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

13 Steps For Creating Your Sales Strategy Presentation

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

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

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

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

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

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

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

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

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

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

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

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

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

1. Start with an Overview of Your Company

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

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

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

2. Touch on Your Target Market

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

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

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

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

3. Discuss the Value of Your Proposition

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

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

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

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

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

4. Consider Any Competitors

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

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

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

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

5. Outline Your Marketing Strategy

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

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

Your marketing strategy should include the following five elements:

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

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

6. Go Over Your Sales Process

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

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

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

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

7. Review the Current Sales Team Structure And Roles

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

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

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

8. Summarise Any Sales Materials Used

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

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

9. Talk Through Goals, Sales Metrics and KPIs

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

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

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

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

10. Explore Training and Development Requirements

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

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

11. Consider Any Budgeting Needs

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

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

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

12. End With Next Steps And Future Action Plans

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Happy Selling!

Sean McPheat Managing Director MTD Sales Training

• General Sales Skills

Updated on: 13 June, 2023

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

7 Types of Slides to Include In Your Sales Presentation

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

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

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

So what can you do to make your offer compelling?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Here are some further techniques used during the sales presentation:

Tactic #1: Use Simple Graphics

Use simple graphics to convey meaning without text.

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

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

Tactic #2: Use Icons

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

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

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

Tactic #3: Include Statistics

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

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

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

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

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

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

Before : Customer’s needs when they came on

After: What your company accomplished for them

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

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

Tactic #1: Use Graphics/Diagrams

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

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

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

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

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

Tactic #3: Use Visual Examples

Follow up your descriptions with visual examples.

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

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

Which is more effective for you?

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

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

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

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

Can you feel it?

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

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

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

Here are more tactics to inspire sales presentation ideas:

Tactic #1: Personalize Your Final Slide

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

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

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

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

Tactic #2: Pair Outcome Statements With Icons in Circles

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

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

Tactic #3: Include Specific Success Metrics

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

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

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

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

This means you need to cut to the chase fast.

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

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

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

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

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

Ever heard of the Focusing Effect?

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

Easy choice.

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

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

Tactic #1: Tell a Story

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

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

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

Tactic #2: This vs. That

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

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

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

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

Zuora tells a story by:

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

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

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

Tactic #1: Use Logos and Testimonials

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

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

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

Tactic #2: Include White Space

Pad your images with white space.

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

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

Tactic #3: Incorporate Hard Data

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

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

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

Psychology tells us that seeing colors can set our mood .

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

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

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

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

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

Tactic #1: Include a CTA on Final Slide

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

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

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

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

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

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

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

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

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

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

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WHAT DOES A SALES STRATEGY LOOK LIKE?

SALES IS SIMPLY A SERIES OF INTERACTIONS & CONVERSATIONS

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

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

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

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

TAKING SALES INSIGHT TO THE NEXT LEVEL

THE 4 WAYS TO GROW SALES

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

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

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

THE 3 SALES GROWTH DRIVERS

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

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

2. Incorporating corporate growth strategy initiatives in the sales strategy

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

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

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

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

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

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

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

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

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

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

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

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

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

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

GET THE PROCESS RIGHT AND THE SALES WILL FOLLOW

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

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

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

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

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

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

ANSWER THE BASIC QUESTIONS TO ACCELERATE & CLOSE DEALS

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

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

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

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

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

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

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

WHAT SHOULD THE SALES ORG LOOK LIKE?

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

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

HOW SHOULD WE ORGANIZE THIS SALES TEAM?

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

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

THE LOW HANGING FRUIT OF A SALES TEAM STRATEGY

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

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

YOU GET WHAT YOU REWARD

CREATING A SALES STRATEGY

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

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

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

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

STEP 1: GENERATE SALES STRATEGY INSIGHTS

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

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

STEP 2: DEVELOP SALES STRATEGY OPPORTUNITIES

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

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

STEP 3: PRIORITIZE THE GREAT IDEAS

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

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

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

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

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

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

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

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

DOWNLOAD THE SALES STRATEGY PLAN PRESENTATION TEMPLATE

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

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10 Sales Presentation Examples & Templates to Boost Your Sales

• April 25, 2024

Imagine unlocking the full potential of every sales opportunity that comes your way. 

This isn’t just another article; it’s the key to elevating your sales presentations from merely functional to truly compelling. 

Here, we delve deep into expert strategies that promise to not only save you from common presentation pitfalls but also significantly amplify your sales impact. 

With insights designed to captivate your audience and solidify your message , missing out on this guide could mean missing out on your next big sale. 

If you’re ready to transform your approach and see tangible results, this article is your indispensable tool. 

Let’s embark on a journey to sales excellence together.

What Are Sales Presentations?

Sales presentations are dynamic tools designed to captivate your audience , showcasing why your product or service surpasses others. These presentations serve as a strategic platform, allowing you to eloquently highlight your offering’s advantages while directly addressing the unique needs and concerns of potential clients.

With the right blend of compelling sales pitch presentations and impactful PowerPoint examples, you have the opportunity to connect deeply with your audience. 

The essence of crafting an effective sales presentation lies not just in flaunting your product but in forging a meaningful relationship with your listeners, demonstrating undeniable value, and steering towards a successful sales outcome.

Key Elements of an Effective Sales Presentation

Crafting an effective sales presentation is an art that combines strategy, storytelling, and persuasion. At its core, it’s about connecting with your audience, making a compelling case for your product or service, and guiding them towards saying yes. 

Here are the key elements you need to nail it:

• Clear Value Proposition : Start with a bang by clearly stating what sets your offering apart. This is your chance to shine and make your audience understand the unique benefits they'd get from choosing you.
• Engaging Storytelling : Wrap your facts and figures in stories that resonate. People remember stories, not just data, so weave narratives that paint a vivid picture of the problems you solve.
• Understanding Audience Needs : Tailor your presentation to address the specific challenges and pain points of your audience. Showing that you understand their needs builds trust and credibility.
• Strong Visuals : Use powerful and relevant visuals to support your message. Sales presentation PowerPoint examples or sales pitch PowerPoint examples can inspire visuals that captivate and communicate more effectively than words alone.
• Compelling Call to Action : End with a clear and persuasive call to action. Whether it's to sign up, schedule a meeting, or make a purchase, make sure your audience knows exactly what step you want them to take next.

Remember, the goal of your sales presentation isn’t just to inform; it’s to transform interest into action. By focusing on these key elements, you’ll be well on your way to creating presentations that not only engage and entertain but also convert.

General Sales Presentation Outline

​​When building your sales presentation, especially for a PowerPoint format, consider it a strategic journey that leads your audience towards making a decision. Here’s a clear-cut structure that ensures your presentation covers all the essential bases:

• Opening Slide : Begin with an impactful opening slide to capture attention. Introduce yourself and your business, setting the tone for what’s ahead.
• Audience Needs Slide : Highlight the challenges and needs of your audience. This slide is crucial for demonstrating empathy and understanding of their situation.
• Value Proposition Slide : Dedicate a slide to showcase your value proposition, clearly stating how your product or service uniquely solves the audience's problems.
• Features and Benefits Slide : Detail the features and benefits of your offering. Structure this information clearly to show how it aligns with what your audience needs.
• Success Stories/Testimonials Slide : Use success stories or testimonials to lend credibility. Real-world examples can significantly bolster your case.
• Objection Handling Slide : Prepare slides that proactively address common objections. This is your chance to alleviate concerns and build trust.
• Call to Action Slide : Conclude with a strong call to action. Make it straightforward for your audience to know what you want them to do next, whether it’s reaching out for more information or making a purchase.

This framework is your guide to crafting a PowerPoint sales presentation that not only informs and engages but also effectively persuades your audience towards taking action. Tailor each part to fit your message and audience, ensuring your presentation is both compelling and convincing.

10 Sales Presentation Examples & Templates

Navigating through the world of sales presentations can feel like a maze. With the right examples and templates, though, you’re equipped to create presentations that not only engage but also convert. 

Let’s walk through 10 scenarios where tailored sales presentation examples and templates can make all the difference.

1. Startup Pitch

A startup pitch template is your first step towards turning your vision into reality. It’s designed to succinctly convey the essence of your innovation , the vast market potential awaiting, and the unique value your startup brings to the table. 

This template not only showcases your business model and growth strategy but also weaves a compelling narrative around your vision, making investors and stakeholders see the world through your innovative lens. It’s about painting a picture of success and opportunity, backed by solid data and a clear roadmap.

Here’s a presentation outline template:

• Title Slide : Startup name, logo, and tagline.
• Vision and Mission : Briefly describe your startup's vision and mission.
• The Problem : Outline the problem your startup aims to solve.
• Your Solution : Present your product/service as the solution.
• Market Potential : Highlight the size and potential of your target market.
• Unique Value Proposition : Define what makes your startup unique.
• Business Model : Explain how your startup will make money.
• Growth Strategy : Outline your strategy for growth and market penetration.
• Competitive Analysis : Show how you stand out from competitors.
• Financial Projections : Share expected financial outcomes.
• Team : Introduce your team and their expertise.
• Closing & Call to Action : Summarize and invite investors to join your journey.

2. Product Launch

Launching a new product is an exciting journey, and with the right presentation template, you can make sure your audience feels that excitement too . A product launch template is tailored to highlight the key features of your product, the benefits it offers to customers, and the specific problems it solves. 

By using engaging visuals and clear, concise information, this template ensures that your audience understands why your product is the market’s new must-have. It’s about creating anticipation and desire, leading to that moment when everyone can’t wait to get their hands on your product.

• Title Slide : Product name and a captivating image.
• Introduction : Briefly introduce the product and its inspiration.
• The Problem : Describe the problem your product addresses.
• Product Overview : Detail the features and benefits of your product.
• How It Works : Show how the product works (demos or videos).
• Market Fit : Explain why now is the right time for your product.
• Customer Testimonials : Include early feedback or beta tester reviews.
• Pricing and Availability : Outline pricing strategy and availability.
• Marketing Strategy : Highlight how you plan to promote the product.
• Closing Slide : Recap and call to action (e.g., Pre-order now).

3. B2B Sales Proposal

In the B2B realm, a sales proposal needs to speak the language of benefits and ROI. A well-crafted B2B sales proposal template helps you lay out your solutions in a way that directly addresses your business clients’ needs. 

It allows you to present a clear case for how your product or service can solve their problems , backed by data, case studies, and testimonials. This template is about building a strong argument for your solution, showing potential clients not just why they need it, but how it will positively impact their bottom line.

• Title Slide : Proposal title and company name.
• Executive Summary : Brief overview of the proposal.
• Client Needs & Challenges : Outline the client's specific needs and challenges.
• Proposed Solution : Describe your product/service as the solution.
• Benefits & ROI : Detail the benefits and return on investment.
• Case Studies/Testimonials : Showcase success stories relevant to the client.
• Pricing Model : Present your pricing structure.
• Implementation Plan : Outline steps for solution implementation.
• Why Us? : Highlight your company’s strengths and uniqueness.
• Next Steps & Call to Action : Suggest the next steps and encourage action.

4. Service Offering Presentation

For businesses that thrive on offering unparalleled services, this template is a beacon. It’s designed to detail what you offer, how your services solve specific client problems, and why your approach is better than the competition . 

Through customer success stories and testimonials, you can showcase real-world examples of your service excellence. This template is your platform to demonstrate the tangible benefits clients receive when they choose you, making it clear why your service is the smart choice.

• Title Slide : Service name and your company logo.
• Introduction : Brief overview of your service offerings.
• Problems Solved : List the problems your services solve.
• Service Details : Break down each service, its features, and benefits.
• Customer Success Stories : Share testimonials and success stories.
• Why Choose Us? : Differentiators and competitive advantages.
• Pricing Structure : Explain your pricing model.
• Implementation & Support : Outline how services are implemented and supported.
• FAQs : Address common questions or concerns.
• Closing & Call to Action : Summarize and invite to engage your services.

5. Technology Solution Pitch

Technology can be complex, but your pitch doesn’t have to be. A technology solution pitch template is crafted to demystify your tech offerings, breaking them down into clear, digestible benefits. 

It focuses on how your technology addresses specific needs or challenges in an innovative way, making it a game-changer for your target audience. 

By simplifying complex concepts and focusing on the real-world applications and advantages of your technology, this template helps you convey the uniqueness and value of your tech solutions in a straightforward, compelling manner.

• Title Slide : Solution name and a compelling image or logo.
• Introduction : Briefly introduce the technology solution.
• The Challenge : Describe the challenge or need your technology addresses.
• The Solution : Detail your technology and how it works.
• Key Benefits : Highlight the primary benefits and features.
• Technical Specifications : Provide a brief overview of technical aspects.
• Use Cases : Share real-world applications and success stories.
• Market Analysis : Discuss market demand and potential growth.
• Competitive Advantage : Explain what sets your technology apart.
• Implementation Plan : Outline steps for adopting your technology.
• Closing & Call to Action : Recap benefits and invite to take the next step.

6. Annual Sales Plan

Crafting an annual sales plan is about setting a vision for what you want to achieve and defining the steps to get there. An annual sales plan template serves as a comprehensive guide to outline your sales objectives , strategies , and specific tactics for the upcoming year . 

It helps you establish clear targets, segment your market, allocate resources efficiently, and plan actionable initiatives to reach your goals. 

This template is essential for keeping your sales team motivated , providing a roadmap for success that is both ambitious and attainable, ensuring everyone is aligned and pushing in the same direction.

• Title Slide : Year and sales plan title.
• Executive Summary : Overview of sales goals and key strategies.
• Sales Targets : Breakdown of monthly or quarterly sales targets.
• Market Analysis : Insights into market trends and target demographics.
• Sales Strategies : Detailed strategies for achieving sales targets.
• Tactics and Actions : Step-by-step tactics for each strategy.
• Key Accounts and Territories : Focus areas and key account strategies.
• Tools and Resources : Overview of tools and resources for the sales team.
• Performance Metrics : Metrics and KPIs to measure success.
• Training and Development : Plans for team skill enhancement.
• Conclusion and Motivation : Wrap-up and motivational close to rally the team.

7. Real Estate Listing Presentation

In the competitive world of real estate, making a lasting impression with your listing presentation can make all the difference. A real estate listing presentation template is designed to showcase your properties in the best light , with stunning visuals and detailed market analysis that highlights why your listing stands out. 

It also outlines your comprehensive selling strategy, demonstrating your expertise and commitment to securing the best deal. This template is your tool to build confidence with potential sellers, showing them you have the skills and plan to sell their property quickly and for top dollar.

• Title Slide : Listing presentation title and your contact information.
• Property Overview : High-quality images and key details of the property.
• Market Analysis : Current market conditions and pricing strategy.
• Marketing Plan : How you plan to market the property.
• Selling Strategy : Your approach to negotiations and closing the sale.
• Comparative Market Analysis (CMA) : Pricing strategy based on similar listings.
• Testimonials and Success Stories : Past selling successes and client testimonials.
• Closing Plan : Steps to take from listing to closing.
• About Me/Us : Your experience and success in real estate.
• Next Steps : Encouraging sellers to take action with you.

8. Marketing and Sales Strategy

Blending creativity with strategic thinking is key to developing an effective marketing and sales strategy. A template for this purpose helps you lay out a cohesive plan that covers how you intend to reach your target audience, engage them with compelling content, and convert them into loyal customers. 

It includes identifying customer personas , planning targeted marketing campaigns, and outlining sales tactics that align with your marketing efforts. 

This template is about creating a synergistic approach that leverages both marketing and sales strengths, ensuring a seamless buying journey for the customer from awareness to purchase.

• Title Slide : Presentation title and your company logo.
• Market Overview : Analysis of the current market environment.
• Target Audience : Detailed profiles of your target customer personas.
• Marketing Goals : Key objectives for your marketing efforts.
• Sales Goals : Sales targets aligned with marketing objectives.
• Strategic Approach : How marketing and sales will work together.
• Key Initiatives : Major marketing campaigns and sales initiatives.
• Timeline and Milestones : When and how goals will be achieved.
• Measurement and KPIs : How success will be measured.
• Conclusion and Call to Action : Summarizing the strategy and next steps.

9. Financial Services Pitch

Trust and reliability are the cornerstones of any financial services pitch. A dedicated template for financial services focuses on these aspects, incorporating customer success stories and testimonials to underscore the value and security your services offer. 

It allows you to present complex financial products in an accessible manner, emphasizing how they meet the specific needs of your clients . 

This template is not just about showcasing your services; it’s about building a case for why clients can trust you with their financial well-being, highlighting your track record of success and stability in the financial landscape.

• Title Slide : Service offering and your company name.
• Company Overview : A brief introduction to your company and mission.
• Client Challenges : Common financial challenges your clients face.
• Our Solutions : How your services address those challenges.
• Product/Service Details : Detailed breakdown of offerings.
• Success Stories : Testimonials and case studies of satisfied clients.
• Trust and Security : Your commitment to client security and trust.
• Pricing and Packages : Overview of pricing structures and options.
• Why Choose Us : Your competitive advantage in the financial sector.
• Next Steps : Encouraging potential clients to take the next step.

10. Retail Product Pitch

Captivating potential retailers with your product pitch is crucial in the retail industry. A retail product pitch template is visually engaging, designed to spotlight the high quality of your products, underscore customer satisfaction, and emphasize the unique selling points that set your offerings apart from the competition. 

It’s your canvas to present market research, consumer trends, and sales data that demonstrate the product’s potential success in the retail environment. 

This template aims to entice retailers by showing them how stocking your product will not only meet but exceed the expectations of their customers, driving sales and enhancing their product lineup.

• Title Slide : Product name and a compelling image.
• Product Overview : Key features and benefits of the product.
• Unique Selling Points (USPs) : What makes the product stand out.
• Market Insights : Analysis that supports the need for your product.
• Customer Feedback : Positive feedback from early users or testers.
• Retailer Benefits : How stocking your product benefits the retailer.
• Marketing Support : Marketing initiatives to support product launch.
• Pricing and Margin Information : Competitive pricing and margin details.
• Ordering and Logistics : Information on ordering processes and logistics.
• Closing Slide : Recap and call to action for retailers to stock your product.

Embarrassing Mistakes to Avoid in Your Sales Presentation

In the heat of a sales presentation, it’s easy to get caught up in the moment and let a few errors slip through. But beware, some blunders can turn an otherwise stellar pitch into a cringe-worthy moment. 

Steering clear of these mistakes not only keeps your professionalism intact but also significantly boosts your chances of closing the deal. Let’s dive into a few common pitfalls you’ll want to avoid at all costs:

• Lack of Preparation : Walking in unprepared is the fast track to failure. Know your material inside and out.
• Ignoring Audience Needs : Tailor your pitch to address the specific challenges and interests of your audience.
• Overloading with Information : Bombarding your audience with too much data can overwhelm rather than impress.
• Skipping the Rehearsal : Practicing your delivery ensures you come across as confident and polished.
• Neglecting the Storytelling : Facts tell, but stories sell. Weave your points into a compelling narrative.
• Failing to Show Value : Make sure you clearly articulate the benefits and ROI of your solution.
• Weak Closing : A hesitant or unclear call to action can leave your audience unsure of the next steps.
• Technical Difficulties : Always have a backup plan in case of technical glitches with your PowerPoint or other presentation tools.

Remember, your sales presentation is your moment to shine. By avoiding these embarrassing mistakes, you set the stage for a successful pitch that resonates with your audience and drives home the sale.

Frequently Asked Question About Sales Presentation

When it comes to nailing your sales presentation, there are always a few questions that seem to pop up more often than not. 

Whether you’re a seasoned pro or gearing up for your first big pitch, getting these questions answered can make all the difference in delivering a presentation that not only captures attention but seals the deal. 

So, let’s dive into three questions you might still have on your mind.

How long should my sales presentation be?

The sweet spot for a sales presentation is between 20 to 30 minutes . This time frame gives you ample opportunity to cover all the essential points—like presenting a compelling sales pitch, showcasing your sales presentation examples, and explaining your product or service benefits—without losing your audience’s attention.

Remember, it’s about quality, not quantity. Focus on delivering a concise, impactful message that resonates with your audience’s needs and interests.

Can humor be incorporated into a sales presentation?

Absolutely, but tread lightly. Humor can be a fantastic tool to break the ice and build a connection with your audience, but it’s crucial to ensure it’s appropriate and won’t be misunderstood or offend anyone. 

When done right, a well-placed joke or light-hearted comment can make your presentation more memorable and engaging. Just keep it relevant to the topic and make sure it adds value to your presentation , rather than distracting from your main message.

What's the best way to handle tough questions during a sales presentation?

Handling tough questions with grace and confidence is key to maintaining credibility and control during your sales presentation. First, listen carefully to the question and take a moment to gather your thoughts before responding. 

If you don’t know the answer, it’s okay to admit it—just ensure you follow up with a commitment to find out and get back to the questioner. Always aim to turn challenging questions into opportunities to further highlight the benefits and strengths of your product or service. 

Showing that you can navigate tough questions not only demonstrates your expertise but also builds trust with your audience.

Key Takeaways on Mastering Sales Presentation

Diving into the heart of a standout sales presentation, we’ve unpacked everything from steering clear of common blunders to tackling those tricky questions with confidence. The takeaway? Preparation , clarity , and knowing your audience are your golden tickets. 

A sales presentation should be snappy—aim for that 20 to 30-minute sweet spot —and a dash of humor can work wonders, provided it’s on point and in good taste. Facing tough questions head-on showcases your expertise and builds trust.

In sum, crafting an effective sales presentation is about blending storytelling with solid facts , making a genuine connection with your audience, and leaving a lasting impression. 

So, as you prepare for your next pitch, remember these essentials. With focus and finesse, you’re all set to turn your sales presentation into a compelling narrative that not only engages but also convinces. Here’s to making your next presentation a smashing success!

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Edgar Abong

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Blog Marketing 15 Sales Presentation Examples to Drive Sales

15 Sales Presentation Examples to Drive Sales

Written by: Danesh Ramuthi Oct 31, 2023

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

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

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

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

Click to jump ahead:

6 Sales presentation examples

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

• Final thoughts

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

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

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

Clean sales presentation examples

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

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

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

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

Minimalist sales presentation examples

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

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

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

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

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

Simple sales presentation examples

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

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

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

Professional sales presentation example

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

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

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

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

Sales performance sales presentation example

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

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

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

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

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

Testimonial-based sales presentation examples

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

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

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

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

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

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

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

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

What to include in a sales presentation?

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

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

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

Related: 120+ Presentation Ideas, Topics & Example

How to create a sales presentation? 

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

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

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

1. Find out your ideal audience

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

2. Pick a platform to Use

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

3. Write the ‘About Us’ section

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

4. Present facts and data

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

5. Finish with a memorable conclusion & CTA

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

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

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

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

Sales Presentation:

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

Pitch Deck:

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

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

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

Final thoughts 

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

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

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

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Top 10 Sales Strategy Plan Templates with Samples and Examples

Deepika Dhaka

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

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

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

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

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

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

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

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

Click Here to Download our Comprehensive Curriculum for Sales Training

Top 10 Sales Strategy Plan Templates

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

Let’s explore these!

Template 1: Sales Strategy Plan Presentation

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

Download this presentation

Template 2: Sales Strategy Plan PPT Presentation

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

Template 3: Sales Strategy Plan PPT Template

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

Template 4: Marketing and Sales Strategy Business Plan

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

Template 5: Channel Sales Marketing and Strategy Plan

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

Template 6: Developing a Sales Growth Strategy Template

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

Download this template

Template 7: Sales Strategy Plan with Goals Target

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

Template 8: PPT Slide for Steps of Sales Strategy Plan

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

Template 9: Sales Strategy Planning PowerPoint Template

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

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

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

The Final Note

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

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

FAQs on Sales Strategy Plan

What is a sales strategy plan.

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

How to develop a Sales Strategy Plan?

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

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

What is a Go-to-Customer Strategy?

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

Related posts:

• Top 10 Sales Strategy Plan Templates To Maximize Revenue

Top 10 Sales Action Plan Templates with Samples and Examples

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

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How to Conduct an Effective Sales Strategy Presentation

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

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

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

What Is a Sales Strategy Presentation?

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

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

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

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

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

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

Start With Goals and KPIs

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

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

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

Outline Your Market Strategy

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

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

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

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

Describe Training & Development Efforts

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

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

Discuss Budgetary Needs

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

An Effective Sales Strategy Presentation is Only the Beginning

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

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

Written and edited by human brains and human hands.

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

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

Connect with Anthony on LinkedIn, X or Youtube. You can email Anthony at [email protected]

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7 Presentation Templates For Sales Managers and Teams

The foundation of a successful sales team is communication— both internally and externally. Offering solutions to prospective clients’ business needs is how you scale your own business, and that’s done through in-person meetings, virtual pitch decks, emails or lead generation strategies. But before you prepare any client-facing communications, your sales team needs to be aligned on sales strategies, account management, and sales projection. It’s a sales manager’s job to facilitate those conversations with their team and give them the tools necessary to close more deals. 

Presentations are a crucial tool for sales teams’ scalability. From all-hands meetings to sales proposals, presentations act as a vessel to communicate your story to the appropriate audiences. Of course, sales managers aren’t designers by trade and the presentation creation process can be overwhelming if you don’t know where to start. 

Luckily, there’s a presentation template for that. Beautiful.ai offers a robust library of pre-built, customizable presentation templates curated by industry experts. They serve as a starting point to give you the inspiration you need to package up your own story.

To save you time, we rounded up the 7 presentation templates that every sales manager can benefit from having in their back pocket. 

Sales strategy

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

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

Our sales strategy template can also help you identify objectives and provide guidance to your sales team, create product positioning guidelines, and share sales pipelines and wins with the team and other stakeholders.

Key account management

Not all of your clients provide the same value to your business. Your key accounts should have a low cost-to-revenue ratio with opportunity to grow in the future. A key account management (KAM) presentation helps teams identify their key accounts and nurture those relationships to their full potential. A successful KAM presentation can help teams define their target accounts, and outline your objectives, for a more favorable outcome. 

Our KAM template can also help you focus sales efforts more effectively, build better relationships with high-profile clients or customers, or optimize sales team results and increase revenue growth for the business.

Sales go to market

A sales go to market plan helps sales teams identify market size, define a value proposition, and achieve their sales goals with better product positioning and messaging. Sales leaders can set their teams up for success with Beautiful.ai’s sales go to market presentation template with things like market size and trends, KPIs, and an actionable plan. A thoughtful sales go to market presentation can help teams understand buyer personas and how to position their product or offering when talking to prospective customers.  

Our sales go to market template can also help you identify your sales go to market plan and provide guidance to your sales team, evaluate target market and market trends, or share financial projections with upper-management and other stakeholders.

Case studies address consumer challenges and highlight the solutions your service or product can deliver. This kind of presentation helps instill confidence in your brand and convert prospective clients to paying customers. Include your company background, past customers, a product demonstration or video, and outline how you can provide each client with positive results. A quality case study presentation illustrates real-world success using data. Our case study template will help you keep your clients engaged while you show them potential business solutions in a polished and professional presentation.

Our case study presentation template can be used as an effective way to showcase your success stories, convert prospective clients, and up-sell current clients.

Sales proposal

Sale proposals are used to demonstrate how your business, brand, service or product will positively influence a buyer, partner company, or investor. For a sales proposal to be successful it must include a straightforward message, be visually impactful, and show specific stats or data that reference your company’s strengths.

A sales proposal template streamlines the creation process for your proposal slideshow. Rather than limiting yourself to a series of blank slides and adding copy and images as you go, sales proposal templates provide all the basic placement and design for you to fill with customized content.

A sales proposal template can be used for responding to requests for proposals (RFPs), communicating ROI to sales prospects, and pitching sales ideas, concepts, or strategies. 

Sales projection

A sales projection is the amount of revenue your business expects to earn in the future. Also called a sales forecast or a business forecast, a sales projection gives you insight into the short-term and long-term health of the company. A set of sales projection slides is essential for sharing the results of your calculations companywide. 

Use the sales projection presentation template to analyze the health of the company, compare projections to past sales numbers, or inform company operations.

Team stand-up

Make your daily sales meetings more effective by starting with a template that lets teammates easily track what's going on and how to best optimize processes. Our team stand up template is a pre-built, customizable presentation optimized for team meetings and collaboration. Your sales team meeting will run smoothly with an agenda slide, talking points slide, deliverables update slide and more to keep everyone organized and focused.

Use the team stand up template to keep team members on the same page about pending deals, get executives up to speed on recent sales’ numbers, and ensure everyone is on track toward larger goals or quotas. 

Jordan Turner

Jordan is a Bay Area writer, social media manager, and content strategist.

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Home / Marketing / 7 Key Elements to Include in Your Sales Strategy Presentation

7 Key Elements to Include in Your Sales Strategy Presentation

Are you looking to create a killer sales strategy presentation? Whether you’re pitching a product, service, or idea, the success of your presentation relies heavily on the content you present and how you deliver it.

A well-crafted sales strategy presentation can make all the difference in securing a new client, closing a deal, or even gaining support from your team. In this blog, we’ll show you 7 key elements to include in your sales strategy presentation for the best results!

What is a Sales Strategy Presentation?

First, a sales strategy is a plan or approach a business develops to sell a product or service. It ideally aligns with the overall business marketing strategy and outlines the target clients and the business value proposition, among others.

So, what should a sales strategy include? It should typically answer the following questions:

• Who is your target audience?
• What product or service will you sell to them?
• How will you sell it to them?
• What messaging will you use to market and sell your offering?
• What are your top sales priorities?
• What are the specific goals that your team will work towards?

On the other hand, a sales strategy presentation is used to ensure everyone in your company is on the same page about sales goals and strategies. It should lay out your plan for reaching your target market and winning over new customers.

7 Elements that’ll Help You Make the Best Strategy Presentations

In no particular order, here are 7 important elements you should include in your sales strategy presentations:

1. A Clear Market Strategy

The first element is a clear market strategy. This entails planning how to acquire new, profitable customers by considering areas like:

• how to grow existing accounts
• revenue from existing/new products
• up-selling , etc.

Examples include cold calling, flash sales, and social media marketing.

Consider your customer and product mix, seasonal sales cycles, and pricing strategies to win over new customers. Make sure you have a plan of how to bring prices and margins back up to profitability, or you’ll have to settle for reduced margins.

2. Reaching the Customer and Target Market

Second, identify the channels and methods you will use to reach your ideal customer. You should decide whether you’d like to sell directly or through other channels.

Compare the costs and benefits of each option, and make sure you have a good plan in place to guide customers through the sales process.

And to better understand customer preferences and optimize your sales approach you can consider integrating quiz-making tools or a WordPress quiz plugin into your website for a more personalized and engaging experience for potential buyers.

3. Required Sales Resources

A good sales strategy isn’t just about selling – it’s also about figuring out what resources you need to make sales happen. This means planning out training, improving the customer experience, and getting any specialist support you need.

Don’t forget to plan out your marketing and sales assets too, so that everything’s ready when you launch your sales strategy.

4. Sales Planning, Forecasting, and Budgeting

Next, your sales strategy presentation should show how much you expect to sell each month, broken down by customer and product. To make these predictions, take a look at past sales data or use your business plan as a guide.

Also, consider things like how long it takes customers to make a purchase and how marketing and pricing can affect sales.

5. Measuring Sales Performance

Your sales strategy presentation should include how you’ll measure your sales performance against your sales plan. Look at areas such as forecasting accuracy, cost of sales, time and money spent on customers, customer segments, win/loss ratio, and cost per customer sale.

There are a lot of factors that impact sales success, so it’s important to set clear goals and tactics to meet and exceed your target.

6. Lead Generation Channels

These are the different ways that you can find potential customers who might be interested in buying your product or service. Examples include social media advertising, SEO, email marketing campaigns, or referrals from existing customers.

By pinpointing the most effective lead generation channels, you can focus your sales strategy on reaching the right people in the right places.

7. Sales Team and the Roles and Responsibilities of Each Member

Finally, giving an overview of your sales team is another critical element to include in your sales strategy presentation. You’ll need to outline who is on your sales team and what their specific roles and responsibilities are.

For example, one team member may be responsible for lead generation, while another may handle closing deals. By outlining these roles and responsibilities, you’ll ensure everyone is on the same page and working together to achieve your sales goals.

Bonus: 4 Evergreen Sales Pitch Examples[ + Free Script Generator]

Create Top-Notch Sales Strategy Presentations Using Simplified

Looking for an easy and efficient way to create the best sales strategy presentations? Let’s help you out! Our AI Presentation Maker will help you ideate and automatically design AI-generated presentations in seconds, allowing you to impress customers, close deals, and simplify your sales process.

With Simplified, you can choose from a variety of professionally-designed presentation templates to kick things off quickly. Our AI Presentation Maker will then automatically generate a unique and customizable presentation. All that’s left is for you and your team to collaborate and make it even better.

From the font, text, color, images, and sounds, you have all the power to create amazing designs while saving time and effort. Plus, with our preview feature, you can even present or share your presentation with company stakeholders!

Whether you’re creating a sales proposal, sales meeting, or product demo, Simplified’s AI Presentation Maker is the perfect tool to help you create a winning sales strategy presentation effortlessly.

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Sales Strategy

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How do you juggle multiple high-priority tasks across an entire sales lifecycle? A well-balanced strategy. Plan, analyze, market, and drive your sales team with this Sales Strategy deck. Segment your target customers and organize your sales team to maximize returns. And don't forget to use sales control tools to assess performance and improve progress.

5 questions and answers

What are the main components of a well-balanced sales strategy?

The main components of a well-balanced sales strategy include: 1. Clear Objectives: Define what you want to achieve with your sales efforts. 2. Target Market Identification: Understand who your potential customers are and what they need. 3. Sales Tactics: Decide on the methods and channels you will use to reach your customers. 4. Sales Team Organization: Structure your team to effectively execute your strategy. 5. Performance Assessment: Use sales control tools to measure performance and identify areas for improvement.

How do the key topics covered in a sales strategy enhance business strategy?

The key topics covered in a sales strategy enhance business strategy in several ways. Firstly, they help in identifying and segmenting target customers, which is crucial for directing marketing efforts and resources efficiently. Secondly, they aid in organizing the sales team and defining their roles and responsibilities, which can improve team performance and productivity. Thirdly, they involve the use of sales control tools for performance assessment, which can provide valuable insights for business improvement and growth. Lastly, a well-balanced sales strategy ensures that high-priority tasks across the sales lifecycle are effectively managed, contributing to overall business success.

What are the practical applications of a sales strategy in the retail industry?

A sales strategy in the retail industry has several practical applications. It helps in planning and analyzing the market, driving the sales team, and segmenting target customers. This strategy can also assist in organizing the sales team to maximize returns. Additionally, sales control tools can be used as part of the strategy to assess performance and improve progress.

Slide highlights

A sales mind map defines the process of how you will find, acquire, and retain then transform customers into repeat sales who refer others. (Slide 2)

Use a SWOT Analysis to determine the strengths, weaknesses, opportunities, and threats that could benefit or impede your sales strategy. (Slide 14)

Use a customer survey to conduct post-sales surveys or questionnaires and keep up your customer relationship management. (Slide 26)

With a strategic action plan that works for your organizational circumstances, you can prospect, qualify, and close more sales across a wide variety of channels.

Develop a solid sales concept with a well-rounded marketing mix. Manage time more efficiently and juggle multiple priorities. Improve a weak sales pipeline and identify your ideal customers, classified by order of greatest opportunity, to maximize your efforts.

Application

Sales mind-map.

A sales strategy begins with a sales mind-map. This is where you define and map out the process behind your sales strategy. To have a healthy funnel of customers, you must find, acquire, then retain them.

To find customers, research the market first. This consists of an evaluation of your product's position in the marketplace and a competitive audit of other prominent players in the current landscape.

To actually acquire customers, begin with the marketing process. Craft a brand message and determine your target audience.

After the marketing kickoff, create your sales plan and budget, and your sales control strategy.

Next comes customer data management and analysis of improvement areas. This analysis is to improve in areas where you lost sales or couldn't gain customers so you can conduct follow-ups to warm up cold leads with new tactics. You can also welcome back recurring customers to repurchase or refer you to new customers. (Slide 2)

2 questions and answers

What is a sales plan excel template?

A sales plan excel template is a tool that helps you plan your sales strategy. It typically includes sections for defining your sales objectives, identifying your target customers, detailing your sales tactics, and setting your sales targets. You can find various sales plan templates online. Microsoft Office provides a basic sales plan template that you can download and customize according to your needs. Remember, a good sales plan should be flexible and adaptable to changes in your business environment. It should also be reviewed and updated regularly to ensure it remains relevant and effective.

Prepare a presentation for ATV manufacturing start up business model

To prepare a presentation for an ATV (All-Terrain Vehicle) manufacturing start-up business model, you should consider the following points: Start with an introduction of the ATV industry and the potential market size. Discuss the current trends and future predictions of the industry. Next, present your business model. Explain how your start-up will operate, your production process, and your unique selling proposition. What makes your ATV different or better than the competition? Then, discuss your target market. Who are your potential customers? What are their needs and how does your product meet those needs? After that, present your marketing and sales strategy. How will you attract and retain customers? What channels will you use to reach your target market? Finally, discuss your financial projections. Provide an estimate of your start-up costs, your expected revenue, and your break-even point. Remember to include visuals like graphs and charts to make your presentation more engaging and easier to understand. This is a basic structure and you may need to add or remove sections based on your specific business model and audience.

Sales strategy sub-areas

First, create a sales plan. This should cover price management (how will the product be priced?) and quantity management (how much of the product needs to be purchased from suppliers?). You will also need to determine how to distribute company resources to carry out these sales. What's the sales team's budget, how many team members are there, etc.?

1 questions and answers

How do I create a sales plan for a new vendors online business

First, you need to understand the product or service you are selling. Then, identify your target market and understand their needs and wants. Next, set clear objectives for your sales plan. This could be a certain number of sales or a certain amount of revenue. Then, develop strategies to achieve these objectives. This could include pricing strategies, marketing strategies, and sales strategies. Finally, implement your plan and monitor its progress. Adjust your plan as necessary based on the results.

Next, determine how the effectiveness of your strategy will be measured. You can set sales goals, create a reporting process, or assign KPIs as part of sales control.

Sales channels are another indispensable part of your strategy. For instance, will you sell through a single channel or multiple channels? Will this be a pop-up shop or an online store only? Will you have a storefront or will your products be stocked by large retailers?

The organization component signifies how sales-related tasks are distributed across the company. What does the marketing team do? What about the management team? What about HR? Or the current sales team? For managers, who do they oversee?

The process component is about how customers are acquired. Begin with lead acquisition strategies, develop sales team workflow processes, and then establish prospective, current, and recurring customer management protocols — which includes aftercare for after the transaction has been completed. (Slide 3)

How does a well-balanced sales strategy contribute to maximizing returns?

A well-balanced sales strategy contributes to maximizing returns by ensuring that all aspects of the sales process are optimized. This includes lead acquisition strategies, sales team workflow processes, and customer management protocols. By balancing these elements, a company can ensure that it is reaching its target customers effectively, managing its sales team efficiently, and maintaining strong relationships with its customers. This can lead to increased sales, repeat business, and ultimately, higher returns.

Why is aftercare important in the sales process?

Aftercare is crucial in the sales process because it helps in maintaining customer relationships and loyalty. It involves providing support and services to customers after they have purchased a product or service. This can lead to repeat business, positive word-of-mouth, and customer satisfaction. It also provides an opportunity to understand customer feedback and improve the product or service based on that feedback.

What are the key elements of managing prospective, current, and recurring customers?

The key elements of managing prospective, current, and recurring customers include lead acquisition strategies, sales team workflow processes, and customer management protocols. For prospective customers, the focus is on attracting and converting them. For current customers, the goal is to satisfy and retain them. For recurring customers, the aim is to maintain a strong relationship and encourage repeat business. Aftercare is also crucial after the transaction has been completed.

Sales concept development

The sales concept development process is useful to create an action plan for your sales and marketing will be conducted. Begin with a market strategy that assesses how much potential your product has, compares them to your competition, and defines your market position and strategy. Break this strategy up and apply it to target customer segments. Then combine your mix of products, communications, and sales strategies to formulate an action plan.

Can you name a company that could benefit from implementing the sales concept development process and explain how?

A company that could benefit from implementing the sales concept development process is Apple Inc. Apple has a wide range of products and a large, diverse customer base. By implementing the sales concept development process, Apple can better understand the potential of their products in different market segments, compare them with competitors, and define a more effective market position and strategy. This would allow them to tailor their product mix, communications, and sales strategies to each target customer segment, potentially increasing their market share and profitability.

How can a company use the sales concept development process to maximize returns?

A company can use the sales concept development process to maximize returns by first creating a market strategy that assesses the potential of their product, compares it to the competition, and defines their market position. This strategy should then be broken up and applied to target customer segments. Finally, the company should combine their mix of products, communications, and sales strategies to formulate an action plan. This process ensures that the company's sales and marketing efforts are well-directed and efficient, leading to maximized returns.

What are some challenges that might be encountered when implementing the sales concept development process and how can they be overcome?

Some challenges that might be encountered when implementing the sales concept development process include: understanding the market potential, competition analysis, defining market position and strategy, and formulating an action plan. These challenges can be overcome by conducting thorough market research, using competitive intelligence tools, having a clear business strategy, and creating a detailed action plan with specific goals and timelines.

Let's say your company sells premium quality computers, laptops, tablets, and smartphones. This product mix creates high potential as they form an ecosystem of products that complement one other.

For your sales concept development, conduct a competitive audit of your market landscape. There are other brands that are older and offer a wider range of personal electronic gadgets than you. But your differentiation lies in a covetable brand image that is accessible for the average consumer. In this case, the target groups may include anyone from college students to middle-aged customers. To reach them, you advertise everywhere from online to billboards. (Slide 4)

How does a well-balanced sales strategy help in maximizing returns?

A well-balanced sales strategy helps in maximizing returns by ensuring that all aspects of the sales process are effectively managed. This includes planning, analyzing, marketing, and driving the sales team. By segmenting target customers and organizing the sales team accordingly, a company can ensure that its resources are used efficiently. This can lead to increased sales, higher customer satisfaction, and ultimately, higher returns.

What are the effective advertising mediums to reach target groups ranging from college students to middle-aged customers?

Effective advertising mediums to reach a diverse target group, ranging from college students to middle-aged customers, include digital marketing (social media, email marketing, SEO, content marketing), traditional marketing (TV, radio, print media), and outdoor advertising (billboards, transit ads). Social media and email marketing are particularly effective for reaching college students, while TV, radio, and print media can be effective for reaching middle-aged customers. However, a mix of all these mediums would ensure a wider reach.

Who are the potential target groups for a brand offering personal electronic gadgets?

The potential target groups for a brand offering personal electronic gadgets can be quite diverse. They may include tech enthusiasts, young adults, college students, working professionals, and even middle-aged customers who are comfortable with technology. The target group can also be segmented based on income levels, as some gadgets may be more affordable than others. It's important for the brand to identify their target audience and tailor their marketing strategies accordingly.

Marketing mix

Your Marketing Mix is made of components that need to be considered for a successful campaign. The Six P's of this mix are product, price, promotion, process, place, and people.

In our example, the product is your slate of high-tech devices, from computers to tablets to smartphones. Let's say the smartphone product is your main sales focus right now. Its main feature is the ability to install any third-party apps that can improve a user's lifestyle. You could even argue that even though it is a phone, its app-supported features are so dominant that the ability to make phone calls has been downgraded as side usage. Additionally, the smartphone is beautifully designed and adopts user-friendly interfaces. Plus the branding and packaging are sleek and desirable, which are all advantages to be capitalized on.

Your price point is on the high end and only offers discounts on older devices when a new model comes out.

Promotions are any advertisements, sponsorships or partnerships used to funnel in awareness and sales. These could be billboard ads, TV spots, social media posts, or sponsored placements. In our example, you could even launch a "mini-store" partnership with a top retailer to set up a premium shopping experience with the sales floor exclusively dedicated to your suite of products. However, since your brand name has become akin to a lifestyle, customer referrals are your bread and butter.

Process is the structure by which customers learn about, interact with, and ultimately purchase the product. It's essentially how you engineer your customer journey. Let's say there's enough popularity and hype built up around your company that you can hold public keynotes whenever a new model comes out. This becomes the launch point of the customer journey where they learn about the new offers, ask questions, begin to preorder, etc.

Place is where the product can be purchased. This might be big retailers and distributors, your website, mobile shopping apps, or even your own brick-and-mortar.

People are the team that drives the sales process and customer lifecycle. For our example, you may have a great sales team at retail locations and your customer service is top-notch, which drives frequent customer referrals. (Slide 13)

You can use another tool in this deck to determine team roles across your organization's pre-sales vs post-sales strategy with an org chart visualization. (Slide 16)

Target group analysis

A target group analysis defines who the target audience is and how best to approach and sell to them. Segment this analysis by four target profiles: behavioral, psychographic, demographic, and geographic.

For our example, let's say you want to segment your target customer by their behavioral profile. You have your brand loyalists and your late-stage adopters. Your brand loyalists pre-order every latest version of every new device, attend your keynote events, and convince five of their friends to as well. Your late-stage adopters are still very loyal, but they are usually a few generations behind, often buy second-hand, and tend to find ways to protect and keep their devices longer. While you don't always win them over with the latest chips, tech, and features, you can sell them more accessories to improve their older devices, like power chords, newer headphones, and new cases that extend battery life.

You can also segment your target customer by demographic. You have both male and female customers, and they can range anywhere in age from 16 to 60. They typically come from North America, Europe, or the Asian Pacific. Their occupation is often in the tech industry, arts, or knowledge economy with a middle to upper-middle class income.

To segment by psychographic profile, break down your customers by lifestyle, personality, values and interest. For instance, let's say your target customers follow the lifestyle of an urban professional. Their personality is curious with a love for new innovations and the latest gadgets. They value stability, fluidity and ease of use, and they have an interest in everything from arts and entertainment to tech. However, their unifying interest is to accomplish daily tasks easier.

You can also sort by geographic region, country, population and climate. This is helpful when you want to assess the interests and behavior of international customers segments. (Slide 15)

Customer life cycle

Now it's time to plot out the customer life cycle. This process goes through four stages: engage, transact, fulfill, and service. In the engage stage, identify new customers, evaluate their likelihood to buy, then begin the sales process. In the transaction stage, the sales team creates offers that the customer then accepts. In the fulfill stage, the product or service is provided or delivered. And in the service stage, customers receive follow-ups across various channels. (Slide 18)

Customer behavior types

To make the sales process easier, it's helpful to break your prospects down into the four main customer behavior types.

The programmed buyers buy as a routine purchase and receive below average service. These are the most low-maintenance customers.

Relationship buyers value the experience when they work with you, and expect you to understand the business your products or service supports like the back of your hand. The higher quality the relationship, the higher level of trust and loyalty they have.

Transaction buyers are competitive shoppers and heavily price-conscious. They want to find the best bargain and are well-versed in the product specs as they consider themselves experts due to all of their research.

Bargain hunters look for discounts and coupons just to receive a good deal even if they didn't need to buy anything to begin with. In your case, these buyers may often buy second-hand or could be swayed by discounts on a previous year's models. (Slide 20-24)

Customer classification matrix

You can use a customer classification matrix to determine the characteristics, value, and opportunities and threats from your various customer types.

For instance, Customer A is your most profitable customer. They bring in high revenue and high-profit margin. Even though their purchase quantity is low, they hold a lot of leverage power so you need to service them.

Customer B, on the other hand, has an average revenue and return, they are still profitable and even have the potential to become a Customer A type over time.

Customer C provides low sales and large purchase quantities, but they don't yield as much profit and require a high processing effort. They represent tiny transactions that are necessary to your business, but don't contribute much value. This is typically where most products or customers live, so your aim should be to automate their transactions as much as possible to reduce overhead and prevent a drain on your overall resources. (Slide 24)

The customer classification matrix can also be visualized as an ABC analysis. The y-axis represents the percentage of cumulative value that a customer type represents while the x-axis represents the proportion of customers in that segment. (Slide 27)

Portfolio analysis

A portfolio analysis helps compare your sales strategy to your competition. The dark blue checkmarks represent your company, while the lighter, grayed-out checkmarks represent your competition. You can rank each feature from very poor to very good to determine areas where your sales process can improve the most. (Slide 28)

Sales performance

A sales performance summary can be used for cost calculation. Use this summary to calculate the costs (and time translated into cost) associated with key tasks and activities of a sales rep.

In the case of a multi-channel sales team, each channel could require its own sales performance summary. For instance, your sales floor staff wouldn't take into account online ad spend that results in an online purchase — only the activities they conduct on the sales floor, and vice-versa for the online ads team. However, a thorough sales performance summary of all activities conducted across departments can help management and execs see which tasks and activities have the highest ROI. (Slide 30)

Sales control

Finally, the key figures in sales control bar chart compares revenue, number of offers, number of orders, and success rate. This is a tool managers can use to share with key stakeholders to measure the KPIs you determined at the top of your plan to assess if the sales strategy is a success. It's editable and will open into an excel sheet for you to enter the relative data when you right-click on it. (Slide 31)

For more presentations to improve your sales strategy and process, take a look at our Sales Pitch Deck , Sales Funnel , and Sales Review deck.

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

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

FREE SALES PLAN TEMPLATE

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

Updated: 03/07/24

Published: 03/07/24

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

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

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

Table of Contents

What is a sales strategy?

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

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

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

An effective sales strategy can help you:

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

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

50+ for Social Selling on LinkedIn and Beyond

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You're all set!

Click this link to access this resource at any time.

2. Become a thought leader.

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

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

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

So what’s the catch?

Not all thought leadership content is created equal.

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

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

3. Prioritize inbound sales calls as hot leads.

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

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

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

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

4. Properly research and qualify prospects.

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

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

Free Guide: 101 Sales Qualification Questions

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

• Budget Questions
• Business Impact Questions
• Competitor Questions

5. Implement a free trial.

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

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

Free Sales Closing Guide

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

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

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

11. Nurture existing accounts for future selling opportunities.

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

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

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

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

Don't forget to share this post!

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8 Effective Sales Presentation Examples to Boost Your Close Rate

Winning sales presentations turn prospects into customers. But, constructing a winning presentation is often a source of dread for many sales folks. What is the perfect number of slides? Which is the best order? Should it be hyper-branded or simple?

Or, should we even be using slide decks at all in 2024?

Now, if you want to make the journey collaborative, or want to gain access to cool insights like whether they even looked at your presentation, the static deck just won't cut it.

Designing a beautiful and highly personalized sales presentation is great, but access to behavioral analytics through digital links is super powerful. Knowing whether the buyer clicked on that presentation, and then how long they viewed it, can help shape those next steps in your sales cycle.

In fact, by 2025, 80 percent of B2B sales interactions will happen in these digital channels, according to Gartner . This means that presenting your pitch digitally unlocks new opportunities to engage and collaborate with your buyer. Ultimately, this will help you close deals much faster.

Sales professionals of all types, from SDRs to Customer Success, make pitches at different points in the sales cycle. That's why it's super important to create presentations that are both enjoyable for buyers to watch and easy for sellers to navigate—especially if they’re pitching multiple times a day!

Sales Presentation Vs. Sales Pitch: Are They the Same?

Presentation? Pitch? What’s the difference? These two sales practices are often referred to interchangeably, but they’re not exactly the same.

Generally, a pitch is when you’re closing the deal. It’s short and effective—highlighting the benefits and value of the product and offering the sale. Now, it is also technically a sales presentation, but it’s not a “sales presentation.”

The sales presentation comes earlier in the process when you’re looking to get buyers interested in your product/service. Every good sales presentation gives prospects confidence in your brand and helps develop the customer relationship. It emphasizes the value your product delivers and provides clear direction for the next step in the sales process.

So really, the key differentiator between these two sales activities is the point in the sales process—the presentation introduces your product, and the pitch closes out the deal. This shifts your purpose and your approach when creating a presentation vs. pitch deck.

To create the best sales pitch ever, you can head over to our ultimate guide . But first things first. Let’s build a winning sales presentation that makes potential customers beg to buy.

6 Key Components of a Winning Sales Presentation

While there's no "one way" to make a pitch presentation, there are a few core ingredients that can transform a bland presentation into a show-stopping performance.

To keep your buyers engaged and prevent them from nodding off, make the presentation more interactive by fostering a conversation, using eye-catching visuals that leave an impression, and pacing your delivery to keep the energy level high.

1. Start Strong: Cover Slide + Confidence

First impressions matter. Your first slide and the first few moments of your delivery will shape perceptions and affect the ultimate success or failure of your sales presentation.

Your cover slide should instantly capture the audience's attention and convey your brand and industry. Later, we’ll explore some stellar examples. For now, just make sure your audience has a good idea of who you are and what you do from the very beginning—and make it interesting. Images are great at this.

Regarding your delivery, confidence is key — key— to both your sales career and presentation. The confidence you project about your solution will transfer to prospects, reducing their concerns and supporting an overall positive experience.

But you can’t get by on cover slides and confidence alone.

2. Sell Solutions (+ Value), Not Products

Gone are the days when you could simply shout that your product was the greatest thing since sliced bread—and expect customers to believe you.

Times have changed. Value-based selling is in . Today, the best approach is to inform your buyer with the right message through the right media, selling your solution and not your product.

In your sales presentation, make sure that each product feature that you include has a clear benefit for your prospective buyer. And don't just list the features. Explain why they make your product better, in the simplest way possible.

If your lead generation process produced high-quality leads, and your pre-presentation research uncovered pain points, you should have a pretty good idea what this prospective customer needs—and how your product can solve the issue.

At the end of the day, people want to know what's in it for them and how your product/service will make their lives better. Sell them the solution. The product is just a bonus.

3. Tell a Story

People remember stories. They’re more engaging than stats and figures—and humans connect with humans, not numbers. Research by cognitive psychologist Jerome Bruner suggests that facts are 22 times more likely to be remembered if they’re part of a story .

You want to harness that power for your sales presentation.

Consider your top-shelf customer success stories—or even the customer you just closed yesterday, who solved a major pain point with your solution. The key here is to find past customer situations that your current prospect can identify with. Maybe they serve a similar market niche, or are both struggling to keep their fully-remote team afloat.

Or, maybe, you want to tell your company’s story. Close itself started as a solution to our founders’ frustrations with existing sales CRMs.

Like any great story, you need an arc, characters, conflict—and a resolution. Include whatever graphs and metrics you think add value to the presentation. The numbers don’t speak for themselves, but they do play a supporting role to your storyline.

Turn your case study into a case story, illustrating how your product has helped someone else, and prepare to hook your target audience.

4. Keep It Simple

Be concise. Make your key points digestible. Prospects should be able to quickly scan your sales presentation—and then get back to the conversation.

However, many companies that offer complex products, such as software, tend to overcomplicate the delivery. Most buyers don’t have time to read white papers or long-winded info about your technical specs. Those details can come later.

There are ways to present content while neither boring nor overwhelming your audience:

• Video: Sixty-six percent of people will watch a company’s entire video if it’s less than 60 seconds. Give them something they can quickly digest, that effectively highlights your value prop and most important product features.
• Interactive demos: a great alternative to video calls, ideal with async presentations. You can use interactive demo software like Navattic or Walnut to let your buyer learn about your product on their terms, in their own time.

Whatever you do, get to the point. Time and attention spans are short. Be succinct.

Visually, don’t give your PowerPoint presentation the crafting kindergartner upgrade. Brand colors and fonts should be established early and kept consistent throughout.

In short—less is more. Don’t exhaust your audience visually or mentally.

5. Include the Proof

Your audience wants to know that your solution works. They also want to feel confident about their decision to pursue your product over the competition. How can you help ease these concerns? Include evidence in your sales presentation.

Social proof establishes your credibility and showcases how your solution has transformed the work lives of your customers. It’s an important element in building trust between you and your prospect . Social proof can include media mentions, G2 reviews, social media engagement, customer testimonials, and more.

Recent data from Statista, as of September 2023, indicates a shift in consumer behavior. Their survey, conducted among 10,021 consumers, revealed that 53 percent of U.S. respondents rely on search engines like Google for information about products. This highlights the evolving landscape of consumer trust and information sourcing.

Additionally, 34 percent of consumers used customer reviews as a source of information. This underscores the continued importance of positive reviews and testimonials in fostering trust in a business. The customer success story you've shared can be further enriched by integrating these insights, demonstrating not only the value of customer reviews but also the growing reliance on digital search engines for product information.

Including social proof in your presentation demonstrates how well your solution can meet customer needs —including theirs.

6. Call Them to Action

Nothing cleans out the sales pipeline like a well-timed, well-placed, and well-designed CTA . Success in sales relies on the success of your call to action. And that extends to your sales presentation.

Unlike the sales pitch, your sales presentation is probably not asking for the close. Instead, you are asking them to take the next step in the sales process—book a call, talk to their stakeholders, demo your product, or something else.

You want the CTA to be straightforward. Brief as possible. And effective. Make it easy for them to follow through. For example, if you want them to book a call, share a calendar link. Then follow up .

You have spent time and resources (yours and theirs) on this presentation, so don’t fumble the deal with a weak or confusing CTA. Your sales presentation should be the whole package. Literally.

But can we really tie all of this together into one mega-effective sales presentation? We’re about to find out.

8 Effective Sales Presentation Examples

Sales presentations come in all shapes and sizes. A great sales deck is one that is true to your brand, relevant to your target audience, and produces results.

Various factors can influence the structure, included elements, and delivery. For example, a self-directed presentation that prospects view online may require more text than one that’s delivered face-to-face (or via Zoom). A presentation given to industry experts will include different details (and language) than one delivered to your average, may-be-customer Joe.

As you build your next effective sales presentation, draw inspiration from these winning examples. We’ll share the presentation—and tell you why it works.

1. What + Why: Memento

Stating the problem, explaining the solution.

This sales presentation deck from Memento first describes the pain points of existing solutions—then showcases why Memento is different, emphasizing value and innovation.

This tried-and-true strategy keeps messaging simple and potent. The graphics and color-blocked backgrounds enhance that messaging, and the result? An eye-catching and powerful sales presentation.

2. Image-Rich Slides: Zuora

Is a picture worth a thousand words? Sometimes. It depends what that picture is, and what you’re trying to say.

Zuora uses an image-rich presentation to help differentiate themselves in the industry, and to support the storyline of their presentation. At the same time, text is kept to a minimum.

Visuals can create a supportive foundation upon which you can build your value proposition , company vision, and prospect-relevant story. You’ll probably include photos of your digital or physical product, but you can also add stock images or infographics.

Memorable presentations show , rather than just tell.

3. & 4. Personalize for Prospects: Trumpet

People aren’t numbers—and they don’t want to feel as such.

Personalize your sales presentation so that it speaks directly to your buyer. When possible, call them out by name and make sure that every aspect of the presentation is 100 percent relevant to their situation.

If you want to go the extra mile, incorporate their own brand identity. Make it about them, not about you. Our friends at Trumpet are on a mission to do just that with customizable presentation pods.

Check out this presentation pod example .

This prospect-specific presentation covers most of our key components for an effective sales presentation while taking personalization to the next level. Plus, it’s interactive—which adds value for both prospects and sales reps. Look for the comment section beside the presentation, where you can keep all communication and questions in one spot.

These customization options make your presentation stand out—and are bound to increase your CTA response rate. You can directly incorporate your online scheduling tool, such as Calendly, which also integrates with Close CRM to streamline prospect scheduling.

Here’s another winning example from Trumpet, featured as a use case for SDRs. Again, it’s got all the elements of an effective sales presentation (right down to customer testimonials), and even includes a short audio message specifically for the prospect, from the SDR.

So, ditch the generic sales script and personalize the presentation. Do your homework and make it relatable to each individual prospect, whenever possible.

Then, post-presentation, you can even follow up with a next-steps pod —again, created specifically for your prospect.

5. Be You(r Brand): Reddit

Remember earlier, when we said your sales presentation shouldn’t look like a kindergarten-age graphic designer let loose on Canva? There are always exceptions, right?

First and foremost, you must consider your audience and brand.

The best sales presentations are those that inform and persuade while being true to their brand identity. Sometimes that looks like minimalism: Short sentences, muted color palettes, and quiet power. Sometimes, that looks like pizazz.

Reddit has since updated its branding and slogan, but it once boasted to be “the front page of the internet.” At that time, this sales presentation got them a lot of love.

Talk about hooking an audience. But even the randomness isn’t random—it matches their brand, audience, and value proposition.

So consider your brand, audience, and value proposition, and build a sales presentation worthy of that. (But oh, to be on the sales team at Reddit.)

6. Adaptable Sales Story: Eigen Technologies

Eigen Technologies wanted a presentation to support a core sales story that could be tailored to different industry customers. An overview presentation like this one covers the bullet point features of the product while allowing the presenter to add any relevant prospect-specific slides.

Notice the decision to highlight how this solution stacks up against its industry competitors. This can add power to your own value proposition. Something else that adds power? The cohesive sales story that threads through the entire presentation, from stating the problem to showcasing the solution.

For some, this presentation might be a little text-heavy. When you’re presenting live, you want prospects to be listening to you, rather than simply reading all the information from your slides. For animated videos , take-home or self-guided presentations, however, use the amount of text necessary to support your message.

An animated sales presentation can also be a great addition to your sales and marketing materials. Save the static for your presentation, and get double-mileage with a video.

7. Out-of-the-Box: Apple

It’s hard to find live sales presentation examples because most are given privately in meetings, or directly between a salesperson and their prospect. However, explainer videos like this one can inspire your delivery—and your sales deck.

Steve Jobs, wearing his famous black turtleneck, was known for his potent yet simplistic Apple product presentations. Apple continues to lead with powerful sales messaging. Today, it has evolved to match its updated branding and sales style.

Watch how this presentation involves two different team members, both of whom add unique value to the messaging. Depending on the nature of your solution, the expertise level of your audience, and other factors, you might consider something similar—when it makes sense.

Note that every feature mention is immediately followed by its value. Your audience wants to hear about your product's benefit—don’t leave them with product details as bullet points.

8. Putting It Simply: Microsoft Office 365

This business presentation from Office 365 employs an attention-grabbing color scheme while spotlighting feature details via powerful, concise messaging.

With complex products especially, you need to filter out unnecessary information. Boil it down to your key points and features, then use simple graphics and copy to share your product. Let your value overwhelm prospects—not the presentation itself.

Are you ready to get started on your next super-effective sales presentation? Before you go, consider how it could impact your closing rate—and how you can optimize results.

Using Your Sales Presentation to Close More Deals

Every customer touchpoint should drive prospects toward your ultimate goal: closing more deals. An effective sales presentation is just one step in the customer journey, and tips and presentation templates will take you far.

Let’s look again quickly at the end of your presentation.

At the end of the presentation, you need a strong call to action—but you should also consider other ways to make your message stick. Based on the nature of your solution and how you’re delivering the presentation, you might need to leave behind handouts for your audience.

They should be focused and simple, supporting rather than detracting from your presentation. Maybe they even create a dynamic QR code for scanning to download your app or view contact information.

Then to fully optimize your sales presentation, you must follow up . Your sales presentation alone might not sell your solution—but your faithful follow-up game can push them to take the next step. Enter your CRM.

An agile CRM like Close can streamline this outreach and boost customer retention rates . Now you can optimize—and sustain—the success of your next sales presentation.

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Home Blog Design How to Create Effective Call to Action Slides for Presentations

How to Create Effective Call to Action Slides for Presentations

When concluding a presentation , it’s essential to prompt attendees to take action. This is where a specific slide type, the call-to-action slide or CTA slide, comes into play. Depending on your context, this slide can incorporate various graphical elements, such as compelling images, charts, or diagrams, to evoke emotions or simply be attractive with information on how to contact the presenter. 

In our experience, a call-to-action slide is an element that has one-third of the influence factor for decision-making, especially in contexts of business pitch or sales presentation . For this reason, this article will guide you through the essentials of creating powerful, attention-grabbing call-to-action slides for presentations. We will illustrate each point with examples and include a list of eye-catching PPT templates that can make the job easier.

Table of Contents

What is a Call to Action Slide?

What are the elements of a call to action slide, how to write a call to action slide, recommended cta templates for powerpoint and google slides, final words.

A call to action slide is a presentation slide type designed to prompt an immediate response or encourage the audience to take a specific action (purchase, connect, sign-up, etc.). Typically, call-to-action slides are placed at the end of a presentation, as they capitalize on the audience’s interest in the presented topic and the expectations built up throughout the presentation. 

The same guidelines applied in marketing for call-to-action features in e-commerce are valid for call-to-action slides, as they must be clear, concise, and focus on an actionable verb to instruct the audience what to do next. Bold colors and strong contrast indicate what action to take, and in some cases, visual elements like buttons, arrows, or even animations help guide the audience to that specific keyword.

Let’s analyze the contents of a call to action slide through this infographic.

The Visuals

All call-to-action slides ought to include an image. This can be a vector graphics illustration , a photo displaying the desired typical scenario (for example, for an e-commerce brand, the call to action is a computer placed on top of a desktop with the website opened), or a product image.

The visuals must be prominent and in high-quality format—meaning no pixelation and clear-to-understand imagery. In terms of importance inside the slide, they can take up to a third of the layout.

The Container

This is the area where the written call to action is placed. We have to work with a box format (although it can feature organic shapes if the context requires it) where the information is displayed. Gradients are particularly helpful as we create smooth transitions between sections of the container and don’t induce sharp contrast between text, icons, and the container’s background.

Besides the specific verb that incites to take action, we have to include a concise text that gives the call-to-action a context. What’s the reason for that? Picture it this way: you want your call to action to be actionable, regardless of when that’s bound to happen. If attendees of your presentation get a copy of the slide deck , they can share it with colleagues or friends, boosting the reach of your call to action slide. But what if your call to action doesn’t give any context? People who didn’t connect with the presentation or didn’t attend the event may not feel prompted to take action on something they cannot grasp how it will benefit their lives.

To further illustrate this point, let’s imagine this scenario: You deliver a presentation on cybersecurity for large corporations. Your agency exposes the risks of continuing to operate under the same standards and adds a call to action slide at the end of the presentation to encourage stakeholders to hire your services. Which one of the slides is going to work best?

• Scenario A: A computer screen image with a button that says “Hire Us Now.”
• Scenario B: A minimalistzic slide showcasing a picture of a locked computer due to ransomware with a text box that states, “54,000 customer accounts can be leaked at any minute. Protect their assets now” – and a button with the text “Secure Your Data.”

Yes, scenario B is a well-thought case of a call-to-action slide.

Visual Cues

If your slide is cluttered with multiple visual elements, as in webinars, you can use arrows, icons, or eye-catching buttons to highlight the area where the CTA is placed. Use bold colors to contrast with the container’s background, but be mindful of your selected color palette.

You can learn more about the importance of colors in presentations in our color theory for presentations article.

A Clear Directive

The call to action doesn’t have to be lengthy. Your best approach is a clear and direct command that tells the audience exactly what to do. Consider the following list of call-to-action examples to guide you:

• Register Now
• Download Now
• Let’s Connect
• Start Your Free Trial Today!
• Schedule Your Free Demo!

Urgency or Incentive

Sometimes, your message might not be perceived as imperative as you expect. In highly competitive niches, marketers work with taglines that add an extra incentive, inciting a sense of urgency to acquire the product or service. Examples of these are:

• Limited Time Offer
• Only 10 Units Left
• (Timeclock) Minutes Left
• Unlock Premium Features Now

Follow this step-by-step instruction to create your call to action slide, regardless of your presentation’s niche. 

Identify the Objective

The approach you need to take depends on the topic of your presentation. If you aim to sell a product, the call to action slide can invite the audience to try a demo or to become one of the first buyers and receive an exclusive 40% discount.

If, on the other hand, you promote a service, you can invite them to connect, discover customer success stories, or schedule a meeting to discuss a custom-made offer.

Craft a Compelling Message

Your call to action slide must be written in an active language tone to ensure audience engagement . It is important to use strong verbs that connect your message and the value your product or service brings to the potential buyer’s life. For that purpose, you should personalize the message to be directed to the audience attending your presentation on that specific day. How can you do that? Bring in relevant facts that interest your attendees and use recent factual information about your offer.

The CTA has to be concise yet powerful. Font size matters on this behalf, so you need to test the readability from several distance rows or opt for a complementary speech CTA. Technically speaking, use no less than 24pt as font size to write the text for the CTA button and 18pt for the contextual text.

The Emotional Value

Storytelling in presentations is an excellent aid when you need to create a CTA without making the slide look self-promotional. You can articulate the graphics and the presentation’s speech as different chapters of a narrative, where the CTA is the epilogue of your story. This approach requires aligning all the graphics to your narrative, avoiding technical jargon that might distract the audience from your story’s core value, and creating a summary slide that exposes the benefits of taking action now.

General Recommendations for High-Quality CTA Slides

We want to conclude this section with tips from our experience creating effective call-to-action slides. First and foremost, you can only add one CTA per slide. If your presentation has multiple objectives requiring a CTA, something is not working. Less is more, and you dilute the message if you distract the audience with multiple options to choose from.

That being said, the layout for the call to action slide has to be minimalistic. All elements must direct attention to the CTA section, and ample white space is extremely important so the audience focuses on that key point.  This is not an extra slide on your deck. It has to remain consistent with the slide deck’s style regarding color palette, font pairing options, and graphics; otherwise, it feels disconnected. Visual hierarchy principles indicate that the human eye scans content from left to right, top to bottom in the Western culture (languages that are read right to the left invert the horizontal axis but preserve the vertical one). Place your content accordingly, making the CTA the final element that attracts the user. You can test the correct placement of your call to action by checking the slides across different devices.

In this section, you can find our selection of Google Slides and PowerPoint templates that are fit to create call to action slides in just a couple of minutes. Download and customize them for any kind of presentation topic.

1. Corporate CTA Slide Deck

Secure business deals by inviting your clients to reach out in a clean and professional layout. This call to action template for PowerPoint features an array of icons to indicate address, phone number, email, and website.

Use This Template

2. Dropshipping Call-to-Action Slide

For any kind of dropshipping business that seeks to close partnership deals with fellow entrepreneurs, this slide deck contains all the graphical elements to depict your business model and invite to get in touch.

3. Product Presentation Call to Action Slide

Highlight the key features of your product with a creative call to action slide layout. Four different arrangements to tailor your product presentation for maximum sales performance. Check it out!

4. IT Consultancy Call to Action Slide

A slide deck intended for IT agencies delivering services to both clients and corporations. You can craft a compelling presentation describing your team, the services you offer, your expertise, strategy to implement, and summarize it with a carefully designed call to action slide.

5. CTA Slide for Business Presentations

Ideal for company presentations, product sales pitches (as we’ve seen in our example above), and more. Customize the slides of this presentation deck in just minutes.

Creating persuasive CTAs can transform your presentations from informative to persuasive content, even when you don’t feel such a transition is forced. Your audience is inspired to act because of the quality of your presentation, making the CTA slide the final touch to convince them of your expertise on the matter.

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Design Inspiration, Sales, Slides Filed under Design

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Duluth Trading Outlines Fiscal 2024 Financial Goals and Risks

May 30, 2024 — 09:12 am EDT

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The latest update is out from Duluth Holdings ( DLTH ).

Duluth Trading has released an Investor Presentation outlining its financial outlook and strategic growth plans for Fiscal 2024. The presentation, which includes forward-looking statements, projects the company’s net sales, adjusted EBITDA, and diluted EPS, emphasizing their confidence in meeting these goals despite potential risks. These projections are based on current expectations and are subject to uncertainties like inflation, economic shifts, and supply chain disruptions. Duluth Trading’s future performance may differ significantly from these expectations due to a variety of risk factors highlighted in their SEC filings.

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