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Introduction to Mechanical Engineering Design

Published by Winfred Butler Modified over 6 years ago

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Presentation on theme: "Introduction to Mechanical Engineering Design"— Presentation transcript:

Introduction to Mechanical Engineering Design

Finite element method Among the up-to-date methods of stress state analysis, the finite element method (abbreviated as FEM below, or often as FEA for analyses.

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Chapter 1: Introduction. WHAT IS A MACHINE MACHINE : A device for transforming or transfering energy MACHINE : A device for transforming or transfering.

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Sunday, August 09, Mechanical Engineering Systems Design Eng. R. L. Nkumbwa Copperbelt University, 2010 Zambia.

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Chapter 1 The Product Design Process

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Chapter 1 Units and Problem Solving

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Lecture 2 Engineering Design Process & Method. Introduction Design is a multidisciplinary field which integrates the scientific principle, technical information.

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1 ENGINEERING DESIGN AND PRODUCTION. 2 What is design? To create something that has never been. To create something that has never been. To pull together.

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Statics Statics is concerned with the equilibrium of bodies that are at rest or moving with a constant velocity Dynamics is concerned with bodies that.

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BK50A2200 DESIGN METHODOLOGIES AND APPLICATIONS OF MACHINE ELEMENT DESIGN Introduction and contents of the course D.Sc Harri Eskelinen.

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1. Introduction to Design 2. Materials and Processes 3. Load Determination 4. Stress, Strain, and Deflection 5. Static Failure Theories 6.

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1 書名: Essentials of Mechanical Engineering Design, 1/E 作者: Shigey Mischke Budynas 書號: MX0398.

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DESIGN 1 DPT224 TOPIC 2: ENGINEERING DESIGN PROCESS.

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Presenting design concepts: how mechanical engineers can sell slam-dunk ideas

Presenting design concepts isn't the most fun part of a mechanical engineer's job. Learn a few tips to make the process less painful.

presenting_design_concepts

Gary McCormick

September 8, 2015

If you’re like most mechanical engineers, you entered the field because you like solving problems and making things. That’s the fun part of the job. But other aspects of mechanical engineering are necessary to support the designing-cool-stuff part, and although they might not be as interesting, they don’t have to be unpleasant. One such task is presenting design concepts.

Whether you are pitching to VC angels for startup funding or presenting to your company management about an ongoing project, presenting technical information—often to nontechnical people—is an important, and challenging, part of a mechanical engineer’s job. Keeping the following basics in mind can ensure your presentation goes smoothly.

Know your audience

know_your_audience

This is the single most important factor to consider when preparing a design presentation. Any time you present technical information, you have to be aware of your audience’s level of expertise. Presenting to “money people” or management (even engineering managers, who may be years removed from actual design work) usually requires a broader, big-picture type of approach with less technical nitty-gritty. Too much emphasis on technical details with a nontech audience, and they will stop following you and start thinking about their dinner reservations or afternoon tee time.

I recently served on a jury for a case that called a mechanical engineer as a witness to present expert testimony. All his talk of three-axis accelerometers and moment arms was meat on the table to me. And thanks to his communications skills, my fellow jurors, none of whom had a technical education, also followed—and understood—his testimony. He kept the explanations fairly simple, without talking down to his audience, and the results reflected his skill.

But if your audience does comprise other engineers, you can get into the nuts-and-bolts technical issues—the stuff you really like to talk about—without fear of losing their attention.

“When you’re presenting to your peers, you’re looking for suggestions and ideas on ways to improve your design and make it more manufacturable,” says Elise Moss, senior mechanical engineer at Newisys. “If you’re working in the same company, they might be working on similar projects, and they may have parts or assemblies or purchased components that you can cannibalize to make your project easier to manufacture or cheaper to produce. So when you’re presenting to other engineers, the goal is to get ideas to improve your design.”

Know your product

presentation_materials

The types of questions you may have to field during and after a design presentation vary depending upon your audience, so the better you know all aspects of the subject matter, the better-equipped you are to field questions.

Alternative concepts (especially lower-cost alternatives, if your audience includes bottom-line-type management or budget people), materials, manufacturing resources, potential materials suppliers or parts vendors, safety issues, schedules—all are fair game for questions. You might not necessarily include them in your pitch, but have the information in your hip pocket. In-depth knowledge of the concept and preparation based on the makeup of your audience are the best way to be prepared for questions.

What if you are asked a question that you don’t have the answer to, at least not in the moment? As a young engineer, I had to present to the head of a government agency, a man with a reputation for being short-tempered and impatient with waffling engineers. After watching him thoroughly dress-down a coworker for his lack of knowledge, I knew what to do when I couldn’t answer a question on the spot (my mother didn’t raise any fools): I responded that I didn’t have that information at hand, but I would transmit the information at the earliest possible opportunity. My answer satisfied the customer, and I left the podium with my pride intact.

Moral of the story: Take action to get the answer, and get it to the person asking as soon as you can. Hemming and hawing makes you look like you are hiding something, at worst, and, at best, gives the impression that you are not well-prepared for the presentation.

Tailor your presentation materials to the subject

visualization

The most common presentation method is the ubiquitous Microsoft PowerPoint. Slavishly following PowerPoint’s lead usually results in information-sparse, outline-oriented lists that presenters then read to their audiences, a technique derided by premier information specialist Edward Tufte .

A slideshow can be a viable presentation method, but rule No. 1 is: Don’t read your slides . Prepare a narrative, which is your main information source; let the slides present basic points; and then deliver that narrative as the meat of your presentation.

Of course, engineers can usually do better than a slideshow. Utilize 3D graphics, computerized animation, or even 3D-printed prototypes to demonstrate your concepts. Engineers excel at visualization, so when presenting a design concept, put those powers of visualization to work to help those who don’t possess them.

When presenting to his manufacturing clients, Scott Wertel of Wertel Enterprises, LLC, finds that those visualizations are key. “Share a screen, if you can, so it’s live, and you can visualize the model,” he says. “Hide and show things so the client can actually get a viewpoint. The focus is always very much, ‘Your operator is standing here. Visualize the product going through the machine. Visualize what the operator is doing. Here’s why it’s better; here’s why it’s safer; here’s what your throughput is going to be.’ It really helps, too, if I’ve modeled up a mannequin so they can see how the person is standing around the equipment.”

Prepare, practice, present

Not everyone is a natural public speaker, no matter how well you know your subject matter. The best way to combat that fear is to prepare thoroughly and practice your pitch beforehand. Preparation breeds confidence, and there is no substitute for running through your presentation a few times with colleagues or friends.

But that’s not all. If possible, check out the venue and the equipment beforehand to make sure that everything is connected and operating properly. It’s surprising how a little thing like reaching confidently for the switch on the projector as you start your presentation can get you out of the starting blocks smoothly—and how quickly things can run off the rails if you start with technical glitches.

If presenting design concepts is going to be a regular feature of your job, make it a strength . Work at it if it doesn’t come naturally to you. Take a class at the local college, find a chapter of Toastmasters International , whatever it takes to develop that skill. You may be an excellent engineer, but if you cannot communicate the pertinent information about your design to others—especially nontechnical folks—you might as well have a blank sheet of paper.

Gary McCormick

About Gary McCormick

Gary McCormick is that rare thing: a mechanical engineer in Silicon Valley who doesn’t just design the boxes that contain the interesting electronic stuff. Working in the field since 1981, Gary has experience in mechanical engineering design, production, and testing. He has been pursuing a side career as a freelance writer (and disproving the theory that engineers can’t write) since 211.

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Mechanical Engineering Communication Lab

Technical Presentation

Structure diagram, criteria for success.

  • The presentation starts with the motivating problem for the research and why it’s being presented.
  • Every slide shows something relevant to the motivating problem.
  • Every slide shows no more information than necessary to convey the message.
  • Slide titles stand on their own; other text supports the visuals.
  • The audience takes away the presenter’s desired message .

Identify Your Message and Purpose

Identify your message and goals as a presenter and use them to organize your presentation. Your message is what you wish to convey to the audience, and is your primary goal. Other goals could include eliciting feedback, receiving a job offer, etc. Use your goals to structure your presentation, making it easier for the audience to follow your logic and identify important points that support your goals.

For example, if your goal is to communicate a new scientific result, focus on the results and broader implications rather than your methodology. Specific methods should take a back seat (e.g. “I measured key material properties,” rather than “I found the thermal decomposition temperature and profile”). Spend more time focusing on what the result means, and how it can be used.

Alternatively, if your goal is to elicit feedback from colleagues on an experimental apparatus, focus more on the experimental methods. Compare the advantages and disadvantages to alternatives. Explain your assumptions, base models and why your proposed experimental design will give more useful results than other designs would.

In less formal settings such as lab meetings, you can explicitly tell your audience what you’re looking for (e.g., “I’d appreciate feedback on my experimental methods”).

Analyze Your Audience

Understanding your audience is of paramount importance for a successful presentation. Highlight how your goals overlap with what audience cares about, so they receive your message. A well-designed presentation will steer the audience’s attention such that you can lead them to the exact point that you want them to take away.

Different audiences have different goals for attending a presentation, and therefore pay attention to different things. For example, at the same talk, an engineer may be interested in using your result to solve their problem, a scientist in the broader scientific advance, a venture capitalist in its impact as a novel product, and clinician about how your device could improve their patients’ care. The introduction of your presentation should speak to the range of backgrounds and experiences in your audience.

That being said, often an audience consists of people with similar backgrounds and interests. Therefore, identify whether jargon is appropriate for an audience, and to what extent. Consider whether other methods, such as images or analogies, are more appropriate to convey concepts that would otherwise rely on jargon.

Plan Out the Presentation

Presentations are constrained by the fact that they progress linearly in time, unlike a written piece of communication, where the reader may jump forwards and backwards to get at the information they seek. Outline the content of the entire presentation first, then begin to design the slides, rather than jumping straight into them.

Lay out the order in which the content needs to be presented to achieve your goals, such that your message flows from point to point, topic to topic. This order may be very different from the structure of the journal paper you’ve already written.

Start by motivating your work with a problem that everyone cares about. Then develop your message step by step, from the background to the final message, so the logic flows clearly.

In many cases (depending on the audience), it might be most appropriate to reveal your conclusions up-front, so that the audience can tie everything else in the presentation back to supporting those conclusions. For instance, technology-focused program managers or engineering sponsors are likely most interested in your results, which will determine whether they are interested enough to pay attention to your process and justification. By contrast, certain scientific communities appreciate being taken through your scientific process to develop their own conclusions before you present yours.

Because the audience cannot immediately see a presentation’s structure like they can with a paper, it is often a good idea to provide a high-level roadmap of the presentation early on. At key points throughout the presentation, remind them of where they are on the roadmap.

Connect Your Work Back to the Broader Motivation

At the beginning of your talk, develop the broader context for your work and lay out the motivating questions you aim to answer. The audience should understand how your answers have an impact on the broader context, and why a solution was not immediately possible without your work.

At the next level down, when showing data and results, make sure it’s clear what they contribute to answering the motivating questions.

Anticipate Questions

If your audience is following along with your presentation, they’ll likely have questions about why you made certain decisions or didn’t make others. Sometimes, the questions could arise from what you’ve said and presented. Other times, they’ll arise from a listener’s knowledge of the field and the problem that you’re working on.

While you design your presentation, think about what kinds of questions may come up, and identify how you will address them. For less formal talks, you can anticipate interruptions to discuss these questions, whereas for more formal talks you should make sure that none of the questions are so big that they’ll preoccupy your listeners. For big questions, decide if you’ll explicitly address them in your talk. For smaller ones, consider adding back-up slides that address the issue.

Remember – while you know all of the information that is coming up in your talk, the audience probably does not. If they develop a question that doesn’t get addressed clearly, they could get distracted from the rest of the points you make.

You can use questions to create strong transitions: “seed” the listener’s thought process with the questions you’re about to answer in an upcoming slide. If a listener develops a question, and then you answer it immediately after, your message will stick much better!

Each Slide Should Convey a Single Point

Keep your message streamlined—make a single point per slide. This gives you control over the pace and logic of the talk and keeps everyone in the audience on the same page. Do not be afraid of white space—it focuses your audience’s attention.

The slide title should identify where you are on your roadmap and what topic the question the slide is answering. In other words, the audience should know exactly where in the presentation and what the slide answers just from the slide title.

Strong Titles Tell a Message

Strong titles highlight where on the roadmap you are, and hint at what question the slide is answering. Weak titles tend to be vague nouns that could be used across many slides or presentations. A rule of thumb is your title should be a clear, single-line phrase illustrating the importance of the slide.

Note that different mechanical engineering fields have different preferences for titles that are phrases versus full sentences. In general, design, system, or product-focused presentations tend to have short titles that only highlight what the speaker is saying, allowing audiences to focus more on the body of the slide, which is usually a figure. In other fields, a strong title might instead be a full sentence that states a message.

Emphasize Visuals

When a new slide is presented, most people will shift their attention from what you’re saying to the slide. People can often interpret figures and listen, but not read text and listen simultaneously. The more words on the slide, the less control you have over your audience’s attention. If you are reading words off the slide, you’ve lost the audience’s attention completely—they’ll just read the slide too.

Use brief statements and keywords to highlight and support the slide’s individual point. Slides are a visual medium, so use them for figures, equations, and as few words as possible to convey the meaning of the slide.

If you have a block of text on your slide, ask yourself what the takeaway message is, and what is the necessary supporting material (data, analysis). Then, identify how text can be reduced to still support your point clearly. Consider…

  • Replacing text with figures, tables, or lists.
  • Eliminating all but key words and phrases, and speaking the bulk of the text instead.
  • Breaking up the slide into multiple slides with more visuals.

Replace blocks of text with easy-to-read pictures, tables or diagrams.

Left: The original slide provides specific information as text, but makes it easy for both speaker and audience to read directly off the slide, often leading to a distracted audience.

Right: The improved slide conveys the same information with a simple graphic and keywords, conveying the chronology more clearly, and allowing the reader to speak the same information without reading off the slide.

Simplify Figures

The purpose of a figure is to convey a message visually, whether it be supporting evidence or a main point. Your audience usually gives you the benefit of the doubt and assumes that whatever you show in the figure is important for them to understand. If you show too much detail, your audience will get distracted from the important point you want them to gather.

An effective presentation figure is often not one made for a paper. Unlike you scrutinizing your own data or reading an academic paper, your audience doesn’t have a long time to pore over the figure. To maximize its effectiveness, ask yourself what minimum things need to be shown for the figure to make its point. Remove anything that doesn’t illuminate the point to avoid distraction. Simplify data labels, and add emphasis to key parts using colors, arrows, or labels.

Additionally, presentations offer different opportunities than papers do for presenting data. You can use transitions on your slides to sequentially introduce new pieces of information to your slide, such as adding data to a plot, highlighting different parts of an experiment (or equation), or introducing text concepts as bullets.

Simplify data, simplify labels for emphasis.

Top: Academic referees and peers would prefer to see the complete theoretical model and experimental data (top), so they can interpret it for themselves. In addition, in papers, space is limited, while time to digest is not.

Bottom: But in a presentation, simplifying the data makes it easy to focus on the feature of interests for the presentation, or even at that moment (different regions may be highlighted from slide to slide). Slides provide plenty of space, while time is at a premium. [Adapted from Wind-Willassen et al., Phys. Fluids 25, 082002 (2013); doi:10.1063/1.4817612]

Introduce Your Data

Make sure your audience will be able to understand your data before you show it. They should know what the axes will be, what points in the plot generally represents, and what pattern or signal they’re looking for. If you’re showing a figure common to a specific audience, you may not need to explain as much. But if you show the data before the audience knows how to read it, they’ll stop listening to you, and instead scrutinize the figure, hoping that a knitted brow will help them understand.

If you are worried your audience won’t understand your data, one approach is to show sketches of what the data would should like if your hypothesis were true or false. Then show your real data.

For an audience unfamiliar with cyclic battery testing as a way to measure corrosion, first show a slide explaining how the electrical signal would appear without corrosion ( top ) before showing the slide with the actual data ( bottom ). Use parallel design across the explanation and data slides. This way, the audience is introduced to the logic of the experiments and how to draw conclusions from the data, making them more likely to follow and agree with the point made on the second slide. [Adapted from AAE2]

Be Critical of Visual and Textual Jargon

If there are discipline-accepted symbols, for example in fluid or electrical schematics, using them is an effective tool to simplify your visual for people in your field. However, if these may be unknown to a significant portion of your audience, be sure to add a descriptive keyword, label or legend.

Use simple, consistent visual design

A clean set of slides will minimize visual noise, focus the audience’s attention and improve the continuity between what you’re showing and telling. The graphical design is also important for setting the tone and professionalism of the presentation.

  • Are colors related to each other? Do some carry intrinsic meaning (e.g. blue = cold, water, red = hot)?
  • Are you using colors that are well-represented when projected?
  • Are your color choices appropriate for colorblind members of the audience? Can you textures or line/point styles to differentiate data instead?
  • Spread out elements on a slide to use space effectively—don’t be afraid of white space! By limiting the amount of information on a slide, you can control what your audience will focus on at each moment in time.
  • Use your software’s alignment and centering features.
  • When items are grouped as a list, make sure they actually belong under a helpful unifying theme.
  • Make sure all text and figures are legible to the back of the room.

Resources and Annotated Examples

Annotated example 1.

This is a technical presentation given by MechE graduate students for a system design class. 13 MB

Annotated Example 2

This presentation was given by a MechE PhD student during interviews for postdoc positions. 1 MB

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Must-Have Mechanical Engineering PowerPoint Template with Examples and Samples

Must-Have Mechanical Engineering PowerPoint Template with Examples and Samples

Neha Parmar

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The field of innovation and problem-solving relies heavily on mechanical engineering. Every artificial object with moving parts finds use for its concepts and expertise at various stages of conception, design, development, and manufacturing. It is the driving force behind the development, examination, and implementation of the mechanical systems that support our modern society. Mechanical engineers in fields of mass, motion, forces, and energy have originated numerous innovations that influence our future.

This engineering field has the potential to bring precision, efficiency, and sustainability to a wide range of sectors in an ever-evolving technological landscape. These industries include, among others, automotive, aircraft, biotechnology, computing, electronics, microelectromechanical systems, energy conversion, robotics, and manufacturing.

This blog offers carefully designed PowerPoint templates tailored to professionals across various industries. These templates serve the purpose of simplifying the comprehension of cross-functional team structures and project management hierarchies. For instance, an automotive engineer can utilize these templates to visually convey the intricate aspects of system engineering and the comprehensive mechanical design analysis required for advanced automotive technology development.

Click here to access the Engineering Company Profile, which provides comprehensive information.

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Hierarchy of Mechanical Engineering Project Management

Powerful Templates for a Clear Vision

Engineering is a dynamic and important discipline that fosters innovation, resolves challenging issues, and molds the environment in which we live. Engineers are essential to the advancement of humanity, from the wonders of contemporary technology to the infrastructure that underpins our civilizations. Engineering will continue to be at the forefront of developing efficient, innovative, and sustainable solutions for a brighter future as we face ongoing global issues. It is a discipline characterized by ongoing education, adaptability, and a tireless quest for advancement, making it an exciting and essential job for future generations. At SlideTeam, we recognize the need to utilize innovation in this industry. Because of this, we offer thorough PowerPoint templates that can make your mechanical ideas a rousing success. With our templates, you can successfully express your ground-breaking concepts, making it simpler to convince teams and stakeholders of the importance of your inventions. Our template equips mechanical engineers to demonstrate their innovation and advance their projects toward success with a user-friendly and visually appealing design.

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FAQs on Mechanical Engineering

What are the topics in mechanical engineering.

The following topics covered in Mechanical Engineering

  • Mechanics: The basic concepts of forces, motion, and deformation that constitute the basis of mechanical engineering concepts.
  • Thermodynamics: Study of energy transfer and conversion, crucial for designing efficient heating, cooling, and power systems.
  • Materials Science and Engineering: Identifying and choosing materials for mechanical systems that will perform and last as well as possible.
  • Mechanical Design: Creating beneficial, dependable, secure mechanical parts and systems.
  • Manufacturing Processes: Methods for accurately and efficiently producing mechanical parts and products, such as machining and 3D printing.

What is the main goal of mechanical engineering?

Mechanical engineering aims to design, analyze, and produce mechanical systems and devices that enhance machines' and goods' effectiveness, functionality, and safety. It does this by applying the concepts of physics, mathematics, and material science. While taking into account elements like cost, sustainability, and performance, mechanical engineers work to develop novel solutions for challenges that exist in the real world. Through the application of mechanical engineering concepts, the ultimate objective is to progress technology and contribute to the betterment of society.

What are the uses of mechanical engineering?

Mechanical engineering is a multifaceted field with diverse applications across numerous sectors. Key uses of mechanical engineering encompass:

  • Design and Production: Mechanical engineers create various items, including machines, engines, vehicles, and structures.
  • HVAC Systems: These systems guarantee effective heating, ventilation, and air conditioning for cozy and environmentally friendly building environments.
  • Transportation: Mechanical engineers are at the forefront of innovation in the design of cars, planes, trains, ships, and spacecraft.
  • Energy Solutions: They support energy projects, including energy-efficient technology, power generation, and renewable energy systems.
  • Robotics and automation: Mechanical engineers design robots and automated medical and exploration equipment.
  • Biomedical engineering: Medical specialists collaborate in creating medical gadgets, prosthetic limbs, and assistive technology.
  • Research and development: Through research and development, mechanical engineers investigate cutting-edge technologies, materials, and procedures.
  • Consulting and entrepreneurship: Possibilities abound for those with skills in product design, production optimization, and energy efficiency to work as consultants or entrepreneurs.

These applications show the adaptability of mechanical engineering, which has developed in response to societal needs for sustainability and technological advancements.

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217 Best Mechanical-Themed Templates for PowerPoint & Google Slides

With over 6 million presentation templates available for you to choose from, crystalgraphics is the award-winning provider of the world’s largest collection of templates for powerpoint and google slides. so, take your time and look around. you’ll like what you see whether you want 1 great template or an ongoing subscription, we've got affordable purchasing options and 24/7 download access to fit your needs. thanks to our unbeatable combination of quality, selection and unique customization options, crystalgraphics is the company you can count on for your presentation enhancement needs. just ask any of our thousands of satisfied customers from virtually every leading company around the world. they love our products. we think you will, too" id="category_description">crystalgraphics creates templates designed to make even average presentations look incredible. below you’ll see thumbnail sized previews of the title slides of a few of our 217 best mechanical templates for powerpoint and google slides. the text you’ll see in in those slides is just example text. the mechanical-related image or video you’ll see in the background of each title slide is designed to help you set the stage for your mechanical-related topics and it is included with that template. in addition to the title slides, each of our templates comes with 17 additional slide layouts that you can use to create an unlimited number of presentation slides with your own added text and images. and every template is available in both widescreen and standard formats. with over 6 million presentation templates available for you to choose from, crystalgraphics is the award-winning provider of the world’s largest collection of templates for powerpoint and google slides. so, take your time and look around. you’ll like what you see whether you want 1 great template or an ongoing subscription, we've got affordable purchasing options and 24/7 download access to fit your needs. thanks to our unbeatable combination of quality, selection and unique customization options, crystalgraphics is the company you can count on for your presentation enhancement needs. just ask any of our thousands of satisfied customers from virtually every leading company around the world. they love our products. we think you will, too.

Widescreen (16:9) Presentation Templates. Change size...

 Presentation with mechanical - 3D human characters holding mechanical tools and engineering theme in background

3D human characters holding mechanical tools and engineering theme in background

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Working tools wrench, gears, bearings, bolts, screws, mechanical gear on red background

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Different mechanical tools and a yellow large engineering cap

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Mechanical gear displayed in a mechanism on blue background

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Four 3D golden figures working in team to make mechanical gear work

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Mechanical engineering theme with three different sized bearings, measuring tool and pencils on engineering design background

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White 3D figure holding golden and silver gear in hands as a shield on mechanical gear golden and black background

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Red and blue mechanical gears on world map, industry, manufacturing

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Mechanical Engineering Design

Oct 22, 2014

630 likes | 1.2k Views

Mechanical Engineering Design. Group # 2 September 7, 2005 Weston Dooley General Design, Design Elements Robert Todd Miner Functional Design, Material Design, Visual Design Zachariah Ratzlaff Industrial Design, Design Process, Benchmarking Moises Narvaez Engineered Products.

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Mechanical Engineering Design Group # 2 September 7, 2005 Weston Dooley General Design, Design Elements Robert Todd Miner Functional Design, Material Design, Visual Design Zachariah Ratzlaff Industrial Design, Design Process, Benchmarking Moises Narvaez Engineered Products

General Design History Aristotle’s 4 Causes That Give Rise To Existence.

Defining Design • Very hard to create a clear meaning of design • Approximately 8 different definitions listed in our textbook on page 51 • Order & Organization is common to all of these definitions • “Design is the conscious, human process of planning physical things that display a new form in response to some predetermined need”

Guiding Design • A well designed product will not only function properly, but will also look good and be very durable • Three Requirements: Functional, Material, Visual

Guiding Design Functional • Most important of the 3 guiding design principles • Bad Examples: Tools that fail to perform and chairs that are not comfortable • Good Examples: Punch type can-openers and hacksaws

Guiding Design Punch Type Can Opener Example • Functionality: • Cuts Safe opening in top of can • Effective, Reliable, and Simple to use • 2 tools in one: bottle top opener opposite can opener • Manufacturability: • Simple two-step shearing and bending

Guiding Design Material • A good choice of materials will: reduce weight, maintain structural integrity, and will be aesthetically pleasing. • Too many materials of contrasting form make an object appear “busy”

Guiding Design Visual Requirements • Most difficult of the 3 guiding design principles to fulfill • The following sum up the context of visual requirements: Proper Balance, Correct Proportion, Compatible Colors & Textures, Structure

Design Elements There are four basic elements of design: • Lines • Planes • Forms • Surface Qualities

Design Elements Lines An expression of continuity between 2 points • When lines are properly spaced and joined they create surfaces • Lines are significant in directing attention and determining form • Lines convey feelings and determine basic shapes • Outlines, contours, shapes, openings, appointments and plane openings are all established by lines.

Design Elements Form • Three-Dimensional constructions comprised of combinations of lines and planes

Design Elements Surface Qualities • Faces of planes and solids can be enhanced, embellished, or modified by coloring or texturing. • Value = The ability of a surface to reflect the light striking it • Certain combinations of color and texture can change the apparent shape and size • Texture can alter the relative quality of something • Individual Reactions to colors

Design Elements Unity and Variety • Must be enough similarity to show unity, but there must also be enough variety to display interest Rhythm • Flow or movement of the viewing eye by the repetition of either similar or varying elements. • Product Safety & Convenience issues

Design Elements Balance & Proportion • The quality of equilibrium achieved and sustained through the proper proportioning of the parts of any whole • The Greeks “Golden Section”

Design Guidelines • Functional Requirements • Material Requirements • Visual and Aesthetic Requirements

Functional Requirements: • A product must fit the purpose which it is needed or intended for • An example of a functional product would be a C-clamp or a hammer these are simple objects but functionally they work great. • They are easy to manufacture, inexpensive, easy to use, durable. Important to keep in mind when considering functionality • Never let aesthetics interfere with functionality • Form follows function

Questions to ask oneself when considering functionality • What is it to be used for? • Where is it to be used? • How is it to be used? • Who will be using it? These questions must be considered when designing a product.

Material Requirements: • The project or product should reflect a simple direct and practical use of the substance it is made of. • The designer should achieve maximum benefit from a minimum amount of judiciously selected materials • Materials should be used for there own intrinsic properties • Knowing the particular functions and applying proper analysis will lead to logical material choices. • There are a variety of materials out there, there is wood, plastics, metals, ceramics, composites and many more so choosing the right material for the job can be a difficult task. • Considering the materials properties should be one of the first steps to making a decision about what material should be used.

Material Properties: • Physical Properties- Melting Point, density, porosity and surface texture. • Chemical Properties- resistance to corrosion and dissolution. • Thermal Properties- measures of the effects of temperature on materials • Electrical Properties- conductivity, resistance • Acoustical Properties- reaction to sound, frequency, resonance • Optical Properties- reactions to different types of light • Mechanical properties- Indicators of strength, durability, (ex: Tension is a force that tends to stretch, compression applies pressure, torsion is a twisting force, shear force fractures a material)

Metals: • Two basic classifications; ferrous and non-ferrous • Ferrous: Metal comprised primarily of iron • Non-ferrous: Metals that contain little or no iron • Most metals used are alloys which are metals combined with other metals and chemicals. Iron: A ferrous metal that is soft and ductile and has good corrosive resistance so it is used in pipes, fire hydrants etc. Steel: Carbon and other elements are added to iron in order to make steel. Steel is strong durable malleable ductile corrosion resistant. Steel is extremely versatile and is used in many applications the most important being structural I beams.

Copper: One of the oldest metal known still used in a variety of industrial and mechanical products. Soft metal; it has high thermal and electrical conductivity which makes it great for communications and for wiring in houses. Alloys: There are many alloys out there with there own intrinsic properties they are usually stronger, lighter, ductile and are very commonly used.

Plastics: • Synthetic materials they are made from a variety of materials • Plastics can be machined, cast, molded and worked in a variety of ways • Plastics are strong colorful, corrosion resistant odorless lightweight and convenient to use. • Two basic groups of plastics: Thermoplastic (thermoplasts) and Thermosetting all plastics fall into one of these two groups

Composites: • Another material used in many modern applications are composites. • There are a variety of composites that exist out there. • They are used in cars, airplanes, spaceships and a variety of common objects • Composites influenced by the types of fibers, type of matrix, the process used.

Wood: • Wood is used in construction and has been a crafting material for centuries • There are a variety of woods that one can choose from depending on the application the look. • There are Hardwoods such as Oak, Hickory, Maple, Ash, Birch • There are Softwoods such as White pine Cedar and Douglas fir

Visual Requirements: • Visual correctness Five Guidelines to Visual Requirements • Proper Balance • Correct Proportion • Compatible Colors • Texture • Structure Visual requirements are the hardest to control since everyone has a different interpretation of what is visually pleasing.

Summary: • There are certain requirements when designing to consider which are functionality, materials and aesthetics. • Functionality- Form follows function, design for the needs and use of the object • Materials- There are a lot of materials out there that can do the job but are the right ones, consider the materials intrinsic properties and how it will be used • Visual/Aesthetic- keep in mind the five guidelines to visual requirements try to keep in mind the visual element of the product when designing it for functionality

Industrial Design • “Art in Industry” • Optimizing function, value, and appearance of products • Industrial Designers are especially capable of working with the visual aspects of a design problem

The Process of Design

Design Brief • Typically this is the stage where you make a statement of intent. • Define what you want to do.

Product Design Specifications The PDS is the guide for the design team and should contain all important information. • Defines the problem in detail with possible solutions. • Competition based research and analysis.

PDS Things to consider • Function • Appearance • Materials • Construction • Safety

Conceptual Design • Concept Generation • Concept Evaluation

Conceptual Design Concept Generation • Develop a number of different possible solutions based on the requirements in the PDS. • Sketch ideas. • Focus on key components and their relations. • Keep the rest of the process in mind.

Conceptual Design Concept Evaluation • Analyze all the concepts for strengths and weaknesses. • Consider cost and feasibility. • Consider the design that best fulfils the need defined in the PDS. • Select the design that is most suitable to develop further.

Detailed Design • Beginning stage of development for chosen design. • Details are defined including dimensions, materials, and all other specifications needed to make a prototype. • Work with manufacturing to ensure that designs are able to be built.

Prototyping and Testing • Does the design actually work? • Does it meet the requirements of the design brief? • Would other modifications make the design a better solution to the problem.

Production and Sales or Design Implementation • If the design is successful then the marketplace saw it as a good solution to the problem. • The ultimate goal of the design process.

Benchmarking • One process of searching out and studying the best practices that produce superior performance.

Benchmarking Internal Benchmarking • Established within the same organization. External Benchmarking • Looking outside of the organization at another organization that produces the same service or product. Functional benchmarking • Reference to a similar function or process in another industry.

Engineering Design: • Process by which a need is transformed into an actuality. Achieving this actuality may involve some or all the disciplines of engineering. • The design process may be accomplished individually or in groups, according to the complexity of the need to be satisfied and its constraints. • The something created may be a machine, a chemical, an electronic circuit, a process, or any other thing that is designed to satisfy a need.

Design Guidelines: In the act of designing, primary considerations must be given to the users needs. The needs to be satisfied provide the guidelines and constraints for the design. *Functional requirements: A product must satisfy the need or purpose for which it was created. *Material Requirements: The project or product should use the substance of which it is made in a simple and practical manner. The structure should be as strong as necessary, without any waste of materials.

To accomplish this, the designer must consider the following Design Factors: 1 Strength 12 Processing 2 Reliability 13 Control 3 Thermal considerations 14 Maintenance 4 Corrosion 15 Size 5 Wear 16 Noise 6 Friction 17 Styling 7 Flexibility 18 Utility 8 Stiffness 19 Surface finish 9 Cost 20 Lubrication 10 Safety 21 Shape 11 Weight 22 Volume

Failure to consider the above mentioned Designing Factors can lead to a failure of the project or product. In some cases this can lead to great economic loss and/or the loss of lives. On November 7, 1940, the first Tacoma Narrows suspension bridge collapsed due to wind-induced vibrations. Situated on the Tacoma Narrows in Puget Sound, near the city of Tacoma, Washington, the bridge had only been open for traffic a few months.

Strength of Material • Strength is a static property of the material, and depends upon the treatment and processing of the material. • The type of material to be use in the production of each part of a system or product, should be based on tension, compression, torsion, shear, stress, and thermal analyses, and on the mathematical models performed during the design process.

Things to consider • The public today requires faster, cleaner, safer and quieter machines (products) at very low prices. • The cost of production is a very important factor when it comes to designing a product or project. • At the same time, design engineers must follow the safety standards and design constraints when it comes to deciding what materials and the production process to use in the project.

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Mechanical Engineering Design. : Contents. Preface ……………………………………4 What is a gearbox?………………………5 Project description………………………..7 Bulky characteristics of gearbox………..8 Gear design……………………………….9 Shaft design………………………………34 Deflection consideration…………………37 Bearing selection…………………………41

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ME 3180 - Mechanical Engineering Design

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Electrical Engineering Company Brochure Design - Brochure Design For Mechanical Engineering

Electrical Engineering Company Brochure Design - Brochure Design For Mechanical Engineering

Looking For Electrical Brochure Design Services? We Provide Engineering Company Brochure, Computer Engineering Brochure And Brochure Design For Mechanical Engineering At Affordable Rates. For More Details : https://www.sprakdesign.com/electrical-brochure-design/

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Mechanical engineering design courses to consider after engineering

Mechanical engineering design courses to consider after engineering

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Home Collections Industry Engineering Mechanical Engineering Powerpoint

Free - Mechanical Engineering PowerPoint Template and Google Slides

Free - Mechanical Engineering PowerPoint Template and Google Slides

The Best Mechanical Engineering Template Design 

Are you interested in manufacturing things? Then this mechanical engineering PowerPoint is the best one for you to pursue your dream come true. You use this well-designed template tale create an informative presentation on mechanics. A template can play an essential role in delivering your data to your audiences in a well-set manner. The creative engineering icons are the cup of cakes in this template. 

All engineering college teachers can use this creative mechanical engineering PowerPoint template to introduce the main topic to their students. It is a pre-designed template with customizing features. In addition, these features can help you improve your presentation skills. Download this engineering template now and create an exciting presentation.

Features of this template:

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Mechanical Gears Theme

Mechanical gears theme presentation, premium google slides theme and powerpoint template.

Step into a world of engineering wonder with this template! Simple yet captivating, the design features stunning illustrations of mechanical gears that will transport you to a world of innovation and precision. Whether you’re creating a presentation on mechanical engineering or simply want to add a touch of industrial flair to your work, this theme is perfect! Dive into the world of mechanical gears and get ready to prepare your engineering presentation!

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Sales Meeting

Sales meeting presentation, free google slides theme and powerpoint template.

Be more than prepared for your next sales meeting by editing beforehand this new template. With a palette composed of white, gray and blue, several photos showing everyday situations at your typical office and easy-to-edit layouts, all of you wil be able to interpret data and make the best decisions.

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20+ Best Sales PowerPoint Templates (Sales PPT Pitches)

Learning to craft successful and better-looking sales presentations is one of the key skills you should master as a marketer or sales rep.

In this digital era, being able to deliver great presentations is not enough. You also need to be able to design attractive and beautiful slides that engage with your audience while adding more context to your speech.

The good news is that you don’t have to be a designer or take courses to design such effective PowerPoint presentations. All you need is the right PowerPoint template.

In this post, we bring you a collection of PowerPoint sales presentation templates to help you find the right designs for your sales plan, proposal, and pitch slide decks. Be sure to save these templates for future events and meetings.

How Does Unlimited PowerPoint Templates Sound?

Download thousands of PowerPoint templates, and many other design elements, with a monthly Envato Elements membership. It starts at $16 per month, and gives you unlimited access to a growing library of over 2,000,000 presentation templates, fonts, photos, graphics, and more.

Pitch Deck Templates

Pitch Deck Templates

Startup pitch deck.

Pitch PowerPoint

Pitch PowerPoint

BeMind Minimal Template

BeMind Minimal Template

Explore PowerPoint Templates

Business Sales PowerPoint Presentation Template

Business Sales PowerPoint Presentation Template

Sales presentations don’t always have to be all stats and data, they can be beautiful too. This PowerPoint template allows you to design more effective slideshows with modern layouts with creative animations. There are more than 50 unique slide designs included in this template. You can easily edit and customize them to your preference.

Sales Strategy Powerpoint Template

Sales Strategy Infographic Powerpoint Template

If you want to make your sales strategy presentations more effective, you should consider creating a slideshow with more visual elements. This PowerPoint template will help you get that job done. It includes 30 unique slides you can use to present your sales plan and strategy in a step-by-step approach.

Sales Pitch PowerPoint Template

Sales Pitch PowerPoint Template

A great pitch deck goes a long way to make sure your sales pitch stays on point. It will also help convince your audience of your skills and knowledge on the topic. Be sure to use this PowerPoint template to design such a killer slide deck for your sales pitch presentations. It includes 20 master slide layouts with fully customizable layouts.

Marketing & Sales Strategy PowerPoint Template

Marketing & Sales Strategy PowerPoint Template

There are many different types of charts, graphs, and infographics you need to use in your sales presentations to visualize data and key points. This PowerPoint template includes 30 unique slides you can use to add some of the most popular charts and graphs to your presentations. There are slides for sales cycles, planning, strategy model, B2C and B2B strategy plans, and much more.

B2B Marketing and Sales PowerPoint Template

B2B Marketing and Sales Powerpoint Template

Whether you’re working on a smart strategy for your B2B marketing approach or creating a master plan to beat your competitors, this B2B marketing PowerPoint template will help you create the best presentation to showcase your plan. It includes a total of 60 slide layouts that can be used to create both marketing and sales presentations.

Sales Meeting – Free PowerPoint Template

Sales Meeting - Free PowerPoint Template

This is a free PowerPoint template that comes with a set of slides you can create professional slide decks for sales meetings. It features 30 unique slides with modern designs and fully customizable layouts.

Free Sales Planning Process PowerPoint Template

Free Sales Planning Process PowerPoint Template

With this free PowerPoint template, you can create visual presentations for your sales process presentations. There are 35 different slides included in this template that you can edit and customize to change colors, fonts, and images.

Sales – Marketing PowerPoint Presentation

Sales - Marketing PowerPoint Presentation

This professional PowerPoint sales presentation template uses a beautiful color scheme to create a consistent look across all its slides. The template lets you choose from 40 different slide designs to create slideshows for all kinds of sales and marketing presentations. The template includes master slides as well.

Sales Funnel PowerPoint Template

Sales and Digital Funnel PowerPoint Templates

Sales funnels are an important part of creating an effective sales strategy. With this PowerPoint template, you can create a presentation to showcase your plan for sales funnels with lots of visual elements. There are 20 unique master slide layouts included in this template that feature important charts, graphs, and infographics for sales funnel presentations.

Sales Proposal PowerPoint Template

Sales Proposal PowerPoint Template

With this PowerPoint presentation, you can create professional slideshows for presenting your sales proposals. The template comes with some of the most important slides for sales slide decks, including slides for showcasing your marketing plan and business strategy. Each slide comes in 5 pre-made color schemes as well.

Anasalez – Sales Analysis PowerPoint Presentation

Anasalez – Sales Analysis Powerpoint Presentation

You can make a complete visual analysis of your sales process or plans using this useful PowerPoint template. It comes with more than 50 unique slides that are designed specifically for sales presentations. Each slide is available in both light and dark color themes as well as 10 pre-made color schemes.

Sales and Digital Funnel PowerPoint Templates

This professional PowerPoint template allows you to create more effective slides for showcasing your sales funnels. There are 20 different styles of sales funnel designs included in this template. Each slide can be customized to your preference to change colors, fonts, and images.

Free Creative Sales Strategy Presentation Template

Free Creative Sales Strategy Presentation Template

Another free PowerPoint template for creating sales strategy presentations. This template has over 30 unique slides with very creative designs. It features colorful shapes, illustrations, and graphs as well.

Free Sales Process PowerPoint Infographic Slides

Free Sales Process PowerPoint Infographic Slides

Grab this free PowerPoint template to design effective presentations for outlining your sales process. It includes 32 unique slides with many different styles of sales infographic designs.

Dashi – Sales Report PowerPoint Presentation

Dashi Sales – Sales Report PowerPoint Presentation

Dashi is a PowerPoint template made just for professional marketers. You can use it to design visual and beautiful slideshows for presenting your sales dashboards and reports. The template has 10 slides featuring more than 30 character positions, over 2000 vector icons, and 30 business concepts. Each slide is available in light and dark color themes as well as 30 pre-made color schemes.

Sales Pitch Presentation PowerPoint Template

Sales Pitch Presentation Powerpoint Template

This is a multipurpose PowerPoint template for making all kinds of pitch proposals. Whether it’s a sales pitch, marketing pitch, or even startup pitch decks, this template can handle them all. There are more than 120 unique slides in this template with 6 different color schemes to choose from, making it a total of over 800 slides.

Sales Playbook PowerPoint Template

Sales Playbook Powerpoint Template

Creating an attractive slideshow for your sales and marketing campaigns will get much easier when you have this PowerPoint template at your side. It features over 35 unique slide layouts with professional designs. Everything in each slide design, including the colors, fonts, shapes, and images are fully customizable as well.

Sales Process PowerPoint Presentation Template

Sales Process PowerPoint Presentation Template

Use this PowerPoint template to create slides with visual diagrams and graphs for presenting your sales process in a professional way. There are 40 unique slides in this template with useful sales process designs. Each slide is available in 10 different pre-made color schemes, which makes it a total of 400 slides to choose from.

Kanigara – Marketing & Sales PowerPoint Template

Kanigara - Marketing & Sales Powerpoint Template

Kanigara is another multipurpose PowerPoint template that comes with modern and stylish slides for making all kinds of sales presentations. The template features over 40 slides with beautiful layouts. There are lots of creative graphs, charts, and graphics included in this presentation.

Felicia – Free Sales Presentation PowerPoint Template

Felicia - Free Sales Presentation PowerPoint Template

This PowerPoint template comes with lots of colorful and creative slide designs for making sales presentations that will surely leave your mark. It includes more than 20 unique slides. And it comes in both PowerPoint and Google Slides versions.

Ardall – Free Sales Presentation Template

Ardall - Free Sales Presentation Template

Ardall is another free PowerPoint template that’s also available in Google Slides format. This template features a set of modern and professional slides for making sales and marketing presentations. There are 20 slide layouts included in the template.

B2B and B2C Digital Marketing & Sales Presentation

B2B and B2C Digital Marketing & Sales Presentation

This PowerPoint template works perfectly for creating presentations for both B2B and B2C marketing slideshows. The template includes over 35 unique slides and you can choose from 5 pre-made color schemes as well. The slides are easily customizable to your preference.

Real Estate Marketing & Sales PowerPoint Template

Real Estate Marketing & Sales PowerPoint Template

If you’re working on a marketing presentation for a real estate agency, this PowerPoint template will come in handy. It includes 50 unique slides that are designed with property and real estate marketing presentations in mind. They are available in 7 different color schemes.

3D Stairs Diagram for Sales Process Presentation

3D Stairs Diagram for Sales Process Presentation

The stairs diagram is commonly used in marketing and sales presentations to showcase various stats and reports. This PowerPoint template will help you add such diagrams to your presentations with ease. It includes 6 unique slides with 3D-like stair diagram designs.

Ozone – Sales & Marketing Portrait PowerPoint Template

Ozone Sales & Marketing Portrait PowerPoint Template

Ozone is a creative PowerPoint template that comes in portrait-style slide designs. There are 50 unique slides included in the template with over 60 master slide layouts to choose from. It features transition animations and infographics as well.

For more great presentation templates, check out our best professional PowerPoint templates collection.

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

Meredith Hart

Published: August 17, 2022

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

sales rep uses sales deck during presentation with prospects

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

Download Now: How to Perfect Your Sales Pitch

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

What is a sales deck?

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

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

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

sales meet presentation powerpoint

10 Free PowerPoint Templates

Download ten free PowerPoint templates for a better presentation.

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You're all set!

Click this link to access this resource at any time.

Sales Deck vs Pitch Deck

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

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

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

Sales Deck Examples

  • UpstartWorks
  • Attention Media
  • Leadgeeks.io

1. Leadnomics Sales Deck by Katya Kovalenko

sales deck examples: leadnomics

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

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

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

2. UpstartWorks Sales Deck by BrightCarbon

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

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

3. QS Sales Deck by BrightCarbon

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

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

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

4. Attention Media Sales Deck by Slides

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

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

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

5. Freshworks Sales Deck by BrightCarbon

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

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

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

6. Soraa Sales Deck by BrightCarbon

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

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

7. Planetly Sales Deck by OCHI Design

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

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

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

8. MEOM Sales Deck by Katya Kovalenko

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

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

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

9. Leadgeeks.io Sales Deck by Paweł Mikołajek

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

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

10. Accern Sales Deck by Katya Kovalenko

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

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

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

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

sales meet presentation powerpoint

Download Now: Free Elevator Pitch Templates

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

  • 4 Fundraising Pitch Templates
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Example Sales Presentation

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

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

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

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

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

2. Node Influencer App

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

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

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

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

4. Algoplanner

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

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

Sales Deck Presentation Tips

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

1. Lead with solutions.

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

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

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

2. Incorporate case studies.

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

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

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

3. Ask for feedback throughout.

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

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

4. Welcome interruptions.

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

Any interruption is the perfect opportunity to find out. Whenever a prospect interrupts you – either with a verbal remark or subtle shift in their facial expression or posture – stop immediately.

Acknowledge the interruption, and welcome the opportunity to explore it with the prospect. Never ignore signals just to stay on a roll and conclude your point. Invite prospects to ask their questions or share their concerns.

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

5. Wrap it up quickly.

Your presentation should be ASAP: as short as possible.

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

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

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

Sales Deck Template

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

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

sales presentation template by HubSpot

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

How to find a sales deck template.

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

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

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

Get Inspired With These Sales Presentations

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

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

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

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.

the psychology behind a sales presentation

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.

sales presentation

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

sales presentation

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:

sales presentation

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.

sales presentation

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.”

sales presentation

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

sales presentation

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:

sales presentation example

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.

commonthread

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:

red

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:

canvaimage

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.

sales presentation pitfalls

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

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Ratings and Reviews

by Delmer Black

March 27, 2021

by Thomas Hill

March 26, 2021

Google Reviews

Next-gen B2B sales: How three game changers grabbed the opportunity

Driven by digitalized operating models, B2B sales have seen sweeping changes over the recent period amid rising customer demand for more seamless and transparent services. 1 “ The multiplier effect: How B2B winners grow ,” McKinsey, April 13, 2023. However, many industrial companies are failing to keep pace with their more commercially focused peers and, as a result, are becoming less competitive in terms of performance and customer services.

The most successful B2B players employ five key tactics to sharpen their sales capabilities: omnichannel sales teams; advanced sales technology and automation; data analytics and hyperpersonalization; tailored strategies on third-party marketplaces; and e-commerce excellence across the full marketing and sales funnel. 2 “ The multiplier effect: How B2B winners grow ,” McKinsey, April 13, 2023.

Companies using all of these tactics are twice as likely to see more than 10 percent market share growth than companies focusing on just one. 3 “ The multiplier effect: How B2B winners grow ,” McKinsey, April 13, 2023. However, implementation is not as simple, requiring a strategic vision, a full commitment, and the right capabilities to drive change throughout the organization. Various leading European industrial companies—part of McKinsey’s Industrial Gamechangers on Go-to-Market disruption in Europe—have achieved success by implementing the first three of these five sales tactics.

Omnichannel sales teams

The clearest rationale for accelerating the transition to omnichannel go-to-market is that industry players demand it. In 2017, only about 20 percent of industrial companies said they preferred digital interactions and purchases. 4 Global B2B Pulse Survey, McKinsey, April 30, 2023. Currently, that proportion is around 67 percent. In 2016, B2B companies had an average of five distinct channels; by 2021, that figure had risen to ten (Exhibit 1).

Excelling in omnichannel means enabling customers to move easily between channels without losing context or needing to repeat information. Companies that achieve these service levels report increased customer satisfaction and loyalty, faster growth rates, lower costs, and easier tracking and analysis of customer data. Across most of these metrics, the contrast with analogue approaches is striking. For example, B2B companies that successfully embed omnichannel show EBIT growth of 13.5 percent, compared to the 1.8 percent achieved by less digitally enabled peers. Next to purely digital channels, inside sales and hybrid sales are the most important channels to deliver an omnichannel experience.

Differentiating inside versus hybrid sales

Best-in-class B2B sellers have achieved up to 20 percent revenue gains by redefining go-to-market through inside and hybrid sales. The inside sales model cannot be defined as customer service, nor is it a call center or a sales support role—rather, it is a customer facing, quota bearing, remote sales function. It relies on qualified account managers and leverages data analytics and digital solutions to optimize sales strategy and outreach through a range of channels (Exhibit 2).

The adoption of inside sales is often an advantageous move, especially in terms of productivity. In fact, inside sales reps can typically cover four times the prospects at 50 percent of the cost of a traditional field rep, allowing the team to serve many customers without sacrificing quality of service. 5 McKinsey analysis. Top performing B2B companies are 50 percent more likely to leverage inside sales.

Up to 80 percent of a company’s accounts—often smaller and medium-sized customers, accounting for about half of revenues—can be covered by inside sales teams. 6 Industry expert interviews; McKinsey analysis. The remaining 20 percent often require in-person interactions, triggering the need for hybrid sales. This pertains to highly attractive leads as well.

Hybrid sales is an innovative model combining inside sales with traditional in-person interactions. Some 85 percent of companies expect hybrid sales will be the most common job role within three years. 7 Global B2B Pulse Survey, McKinsey, December 2022. Hybrid is often optimal for bigger accounts, as it is flexible in utilizing a combination of channels, serving customers where they prefer to buy. It is scalable, thanks to the use of remote and online sales, and it is effective because of the multiplier effect of numerous potential interactions. Of companies that grew more than 10 percent in 2022, 57 percent had adopted a hybrid sales model. 8 Global B2B Pulse, April 2023.

How an industrial automation solution player implemented game-changing inside sales

In 2019, amid soaring digital demand, a global leader in industrial digital and automation solutions saw an opportunity to deliver a cutting-edge approach to sales engagement.

As a starting point, the company took time to clearly define the focus and role of the inside sales team, based on product range, customer needs, and touchpoints. For simple products, where limited customer interaction was required, inside sales was the preferred go-to-market model. For more complex products that still did not require many physical touchpoints, the company paired inside sales teams with technical sales people, and the inside sales group supported fields reps. Where product complexity was high and customers preferred many touch points, the inside sales team adopted an orchestration role, bringing technical functions and field sales together (Exhibit 3).

The company laid the foundations in four key areas. First, it took time to sketch out the model, as well as to set targets and ensure the team was on board. As in any change program, there was some early resistance. The antidote was to hire external talent to help shape the program and highlight the benefits. To foster buy-in, the company also spent time creating visualizations. Once the team was up and running, early signs of success created a snowball effect, fostering enthusiasm among both inside sales teams and field reps.

Second, the company adopted a mantra: inside sales should not—and could not—be cost saving from day one. Instead, a significant part of the budget was allocated to build a tech stack and implement the tools to manage client relationships. One of the company’s leaders said, “As inside sales is all about using tech to obtain better outcomes, this was a vital step.”

The third foundational element was talent. The company realized that inside sales is not easy and is not for everyone—so finding the right people was imperative. As a result, it put in place a career development plan and recognized that many inside sales reps would see the job as a stepping stone in their careers. Demonstrating this understanding provided a great source of motivation for employees.

Finally, finding the right mix of incentives was key. The company chose a system based on compensation and KPI leading and lagging indicators. Individual incentives were a function of whether individuals were more involved with closing deals or supporting others, so a mix of KPIs was employed. The result was a more motivated salesforce and productive cooperation across the organization.

Advanced sales technology and automation

Automation is a key area of advanced sales technology, as it is critical to optimizing non-value adding activities that currently account for about two-thirds of sales teams’ time. More than 30 percent of sales tasks and processes are estimated to be partially automatable, from sales planning through lead management, quotation, order management, and post-sales activities. Indeed, automation leaders not only boost revenues and reduce cost to serve—both by as much as 20 percent—but also foster customer and employee satisfaction. (Exhibit 4). Not surprisingly, nine out of ten industrial companies have embarked on go-to-market automation journeys. Still, only a third say the effort has achieved the anticipated impact. 9 McKinsey analysis.

Leading companies have shown that effective automation focuses on four areas:

  • Lead management: Advanced analytics helps teams prioritize leads, while AI-powered chatbots contact prospective customers via text or email and schedule follow-up calls at promising times—for example, at the beginning or end of the working day.
  • Contract drafting: AI tools automate responses to request for proposal (RFP) inquiries, based on a predefined content set.
  • Invoice generation: Companies use robotic process automation to process and generate invoices, as well as update databases.
  • Sales commission planning: Machine learning algorithms provide structural support, for example, to optimize sales commission forecasting, leading up to a 50 percent decline in time spent on compensation planning.

How GEA seized the automation opportunity

GEA is one of the world’s most advanced suppliers of processing machinery for food, beverages, and pharmaceuticals. To provide customers with tailored quotes and services, the company launched a dedicated configure, price, quote (CPQ) system. The aim of the system was to enable automated quote creation that would free up frontline sales teams to operate independently from their back office colleagues. This, in turn, would boost customer interaction and take customer care to the next level.

The work began with a bottom-up review of the company’s configuration protocols, ensuring there was sufficient standardization for the new system to operate effectively. GEA also needed to ensure price consistency—especially important during the recent supply chain volatility. For quotations, the right template with the correct conditions and legal terms needed to be created, a change that eventually allowed the company to cut its quotation times by about 50 percent, as well as boost cross-selling activities.

The company combined the tools with a guided selling approach, in which sales teams focused on the customers’ goals. The teams then leveraged the tools to find the most appropriate product and pricing, leading to a quote that could be enhanced with add-ons, such as service agreements or digital offerings. Once the quote was sent and agreed upon, the data automatically would be transferred from customer relationship management to enterprise resource planning to create the order. In this way, duplication was completely eliminated. The company found that the sales teams welcomed the new approach, as it reduced the time to quote (Exhibit 5).

Data analytics and hyperpersonalization

Data are vital enablers of any go-to-market transformation, informing KPIs and decision making across operations and the customer journey. Key application areas include:

  • lead acquisition, including identification and prioritization
  • share of wallet development, including upselling and cross-selling, assortment optimization, and microsegmentation
  • pricing optimization, including market driven and tailored pricing, deal scoring, and contract optimization
  • churn prediction and prevention
  • sales effectiveness, so that sales rep time allocations (both in-person and virtual) are optimized, while training time is reduced

How Hilti uses machine data to drive sales

Hilti is a globally leading provider of power tools, services, and software to the construction industry. The company wanted to understand its customers better and forge closer relationships with them. Its Nuron battery platform, which harvests usage data from tools to transform the customer experience and create customer-specific insights, provided the solution.

One in three of Hilti’s frontline staff is in daily contact with the company’s customers, offering advice and support to ensure the best and most efficient use of equipment. The company broke new ground with its intelligent battery charging platform. As tool batteries are recharged, they transfer data to the platform and then to the Hilti cloud, where the data are analyzed to produce actionable insights on usage, pricing, add-ons, consumables, and maintenance. The system will be able to analyze at least 58 million data points every day.

Armed with this type of data, Hilti provides customers with advanced services, offering unique insights so that companies can optimize their tool parks, ensuring that the best tools are available and redundant tools are returned. In the meantime, sales teams use the same information to create deep insights—for example, suggesting that companies rent rather than buy tools, change the composition of tool parks, or upgrade.

To achieve its analytics-based approach, Hilti went on a multiyear journey, moving from unstructured analysis to a fully digitized approach. Still, one of the biggest learnings from its experience was that analytics tools are most effective when backed by human interactions on job sites. The last mile, comprising customer behavior, cannot be second guessed (Exhibit 6).

In the background, the company worked hard to put the right foundations in place. That meant cleaning its data (for example, at the start there were 370 different ways of measuring “run time”) and ensuring that measures were standardized. It developed the ability to understand which use cases were most important to customers, realizing that it was better to focus on a few impactful ones and thus create a convincing offering that was simple to use and effective.

A key element of the rollout was to ensure that employees received sufficient training— which often meant weeks of engagement, rather than just a few hours. The work paid off, with account managers now routinely supported by insights that enrich their interactions with customers. Again, optimization was key, ensuring the information they had at their fingertips was truly useful.

Levers for a successful transformation

The three company examples highlighted here illustrate how embracing omnichannel, sales technology, and data analytics create market leading B2B sales operations. However, the success of any initiative will be contingent on managing change. Our experience in working with leading industrial companies shows that the most successful digital sales and analytics transformations are built on three elements:

  • Strategy: As a first step, companies develop strategies starting from deep customer insights. With these, they can better understand their customers’ problems and identify what customers truly value. Advanced analytics can support the process, informing insights around factors such as propensity to buy and churn. These can enrich the company’s understanding of how it wants its go-to-market model to evolve.
  • Tailored solutions: Customers appreciate offerings tailored to their needs. 10 “ The multiplier effect: How B2B winners grow ,” McKinsey, April 13, 2023. This starts with offerings and services, extends to pricing structures and schemes, and ways of serving and servicing. For example, dynamic pricing engines that model willingness to pay (by segment, type of deal, and route to market) may better meet the exact customer demand, while serving a customer completely remotely might better suit their interaction needs, and not contacting them too frequently might prevent churn more than frequent outreaches. Analytics on data gained across all channels serves to uncover these needs and become hyperpersonalized.
  • Single source of truth: Best-in-class data and analytics capabilities leverage a variety of internal and external data types and sources (transaction data, customer data, product data, and external data) and technical approaches. To ensure a consistent output, companies can establish a central data repository as a “single source of truth.” This can facilitate easy access to multiple users and systems, thereby boosting efficiency and collaboration. A central repository also supports easier backup, as well as data management and maintenance. The chances of data errors are reduced and security is tightened.

Many companies think they need perfect data to get started. However, to make productive progress, a use case based approach is needed. That means selecting the most promising use cases and then scaling data across those cases through speedy testing.

And with talent, leading companies start with small but highly skilled analytics teams, rather than amassing talent too early—this can allow them to create an agile culture of continual improvement and cost efficiency.

As shown by the three companies discussed in this article, most successful B2B players employ various strategies to sharpen their sales capabilities, including omnichannel sales teams; advanced sales technology and automation; and data analytics and hyperpersonalization. A strategic vision, a full commitment, and the right capabilities can help B2B companies deploy these strategies successfully.

Paolo Cencioni is a consultant in McKinsey’s Brussels office, where Jacopo Gibertini is also a consultant; David Sprengel is a partner in the Munich office; and Martina Yanni is an associate partner in the Frankfurt office.

The authors wish to thank Christopher Beisecker, Kate Piwonski, Alexander Schult, Lucas Willcke, and the B2B Pulse team for their contributions to this article.

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The multiplier effect: How B2B winners grow

Presentation designer london jobs.

Ekaterina i. safarian.

Interior Designer, Decorator

Moscow, Russia

I am confident, responsible, bold character and fast learning person. I am a creative one who likes to follow trends, new technologies, that are helpful and have positive influence on people's lives. I believe that to offer more sustainable, tailor-made and human-centred solutions to the everyday challenges makes us happier and successful. 

Architect, Interior designer either Design Manager, I'am a katalyst for Innovation, Creativity and Happiness, with a focus on Customer Centric approach and Design Thinking. With more than 15 years experience in Architecture, Interior Design and Creativity, I have matured a professional expertise in architectural design businesses. Offering design thinking and visual identity, I would like to lead Customer-centric services to understand customer needs and boost new solutions into Design business.

Visionary and innovative I'am willing to create new exciting scenarios for the everyday life. 

Interior Designer

Interior Design services| freelancer

May2014 - till now

Responsibilities

Project management

Architectural Design from Concept to the Details

Drawing up Specifications

Selection and contracting of Furniture, Finishing materials, Decor

Meetings & Coordination of Clients, Subcontractors, Suppliers

Project Supervision

Business Development

>10 Private residences 40-200m2, full cycle of Interior Design Projects from Brief to Detailed technical drawings

Architectural studio| Arcanika | www.arcanika.ru

July 2002 - May2014

Technical drawings

  • 3 Offices 55-350m2, Moscow

3 Restaurants ,  50-250m2, Moscow

>20 Luxury residential projects (apartments, houses) 130-2000m2, Moscow, Moscow reg.

Delft University of Technology (Netherlands) Online course Nov-Dec2018

Managing Building Adaptation: A Sustainable Approach

Delft University of Technology (Netherlands) Online course, Dec-Feb 2017-2018

Design practice in Business

IE (Instituto de Empresa) (Master, Madrid, 2011 — 2012)

Master in Architectural Management and Design

Central Saint Martin’s College of Art and Design (London, 2006 — 2006) Interior Design summer session

Interior Designer

Institute for Art Restoration (Higher education, Moscow, 1997 – 2002)

Engineer ‐ Restorer of Architecture

Moscow Institute of Steel and Alloys  (Higher, special, Elektrostal (Moscow reg.), 1997 – 2002)

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A home stager is a professional who prepares a house for sale, aiming to attract more buyers and potentially secure a higher selling price. They achieve this through the following techniques:

  • Rearranging furniture to optimize space and functionality.
  • Decluttering to create a clean and spacious look.
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Their goal is to present the house in the best light. Home stagers in Elektrostal' help buyers envision themselves living there, increasing the chances of a successful sale.

  • Home Staging
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Benefits of the home staging in Elektrostal':

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What does an Elektrostal' home stager do?

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Job details. Posted 11 January 2024. Salary £35000 - £42000 per annum. LocationLondon. Job type Permanent. Discipline Development. ReferenceSN-215. Contact NameSophie Nobes.

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Victor Mukhin, Speaker at Chemical Engineering Conferences

Title : Active carbons as nanoporous materials for solving of environmental problems

However, up to now, the main carriers of catalytic additives have been mineral sorbents: silica gels, alumogels. This is obviously due to the fact that they consist of pure homogeneous components SiO2 and Al2O3, respectively. It is generally known that impurities, especially the ash elements, are catalytic poisons that reduce the effectiveness of the catalyst. Therefore, carbon sorbents with 5-15% by weight of ash elements in their composition are not used in the above mentioned technologies. However, in such an important field as a gas-mask technique, carbon sorbents (active carbons) are carriers of catalytic additives, providing effective protection of a person against any types of potent poisonous substances (PPS). In ESPE “JSC "Neorganika" there has been developed the technology of unique ashless spherical carbon carrier-catalysts by the method of liquid forming of furfural copolymers with subsequent gas-vapor activation, brand PAC. Active carbons PAC have 100% qualitative characteristics of the three main properties of carbon sorbents: strength - 100%, the proportion of sorbing pores in the pore space – 100%, purity - 100% (ash content is close to zero). A particularly outstanding feature of active PAC carbons is their uniquely high mechanical compressive strength of 740 ± 40 MPa, which is 3-7 times larger than that of  such materials as granite, quartzite, electric coal, and is comparable to the value for cast iron - 400-1000 MPa. This allows the PAC to operate under severe conditions in moving and fluidized beds.  Obviously, it is time to actively develop catalysts based on PAC sorbents for oil refining, petrochemicals, gas processing and various technologies of organic synthesis.

Victor M. Mukhin was born in 1946 in the town of Orsk, Russia. In 1970 he graduated the Technological Institute in Leningrad. Victor M. Mukhin was directed to work to the scientific-industrial organization "Neorganika" (Elektrostal, Moscow region) where he is working during 47 years, at present as the head of the laboratory of carbon sorbents.     Victor M. Mukhin defended a Ph. D. thesis and a doctoral thesis at the Mendeleev University of Chemical Technology of Russia (in 1979 and 1997 accordingly). Professor of Mendeleev University of Chemical Technology of Russia. Scientific interests: production, investigation and application of active carbons, technological and ecological carbon-adsorptive processes, environmental protection, production of ecologically clean food.   

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  22. Active carbons as nanoporous materials for solving of environmental

    A particularly outstanding feature of active PAC carbons is their uniquely high mechanical compressive strength of 740 ± 40 MPa, which is 3-7 times larger than that of such materials as granite, quartzite, electric coal, and is comparable to the value for cast iron - 400-1000 MPa. This allows the PAC to operate under severe conditions in ...

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