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Blog Marketing 15 Sales Presentation Examples to Drive Sales

15 Sales Presentation Examples to Drive Sales

Written by: Danesh Ramuthi Oct 31, 2023

A sales presentation is not merely a brief introduction to a product or service. It’s a meticulously constructed sales pitch tailored to showcase the unique features and key elements of what’s being offered and to resonate deeply with the prospective customers. 

But what stands out in the best sales presentation is their ability to weave an engaging story, integrating customer testimonials, success stories and sales performances to maintain the audience’s attention span and to persuade them to take action. 

The right tools, like those provided by Venngage presentation Maker and its sales presentation templates , can greatly aid in this endeavor. The aim is to have a presentation memorable enough that it lingers in the minds of potential clients long after the pitch. 

Its ultimate aim is not just to inform but to persuasively secure the audience’s commitment.

Click to jump ahead:

6 Sales presentation examples

What to include and how to create a sales presentation, sales presentation vs pitch deck.

• Final thoughts

A sales presentation can be the differentiating factor that turns a potential client into a loyal customer. The manner in which a brand or individual presents their value proposition, product, or service can significantly impact the buying decisions of their audience.

Hence, drawing inspiration from various sales presentation examples can be an instrumental step in crafting the perfect pitch.

Let’s explore a few examples of sales presentations that cater to different needs and can be highly effective when used in the right context.

Clean sales presentation examples

The concept of a “clean” sales presentation reflects more than just its visual aesthetic; it captures an ethos of straightforward, concise and effective communication. A clean presentation offers a professional and efficient way to present your sales pitch, making it especially favorable for brands or individuals looking to be perceived as trustworthy and reliable.

Every slide in such a presentation is meticulously designed to be aesthetically pleasing, balancing visuals and text in a manner that complements rather than competes.

Its visual appeal is undeniably a draw, but the real power of a clean sales presentation lies in its ability to be engaging enough to hold your audience’s attention. By minimizing distractions, the message you’re trying to convey becomes the focal point. This ensures that your audience remains engaged, absorbing the key points without being overwhelmed.

A clean design also lends itself well to integrating various elements such as graphs, charts and images, ensuring they’re presented in a clear and cohesive manner. In a business environment where attention spans are continually challenged, a clean presentation stands as an oasis of clarity, ensuring that your audience walks away with a clear understanding of what you offer and why it matters to them.

Minimalist sales presentation examples

Minimalism, as a design and communication philosophy, revolves around the principle of ‘less is more’. It’s a bold statement in restraint and purpose. In the context of sales presentations, a minimalist approach can be incredibly powerful.

It ensures that your content, stripped of any unnecessary embellishments, remains at the forefront. The primary objective is to let the core message shine, ensuring that every slide, every graphic and every word serves a precise purpose.

This design aesthetic brings with it a sense of sophistication and crispness that can be a potent tool in capturing your audience’s attention. There’s an inherent elegance in simplicity which can elevate your presentation, making it memorable.

But beyond just the visual appeal, the minimalist design is strategic. With fewer elements on a slide, the audience can focus more intently on the message, leading to better retention and engagement. It’s a brilliant way to ensure that your message doesn’t just reach your audience, but truly resonates with them.

Every slide is crafted to ensure that the audience’s focus never wavers from the central narrative, making it an excellent choice for brands or individuals seeking to create a profound impact with their pitches.

Simple sales presentation examples

A simple sales presentation provides a clear and unobstructed pathway to your main message, ensuring that the audience’s focus remains undivided. Perfect for highlighting key information, it ensures that your products or services are front and center, unobscured by excessive design elements or verbose content.

But the beauty of a simple design is in its flexibility. With platforms like Venngage , you have the freedom to customize it according to your brand voice and identity. Whether it’s adjusting text sizes, incorporating vibrant colors or selecting standout photos or icons from expansive free stock libraries, the power to enhance and personalize your presentation lies at your fingertips.

Creating your ideal design becomes a seamless process, ensuring that while the presentation remains simple, it is every bit as effective and captivating.

Professional sales presentation example

A professional sales presentation is meticulously crafted, reflecting the brand’s guidelines, voice and core values. It goes beyond just key features or product benefits; it encapsulates the brand’s ethos, presenting a cohesive narrative that resonates deeply with its target audience.

For sales professionals, it’s more than just a slide deck; it’s an embodiment of the brand’s identity, from the great cover image to the clear call to action at its conclusion.

These presentations are tailored to address potential pain points, include sales performances, and present solutions in a compelling and engaging story format. 

Integrating elements like customer success stories and key insights, ensuring that the presentation is not just good, but memorable.

Sales performance sales presentation example

A company’s sales performance presentation is vital to evaluate, refine and boost their sales process. It’s more than just numbers on a slide deck; it’s a comprehensive look into the effectiveness of sales campaigns, strategies and the sales team as a whole.

This type of sales presentation provides key insights into what’s working, what isn’t and where there’s potential for growth.

It’s an invaluable tool for sales professionals, often serving as a roadmap guiding future sales pitches and marketing campaigns.

An effective sales performance presentation might begin with a compelling cover slide, reflecting the brand’s identity, followed by a brief introduction to set the context. From there, it delves into specifics: from the sales metrics, customer feedback and more.

Ultimately, this presentation is a call to action for the sales team, ensuring they are equipped with the best tools, strategies and knowledge to convert prospective customers into paying ones, driving more deals and growing the business.

Testimonial-based sales presentation examples

Leveraging the voices of satisfied customers, a testimonial-based sales presentation seamlessly blends social proof with the brand’s value proposition. It’s a testament to the real-world impact of a product or service, often making it one of the most effective sales presentation examples. 

By centering on customer testimonials, it taps into the compelling stories of those who have experienced firsthand the benefits of what’s being offered.

As the presentation unfolds, the audience is introduced to various customer’s stories, each underscoring the product’s unique features or addressing potential pain points.

These success stories serve dual purposes: they not only captivate the audience’s attention but also preemptively handle sales objections by showcasing how other customers overcame similar challenges.

Sales professionals can further augment the presentation with key insights derived from these testimonials, tailoring their sales pitch to resonate deeply with their potential clients.

Creating a good sales presentation is like putting together a puzzle. Each piece needs to fit just right for the whole picture to make sense. 

So, what are these pieces and how do you put them together? 

Here, I’ll break down the must-have parts of a sales presentation and give you simple steps to build one. 

What to include in a sales presentation?

With so much information to convey and a limited time to engage your audience in your sales presentation, where do you start?

Here, we’re going to explore the essential components of a successful sales presentation, ensuring you craft a compelling narrative that resonates with your prospects.

• A captivating opening slide: First impressions matter. Start with a great cover image or slide that grabs your audience’s attention instantly. Your opening should set the tone, making prospects curious about what’s to come.
• Data-driven slides: Incorporate key points using charts, graphs, infographics and quotes. Instead of flooding your slides with redundant information, use them as a tool to visually represent data. Metrics from your sales dashboard or third-party sources can be particularly illuminating.
• Social proof through testimonials: Weave in testimonials and case studies from satisfied customers. These success stories, especially from those in the same industry as your prospects, act as powerful endorsements, bolstering the credibility of your claims.
• Competitive context: Being proactive is the hallmark of savvy sales professionals. Address how your product or service fares against competitors, presenting a comparative analysis. 
• Customized content: While using a foundational slide deck can be helpful, personalizing your presentation for each meeting can make all the difference. Whether it’s integrating the prospect’s brand colors, industry-specific data or referencing a past interaction, tailored content makes your audience feel acknowledged.
• Clear path to the future: End by offering a glimpse into the next steps. This can include a direct call to action or an overview of the onboarding process. Highlight the unique value your company brings post-sale, such as exceptional training or standout customer support.
• Keep it simple: Remember, simplicity is key. Avoid overcrowding your slides with excessive text. Visual data should take center stage, aiding in comprehension and retention. 

Related: 120+ Presentation Ideas, Topics & Example

How to create a sales presentation? 

Crafting a good sales presentation is an art that blends structure, content and design. 

A successful sales presentation not only tells but also sells, capturing the audience’s attention while conveying the main message effectively. 

Here’s a step-by-step guide to ensure that your sales deck becomes a winning sales presentation.

1. Find out your ideal audience

The first step to any effective sales pitch is understanding your audience. Are you presenting to prospective customers, potential clients or an internet marketing agency? Recognize their pain points, buying process and interests to craft a message that resonates. This understanding ensures that your presentation is memorable and speaks directly to their unique needs.

2. Pick a platform to Use

Depending on your target audience and the complexity of your sales literature, you might opt for Venngage presentation maker, PowerPoint templates, Google Slides or any tools that you are comfortable with. Choose a tool that complements your brand identity and aids in keeping your audience’s attention span engaged.

3. Write the ‘About Us’ section

Here’s where you build trust. Give a brief introduction about your organization, its values and achievements. Highlight key elements that set you apart, be it a compelling story of your brand’s inception, a lucrative deal you managed to seal, or an instance where an internet marketing agency hired you for their needs.

4. Present facts and data

Dive deep into sales performance metrics, client satisfaction scores and feedback. Use charts, graphs and infographics to visually represent these facts. Testimonials and customer success stories provide that added layer of social proof. By showcasing concrete examples, like a customer’s story or feedback, you give your audience solid reasons to trust your product or service.

5. Finish with a memorable conclusion & CTA

Now that you’ve laid out all the information, conclude with a bang. Reiterate the value proposition and key insights you want your audience to remember. Perhaps share a compelling marketing campaign or a unique feature of your offering.

End with a clear call to action, directing your prospects on what to do next, whether it’s downloading further assistance material, getting in touch for more deals or moving further down the sales funnel .

Related: 8 Types of Presentations You Should Know [+Examples & Tips]

Sales presentation and the pitch deck may seem similar at first glance but their goals, focuses, and best-use scenarios differ considerably. Here’s a succinct breakdown of the two:

Sales Presentation:

• What is it? An in-depth dialogue designed to persuade potential clients to make a purchase.
• Focuses on: Brand identity, social proof, detailed product features, addressing customer pain points, and guiding to the buying process.
• Best for: Detailed interactions, longer meetings and thorough discussions with potential customers.
• Example: A sales rep detailing a marketing campaign to a potential client.

Pitch Deck:

• What is it? Pitch deck is a presentation to help potential investors learn more about your business. The main goal isn’t to secure funding but to pique interest for a follow-up meeting.
• Focuses on: Brand voice, key features, growth potential and an intriguing idea that captures the investor’s interest.
• Best for: Initial investor meetings, quick pitches, showcasing company potential.
• Example: A startup introducing its unique value proposition and growth trajectory to prospective investors.

Shared traits: Both aim to create interest and engagement with the audience. The primary difference lies in the intent and the audience: one is for selling a product/service and the other is for igniting investor interest.

Related: How to Create an Effective Pitch Deck Design [+Examples]

Final thoughts 

Sales presentations are the heart and soul of many businesses. They are the bridge between a potential customer’s needs and the solution your product or service offers. The examples provided—from clean, minimalist to professional styles—offer a spectrum of how you can approach your next sales presentation.

Remember, it’s not just about the aesthetics or the data; it’s about the narrative, the story you tell, and the connection you establish. And while sales presentations and pitch decks have their distinct purposes, the objective remains consistent: to engage, persuade and drive action.

If you’re gearing up for your next sales presentation, don’t start from scratch. Utilize Venngage presentation Maker and explore our comprehensive collection of sales presentation templates .

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

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

How Do Sales Presentations Work?

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

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

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

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

Free Sales Presentation Template

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

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

Common Sections of an Effective Sales Presentation

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

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

Small Talk & Intros

Solution & benefits, social proof.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Here are three ways to close your presentation:

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

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

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

How to Create a Winning Sales Presentation

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

Craft a General Presentation

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

Personalize the Presentation

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

Gather Supporting Materials

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

Create a Personalized Sales Deck

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

1. Write Your General Presentation Outline & Script

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

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

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

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

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

2. Personalize the Presentation

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

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

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

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

3. Gather Supporting Materials

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

The best personalized presentation materials and information to gather include: 

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

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

4. Create a Personalized Sales Deck

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

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

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

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

Additional Reading:

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

How to Properly Deliver Your Sales Presentation

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

Start With Highly Personalized Small Talk

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

Use a Conversational Tone

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

Switch Speakers Often

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

Encourage Questions Throughout

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

Follow Typical Presentation Best Practices

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

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

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

Go Off Script When Needed

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

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

Top 3 Sales Presentation Software

Most of your prospects will better follow what you're saying and understand your product and what it does if they can view a visual slide deck as you speak. While there are many sales presentation software options out there, we've found Visme, Google Slides, and Prezi to be some of the best ones in terms of key factors like cost and features. We've briefly covered each platform below:

Google Slides

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

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

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

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

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

3 Best Sales Presentation Examples From Top Companies

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

LinkedIn Sales Navigator Presentation

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

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

Zuora Sales Presentation

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

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

Steve Jobs Sales Presentation

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

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

Top 4 Sales Presentation Tips

We listed best practices for delivery above, but there are also best practices for preparation that can help you get your presentation in good shape before your attendees arrive in person or virtually. These include planning a certain closing technique, rehearsing your presentation, sharing your sales deck in advance, and testing the technology. Keep these four main tips in mind, especially after you finish creating your presentation and start getting ready to deliver it.

Plan a Personalized Closing Technique

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

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

Rehearse Your Presentation

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

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

Share Your Sales Deck Beforehand

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

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

Prepare & Test the Technology

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

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

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

Bottom Line: Sales Presentation

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

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

Audrey Harris

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

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

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

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

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

Step 1: Research the company and your contact

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

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

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

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

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

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

Consider the company’s challenges

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

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

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

Learn more about your audience

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

Step 2: Prepare for your sales presentation

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

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

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

Keep your presentation simple

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

Practice your presentation

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

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

Step 3: Nail your sales presentation

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

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

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

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

Ask questions during the presentation to encourage a dialogue

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

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

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

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

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

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

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

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

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

You can make your next sales presentation your best

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

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

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

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10 perfect sales pitch examples and how to write your own

The quality of a sales pitch can be the difference between meeting or missing a monthly quota. Poor pitches, if not modified and improved, can sink a whole company, in fact. Sales pitches are the backbone of a company’s outward-facing activities, so making sure you have a solid one should be a top-line priority. 

Key takeaways:

KEY TAKEAWY #1

Sales pitches shape leads’ first impressions. To make it effective, prioritize clarity over lengthy narratives, adjust strategy to the target audience (use personalized language), address problems, offer practical solutions, and stress benefits.

KEY TAKEAWY #2

Build credibility with facts and data, overcoming skepticism. Conclude with a clear Call to Action (CTA), directly inviting prospects to take the next step in the selling process.

KEY TAKEAWY #3

Examine effective marketing strategies employed by Lay’s, Apple, and Oatly to assess their narrative strength, ability to identify customer needs, and alignment with values.

KEY TAKEAWY #4

Apple confidently associates products with premium experiences; Wondery Podcast Network uses awards and a compelling slogan, “feel the story,” for a consistent brand tone. Learn from the best!

15+ psychological principles to improve sales

What is a sales pitch?   

Sales pitches are, simply, presentations that sales representatives give when trying to convince a prospect to do business with their company. 

Sales pitches are usually formulaic in nature, designed to capture the attention of their audience. They can be given verbally over the phone, or with accompanying visual materials in person. 

Pitches can be directed at a variety of audiences, too. Investors, potential customers and budding business partners are just a few examples of people or entities one could call a prospect. 

A sales pitch is usually the first exposure a prospect has to your company and its mission, so be sure to take the necessary time to develop a pitch that works for your agents and their prospects. 

Read on for some tips about designing a professional, effective sales pitch. 

How to make a great sales pitch 

#1 be clear and concise.

Sales pitches should be delivered confidently by a salesperson who’s fully convinced of the efficacy of your product. 

Their presentation should be right to the point — there’s nothing worse as a prospect than being dragged along a winding narrative road towards a weakly-made point. Salespeople that drone on and on bore their audience and risk losing business. 

In short, don’t beat around the bush: time is money, and your prospects are better served by succinct sales pitches that use clear language to explain why your product is right for them. 

#2 Identify and address your target audience 

Identifying your target audience in the body of your sales pitch can help make your message feel personal. 

For example, if you’re selling ready-made meals from a food delivery service, you could call out your target audience by saying something like, “Tired of having to figure out what to cook each and every night? With [company name], all the ingredients for a week of delicious dinners are delivered right to your door.” 

If you choose to speak directly to your target audience, make sure to use broad, generic language so as not to alienate any potential customers. 

Be sure to carefully tailor your sales pitches to each individual prospect. Never assume that a model that worked well for one presentation will work well for the next. 

#3 Identify a problem they face, and explain how your product can help solve it

It’s often said that a salesperson’s secret sauce is presenting their product as the solution to a common problem. The first opportunity that they have to do this is through the sales pitch. 

When coming up with the thrust of your pitch, you’ll want to identify and define a common problem that your target audience faces. Once that’s been introduced, you can present your product as the key to finally solving that problem. 

#4 Give a practical example of your solution

The key here is to help them envision a reality where they’re actively using your product to address and finally solve a nagging problem. 

Say, for example, you’re trying to sell fertilizer for people’s lawns in the dead of winter. As a sales representative in this scenario, you could talk about getting ready for springtime, and how lush and green the prospect’s lawn will look thanks to your fertilizer product. Assuming you’ve identified this prospect as someone who’s dissatisfied with their current lawn fertilizer, you could contrast last spring’s subpar lawn to the promise of this spring’s lawn. 

The idea is to paint a picture for the prospect – one in which your product is the answer to all of their problems. 

#5 Root your pitch in facts and data, and don’t forget the CTA! 

Sales pitches work best when they’re anchored in plenty of facts and data. People are sometimes wary of salespeople and their tricks of the trade. Leaning on unfalsifiable facts and figures can disarm and eventually persuade even the most skeptical of prospects. 

Finally, when you reach the end of your sales pitch presentation, don’t forget to include some sort of CTA (call to action). It can be something direct and explicit, like handing a prospect your business card and attempting to schedule a follow-up discussion; or something more subtle like mentioning that your email line is open should anyone have any lingering questions about your presentation. 

The choice is yours; just ensure that you communicate in the right way, either by using the correct scripts or SaaS proposal templates . This will help you create a sales pitch presentation that leaves your prospects feeling excited about your product.

10 sales pitch examples

#1 pitch from a lay’s salesperson to investors about new marketing campaign.

“Hi, my name is Jacob and I’m a representative from Lay’s potato chips. So nice to be with all of you today. 

We’ve all been there, right? You come home from a long day at the office, wanting nothing more than to plop down in front of the TV with a good salty snack. You open your pantry and let out an exasperated sigh: nothing but plain potato chips. Nothing interesting, nothing unique, nothing that makes your mouth water. 

It’s an all-too-familiar conundrum, and one that we here at Lay’s are determined to do something about. 

That’s why we’ve recently begun a campaign that asks you, the consumer, to help us select a series of new potato chip flavors. We’ll engage with you across a range of platforms, crowdsourcing the insights necessary to keep all Lay’s snackers satisfied. Before you know it, we’ll all be living in a world full of flavor. 

If you’ve got any questions about this new initiative or about our brand in general, my line is always open. We’re very much looking forward to seeing what we can build together.”  

Notice how the presenter of this sales pitch uses a narrative to capture his audience’s attention. By placing the members of his audience in the shoes of someone dealing with a common problem — not having interesting enough snack foods at home — he is making his product relevant to the consumer. 

By soliciting his consumer’s input, he is guaranteeing that they’ll be satisfied with the results of the campaign. 

Lastly, we can appreciate how the salesperson’s playfulness with his language surrounding the product has the effect of putting his audience at ease, thus making them open to hearing new ideas.

#2 Booking Steve Wozniak as a Keynote Speaker 

This sales pitch, directed at people looking for a high-profile keynote speaker for their event, gets right to the point by telling you who the speaker is and how they gained notoriety. 

It continues by playing up Steve Wozniak’s many accomplishments, thus framing him as eminently qualified to speak at whatever event you may be holding. 

The pitch then speaks to Wozniak’s oratory skills, describing his presentations as “unforgettable” and “full of expert insight” on a range of topics. 

It even speaks directly to a likely academic target audience by mentioning Wozniak’s potential to inspire students in the STEM fields. 

#3 Oat-ly Drink Barista Edition

Oat-ly as a brand is well known for its unique voice and style. Conversational in tone, this sales pitch for Oat-ly’s Barista-Edition Oat Drink seeks to make a connection with its audience right off the bat, confidently assuming the reader is indeed a barista. 

While one may think this is a risky move in sales copy — one that might alienate a large portion of their audience — it’s actually an effective way to naturally boast about the product’s merits as a foamable oat drink. 

Overall, Oat-ly’s sales pitch for their Barista-Edition oat drink is an excellent example of how confident copy can win over your audience. 

#4: Habitat for Humanity “Who we are”

Habitat for Humanity partners with people in your community, and all over the world, to help them build or improve a place they can call home. Habitat homeowners help build their own homes alongside volunteers and pay an affordable mortgage. With your support, Habitat homeowners achieve the strength, stability and independence they need to build a better life for themselves and for their families. Through our 2020 Strategic Plan, Habitat for Humanity will serve more people than ever before through decent and affordable housing.

Habitat for Humanity is a charity organization that helps to build homes for disadvantaged people all around the world. The “Who we are” section of their website’s About page serves as a sales pitch for prospective philanthropists. 

The pitch begins by positioning Habitat for Humanity as a wide-reaching force for good. By emphasizing their experience in charitable home building, they’re assuring their audience that they know what they’re doing, and that their donation would be put to good use. 

A key part of this sales pitch is the use of the phrase, “with your support”. It quite directly highlights the integral role that charitable donations play in the work that Habitat for Humanity is able to do. Furthermore, by addressing the reader directly — “with  your  support” — an element of urgency is added into the mix. The use of this sort of language places this “Who we are” paragraph squarely in solicitous, sales pitch territory.

#5 “Sell me this pen” scene, The Wolf of Wall Street (2013)

This scene from the 2013 blockbuster movie The Wolf of Wall Street speaks directly to one of the core tenets underlying any and every sales pitch: the identification and fulfillment of a need. 

Unless your sales pitch clearly identifies the gap in the market that your product is attempting to fill, it will likely fall flat with your audience. In the case of the The Wolf of Wall Street scene, the final and best sales pitch comes from the salesman who makes his prospect’s need for his product painfully obvious. He’s able to do this by handing his prospect a piece of paper and asking him to sign his name. His prospect quickly realizes that in order to accomplish this task he needs a pen — exactly the product the salesman is trying to sell. 

Of course, not all businesses sell pens and identifying an effective way to highlight the need your product fills may prove difficult. It’s well worth the effort, though, we assure you. As we can see in the “Sell me this pen” scene, the most effective sales pitches are those that demonstrate the usefulness of their products through the quick and clear identification of need. 

#6 Alsace, France Tourism Brochure 

This rather whimsical sales pitch from an Alsace, France tourism brochure cleverly positions the region and its many attractions as the subject of some sort of collective fantasy. 

It’s a bold pitch, and one we’d argue is quite effective. Part of the attraction of travel is the chance to discover new and magical places. This sales pitch plays up the “magic” of Alsace and invites its audience to live out their dreams there. 

There’s an important takeaway here for salespeople, and it’s this: try as best you can to associate your product with a widely-recognized ideal. 

Say you’re selling sponges. Is it more effective to develop a sales pitch that highlights the quality of the material from which your sponges or made? Or would you be better off describing and showing images of spotless dishes and silverware that were cleaned using your sponges? 

We’d argue that the spotless kitchenware pitch — the ideal that your product will help customers achieve — is the more effective sales strategy. 

So whether you’re selling a dream-like holiday destination or a set of sponges, make sure your audience knows what your product can help them achieve. 

#7 FlixBus Holidays Email 

This email campaign from FlixBus demonstrates the utility of timeliness and urgency in sales. The lead text in the email is, “December is just around the corner… Time to plan your holidays!”. This kind of marketing message is effective because it takes advantage of the season, and has the added benefit of being extremely easy for a marketing team to organize. All your team would need to do is draft the email message and schedule it to be send one month before the holidays.   

#8 Citi Bike membership 

This sales pitch for NYC-based Citi Bike bicycle sharing program is jam-packed with useful information for potential customers. First, it breaks down the price of a membership to per-day cost. This is effective because it makes the membership seem supremely affordable. Next, it speaks to the health benefits of staying fit, something one can easily achieve by riding a bicycle regularly. The pitch continues by noting how more people riding bikes means less people driving cars, which is a net benefit for the environment. Finally, the audience is made aware that riding a bicycle in a traffic-jammed city like New York is often a quicker, more efficient way of getting around. Taken as a whole, this sales pitch demonstrates the effectiveness of giving your potential customers as much information as possible. People appreciate it, and feel secure knowing they have all they need to make an informed decision about using your product or service. 

#9 Apple product pitch 

This simple, straightforward pitch begins with a two-sentence, eye-catching headline: “The best experiences. Only on Apple.”. The first sentence is confident, and sets the tone for the whole pitch. The product, Apple, should be associated with the best experiences, ful stop. Furthermore, these “best experiences” can only be had with Apple. Pretty compelling message, huh? The pitch continues by describing the many benefits of using Apple products, with a focus on high-quality entertainment. Overall, the pitch makes clear the benefit of being confident in your sales pitch copy. 

#10 Wondery Podcast Network

The Wondery podcast studio produces a wide-range of narrative podcasts, mostly focused on the historical drama genre. This pitch, on their website’s “about” page, starts off with a definition of the product. Notice how they use the phrase “binge-worthy”. Though it has become a sort of buzzword in audiovisual content production, it does speak strongly to the quality of content Wondery produces. The pitch goes on by highlighting several awards that the studio has won for its podcasts. A key takeaway from the pitch is its natural incorporation of the company’s slogan, “feel the story”. As a general rule, slogans are an effective means of ensuring your company’s messaging maintains a consistent tone throughout all of your various communications channels. 

The Bottom Line

We hope our breakdown of how to craft effective sales pitches and the examples we analyzed will help you to more easily come up with your own. 

After you’ve drawn up a clear, concise sales pitch, the next step will be to disseminate the pitch to your target audience. For this, you’ll need an easy-to-use, all-in-one communications platform. Lucky for you, we’ve got just the thing. 

CloudTalk  empowers salespeople all over the world to connect with prospects on crystal clear, jitter-free calls. It also helps marketers more efficiently schedule and execute campaigns with its bevy of useful automation tools and integrations to today’s most popular CRMs.  Want to see CloudTalk’s powerful features and integrations for yourself? Try a  14-day free trial  today, absolutely free.

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

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

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

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

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

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

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

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

10-Step Ultimate Sales Presentation

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

1. Prospecting

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

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

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

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

2. Pre-approach/Planning

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

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

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

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

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

3. Approach

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

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

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

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

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

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

Approach Example

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

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

4. Presentation

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

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

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

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

5. Trial Close

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

The trial close allows the salesperson to determine:

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

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

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

Trial Close Examples

Examples of a simple trial close include,

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

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

6. Determine Objections

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

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

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

Determine Objection Example

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

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

7. Handle Objections

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

There are four important points to consider when handling objections:

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

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

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

Handle Objection Example

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

8. Trial Close

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

Trial Close Example

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

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

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

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

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

Close Example

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

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

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

10. Follow-Up and Service

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

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

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

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

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

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

The Ultimate 10-Step Sales Presentation Series

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

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

Join the Conversation

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

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

Category: Salespeople

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

Your Complete Guide to Closing the Sale (with Examples)

Your Complete Guide to Flushing Out Buyer Objections

How to Leverage the Trial Close in Your Ultimate Sales Presentation

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12.7 The Importance of Personal Selling

• What is personal selling?

Advertising acquaints potential customers with a product and thereby makes personal selling easier. Personal selling is a face-to-face sales presentation to a prospective customer. Sales jobs range from salesclerks at clothing stores to engineers with MBAs who design large, complex systems for manufacturers. About 6.5 million people are engaged in personal selling in the United States. Slightly over 45 percent of them are women. The number of people who earn a living from sales is huge compared, for instance, with the nearly 300,000 workers employed in the traditional advertising sector. Personal selling offers several advantages over other forms of promotion:

• Personal selling provides a detailed explanation or demonstration of the product. This capability is especially desirable for complex or new goods and services.
• The sales message can be varied according to the motivations and interests of each prospective customer. Moreover, when the prospect has questions or raises objections, the salesperson is there to provide explanations. In contrast, advertising and sales promotion can respond only to the objections the copywriter thinks are important to customers.
• Personal selling can be directed only to qualified prospects. Other forms of promotion include some unavoidable waste because many people in the audience are not prospective customers.
• Personal selling costs can be controlled by adjusting the size of the sales force (and resulting expenses) in one-person increments. In contrast, advertising and sales promotion must often be purchased in fairly large amounts.
• Perhaps the most important advantage is that personal selling is considerably more effective than other forms of promotion in obtaining a sale and gaining a satisfied customer.

The Selling Process

Selling is a process that can be learned. Experts have spelled out the steps of the selling process, shown in Exhibit 12.9 , and professional salespeople use them all the time. These steps are as follows:

Prospecting and qualifying: To start the process, the salesperson looks for sales prospects , those companies and people who are most likely to buy the seller’s offerings. This activity is called prospecting . Because there are no surefire ways to find prospects, most salespeople try many methods.

For many companies, the inquiries generated by advertising and promotion are the most likely source of prospects. Inquiries are also known as sales leads. Leads usually come in the form of letters, cards, e-mail addresses, telephone calls, or through social media sites. Some companies supply salespeople with prospect lists compiled from external sources, such as Chamber of Commerce directories, newspapers, public records, club membership lists, internet inquiries, and professional or trade publication subscription lists. Meetings, such as professional conventions and trade shows, are another good source of leads. Sales representatives attend such meetings to display and demonstrate their company’s products and to answer the questions of those attending. The firm’s files and records can be another source of prospects. Correspondence with buyers can be helpful. Records in the service department can identify people who already own equipment and might be prospects for new models. Finally, friends and acquaintances of salespeople can often supply leads.

One guideline is that not all prospects are “true” opportunities for a sale. Just because someone has been referred or has made an inquiry does not mean that the person is a genuine prospect. Salespeople can avoid wasting time and increase their productivity by qualifying all prospects. Qualifying questions are used to separate prospects from those who do not have the potential to buy. The following three questions help determine who is a real prospect and who is not:

• Does the prospect have a need for our product?
• Can the prospect make the buying decision?
• Can the prospect afford our product?

Approaching customers: After identifying a prospect, the salesperson explains the reason for wanting an appointment and sets a specific date and time. At the same time, the salesperson tries to build interest in the coming meeting. One good way to do this is to impart an interesting or important piece of information—for instance, “I think my product can cut your shipping and delivery time by two days.”

Presenting and demonstrating the product: The presentation and demonstration can be fully automated, completely unstructured, or somewhere in between. In a fully automated presentation, the salesperson shows a movie or slides or makes a PowerPoint presentation and then answers questions and takes any orders. In today’s business world, in which relationships are most important for long-term sales, canned or structured presentations are not well received, nor do they support the idea of building a great bond with the customer. A completely unstructured presentation that has no set format is a much more successful approach. It may be a casual conversation, with the salesperson presenting product benefits and assisting the customer in solving his or her problems (like a partner on the client company’s team) in a way that might interest the potential buyer.

Handling objections: Almost every sales presentation, structured or unstructured, meets with some objection. Rarely does a customer say, “I’ll buy it,” without asking questions or voicing concerns. The professional salesperson tries to anticipate objections so they can be countered quickly and with assurance. The best way to counter objections is to have a thorough knowledge of the product offering so that a solution can be found that overcomes the objection.

Often employed in business, the “higher authority” objection is frequently used when one of the parties says, “This agreement looks good, but I’ll have to run it by my committee” (or wife or any other “higher authority”). The result is that that sales presentation turns out to be just a preliminary, nonbinding round. After the higher authority responds, often disapproving the agreement, the sale goes into round two or starts all over again.

For example, when a customer wants to buy a house, car, or anything expensive, the salesperson will say, “If we find the house (or car) that you really like, is there any reason you could not make the purchase today?” Once they get the green light, the salesperson will spend whatever time it takes to find the right product for the customer. However, if the client says his uncle has to give the final approval because he will be loaning the money, the salesperson will try and set up an appointment when the uncle can be present.

Closing the sale: After all the objections have been dealt with, it’s time to close the sale. Even experienced salespeople sometimes find this part of the sales process awkward. Perhaps the easiest way to close a sale is to ask for it: “Ms. Jones, may I write up your order?” One of the best techniques is to act as though the deal has been concluded: “Mr. Bateson, we’ll have this equipment in and working for you in two weeks.” If Mr. Bateson doesn’t object, the salesperson can assume that the sale has been made.

Following up on the sale: The salesperson’s job isn’t over when the sale is made. In fact, the sale is just the start. The salesperson must write up the order properly and turn it in promptly. This part of the job may be easy for many consumer products, but for B2B products or services, it may be more complex. An order for a complex piece of industrial equipment may include a hundred pages of detail. Each detail must be carefully checked to ensure that the equipment is exactly what was ordered.

After the product is delivered to the customer, the salesperson must make a routine visit to see that the customer is satisfied. This follow-up call may also be a chance to make another sale. But even if it isn’t, it will build goodwill for the salesperson’s company and may bring future business. Repeat sales over many years are the goal of professional salespeople.

Concept Check

• What are the advantages of personal selling?
• Explain the selling process.

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9 Sales Pitch Examples (Plus Tips on How to Write Your Own)

FREE PITCH TEMPLATES FOR SALES TEAMS

Looking to expand your client base? Look no further! A well-designed pitch deck can be the key to success.

Updated: 04/16/24

Published: 04/16/24

Your sales pitch can make or break the deal, so it’s a good idea to have that nailed down before meeting with your customer. It’s your opening line, your verbal business card, and the first thing your customer will hear when you call or meet with them.

I've been in sales for almost 16 years and have heard my fair share of both great and less-than-stellar pitches.

In this post, I’d like to discuss the anatomy of a good sales pitch and share presentation examples of the best sales pitches I’ve ever heard.

Table of Contents

What is a sales pitch?

How to start a pitch, how to make a sales pitch, the sales pitch framework, great sales pitch examples, sales pitch presentation examples.

A sales pitch is a condensed sales presentation where a salesperson explains the nature and benefits of their business, ideally in less than one or two minutes. Sales pitches are often referred to as ‘elevator pitches’ because they should be able to be delivered within the time constraints of a single elevator ride.

Salespeople are past the point of giving prospects hour-long presentations to sell products or services. Nobody has that kind of time and, to be honest, if you need an hour to relay your value proposition, you‘re doing it wrong. (Psst: If you need help creating a value proposition, we’ve got you covered.)

They're called elevator pitches for a reason. Ideally, if you're giving me one, I should be able to understand what you have to offer in the time it takes to get from the lobby to my floor.

A good salesperson should be able to get their message across compellingly and concisely. If you can nail your sales pitch, odds are you'll have more time to talk down the line.

What is a product pitch?

A product pitch is not much different than a sales pitch, but is specifically focused on a product or service. You'll go in-depth and emphasize how your product works, how it will solve their pain points, and the specific benefits it will bring to your customers.

As an example, a sales pitch can be broadly focused, like if you‘re a consulting firm that offers a wide range of services. You’re selling your business as a whole, rather than a specific product or service, like a CRM platform or accounting tool.

Download Now: Free Elevator Pitch Templates

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

• 4 Fundraising Pitch Templates
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Starting a sales call is arguably the hardest part of the pitch. You have to grab your prospect’s attention so that they actually want to hear the value of your product and how it can help their business. But before you can share the product’s value, you have to hook the prospect.

When starting your pitch, you’ll want to integrate the following essential elements.

• Start with the problem. Always start with the problem you are solving. Unless they know the problem you can solve, they won’t be open to hearing how your product is a solution.
• Tailor the start of the pitch to their vertical. No one wants to hear a general pitch that would apply to any business. Research their vertical and use the information you found to personalize the pitch immediately.
• Offer stakes. If they don’t solve the problem using your solution, what do they have to lose? You don’t need to state it in such clear terms — but alluding to the risks at the start of your pitch can help you secure buy-in straightaway.

Here are a few methods for starting a product pitch, but remember: try to stick to thirty seconds, or one to two sentences if you’re delivering the pitch via email.

Start off with a personal anecdote.

Start off a pitch with what you know best — yourself. While I don’t think you should focus solely on yourself throughout your entire pitch, starting off with a personal anecdote can help you speak with more authenticity and foster empathy.

The key here isn’t to focus on the product’s merits. How many product pitches start off with “This product helped me achieve X results in X amount of time”? A lot. And I’m already yawning. And no one cares about results unless they know the problem first.

Your personal anecdote should focus on a problem that your product can solve. Make it as excruciating as you’d like — and don’t forget to be genuine and connect your anecdote to their business.

Ask a question that relates to the problem you solve.

Oh, yes, the good old question. While it might verge on overused, it’s not to be dismissed. Asking a question is a highly effective way to start a pitch. The question should, again, focus on the problem.

Stick to yes or no questions and tailor it specifically to the business you’re pitching to. If you’re speaking to a real estate business, create a question that articulates a problem specifically experienced by real estate firms. If you sell a property management software, it could be as simple as, “Do you spend way too much time tracking individual property sales? That’s time better spent actually showing homes to prospective buyers.”

Start with a stat that resonates and offers stakes.

Starting with a stat can be effective — but it has to resonate with the audience and offer stakes. In other words, what does the stat have to do with the problem? How does it reflect a potential and critical downfall that could harm your prospect?

Let’s say that you’re a salesman of yard maintenance services. Starting off with “50% of homes don’t use yard maintenance services” is a lazy and boring way to begin your pitch. Consider instead: “50% of homes don’t use yard maintenance services, resulting in thousands paid to HOA every year.”

Now that you know how to start your pitch, it’s time to deliver the rest of it. Use the following tips to secure buy-in in less than three minutes.

• Make it short.
• Make it clear.
• Explain who your customers are.
• Explain the problem they're facing.
• Explain how your product addresses their needs.
• Describe what success will look like as a result of using your product.

1. Make it short.

A sales pitch isn‘t a conventional presentation. You’re not going to have PowerPoint slides. You‘re not going to have complimentary pastries on a boardroom table. And, most of all, you’re not going to have your audience’s time and patience for long — at least not until they’re sold on your product.

2. Make it clear.

This ties in with the previous point. You don‘t have the time to go on tangents or talk about anything but the message you’re trying to get across. Your pitch has to be lean and to the point. It has to register with your listener immediately. That means speaking with intention and clarity.

If you’re pitching a product, you want to ensure that you clearly communicate how it will solve your prospects' pain points, giving them a clear picture of how their day-to-day will improve if they decide to make a purchase.

3. Explain who your customers are.

Consider the picture you‘re going to paint in your pitch. Give your listeners perspective on who’s buying your product or service. They want to know that you have a lucrative, engaged market in mind. Be specific in identifying who will be interested in your product, and try to convey why your listeners should be interested in them.

4. Explain the problem they're facing.

Cover why your customer base needs you. Your target market is only as valuable as the problems you can solve for them. Convey a problem they consistently face. If you’re pitching a spreadsheet software for accountants with functionality Excel doesn’t have, you could discuss how hard it is to bookkeep without your software's unique features.

5. Explain how your product addresses their needs.

Here’s where you start to bring it all home. You’ve established who you’re selling to. You’ve established why you‘re selling to them. Now, you have to establish why they’d buy from you. What can you do better than your competition?

As mentioned above, you need to clearly explain how your product addresses their needs. Continuing with the accounting example, you could touch on how your unique data visualization features make busywork more efficient.

6. Describe what success with your product will look like.

Show the benefits of your product on a broader scale. In the example we’ve been using, you can talk about how accountants that use your software have more time to spend with important clients or the flexibility to spend time with their families. Show how your product makes your customers’ lives better as a whole.

Ideally, your pitch should be a one-liner summarizing what your company does, how they do it, and for whom. And this is not just a requirement for sales reps. Anyone in your company, from the CEO to sales consultants, needs to know your one-line sales pitch by heart.

So, how should you structure your sales pitch?

If you have time to properly expand and work on a conversation, touch on points of interest. Here’s a framework you can use for building your pitch:

• Problem. Start with a statement or question about the problem you solve. You can present the problem using a personal anecdote, question, or eye-opening statistic. Answer the why.
• Value Statement. Share a very clear, concise statement of value. Be action-oriented and outcome focused. Avoid using jargon. Share benefits.
• How We Do It. Highlight unique differentiators and explain what you do.
• Proof Points. Provide clear reference examples and list recognizable achievements. Share industry validation and awards.
• Customer Stories. Share customer examples and successes. Tell emotional and personalized customer stories. Make it real and tangible.
• Engaging Question. Close the pitch with an open-ended question, creating a space to have a conversation.

Many companies use success stories in their pitches to ensure the sale. Name-dropping really works, so be sure to use that to your advantage. And if your product is small or light enough to keep in your pocket, you should always have one on-hand to show your prospect.

I always stress the need for a concise sales pitch. So keep it free of professional jargon, don't get into the weeds, and be sure to talk more about your prospect and their problems than yourself.

Nothing’s more off-putting than a bragging salesperson talking about themselves, their company, or their services. That’s what I call the “me monster.” The actor in your story is the customer, not you — period.

Distribution Matters

Lastly, presentation and distribution are everything. You need to deliver your sales pitch to the right person at the right time with the right tools on hand (like a demo, free trial, or presentation).

The sale starts with your list of contacts. Define your list and personas, know their correct contact information, get an introduction, and make sure you contact them at a time of day when they’re likely to respond.

Sales Pitch Ideas

• Tell a story.
• Include a value proposition.
• Personalize the sales pitch.
• Switch up your pitch.
• Practice your pitch.
• Try not to use metaphors.
• Create a WOW moment.
• Appeal to emotions.
• Back it up with facts.
• Tap into their fear of missing out.
• Educate them.

How can you make your sales pitch the best it can be? Here are some sales pitch presentation examples and ideas.

1. Tell a story.

Keep your listeners engaged by telling a brief story . The story could be either about the company or how a customer found success through your product or service. In this latter example, you can start with the issue the customer was facing, lead into the solution, and end with the key results the customer achieved.

If you think storytelling is difficult, don’t fret. Just think of your favorite movies and TV shows — how did they keep you engaged? Try to emulate the same tricks as you try storytelling during a sales pitch. Use images and interactive elements to enrich the experience for your listeners, keeping in mind who your audience is and what their preferences are.

For instance, if you’re selling enterprise-level software to senior-level executives, you might adjust your tone and delivery to be more formal and poised. The scrappy owner of a startup, however, might appreciate more humor and levity. Study your prospects to figure out the best storytelling method for them.

This sales pitch presentation example from a template deck I found in Canva demonstrates how to communicate a relevant industry statistic at the beginning of your pitch. In my opinion, data is a great way to tell a story.

Glorify’s video sales letter for their instant background removal is a great example:

“How many times have you found yourself in a spot where you absolutely loved how you or your subject looked in a picture; however, something still seemed to be wrong about it as a whole? In most cases than not, that ‘something wrong’ is the image background. An ill-looking background can potentially drop down the appeal of a picture. Glorify’s background removal tool solves this problem for you under minutes!

Create beautiful, high converting e-commerce images, with just a few clicks.

Glorify is the brand new cloud-based Graphic design software specially developed for the internet marketers, e-commerce vendors, influencers, social media manager, as well as growth hacker. It’s primarily designed for everyone who’s not a specialist in visuals designing. With simply a few clicks any person can produce sensational item pictures, social media graphics, books, logo designs, etc.”

• It immediately presents a common problem that e-commerce vendors and marketers deal with and offers a solution.
• It’s fast-paced and gets right to the point.
• Its use of animated visuals and catchy audio make it engaging to watch.
• It demonstrates how to use the tool.

7. Social Sales Pitch

Social sales pitches are tailored messages delivered to prospective customers through social media platforms, like LinkedIn. This process is often referred to as social selling .

Unlike traditional sales pitches that can be more direct and transactional, a social sales pitch aims to establish relationships and build trust with prospects by delivering valuable and relevant content. The goal is to increase brand awareness and drive conversions by aligning your sales message with the interests and needs of your prospects.

Here’s an example of social sales pitch that works when you have a mutual connection:

To fill the need, they developed the idea of a software solution for encoding data into inaudible tones. On a three-day, SXSW-bound, Cincinnati StartupBus, LISNR® was born, pitched, and moved to a seed round. Over the past 7 years, LISNR has raised over $35M and pioneered many advancements in ultrasonic technology, ultimately driving its usage in payments today.”

• It uses the company’s origin story as a storytelling device.
• I like that it communicates the company’s values.
• It differentiates its product from others on the market.
• It shows how much the company has grown over time.

9. Follow-Up Pitch

So, what do you do if your prospect doesn’t respond to your first pitch? You follow-up with them. A follow-up pitch gives you the opportunity to reignite the conversation, reinforce your value proposition, and address any questions or concerns your prospect might have.

Follow-up pitches can be delivered through a number of channels, but phone calls and email are the most common. Ultimately, the goal of a follow-up is to continue nurturing your relationship with the prospect and convert them into a customer.

Here’s a great example of a follow-up after connecting with a prospect on social media:

UpSend, a former customer service software, has a great sales pitch presentation here. I like how they focus on setting up the problem they are solving for — and then clearly illustrating how their product adds value.

3. Surfe (Previously leadjet)

The revenue workspace Surfe illustrates another strong sales pitch. They quickly tell the story of their prospective customers’ pain points, and communicate a lot of understanding. Then, I like how clearly they illustrate how their product solves those pain points.

Why A Short Sales Pitch is A Good Pitch

An important note to make about these sales pitches is that they are all amazingly optimized for a short conversation. (Notice how short the three pitch examples above are?) I can't stress enough how much brevity matters for a sales pitch. Talking too much, using filler words, and talking about your company for more than two minutes can easily kill a conversation. So, keep your sales pitch short, clean, and simple! Your customers will thank you.

Editor's note: This post was originally published in June 2019 and has been updated for comprehensiveness.

Don't forget to share this post!

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What is Personal Selling

Face it, some people are just meant for sales. They were born with a gift to sell things and thrive on it. I'm sure you've met a person who you think would be great at car sales or can shine with an audience, and you're probably right.

Others have to work at it, but can still be very successful if they put in the time and effort to learn the techniques and practice them to efficiency.

The difference between those that make it look easy and others who put in the same efforts with less results, is personal selling.

Personal Selling Process

Personal selling is a strategic process that involves direct interaction between a sales representative and prospective clients. This approach is designed to establish a deep connection, understand the client's unique needs, and offer solutions that precisely meet those needs.

Below, we dive into the intricacies of the personal selling process, breaking it down into detailed steps for a clearer understanding.

Prospecting Clients

The initial phase of prospecting involves identifying potential clients who may benefit from the product or service being offered. This stage requires meticulous research and analysis to generate a list of leads that show promise for future business opportunities.

Sales professionals utilize methods such as cold emailing , cold calling, and leveraging platforms like LinkedIn for social selling to reach out to these prospects. The aim here is not just to gather a list of contacts but to pinpoint high-value leads who exhibit a genuine need for the solution being proposed.

Crafting a personalized outreach strategy is vital at this juncture, ensuring that the message resonates with the recipient by addressing specific pain points and offering valuable insights.

Related : What is Prospecting

Discovery Phase

Following a successful initial contact, the discovery phase focuses on two primary objectives: lead qualification and comprehensive research.

Sales representatives employ frameworks such as ANUM (Authority, Needs, Urgency, Money) to ascertain whether a lead fits the ideal customer profile and merits further pursuit. This involves engaging in deep conversations to understand the lead's business environment, challenges, and requirements.

The discovery process is pivotal for gathering actionable insights that inform the subsequent steps in the personal selling journey. It's an opportunity to foster trust and demonstrate a genuine interest in addressing the lead's concerns with tailored solutions.

Meeting Preparation

Armed with detailed knowledge acquired during the discovery stage, sales professionals proceed to tailor their sales presentations or demonstrations to align with the specific needs and preferences of the buyer.

This customization is crucial for illustrating how the product or service can solve the identified challenges and contribute to the client's success.

Preparing for this meeting involves not only refining the sales pitch but also anticipating questions and objections that may arise, ensuring a persuasive and confident delivery.

Sales Presentation

The sales presentation is the stage where the salesperson showcases the value proposition of their offering through a compelling narrative. This isn't merely a monologue but a dynamic exchange designed to engage the prospect in a meaningful dialogue.

Effective sales presentations adapt to the flow of conversation, allowing for questions and clarifying doubts, thereby solidifying the relationship between the salesperson and the potential client.

This step may span multiple meetings, especially in complex B2B sales , to accommodate discussions with various stakeholders or to delve deeper into specific features of the offering.

Objection Handling

Encountering objections is a natural part of the sales process. How these objections are addressed can significantly impact the outcome of the negotiation.

The LAER (Listen, Acknowledge, Explore, Respond or Repeat) framework offers a structured approach to handling objections. By actively listening and acknowledging the prospect's concerns, the salesperson can foster an atmosphere of mutual respect.

Exploring these objections further helps uncover underlying issues, which can then be addressed with informed, evidence-based responses. This stage is critical for overcoming hurdles and moving closer to a successful sale.

Closing Deals

The culmination of the personal selling process is the closing stage, where the salesperson seeks to finalize the agreement.

This involves negotiating terms that are acceptable to both parties and ultimately securing a commitment to proceed.

The closing phase requires tact and a keen understanding of the client's needs and constraints, aiming for a resolution that marks the beginning of a fruitful business relationship.

Related : 10 Ways to Close Sales Calls

Customer Nurturing

Even after the deal is sealed, the personal selling process continues with customer nurturing. This phase is about ensuring the client's satisfaction and success with the product or service. Regular follow-ups, addressing any concerns that arise, and providing ongoing support are all part of this critical stage.

Effective customer nurturing can lead to higher retention rates, referrals, and opportunities for upselling, reinforcing the value of a strong, ongoing relationship.

This personalized approach not only enhances the buying experience but also lays the foundation for long-term business relationships built on trust and mutual success.

Types of Personal Selling

Personal selling, a pivotal component of the sales process, can manifest in various forms, each tailored to specific market segments and customer needs.

Understanding these personal selling types can empower sales professionals to adopt the most effective strategies for their audience.

# Traditional In-Person Selling

This most classic form of personal selling involves face-to-face meetings between sales representatives and potential clients. It's particularly prevalent in B2B settings and high-value retail environments, where building strong, trust-based relationships is crucial.

Sales reps leverage their interpersonal skills to understand customer needs deeply and tailor their pitches accordingly, providing a personalized experience that's hard to replicate in digital formats.

# Consultative Selling

Consultative selling focuses on creating value and trust with the buyer, positioning the salesperson as a trusted advisor rather than a mere vendor. This approach requires a deep understanding of the customer’s business, challenges, and industry.

Salespeople engage in meaningful conversations to identify problems and propose solutions that align with the customer's goals and pain points, fostering a consultative partnership rather than a simple buyer-seller relationship.

# Solution Selling

In solution selling, the sales approach is centered around solving a specific problem that the prospective customer faces. Sales representatives must have a thorough knowledge of their product or service offerings and the ability to creatively apply them to address unique customer challenges.

This method involves a high level of customization and often requires sales reps to think on their feet, crafting bespoke solutions that highlight the direct benefits to the customer.

# Social Selling

Leveraging the power of social media platforms , social selling allows sales professionals to connect with and engage potential customers online. It involves sharing valuable content, participating in industry conversations, and building relationships through direct messages and comments.

This approach is especially effective in reaching decision-makers within organizations, as it provides a non-intrusive way to demonstrate expertise and build credibility over time.

# Telephonic and Virtual Selling

With the advent of digital communication technologies, sales processes have increasingly moved online, giving rise to telephonic and virtual selling. This type involves engaging with clients over phone calls, video conferencing, or webinars, eliminating the need for physical meetings.

It's a cost-effective and efficient way to reach a wider audience, particularly in industries where customers are geographically dispersed.

# Account-Based Selling

Account-based selling is a targeted approach where sales teams focus on specific high-value accounts rather than pursuing a broad array of leads. This strategy involves thorough research to understand the client's business environment, challenges, and key stakeholders, followed by a tailored sales approach that addresses the specific needs and opportunities within that account.

It's a collaborative effort that often involves multiple touchpoints across the organization and a longer sales cycle.

Each of these personal selling types offers unique advantages and can be effective in different sales scenarios. Understanding and applying the right approach, sales professionals can significantly enhance their effectiveness and build lasting relationships with their customers.

How Personal Selling Adds Value

Personal selling stands out as an interactive and dynamic approach to sales, distinguished by its capacity to create genuine connections, offer tailored solutions, and cultivate enduring customer loyalty.

This method not only involves the direct engagement between sales professionals and potential clients but also emphasizes understanding, trust, and mutual benefit.

Let's get into the three core advantages of personal selling, providing a comprehensive look at how it enriches the customer experience and drives business success.

Learning Opportunities in Client Meetings

At the heart of personal selling is the concept of the sales representative as an educator. These skilled professionals approach each interaction with the aim of enlightening prospective clients, not only about the features and benefits of their products or services but also about the broader context of the client’s challenges.

This educational aspect turns sales meetings into opportunities for clients to gain insights that can immediately impact their operations, even before any financial commitment is made.

Imagine leaving a meeting with a salesperson and feeling empowered with new knowledge that could streamline your workflow or enhance your product offering. This experience builds a foundation of value and trust from the outset, setting the stage for a fruitful relationship.

It's the salesperson’s ability to provide actionable advice, free of charge, that plants the seed for future transactions. Clients are led to wonder about the additional benefits that await them upon formalizing the partnership.

Deep Understanding of Client Needs

The complexity of B2B sales cannot be overstated, with clients often facing multifaceted challenges that require a nuanced understanding. Personal selling shines in these scenarios, as sales professionals invest the time to truly grasp each client's unique situation.

This thorough exploration goes beyond the surface level, with salespeople posing insightful questions and engaging in active listening to uncover the core issues at hand. This personalized touch not only demonstrates the salesperson's commitment to meeting the client's specific needs but also enhances the client's perception of the value the salesperson brings to the table.

Solidifying Long-Term Partnerships

The culmination of a successful personal selling strategy is the transformation of the buyer-seller relationship into a partnership characterized by trust, reliance, and mutual growth. Clients view their sales contacts not merely as vendors but as advisors and confidants, integral to their ongoing success.

This level of connection fosters loyalty, encourages repeat business, and facilitates the expansion of the relationship through upsells and referrals.

Even in instances where a competitor might temporarily surpass in service or price, clients are inclined to remain loyal due to the established personal connection and the comprehensive understanding the salesperson has of their business. The investment in personal selling thus pays dividends far beyond the initial sale, contributing to a stable and profitable customer base that values not just the product or service offered but the entire experience of the partnership.

This approach not only elevates the customer experience but also drives sustainable business growth through deepened client relationships.

Personal Selling Examples

Personal selling stands out as a dynamic and interactive approach to engaging potential clients. This technique hinges on direct communication between the sales representative and the prospect, aiming to forge a strong relationship and tailor the sales message to the individual's specific needs and challenges.

Below, we delve into three exemplary strategies of personal selling: cold calling, social selling, and discovery calls. Each strategy showcases a unique facet of personal selling, demonstrating its versatility and effectiveness in various contexts.

Cold Calling

Cold calling, often perceived as a daunting task, is a quintessential example of personal selling. This approach involves initiating contact with a potential buyer without prior interaction.

The key to successful cold calling lies in personalization and rapport-building. Sales reps embark on these calls equipped with tailored scripts that resonate with the lead's industry, role, and potential pain points. Unlike the impersonal nature of cold emails, cold calls offer a platform for spontaneous dialogue, humor, and empathy, enabling the salesperson to make a memorable impression.

By customizing the conversation and showing genuine interest in the prospect's business, cold calling transforms into a powerful tool for establishing a personal connection right from the first interaction.

Social Selling

Social selling represents the modern evolution of personal selling, leveraging social media platforms, predominantly LinkedIn, to cultivate relationships with leads. T

his method emphasizes the gradual building of trust and authority by engaging with potential customers' content, sharing insightful posts, and directly messaging them with valuable information. The art of social selling lies in its subtlety and long-term focus.

Sales professionals position themselves as industry experts and reliable advisors, thereby fostering a sense of familiarity and confidence among prospects.

This strategy is particularly effective in the B2B domain, where decision-making processes are intricate and based on established relationships. Through persistent and thoughtful engagement, social sellers significantly enhance their chances of converting connections into customers.

Discovery Calls

At the heart of personal selling is the discovery call, a critical step where sales representatives delve deep into the prospect's world. These calls are exploratory missions aimed at uncovering the challenges, ambitions, and requirements of the potential client.

Think of the salesperson as a detective, piecing together clues to fully understand the situation at hand. This process involves asking probing questions , actively listening to the responses, and empathizing with the prospect's predicament. The intelligence gathered during discovery calls is invaluable, enabling sales reps to tailor their proposals with precision, thus significantly increasing the likelihood of a successful outcome.

Discovery calls epitomize the consultative nature of personal selling, where the emphasis is on solving problems and adding value, rather than pushing a product.

Examining these examples—cold calling, social selling, and discovery calls—we gain insight into the diverse tactics encompassed by personal selling. Each strategy underscores the importance of personal interaction, empathy, and understanding, proving that successful sales are rooted in genuine connections and tailored solutions.

Through these methods, sales professionals not only enhance their effectiveness but also elevate the overall experience for their prospects, paving the way for lasting business relationships.

Key Take-aways

Personal selling is a good strategy to deploy to enhance sales growth and achieve higher personal goals.

• Attract and retain higher-valued clients
• Deeper understanding of product and client pain points
• Stable balance for work/life benefits

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• Lead Conversion
• Listing Agent

Things you can’t forget to include in your listing presentations

• April 22, 2024

Agents, we’ve given you the rundown on mastering your listing presentations. From helping you tackle getting prepared to i mproving your listing presentation skills overall, you’re in a good position to crush your next listing presentation. But before diving headfirst into your next seller prospect meeting, ensure you’re not skipping out on any of the must-haves in your listing presentation. It can make all the difference and help you secure a new seller client.

Things you absolutely can’t skip in your listing presentations

Making a great listing presentation might seem like you can throw some information into a snazzy PowerPoint or Google Slides deck, but it’s so much more than that. In your listing presentation, you pitch potential seller clients on why you’re the best agent in their market to sell their home and walk them through exactly how you plan to do it. But it’s not just a slide deck full of humblebrags; it’s a cohesive, clear action plan.

Here are the key components you can’t skip when creating your listing presentations. We’ll break down each one, why it matters, and why you can’t miss highlighting it in your listing presentation. Remember, the goal isn’t just to look snazzy—it’s to be impactful and address any potential concern, question, or hesitation from your seller clients. This is how you’ll close the gaps in understanding and win them over.

Your real estate bio

First and foremost, add a slide to introduce yourself. Yes, you’ve given your elevator pitch over the phone, and they’ve likely seen you through your marketing. But sharing your bio, in your own words, is key to helping prospective clients understand you and your expertise better. 

In short, including and covering your real estate bio can help answer the following questions:

• Why should they trust you?
• What level of experience do you have?
• How does your experience relate to why they should hire you?
• What real estate work have you done in the past that’s relevant to them, their needs, and their goals?

Make sure to cover your tenure as an agent, what markets you’ve worked in, what brokerage you are or have been a part of, your successes, any specialties, and your investment in continuing education.

Your proof points

Your bio lays the groundwork and sets the scene for who you are as an agent, what you do, and your expertise on paper. But now it’s time to put your money where your mouth is and back up your awesomeness with some real-life data. How do you get this data? By sharing your proof points. In your listing presentation, you need to call out and highlight recent sales you’ve successfully transacted. You’ll also want to call out recent seller testimonials so your prospective sellers can get a better, more realistic view of what it’s like to actually work with you.

Educational opportunities

Simply put, sellers — especially first-timers — don’t know what they don’t know, and as the agent, you’re the guiding light to teach them. Walk them through things like the selling process at a high level, how pricing works, and common real estate terminology they can expect to hear throughout the selling process. By preemptively addressing the typical selling ins and outs, you can beat them to the punch of their concerns. Educating your prospective sellers from the start shows you’re an expert, and also well-rounded in how you approach your clients. It also demonstrates your willingness to offer a transparent, two-way line of communication.

Market conditions

Going hand in hand with education is displaying and outlining local market conditions. Sure, consumers have heard plenty on the news or social media about what’s going on in the housing market, but they likely don’t know how this impacts their local market. This is where you can walk them through what’s happening in their ZIP code.

In your listing presentation, be sure to show them recent sales in their neighborhood so they have an idea of what to expect from a pricing perspective and how long it takes, on average, for a home to sell. You should also include properties that are actively listed so they know what other homes are available in the area. This will help them understand features, amenities, and updates similar homes have that gets them ahead in pricing, as well as an idea of how you’ll position the home against the other listings.

Your marketing strategy

This is the meat and potatoes of the listing presentation, but the groundwork you’ve laid thus far is key to getting your prospective seller clients on board. After all, you can’t just jump right into how you can market their home without establishing credibility and establishing trust first. Think of this like the peak of the listing presentation. This is where you can pull out all the stops with a customized marketing strategy specifically tailored to their home. 

Call out things like:

• What channels you use to market your listings
• Which of these channels work best for marketing listings
• Your reach, engagement, and following on each
• Offline marketing activities you engage in, like print materials, events, and sponsorships
• The types of campaigns and marketing efforts you’ll run to promote their listing

At this point, you’re able to marry your real estate expertise with your deep marketing know-how. And by focusing on how exactly you’ll promote their home, seller prospects can rest easy knowing you already have a game plan ready to be used.

Your real estate portal presence

Alongside your marketing tools and plans is a great place to also showcase your presence on all the top real estate portals. This is where you can highlight which portals you’re active on, the consumers — and types of consumers — using each, and the reach and engagement you typically get from these portals.

Of course, you’ll want to showcase your presence on Realtor.com ® , along with the products you’ve invested in for your listings, like Local Expert SM , Market Reach , or Listing Toolkit .  Prospective seller clients will be excited to see their home will be listed on the major players of the online real estate world, and thrilled to learn about the Realtor.com products you’re leveraging to get their listing front and center with countless consumers.

A recap to tie your promo efforts together

At the end of your listing presentation, it’s always a good idea to tie up your deck with a neat bow and provide a snapshot slide of how you’ll promote the home to your prospective seller clients. Give a brief bullet-point summary of your online presence, digital footprint, marketing tactics, and the efforts you’ll take to promote their home. This singular view is a great way to sum your efforts up and wow the sellers with ease.

You’re ready to knock your listing presentations outta the park!

You now have a solid rundown of the key components to include in your listing presentations, from start to finish, and why each one is so crucial for prospective seller clients. If the thought of porting each of these things into a deck is daunting, or downright inconvenient, we’ve got you: click here to get our free, customizable listing presentation template today!

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Ecolab 1Q Sales Increase, Raises 2024 Adjusted EPS Outlook

By Denny Jacob

Ecolab posted an increase in 1Q sales while also raising its 2024 adjusted earnings per-share outlook.

The hygiene and infection-prevention company recorded net income of $412.1 million, or $1.43 a share, for the first quarter ended March 31, up from $233.4 million, or 82 cents a share, a year earlier. Adjusted earnings were $1.34 a share, matching analysts' estimates.

Sales rose 5% to $3.75 billion from $3.57 billion. Analysts polled by FactSet expected $3.74 billion.

For 2024, Ecolab forecast adjusted earnings per-share between $6.40 and $6.70. It previously guided for adjusted earnings per-share in the range of $6.10 and $6.50.

"We remain firmly on our long-term 12-15% earnings growth trajectory, with our exceptional growth in the first quarter the result of strong fundamentals and the additional benefit of lower delivered product costs," said Chief Executive Christophe Beck.

Ecolab also disclosed it reached a definitive agreement to sell its global surgical solutions business to Medline for a total consideration of $950 million cash, with an anticipated gain being recorded in special gains and charges at closing. The sale is expected to close in the second half of 2024.

Write to Denny Jacob at [email protected]

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April 30, 2024 08:36 ET (12:36 GMT)

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