies are aligned with the goals and strategies of the other stakeholders in your organization. You will use this time to outline opportunities you see for the business to win new customers, as well as outline your plans to structure, train, and develop your sales team.

RELATED READ: How Long Does It Take to Develop a Modern Sales Force

It is my experience that sales leaders don’t spend enough time or energy teaching, training, and indoctrinating their sales force in their strategy—if they have one at all. This is one of the reasons that sales managers find themselves continually telling certain salespeople they are not allowed to match their competitor’s pricing or offering some concession that would break the strategy.

There are three groups that should be included in a sales strategy presentation. First, your senior sales leaders should be included in the strategy and the presentation. Second, your marketing team should also participate, as it will be important to acquire their help with things like market research and positioning, as well as the content the sales force will need. Third, and finally, the sales force needs to understand what their strategy requires of them.

Your strategy is a tool to create alignment within your sales force and your organization. It provides a structure that keeps everyone on the same page and helps you reach revenue growth goals. It’s a mistake not to use it for this purpose.

Start With Goals and KPIs

Your first step in conducting an effective sales strategy presentation is to nail down goals and KPIs . In your presentation, discuss performance over the past period. In a modern sales approach, we tend to spend a lot of time working on helping our clients answer, “why should I change now?” In this case, you are going to ask and answer this question yourself.

When you introduce your strategy or an update, data around your past performance helps to make the case for change, something John Kotter of Harvard describes as “a burning platform.” By answering “why change” first and enlightening your audience with the data that proves you not only capture their attention but also provide a justification for what comes next.

Establish goals your team will be shooting for over the next period. Even if you have to make a conservative estimate of the better results you are going to create in the first quarter you use your strategy, start with the goals and the KPIs you will be tracking.

Outline Your Market Strategy

What markets will you be targeting? Sometimes it makes sense to target a single vertical, but in many more cases, your strategy should be targeted to address the needs of customers in multiple markets, increasing the number of customers that will benefit from what you sell and how you deliver customer value.

When it is possible to identify the companies that spend the most in your category, putting forth the time and effort to pursue them will create greater net new revenue, speeding your results, provided you get your strategy right and your team properly trained and enabled.

How did you establish this? You want to help your leadership team, your marketing team, and your sales force to understand why you made the decisions as to who and why you have chosen these targets and how your strategy is going to improve results.

Present data to support your strategy. Presenting the data that is driving your decisions not only helps you inform your team about your choices, but a conversation with your teams can identify other considerations and modifications that make your plan even more powerful.

Describe Training & Development Efforts

Plan for team training and development to hit key metrics. Most sales leaders don’t recognize the connection between their sales force’s effectiveness and their ability to execute the company’s strategy. Without being trained to execute the strategy, you risk failing to execute the strategy well enough for it to produce the results you need. This is critical if your strategy requires a consultative approach, as most salespeople have never been taught to use a modern sales approach.

Our training and development on the Sales Accelerator Platform provides the curriculum to train salespeople to execute your strategy and provide them with a culture shift, one that reinforces your strategy and one with proven results.

Discuss Budgetary Needs

Lastly, a strategy shift comes with expenses. Some of these expenses include training and development, marketing assets and tools, and in some cases, hiring a number of new salespeople who have a track record in executing your chosen strategy. Ensure you’re making your budgetary needs known during your presentation.

An Effective Sales Strategy Presentation is Only the Beginning

Conducting an effective sales strategy presentation is a vital step to aligning your team with the rest of your organization, and securing the budget you need to move your team forward in the next period. Following the steps outlined here, you should have all the tools you need to conduct a sales strategy presentation that everyone can agree upon.

But the sales strategy presentation is just the beginning! To get the results you need and hit those metrics you’ve outlined, you’ll need some help. Our Sales Accelerator can help you level up your team’s skills, giving them the ability to crush the goals in your sales strategy. Check out Sales Accelerator today!

Written and edited by human brains and human hands.

Anthony Iannarino is an American writer. He has published daily at thesalesblog.com for more than 14 years, amassing over 5,300 articles and making this platform a destination for salespeople and sales leaders. Anthony is also the author of four best-selling books documenting modern sales methodologies and a fifth book for sales leaders seeking revenue growth. His latest book for an even wider audience is titled, The Negativity Fast: Proven Techniques to Increase Positivity, Reduce Fear, and Boost Success.

Anthony speaks to sales organizations worldwide, delivering cutting-edge sales strategies and tactics that work in this ever-evolving B2B landscape. He also provides workshops and seminars. You can reach Anthony at thesalesblog.com or email [email protected] .

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Sales Presentation templates

These designs are up for sale take a look at the slidesgo store window discover this collection of google slides themes and powerpoint templates related to the world of sales, shopping, and discounts. because who doesn't like sales and discounts.

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Sales strategy infographics.

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Y2K Console Style MK Campaign

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Creative Sales Strategy

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Sales Planning Process

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Sales Forecast Business Plan

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E-commerce Metrics in Digital Marketing

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Neon Halloween Sales MK Campaign

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Sales by Month Infographics

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Procurement Savings Dashboard Software Pitch Deck

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Digital Seafood Discount Voucher

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How to Deal With Gossip

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Spring Sales Social Media Strategy

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After Christmas Holidays Sales IG Stories

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Purchase Order App Pitch Deck

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Social Media Sales

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Yearly Sales Plan

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After Christmas Sales Infographics

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Pricing Strategies Proposal

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Sales Strategy Presentation Templates

Hello sales executives use our fantastic free sales strategy powerpoint templates and google slides themes pack if you need to make a professional presentation. these templates will define your sales tactics and successfully communicate them to internal and external businesses. try it now.

Free Sales Strategy PowerPoint Templates and Google Slides Themes for Winning Presentations!

We're here to help you, what is sales strategy.

A Sales Strategy is a set of action, plan, decision, and objective that helps showcase the sales team's performance in an organization. It is the best tool to support sales reps with perfect goals and objectives.

What are Sales Strategy PowerPoint Templates?

Sales Strategy PowerPoint templates are the best presentation tool designed with an attractive sales theme. These templates help depict clear sales process objectives with eye-grabbing visuals and designs.

How can I make a Sales Strategy PowerPoint Template for a presentation?

A presentation template is easier to construct for PowerPoint designers. If you're a beginner, you could find creating a new slide for your presentation challenging. So pick the best pre-designed templates. If you need design inspiration, visit our PowerPoint tips & tricks page.

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These Sales Strategy PowerPoint templates are the perfect choice for sales managers, reps, sales executives, and project managers. It is the perfect tool for sales presentations.

Where can I find free PPT Templates?

You may have come across numerous free PowerPoint supplier websites, but the design did not satisfy you. As a result, it's always safer to rely on a reputable source like Slide Egg.

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Elevate Your SaaS Channel Sales Strategy

Introduction

In the SaaS industry, channel sales involve selling software through third-party partners, such as resellers and distributors, rather than directly to customers. This approach leverages the established relationships and networks of channel partners, broadening market reach and increasing revenue opportunities. By integrating channel partners into the sales process, SaaS companies can scale rapidly without needing a large direct sales force. These partners, with their specialized expertise and local market knowledge, enable SaaS providers to tailor their offerings to specific customer segments more effectively, driving overall growth and closing more deals.

In spite of the many potential benefits, creating and maintaining a successful SaaS channel sales strategy can be challenging. To execute it properly, you need to take specific steps to elevate your strategy and optimize channel sales for your partner program. In this article, we will explore some of the most important steps to create a solid SaaS channel sales strategy.

SaaS Channel Sales Challenges

Managing SaaS channel sales presents unique challenges. Partner management complexity can arise from aligning channel partners with company goals and providing necessary resources and training to ensure a smooth sales cycle. Communication barriers, especially with partners across different regions and time zones, can lead to misunderstandings and inefficiencies within the sales team. Additionally, tracking and reporting issues can hinder visibility into partner activities and performance. Accurate data collection and analysis are essential for informed decision-making and optimizing the channel sales strategy. By addressing these challenges, salespeople can streamline the sales process and enhance overall channel sales performance.

Key Steps to Elevate Your Saas Channel Sales Strategy

Enhancing a SaaS channel sales strategy involves a series of critical steps designed to optimize performance, build robust partnerships, and boost revenue growth. Here's a comprehensive guide featuring key steps that help you elevate your SaaS channel sales approach:

1. Understand Your Target Market and Ideal Partner Persona

Conducting thorough market research is essential for identifying your target customers and understanding their specific needs. This research helps you tailor your SaaS solution to meet market demands effectively. By analyzing customer demographics, behaviors, and pain points, you can refine your channel strategy and ensure that your channel sales efforts are focused on the right segments. Comprehensive market research also provides insights into emerging trends and competitive dynamics, allowing you to stay ahead in the competitive landscape.

Defining an ideal partner persona is crucial for the success of your channel sales strategy. Identify channel partners who possess the market reach, technical expertise, and customer base that align with your SaaS solution. An ideal partner should have a strong presence in your target market and the ability to effectively communicate the value of your product to potential customers. Additionally, consider partners whose goals and values align with your own, ensuring a harmonious and productive collaboration. By selecting the right channel partners, you can enhance your market penetration and drive sustainable growth through a well-executed channel strategy.

2. Develop a Compelling Value Proposition

Clearly articulate the unique selling points (USPs) of your SaaS product to attract customers and channel partners. Emphasize how your product stands out through innovative features, superior performance, or cost-effectiveness. These USPs should address the needs identified in your market research, showing how your solution provides tangible benefits. A strong value proposition streamlines the sales process, giving your sales team and salespeople compelling reasons to promote your product, shortening the sales cycle, and closing more deals.

Highlight the benefits for channel partners to strengthen your value proposition. Communicate the revenue potential partners can achieve by promoting your SaaS product. Provide details on the support, training, and marketing resources available to help them sell effectively. Offering encompassing support and resources builds strong relationships with channel partners, ensuring they are well-equipped to drive sales and succeed within their own sales cycles. This approach incentivizes partners to collaborate and fosters long-term loyalty and mutual growth.

3. Create a Detailed Partner Program

Developing a tiered partner program with incentives that reward performance and loyalty is essential for motivating channel partners and driving sales. A well-structured program encourages partners to increase their efforts and engagement over time. Here are several examples of tiered system types:

• Commission Increases: Higher commission rates for top-performing partners.
• Exclusive Deals: Access to exclusive deals or early product releases.
• Marketing Funds: Additional co-marketing funds for partners reaching specific sales targets.
• Training Credits: Free training and certification credits for partners who achieve high sales volumes.
• Recognition Programs: Public recognition and awards for top-tier partners.

Providing comprehensive training and certification programs ensures that partners are well-versed in your product. This knowledge equips them to effectively communicate the value of your solution to potential customers, streamlining the sales process. Certification programs also add credibility to partners' expertise, enhancing their ability to close deals and shorten the sales cycle.

Offering comprehensive marketing support, including joint marketing opportunities, funds, co-branded materials , and campaigns, helps partners generate leads and drive sales. By collaborating on marketing efforts, you can amplify your reach and provide partners with the tools they need to succeed. This support not only boosts partner performance but also strengthens the overall effectiveness of your sales team and salespeople.

4. Invest in Technology and Tools

Implementing a partner portal is crucial for streamlining the sales process and enhancing the efficiency of your channel partners. A well-designed partner portal allows partners to access essential resources, track their performance , and communicate effectively with your sales team. This centralized platform ensures that salespeople have the information they need to close deals quickly and efficiently, ultimately shortening the sales cycle. By providing your channel partners with easy access to training materials, marketing resources, and performance metrics, you can foster better engagement and collaboration, leading to more successful partnerships.

Integrating your CRM system with partner management tools is essential for seamless data sharing and tracking. This integration allows your sales team to have a comprehensive view of all partner activities and deal progress in one place. With real-time data and insights, salespeople can make informed decisions and provide timely support to channel partners. A well-integrated CRM system ensures that all aspects of the sales process are aligned, from lead generation to deal closure, enhancing overall efficiency and effectiveness. By leveraging advanced technology and tools, you can optimize your sales cycle and drive better results for your business.

5. Build Strong Relationships

Maintaining regular communication with your partners is essential for building strong, long-lasting relationships. Schedule regular meetings to discuss progress, share updates through newsletters, and keep partners informed about new product developments and market opportunities. Consistent communication ensures that partners feel valued and supported, which is crucial for fostering loyalty and commitment. Providing partners with excellent resources and information allows them to better serve potential customers and expand into new markets effectively.

Establishing a feedback mechanism is vital for understanding your partners' needs and challenges. Regularly soliciting feedback helps identify areas for improvement and ensures that your support aligns with partners' expectations. Additionally, engaging in joint business planning sessions enables both parties to align goals and strategies, ensuring a unified approach to market penetration and sales growth. By collaboratively setting objectives and developing action plans, you can enhance partner satisfaction and drive better outcomes for your product in new markets.

6. Provide Ongoing Support and Enablement

Offering comprehensive technical support is essential to help your partners address customer issues and ensure successful product implementations. By providing timely and effective technical assistance, you enable your partners to deliver a seamless user experience, which is crucial for customer satisfaction and retention. This support reduces the burden on partners, allowing them to focus on sales and other strategic activities while also minimizing the risk of higher costs associated with resolving technical problems independently.

Providing sales support is equally important in empowering your partners to succeed. Assist your partners with pre-sales activities, such as product demonstrations and technical inquiries, to help them engage potential customers more effectively. Sales reps should be available to offer demo support and aid in closing deals, ensuring that partners have the necessary resources to achieve their sales targets.

Additionally, maintaining a comprehensive knowledge base with detailed documentation, FAQs, and troubleshooting guides allows partners to quickly find answers to common questions, enhancing their ability to support users and close deals efficiently. This ongoing support and enablement foster a strong partnership and drive the overall success of your product in the market.

7. Measure and Optimize Performance

Defining key performance indicators (KPIs) is crucial for measuring the success of your channel sales strategy. KPIs should encompass various aspects of your product's performance, including sales volume, user acquisition, and market penetration in each category. By taking a closer look at these metrics, you can gain valuable insights into the effectiveness of your sales efforts and identify areas that need improvement. Regularly monitoring these indicators ensures that your strategy remains aligned with your partners' and partnership goals and allows you to make data-driven decisions.

Conducting regular performance reviews with your partners is essential for continuous improvement. These reviews provide an opportunity to discuss progress, address challenges, and identify potential areas for optimization. Utilizing data analytics to track performance trends enables you to understand how different strategies impact your product's success. By analyzing this data, you can refine your approach, enhance partner collaboration, and ensure that your sales strategy remains effective and competitive. This ongoing process of measurement and optimization helps drive sustained growth and ensures that your product continues to meet the needs of users across various categories.

8. Foster a Partner Community

Building a strong partner community is crucial for SaaS channel sales as it fosters collaboration and the sharing of best practices, improving sales techniques and product support. A well-engaged community keeps partners motivated and connected to your brand, encouraging active promotion. Additionally, it provides valuable feedback for product improvements, enhancing the user experience. Recognizing top-performing partners through events and awards further motivates all partners, driving higher performance and better sales results.

• Events and Webinars: Host regular events and webinars to bring your partners together and foster a sense of community. Use these events to provide updates on product developments, share success stories, and offer training on best practices. Encourage partners to network and collaborate, enhancing their ability to support users and succeed in their respective categories.
• Partner User Groups: Create user discussion groups where partners can share experiences, ask questions, and exchange best practices. Facilitate discussions on common challenges and innovative solutions, giving partners a platform to learn from each other. Monitor these groups to provide timely support and gather feedback for continuous product improvement.
• Recognition and Awards. Recognize and reward top-performing partners through awards and recognition programs. Offer incentives such as exclusive access to new product features, marketing support, or financial bonuses for exceptional performance. Highlight these achievements in newsletters and events, encouraging a closer look at the strategies that drive success and fostering a competitive yet supportive partner environment.

9. Stay Agile and Adaptable

Remaining agile and adaptable is essential for staying competitive in the SaaS industry, especially for small businesses. Keeping informed about market trends and evolving customer needs allows you to tailor your product to meet the latest demands. Regularly analyzing industry developments ensures that your product remains relevant and attractive to users. By staying ahead of market trends, small businesses can better anticipate changes and swiftly adjust their strategies to maintain a competitive edge.

Establishing a continuous feedback loop with your partners is crucial for adapting your strategy as needed. This open line of communication helps you gather insights and identify areas for improvement. Encouraging innovation and being open to new ideas from your partners can lead to significant advancements in your product and user experience. By fostering a collaborative environment where partners feel valued and heard, small businesses can implement innovative solutions that keep them ahead of the competition and better serve their users.

A well-structured SaaS channel sales strategy offers numerous advantages, including optimized performance, stronger partnerships, and increased revenue growth. By understanding your target market, developing a compelling value proposition, creating a detailed partner program, investing in technology, and fostering strong relationships, you can effectively manage and elevate your channel sales efforts. Furthermore, continuous support and performance measurement, along with a proactive approach to market trends and partner feedback, are essential to maintaining agility and competitiveness.

Partner Relationship Management (PRM) platforms play a pivotal role in managing and enhancing SaaS channel sales strategies. PRMs like Kiflo streamline partner management, providing the necessary resources, tracking tools, and communication channels to drive success. By leveraging Kiflo, you can ensure your partners are well-equipped, motivated, and aligned with your business goals.

Ready to elevate your SaaS channel sales strategy? Book a personalized demo today, discover the benefits of Kiflo, and start optimizing your channel sales.

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Top 15 SaaS Partner Programs

Types of SaaS Partner Programs With Examples

Your right to know, what are direct sales, how to create a sales channel strategy, who is a channel sales manager, what is the saas method of sales, what are the marketing channels of saas, still have questions.