presentation tools for sales team

7 Presentation Templates For Sales Managers and Teams

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

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

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

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

Sales strategy

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

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

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

Key account management

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

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

Sales go to market

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

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

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

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

Sales proposal

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

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

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

Sales projection

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

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

Team stand-up

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

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

Jordan Turner

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

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15 Sales Presentation Techniques That Will Help You Close More Deals Today

Updated: June 01, 2022

Published: May 31, 2022

Hate the thought of doing sales presentations ? You’re not alone. But the best reps have sales presentations down pat, even if it’s not their favorite activity.

The best sales reps know that, when done right , sales presentations are a high-earning skill.

So, let’s hone that skill with simple sales presentation techniques that communicate an irresistible narrative and get buyers to close.

Sales Presentation

An effective sales presentation tells a compelling story, highlights your value proposition, and aligns with your audience's needs and desires. It ends with a strong call-to-action and leads prospects to your differentiators instead of leading with them.

As it can sometimes mean the difference between closing a deal or losing a customer, you definitely want to get your sales presentation right. There are strategies and tips you can follow to ensure your sales presentations are effective, memorable, and engaging. Let’s go over them below.

Sales Presentation Methods

1. structure your presentation. .

Guiding your prospects down a clear path is key to a successful sales presentation. You’ll follow a logical structure, and listeners will understand how each element of your presentation relates to one another, rather than them having to piece together disjointed information on their own. 

There are times when flipping the structure can add unique elements to your presentation, though, and we’ll discuss this further below. 

2. Use data visualizations. 

Using visuals, like charts and graphics, to supplement your message is a valuable way to showcase your content in an easy-to-understand format as they make your words more impactful. 

For example, if you’re selling SaaS that helps users organize their sales process for a shorter cycle, you can create a visual that displays the average length of your clients’ sales cycle vs. those using other tools. 

By doing this, you’re adding extra emphasis to your words with a visual picture, and a bonus is that visuals are more likely to stick with your audience and get them thinking versus just hearing you talk. 

3. Rely on spoken words — not text.

If your presentation slides are text-heavy, prospects may get caught up reading the words you’ve written instead of listening, causing them to miss out on the value you’re sharing. Aim to include less text by calling attention to the most significant elements with short bursts of text that you supplement with your words. 

In addition, when you have less text on your slides, you may be less inclined to just read from them, which can be a bad part of presentations. You’ll have to speak instead of relying on written content. 

Let’s go over some sales presentation techniques that, when paired with the three methods above, will help you nail it every time.

Sales Presentation Techniques

1. send your buyer the presentation deck before your call..

You might assume that sending a buyer a deck before a call is like revealing whodunnit on the cover of a murder mystery. No one will pay attention to the rest of the book, right? 

When the Gong.io team started sharing our deck before opening sales calls, we learned it was a winning move. 

If your deck is compelling, prospects will want to get into it with you, even if they know the main point. Together, you can dive in, dissect the good bits, and talk through questions. It’s going to be a juicy conversation, and they know it.

Then, you can begin the conversation during your presentation with a statement like, “Based on the information in the deck I sent, where should we start?”

2. Invoke self-discovery.

It’s tempting to stick to a positive linear story during your sales presentation. That usually invokes talking about benefits, outcomes, and desired results. But, that approach isn’t always the best. 

Before discussing solutions and results, you must understand your prospect's problem. More importantly, you have to be sure your prospects understand the problem. 

Self-discovery is the ticket that gets you there. Instead of telling the buyer what the problem is and how you’ll address it, get your buyer to connect with the problem on their own. 

3. Talk about Point A. Don’t skip to point B.

This is 100% linked to the tip above. There’s a problem (point A) and desired outcome (point B). Point A is the status quo. It’s a problem your buyer will continue to face if they don’t make a change. 

You can stand out by focusing on point A, as talking about a pain point is shockingly more effective than talking about positive outcomes. 

Make your buyer feel the pain that results from the status quo. Convince them the pain will only worsen without your solution — because you know that to be true.

You should only talk about benefits once they’re on board with that line of thinking. Urgency is what allows benefits to land. Without urgency, benefits are just happy points that hold no real meaning.

4. Insight is your #1 lead story.

Buyers are experts on their circumstances, but they want insights into their situation from you. 

You’re most likely to impress a buyer by telling them something new about themselves, as your offering is a unique insight into their problems and opportunities.

Check out this TaylorMade video. It’s a bang-on example of how to lead a presentation with insight, and then move on to your product’s strengths:

You learned how to get more distance from your golf swing (an insight into what you’re doing). Then you learned how that’s supported by the product’s particular strength.

Insight comes first. It changes how your buyers think about the problem your product solves. Only then benefits can land effectively.

5. Don’t lead with differentiators, lead to them.

At Gong.io, we’ve taught our sales reps to speak with buyers about a critical problem only we can solve. It’s the delta between top producers and the rest of the team.

• "The numbers from your top reps are fantastic."
• "The downside is they’re annulled by everyone else who’s missing their quota."
• "Your team goes from outstanding numbers to breaking even or missing quota. Both of those options are unsustainable."

We only introduce our key differentiator once the backstory is clear and the buyer gets it. Then, our reps say something like this:

"Gong is the only platform that can tell you what your top reps do differently from the rest of your team. We can tell you which questions they ask, which topics they discuss, when they talk about each one, and more."

See why we lead to our differentiator, and not with it? It just wouldn’t land the same way if we started with the differentiator. In fact, it might not land at all.

6. Focus on value, not features.

Gong.io research found that focusing on features over value is not impactful. Prospects, especially decision-makers, want value propositions about how you’ll help them solve their problems rather than an overview of the features they’ll get. 

7. Flip your presentation.

he next, eventually achieving a shiny, final outcome. This isn’t always the best strategy. 

Instead of building up to the most significant and impactful part of your demo for your prospect, begin with the most valuable part, which is how you’ll help them, and let the conversation flow from there. 

There’s one other tactic underlying it all: The best product demos start with topics the buyers highlighted on the discovery call . For example, if the buyer spends 4 minutes talking about X and 10 minutes talking about Y, you want to begin with Y, as the buyer has demonstrated that they’re heavily interested in Y. In the opening section of your presentation, address the biggest issue from discovery. Address the second biggest issue second, etc.

It’s called solution mapping, and it’s going to change your sales presentation process forever. Stop saving the big reveal for last. Stop building anticipation. Start with the good stuff. Let it rip right out of the gate.

8. Turn your presentation into a conversation.

If you sensed we were looking for a two-way dialogue during your pitch, you’re right. That’s a relief to most salespeople, especially the ones who hate delivering traditional presentations.

A two-way dialogue is going to make your pitch feel more natural. To do this, Gong.io says to get buyers to ask questions by giving them just enough info to inspire them to ask more questions and keep the conversation going. In fact, top performers ask fewer questions because they don’t bombard prospects with too much information but instead give buyers just enough information to have them ask questions. 

Long monologues won’t help you have real conversations with your buyers. Instead, aim for a great two-way conversation. 

9. Mind the 9-minute period.

This tip is crisp and clear: Don’t present for more than nine minutes. Gong.io data supports this. 

Presentations for lost deals last an average of 11.4 minutes. Why do they go so poorly? Because it’s hard to retain attention. If you do go longer than nine minutes, switch it up. 

Vary something that re-captures attention and keeps people engaged. Change channels by doing something like switching up who’s speaking in real life or on video. This can rest your clock to zero, and you’ve got nine more minutes for the next portion of the show. 

10. Be strategic with social proof. 

Social proof. Best friend or worst nightmare? It can be either one, so use it carefully. For example, generic social proof (i.e., naming impressive clients for brand power alone) is a disaster. Buyers might not identify with them. Sure, they’re dazzled, but they may not see how they relate to your current client.

An effective strategy is to reference clients similar to your buyer, with the same pain points, challenges and needs that they can relate to. You can tell an accompanying story about the client and their pain points, helping the buyer see themselves in the story you’re telling.

11. Talk price after you establish value.

Would it surprise you to know it matters when you talk about certain topics? It can actually affect whether you win or lose a deal. Pricing is a great example of this principle.

The top salespeople wait to talk about pricing. They know it’s important to demonstrate their product’s value first.

Set an agenda at the start of your call so your buyer knows when to expect a pricing discussion. They’ll be less likely to raise it early, and if they do, you can refer back to the agenda.

Open with something like, " I’d like to talk about A, B, and C on our call today. Then we can go over pricing at the end and -- if it makes sense for you -- talk about next steps. Does that work for you?"

You’re all set.

12. Reference your competitors.

Our data shows that you’re more likely to win a deal if you talk about the competition early in the sales process instead of ignoring them completely.

For best results, practice this during your first sales presentation. Waiting until the end of your sales process puts you into a dangerous red zone. Your buyers will already have formed opinions, and they’ll be harder to change.

In other words, at the end of the day, buyers will justify a decision they made early in the process, which is why it’s critical to set yourself up as the winner early on. Talk about the competition in your presentation. Put the conversation out there. Get your buyer to see you through that lens, and you’re golden.

Over To You

You now have 15 new tips and techniques to throw down this quarter. Many of these data-backed moves come from Gong.io’s own findings and have proven to be effective for us. Implement them, and I know you’ll boost your numbers.

Don't forget to share this post!

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15 Sales Presentation Examples to Drive Sales

By Danesh Ramuthi , Oct 31, 2023

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

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

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

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

Click to jump ahead:

6 Sales presentation examples

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

• Final thoughts

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

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

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

Clean sales presentation examples

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

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

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

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

Minimalist sales presentation examples

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

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

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

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

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

Simple sales presentation examples

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

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

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

Professional sales presentation example

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

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

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

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

Sales performance sales presentation example

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

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

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

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

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

Testimonial-based sales presentation examples

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

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

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

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

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

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

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

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

What to include in a sales presentation?

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

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

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

Related: 120+ Presentation Ideas, Topics & Example

How to create a sales presentation? 

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

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

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

1. Find out your ideal audience

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

2. Pick a platform to Use

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

3. Write the ‘About Us’ section

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

4. Present facts and data

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

5. Finish with a memorable conclusion & CTA

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

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

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

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

Sales Presentation:

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

Pitch Deck:

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

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

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

Final thoughts 

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

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

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

The Best Sales Presentation Software to Help You Put Your Best Foot Forward in 2024

Whether you love them or loathe them, sales presentations are a big part of working in sales. You and your team have read the RFP or job spec and done all of your research to put together the most compelling offer. Now, it's time to impress the prospect with a great presentation. A bit of theatre and a lot of planning and coordination come together to pull off the winning pitch.

Having software that can help you organize your thoughts and make your presentation look polished and professional is table stakes today. But how do you know what software you should use? The options for sales presentation software continue to increase, so how do you cut out the noise and pick the tool that works best for you and your team? While the answer to this question may depend on a lot of variables, we'll look at some of the best on the market and how they came to be that way so you can make an informed decision.

Key Takeaways

• Using the right presentation software can help you make a strong impression in a sales presentation.
• Choosing the right software depends on the type of sales you do and the size of your company.
• There are great options for sales presentation software that fit every budget.
• Sales presentation software is starting to embrace AI. It's okay to embrace these features if they help make you more productive without diluting your message or adding false information.

How do you choose the right sales presentation software?

Like investing in any other type of sales software , there are a few things you'll want to consider when choosing your sales presentation software . First and foremost, what features do you need, and how much budget do you have to invest? If you need the ability to create a basic slide deck, there are many free tools you can use. You may also want to use a tool like Google Slides or PowerPoint if you have a large team and a designer on staff who can create a branded template so your sales team has a base to start from.

Using a more powerful tool that allows you to create a highly polished sales deck easily might be even more important if you have a smaller, leaner team and you're just getting started.

To pick the right tool for your tool stack belt , make a list of all of your requirements and order them from most important to least important. Then, align on your ideal budget for your tool. Having this information upfront will help you make the right choice more easily.

Features to look for in sales presentation software

Whether you're looking for something tried and true or you're ready to embrace new technologies on the cutting edge of sales presentation software, you want to get clear on your requirements so you don't end up with a piece of software that doesn't meet the needs of your team.

For example, if you have a highly collaborative and distributed team, you likely need web-based presentation software that allows for collaboration between multiple team members.

If you sell in the enterprise space and have large buying committees, you might need a tool that allows you to share a link with multiple people after the presentation and bonus points for analytics capabilities that allow you to see who has looked at your presentation after the fact and which part of the material they continue to revisit.

If your sales team skews older, you might want a simpler tool instead of choosing solutions requiring technical expertise to make them work.

Before you start shopping for your new or upgraded presentation software, make a list of the most important things you want to look for and any features you're hoping to avoid. This will help you make the right choice more efficiently and be able to start churning out visually impressive interactive sales pitches more quickly.

The best sales presentation software in 2024

There are many highly versatile tools on the market to help sellers quickly and efficiently create and distribute highly polished sales decks. Here are a few of our favorites:

Best for sales teams: Qwilr

We certainly have to toot our own horn first. Qwilr's sales presentation software cannot only be used to create and distribute sales proposals , one sheets, contracts, NDAs, and so many more sales and marketing materials, but it's also great for creating visuals for sales presentations.

Primary use cases: Creating sales and marketing materials and sales presentation visuals.

Standout features: Web-based platform with analytics that provide insight into who is viewing your materials , when (and how long) they view, and which sections they focus on. Qwilr's documents are visually impressive, and it's easy to embed rich images, videos, and other multimedia components, as well as spreadsheets and other detailed information to help your client or prospect understand the opportunity. Finally, when your client is ready to sign on the dotted line, eSignature capabilities make this easier than ever.

Templates: Qwilr offers a robust proposal template library making it easier than ever to create a winning presentation or proposal .

Qwilr has a range of templates such as :

• Marketing Proposals (Example such as Google Ads , Mobile App Development , Software Development )
• Enterprise Sales Proposal
• SaaS Proposals

Tracking & analytics: Built-in tracking and analytics allow sellers to see how often their sales pitch deck or proposal is viewed and what parts the viewer is coming back to over and over.

Integrations: Qwilr offers many integrations, including native integrations with many popular CRMs, so it's easy to follow the flow of information sellers share with their prospects.

Customer support: Need help? Qwilr's customer support team is only an email away.

Pricing: The business plan will run you $35/per user per month (when paid annually), and the enterprise plan will run $59/per user per month (when paid annually)

Sales Proposal Template

Close deals with our persuasive, well-structured Sales Proposal Template – start crafting a winning, impactful, and memorable sales presentation in minutes.

Best for early-stage businesses and startups: Google Slides

If your business is just getting started, Google Slides might be the best tool for your sales presentations. Included in the Google suite, users should have access to this with their business emails.

Primary use cases: This familiar presentation platform is used for creating decks and slides for sales meetings , virtual sales presentations, and other meeting points across a sales cycle (like customer onboarding).

Standout features: It's easy to share the presentation across your team to collaborate on building the slides needed to woo your client. If you already have a small marketing team or a freelancer doing branding and design work, it's fairly easy for them to create a branded slide template to build gorgeous and brand-compliant presentations.

Templates: There is an abundance of templates available online to get you started with Google Slides.

Tracking & analytics: Google Slides does not have built-in analytics at this time. Sending your presentation through an email marketing tool can tell you who opened the email or clicked on the link but cannot tell you what they viewed or how long they spent in the presentation.

Integrations: It's easy to embed data from Google Sheets or video in a presentation, but outside of the Google Suite, integrations are limited.

Customer support: Support is available for developers

Pricing: Free for personal use and included in Google Workspace for businesses.

Best for beginners: PowerPoint

Probably considered the OG of sales presentation software, PowerPoint is still one of the best-known tools for putting together highly-polished sales decks. While it has some limitations when it comes to interactive sales pitches, it can still easily help sales teams get their point across as the backdrop for an engaging sales conversation.

Primary use cases: PowerPoint is primarily used to create presentation slides, including sales presentations, pitch decks, and many other types of presentations that could happen over the course of a sales cycle.

Standout features: Slide masters and multiple layouts can make it easy for teams to create effective sales presentations without needing to customize them every time. PowerPoint also offers animations, slide transitions, and the ability to add some multimedia functions to help with the woe factor in a presentation.

Templates: Having a template can save sellers time when it comes to personalizing a presentation for a new prospective client. This is especially easy to set up in PowerPoint. Also, past presentations can easily be duplicated and reused.

Tracking & analytics: Tracking and analytics functionality is limited in PowerPoint. But, if you use an email marketing tool to send your slides after a presentation, you can easily see when the email (and the document) were opened.

Integrations: Has many integrations to help facilitate and share presentations, including Mentimeter for gathering feedback, Lucidchart for diagrams, and Adobe Acrobat.

Customer support: Microsoft does offer product support to signed-in users.

Pricing: Plans (Business Basic) start at $6.00 per user per month

Best for freelancers: Pitch

Billed as "an online presentation maker that's fast, flexible and free" Pitch makes a great tool for freelancers who need to dazzle prospective clients. It allows them to build successful sales decks quickly and efficiently so that they have time to deliver on commitments and run their business efficiently. If you've ever freelanced (or you're a freelancer), you know what a challenge it can be to wear all the hats in your small business.

Primary use cases: Pitch is used to create professional-looking presentations for all of your needs. It works across all your devices so that you can create and edit presentations on the go - no more being tied to your desktop.

Standout features: A modern yet delightful user experience and the ability to bundle brand assets and fonts for consistency and extra polish.

Templates: To combat the very common pain point of knowing where to start when it comes to a freelancer sales pitch deck, Pitch offers over 100 professionally designed templates to help freelancers get started.

Tracking & analytics: Built-in analytics allows freelancers to understand who is watching the presentation what they care about and provides insights into content performance in real-time.

Integrations: Pitch's website does not list any integrations at this time.

Customer suppor t: Pitch offers a robust help center for self service support, or the ability to contact the team if you can't find the answer to your question.

Pricing: Pitch offers a fairly comprehensive free tier, but if you want the analytics features, you will need to pay. Plans start at $25 per month which buys you two seats and one analytics link. For a freelancer (especially in the early stages) the free level may be more than powerful enough to get you started.

Best for creatives: Canva

Whether you've used it to create social media assets or edit a photo, if you're a creative, you're more than likely already familiar with Canva. But did you know that you can also use it to create a successful sales deck? If you haven't tried using Canva to create a presentation or even a template, now is the time to give it a try!

Primary use cases: Canva can be used to design all types of projects, from business cards to social media posts and even sales or capabilities presentations.

Standout features: If you're a creative with limited graphic design skills, Canva can help you show your creativity without needing advanced design chops. It offers a comprehensive suite of different content types and the ability to create a brand template to house your logos, fonts, and images of your projects.

Templates: Canva offers an almost unlimited number of templates that range from business formal to extremely creative. No matter what vibe you're going for, you'll look like a pro when you start with a Canva template.

Tracking & analytics: Users are able to see who has viewed their designs. Paid users have access to more robust analytics.

Integrations: Canva offers integrations with many popular social media scheduling tools and other products. View their full list of intergations to see if any of the programs you already use can be easily integrated.

Customer support: For easy assistance, Canva offers a chatbot and a help center. Queries sent to their team will be answered within 24 hours for pro users, but free users can expect to wait up to one week.

Pricing: There is a free tier, but for paid users, the pricing starts at $119/year for pro. If you have a team expect to pay $119/user per year for Canva for teams with a minimum of just two users. Canva also offers special pricing for nonprofits and education.

Best for not-for-profits: Tie between PowerPoint and Google Slides

If you're looking to put together sales presentations for your nonprofit, our pick for your best tool is a tie between PowerPoint and Google Slide. The right choice for you will depend on whether your office uses Microsoft or Google Suite. The latter may be easier to collaborate across the team, but both are inexpensive and easy to use.

That said, if you require more sophistication because of a high volume of presentations or a particularly large sales team, it may be worth considering another tool from our list!

Qwilr is the modern way to sell

Increase deal velocity, get buyer insights from content, and give reps more time to sell

Final Thoughts

When it comes to creating a winning sales presentation, the right tool won't just make you look polished and professional. It may also save you time. By choosing a tool that allows you to create a template for each type of presentation, you will never have to start from scratch. You can focus on tailoring each slide to the needs of your audience.

If you want to see how Qwil can help you put together professional, engaging and easy to share sales presentations, reach out today to schedule a demo or start a 14 day free trial . While we can tell you how much you'll love building presentations in our software, we'd rather show you!

About the author

Marissa Taffer | Founder & President of M. Taffer Consulting

Marissa Taffer is the Founder & President of M. Taffer Consulting. She brings over 15 years of sales and marketing experience across various industries to a broad range of clients.

Frequently asked questions

What are the key factors to consider when choosing sales presentation software.

Key factors include the features you need, your budget, the size of your team, and the type of sales you do. It's also important to consider whether the software allows for collaboration, provides analytics, and integrates with your existing tools.

What are some features to look for in sales presentation software?

Look for software that allows for collaboration, provides analytics, and integrates with your existing tools. If you have a large buying committee, consider a tool that allows you to share a link with multiple people and track their engagement.

What are some of the best sales presentation software options in 2024?

Some of the best options include Qwilr for sales teams, Google Slides for startups, PowerPoint for beginners, Pitch for freelancers, Canva for creatives, and either PowerPoint or Google Slides for not-for-profits.

How can sales presentation software help improve my sales presentations?

Sales presentation software can help you create polished, professional presentations. It can also provide analytics to help you understand how your presentations are being received and which parts are most engaging.

Is there sales presentation software that is particularly good for startups?

Google Slides is a good option for startups. It's included in the Google suite, allows for collaboration, and has an abundance of templates available online.

Related articles

• All articles
• Sales management
• Sales techniques
• Sales enablement
• Customer success

10 Sales Presentation Examples & Templates to Boost Your Sales

• April 25, 2024

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

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

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

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

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

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

What Are Sales Presentations?

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

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

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

Key Elements of an Effective Sales Presentation

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

Here are the key elements you need to nail it:

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

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

General Sales Presentation Outline

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

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

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

10 Sales Presentation Examples & Templates

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

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

1. Startup Pitch

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

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

Here’s a presentation outline template:

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

2. Product Launch

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

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

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

3. B2B Sales Proposal

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

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

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

4. Service Offering Presentation

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

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

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

5. Technology Solution Pitch

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

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

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

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

6. Annual Sales Plan

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

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

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

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

7. Real Estate Listing Presentation

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

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

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

8. Marketing and Sales Strategy

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

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

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

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

9. Financial Services Pitch

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

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

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

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

10. Retail Product Pitch

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

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

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

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

Embarrassing Mistakes to Avoid in Your Sales Presentation

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

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

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

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

Frequently Asked Question About Sales Presentation

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

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

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

How long should my sales presentation be?

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

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

Can humor be incorporated into a sales presentation?

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

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

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

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

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

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

Key Takeaways on Mastering Sales Presentation

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

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

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

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

Analytics & Insights

Edgar Abong

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Last Updated on April 25, 2024 by Edgar Abong

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

7 Types of Slides to Include In Your Sales Presentation

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

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

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

So what can you do to make your offer compelling?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Here are some further techniques used during the sales presentation:

Tactic #1: Use Simple Graphics

Use simple graphics to convey meaning without text.

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

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

Tactic #2: Use Icons

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

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

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

Tactic #3: Include Statistics

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

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

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

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

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

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

Before : Customer’s needs when they came on

After: What your company accomplished for them

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

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

Tactic #1: Use Graphics/Diagrams

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

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

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

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

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

Tactic #3: Use Visual Examples

Follow up your descriptions with visual examples.

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

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

Which is more effective for you?

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

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

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

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

Can you feel it?

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

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

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

Here are more tactics to inspire sales presentation ideas:

Tactic #1: Personalize Your Final Slide

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

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

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

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

Tactic #2: Pair Outcome Statements With Icons in Circles

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

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

Tactic #3: Include Specific Success Metrics

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

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

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

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

This means you need to cut to the chase fast.

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

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

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

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

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

Ever heard of the Focusing Effect?

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

Easy choice.

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

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

Tactic #1: Tell a Story

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

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

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

Tactic #2: This vs. That

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

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

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

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

Zuora tells a story by:

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

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

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

Tactic #1: Use Logos and Testimonials

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

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

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

Tactic #2: Include White Space

Pad your images with white space.

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

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

Tactic #3: Incorporate Hard Data

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

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

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

Psychology tells us that seeing colors can set our mood .

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

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

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

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

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

Tactic #1: Include a CTA on Final Slide

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

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

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

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

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

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

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

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

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

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How to Conduct an Effective Sales Strategy Presentation

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

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

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

What Is a Sales Strategy Presentation?

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

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

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

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

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

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

Start With Goals and KPIs

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

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

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

Outline Your Market Strategy

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

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

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

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

Describe Training & Development Efforts

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

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

Discuss Budgetary Needs

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

An Effective Sales Strategy Presentation is Only the Beginning

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

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

Written and edited by human brains and human hands.

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8 Skills You'll Need to Become a Sales Manager

So you want to become a sales manager ? First you’ll need to make sure you’ve got the right skills, experience, drive and track record at the helm in both selling and at managing others—in order to back yourself up.

Making the leap from sales practitioner to sales manager doesn’t have as much to do with being a rock star that boasts the highest close rate so much as your ability to motivate, lead, and elevate others to achieve more.

While all sales managers undoubtedly need hands-on experience converting prospects into customers themselves, there are a wide range of other (equally important) sales manager skills you’ll need to command to excel in this role.

Want to get a ready-made set of resources to manage a sales team effectively? Download our sales management toolkit, which contains checklists, templates, scripts, and more .

First and Foremost, What Exactly is a Sales Manager?

According to the Bureau of Labor Statistics, the sales managers industry is expected to grow around 5 percent between 2021 and 2031 , which means its a pretty good time to move up the ladder.

What does a sales manager's day look like? Their day-to-day schedule includes activities like:

• Setting sales goals
• Managing individual and team quotas
• Creating a sales plan and proactively experimenting to improve execution
• Monitoring progress in real-time and analyzing data
• Overseeing the organization’s sales training
• Keeping an active watch over (and involvement in) key accounts
• Mentoring individual sales reps and administering incentive programs
• Recruitment, hiring, and firing of sales reps
• Managing budgets for things like travel, hiring, and training programs

Some of these sales manager responsibilities can overlap with those of other related roles, depending on your organization's size and internal structure.

Especially when it comes to titles like Sales Director or Head of Sales positions, which tend to be more senior and concerned with organizational strategy than the average sales manager role.

Check out this side-by-side comparison between an open sales manager role and an open head of sales role to see the subtle (and not so subtle) differences:

While there are a lot of similarities between two roles—like developing and supporting revenue targets, overseeing the sales process for your team, setting trends and monitoring projections—it’s also clear that the head of sales role is much more senior than that of the sales manager. A head of sales reports directly to the CEO and keeps the company on track for internal growth projections.

On the other hand, a sales manager spends most of their day working directly with sales reps, helping them close more deals and achieve revenue targets.

So once you know exactly what type of role you’re going after and the corresponding title that best fits, you can begin positioning yourself to stand out from the crowd and make a powerful first impression on hiring managers.

Now, let’s talk about the eight most important skills you’ll need to take on a sales manager position.

Hey there! Wanna know the secrets of effective sales manager training ? Check out my article all about it!

8 Required Skills to Become a Sales Manager

On average, a sales manager has a bachelor's degree and at least five years of experience as a sales rep. But, that's not to say a degree is required. If you want to become a sales manager, start with perfecting and then showcasing these key skill sets throughout your interview process.

1. Interviewing and Hiring Talented Sales Reps

While much of your job as a sales manager will be focused on enabling your existing team to continue performing better over time, keeping new candidates coming in the front door to replace those that either move up or out—and add to the strength of your sales team—is just as important.

Like a fine wine, you’ll get better over time as you recruit new reps. Start today, and you’ll be an expert sooner.

Take the initiative to form a more active part of your company’s sales hiring process . Sit in on interviews with your manager. Reach out to potential candidates. Take an interest and predict which people make it the furthest in the interview process. Who goes on to become a top-performing rep? Which qualities, traits, characteristics, and motivations contribute to their success?

When sourcing candidates for internal sales jobs , keep these factors in mind:

• Real-world results reign supreme. If a candidate you’re interviewing for a sales role can’t clearly articulate a tangible result they’ve achieved at a current or previous sales job, that’s a major red flag. Certifications and degrees are great, but real-world experience can trump education.
• Preparation and organization are key. Another mark of a strong salesperson is their level of organization and how prepared they are when showing up for a presentation, sales call, or meeting—and an interview is the perfect testing ground to gauge this critical quality.
• They’ve been tested and challenged. Don’t hire the person with the perfect record who’s never been through failure before. Rejection is painful , and it comes with the territory in sales—which is why you’re doing yourself no favor when choosing someone who’s constantly sold products that are excessively easy to move.

The more you can work collaboratively with internal hiring managers during the sales rep recruitment process, the more (and faster) you’ll begin to learn what makes for strong hires.

2. Being a Real Leader, Not Just a Boss

Ah, to be a leader … simply don a fancy hat, grab a microphone, display some swagger, and you’re a leader, right?

The act of proudly standing at the front of your ship doesn’t have any bearing on your ability to empower, motivate, or manage your crew. And that’s what true leadership entails.

True leadership requires managing, motivating, incentivizing, and empowering your sales team.

If your reps are underperforming or unhappy with their work, that’s on you. As a sales manager, it’s your job to be occupied with doing everything you can to make each individual member of your team successful.

Want to demonstrate your leadership skills ? Try mentoring another sales professional on your team with less sales experience. Start a purpose-driven club for entry-level team members or organize events that get other employees to take action. Experiment within your own role with ideas to spearhead positive change, rather than waiting for top-down change to come your way.

Remember, once you become a sales manager, your voyage won’t always go exactly according to plan (OK, that’s enough sailing metaphors) . Rather, it’s in remaining humble and showing you’re human, too , that will help you build rapport and maintain healthy relationships with your team.

The best salespeople are often competitive by nature, and a great way of channeling their competitive energy into productive activities is to have a sales leaderboard reps can use to keep score.

One tip to get the most out of sales leaderboards: Don't just track results (deals closed, revenue generated, etc.).

Instead, also track activities that drive results: Number of calls made, number of emails sent, number of opportunities a sales rep created, and so on. The purpose of a leaderboard is not just to celebrate your top performers, but also to acknowledge those who are putting in the extra effort.

Your job isn’t to do everything for your team, but to build the right team that can excel when given useful tools, guidance, and incentives. That’s what leadership is.

3. Training and Coaching Your Team

Beyond just leading your team, it’s your job as a sales manager to effectively train your team members and continue helping them grow professionally.

Do you have personal experience developing or improving upon your current organization’s sales process? How about coaching fellow reps through a particularly challenging deal?

Great sales managers can easily toggle between zooming in (to work in a rep’s world) and back out to see the bigger picture of how things are going more broadly on your team.

Are multiple reps experiencing the same challenges? What kinds of blockers are standing in the way of hitting quarterly targets? Grow in your ability to not only identify but answer these kinds of questions, and your value as a sales manager will be all but proven already.

Another skill you can start working on today is the ability to help out individual reps when they need it. Look for someone on your team that’s either new to the company, going through a rough quarter, or less experienced in sales. Or, maybe someone who needs help troubleshooting the best way to negotiate around an objection.

Ask if they’re up for you to partner with them and start listening to their call recordings in order to provide constructive feedback and finesse their pitch, rebuild their cold outreach emails , and help weigh in with advice, routines, tactics, and habits that help you perform better.

It doesn’t matter how much you consistently beat quota in your current position if you can’t make the jump up to also help other people to increase their sales performance, crucial for effective sales performance management .

Remember—as a sales manager, you’ll need to be OK with stepping out of an active selling role. Your primary mission will be helping others sell.

4. Creating (and Implementing) Sales Plans

Like it or not, implementing processes and regular planning are both essential to maintaining a successful business model as your sales team grows and the company scales over time.

When I ran a sales team for the first time, I was admittedly a pretty lousy sales manager. I was a talented salesperson myself, but I couldn’t translate that skill into training others.

I learned that it was more important to have everybody do a really good (consistent) job than to just have a couple of sales rock stars while everyone else falls behind. My reps were failing because they couldn’t replicate what I did—and what I did was unique to me.

Having an easy-to-follow sales plan, packed with process documentation , scripts, templates, and ongoing training ensures your team members are all on the same level, makes sure your team performs consistently (and hedges against the likelihood of some reps falling behind others).

No matter how hard you hope, wish or pray, a sales plan will never be one of those set-it-and-forget-it organizational documents. A sales plan is a living instrument that’s actively shaped in real-time as your organization grows, changes, and learns.

At their core, all good sales plans are comprised of three distinct sections:

• Sales forecasting and goal-setting
• Market and customer research
• Prospecting and partnerships

Each aspect of your plan naturally works itself into the next, starting with the team’s high-level sales targets, then taking into consideration market factors, and finally looking at who you know, and how to find more prospects to help hit your sales goals .

As a sales manager, it’ll be your job to maintain, update, and enforce your team’s go-to-market plan. You’ll need to analyze the metrics and see whether your team is on track regarding sales quotas and company goals.

5. Communicating Successfully Both Up and Down the Ladder

Most sales manager job postings today clearly highlight just how much you’ll have to hop on the phone, show up for presentations, dive into partnership development, and otherwise be involved in the sales process and problem-solving with key accounts from start to finish.

Therefore, strong interpersonal and communication skills are essential. Though that doesn’t mean we’re all very good at these skills.

Often, the more skilled you are as a salesperson, the more difficult it can be to put yourself back in the beginner’s mindset. making it more difficult to effectively communicate with reps who aren’t quite on your level yet. Known in academia as the curse of knowledge , this cognitive bias can make it more difficult to effectively communicate with reps who aren’t quite on your level yet.

If this kind of communication isn’t a strong suit of yours, fear not. You can start flexing that muscle today by purposefully going out of your way to over-communicate (within reason) with your fellow co-workers.

When mentoring a rep going through challenges, make it a point not to assume they have the same base of knowledge and experience you have. Start further back than you normally would, verbally express what’s happening inside your head, and explain the logic and reasoning behind the troubleshooting steps you take.

Take the time to build a stronger relationship with the marketing manager--maybe discuss sales data or share areas where sales and marketing could align better.

6. Organizing Your Tasks & Sales Team

Once you become a sales manager, there will be a lot of demands on your time throughout the day. That means you can’t always fly by the seat of your pants, accepting every meeting request that comes your way, right there on the spot.

While your role (and daily activities) have completely changed as a sales manager, it’s also easy to default to going about your day with the same routine as when you were still an individual contributor.

Take a step back every Monday morning to thoughtfully plan out your schedule. Leave time to interact with your team members. Block out the space you need to work on other key activities like forecasting, planning, experimenting, and training.

If your reps aren’t organized and staying on-task, you can’t expect them to always perform at peak capacity and hit their numbers ( sales management tools like Close can help with that). If you’re not organized, can you really expect your reps to be?

Part of being an effective sales manager—and leader—is showcasing your values and clearly articulating your priorities to your team members. Share exactly what’s expected of them, how you’ll be measuring their performance, and rewarding them.

Equally important is establishing how you want your team to work. Don’t assume everything will just fall into place and you’ll magically hit your targets. Going back to communication here, take the time to explain in detail how you want your team to work. Set the right expectations and enforce your sales process .

Becoming more organized at work starts with your physical space. Keep your desk area uncluttered, have everything you need within reach, maintain control of your email inbox , start your day with a list of your top priorities, and try to avoid the mania of multitasking.

7. Forecasting Sales Results (Within a Reasonable Margin of Error)

Be transparent and specific when communicating the direction your team is going in and what needs to be done on an individual level.

Showing your higher-ups that your team can reliably perform based on those expectations and predictably hit goals is equally important to your success as a sales manager.

While there are a lot of different sales forecasting strategies you can adhere to depending upon your type of business model, industry, length of sales cycle, and otherwise, here are a few of the most common:

• Lead-driven forecasting: The lead-driven method relies on understanding the relationship your leads have with your company, and what they’re likely to do based on that relationship. Here, you’re analyzing each lead source and assigning a value to that source based on what similar leads have done in the past.
• Opportunity stage forecasting: This method takes your sales pipeline, chops it up, and assigns a percentage value to each one based on how likely a lead is to close . So, a new prospect might have a 10% potential close rate, whereas someone who has gone through a product demo might be at 80%.
• Multivariable forecasting: This method takes the best aspects of most forecasting methods, and puts them together into one complex, analytics-driven system. Let’s say you’ve got two reps hustling similar accounts. The first one is working a $10,000 deal and has just finished a successful product demo. Based on your rep’s individual win rate for this stage of the deal, your multivariable analysis says he’s 40% likely to close the deal this quarter, giving you a sales forecast of $4,000. Your second rep is selling a smaller, $2,000 deal and is earlier in the process, yet their win rate is through the roof, also giving them a 40% chance of closing the deal this quarter and a forecast of $800. Your total sales forecast at this point for the quarter would be $4,800.

Even if you’re not great at forecasting sales today, there’s still hope for you yet.

Hands down, the best way to get better at forecasting your own monthly and quarterly results is to dig deep into the numbers—take a look at results from previous periods, calculate win rates, develop and refine your own multivariable forecasting model to see how accurate it can become at predicting your own results.

Over time, you’ll improve and can continue refining your model by testing it out with other members on your team, presenting it to management, and getting feedback.

8. Managing Your Time + Helping Your Team Do the Same

Time management is one of the most crucial sales manager skills, because without it, you won’t be able to effectively address points 1-7. Here are some of the most important time management strategies to employ today.

• Set and maintain boundaries: Other people don’t like boundaries, because it means they get less of what they “need” in the moment. Too bad, though. If you want to be a good manager, you need to learn to set your boundaries and then hold them unless there’s a true fire. That means don’t schedule extra meetings, don’t allow anyone to barge through your door all day, and never miss client-facing obligations unless you truly can’t help it.
• Block out time for day-to-day tasks: Most of us find that once the day begins, there’s a good chance it will get away from us. That’s why it’s important to prioritize and do the hardest tasks first. If you plan to get one big thing done in the morning and one big thing done after lunch, then you’ll have a pretty good day - even if everything else goes to pot.
• Do advanced diary planning: Knowing what’s coming down the pike will make the above much easier, so always look through your calendar the day before.
• Avoid multitasking: Multitasking is a myth . Your brain is not capable of doing two things at once; it is merely capable of making you think it can by switching between them really, really fast. However, that time it takes to switch is time you could be using on just one task, if you keep your calendar simple and complete things one at a time. Let go of the myth.

A sales manager who can show these time management principles in action will inspire sales representatives and increase overall team efficiency, so hone these sales skills today.

Qualities of a Good Sales Manager

Wondering what qualities you’ll need to succeed as a sales manager? Both interpersonal skills and soft skills come into play, including:

• Active listening and strong communication skills
• Customer relationship management skills using a high-quality CRM
• Strategic planning and analysis skills
• Proactive lead generation and prospecting skills
• Ability to develop new sales strategies and implement them
• Willingness to take feedback and use others’ ideas
• Collaboration and delegation skills
• Analytical skills and attention to the bottom line

Keep in mind that a successful sales manager may need to spend some time developing some of these qualities. Not all sales leaders will perform perfectly in each of these, especially if you’re are newer to the field.

Do You Have What It Takes to Become a Sales Manager?

You don't need a master's degree to become a successful sales manager.

What you do need are the right skills and base of experience and the ability to position yourself as the perfect candidate.

As Professor Emeritus Andris A. Zoltners explained in a 2019 article , even sales managers need more training to develop the skills required to lead sales teams effectively.

When you’re moving from sales rep to sales manager, you probably don’t have the ability to talk about your experience managing a sales team (unless you’ve taken on interim management roles in the past). So, what’s the next best thing?

While you’re not yet a sales manager in title, you can still show you’re performing many of those activities at work.

Remember all of the sales manager skills we just talked about here? You can start sharpening them and putting each of them into practice, even in subtle ways, at your job today.

Is your company’s go-to-market plan due for a refresh? Show your initiative by taking a pass at updating some of your process documents based on the situation on the ground today.

Build a forecasting model to start predicting your team’s results out into the future. Refer high-quality candidates for new sales roles to your hiring managers. Get more organized. Keep improving with communication.

What's more, you want the right sales management software to help you accomplish all this! In an ideal world, the tool you use to manage your sales team is the same tool your sales team uses to sell.

Most importantly, it’s crucial to document all of the changes you’re creating. Keep track of all the different ways you’re practically a sales manager already, and you’ll build a compelling case for why you deserve a promotion—or the leveled-up title at a different company.

The next step to becoming a sales manager? Download our ready-made set of resources to manage a sales team effectively:

ACCESS YOUR SALES MANAGEMENT TOOLKIT

More articles from The Close Blog

Discover our latest free sales tools powered by AI

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Level up your sales game with Slack

Learn how Slack Sales Elevate helps leaders make better decisions and drive more wins

Author: Kaylin Voss, Chief Revenue Officer, Slack April 24th, 2024

Time kills all deals, as the saying goes. As a sales leader, you want to remove roadblocks that prevent you and your team from hitting their goals as quickly as possible. Time-eating culprits include disparate conversations around sales deals across multiple channels, inaccurate record data‌, and duplicative, manual tasks managed in several software tools. A study from Salesforce found that organizations use an average of 10 tools to close deals . The cost of this sprawl is high: sales reps spend only 28% of their time actually selling. All this bloat and context switching adds up.

Sales leaders, we’ve heard you and we’re here to streamline day-to-day operations so you can focus your time on the high-value activities that matter most. In 2023, we launched Slack Sales Elevate for sales teams, an essential tool to help sellers save time and close deals faster together by bringing your people, processes, apps, and real-time CRM data from Salesforce Sales Cloud into the flow of work in Slack.

Today, we’re expanding on that launch with a powerful new sales leader experience, a set of views that brings real-time, actionable visibility about your team’s deals and performance into Slack. These sales leader views will allow you to track key metrics, get notified of deal progression, review pipeline changes, and easily manage Sales Cloud records, so you can forecast confidently, make smarter decisions, and move deals forward faster. Here’s how.

1. Keep deals on track with real-time visibility

One of the biggest challenges sales leaders face is being able to keep track of their business in real-time. Their CRM says one thing, but the teams say another. On top of that, conversations related to the account are fragmented across various emails, phone calls, texts and Slack messages. How can you get an accurate picture?

Sales Elevate’s sales home is a workspace in Slack designed to solve just that. Connected to your Salesforce CRM data, it surfaces key performance metrics, account records and helpful deal notifications all in one place, so you can follow your sellers’ progress and, early on, spot opportunities or obstacles to closing a deal. 

Slack Sales Elevate connects to your Slack CRM data so you can follow your sellers’ progress.

Whether you’re in the office or on the go, you’ll have the same seamless experience on your mobile device. So instead of having to wait for the next team call to get details on deal progress, new deal-insight notifications proactively deliver daily or weekly digests of won or lost deals, or deals that changed in value or close dates. Staying up to speed on deal movements and preparing for your forecasts has never been this easy. 

In addition, a complete overview of your organization’s pipeline shows you where you need to take action without needing to click through dozens of tabs. Pipeline view helps you review and manage your team’s Sales Cloud opportunities and pipeline in a single view. You can quickly drill down on a specific deal to review the record details from Salesforce and then immediately jump into the account channel in Slack to strategize on how to move things forward. You’re going from deal information to Slack conversation in two seconds flat, without switching systems.

Need to go deeper into the data immediately, say, during a meeting with your leadership team? Deal filters help you sort or group opportunities by ‌account owner or forecast category so you can quickly identify opportunities that can move the needle—such as deals that can be pulled in by quarter—and dig into the conversation in Slack channels to help your team get the deal to the finish line. 

Of course, your data accuracy is only as good as what your teams are reporting. Sales Elevate removes the friction for reps to manage their pipeline in Slack. Thanks to Opportunity lists , reps can access and edit their deals in seconds, and these updates sync with Sales Cloud in real time, reducing CRM admin time by 53%.  

It’s a win for both you and your sellers. Sellers get more time back to support their customers, and you get more visibility into the business data you rely on to make better decisions, faster. And it all happens right where you and your team are already working, in Slack.

2. Accelerate deals with automation and generative AI

AI is getting a lot of attention these days—and for good reason. Automation and AI bring a whole new level of efficiency to sales orgs. 

Streamline your operations by automating processes with workflows

As a sales leader, you need to know immediately when important deals get off track. However, you probably don’t have time to check in with every single account. Sales Elevate workflows do the heavy lifting for you so you can focus your time on deeper, more strategic work. 

Sales Elevate’s out-of-the-box workflows include automations that help keep your deals moving. For example, if a deal has stalled, you’ll get an alert so you can take action right away. Reps can also trigger workflows to request deal support or ‌approvals, which saves them valuable time chasing down resources. With everything shared in a Slack channel, it helps everyone stay on the same page and reduces the amount of time people spend switching between apps. 

“With a modern and mobile user interface, I can connect with my team, customers, tools and real-time CRM data—all in Slack Sales Elevate. My team has saved 53% in admin time alone.” Kaylin Voss Chief Revenue Officer, Slack

Get the most from your collective data with Slack AI

Consider this scenario: You’re at a conference halfway across the world, working in another time zone from your team, but you need to get a summary of what’s been happening with a specific account—and you need to find a subject-matter expert working on the project, ASAP. What do you do? 

In the past, you may have rifled through your Slack channels and direct messages and had to read through several briefs, notes and emails until you found what you needed. Now sales leaders rely on Slack AI .

Work smarter and save time with powerfully simple AI, right in Slack

Slack AI can help you save time you’d normally spend trying to find the answers you need by summarizing conversations in seconds. Slack AI’s features for sales leaders include: 

• Search answers , to help you instantly find relevant answers from data in Slack when you ask questions using natural language, rather than just a general list of results
• Conversation summaries , letting you catch up on messages in one click, generating key highlights from your channels and threads
• Recaps , to deliver a personalized daily digest of what’s happening in your most important channels, so you can spend less time catching up and more time on your highest-priority work 

Once you try Slack AI, I know it will be something you won’t want to live without. Businesses of all sizes are already saving an average of 97 minutes per user each week.

3. Standardize and scale your team’s winning strategies 

A great leader finds ways to help their teams develop and grow. Building a high-performing sales team means being able to capture the things your team does best and standardize them across your organization. Coming this summer, Slack Sales Elevate’s sales templates will help you replicate and scale your team’s winning strategies, turning every AE into an MVP. 

Sellers can use these templates to automate the time-consuming process of building an account plan, mutual close plan‌ or executive brief from scratch. The templates are ready to use out of the box or can be customized to reflect your team’s best practices. They can automatically pull in relevant data from Salesforce, removing admin work for your busy sellers. The best part is that everything you build with sales templates is accessible right in your Slack channels. 

Boost productivity with sales templates

Additionally, teams will be able to track all deliverables, owners, due dates and more, for customer meeting prep, deal approvals and close plans—in a Slack list. Lists is a new feature available this summer that lets you structure information in Slack so you can manage all types of work, from cross-functional projects to inbound requests. Embed lists into your sales templates to bring more organization and accountability to your team’s work, and automatically pull in your data from third-party apps in a list to streamline your work. 

Later this year, we’re supercharging the channels you’re already using by rolling out Record channels . These are Slack channels that map to Salesforce records. When a rep creates a new opportunity in Salesforce, all the details of the record can automatically get added to a corresponding Slack channel that has all the team members working on the deal. When reps log activities and update the deal’s status, that information is updated both in the channel and the Salesforce record.

When the deal is closed, the channel archives itself, and the celebrations can begin! Record channels are a game changer because they bring Sales Cloud and Slack even closer together—the sales data and the selling conversations are available everywhere, improving visibility for the entire account team. By unifying the sales experience, it’s easier than ever to scale successful strategies, share knowledge, and collaborate on deal changes in real time, without ever having to leave Slack. 

Transform your sales org with Slack Sales Elevate 

Top sales leaders understand the power of having their teams, processes and CRM data together in one place. When you reduce the amount of time spent searching for information and resources, you and your team can focus on what’s most important: selling. But it doesn’t stop there. Slack makes it simple for you to socialize important updates and access important account information from anywhere, so you can empower your team to be successful. 

Want to learn more about Slack Sales Elevate ? Sign up for a live conversation taking place on April 30 about how Salesforce leaders are using Slack, Sales Cloud and Slack Sales Elevate to increase speed and drive sales performance, with me and Tony Kays, SVP of Sales.

Or reach out to our sales team to discover how Sales Elevate can transform your sales org.

• Productivity
• Workflow automation
• Professional development

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Mastering your workflow management system: a complete guide

A strong workflow management system automates tasks and streamlines processes so your team can focus on what’s most important.

A guide to successful workflow design

Learn the basics, best practices and process of designing effective workflows (and how Slack simplifies it)

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• Commerce Hub

Quote Software

Create and send sales quotes, collect electronic signatures, and receive payments from the same place you manage your deals.

Generate branded sales quotes in seconds

Collect payments and electronic signatures within your quote

Automatically populate quotes with information from your HubSpot Smart CRM

Impress buyers with instant, professional sales quotes.

Buyers value speed and efficiency in the sales process. Meet and exceed their expectations by providing quotes the moment they’re requested. With HubSpot's sales quotes software, you can send over beautifully designed sales quotes that match your company’s brand within seconds of receiving the request — ensuring you’ll stay fresh on your buyer’s mind.

Populate sales quotes with CRM data.

Click to enlarge

Collect payments and e-signatures.

Have questions? Give us a call and we'll walk you through it.

Related Resources

If you’re interested in quote software, these related resources may help.

Learn how to create a product library, deliver personalized quotes, and design a quote approval process.

Watch the quotes lesson

Explore how to use the quotes tool to create complete, informative quotes.

Read the create quotes article

See how managers can review and approve quotes before they're sent to prospects.

Read the review quotes article

Frequently Asked Questions

What is quote software.

Quote software helps you create and send quotes to customers interested in your product or services. Additionally, you can use the tool to create custom links such as itemized pricing, giving prospects the transparency they need to convert.

How much does HubSpot's quote software cost?

HubSpot’s quote software is available for free, with additional functionality and quote customization options included in Starter, Professional, and Enterprise editions of Commerce Hub.

What should I include in a sales quote?

What's included in your sales quote can vary depending on your clientele and offerings. However, most quotes include a combination of the following:

• Name and location of your business, along with other relevant business info
• Breakdown of total costs and deliverables
• Scope of work
• Legal terms and conditions
• Preferred payment methods
• Payment terms
• e-signature

What makes HubSpot's quote software popular?

Popular HubSpot quote software features include:

• Send quotes from within your commerce software without having to switch platforms
• Customize your quotes with your brand's colors and logo for a polished and professional look
• Seamlessly collect payments and electronic signatures with built-in functionality

How much time does it take to implement HubSpot's quote software?

Quotes are instantaneous to set up. Simply find a template that works for you and enter your content. Your team will be sending beautiful, well-designed quotes in no time.

Can I customize my quote?

HubSpot’s quote software features a visual template editor that allows you to customize your quote’s structure, colors, and imagery to match your business’s brand. Once you create a template, your team can edit and use it any time they send a quote to a new prospect. Additional customization options are available in Professional and Enterprise editions of Commerce Hub.

Popular Features in Commerce Hub

Quote software is available in Commerce Hub . Explore additional HubSpot features below.

Create up to 300 custom dashboards for your team based on any metric in HubSpot's marketing, sales, or customer service software.

Transform your business cards into CRM contacts in seconds.

Manage your sales process, outreach, and team collaboration on your phone.

Unite your marketing and sales teams with collaborative, intuitive ABM tools that create seamless buying experiences for your highest-value accounts.

Get complete flexibility and control to match your CRM data to your business.

Sync HubSpot with Salesforce for a fast, reliable, powerful integration between databases. No technical setup required.

Keep your team organized and efficient by ensuring every user has access to the right assets.

Harness the power of video across your marketing, sales, and service teams to provide actionable, personalized content to your leads and customers.

Forms, live chat, CRM , email marketing, and analytics built natively into WordPress.

Extend your inbound strategy to an additional brand's website.

Automate lead qualification and prioritize follow-up by scoring your contacts across thousands of datapoints.

Enable your users to log in quickly, conveniently, and securely using SSO.

Module 12: Managing Processes

Reading: scheduling tools.

Izmailovo Hotel complex, Moscow, Russia

As you might expect, operations managers find that complex processes involve complex planning and scheduling. Consider the Izmailovo Hotel in Moscow shown in the photograph at the right. Built to house athletes during the 1980 Olympics, the complex has 7,500 guest rooms and is the largest hotel in the world. Think about cleaning all those rooms—in four thirty-story-high towers—or checking in the thousands of guests. No small operation! Although the Izmailovo doesn’t produce a tangible good, it relies on many of the same operations management principles used in manufacturing to stay in business. To increase operational efficiency in complex processes like those of running a giant hotel, operations managers use three common planning tools: Gantt charts, PERT, and the critical path method (CPM).

Gantt Charts

A Gantt chart—named after the designer Henry Gantt—is an easy-to-use graphical tool that helps operations managers schedule the activities and determine the status of projects. Devised by Gantt in the 1910s, this chart illustrates the start and finish dates of the elements of a project. Modern Gantt charts also show the dependency relationships between activities. Although now regarded as a common planning technique, Gantt charts were considered revolutionary when they were first introduced.

Let’s look at a Gantt chart for producing a birdhouse. Suppose the following activities are required to build and package each birdhouse:

• Determine which birdhouse the customer has ordered
• Trace pattern onto wood
• Cut the pieces of wood from the birdhouse pattern
• Assemble the pieces into a birdhouse
• Paint birdhouse
• Attach decorations to the birdhouse
• Prepare a shipping carton
• Pack birdhouse into shipping carton
• Prepare customer invoice
• Prepare packing slip and shipping label
• Deliver carton to shipping department

Below is the corresponding Gantt chart:

Figure 1. Gantt Chart

As you can see, the tasks on the list are displayed against time. On the left of the chart are all the tasks, and along the top is the time scale. A bar represents each work task; the position and length of the bar indicate the start date, duration, and end date of the task. At a glance, we can determine the following:

• What the various activities are
• When each activity begins and ends
• How long each activity lasts
• Where activities overlap with other ones, and by how much
• The start and end date of the whole project

Gantt charts are useful when the production process is simple and the activities are not interdependent. For more complex schedules, operations managers use PERT, which stands for “program evaluation and review technique.” This is a method of analyzing the tasks involved in completing a given project, especially the time needed to complete each task and to identify the minimum time needed to complete the total project. PERT was developed primarily to simplify the planning and scheduling of large and complex projects. The key to this technique is that it organizes activities in the most efficient sequence. It can also help managers determine the critical path, which is discussed below.

Critical Path Method (CPM)

The critical path method (CPM) is a step-by-step technique for process planning that identifies critical and noncritical tasks in order to prevent time-frame problems and process bottlenecks. The CPM is ideally suited to operations consisting of numerous activities that interact in a complex manner. It’s often used in conjunction with PERT.

The essential technique for using CPM is to construct a model of the project that includes the following:

• A list of all activities needed to complete the project
• The time that each activity will take to complete,
• The dependencies between the activities and,
• Logical end points such as milestones or deliverable items.

Using these values, CPM calculates the longest path of planned activities (expressed in time) to logical end points or to the end of the project, and the earliest and latest that each activity can start and finish without making the project longer. This process determines which activities are “critical” (i.e., on the longest path) and which can be delayed without extending the overall project duration. Take a look at Figure 2, below. What was the critical path in our construction of a birdhouse?

Figure 2. Critical Path

Our critical path was the path that took the longest amount of time! This was sequence of activities that included the customer invoice and packing and shipping label (from the start to G to H), which totaled 180 minutes. The problem is that even if we were able to assemble and decorate the birdhouse faster, the birdhouse would just and wait for the paperwork to be completed. In other words, we can gain efficiency only by improving our performance in one or more of the activities along the critical path. 

Did you know…?

PERT was developed by the U.S. Navy. The Navy’s Special Projects Office devised this statistical technique for measuring and forecasting progress while they were designing the Polaris-Submarine weapon system and the Fleet Ballistic Missile capability.

CPM was first used for major skyscraper development in 1966 for the construction of the former World Trade Center Twin Towers in New York City. [1]

• Kerzner, Harold (2003). Project Management: A Systems Approach to Planning, Scheduling, and Controlling (8th ed.) ↵
• Revision and adaptation. Authored by : Linda Williams and Lumen Learning. License : CC BY-SA: Attribution-ShareAlike
• Moscow Izmailovo hotel complex evening. Authored by : Artem Svetlov . Located at : https://en.wikipedia.org/wiki/Izmailovo_Hotel#/media/File:Moscow_Izmailovo_hotel_complex_evening_(14575121847).jpg . License : CC BY: Attribution
• Gantt Chart. Provided by : Wikipedia. Located at : https://en.wikipedia.org/wiki/Gantt_chart . License : CC BY-SA: Attribution-ShareAlike
• Program Evaluation and Review Technique. Provided by : Wikipedia. Located at : https://en.wikipedia.org/wiki/Program_evaluation_and_review_technique . License : CC BY-SA: Attribution-ShareAlike
• Critical Path Method. Provided by : Wikipedia. Located at : https://en.wikipedia.org/wiki/Critical_path_method . License : CC BY-SA: Attribution-ShareAlike
• Homes for Sale. Authored by : Bennilover. Located at : https://www.flickr.com/photos/75885098@N05/32260033073/ . License : CC BY-ND: Attribution-NoDerivatives

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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.

Features of this template

• 100% editable and easy to modify
• 30 different slides to impress your audience
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• Includes 500+ icons and Flaticon’s extension for customizing your slides
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• Includes information about fonts, colors, and credits of the free resources used

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Related presentations.

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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

Startup pitch deck.

Pitch PowerPoint

BeMind Minimal Template

Explore PowerPoint Templates

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

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

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

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

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

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

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.

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

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.

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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

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.

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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.

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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.

Don't forget to share this post!

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

7 Types of Slides to Include In Your Sales Presentation

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

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

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

So what can you do to make your offer compelling?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Here are some further techniques used during the sales presentation:

Tactic #1: Use Simple Graphics

Use simple graphics to convey meaning without text.

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

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

Tactic #2: Use Icons

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

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

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

Tactic #3: Include Statistics

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

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

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

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

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

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

Before : Customer’s needs when they came on

After: What your company accomplished for them

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

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

Tactic #1: Use Graphics/Diagrams

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

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

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

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

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

Tactic #3: Use Visual Examples

Follow up your descriptions with visual examples.

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

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

Which is more effective for you?

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

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

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

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

Can you feel it?

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

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

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

Here are more tactics to inspire sales presentation ideas:

Tactic #1: Personalize Your Final Slide

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

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

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

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

Tactic #2: Pair Outcome Statements With Icons in Circles

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

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

Tactic #3: Include Specific Success Metrics

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

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

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

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

This means you need to cut to the chase fast.

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

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

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

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

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

Ever heard of the Focusing Effect?

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

Easy choice.

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

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

Tactic #1: Tell a Story

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

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

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

Tactic #2: This vs. That

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

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

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

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

Zuora tells a story by:

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

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

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

Tactic #1: Use Logos and Testimonials

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

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

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

Tactic #2: Include White Space

Pad your images with white space.

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

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

Tactic #3: Incorporate Hard Data

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

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

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

Psychology tells us that seeing colors can set our mood .

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

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

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

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

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

Tactic #1: Include a CTA on Final Slide

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

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

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

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

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

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

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

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

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

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by Delmer Black

March 27, 2021

by Thomas Hill

March 26, 2021

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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Home & House Stagers in Elektrostal'

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• Reach out to the pro(s) you want, then share your vision to get the ball rolling.
• Request and compare quotes, then hire the Home Stager that perfectly fits your project and budget limits.

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.
• Making repairs to address visible issues.
• Enhancing aesthetics with artwork, accessories, and lighting.
• Introducing new furnishings to update the style.

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
• Decluttering
• Furniture Selection
• Space Planning
• Art Selection
• Accessory Selection

Benefits of the home staging in Elektrostal':

• Attractive and inviting: Staging creates a welcoming atmosphere for potential buyers.
• Faster sale: Homes sell more quickly, reducing time on the market.
• Higher sale price: Staging can lead to higher offers and appeal to a wider range of buyers.
• Showcasing best features: Strategic arrangement highlights positives and minimizes flaws.
• Stand out online: Staged homes capture attention in online listings.
• Emotional connection: Staging creates a positive impression that resonates with buyers.
• Easy visualization: Buyers can easily picture themselves living in a staged home.
• Competitive advantage: Staging sets your home apart from others on the market.
• Affordable investment: Cost-effective way to maximize selling potential and ROI.
• Professional expertise: Experienced stagers ensure optimal presentation for attracting buyers.

What does an Elektrostal' home stager do?

What should i consider before hiring an interior staging company, questions to ask potential real estate staging companies in elektrostal', moscow oblast, russia:, find home stagers near me on houzz, business services, connect with us.

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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.

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. ...

Today's 11 jobs in Elektrostal, Moscow, Russia. Leverage your professional network, and get hired. New Elektrostal, Moscow, Russia jobs added daily.

Compare and find cheap flight tickets from Moscow (ZIA) to London (STN). Book directly with no added fees.

978 Presentations Designer Jobs in United Kingdom (6 new) Junior Communications Assistant Vivienne Westwood London, England, United Kingdom Actively Hiring 4 weeks ago Senior Presentation...

Search 21 Elektrostal' home & house stagers to find the best home stager for your project. See the top reviewed local home stagers in Elektrostal', Moscow Oblast, Russia on Houzz.

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On one hand, a sales presentation is designed to persuade potential customers about the value of your product or service. It typically includes detailed information about your product, its features, benefits, pricing, case studies, testimonials, and more. On the other hand, a sales deck is essentially a condensed version of a sales presentation ...

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