what are the methods of sales presentation

11 Vital Sales Presentation Tips To Close The Deal Faster

The truth is, to sell a large quantity of  any  product, there is a set of steps everyone needs to follow. It is a process so common that even sidewalk sellers know how to leverage it, yet so many of us salespeople neglect to employ it!

To help you put your best foot forward and secure more, more significant deals for your organization, keep reading to learn the more effective sales presentation techniques alongside identifying the effective sales presentation skills you need to close deals faster.

What is a Sales Presentation?

Sales presentations vs sales pitches: what’s the difference, the importance of effective sales presentations, what makes a good sales presentation, 11 effective sales presentation tips, 6 effective sales presentation skills every sales rep must have.

To first understand what makes a good sales presentation, it’s only logical to start with the sales presentation definition ;

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

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

A sales presentation is a more complex version of a sales pitch and is usually used for bigger deals that require multiple stakeholders to weigh in on decision-making.

While still technically a sales pitch, sales presentations are held when the sales process isn’t straightforward, generally for longer sales cycles with lucrative deals that require a product or sales demo.

For this reason, sales presentations require a larger budget, not just for the presentation (often around an hour in length) but for preparation, timing, and testing. Moreover, salespeople are more likely to present sales presentations as a team rather than as individuals, so understanding the plan requires a group effort.

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

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

Read more here.

Other uses for the sales pitch include the elevator sales pitch , which many believe is identical to a sales pitch; however, it is not. A sales pitch is a formal type of sales presentation, usually used in long buying cycles. It can take multiple times until a deal has closed.

On the other hand, an elevator sales pitch often occurs organically in casual conversation and tells potential prospects what you do, with a statement that positions you as the ideal solution provider in the hopes of leading to a sale.

Crafting an effective elevator sales pitch is an essential skill for any professional.

The right pitch can open doors and create opportunities during a brief encounter.

An elevator pitch stands out from a regular sales pitch because it’s brief and gets to the point immediately.

You have a short moment to grab someone’s attention and convey your message.

If you want to improve your ability to deliver a sharp elevator pitch, our guide is just what you need. It lays out the steps clearly and provides examples to help you craft your effective pitch quickly.

Craft your effective pitch now.

• Using Stories to Demonstrate Value
• The Ultimate Guide To Selling To The C-Suite

A successful sales presentation helps salespeople build connections with prospective customers. It allows them to differentiate their offering from competitors – with the end goal of closing a deal.

Sales presentations help set the tone for future interactions as the sales process progresses and is, therefore, a key tool for persuading your prospects that your offering is best suited to their needs.

Also read: How to Run Effective Remote & Virtual Sales Presentations

An effective sales presentation speaks directly to your audience’s needs, challenges, and desires. It captivates their imagination with a compelling story, complete with a solid value proposition and strong call to action that tells the prospect exactly why you’re the best solution provider.

Below is an in-depth view of each of the 5 core elements that make an effective sales presentation alongside the ideal sales presentation structure that many companies follow:

What are the 5 Core Elements of Every Sales Presentation?

1. research.

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

Prospects don’t see solutions or features; they see the value that comes with a suitable solution. That’s why you need to research prospects to understand what motivates them thoroughly.

Identifying pain points as you delve deeper into how they operate so that you can ultimately tailor their journey to provide them insightful and value-based solutions .

2. Storytelling

Stories help prospects visualize the value of your offering . That’s why it’s helpful to select several stories you can pull from during sales presentations that appeal to the prospect based on individual needs (hence why you need to research their wants and needs thoroughly first!)

3. A Value-Proposition

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

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

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

Prospects are more likely to agree to the next steps in a deal if they’ve seen proof that other people benefit from your solution. To achieve this, ensure you have plenty of social proof available from the get-go when meeting with your prospect.

Overall, any proof of your effective solution helps answer the “how can I believe you” question from prospects. To do so successfully, consider sharing evidence such as:

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

5. A Call to Action

Last but not least, an effective sales presentation requires a strong call to action at the end to compel prospects to take action. Whether that’s to buy now, take the following steps internally, or even start a free trial – prospects need to be told what to do next.

Crafting a sales slide deck that connects with your audience and clearly presents your value is crucial for a winning sales strategy.

It should spotlight your product’s benefits and features while telling a story that matches your prospects’ needs and challenges.

Learn how to create a sales slide deck that supports your pitch effectively and helps you close more deals, leading to more satisfied customers.

It has a presentation template outline you can easily follow for your next sales deck.

Create your winning slide deck now.

With the correct sales presentation techniques to guide you through your sales meetings, you’ll start closing more sales than ever before – check them out below:

1. Use the “Five-Second Rule”

Prospects have less and less time in this competitive and busy digital world. Getting their attention is hard, but keeping it is even harder! That’s why you need to remember and use the 5-second rule – where you have at least fifteen to twenty words to capture your prospect’s attention. Ensure your overall opening statement is strong and directly relates to your audience.

2. Talk like an executive

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

3. Involve key stakeholders

Use your showmanship abilities and have the prospective decision-makers interact with the product you are selling. Ask them to try it out to see how easy it is, how soft it feels, or how fun it is – whatever the defining benefit and feature is.

When the customer gets involved, they can imagine themselves using the product, making it easier for them to buy.

4. Present solutions to painful challenges

Place the prospect’s most painful problem at the forefront of your sales presentation and describe precisely how your product or service can solve the challenge they’re currently facing.

By doing so, you’re showing them a way out of their current situation and the opportunities they could gain from closing the deal.

5. Make it memorable

When you give a  presentation , people will not retain everything you say. And what most of us do is leave to chance what the prospect actually retains, but by incorporating a few specific elements, you can start to influence what people remember.

• Visuals : The first element is to help them visualize. Use a visual on the screen that emphasizes one of my key messages. Aim to have no more than three key messages that you want somebody to walk away with. But use visuals to emphasize key points.
• Text : Also, put text on the screen, almost like underlining essential words in documents. Use text to highlight important points you want them to remember.
• Story : To get your  prospect  to remember your presentation, include a  story  highlighting your 3 key points. Wrap them in a story that touches on their emotions and can help them visualize how your solution will help them.
• Repetition : When you use story, text, and visuals and repeat your 3 key messages throughout your presentation, your presentation will be memorable. More importantly, they’ll remember the 3 key points you want them to remember. In some of the presentations that Steve Jobs used to do, he used to use rhetorical devices and 3 key points. It was always thinner, faster, and lighter.

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

Engaging presentation principles apply universally, whether delivered live or virtually.

Spencer Waldron from Prezi offers insights on keeping your audience engaged.

His advice is practical across all types of presentations. His strategies work for any presentation scenario, making sure people hear your message and remember it.

Get the summary here.

6. Prepare valuable insights

Another effective sales presentation technique is to prepare insights ahead of time for your prospects. Insights are accurate understandings of your prospect, your prospect’s business, or your industry.

These understandings are found through research, experience, data, and metrics. They aim to develop a stronger relationship with the prospect by providing them with valuable opportunities to optimize and grow their operation in ways they may not have considered beforehand.

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

Suppose you lead by explaining your solution’s differentiating factors. In that case, you risk not hitting the mark and resonating with prospects about why this is so important.

That’s why you need only to introduce your key differentiators once your overall backstory is clear and the prospect gets it. Think about your key differentiators as a series of breadcrumbs you’re leaving for prospects to connect to understand the overall benefit.

8. Master the art of trial closes

Rather than expecting only one effective sales presentation and saying, “Sign here,” you need to get your prospect to make small incremental commitments .

A commitment is an obligation or a promise; an incremental commitment would be small, bite-sized pieces or portions. For example, you could ask your prospects to commit to:

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

Overall, whatever it is, all you want is to gain a small commitment – something that they can agree to do now that’s relatively easy. The idea is that by getting your customers to commit to small things and to follow through on those small things, you’re one step closer to closing those long, complex deals.

9. Ask for feedback

The easiest way to lose the engagement of any audience is to drone on for long periods. While your words might be compelling, how you deliver them is crucial.

That’s why, rather than talking through your sales deck or bullet points on a slide, you should always begin by notifying decision-makers that questions are welcome throughout the presentation.

By asking for and receiving feedback this way, your sales reps will know they’re hitting the mark – or when they need to adapt their approach.

10. Ask for the sale

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

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

11. Ask Again

If the customer poses an objection, overcome their objection and ask again. Don’t give up after 1 “No.” Again, in the case of the sidewalk seller, he asks, “What else can you get in Singapore for $10?”. The majority of sales are closed after the second or third attempt.

You don’t have to sit on a sidewalk with a loudspeaker blasting your every word to employ these techniques; you need to be able to show people how your product can benefit them. So find a way to get in front of your prospects, and make sure to follow these steps to maximize results.

Now that we’ve explored some of the most effective sales presentation techniques, let’s also recap the sales presentation skills every sales rep needs to possess to close more deals. Discover each sales presentation skill in detail below:

1) Research & Solution-Based Questioning

The first stage of preparing for a sales presentation is thoroughly researching your prospect. Skipping this preparation will likely result in the rejection of your ideas. That’s why all salespeople must be keen researchers of their ideal customers.

Gather answers and insights about your prospect’s challenges with  typical solution-selling questions  such as:

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

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

What does  solution selling vs product selling  have to do with sales presentations? Well, product selling involves merely trying to persuade a customer that the product you sell is a better version than the similar products each of your competitors is selling.

This is why salespeople using the product selling method in sales presentations spend much of their time going over feature lists and pricing options with disinterested prospects.

On the other hand, solution selling requires an alternative way of making a sale. By pinpointing the real-world problem your customer is currently facing- you can explain how the product can solve their problem in the best way possible.

A compelling sales demo goes beyond showcasing features. This is a pivotal moment when the prospect truly sees what the product can do for them.

Delivering a sales demo that informs, persuades, and excites is a skill that significantly impacts the sale’s outcome.

This skill is vital for turning prospects into customers.

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

Get the full detailed steps here.

2) Active Listening

If you want your potential customer to pay attention to what you say, you have to be willing to listen to him first. That doesn’t mean just giving your prospect time to speak, but actively listening to what they have to say.

Sales professionals should be  listening 80% of the time and only talking 20% of the time . Of that 20%, half of that should be asking questions, which leaves only 10% for selling and telling.

By focusing intently on what information your prospect is giving you about their problem, you can better formulate a personalized offering that they’re more likely to buy rather than spending time preparing an unappealing one-size-fits-all type of deal. 

Overall, sales presentations are most likely to be effective when you display body language that shows you’re listening to your prospect, from subtle head nods to small comments that show you agree and understand.

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

3) Storytelling

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

You can easily do this by creating a hero with a name, a personality, and a practical problem to overcome. However, you must take great care when deciding how to reflect your intended message.

Ensure your storytelling speaks directly to your customers by including the same hopes, ambitions, fears, regrets, and disappointments they too, possess.

4) Confidence

Ultimately, prospects need to perceive you as self-assured to want to work with you. That’s why all sales reps should be confident in themselves and the solution they are selling.

To achieve this, all skilled salespeople will practice and refine their sales presentations well ahead of time to ensure that the delivery is articulate and compelling. Alongside employing body language techniques such as:

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

5) Objection Handling

All sales reps should be well versed in listing common objections people have given in the past and understand the rationale for each objection. By doing this, reps can positively frame each response to each objection and practice it for the sales presentation.

Continue reading to  learn common sales objections  and how to overcome them. 

6) Interpersonal & Rapport Building

Interpersonal skills are small, nuanced behaviors that help build rapport with prospects that hopefully turn effective sales presentations into long-term trusted relationships.

As the saying goes, ‘People do business with people they know, like, and trust.’ So, of course, you need to build rapport – and quickly.

One of the most effective ways to do this is to use your customer’s name and, probably more critically, know how to pronounce it! It helps you connect with them because they feel heard, and well, people love the sound of their names.

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

• Communication style flexing:  Different prospects have unique ways in which they prefer to communicate based on their communication style. They typically fall into  one of four communication styles  based on two factors. Understanding the different communication styles and how to handle each individually can drastically improve your relationship and ability to connect with other people.  Moreover, once you’ve fully identified your prospective executive’s communication style, you can move on to understanding their decision-making style . How do you do this? Ask yourself and the prospective executive  these questions . 
• Courtesy:  If good manners cost nothing, courtesy is critical for making prospects feel welcome and comfortable. 
• Understanding the prospect’s viewpoint : Understanding how it feels to be in your prospect’s shoes can either make or break understanding their reason for buying – or not buying.

Engaging with prospects effectively is key to sales success. Doing so will allow you to close more deals and forge stronger business relationships.

Building rapport, understanding communication styles, and demonstrating courtesy are just a few interpersonal skills that can significantly impact your interactions with prospects. 

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

Discover the strategies here.

Deliver Presentations That Persuade and Close Deals

Gain the skills to create and deliver compelling sales presentations that resonate with your audience.

Our Sales Presentation Training equips your team with techniques to engage listeners, communicate value clearly, and guide prospects toward decisive action.

We provide you with a proven framework to structure your presentations, methods to make your content memorable, and strategies to confidently handle objections.

This training helps your team transform their sales pitch into a powerful tool for building client relationships and driving results.

Master the art of closing deals remotely

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

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

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Effective Sales Presentations: 11 Tips to Win Deals + Templates

What makes a sales presentation truly effective?

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

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

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

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

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

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

Put simply, most salespeople go into meetings:

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

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

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

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

How to Prepare the Perfect Sales Pitch Presentation

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

Preparation is a key aspect of every effective sales presentation.

Here are five ways you can prepare for success:

1. Set a Clear Agenda

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

Does this situation sound familiar?

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

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

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

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

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

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

2. Adapt Your Script and Presentation

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

There are two clear ways to fix this problem:

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

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

3. Pick Three Main Points for Each Prospect

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

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

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

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

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

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

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

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

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

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

4. Use Visuals to Show, Not Tell

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

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

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

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

These visuals can help to:

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

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

5. Show Them You Know Their Pain

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

So, what’s the narrative for your product?

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

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

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

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

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

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

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

Or are you?

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

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

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

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

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

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

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

7. Ask Open-Ended Questions

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

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

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

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

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

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

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

8. Build Context Around Your Biggest Value Points and Differentiators

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

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

Add meaning to that value point by asking questions:

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

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

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

The same method works for highlighting your key differentiators.

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

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

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

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

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

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

Otherwise, you could actually hurt your chances of closing.

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

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

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

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

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

10. Never Talk Price Before Value

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

But don’t open the conversation like this.

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

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

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

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

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

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

11. Keep It Less Than 10 Minutes

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

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

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

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

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

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

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

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

Ready to Give the Best Sales Presentation Ever?

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

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

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

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

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

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

More articles from The Close Blog

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23 Foolproof Sales Presentation Tips to Help You Close More Deals

Table of contents

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

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

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

You’re not alone. 

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

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

In this guide, we’re going to discuss,

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

So let’s dive right in.

What is a Sales Presentation?

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

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

Related : 12 Most Helpful Sales Report Templates for Teams

6 Types of Sales Pitches and Presentations

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

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

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

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

The One Word Pitch 

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

The Social Media Pitch

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

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

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

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

A Full-Blown Sales Presentation

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

Written Sales Presentations

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

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

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

What Should Be Included In a Sales Presentation?

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

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

Your sales presentations should also consist of:

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

Related : SMART Sales Goal Examples from 30+ Sales Professionals

23 Sales Presentation Tips to Help You Close More Deals

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

And here’s what they said.

Express your interest in working together

• Give hard copies of the sales presentation 

Leverage stories

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

• Incorporate videos

Drive the no’s

• Don’t hard sell

Prime your prospects before selling

Solve your prospects problems, wear your confidence.

• Personalize it for your client

Know their competitors

Keep it succinct.

• Make it conversational
• Sell your brand, not your product

Demonstrate your product\service

End with a clear cta.

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

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

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

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

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

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

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

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

Step 1: Get the template 

Step 2: Connect your HubSpot account with Databox. 

Step 3: Watch your dashboard populate in seconds.

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

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

Give hard copies of the sales presentation

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Incorporate videos 

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

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

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

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

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

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

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

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

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

Don’t hard-sell

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

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

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

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

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

That will cause one of two outcomes.

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

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

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

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

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

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

And did this strategy work for her? 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Personalize it for the client

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

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

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

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

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

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

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

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

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

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

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

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

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

Make it conversational 

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

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

Sell your brand, not just the product

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

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

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

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

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

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

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

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

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

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

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

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

Wrapping up

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

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

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

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

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

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The Most Effective Sales Presentation Tips & Techniques

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

Dag Hendrik Lerdal

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

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

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

Understanding Sales Presentations

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

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

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

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

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

What Makes a Winning Sales Presentation?

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

1. Doing Your Homework

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

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

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

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

2. Telling a Story

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

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

I love this breakdown by Consultant’s Mind:  

3. Highlighting the Value Proposition

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

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

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

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

4. Providing Credibility in Your Sales Presentation

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

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

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

5. Including a CTA

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

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

13 Effective Sales Presentation Tips & Techniques

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

1. Presenting with Confidence in Sales

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

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

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

2. The Five-Second Rule

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

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

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

3. Leverage Technology like SlideDog in Your Sales Presentations

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

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

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

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

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

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

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

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

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

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

5. Learn to Handle Objections

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

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

• Urgency/time

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

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

6. Physically Demo Your Product/Service

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

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

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

7. Make Your Presentation Flow

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

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

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

8. Ensure Key Decision-Makers & Stakeholders are Involved

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

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

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

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

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

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

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

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

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

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

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

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

10. Keep Your Presentation Tight and Concise

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

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

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

11. Own Your Presentation

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

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

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

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

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

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

12. Leave a Lasting Impression

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

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

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

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

13. Expect (and Prepare for) the Unexpected

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

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

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

Wrapping up

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

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

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

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

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

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

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

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

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

Sales plan structure

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

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

1. Your target revenue

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

Here are a few tips for setting your target revenue:

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

2. Your ideal customer profile and buyer personas

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

3. Your sales team

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

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

4. Your resources

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

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

5. Safety of communications

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

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

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

6. Your position on the market

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

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

7. Your prospecting strategy

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

Below are easy ways to start your prospecting strategy:

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

8. Your pricing strategy

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

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

When creating a pricing strategy, consider the following:

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

9. Your goals, objectives & DRIs

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

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

10. Your action plan

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

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

11. Your budget

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

Sales plan examples

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

1. 30-60-90-day sales plan

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

2. Territory sales plan

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

With a territory sales plan, you can:

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

When creating this sales plan, you have to:

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

3. Sales plan for specific sales

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

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

4. Monthly sales plan

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

5. Sales tactics plan

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

Tips on how to create a sales plan

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

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

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

Tip #2: Use SWOT analysis to analyze your capacities

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

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

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

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

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

• Company mission
• Key performance indicators
• Flexibility
• Action items
• Responsible parties

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

Tip #4: Use previous performance data

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

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

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

You can also track the following:

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

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

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

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

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

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

What are the types of sales presentation?

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

1. Standard memorized presentations

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

2. Formulated sales presentations

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

3. Need-satisfaction presentations

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

What are the features of a sales presentation?

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

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

Sales presentation structure

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

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

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

What to include in a sales deck?

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

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

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

Other points to consider

1. the product.

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

2. Handouts

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

3. Practice and teamwork

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

Expert tips: How to create your sales presentation?

Tip #1: sync.

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

Tip #2: Involve storytelling

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

Tip #3: Avoid using technical slang

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

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

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

Tip #5: Practice body language

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

Tip #6: Be funny

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

Tip #7: Emphasize your expertise

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

Tip #8: Focus on benefits

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

Tip #9: Include research

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

Tip #10: Showcase the return on their investment

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

Tip #11: Rehearse

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

Tip #12: Talk directly to your audience

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

Tip #13: Add a clear call to action

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

Tip #14: Answer the audience’s questions

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

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

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

Still wondering how to create a sales deck?

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

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• 50 tips on how to improve PowerPoint presentations in 2022-2023 [Updated]
• Present financial information visually in PowerPoint to drive results
• How to present a research paper in PPT: best practices
• Keynote VS PowerPoint

Introduce a new product idea in a presentation

• Design Tips

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

8 rules of effective presentation

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

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

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

What is a sales presentation?

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

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

A sales pitch doesn’t use visualized sales presentation themes – it’s what your sales professionals do all day long, on the phone, over Zoom or in person with clients.

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

Because you’re likely presenting to a group of senior decision-makers and executives, even the best sales presentation ever requires ample prep time and coordination across multiple team members.

Key takeaways from this sales presentations article

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

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

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

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

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

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

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

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

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

Thomas Dredge Sales Manager, Particular Audience

Start with a problem (and a deadline)

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

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

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

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

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

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

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

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Digging deep to determine customer pain points and make the sale

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

Focus on outcomes

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

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

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

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

Position your features against the old way of doing things

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

Compare those features to competitors’ features

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

Use a combination of some or all of the above

Creating a winning sales presentation slide deck

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

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

The best sales decks have a few key elements:

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

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

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

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

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

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

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

When you do include text, ensure you use a font (and font size) that can be easily read by everyone sitting in on your presentation. Need help? Enter your email in the box below to request some sales presentation templates.

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What else to bring to your sales presentation

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

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

13 examples of sales collateral you need to drive revenue

The product.

Nothing sells a product like seeing it in action.

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

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

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

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

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

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

7 steps to putting together a brilliant sales demo

Leave behinds.

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

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

Tailoring your sales presentation to speak to your audience

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

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

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

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

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

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

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

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

Learn your product inside and out

Rehearse, rehearse and rehearse again

Danny Hayward Sales Manager, Unruly

How to nail your sales presentation delivery

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

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

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

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

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

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

Practice confident body language

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

Here are some ways you can improve your body language:

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

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

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

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

Engage your audience

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

1. Understand your audience’s attention span

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

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

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

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

2. Be funny

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

3. Use a little showmanship

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

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

Sophie Cameron Business Development Representative, CAKE

What to do after the sales presentation to close the deal

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

Take questions

Encourage questions to show prospects you care about their experience.

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

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

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

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

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

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

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

Great sales presentation examples (and why they worked)

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

The successful demo

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

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

The data-driven presentation

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

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

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

The presenters with overwhelming confidence

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

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

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

Greet and introduce yourself

Establish rapport

State the purpose and agenda

Address the pain points

Present a compelling hook

Outline the benefits

Establish credibility

Set expectations

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

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

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

Include a call to action

Summarize key points

Showcase success stories

Open the floor to questions

Offer additional resources

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

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

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

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

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

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

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

Final thoughts

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

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

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

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How to Smash Your Next Sales Presentation [15 Tips and Tricks]

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We all know that sales presentations are a love-it-or-hate-it part of B2B sales .

You might consider yourself a natural presenter, and love slaving over PowerPoint, thriving on every moment of the experience.

Others? Dread it like a trip to the dentist.

Luckily building and delivering an effective and truly great sales presentation is something that can be taught.

In this article, we’ll cover everything you need to smash your next sales presentation. From must-have slides to sales presentation tips and examples, you’ll find out all it takes to captivate your prospects and close deals.

Let’s start with the basics:

What is a sales presentation?

At its simplest, a sales presentation is a collection of slides that tells a story through visual elements and text.

Teamed with a salesperson’s narration (either in person or via video), its aim is to convey a product or service’s value proposition, and ultimately convert potential clients into paying customers.

A successful sales presentation will resonate with your prospect – linking in with their current needs and challenges, and positioning your company as the ideal solution. Here’s a great structure for one:

Knowing this formula will put you ahead of some of the competition, but how do you make sure you beat them all ?

What slides make up a good sales presentation?

1) The cover slide

Too many reps make the mistake of creating a generic cover slide for their sales deck. Our view? This is a big waste of valuable real estate.

Come on, this is where you make your first impression. You want to reel your prospect IN.

Whilst it might not be a clincher on its own, it can start to get across your main point: the value of your product.

Let’s go with an example.

You’ve immediately suggested some of the benefits and value your software offers before you’ve even reached the first “real” slide of your PowerPoint presentation.

So, now you have your prospect’s attention. Nice work – now it’s time to build on that.

2) The context slide

The context slide: where you set the stage with information on the trends and pressure points that are spurring change in your prospect’s market.

It’s all about setting your prospect up, hinting at the pain points you’ll touch on next. Build tension, and in turn, interest.

Your context slide might include the following snippets:

• Work is becoming increasingly remote and dispersed.
• Collaboration occurs across countries and continents.
• As the pace of work increases and competition rises, slowing down is not an option if you want to succeed.

3) The problem slides

Next, you’ll want to dedicate a few slides of your sales presentation to covering the problem, or a key pain point.

You’ll need more than one slide to do this because problems – especially big, business-critical ones – are complex and interconnected.

What’s more, prospects don’t always see the full range or depth of the problems they’re experiencing – it’s all too easy to get wrapped up in the day-to-day, isn’t it?

According to the principle of loss aversion , people will work twice as hard to avoid loss as they will to gain a benefit. So, by painting a clear picture of the problems your prospect faces (and will continue to face in the future), you can motivate them to seek a solution.

Example time:

Let’s examine this through the lens of our fictional company, Projector.

Sure, your prospect knows they don’t currently have dedicated project management software. They might know it’s difficult for their teams and departments to keep tabs on work or communicate on progress, but have they considered anything like:

• How this impacts productivity
• How many hours their team loses every week, month, and year due to low productivity
• Connecting the dots between low productivity and less revenue
• How needless meetings and excessive communication apps can actually make things worse

You get the idea.

4. The “enviable future” slide

Cool, so you’ve hit them where it hurts (their pain points), the next step is to portray how it could be if the problem no longer existed.

From there, provide solutions to prove this is actually possible. Something like this…

Projector enables:

• Centralized communication to eliminate unnecessary video calls, email threads, and text messages
• A visual way to monitor progress and identify bottlenecks, so nothing slows you down
• A single source of truth for all of your resources and deliverables, so you never need to go searching for the latest version
• Customizable workflows to meet the needs of any project

The secret is to instill a true sense of longing for all of these benefits. This can help secure the ultimate buying decision.

5) The bridge slide

Next up in your sales pitch is the bridge slide. This slide provides the path to a problem-less world, and how your solution can get them there.

The bridge slide is a great opportunity to include the first touch of social proof, because people (and businesses) often copy how others behave – especially if they see proof of positive results.

In sales, it means demonstrating that someone relevant to your prospect (like a close competitor or a category leader they respect) has gotten real value from your solution. The implication is that:

• Your prospect could too
• If they don’t, they’ll be missing out on a real competitive advantage

This comes to life through a customer quote, stat, full case study, or all of the above on how a customer improved a business metric while using your solution.

See what we did there?

6) The solution slides

Like the problem slides, you’ll want to include more than one slide dedicated to describing the solution in your sales presentation.

The first of your solution slides should give a brief, clear explanation of what your product or service does.

This likely won’t be the first time your prospect is hearing about your offering, so there’s no need to cover every single detail. Try to boil down your product or service – as it relates to your prospect’s unique needs – into one to three clear sentences , and include a few visuals of your product in action where you can.

The next of the solution slides should focus on the value your offering will bring to the prospect. Make sure your value proposition ties directly back to the “enviable future” you previously outlined, so it’s clear your offering is the key.

Once again, social proof – like testimonials and customer stories with results from clients – can really lift these slides and grab your prospects attention.

“Projector helped my team cut back on 70% of emails and eliminated the need for weekly team sync meetings. Now everyone’s status and progress is clearly visible to the whole team on Projector’s platform.”

“With full visibility into our marketing campaign budgets, we can quickly reallocate spend and optimize our campaigns. This quarter alone, we’ve increased inbound leads by 200%!”

Those are some pretty compelling stats (even if it is a fictitious company).

7) The closing slide

You’ll want to end your deck on a short slide with a powerful statement that helps ignite a sense of urgency in your prospect.

Like we said before, visuals of your solution’s success will always make an impact; a nice little upward trending graph or a video testimonial of a loyal customer, perhaps.

If your final slide touches on both the emotional impact of resolving the pain point and the potential business gains, you’ve hit the mark. Not only will your prospect want to stop losing out on productivity, revenue, or whatever else they’re losing, they’ll want to reap the benefits of your great offering.

Powerful sales presentation templates to learn from

Explanations are good, and fictional decks are nice, but we all know learning by example is the best way to gain new skills.

You can find examples of sales presentation decks and PowerPoint templates scattered all over the web, but below we’ve sorted the wheat from the chaff just for you.

Get ready to borrow from the best:

• 21 incredible sales deck examples guaranteed to get buy-in
• 9 incredible sales presentation examples that succeed
• 10 best sales presentation to inspire your sales deck

6 sales presentation tips to help you crush your pitch

After you’ve crafted your narrative, built your slide deck, and got your design looking slick, it’s time to practice delivery.

The way you deliver your sales pitch is key to your prospect’s engagement, understanding, and their interest in continuing the process.

Here are six tips to help you communicate best.

1) Don’t talk for too long

There’s no specific winning length for a sales presentation, but data suggest that keeping under 10 minutes is smart.

According to a study from Gong (which analyzed 121,828 web-based sales meetings), successful presentations in intro meetings lasted on average 9.1 minutes . The unsuccessful presentation? 11.4 minutes .

This mirrors neuroscience research which found that human attention begins to wander when a listener hears a single voice for 10 minutes.

It’s actually why Apple doesn’t let its keynote presentations run for more than 10 minutes without introducing a change (like a switch to video, a demo, or just a new speaker).

2) Rely on data and insights

Now, we might be biased, but this one is really important. ☝️

If you want to drive a business decision, you need to prove there’s a problem, and what the impact of the solution would be – all using real numbers.

A sprinkle of competitor analysis , a measure of revenue forecasting ( if they close a deal with you), and a dash of ‘what could be’ goodness is the magic recipe.

If you’re able to confidently recall some persuasive, meaningful figures and drop them in where relevant, you could be in for the win.

3) Clearly illustrate the problems

The challenges you’re describing might be big, messy, and complex. But your sales presentation and pitch needs to be concise and digestible. Don’t overload slides with text.

Choose the most relevant information and illustrate it in a logical, clear way.

When crafting your problem slides and thinking about how to deliver the information, keep the following pointers in mind:

• Use numbers and data to back it up : As mentioned, data is key. Connect each main problem to tangible losses, like revenue, human capital costs, customer churn, etc.
• Focus on the strongest (most painful) points: Your goal is to distill a web of problems into a few core examples.
• Paint a telling picture: Think charts, graphs, stats, and images.

4) Personalize it

Even the most pixel-perfect PowerPoint presentation won’t get you anywhere if it looks like you’re just going through the motions.

What we mean is: your sales presentation needs to feel like it’s been specially crafted with them in mind – even if you know the majority of it stays the same from week to week.

Dropping in meaningful insights about their business is a great way to do this. These could relate to their own performance in the marketplace, to their competitors’ performance, or to an opportunity you’ve spotted for them.

Ideally you’ll be telling them something about their business that they don’t already know, and guess what? Your product can help them to exploit, navigate, or overcome it.

A tool like Similarweb Sales Intelligence can generate attention-grabbing and compelling data like that. It helps to inform any sales conversation you have, thanks to traffic and engagement data on over 100 million companies worldwide.

The Sales Intelligence Insights Generator allows you and your sales team to automatically find “insight nuggets” to either include on slides or incorporate into your dialogue. This is the secret to a consultative selling approach, which we won’t shut up about (and for good reason).

With an effortless way to source the freshest data tailored to your specific audience, building and delivering a successful sales presentation can become your most powerful selling strategy yet.

5) Welcome interruptions

It’s easy to get fixated on landing your key points while presenting. So fixated, in fact, that you don’t give your prospect a chance to get a word in.

Encourage your prospect to speak up with questions or comments throughout the presentation. Make this clear at the start, and keep an eye out for any hints through body language that suggests a question or observation is brewing.

A sales presentation that feels more like a dialogue will be far more effective and memorable. Here’s why:

️ People like to talk: When you give your prospects a chance to get their two cents in, you’ll make them happy – and will help them to remember the conversation more fondly.

✍️ You can learn along the way : If your prospect says something super interesting and relevant, you can use that information to tailor and refine your presentation on the fly (and maybe use it in your next pitch).

⚡ It helps keep their mind engaged: As mentioned, when people take turns speaking, their brains automatically reset – and that makes it easier to have longer conversations, instead of listening to one long monologue.

What’s more, interruptions also help relieve you of some of the pressure of talking non-stop. Win-win.

6) Be confident

If you typically hate delivering a sales pitch, then you might be rolling your eyes at this tip. We know it can be hard to just ‘become confident’ if that’s not how you really feel.

But there are things you can do that really will boost your confidence, helping you deliver a better presentation:

• Prepare : Get to know your slide deck back to front, memorizing all the numbers and stats you need to highlight.
• Practice your script : But also anticipate where questions or comments might come up.
• Listen to successful presentations: Make the most of your company’s recording software or find successful pitches on YouTube, and try to analyze what made these meetings, pitches, or persuasive presentations succeed.
• Make sure you’re super-familiar with your product: If you don’t fully understand your product, you’ll have a hard time getting someone else to. Practice presenting to a colleague to identify the holes in your own understanding as you speak.

How do you do a sales presentation?

Two good tips are to keep it short and tell a story.

What should a sales presentation include?

Include an introduction and presentation of the problem or pain point, before getting to the solution (hint hint, your product).

by Josh Rod

Senior Solution Marketing Manager, Similarweb

Josh has a strong background in marketing for Israeli SaaS companies and believes in using humor and wit in his strategies.

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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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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,   and streamlined   inventory management  that enables quick resolution of customer issues by optimizing asset tracking and service fulfillment. This approach helps maintain high levels of satisfaction and encourages repeat purchases, reinforcing the strength of your 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 Types of Slides to Include In Your Sales Presentation

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

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

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

So what can you do to make your offer compelling?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Here are some further techniques used during the sales presentation:

Tactic #1: Use Simple Graphics

Use simple graphics to convey meaning without text.

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

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

Tactic #2: Use Icons

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

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

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

Tactic #3: Include Statistics

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

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

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

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

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

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

Before : Customer’s needs when they came on

After: What your company accomplished for them

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

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

Tactic #1: Use Graphics/Diagrams

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

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

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

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

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

Tactic #3: Use Visual Examples

Follow up your descriptions with visual examples.

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

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

Which is more effective for you?

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

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

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

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

Can you feel it?

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

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

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

Here are more tactics to inspire sales presentation ideas:

Tactic #1: Personalize Your Final Slide

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

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

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

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

Tactic #2: Pair Outcome Statements With Icons in Circles

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

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

Tactic #3: Include Specific Success Metrics

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

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

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

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

This means you need to cut to the chase fast.

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

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

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

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

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

Ever heard of the Focusing Effect?

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

Easy choice.

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

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

Tactic #1: Tell a Story

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

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

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

Tactic #2: This vs. That

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

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

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

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

Zuora tells a story by:

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

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

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

Tactic #1: Use Logos and Testimonials

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

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

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

Tactic #2: Include White Space

Pad your images with white space.

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

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

Tactic #3: Incorporate Hard Data

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

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

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

Psychology tells us that seeing colors can set our mood .

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

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

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

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

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

Tactic #1: Include a CTA on Final Slide

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

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

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

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

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

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

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

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

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

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How to Create Your Ultimate Sales Presentation (with examples)

The Presentation is Step 4 of your Ultimate 10-Step Sales Presentation.

So, you are a dedicated sales professional who has been following my Ultimate 10-Step Sales Presentation formula! Thus far, you have completed your sales prospecting, so you know the customer is a qualified prospect. You have also spent time developing a strategic presentation plan. Plus, you have even planned your all-important approach to begin your presentation.

Now. At last. It is time to plan a killer presentation; a presentation sure to bring success and well-deserved hearty congratulations from coworkers and bosses!

So, no more delays, let’s get started!

In this article on creating your ultimate sales presentation, we will cover:

• Types of Common Selling Situations

4 Sales Presentation Methods

Basics of a group presentation, win-win negotiating, which presentation method is best, types of selling situations.

When I first started as a sales representative, I only had to master one selling situation. It was me selling to a single buyer. However, as I gained sales experience, I found that I had to present in a variety of selling situations.

As a professional salesperson, you need to be aware of the types of selling situations that you might encounter over the course of your career. Here are five of the most common selling situations.

• Salesperson to the buyer. A single salesperson presenting to a single buyer. This is how most of us start in our selling careers.
• Salesperson to the buyer group. A single salesperson presenting to a buying group or committee. You may present to a buying group when the information is technically complex or when the dollar value of the product is above a single buyer’s authorized level.
• Sales team to the buyer group. A selling team presents to a buying group or committee. The selling team and buying committee is often made up of people from different departments with different skillsets. For example, I led selling teams comprising myself as a sales manager, along with people from sales, finance, product supply, operations, and logistics. We presented to customer buying teams comprising people with the same areas of expertise.
• Consultant selling. A lead salesperson assembles company personnel to deal with specific opportunities or solve specific problems for a customer. For example, when I was a sales manager for Procter& Gamble’s Foodservice division, I was frequently called on to work with customers as a consultant to solve a specific problem. “Why don’t our pie crusts bake evenly?” “Why are the scallops cooked at lunch lighter than the scallops cooked for dinner?” I brought in teams of experts to work specifically on these problems.
• Seminar selling. Seminar selling is often educational in nature. In the “old days,” seminar selling was often held in a hotel meeting room. For example, attorneys put on an educational seminar about wills and trusts. When they were done with the seminar, they sold their services. These days a lot of seminar selling is done via “webinars.” A salesperson presents educational material via a live stream over the internet, and when they are done, they sell their services.

Now that we have a handle on the most common selling situations, we must determine which sales presentation methods we will use for our presentation.

Your sales presentation is a combination of persuasive verbal and visual communications of your business proposition that will solve a customer’s problem. Although to deliver a compelling presentation, you also need to match the presentation method to the specific buying situation.

There are four basic presentation methods most salespeople need to master. They are the

• persuasive selling,
• needs-satisfaction, and
• problem-solution method.

The primary difference between the methods is the percentage of time the salesperson is speaking. In the memorized and persuasive selling methods, the salesperson dominates the conversation. In the needs-satisfaction and problem-solution methods, both the salesperson and buyer share in the conversation.

You can think of these methods as being on a continuum from highly structured to completely customized.

The memorized sales presentation method is the most highly structured method. The salesperson does 80-90% of the talking. The buyer’s participation is generally limited to responding to questions posed by the salesperson.

The memorized presentation is a “canned” presentation; delivering the same basic presentation to every prospective buyer. The salesperson discusses the same features and benefits hoping they will stimulate the buyer’s interest.

The most common use of memorized presentations today is door-to-door and telephone sales.

The memorized presentation method has several advantages.

• It increases the confidence of inexperienced salespeople.
• It ensures that a salesperson or entire salesforce delivers the same features and benefits to prospective buyers.
• It is most efficient when selling time is short.

Drawbacks of the memorized presentation include:

• It is impersonal.
• It may present features and benefits that mean nothing to the buyer.
• It has limited participation with the buyer and, therefore, may be perceived as a high-pressure sales presentation.
• It is not effective for complicated selling situations or technical products.

Persuasive Selling

The persuasive selling presentation method is a powerful tool for both new and experienced salespeople. It is less structured than the memorized presentation. The salesperson typically controls the approach and beginning of the presentation but then engages the buyer more and more as the presentation continues.

The persuasive selling method has several advantages.

• It provides an opportunity for more buyer/seller interaction.
• It provides a logical framework and flow of information.
• It allows the salesperson to handle anticipated questions and objections.

The primary drawback of the persuasive selling model is that the structure is less flexible than the need-satisfaction or problem solution methods. Its more formal structure makes it less suitable for complex selling situations.

With the persuasive selling method, the presentation follows a formula or outline. A typical outline for a persuasive selling presentation includes five steps.

Summarize the Situation

State your idea, explain how it works.

• Reinforce the Key Benefits

Suggest an Easy Next Step

Summarize the situation that leads to the purpose of your presentation.

For example , “Last time we met, you mentioned needing to increase sales by 5%. Is that still the case?”

State your idea regarding a solution in clear, simple terms.

For example , “My idea is for you to feature Product X in your advertising and support the feature with a display.”

Share the details of your proposal. Include information about the product, pricing, timing, and etc., so the buyer understands how your proposal will solve his/her problem.

For example , “We know features and displays on Product X increase sales volume by 5x. I suggest you feature Product Super Duper Extra Large Size in your feature on (date). I will come in the week before the ad and build a display for you.”

Reinforce Key Benefits

Reinforce the key benefits by restating why your proposal solves the buyer’s problem. Focus on the key benefit(s) that are most important to the buyer.

For example , “As I said, a feature and display of Product Super Duper usually has a significant impact on sales. I estimate your sales will increase to (estimate) during the week of the feature and display.

Close the sale by suggesting the next steps, which are needed so you can successfully follow through in your proposal.

For example , “If you submit Product Super Duper for a feature on (date), I will order X number of cases of Super Duper to arrive the week before the feature. Then, on the day before the ad breaks, I will come in and build a display for you.”

Need-Satisfaction

The need-satisfaction presentation method is the most difficult to master. The entire presentation is often a back and forth conversation between buyer and seller. For this reason, the salesperson needs to be able to adapt their style and the information they convey to the seller throughout the presentation.

The need-satisfaction method has several advantages.

• It is highly flexible and customizable.
• It is particularly well-suited for the sale of complex, highly technical products.
• It is most effective at uncovering and prioritizing buyer needs.

The primary drawback of the needs-satisfaction method is the open-ended conversational nature of the presentation process. This makes it a difficult method for less experienced salespeople to master.

As the name suggests, the salesperson begins by discussing the buyer’s needs, then clarifies and summarizes the buyer’s greatest need, and finally, demonstrates how their product will meet the buyer’s needs.

Need Development

The presentation begins with the salesperson, asking a probing question to begin the process of ascertaining buyer needs. The salesperson asks a series of these probing questions to understand as much as possible about all the buyer’s specific needs and problems.

It is not uncommon for half or even more of the presentation time to be spent in the need development phase.

For example , a probing question for a computer salesperson is, “What tasks do your employees use your computers for? Or, “What software do the people in your company use the most?”

Need Awareness

Once the salesperson understands the buyer’s needs and problems, it is time to narrow down the needs/problem to the most important one to solve. The salesperson should then restate the need/problem and confirm with the buyer.

For example , “From what you’ve told me, the biggest problem your accounting staff has is they need to be able to see what people in other departments are spending. They use the Super Deluxe Accounting software package, but they are not on the same network, so they cannot see what various departments are spending. Is that correct?”

Need Fulfillment

The need fulfillment stage is the final phase of the needs-satisfaction presentation method. In this stage, the salesperson demonstrates how their product will meet the buyer’s needs or solve their problem.

For example , “I can certainly understand the importance of having your accounting staff computers networked with common software so they can see what each department is spending. My company makes an internet hub specifically designed to link seamlessly all the computers in the accounting department. It is fast, reliable, and is expandable so it can grow as your company grows. I suggest our training team come in and train your accounting department the week before the technical crew installs the new system Is next week good for the training or would the following week be better?”

I’ve used the needs-satisfaction method numerous times throughout my career.

Often, with complicated situations, I’ve had to spend an entire appointment on just needs development and needs awareness phases. When this happens, I will take the time between appointments to think through all the buyer’s needs/problems and select the best features, advantages, and benefits. Then in my next meeting with the buyer, I will use the persuasive selling method to present my solution because I already know the problem I need to solve for the buyer!

Problem-Solution

The problem-solution presentation method is a completely flexible, customized presentation that requires full engagement between buyer and seller. It is like the need satisfaction method because it is designed to uncover specific buyer needs or problems and then provide the appropriate solution. The primary difference is the problem-solution method is designed to handle a situation where the buyer may not even understand the problem or know how to solve it.

The problem-solution presentation method has several advantages.

• It is highly flexible and completely customizable.
• It is best suited for highly complex technical situations.
• It provides an in-depth analysis of specific needs or problems.

The problem-solution presentation method also has several disadvantages.

• Its complexity makes it difficult for inexperienced salespeople to manage the entire process.
• It is time-intensive, often taking several appointments involving multiple disciplines, over a period of weeks or even months.

Multiple Steps are Needed

The problem-solution presentation method consists of multiple steps. Here are eight steps I follow using the problem-solution presentation method.

• Agreement between buyer and seller to complete the analysis.
• Assemble the seller team and identify the customer’s mirror team.
• Agree on a timeline and the scope of the analysis.
• Conduct the actual analysis.
• Form conclusions and recommended courses of action based on the analysis.
• Develop the sale presentation based on the analysis, conclusions, and recommended course of action.
• The sales team delivers the sales presentation to the customer mirror team.
• Implement the agreed-upon actions.

I can’t give you a verbatim example of a problem-solution presentation, or this article would likely run several hundred more pages than you would want to read! However, I can give you an example of a situation where I used the problem-solution method.

I was in a role where I led teams of salespeople, finance, and product supply experts to analyze entire departments of a grocery store. The goal was to maximize department profits by optimizing the product assortment and layout of the department.

The analysis required the retailer to provide months’ worth of detailed financial and volume information for every product carried in the department. We combined their information with complicated psychographic information to determine the mix of products that would maximize profits and customer satisfaction. Then, with the optimized assortment, we designed shelf layouts that incorporated each product in its most logical and efficient location.

Once the analysis, conclusions, and recommendations were developed, we assembled all the information in presentation notebooks. With all the data these presentations typically ran over 100-pages!

Finally, when everything was printed, our selling team comprising of salespeople, finance, and product supply folks, presented to the customer’s mirror team. Often these presentations ran over two hours.

Once all the agreements were made, we established implementation teams responsible for making the changes in every store.

All-in-all it was not uncommon for this process to take 2-3 months for every retailer we worked with. However, we only committed to this kind of work when there was a significant long-term upside for our company! Given all the time, energy, and expertise to do the analysis and make the presentation.

Both the need-satisfaction and problem-solution presentation methods may involve presenting to a group of people. So next, let’s look at some of the nuances of presenting to groups.

There are two types of group presentations I participated in or delivered over the years. One type is what I call the one-to-many, where I present to a customer’s group. The other type and the one I liked the most is the many-to-many, where a group from the seller company presents to a group from the buyer company.

Delivering successful group presentations is complicated because many people are involved, you cover a lot of material, and the material itself is usually complicated.

I can’t possibly cover everything about running a successful group meeting in this article. Nonetheless, there are a few basics you must understand to conduct successful group presentations.

Get plenty of space

These group presentations are often conducted in a large meeting or board room. There’s nothing worse than stuffing 15 people into a room that holds ten.

Arrange for more time than you think you’ll need

If you need 90 minutes, ask for two-hours. No executive will complain if you finish 30 minutes early, but you stand the risk of losing people if you go over your allotted time.

The more people, the more structured the presentation method. Controlling the attention of any large group requires a presentation that is highly structured and organized.

Start with introductions

Chances are individuals who know each other, but not everyone else in the room, so start with simple introductions of name and role.

Publish an agenda

Let the people know what will be covered and in what order. This is also a perfect time to let people know what to expect for the rest of the meeting.

Have a designated question and answer time

Open questions and answers throughout a presentation with large groups are too distracting. If there are major sections to your presentation you can have a question and answer session for each section. Otherwise, you may elect to have one question and answer section at the end of the presentation.

Assign a timekeeper

For very complicated, long presentations, have someone on your team serve as a timekeeper to help keep you on track and from going over your time limit.

Appoint a designated note-taker on your team

The note taker needs to capture key comments, questions, and agreements for reference later.

Get engagement and agreement as you go

I know I said not to have open questions and answers throughout the presentation, but that doesn’t mean you make the presentation like a robot from the front of the room. If you see head nods, ask if they agree. If you see someone with a concerned or quizzical look on their face, ask if they have a question. If the issue is simple, handle it. Otherwise, say you’ll answer their question in just a moment (or in the Q&A at the end).

Focus on benefits

Talk about and reinforce the key benefits of your solution throughout your presentation. If there is a product supply person in the room, mention the benefits that accrue to that department. If there is a finance person talk to them about financial benefits. And so on! Make sure every person in the room hears the benefit of the proposal as it pertains to them!

Summarize the benefits

Just as you’re getting ready to close, summarize, or restate the key benefits you mentioned throughout your presentation. Again, make sure everyone hears the benefit that your solution brings to them in their work!

These tips are just the basics of running a successful group presentation. I can’t guarantee your success by following them, but I can just about guarantee failure if you ignore any of them!

As you approach the close, you will almost certainly have points the buyer wants to question or negotiate. So next, let’s talk a little bit about how to set yourself and your team up for successful negotiations.

I knew a few salespeople over the years who had a “take it or leave” attitude. They had one proposal, and one way of doing business and they were prepared to walk away from business if the buyer didn’t meet all their demands.

On the other hand, I also ran across a few customers who had a “take it or leave it” attitude. They made whatever demands they felt they could get away with pressuring suppliers to meet their demands. They figured if one supplier didn’t meet their demands the next supplier probably would.

I didn’t like working with either sellers or buyers who took that hardline approach.

In my opinion, a relational salesperson should be prepared to negotiate whether you are talking to a single buyer or a buying group. Over the years, I found the trick is to plan your points of negotiation ahead of time. By planning ahead of time you’ll know where you can compromise and where you cannot.

For example , you should know:

• What extra services can you provide that competitors do not?
• Is your price firm, or is there some flexibility?
• Are there payment terms or a payment plan?
• Can you provide any free services (like training) or equipment upgrades?
• Can you offer flexible delivery dates?

At Procter & Gamble (and most other large companies), our prices and terms were fixed, so I had to create negotiating flexibility in other ways. I could easily offer different shipping dates, different quantities and product assortment, and in some cases, product training.

The point is that I was clear about the things I could not negotiate. Likewise, I clarified that I was happy to negotiate where I had flexibility.

So far, we have covered the five most common selling situations and the four presentation methods. Now, it is time to determine which presentation method is best for you and your situation.

Your selling objective is the starting point in deciding which presentation method to use. If you are making a sales presentation, you will take a different approach than if your objective is to gather the information you can use later to develop a sales presentation.

Generally speaking, if you are making a sales presentation, the memorized or persuasive selling method is best. However, if you need to understand buyer priorities or uncover buyer needs or problems then the needs-satisfaction or problem-solution methods are best.

Yet, there is no single best method. When selecting your presentation method you must consider

• the experience of the salesperson,
• your objective,
• the nature of the product,
• the information about the buyer’s need or problem,
• and a host of other variables.

We’re Not Done with our Sales Presentation!

Although we’ve made a lot of progress, we’re still not ready to see the buyer yet!

Sure, we’ve done our prospecting, some approach planning, and we’ve decided on a presentation method. However, we still need to create that all-important presentation! In the next article, we’ll take a hard look at the important elements we must include in our presentation.

The Ultimate 10-Step Sales Presentation Series

Step4: The Presentation is the fifth in a series of articles, which have been created to teach you how to craft and deliver the Ultimate Sales Presentation in 10-Steps.

If you missed a prior article in this series or you want to review one again, you’ll find them here:

Kick-Off: The Ultimate 10-Step Sales Presentation

Step 1: Customer Prospecting

Step 2: Pre-Approach Planning

Step 3: The Approach

Step 4: The Presentation – Part 1 (you’re here)

Steps 5-10: Coming soon. A new article releases every two weeks.

If you want to make sure you don’t miss one of these articles, you can sign up to receive the series here .

Join the Conversation

As always, questions and comments are welcome. What questions do you have about the Approach step of the Ultimate 10-Step Presentation model?

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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10+ Sales PowerPoint Presentation Examples To Get Inspired!

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

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

We’ll be covering the following topics

What is a sales presentation?

Sales presentation vs. sales deck vs. pitch deck.

• Sales Presentation PPT Examples - and why they were successful

Sales Powerpoint Presentation Templates

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

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

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

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

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

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

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

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

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

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

Sales Presentation PPT Examples: and why they were successful

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

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

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

To check it out, click here .

Reddit Advertisement Sales Presentation

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

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

Click here to explore Reddit's engaging sales presentation.

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

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

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

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

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

Check out Drift's impressive sales presentation here .

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

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

Click here to get inspired by the Salesforce presentation.

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

Snapchat Advertising

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

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

Check out their captivating sales presentation here .

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

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

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

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

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

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

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

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

Click here to check it out.

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

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

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

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

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

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

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

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

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

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

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

Insight #2: Don’t rely on your slides

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

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

Bonus insight #3: Brand your sales presentation !

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

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

Want to learn more? Check out these articles!

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

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Alternative presentation styles: Takahashi

The SELL Method: Prepare Your Presentation

Our killer recipe for concocting a talk

• First Online: 29 September 2024

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Youknovsky, A., Bowers, J. (2024). The SELL Method: Prepare Your Presentation. In: SELL YOUR RESEARCH. Springer, Cham. https://doi.org/10.1007/978-3-031-60887-2_2

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

Updated: December 16, 2020

Published: May 05, 2016

Types of Presentations

• Visual Style
• Freeform Style
• Instructor Style
• Coach Style
• Storytelling Style
• Connector Style
• Lessig Style
• Takahashi Style

Everyone on the internet has an opinion on how to give the “perfect” presentation.

One group champions visual aids, another thinks visual aids are a threat to society as we know it. One expert preaches the benefits of speaking loudly, while another believes the softer you speak the more your audience pays attention. And don’t even try to find coordinating opinions on whether you should start your presentation with a story, quote, statistic, or question.

But what if there wasn’t just one “right” way to give a presentation? What if there were several? Below, I’ve outlined eight types of presentation styles. They’re used by famous speakers like Steve Jobs and Al Gore -- and none of them are wrong.

Check out each one and decide which will be most effective for you.

Free Presentation & Public Speaking Kit

Everything you need to become more comfortable and effective during your next presentation, including:

• Free Guide on Best Practices
• PowerPoint Presentation Templates
• Video Examples of Great Speakers

Types of Presentation Styles

1. visual style.

What it is: If you’re a firm believer slides simply exist to complement your talking points, this style is for you. With this speaking style, you might need to work a little harder to get your audience engaged, but the dividends can be huge for strong public speakers, visionaries, and storytellers.

When to use it: This style is helpful when speaking to a large audience with broad interests. It’s also great for when you need to throw together slides quickly.

Visual style presenter: Steve Jobs

2. Freeform Style

What it is: This impromptu style of presenting doesn’t require slides. Instead, the speaker relies on strong stories to illustrate each point. This style works best for those who have a short presentation time and are extremely familiar with their talking points.

When to use it: Elevator pitches, networking events, and impromptu meetings are all scenarios in which to use a freeform style of speaking. You’ll appear less rehearsed and more conversational than if you were to pause in the middle of a happy hour to pull up your presentation on a tablet.

Freeform style presenter: Sir Ken Robinson

3. Instructor Style

What it is: This presentation style allows you to deliver complex messages using figures of speech, metaphors, and lots of content -- just like your teachers and professors of old. Your decks should be built in logical order to aid your presentation, and you should use high-impact visuals to support your ideas and keep the audience engaged.

When to use it: If you’re not a comfortable presenter or are unfamiliar with your subject matter (i.e., your product was recently updated and you’re not familiar with the finer points), try instructor-style presenting.

Instructor style presenter: Al Gore

4. Coach Style

What it is: Energetic and charismatic speakers gravitate towards this style of presenting. It allows them to connect and engage with their audience using role play and listener interaction.

When to use it: Use this presentation style when you’re speaking at a conference or presenting to an audience who needs to be put at ease. For example, this style would work well if you were speaking to a group of executives who need to be sold on the idea of what your company does rather than the details of how you do it.

Coach style presenter: Linda Edgecombe

5. Storytelling Style

What it is: In this style, the speaker relies on anecdotes and examples to connect with their audience. Stories bring your learning points to life, and the TED’s Commandments never let you down: Let your emotions out and tell your story in an honest way.

When to use it: Avoid this style if you’re in the discovery phase of the sales process. You want to keep the conversation about your prospect instead of circling every point or question back to you or a similar client. This style is great for conference speaking, networking events, and sales presentations where you have adequate time to tell your stories without taking minutes away from questions.

Storytelling style presenter: Jill Bolte Taylor

6. Connector Style

What it is: In this style, presenters connect with their audience by showing how they’re similar to their listeners. Connectors usually enjoy freeform Q&A and use gestures when they speak. They also highly encourage audience reaction and feedback to what they’re saying.

When to use it: Use this style of presenting early in the sales process as you’re learning about your prospect’s pain points, challenges, and goals. This type of speaking sets your listener at ease, elicits feedback on how you’re doing in real time, and is more of a dialogue than a one-sided presentation

Connector style presenter: Connie Dieken

7. Lessig Style

What it is: The Lessig Style was created by Lawrence Lessig , a professor of law and leadership at Harvard Law School. This presentation style requires the presenter to pass through each slide within 15 seconds. When text is used in a slide, it’s typically synchronized with the presenter’s spoken words.

When to use it: This method of presentation is great for large crowds -- and it allows the speaker to use a balance of text and image to convey their message. The rapid pace and rhythm of the slide progression keeps audiences focused, engaged, and less likely to snooze.

Lessig style presenter: Lawrence Lessig

8. Takahashi Style

What it is: This method features large, bold text on minimal slides. It was devised by Masayoshi Takahashi , who found himself creating slides without access to a presentation design tool or PowerPoint. The main word is the focal point of the slide, and phrases, used sparingly, are short and concise.

When to use it: If you find yourself in Takahashi’s shoes -- without presentation design software -- this method is for you. This style works well for short presentations that pack a memorable punch.

Takahashi style presenter: Masayoshi Takahashi

Slides from one of Takahashi’s presentations:

Whether you’re speaking on a conference stage or giving a sales presentation , you can find a method that works best for you and your audience. With the right style, you’ll capture attention, engage listeners, and effectively share your message. You can even ask an AI presentation maker tool to create presentations for you in your preferred style

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