explain the sales presentation process

7-step sales process: When to use it and when to break it

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The 7-step sales process

• Prospecting
• Preparation
• Presentation
• Handling objections

If you are one of the 2.5 million employees in the United States working in sales, you know that even for the most natural salesperson, it can sometimes be difficult to turn potential leads into closed sales. Across industries, you need different skills and knowledge to prove to your potential customers that your solution is best for their particular problem.

As the old adage goes, “Learn the rules like a pro so you can break them like an artist.” Once you’ve mastered the seven steps of the sales process you might learn in a business class or sales seminar, then you can break the rules where necessary to create a sales process that may not necessarily follow procedure but gets results.

The textbook 7-step sales process

What are the seven steps of the sales process according to most sales masters? The following steps provide a good outline for what you should be doing to find potential customers, close the sale, and retain your clients for repeat business and referrals in the future.

1. Prospecting

The first step in the sales process is prospecting . In this stage, you find potential customers and determine whether they have a need for your product or service—and whether they can afford what you offer. Evaluating whether the customers need your product or service and can afford it is known as qualifying.

Keep in mind that, in modern sales, it's not enough to find one prospect at a company: There are an average of 6.8 customer stakeholders involved in a typical purchase, so you'll want to practice multi-threading , or connecting with multiple decision-makers on the purchasing side. Account maps are an effective way of identifying these buyers.

2. Preparation

The next step is preparing for initial contact with a potential customer, researching the market and collecting all relevant information regarding your product or service. Develop your sales presentation and tailor it to your potential client’s particular needs. Preparation is key to setting you up for success. The better you understand your prospect and their needs, the better you can address their objections and set yourself apart from the competition.

3. Approach

Next, make first contact with your client. This is called the approach. Sometimes this is a face-to-face meeting, sometimes it’s over the phone. There are three common approach methods.

• Premium approach: Presenting your potential client with a gift at the beginning of your interaction
• Question approach: Asking a question to get the prospect interested
• Product approach: Giving the prospect a sample or a free trial to review and evaluate your service

Dive deeper into the various sales approaches you can use to start a relationship off on the right foot.

4. Presentation

In the presentation phase, you actively demonstrate how your product or service meets the needs of your potential customer. The word presentation implies using PowerPoint and giving a salesy spiel, but it doesn’t always have to be that way—you should actively listen to your customer’s needs and then act and respond accordingly.

5. Handling objections

Perhaps the most underrated step of the sales process is handling objections . This is where you listen to your prospect’s concerns and address them. It’s also where many unsuccessful salespeople drop out of the process—44% of salespeople abandoning pursuit after one rejection, 22% after two rejections, 14% after three, and 12% after four, even though 80% of sales require at least five follow-ups to convert. Successfully handling objections and alleviating concerns separates good salespeople from bad and great from good.

In the closing stage, you get the decision from the client to move forward. Depending on your business, you might try one of these three closing techniques .

• Alternative choice close: Assuming the sale and offering the prospect a choice, where both options close the sale—for example, “Will you be paying the whole fee up front or in installments?” or “Will that be cash or charge?”
• Extra inducement close: Offering something extra to get the prospect to close, such as a free month of service or a discount
• Standing room only close: Creating urgency by expressing that time is of the essence—for example, “The price will be going up after this month” or “We only have six spots left”

7. Follow-up

Once you have closed the sale, your job is not done. The follow-up stage keeps you in contact with customers you have closed, not only for potential repeat business but for referrals as well. And since retaining current customers is six to seven times less costly than acquiring new ones, maintaining relationships is key.

Want to nail the sales follow-up process? Follow our tips.

Sales process takeaways: What’s important?

Now that you understand the basic seven stages of sales process development, you can begin to tailor them to your own product or service and customer base. Cut out steps that are unnecessary to your particular business and focus on your customer. You know the rules—now get ready to break them in ways that bring you closer to your customer and turn you from a sales professional to a sales artist.

Whatever approach you take, keep these fundamentals in mind:

Identifying the customer’s problem

You have a product or service you want to sell—now what? Anyone with a problem related to your area of expertise can be a potential customer. You'll need to dive deep into discovery work to learn each buyer's specific goals, needs, and pain points. 

Develop a solution for the customer

Once you have uncovered problems for your products to solve, tailor your offerings to fix those issues—and be prepared to explain how your product truly is a solution for the given problems. Sales engineers can use Lucidchart to visually demonstrate how their product or service solves client problems and makes their lives easier, such as the flowchart below.

Be persistent

Following up isn’t just for after the close to get repeat business. As stated before, most customers don’t buy right away. You have to handle objections and try, try, try again. This is where the seven-step sales process doesn’t account for repeated approaches, presentations, meetings, or phone calls where you handle objections. If it did, it might be a 13-step sales process or a 21-step sales process, or… you get the idea.

Bottom line: stay connected—set up a calendar for repeated contact with potential, present, and past customers so you're more likely to reach them when they're ready to buy.

What are the key steps in the sales process? Whatever your customers need them to be.

Once you’ve tried out a few different approaches, tweaking the original seven steps in the sales process to fit your customers better, document your successes so that you can follow the steps that work best and easily get new reps up to speed as they are onboarded.

Whatever steps you settle on, you need to document your sales process to ensure that sales reps follow it. Learn about sales process mapping.

Lucidchart, a cloud-based intelligent diagramming application, is a core component of Lucid Software's Visual Collaboration Suite. This intuitive, cloud-based solution empowers teams to collaborate in real-time to build flowcharts, mockups, UML diagrams, customer journey maps, and more. Lucidchart propels teams forward to build the future faster. Lucid is proud to serve top businesses around the world, including customers such as Google, GE, and NBC Universal, and 99% of the Fortune 500. Lucid partners with industry leaders, including Google, Atlassian, and Microsoft. Since its founding, Lucid has received numerous awards for its products, business, and workplace culture. For more information, visit lucidchart.com.

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Sales Process Explained: 7 Stages of the Selling Cycle

One of the main reasons a lot of people enjoy working in sales is for the freedom that the profession allows. Being charismatic, passionate, and enthusiastic is a considerable part of the job description.

With that being said, working as a salesperson also involves technical skills, as well as understanding a handful of selling methods and techniques.

One of the most fundamental processes that every business person needs to follow, in order to see a consistent success rate in sales, is the sales process.

A sales process is the sequence of actions that helps salespeople find their customer base, make their product presentation, and ultimately, close deals.

This guide will introduce you to the seven stages of the sales process and how you can effectively put it to motion for your own business.

Read along, to learn:

What Is the Sales Process?

Why is the sales process important, the 7 steps of the sales process, how to use a crm for sales process automation.

The sales process refers to the step-by-step, logical actions a salesperson takes, to eventually lead potential customers towards buying a product or service.

The sales process is generally made up of 7 steps.

At each of these steps, the salesperson tries to push leads and potential customers further down the sales funnel.

Some of the tools that salespeople use to convince potential customers to make a purchase are advertising, promotional offers, cold calling/ emailing , content marketing , and more.

Now, it’s important to understand that what makes a sales process a process is documentation.

If your salespeople all have different ways of closing deals and nurturing leads, then it will be hard to document each employee’s knowledge. And once those employees leave the firm, their knowledge and expertise leaves with them.

Additionally, not having a documented sales process makes training new employees harder, and therefore scaling your sales efforts even harder.

Documenting your sales process isn’t hard. You can use three methods: pen & paper (the traditional way), flowcharts, or dedicated sales software (CRM).

Ability to Scale Sales

Businesses with a predefined sales process see 18% more revenue growth than those without one. That’s because, without a process in place, deals are simply marked as a win or loss, and there’s hardly any measurable data to show which specific actions are working or failing.

Whereas continuously keeping track of your sales on a customer management system (CRM), provides you with a lot of valuable insights, that can be analyzed to identify improvement possibilities.

For instance, you can easily understand at which point in time your deals are getting stuck or slipping away, just by looking at the data reports of your sales process.

These reports can then be further analyzed and reviewed, to identify the root problem, brainstorm solutions, and adjust the necessary improvements.

If you want more tips on how to increase your business’ sales, check out our full guide on small business sales .

Predict Future Sales

A repeatable sales process makes it simpler to predict your future results.

You can get insights on your average win rate, focus on prospects and leads proven to deliver more business, forecast how long each stage of the process will take, and overall go through the process faster and more efficiently.

Faster Employee Training

Having a standardized sales process makes the training of sales representatives a fast and simple process, as you can show them almost exactly what actions to take in various sales situations.

As a small business owner, this can take a lot of weight off your shoulders, and give you extra time to focus on other business operations.

When talking about the sales process, keep in mind that there are countless variations of the process in terms of the number of steps and nomenclature of these steps.

The strategy behind it, however, remains the same, and businesses adapt to it according to their specific products and services.

In this guide, we will be breaking down the process into 7 steps, which include planning and preparing for a sales presentation, the presentation itself, closing the sale, and following up to ensure customer satisfaction.

1.  Prospecting For Leads

Prospecting is the process of identifying potential customers and buyers. It’s the very first step in the sales process because, in order to market something, you must first have a fitting audience for it.

An important part of prospecting is creating an ideal customer profile (ICP) that you’ll be selling to. An ICP basically contains descriptive information about your target audience, such as their demographics, interests, behavioral traits, personal background, how you’ll reach out to them, and more.

Once you’ve got your ICP figured out, you can look for potential prospects and leads.

Now, it’s important to note the differences between a prospect and a lead, as the terms shouldn’t be confused.

Leads are the names and identities of the individuals, businesses, and other potential buyers who have expressed interest in one of your goods and services. This interest can be seen as them visiting your company website, subscribing to your blog, signing up for a free trial, commenting on social media, and so on.

Once a lead has been qualified and aligns with your target audience and buyer persona, they can then be considered a prospect. We will talk more about how this qualification is done as we go along, as it is a crucial part of the third step in the sales process.

2.  Contacting Prospects

After you’ve found your group of leads, it’s time to make the first contact. The goal of this contact is to hopefully set up a more formal meeting, in the near future.

The communication channel you decide to contact them through depends largely on what stage of their buyer journey they’re in.

So, say for instance your lead is navigating through your website for help, and looking at the related FAQ section. At this point, your potential customer might not be looking to make a purchase just yet. That’s why in this scenario, it would be best for you to reach out to them via email, rather than trying to set up a face-to-face meeting.

But if your lead has submitted a query, or is requesting a product demonstration, that’s a clear indicator that it’s time to step it up and maybe give them a phone call.

After choosing a communication channel, pay close attention to the way you present yourself and the product in this interaction.

Tailor the key benefits of your good or service for each prospect, and try to express a sincere desire to solve their problem, and satisfy their needs. If you’re sending a message or email of any kind, use clear, descriptive language, proper punctuation, be concise, and end it with a friendly closing note.

3.  Qualifying Leads

After you’ve had your handful of sales calls, and some of your leads are interested in learning more, it’s time to dig into research and decide which of these buyers qualify as prospects.

Now, there are multiple ways you can go about this, but as a start, try to focus your analysis around answering these three main questions:

• Does the prospect have enough money to buy?
• Does the prospect have the authority to buy?
• Does the prospect have the desire to buy?

A simple way to remember these qualifying questions is to think of the word MAD, which stands for Money, Authority, and Desire. So, when in doubt, remember to focus on people that are MAD.

Want to learn more about how to effectively qualify leads and easily sift through the unqualified ones? Then, head over to our guide on understanding the sales funnel .

4.  Presentation

Now, it’s finally time for your presentation, also known as your sales pitch . The presentation is a continuation of the initial contact, and its main goal is to provide the prospect with as much valuable information as possible and persuade them into buying.

Presentation approaches vary and are usually customized to the unique interests of each prospect.

With that being said, regardless of the method of presentation, it’s important you always touch upon the following topics:

• Your product. Fully discuss its features, advantages, and benefits.
• Your marketing plan. If you’re presenting for a wholesaler or retail company, suggest ways on how they can resell your product. For end consumers, talk about how they can use it.
• Your business proposition. This is the value of your product to its cost. Try thinking of the answer to the question “What’s in it for the customer?”

Another key part of the presentation you need to pay attention to is body language. Just as you’re studying your prospect for any buying signals, they are carefully watching your movements and mannerism and looking for sincerity. And yes, this applies to online presentations via Zoom or Hangouts too.

Smile, make eye contact, keep a confident posture, and try to radiate only green signals to show the customer that you’re prepared and that you care.

5.  Address Objections

The road to success is always under construction. That’s why you shouldn’t be discouraged if your prospect has some resistance or objections regarding the product or the terms of your offer.

Here are some helpful tips you can use, to handle objections properly:

• Plan beforehand, by considering any reasons the prospect wouldn’t be interested or benefit from your product. Figure out ways to overcome these disadvantages, and structure your presentation in a way that minimizes the possibility of them arising in the conversation.
• Listen all the way through , and show sincere interest when they’re speaking. One big mistake salespeople make is leaping on an objection before the prospect even has the chance to finish their thought.
• Keep it friendly, and don’t take the objection to heart. Attempt to respond in a way that’s respectful to avoid appearing hostile.
• Be realistic. No product is without a fault or drawback. Acknowledge hopeless disadvantages when they’re brought up, and move forward with the conversation by putting the focus on the major benefits of your product.

6.  Closing the Sale

A big part of closing a sale is knowing how to read buying signals.

A buying signal can be anything that hints prospects are being convinced to purchase your product. If they relax and become friendlier, ask questions about your return policies or payment terms , or pull out an order form, it may be time to move towards the close.

A second, really important part of the closing process is the closing technique you use to ask the buyer for the order.

One of the most effective closings is called the alternative-choice close. With this approach, you don’t give prospects the option of buying or not buying, but rather you just ask how many, or which item they would prefer. Take, for example, a salesperson who asks: “Which would you like - the red or the blue necktie to go with your suit?”.

Another closing technique is the assumptive close, which assumes the prospect will buy. It can be made with statements such as “I’ll have this shipped to you in a week”.

For more effective sales techniques that lead to a fast close, head over to our guide on sales strategies .

7.  Follow-Up

As a business owner, you work hours, days, weeks, and sometimes even months to convince prospects into becoming customers. To prevent the sales process from ending with just one sale, it’s important that you follow-up and make sure your customers are satisfied.

Here are some practical actions you can take that go a long way in maintaining great customer relationships:

• Keep your word. If, for example, during the closing process you promised to offer an early payment discount, make sure to include that discount when sending the invoice . Failing to do so can destroy the relationship in an instant.
• Respond to complaints. Nothing shows that you value customers like being responsive, and listening to their needs. If a customer is dissatisfied with your service for an honest reason, such as being delivered the wrong size, color, or quantity, always compensate them.
• Be appreciative. Send personalized holiday or special occasion cards, annual birthday emails, mail clippings that may interest them, so that they are aware of your appreciation.

A very big part of the sales process can be automated with the help of CRM (customer relationship management) software, like Deskera.

Deskera CRM equips your business with an intuitive platform that gives you full visibility across all stages of your sales process.

Through the Deals dashboard, you can split up your leads by status, and be aware of which stage any given prospect is, in real-time. You can also add notes, documents, and email conversations to these stages, and mark them as won or lost once the process is over.

The software then uses the data stored to automatically generate reports and provide you with valuable insights into how your sales process is going. View loss and won statistics, monitor your sales team’s progress, keep track of upcoming activities, and more, in one dashboard.

The best part?

Deskera CRM is integrated with both payroll and accounting software so that you can get a complete 3-in-1 enterprise tool, and take full control of your small business management, through one platform.

Take control of your workday, and start automating with Deskera, for just $149 a year.

Give the software a try right away, by signing up for our free trial . No credit card details necessary.

Wrapping Up

Understanding how the sales process works is one of the most important steps to becoming a successful business owner. Not only does the process help you generate more revenue and locate improvement possibilities, but it also paves the way for healthy, long-term relationships with customers.

Here are some of the key takeaways of our guide, you should always keep in mind when putting your business’ sales process into motion:

• The very first step of the sales process is prospecting, and it includes searching for potential leads to reach out to.
• The second step involves making the first contact with these leads, to hopefully set up a more formal meeting, in the near future.
• After some contact, you have to qualify leads into prospects by looking for customers that have MAD (money, authority, desire).
• Once you’ve qualified the right prospects, it’s time to make your sales pitch, where you describe your product, marketing plan, and business proposition. Some objections may arise during or at the end of the presentation, so remember to listen to these all the way through, and always respond respectfully.
• If everything else is done right, closing the sale comes naturally. Try to look for buying signals, and then, ask the buyer for their order.
• The sales process doesn’t end with the sale. You have to follow-up and make sure your customers are satisfied, so that the customers continue to purchase from your business.
• Almost every step of the sales process can be automated by using CRM software like Deskera.

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

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

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

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

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

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

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

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

10-Step Ultimate Sales Presentation

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

1. Prospecting

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

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

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

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

2. Pre-approach/Planning

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

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

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

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

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

3. Approach

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

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

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

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

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

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

Approach Example

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

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

4. Presentation

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

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

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

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

5. Trial Close

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

The trial close allows the salesperson to determine:

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

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

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

Trial Close Examples

Examples of a simple trial close include,

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

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

6. Determine Objections

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

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

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

Determine Objection Example

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

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

7. Handle Objections

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

There are four important points to consider when handling objections:

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

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

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

Handle Objection Example

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

8. Trial Close

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

Trial Close Example

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

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

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

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

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

Close Example

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

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

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

10. Follow-Up and Service

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

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

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

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

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

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

The Ultimate 10-Step Sales Presentation Series

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

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

Join the Conversation

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

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

Category: Salespeople

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23 Foolproof Sales Presentation Tips to Help You Close More Deals

Table of contents

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

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

You’re not alone. 

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

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

In this guide, we’re going to discuss,

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

So let’s dive right in.

What is a Sales Presentation?

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

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

Related : 12 Most Helpful Sales Report Templates for Teams

6 Types of Sales Pitches and Presentations

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

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

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

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

The One Word Pitch 

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

The Social Media Pitch

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

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

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

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

A Full-Blown Sales Presentation

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

Written Sales Presentations

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

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

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

What Should Be Included In a Sales Presentation?

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

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

Your sales presentations should also consist of:

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

Related : SMART Sales Goal Examples from 30+ Sales Professionals

23 Sales Presentation Tips to Help You Close More Deals

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

And here’s what they said.

Express your interest in working together

• Give hard copies of the sales presentation 

Leverage stories

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

• Incorporate videos

Drive the no’s

• Don’t hard sell

Prime your prospects before selling

Solve your prospects problems, wear your confidence.

• Personalize it for your client

Know their competitors

Keep it succinct.

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

Demonstrate your product\service

End with a clear cta.

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

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

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

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

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

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

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

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

Step 1: Get the template 

Step 2: Connect your HubSpot account with Databox. 

Step 3: Watch your dashboard populate in seconds.

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

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

Give hard copies of the sales presentation

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Incorporate videos 

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

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

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

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

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

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

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

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

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

Don’t hard-sell

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

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

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

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

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

That will cause one of two outcomes.

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

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

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

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

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

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

And did this strategy work for her? 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Personalize it for the client

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

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

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

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

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

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

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

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

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

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

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

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

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

Make it conversational 

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

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

Sell your brand, not just the product

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

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

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

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

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

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

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

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

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

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

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

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

Wrapping up

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

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

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

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

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

Get practical strategies that drive consistent growth

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The Ultimate Guide to Sales KPIs and Metrics – 43 KPIs You Should Track in 2024 (+ Dashboard Examples)

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Home Blog Business Crafting an Effective Sales Presentation: Strategies for B2B Sales Teams

Crafting an Effective Sales Presentation: Strategies for B2B Sales Teams

In business, sales keep the lights on, the paychecks paid, and the stakeholders happy. But if your sales presentations—and you, the sale professional behind them—aren’t stepping up to the plate, your competitors are making the sales that you’re not.

In sales processes, sales presentations are unavoidable. You can turn the unavoidable into uplifting discussions that improve your buyer’s work life. Switch your boring, repetitive slides with personalized solution-driven conversation starters. Add value to how you sell, and supercharge your presentations.

This guide is for sales professionals who want to improve their sales presentations. We cover what goes on your slides plus what’s behind the scenes, you! 

Let’s get started.

Table of Contents

Why are Sales Presentations important?

B2b sales presentation vs. sales pitch / pitch deck, types of sales presentations.

• How to Prepare a Sales Presentation

How to Develop a Visual Sales Presentation

How to deliver a sales presentation, follow up after a sales presentation.

• 6 Tips to Supercharge Your Sales Presentations

Closing Thoughts

What is a sales presentation.

There is a common mixup in terms of defining a sales presentation, as people instantly associate the event with the tool used to deliver the presentation.

In practical terms, a sales presentation is a short meeting where a sales-intended slide deck is designed to sell a product or service. More holistically, a sales presentation is a transference of feeling between a sales professional and a prospect. 

A sales presentation is an essential part of the typical sales process . At different touchpoints with the buyer, sales professionals use tried-and-tested techniques in their sales presentations to persuade and convince a prospect to close the deal. 

Without sales, there is no business. Sales bring in revenue and profit for your company, helping it grow and positively impacting more people. And what’s behind the sales? Sales presentations and the sales professionals that spearhead them.

In B2B, sales presentations are the conduit to successful business communication. Your company sells what another company needs. The salesperson and the decision maker communicate, and if it all works out, there’s a sale that’ll hopefully benefit everyone. 

A sales presentation and pitch aren’t the same, although closely related. A sales pitch is a type of sales presentation. Pitches are generally used at the top of the funnel in the sales process; they bring people in.

A sales presentation can be used at any touchpoint with the buyer; their progression through your funnel and process will mandate what type of sales presentation you need.

This guide covers sales presentations as a category; if you’re looking for pitch decks , here are our favorites.

As a sales professional, you create all styles of sales presentations. Your choice depends on what level of the sales process you’re on, what you’re selling, your prospects’ needs, and the company’s selling framework. 

These are some of the most common sales presentation types concerning what’s being sold:

• Product: A product sales presentation showcases a singular product (physical or digital) to solve a specific problem. You are paid to provide products.
• Service: A service sales presentation shares why your prospect needs your service. You are hired (paid) to provide a service.
• Project: A project sales presentation attempts to close the deal to start a project that involves an exchange of money. You are hired (paid) to spearhead a project and finish with deliverables.

Regarding sales presentation styles and their placement in the sales process, you have three options:

• Informative: Informative sales presentations are at the top of the sales funnel or process. You share information about what you sell in a relatable language for the buyer—no call to action yet.
• Persuasive : In a persuasive sales presentation, you remind the buyer of the information and add how what you sell solves their problem. 
• Reminder : A reminder sales presentation reminds buyers of their interest and brings them back into the buying frame of mind.

How to Craft a Sales Presentation From Start to Finish

Selling guru Zig Ziglar always said that your sales presentation is an extension of you as a person. Your personality must come through positively through your slides and speech, creating a feeling of trust with the buyer. 

In this section, you’ll find the ultimate guide to crafting a sales presentation from start to finish. We’ll use a case study as a foundation for every step of the sales presentation creation process. 

The buyer is a large manufacturing factory looking to outsource services or buy a product that will help them monitor production data. Currently, they manage a complex tech stack that involves different software solutions. This system proves inefficient; it takes too long to export reports, and operators regularly have issues introducing data or troubleshooting error codes. 

They need a solution that will be efficient, save time, and avoid operator frustration. Likewise, they also need the system to be in one place, replacing all the components of their previous tech stack.

You, the sales professional, work for an AI-based SaaS that offers production and manufacturing dashboards. Everything is powered by a cloud-based application that is accessible 24/7 through PC, tablets, and smartphones. The information is fetched from the machines through sensors paired with cameras that sync the information for easy troubleshooting.

Your company has three years of experience in the market, with several customer success stories regarding energy management, increased production output, and reduced waste production—all thanks to implementing your production and manufacturing solutions. You aim to upscale the company’s operations, securing a deal with a large corporation. Hence, the sales presentation to close the deal.

To help you navigate the sales presentation journey, we’ve separated this section into four categories that lead to each other. 

• Preparation
• Development
• Continued Communication

How to Prepare a Sales Presentation 

A lot of work goes into preparing a sales presentation. You’re not just designing the slides for the deck but also preparing yourself for an impactful conversation. 

Before designing slides or writing speeches, you must strategize the sales presentation according to your client’s needs and your goals as a sales professional. Think of their needs and address them clearly.

Here are some questions to answer:

• How can you best communicate a solution for their needs while building trust?
• Where in the sales process are you with this client? Is the purpose of this presentation to inform, persuade or remind?
• Is there a sales playbook or guideline available to help you stay within company selling procedures?
• How can you get to know the prospect better before presenting?

Planning 

Always think of both the slides and the speech as an inseparable pair. If you can’t visit the prospect in person, prepare for a virtual call. 

Here are some planning stage actions.

• Meet with the buyer to have a conversation about their issues. Book a call with them to deliver your presentation.
• Use a Gantt Chart template to organize your timing for preparation and development.
• Visualize a roadmap of the ideal sales process with your prospect and aim to achieve it.
• Schedule time in your calendar to practice your speech.
• Research the buyer’s particular pain points. Did any of your existing clients have the same paint points? How did your service solve them? Have case studies on hand to share with the prospect.

Connecting 

A large part of a successful sales presentation is the human connection you create with the prospect or buyer. As you communicate with the potential buyer, build a relationship. You want this buyer to buy and become a loyal customer and, eventually, a natural promoter.

The manufacturing company that needs your dashboard solution has specific pain points, which they shared during the initial call. Use them as conversation points to connect on a deeper level. Depending on your personality, you can use humor, empathy, or other psychological tactics to connect meaningfully and honestly.

Developing a sales presentation involves putting the content together for the slides and speech. Presentation slides aren’t your speech in written form; they’re supporting material. Ideally, share the visual presentation before and after you talk with them; this helps reinforce the message by imprinting the conversation in their minds.

Write the Content

Your monitoring dashboard company has the solution the manufacturing factory needs. You know this, but they aren’t quite sure yet. They need to buy from someone, and it could be anyone. Use the power of communication to be the one they buy from. 

Here are some tips for writing and developing the content for your presentation. 

• Create a double outline with two columns—one for the slides and one for the speech. Match the presentation slide to your speech, but don’t make them exactly the same. The slide has to support what you’re saying, not repeat it.
• Write the speech as if you were talking to the prospect. Think of questions they might ask and write down the answers.
• As you work through the writing, develop one-liners to bring the message home for the buyer. 
• Use specific examples. In this case, the manufacturing enterprise needs a custom dashboard for its production monitoring. Write down reasons why your offer solves their most significant problems and issues. Why did they start looking for a custom dashboard solution in the first place? Knowing the buyer almost intimately is essential so that your offer sells itself.

Structure the Presentation

The two most powerful parts of your presentation are the opening and the ending. Everything in the middle is a filler that the prospect might or might need to pay more attention to. 

Start with your best shot, the point you feel has the most persuasive power. Then use your second-best shot for the ending. 

Here’s a rundown of sections that’ll help move along the conversation. Each section can be one slide, or it can be a few.

Personalized cover and intro . A personalized cover on a sales presentation deck makes a positive first impression and interest for the rest of the slides. By now, you should know the company’s name, the buyer’s name, and their role in the company. Include them on the cover with a prefix like this:

• Prepared for: Name of buyer, role, company.
• Prepared by: Your name, your role, your company.

On the opening slides, reintroduce what your company offers. Only some members on the client side know the specifics involved in the deal. Present a quick reminder of what your company does. This is the perfect opportunity to share your elevator pitch, your best shot.

Problem / Solution Analysis . Be specific. You already know what they need from you, but they don’t. Sell the solution confidently by being specific about how your custom dashboard service will solve their monitoring pain points. 

Here’s how to do it: Start by presenting the problem given to you by the company. Visually display the reports you obtained from the buyer. Then, present an analysis crafted by your team. Show how specific pain points are solved by displaying real and projected data.

Share your perspective on the issue, and bring up potential trouble points the customer may still need to spot. Conclude by introducing “the solution” with accurate data and projections.

The Cost of Doing Nothing. Use data to show how your solution will not only solve their immediate problem but also in the future. Visually explain how choosing not to buy your dashboard service—doing nothing, staying the same—will cost more than you’re asking them to invest. Using clear calculations, explain how if they stay as they are, not only will they end up wasting more money than if they had bought the dashboard system, they’d be in deeper water and still without the dashboard. 

Your solution instantly solves the cost of doing nothing or staying as they are. Returning to the custom dashboard sale example, let’s say that after the estimation analysis you present, the buyer sees an increased OEE (Overall equipment effectiveness) by 30% in the upcoming four months after the production monitoring software pinpoints the bottlenecks in production. That’s enough information to make the sale!

Real Referrals

Go beyond the testimonial quote and share real referrals from clients whose pain points you solved with custom solutions. Keep a file of case studies, testimonials, and social media mentions ready to add to any presentation.

Create internal case studies if your company is relatively new and you have few referrals or testimonials. Use your product or service to solve your company’s pain points and document the process. Through quality video presentations , your company can also expose insightful information if your referrals aren’t enough, as said videos demonstrate the operational aspect of the product or service you intend to sell.

Regardless of the background, this section aims to increase credibility and authority. Use real data in clear visualizations to showcase gains like ROI and production. Ensure that what you share makes an impact. Storytelling techniques come in handy at this point.

The pricing slide is optional

The slide with pricing is optional. Generally, fixed pricing is more apt for a slide in a sales presentation template . Flexible or complex pricing needs more than a slide. 

Putting the case study as an example, the buying company has 30 product lines but wishes to conduct a trial run for the software solution you are selling them, on 5 product lines for 90 days. Based on the initial results, they will gradually upscale the service. 

In a case like this, the price negotiation is managed by both companies’ financial departments, where accurate quotations are handled. On the slide, you can link to the spreadsheet where calculations are conducted, but you can leave detailed calculations out of the conversation completely. 

Closing  

Thank everyone that attends the call or meeting. And also, include a Thank You note on the last slide. Use your second elevator pitch , the second shot, at this point. Leave the ball in the buyer’s court and make it easy for them to buy. Close the sale by agreeing for your financial team to contact theirs.

Include all forms of communication on that slide with hyperlinks to call you on the phone or get in touch via email.

Design the Slides with Visuals

Designing the slides means putting it all together into a set of slides that flow along with your speech or recorded video-over. We won’t go too deep into this point, but be sure it’s important! Here are some essential things to achieve when designing slides:

• A balanced layout on all slides.
• Harmonious transitions from slide to slide.
• Visual unity between slides.
• A unified color and font scheme.
• Licensed visuals, videos, and images.

This is what your sales presentation can look like.

Save Time With Templates

PowerPoint Templates are the ultimate timesaver for anyone creating presentations. Not only do they save time in development and production, but they also help with visual consistency and flow. Using predesigned templates where you only need to change the content and the colors is ideal for someone with minimal design skills or limited time. FYI, even designers use templates.

Presentation delivery is more important than all the other steps combined. At the point of delivery, your goal is to convince and then persuade the buyer that your solution is worth investing in. 

Practice your Speech

At this stage, top-performing sales professionals stand out from the rest. A memorized speech and perfect slides won’t make the sale; YOU will. The entire transaction depends on you and how you connect with the buyer.

Here are some tips on how to turn a speech into a conversation that will lead to a close.

• Develop and train your voice. Simply memorizing information isn’t going to make sales; you need to practice voice inflection and change of pace. Don’t discount taking speaking courses to improve your skills.
• Record yourself practicing and play it back. Take notes on what you can improve and what can be discarded. 
• Ask peers and colleagues for feedback.
• Always keep improving from every sales presentation.
• Practice for many scenarios; standing in front of a group, sitting at a table next to people, via virtual call.

Remember that all this work you’re doing is for the prospect’s benefit. Don’t talk at them; talk with them. Don’t deliver your presentation dryly or rushed; give yourself and each other time to converse.

Distributing Presentations Digitally 

You won’t always be able to visit the prospect in person. Practice delivering the sales presentation and speech on camera. On some occasions, you won’t be able to meet the prospect. In this case, create the presentation and then record yourself presenting on each slide. Use tools like Loom or Nimbus to record yourself while presenting the slides.

Body Language

It is imperative to be mindful of your body language when delivering a sales presentation, as also interpret your customer’s body language signals. In corporate environments, the interactions between buyer and seller are carefully handled in terms of speech, documents, and deals, but our bodies are able to convey our true feelings about a situation without us even realizing such a fact.

Eyes are a window to the soul, and where a spectator places their focus is usually their main point of interest. If the audience is looking at you, their interest is targeted to what you are disclosing. On the other hand, if you perceive the audience is looking at a distracting element or at no specific point, like gazing at the horizon, then you should revive the presentation with a hook or introduce a surprise element. Constant staring is considered an intimidating practice in Western cultures, so avoid being too forward when speaking to your client. A good ratio of eye contact for sales is between 55-65%.

Anxiety can manifest in multiple shapes, such as toe tapping, pursing lips, unstill hands, or continuous neck movement. Drumming fingers is a common sign of impatience as if your content isn’t relevant or boring to the audience. Playing with desk elements, doodling, or looking at the smartphone are signs of boredom and annoyance. Keep extra care if you see attendees leaning into their arms, as it is a clear sign of a desire to leave the meeting.

When delivering a sales presentation, avoid common non-verbal communication mistakes such as:

• Hands in pockets : It suggests a lack of transparency in the information disclosed.
• Arms crossed close to body : Protectiveness against the audience.
• Posture : Slouching your back is a no-no unless you have any kind of proven physical limitation. Otherwise, it transmits a lack of interest and an unprofessional look.
• Watching the clock : While it is okay to be mindful about the remaining time available in a sales presentation, watching your clock can be felt as if you want to run away from the room as quickly as possible.

The type of follow-up after a sales presentation will depend on if you closed or not. Hopefully, by this point in the relationship with your prospect, a follow-up will come naturally through a few emails or calls. Keep the conversation going and share compelling content and data to help them finalize the deal.

If you close on the sales presentation, the follow-up will be more about financial exchanges. Nevertheless, keep communicating with them and let them know you are always available to discuss whatever they need. 

6 Tips to Supercharge Your Sales Presentations

To succeed in high-profile sales, go beyond the basics to make your presentations close on business deals, increase conversion rates and build meaningful business relationships.

1. Be actionable

At every point in the sales process, ensure the prospect knows where they stand. Expose the next steps in the sales negotiation through conversations and email. Share the sales process with prospects at first contact, letting the buyer know you’re not hiding anything. 

Don’t take the negotiation like a closed deal from the start. The buyer is the one that ultimately makes the decision, but that doesn’t mean you have to put pressure on them. Instead, be actionable and help the buyer make an informed decision that will benefit their company immediately and in the future. Show them how easy it is to take action and close the sale.

2. Presenting the Cost of Not-Doing

When prospects push back, they still don’t see the full value of what you’re offering in terms of what it will cost them if they don’t close the sale. This is why including data visuals and convincing information about the Cost of Not-Doing is a critical angle for your slides.

Use storytelling with numbers and data to create a sense of urgency. Take a cue from Zig Ziglar and his view on the topic, “The fear of loss is greater than the desire for gain.” Present the cost of not-doing as a non-action, leaving everything the same. Continuing with ineffectiveness only results in loss of profit, wasted time, and disgruntled factory managers.

3. Show Empathy Over Sympathy

In sales, it’s all about the attitude you bring to the table when doing a sales presentation. Not only do you have to believe that what you sell solves problems well, but you also have to believe that what you sell is helping people by making their job easier. Therefore, you’re making their lives better. 

In the case of your software company creating a custom dashboard, the buyer’s pain points are:

• Their current tech stack is inefficient.
• Reports take too long to export.
• Troubleshooting is a mess.

Go a step further and ask the buyer what happens when the reports take too long, or the troubleshooting could be smoother. Highly likely that there’s downtime in production or reporting. And what does that lead to? Frustration. And manager frustration leads to negative attitudes toward employees, leading to complaints. 

Show the buyer how your solution doesn’t just help monitor production but also makes your managers and employees more content with work. When employee satisfaction increases, it leads to employee retention. In the opposite scenario, there are unhappy managers and higher employee turnover.

4. A Good Image Across Your Slides 

Just as your appearance influences your sales career, so do the presentation slides you prepare, develop and deliver. It starts with the visual aspect and the design of the presentation as a whole. Here are some best practices to follow so you can achieve a good, professional image all around. 

• Have an offline format for the presentation. Have it on a USB stick, not online.
• Be ready for any kind of question.
• Ensure the presentation is compatible with viewing on different formats; tablet, laptop, mobile, PC, or projector.
• Use catchy, engaging, branded visuals like infographics slides , illustrations, data visualization, video, and voiceovers .

5. Presenting ROI Projections

When deciding which data to visualize, put ROI projections at the top. Showing projections and visions of the buyer’s success increase the chances of closing the sale. This technique is the opposite of showing the cost of Not-Doing. 

With ROI projections, you put the buyer in a privileged position. You show them how much they will gain from their investment. Go further and project how long it will take to repay the investment. Hopefully, it’s not very long!

6. Be on Brand

The content and visuals on your presentation slides must reflect the company’s brand with a compelling narrative. We already mentioned the importance of believing in your product or service. Take it further and believe—and stand behind—the company brand’s values, mission, and vision. 

Aligning with the company’s values will help you see the sales process as a way to grow the brand you work for and your career as a sales professional. Craft the sales presentation with this in mind, and take your sales career to the next level with every close you make.

Your role in a sales presentation is to embody the brand, the product, or the service, as the best and only solution to the buyer’s pain points. Craft and practice your messaging to reveal how the buyer’s situation will improve once they close. 

Use SlideModel templates for full deck presentations, individual slides, and design element collections to help craft sales presentations that convert. Choose the perfect data visualizations and infographics to share the Cost of Not-Doing. SlideModel has your back.

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What Is a Sales Presentation? Definition, Tips, and Follow-Up Tasks

Sales presentations let you communicate with customers in a highly memorable and persuasive way. But exactly what is a sales presentation? 

A sales presentation involves more than just a simple pitch; it’s a more complex method of explaining your product or service to a customer and demonstrating its value. 

In this article, we will explain how presentations fit into the sales process, discuss ways to make them more effective, and cover crucial follow-up tasks.

Key Takeaways

• A sales presentation is a pitch or demonstration given by a salesperson to potential customers to persuade them to buy a product or service.
• Sales presentations demonstrate the value your product offers the customer through in-depth information, data, customer reviews, visual aids, videos, statistics, demonstrations, and more.
• Key sales presentation tips include researching customer needs, tailoring the presentation to each customer, and pitching a compelling story.
• After a presentation, you should thank the attendees, follow up with additional information that addresses any objections or questions, schedule a follow-up phone call or meeting, and keep in touch to help solidify the sale.

What Does a Sales Presentation Mean?

How do sales presentations fit into the sales process, sales presentations vs. sales pitch, start by researching, craft a strong introduction, tailor your presentation to the customer journey, highlight key points backed by data, bring your product or a visual aid, use a template, what to do immediately after a sales presentation.

A sales presentation is a pitch or demonstration given by a salesperson to potential customers in order to persuade them to buy a product or service. But a sales presentation is more than just a sales pitch. It takes your customer on an experience that aids them in understanding how you can meet their needs and requirements.

Presentations also offer the opportunity to explore and build customer relationships by providing tangible success stories or positive customer reviews that can help boost your credibility. However, presenting this information to customers effectively and captivatingly is crucial for your success.

Sales presentations are typically used when introducing products or services to prospective clients to facilitate better business deals. This could involve giving further background about your company’s offerings and showcasing awards your company’s work or product range has received. A well-crafted sales presentation will let your potential buyers know why they need what you’re offering.

Sales presentations are part of the larger sales process that typically happens toward the end of the sales cycle . The sales process begins with a sales rep researching a potential customer’s needs and preferences, preparing your product or service to meet their needs, and building a relationship with your customer over time.

In the early stages of the sales process, you might communicate with your customer over email or through website visits. Later on, you might have meetings or other more direct communications.

As you near the end of the sales cycle, the time for delivering a sales presentation approaches. This is when your customer has already established that you have something of value to offer, and they’re ready to learn more.

Your presentation should provide a detailed overview of how your products can meet their current needs while enabling them to easily view features and benefits in one place.

It’s common for people to think that a sales pitch and a sales presentation are the same thing. However, while they may seem similar, these two approaches have significant differences.

Sales pitches are often standardized, are not tailored to the unique needs of a specific customer, and don’t require any research into the customer’s pain points. For example, a sales pitch is usually characterized by one-way communication. During a sales pitch, you are focused solely on selling your product or service to the customer without any exploration of their needs or interests.

A sales presentation, on the other hand, encourages a more interactive dialogue with customers. It allows them to ask questions and provides more in-depth information about why your product would benefit them specifically. It’s not as much about “selling” as about introducing products based on customer insights to establish value in their eyes.

How to Create an Effective Sales Presentation

When creating an effective sales presentation, there are several factors to consider. A successful sales presentation should be tailored specifically for each customer and allow them to experience meaningful engagement with your product.

It should build on your customer’s needs and interests to showcase how you can meet them without focusing too much on selling points. Additionally, research plays a key role in any sales process, and having data about industry trends or statistics that support your claims can add credibility to your proposal. Here are some tips on the best way to develop a winning sales presentation.

Researching before you start is essential for a good sales presentation. While the information in your presentation will vary depending on the client and situation, it’s important to include enough data and industry stats relevant to the customer’s needs. This data should be targeted towards the specific aspects of your product that can address your customer’s problem areas.

Also, digging further into case studies or positive reviews from existing customers is great for transforming a one-off sale into an ongoing business relationship. You should back up everything you say with credible sources during your sales pitch for a greater impact on viewers’ buying decision process. Newspaper articles, past client testimonials, or information from trusted online sources can all be good places to find data that backs up the claims in your presentation.

Starting a sales presentation with an introduction and some small talk is important for building rapport and trust. This also allows you to warm up the room while giving your customers a chance to get comfortable with you as well. Ensure the conversation’s tone matches your presentation’s purpose, too. Keep it upbeat yet professional, and aim to get out of any awkward silences quickly.

Develop your sales presentation with the customer journey in mind. This means considering your customer’s objectives and using them as a guideline for crafting your story. By paying attention to what your target audience needs, you not only increase the potential of closing a deal but also make customers feel understood.

But don’t take too long to get into specific details about your product. Oftentimes, getting directly to the point of how your product can solve their problem is much more effective and persuasive than offering generic explanations about what you do.

Remember the Power of Storytelling

Storytelling can be incredibly effective when it comes to sales presentations. Focus on telling stories that convey how your company or products have successfully helped other customers meet their needs. This can help your customer understand why they need what you’re offering.

Talking about your product’s challenges and solutions in simple yet compelling language is also important. Remember that a sales presentation isn’t just reciting facts and data points — illustrate the solutions you offer in a memorable way.

Focus Your Presentation on the Customer’s Problem

When creating a sales presentation, keeping the customer’s problem in your mind is important. You should provide solutions that address their pain points and benefit their specific situation.

A good sales presentation will spotlight the features of your product that provide quick and simple problem-solving for the customer. By doing this, you can position your offering as something your customer needs rather than something that’s merely nice to have.

Ways to Improve Your Sales Presentations

Besides doing the required research beforehand, there are some sales presentation techniques you can use to ensure everything runs smoothly and effectively. Here are a few ideas.

As mentioned before, having data that backs up the key points you make in your presentation is critical. These points should include quick summaries or facts about product insights, as well as any relevant customer feedback to give viewers a clear idea of how your offering can meet their needs.

Having your product there for customers to see during your sales presentation can be very persuasive. If it’s too difficult or impossible to bring your product to the presentation, you should still bring visual aids.

For example, you can provide a link with interesting animations of your product’s features, display quotes from previous customers, showcase awards you’ve won, or show videos of your previous work and how it benefitted the customer.

Create a sales presentation template that can be used across different customer sessions to speed up the process. Start by making a sales presentation outline that applies to all customers, and then tailor it to each customer as needed.

Having a consistent format and look to all your presentations will save time and reduce the effort needed to develop new slides so you can focus on crafting content specifically for each customer. An effective template will also ensure brand consistency and professionalism linked with your company’s name.

Assess Your Body Language

When delivering a presentation, body language is just as important as words. Having good posture shows confidence in your presentation and can help keep your customers engaged. Avoid crossing your arms or moving around too much, as this can cause viewers to be distracted. It’s a good idea to record yourself practicing your presentation in advance to see how you appear to others.

Ask for Input

Feedback is essential for sharpening your skills as a presenter and gaining confidence in your sales presentations. Asking your customers or sales team members for feedback on your sales deck and presentation is a great way to get honest and productive input. They may suggest changes that could bring greater clarity to your presentation or help you develop a more effective sales deck in the future.

Highlight Value Before Going Into Pricing

A professional sales presentation should focus heavily on value. Highlight how customers stand to benefit from your product, as this is crucial for getting them to purchase with confidence. You will be much more successful if you demonstrate how valuable your product is before you tell the customer how much it will cost them. 

If you’re selling something expensive, packaging additional services or features in one bundle at no extra cost can be useful for reassuring your customer that the price is worth it. This could include offers such as introducing discounts for first-time buyers or offering free maintenance contracts over a set period.

Outline Next Steps

To give your customer a clear idea of where you want things to go, always remember to end your presentation with a quick overview. This can include summarizing your value proposition and the advantages that customers can gain from using your product. Clearly outline any details about follow-up steps to set client expectations up correctly.

Increase Audience Engagement

Tricks such as incorporating polls and games during your presentation can help people remember the key points you want to present. It’s another way for sales reps to make a memorable impression on viewers and engage them with your product even after the meeting has ended.

Also, remember that the most effective sales presentations use an impactful sales deck that allows you to paint a memorable story for the customer. Build opportunities for interaction into your presentation itself.

After a successful sales presentation, it is important for a salesperson to follow-up with their client. This follow-up should be swift and thorough to ensure that the customer remembers their experience and continues to do business with the salesperson. The follow-up can include sending an email or letter summarizing the conversation and outlining any next steps, such as setting up another meeting or contract signing. Be sure to address any specific questions or concerns the prospect expressed during the presentation as well.

Additionally, it is important for the salesperson to keep in touch with their customer after the initial sale. This can be done by sending periodic updates on new products or services, providing tips on how best to use purchased products, and offering other relevant insights that could help strengthen the customer relationship.

Finally, regular check-ins will help cement loyalty while helping to identify opportunities for future sales. When executed correctly, these follow-up tasks can contribute heavily to long-term success in sales.

Sales presentations are an important element of the sales journey and require thoughtful preparation. Now that we’ve answered the question of what is a sales presentation, you can use these tips to improve your interactions with customers. Through data-backed storytelling and consideration of the customer’s journey, you stand a great chance of successfully selling your product.

Always remember that these sales presentation techniques should help make the sale come alive for viewers so they can better envision value in what you have to offer. By following our sales presentation tips, you’ll be well on your way to delivering a successful sales presentation every time!

Jane Mitchell is a sales expert with over 17 years in the industry, extending her knowledge to diverse sectors and providing optimal business growth solutions. Her knack for crafting unique sales strategies is unmatched. Jane fuels her wanderlust by traveling the world, having reached the prestigious Million Miler status with Delta Airlines.

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Sales Process: A Step-by-Step Guide With PowerPoint Templates

The term ‘sales process’ may invite several astonished cries from a company that is habitual of selling every product in an informal fashion. And there’s no need to blame these go-getters as well. After all, managing sales demands you to be on your toes at all times. With their ears (and fishnets) at the ready, salespeople have to be on a flight mode to grab every opportunity there is.

But there’s a catch when it comes to how sales materialize today.

You see, today’s consumers are way more skeptical and way more informed than they were at the time when dishwashers had just rolled out. Thanks to the constant deluge of information readily available on mobile devices, convincing customers to buy a product needs more than just a chance email or a cold call.

So what’s the way out of this randomness and guesswork?

It’s time for you to have a formalized sales process for your company. This blog will shed light on why structure beats uncertainty every time while offering you handy PowerPoint templates for each step of your sales process. Also in tow are actionable tips that can help you become a sales whiz. Read on!

What is a sales process?

A sales process is a specialized iterative process that enables a sales representative to convert a potential buyer into a paying customer. It is the customer’s journey from a prospect to a closed deal with your business. A formalized sales process is the standard playbook for every sales rep in the company.

Not to be confused with sales funnel, which is a graphical representation of each customer interaction along the sales pipeline, a sales process is the roadmap that reps need to follow to strike a deal. In other words, a sales funnel is from the customer’s viewpoint, while a sales process is from the sales rep’s viewpoint.

But why have a sales process?

In any company, the very foundation is the sole revenue-generating activity – a sale. But even if the company’s sales managers had just winged it while closing the first deal, the generations of sales reps ahead have their seniors to look up to and learn from. In such a situation, it will not be feasible for a sales manager to teach the tricks of the trade to each newbie as efficiently as desired by the company.

Moreover, learning the ropes without definitive guidelines can lead to a lot of back and forth and time consumption. Besides, guesswork will stall closure rates for those who are not “born with a selling instinct”. Therefore, having a standardized sales process can help keep your sales activities in order besides boosting revenue.

Related read: Top 10 Sales and Operations Planning Templates to Cope With Market Volatility

Don’t take our word for it. Even top industry-specific research says so too!

Take a study by Harvard Business Review, for instance. It says that B2B companies with a well-accounted sales process can witness 28% more revenue than the companies that don't have one.

Another study by the institute indicates that close to half of the high-performing companies have a structured and automated sales process. In contrast, close to half of the under-performing companies had no sales process or were taking the informal selling approach.

These figures indicate that companies would do better to adopt a full-fledged sales process that serves as the blueprint for unlocking growth. Each study gives us an insight into how a well-structured sales process helps enhance revenue and performance. Therefore, establishing a formalized sales process is the hallmark of a business looking to become a customer favorite.

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

Click Here to Download our Comprehensive Curriculum for Sales Training

Steps involved in a sales process

Charting out a comprehensive sales process can be tricky. The reason for that is the uphill climb while figuring out how to map a customer’s buying decisions with your sales process. But if you get your basics right, you can leverage a standardized sales process for all your selling endeavors. Basically, a sales process constitutes seven key steps as depicted below.

Let’s discuss these steps and explore the related PowerPoint templates that you can download and deploy to craft an unbeatable sales process. Each of these PowerPoint templates is designed by experts and researched by industry stalwarts. The formats are fully editable, so feel free to tweak these for maximum output.

1. Prospect

Prospecting kicks off a sales process roadmap as the most crucial part of it. By definition, prospecting involves identifying and research potential clients that will be interested in your product. Additionally, it constitutes a lot of market research and setting qualifying parameters for the prospective buyer.

You can also reach this prospective buyer by asking your existing clientele about their peers. The result is you have a set of leads that fulfill the criteria as per your unique value proposition (UVP). To start smart, here are the templates that will enable seamless prospecting on your end.

Download this template

Grab this template

2. Approach

Once you lock your target, it’s time to make contact. The next step of the sales process involves establishing a connection with the qualified lead via engaging techniques like emails, cold calls, or other digital or print forms of communication. The plan here is to grab some eyeballs by gathering info on what keeps the prospective buyer up at night.

The approach step paves the way for a communication channel between you and your buyers. It also includes generating the lead’s interest in your product by engaging them with your product UVP. Since this is where a sales rep needs to step up their convincing game, the sales process must clearly define the medium to engage the buyer the most. The following PowerPoint templates will help you ace the game every time.

3. Interview

Get down to business. Ask all the right questions. Get to know what keeps the prospect fidgeting for a solution. In the sales interview, the sales rep strikes a conversation that helps them know the prospect better. These right questions come from proper research and brainstorming about the client beforehand.

The interview phase is also a good opportunity for the sales rep to impress the potential buyer with knowledge of their issues. Thus, you can assemble all the crucial info and use it in the following PowerPoint templates.

4. Proposal

The exercise to gather info specific to the customer’s issues gives you the roadmap to a closed deal. In the proposal step of your sales process, you will pitch your product or service as the tailored solution to the customer’s problem. With the pain points in mind, you need to prepare visuals and gather testimonials to support your proposal.

At this point, you are giving the buyer a chance to consider and research your company. So make sure you hit the nail on the head with a spectacular proposal. The following PowerPoint templates will let flexible design be your greatest weapon.

5. Demonstration

It’s time to walk the talk. Once you have had a preliminary discussion with the client and proposed your product or service, you have to demonstrate the customer’s problem getting solved. Your task is to schedule the demonstration and make arrangements as suited to the client.

During the demonstration, you have to hit the critical points while showcasing the advantages that the client will get once they associate with you. A good demonstration also focuses on the unique selling point of the product, which helps make the prospective client an informed choice. The following PowerPoint templates are your best companions for a demonstration.

6. Negotiate

Unless your product or service is one of a kind, you can stay assured that the prospect will be researching for alternatives at this point. Even your product demo at some point may not be able to answer all of their questions. Nevertheless, the client is in the deciding mode and will submit their objections and queries for a precisely tailored product or service.

As a sales rep, your job is to tackle each query at the negotiation step to allow further modifications in the product. The more precise is the solution, the better are the chances of closing the deal. The negotiation phase also gives you a chance to prepare your list of objection resolutions for the future. Download and utilize these PowerPoint templates for liaising the best deal.

Once the negotiations lead to an agreement and contracts are finalized, the prospect makes a purchase, or, in sales vocabulary, the “deal is closed”. After that, the next step of the sales process is support, wherein you tackle all the issues, if any, that the client reports about the product or service. The support phase can also include extensive onboarding and follow-ups to ensure that you are off to a good start.

Support is a crucial part of a sales process as it opens avenues of repeat sales and upsells. Moreover, you can nurture your professional bond with the client and then ask for referrals to grow your client base. The following PowerPoint templates will make sales follow-up a breeze.

Effective tips for leveraging your sales process for faster deals

Whether you have put a solid workable sales process in place already or are working your way towards one, what doesn’t change is the salespeople’s flexibility. While learning and adapting to the changing course of a consumer’s journey, sales reps are responsible for listening and responding at every step of the way.

Therefore, sales representatives need to follow a proactive approach towards each of the seven steps of sales process to close deals. Here are some handy tips that you can use to exceed expectations.

1. Talk to the reps first

Before you devise your sales process, sit down with your team and get to know their sales tactics. How do they approach a prospect that moves them forward in the sales process? What do they do that leads to a sure-shot closed deal? Asking these questions will give you an idea of the strengths and weaknesses of your sales operations. Once you have gathered this knowledge, you can start describing your sales process.

2. Don’t give creativity a go-by

Following a structured approach does not trump creativity. In fact, it acts as the framework to accomplish lucrative deals the right way. This also includes using your gut instinct and creative flair to pose the right queries. Ultimately, selling will depend on how you use your skill and talent to draft your sales communication.

3. Have your customer in mind

Often sales managers think that a sales process is a to-do list for the sales reps. But they couldn’t be more wrong! What works while drafting a sales process is starting from the end result and then working your way to your company. The result here is the purchase decision made by the customer and what you do to make that happen. To ensure that the result is beyond promising, you must define your USP by being in the customer’s shoes. The bottom line is to show how your product or service will enable the customer to be in a better position.

4. Don’t rush it; build a connection

Modern-day consumers anticipate a special treatment of their problems instead of being another number in the sales analytics dashboards. Therefore, sales reps mustn’t rush the customer down the sales process and build a trustworthy relationship instead. Also, sales reps should ideate methods to offer value and a fruitful experience to the prospects. If the customers feel heard, they will be drawn towards your business.

5. Follow-ups are a must

Sure, a closed deal has its charm. But more often than not, sales reps tend to just log the numbers into a software and call it a day. They do not realize that follow-ups are their key to grow those numbers. Right from the point when the deal is closed, sales reps should maintain a balance of communication and assistance with the customer to develop a cordial relationship. This is why a formalized sales process matters as it serves as a key reminder for the sales team.

6. Reinvent your sales process

A well-structured sales process enables better sales forecasting and lead generation. However, over time, your sales team can acquire enough data on how well the sales process performs.

Related read: Top 30 Sales Metrics Templates to Effectively Monitor Your Revenue Streams

Therefore, you should use sales data to reinvent your sales process for better performance. This is possible via consistent feedback loops from the seller as well as the buyer. As you fine-tune the sales process to the highest standard of output, you can use the revised sales process to train your reps better and close more deals.

A sales process is the ultimate tool for any sales manager. It helps them distribute leads, prioritize tasks, and forecast sales figures accurately. Additionally, it helps sales newbies navigate the ups and downs of the sales cycle effortlessly while avoiding mistakes. The overall impact of a sales process generates spectacular revenue while conditioning your business process to thrive. Our sales process templates will definitely be the icing on the cake. So what are you waiting for? Incorporate a sales process into your business today and reap the benefits of a structure that succeeds.

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A step-by-step guide to craft a winning sales presentation outline 

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Anete Ezera February 08, 2023

Creating an effective sales presentation outline is crucial if you want to impress and persuade potential customers to purchase your products or services. Whether you’re part of a small startup or a large corporation, a well-crafted presentation can help you make a powerful and convincing case for your offering.

Crafting a successful sales presentation can be a challenging task. With the right knowledge and tools, you can create a winning presentation that communicates the value of your product or service while saving time in the process. Whether you’re giving a presentation in person or online, the key is to keep your audience engaged and interested in what you have to say. In this article, we’ll go over the basic structure of a sales presentation, offer tips for making as effective a sales presentation outline as possible, and provide some great sales presentation templates and examples you can use for inspiration.

The structure of a sales presentation

• Introduction

The introduction of your sales presentation should grab your audience’s attention. It also should give them a sense of what they can expect from the rest of the presentation. Start by introducing yourself and your company, and then provide a brief overview of the product or service you’re going to be discussing. This is also a good opportunity to establish a connection with your audience by finding common ground or addressing any pain points they may be facing.

• Problem Statement

After the introduction, it’s important to clearly define the problem or challenge that your product or service is designed to solve. This will help your audience understand the need for what you’re offering. It’ll also set the stage for the next section of the presentation.

Now that you’ve clearly defined the problem, it’s time to introduce your solution. This is where you’ll provide detailed information about your product or service, including its features, benefits, and any relevant case studies or testimonials. It’s also the time to address any potential objections or concerns that your audience may have.

• Demonstration

If possible, include a live demonstration or visual aids like images, videos, or diagrams in your presentation. This will help your audience see how your product or service works in action and will provide a better sense of its value.

• Call to Action

The final step of your sales presentation is to ask for the sale. This can be as simple as asking for the order or booking a follow-up meeting. Be sure to remind your audience of the benefits of your product or service, and make it easy for them to take the next step.

Sales presentation outline tips

When crafting your sales presentation outline, there are a few things you have to keep in mind to make the presentation a true success. Take note of the following sales presentation structure tips that’ll help you create a presentation that stands out and makes an impact. 

Start your presentation right

The first impression is everything. Grab your audience’s attention with a compelling start of the presentation – introduce a shocking statistic, tell a story, or display a capturing visual. This way you’ll catch people’s interest right from the start. 

Support your claims

Use data and customer testimonials to support your claims about the key problem or pain point your product or service tackles.

Make an impact with data visualizations

Add interactive visuals such as graphics and charts to display statistics and other data in an engaging manner. Use Prezi Design to create these visuals. Also, use dynamic visuals, images, and videos – that’ll make the presentation more engaging and interactive.

Have a well-defined structure

Make sure to use a clear and consistent structure throughout the presentation, with a clear beginning, middle, and end. You want your presentation to feel like a story that’s well-formatted and thought-out. 

Highlight your USP

Clearly define your Unique Selling Proposition (USP) and highlight it throughout the presentation. Emphasize your USP using bold statements, impactful data, and eye-catching visuals.

Use storytelling techniques

Make your presentation more engaging and memorable by applying storytelling techniques. Swap your slide-based presentation for a Prezi presentation that elevates the storytelling experience. The non-linear format allows you to jump between topics instead of going through slides. This way your presentation will feel more like a conversation rather than a speech, making it a much more engaging and interactive experience.

Practice to make it perfect

Practice your delivery and timing to ensure that you stay within the allotted time and keep the audience engaged. This will help you define your sales presentation structure as you’ll notice what presentation parts take longer to discuss and where you need to add more content or context.

End your sales presentation on a memorable note

End your presentation with a clear call to action that leaves a lasting impact. Apply visuals, like images, data visualizations, videos, and animations to catch people’s attention. Also, remember to include contact information so the audience can follow up with you.

By incorporating the tips outlined above, you’ll be well on your way to creating an effective sales presentation that’ll help you close more deals. Remember that each presentation is unique and needs to be tailored based on the audience and context.

Great sales presentation examples

Developing a powerful sales presentation from scratch can be challenging. Seeking inspiration from existing successful examples can assist in creating a presentation that’ll leave a lasting impression on your audience. That’s why we’ve compiled a list of great sales presentation examples that score in presentation design and structure. 

Sales presentation on communicating key business elements

This presentation examines how to better define the purpose, vision, mission, values, and key business metrics. It’s a great example of a visually appealing and engaging sales presentation structure that scores in presentation design. It’s easy to navigate the presentation as you can zoom in and out of topics. Also, the visualization of a table as topic placement creates a compelling layout. The overall structure of the presentation has a natural and logical flow, going from background information to an action-based plan. 

Salesforce presentation

If you’ve ever wondered how to turn your workforce into salesforce, this presentation provides a clear guide that makes it easy for you to dig deep into this topic. The visual format clearly represents the topic and captures attention with the highlighted title and topics. 

Also, when viewing this presentation, you can zoom in and out on topics, deciding what you want to read about first. The layout is simple and straightforward, leaving no room for confusion. The presentation is structured to introduce the topic first, then go to 3 main talking points, and finally lead to tips that leave the audience with an action plan in mind. The presentation design also helps to navigate and understand the content better.  

Sales kickoff presentation

What makes a good sales kickoff? This presentation provides a step-by-step guide to having a great sales kickoff using powerful visuals and a well-defined structure. 

The steps are visualized as American football icons and illustrate the order in which they should be discussed. This provides an engaging viewing experience with a clearly defined outline that navigates the audience throughout the presentation

Creating an effective sales presentation outline is crucial for impressing and persuading potential customers to purchase your products or services. Crafting an effective sales presentation involves understanding your audience’s needs and customizing the presentation to suit them. The basic structure of a sales presentation includes an introduction, problem statement, solution, demonstration, and call to action. To make your presentation a success, it is important to start with a compelling introduction, support your claims with data and customer testimonials, use data visualization to make an impact, and have a well-defined structure. By following the tips and using the examples provided in this article, you can create a winning sales presentation that effectively communicates the value of your idea, product, or service and keeps your audience engaged and interested.

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Sales presentation

Last updated: 11 November, 2023

What is a sales presentation?

What makes a good sales presentation, how to make a sales presentation, checkout our sales pipeline templates freebies.

Did you know people process visuals nearly 60,000 times faster than text? Our eyes are a predominant perceptual system for information coming from the outside world to the brain. Nearly 90% of the data we receive comes from observing, and images are stored in our memory for a very long time. 

It’s no coincidence that any advertisement, be it a video or a banner, includes both a verbal message and a visual aid. Marketers and sales reps exploit this quality of human memory to boost communication and close more deals. 

In particular — by creating effective sales presentations .

A sales presentation is a short presentation of your solution to prospects or existing customers that aims to persuade them to make a purchase.

The answer is simple. A winning sales presentation:

• Helps convince the client of the brilliance of your solution.
• Doesn’t simply describe a product or service but draws attention to the features that can solve the customer’s problems.
• Is not overloaded with facts and statistics.
• Doesn’t make your potential clients want to doze off (a boring sales presentation is a sales killer).
• Persuades the prospect that no one else on the market can satisfy their needs as well as your company can.

But what exactly should it include to get your prospects’ attention, establish good relationships with them, and accelerate the sales process?

We wish there were a recipe for a sales presentation, but there’s no one-size-fits-all recommendation about its ingredients: wording, style, format, or length. 

Still, there are some tips to help your presentation end in a sale: 

1. It’s all about the balanced layout

If you use PowerPoint or other presentation software, it’s better not to put multiple graphs, images, text, and statistics onto one slide. Your audience needs time to focus and concentrate. It hurts when you try processing the slide below, doesn’t it? 

Find the right balance between statistics and visual components. Charts, tables, and bulleted points are great, but if your presentation consists of grouped facts only, it won’t win the heart of your listener.

3 elements are just enough. If there’s more, break the slide into multiple slides instead!

Besides, as a speaker, make sure you don’t seem offhand or uninformed. Clients, especially in the B2B market , appreciate precision and professionalism. For them, the presentation packed with Google images just won’t do.

All the material presented should be of high quality and serve a point.

2. Make it short and sweet

Like any meeting, a sales presentation follows a clear agenda. Nothing will distract a client from the deal more than a prolonged conference that makes them want to escape the room. 

Here’s what works best for us: arranging 20 minutes for the speech plus 10-15 minutes for the Q&A section. This way, a sales presentation won’t take more than 30-35 minutes . It can be even shorter than that. After all, there’s a reason TED talks are 18-minute long.

If you think this time isn’t enough, schedule follow-ups, subsequent sales pitches , or agree to continue via email or phone. 

3. Work on the slide deck

Avoid adding meaningless slides; use an interactive presentation maker instead, to keep your audience engaged.

There are three conventional ones: a title, table of contents, and a “Thank you” slide. Apart from these, it’s up to you how many to include in the sales presentation. Typically, it takes from 1.5 to 3 per single key point. If we consider a 30-minute duration, that’ll sum up into 10-20 slides .

4. Start a sales presentation with a self-introduction and small talk

This is an act of courtesy to introduce oneself and briefly tell who you are. In particular, when you meet new people. Unfortunately, due to the stress, some speakers forget about it.

No less important is to catch the audience’s attention from the very beginning. A story from one’s life, a joke, a surprising fact — whichever magnet you choose, make sure it corresponds to the time and place. By the way, if you want to get inspired, check out these best TED talks ever .

5. End your speech by wrapping up and outlining further steps

Although a sales presentation may not result in a closed deal or a revenue boost (it can but on rare occasions), this is a business process. So, apart from having a good pastime with clients, a sales rep has to mildly yet distinctly drop a hint about how it’s better to proceed with the deal.

Define the purpose

Your speaking style will depend on what you’re trying to accomplish. Remember outstanding demonstrations of Apple’s new launches held by Steve Jobs? Each of these is an example of a winning sales presentation. 

The speaker aimed to persuade buyers that the product was so one of a kind, that it was a matter of life-and-death to purchase it. A speech was corresponding: the majority of time was devoted to demonstrating new UI / UX features, and less attention was paid to the technical side.

To succeed with the presentation, ask yourself what exactly you need to convey:

• Explain unique selling points
• Focus on money benefits
• Position your brand to competitors
• Create urgency around the deal, etc.

Adjust your sales presentation based on the audience

Does your audience consist of decision-makers , stakeholders, ordinary employees, or all three at once? What industry do your clients operate in? How old are these people? Is the audience multilingual? Any details are important because they will determine:

• The language and wording you choose
• Jokes you can or can’t tell
• Images you should and shouldn’t use, etc.

Consider means available

Your presentation may be doomed to fail if you don’t consider technical issues. Imagine, you expected to display a growth graph on the big white screen but were provided with a TV screen instead. Your audience won’t be able to see anything, and half of the speech will be lost.

Prepare key points & season them with data

It’s important to have a good understanding of what you are about to present. Let the numbers speak for themselves: prepare a few metrics or statistics and mention these during storytelling. However, don’t turn a presentation into a report — 2 or 3 graphs, tables, or diagrams will be more than enough.

If you plan to share the presentation among participants, you can include links to resources. This way, people interested in more details can retrieve the data.

Design the sales presentation structure

Use a “10-20-30” formula: 

• No more than 10 slides
• 20 minutes to speak
• No font smaller than 30 pt.

A good idea is to google some pre-designed sales presentation templates. This will save time on formatting plus give you useful ideas about the overall structure. Below are websites that might be helpful:

• Freecreatives

If you are in doubt, break your speech down into minute detail and align it with the sales presentation. Also, prepare cheat sheets — the latest price list, full specifications, etc. This way, you will be able to fend off any questions from the public.

Wrapping up

A good sales presentation fits the audience. Put yourself in the client’s shoes and wonder, what would YOU want to listen about? What facts might comfort you, and what questions might arise? With the customer in mind and with thorough preparation, your presentation will be a sure hit.

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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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What is Sales Process? Steps, Flowchart & Examples

Table of Contents

What is Sales Process?

The sale process is more than just selling products or services and closing the deal. It is a step by step process which begins long before the contact of the customer and the salesman. Now, the question is what’s the point of following the sales process? Why not just follow the conventional approach of selling, sell the product and get it over with. It is because the sale process;

• Develops and nurtures the relationship between the customer and the seller,
• Helps you to implement marketing strategies effectively, 
• Lowers the customer acquisition cost and bring more customer referrals, 
• Allows you to speed up the sales 

Sales Process Steps

Depending on the nature of business and different types of sales teams and reps; different sales teams follow different sales processes. However, the standard seven steps involved in the sales process which are mostly followed; starting from finding the customer, customer acquisition, sale, then building a long-term relationship with the customers.

Here are the 7-steps of Sales Process.

Step 1. Prospecting

This is the first step in the sale process where you find your initial customer, and then you check whether or not his need and demand for your product or service. While doing so, you also check whether he qualifies to pay for the product or not.

Step 2. Preparation

You make the first contact with your customers at this stage, by reaching the market and collecting all the relevant data related to the sale of the product or service. You also develop your sales strategy that how you’d target the needs of your customers.

Step 3. Approach

You approach your initial and prospect customer at this stage, this is the only chance you have got to connect with your customer. The contact could be personal, face to face, emails, or telephone calls. There are usually three ways to approach your customers;

• Premium. You provide a gift at this stage to your customer even before the occurrence of the sales.
• Questions. You ask certain questions to your customers at this stage, to attract the attention.
• Gifts/free sample. You provide a sample of your product to your customers for free. The purpose is to get the reviews of people.

Step 4. Presentation

You present different features of the product to your target customers and how they could meet their needs and requirements. The presentation could be in the form of a video, written post or a PowerPoint presentation. But it doesn’t have to be a lecture method; customers’ needs and demands should be listened first, and then plan the presentation accordingly.

Step 5. Addressing Objectives

You have successfully pitched your product to your potential customers ; addressing customer’s views and objection is the most important part because it could save from a lot of future failure costs. People often ignore this stage; they just call it that these are just a few people. Those objections could be about anything, brand name, price, product improvement, etc.

Step 6. Closing

Successfully closing the deal is an art which requires a plethora of practice. The best practice is to start with the proposal of the product, present its different features before disclosing the price. Once you’re finished with the proposal, and then discuss the price of the product.

Sales tips: offer them some discounts, provide them available choices, so that they could make the decision what you want.

Step 7. Follow-Up

The blunder salespeople often make that they think that their job is done after the sale. That’s where they’re wrong. Getting reviews of the customers and how was their experience? It is also equally important. If they are happy with the product, then they’d refer your product to their friends as well.

Flowchart of a Sales Process

Flowchart of the sales process is a graphical representation of different stages of the sale process; that how a product moves from stages and then finally reaches the hands of the customer. Sales Flowchart is very useful to train new sales reps and employees and explain to them the importance of various stages of the sale process. 

 Sales process flowchart templates

Different types of businesses use different flowcharts because the stages to the sale process vary from business to business. However, there are different software which help you to create your customized flowchart.

Creately.Com. Creately provides you diagram and flowchart software where you can edit built-in flowchart templates and make your own.

Lucidchart.Com . Lucidchart provides your ready-made templates and also gives you the option of making some change according to your requirements.

Sales Process Example

Real estate.

Real-life example of one ‘‘real-estate’’ business which follows the sale process; even in the economic downturn where real estate business is one which is mostly affected. Stages of the sale process are as follows;

Initial Stage

They search for the people who want to sell their house; after the search and compilation of the list. They contact the lenders and put their houses up for sale.

Submission of Documents

As the name implies, the exchange of documents takes place between the lenders and the company. They negotiate on the price and percentage of what they keep, and then they also discuss short term and long package details.

The lawyers of the lenders and the company check and review each other’s documents. If there’s any discrepancy to found, then the party is required to correct it.

After the reviewing and screening stage, all the documents are sent for the approval of the loan. If the documents are verified, the letter is sent to the listing agent. If it doesn’t, then each party make the counteroffer to close the deal.

This the final stage where all the finances are complete. Everything is finalized.

This is one example of the funnel of the sale process where parties follow each stage, and then they close the deal. There is no place for errors, each party should agree to all the terms and conditions. Nothing should be hidden, and all the parties should have confidence and trust in another; because this is the only way that they will close the deal.

Stages of funnel of the sale process may vary from business to business. Some businesses might have a few stages and others have long.

About The Author

Ahsan Ali Shaw