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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.

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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? 

It’s all about the balanced layout

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.

Design the sales presentation structure

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

Design the sales presentation structure

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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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 Presentation - Definition, Importance & Steps

What is sales presentation.

Sales presentation is the concerned talk which attempts to persuade a stakeholder or a customer to initiate and close a sale of the service or product through a showcase of capabilities, features, price etc. Sales presentation is usually designed to be either an introduction of a service or product to some particular audience who generally knows nothing about it, or a descriptive expansion of a service or product which that particular audience has expressed interest in it, already.

Advance planning can make all the difference for a sales presentation. The sales presentation should be in line with the needs of the clients and for that, it is very important to know who the audience is before making the sales presentation.

Importance of Sales Presentation

Sales presentations are mostly the first step in the selling process or the sales cycle, hence become extremely important. A successful sales presentation is followed by a proposal, quote or an order stage which leads to revenue and profit for a business.

Not all sales presentations are meant to make an immediate sale. The objective might be to create interest in the involved parties. Establishing the overall message that one wants the presentation to get across is very crucial. The structure and time consumed for presentation is also very important.

It is always advisable to make the sales presentation flexible in case a particular point doesn’t work out or one runs out of time. The sales presentations are meant to be interactive and not one way delivery. For people with lower attention span, it is important for the sales presentation to be effective to grab and retain their interest. For that, the sales presentation need to be catchy in the beginning only.

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10 Steps to make a good Sales Presentation

1. Keep the sales presentation to the point.

2. Start well with the agenda

3. Good Sales Presentation clearly defines the problem statement or the customer's ask

4. Give the solution and recommendations after defining the problem statement

5. A well made sales presentation is not open ended but talks about the plan with timelines and value

6. Provide key contacts for future

7. Make sure that business, technology and management teams in your target audience understand the offering

8. Provide past references and similar work which was done in form of case studies

9. Showcase your capabilities in the sales presentation

10. Make sure you have understood the storyline well and practice well before the presentation

Hence, this concludes the definition of Sales Presentation along with its overview.

This article has been researched & authored by the Business Concepts Team . It has been reviewed & published by the MBA Skool Team. The content on MBA Skool has been created for educational & academic purpose only.

Browse the definition and meaning of more similar terms. The Management Dictionary covers over 1800 business concepts from 5 categories.

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15 Sales Presentation Examples to Drive Sales

By Danesh Ramuthi , Oct 31, 2023

Sales Presentation Examples

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

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

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

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

Click to jump ahead:

6 Sales presentation examples

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

  • Final thoughts

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

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

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

Clean sales presentation examples

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

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

Black And Brown Clean Sales Presentation

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

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

White And Yellow Clean Sales Presentation

Minimalist sales presentation examples

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

Green Minimalist Sales Presentation

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

White And Orange Minimalist Business Sales Presentation

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

Grey And Blue Minimalist Sales Presentation

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

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

Cream Neutral Minimalist Sales Presentation

Simple sales presentation examples

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

Simple White And Green Sales Presentation

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

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

Professional sales presentation example

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

Beige And Red Sales Presentation

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

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

Red And Cream Sales Presentation

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

White And Orange Sales Presentation

Sales performance sales presentation example

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

Light Green Gradient And Dark Blue Sales Presentation

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

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

Red Orange And Purple Blue Sales Presentation

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

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

Brown And Cream Sales Presentation

Testimonial-based sales presentation examples

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

Dark Blue Orange And Pink Sales Presentation

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

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

Blue And Orange Sales Presentation

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

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

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

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

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

What to include in a sales presentation?

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

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

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

Related: 120+ Presentation Ideas, Topics & Example

How to create a sales presentation? 

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

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

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

1. Find out your ideal audience

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

2. Pick a platform to Use

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

3. Write the ‘About Us’ section

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

4. Present facts and data

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

5. Finish with a memorable conclusion & CTA

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

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

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

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

Sales Presentation:

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

Pitch Deck:

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

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

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

Final thoughts 

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

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

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

PPTPOP

Sales Presentation: The Definitive Guide (2023)

This is the ultimate guide to making KILLER sales presentations.

So if you want more sales, you’re going to love the actionable tips, strategies and examples in this infographic and guide. Use them to prepare, structure and deliver solid sales presentations that bring you more business, step-by-step.

Let’s dive right in…

sales presentation

The Definitive Guide to Killer Sales Presentations

Here are the different sections that will be covered in the article:

😈  Part 0. The #1 Thing You Must Remember . If there’s one thing you should takeaway from this article, it’s this one. This is the mindset behind selling. Start here, it’ll only take you 20 seconds to read (Yes, I counted).

🤟  Part 1. The Anatomy of a Perfect Sales Presentation . In this infographic, you’ll learn the 7 ingredients you need to plan and structure the perfect sales presentation, from start to finish..

🤩  Part 2. How to Design High Impact Presentations . When you have no time, no budget and no special design talent.

🧐  Part 3. In-Deep Strategies . These are meeting-room tested techniques, action steps and (real world) examples you can swipe in your own presentations. I recommend you to start with the infographic, and then move on to this part.

🤔  Part 4. Q&A . How long should your sales deck be? How do you structure/prepare/design/end a presentation? Here are the most common questions business professionals are asking themselves, answered.

The #1 Thing You Must Remember

Hear me out:

This is the best sales advice you’ll hear today.

Nobody cares about you.

Your prospects don’t care about you.

They care about themselves. And they care about what you can do for them in order to solve their problems.

So here’s your takeaway:

A sales presentation is a persuasive demonstration to prospective buyers in order to make a sale.

And the key to making persuasive sales presentations is to demonstrate that your offering, either a product or a service, will help your prospects get more of what they want.

(I’ll have powerful techniques showing you how to do exactly that later in this post…)

PART 1 The Anatomy of A Perfect Sales Presentation

This infographic will walk you through the 7 components of successful sales presentations. I advise you to read the infographic first, and then move on to the detailed strategies later in this guide.

PART 2 How to Design Stunning Sales Presentations When You Have No Time, No Budget (And No Design Talent) 👏

Easy-to-edit, designer-made templates allow non-designers to create beautiful, professional-looking presentations.

Top performers know that presentations can have a huge impact on their business. Because the truth is, when you start deliver top-tier business materials, you’re able to:

  • Present clean slides that grab – and keep – people’s attention (adios text-heavy, 90’s clipart slides that put everyone to sleep).
  • Confidently expressing ideas, concepts and messages with visual elements. Because, yes, you know that those who use visual aids are 43% more persuasive than those who don’t.
  • Wow your prospects, get them to walk away knowing you’re the pros and eliminating other options.

Introducing PPTPACK, a premium presentation template pack that works in the real world

Maybe you’re a business professional, a sales rep, or an early-stage founder… And the truth is, you probably don’t have the time to improve your presentation design skills.

And who could blame you…

You’ve got 99 other things to do:

  • Preparing for your next webinar
  • Crafting business proposals
  • Executing your annual strategy
  • Planning for your next fundraising roundHiring a team

But here’s the kicker:

If you’re reading this, you already know something many people don’t:

Memorables presentations can unlock opportunities.

Whether that’s winning new clients, convincing investors, or persuading your boss to approve your strategic plan.

Yes, beautiful, clean, and clear slides can help you get your message across and make an amazing impression.

I know it, because I’ve done it.

And that’s why I’ve created PPTPACK, a premium slide template that includes fully editable slides, graphics, and illustrations you can customize to build gorgeous presentations. In a fraction of the time it takes others.

My name is Clemence Lepers. I’ve been making presentations for over 10 years. I’ve done presentations at every scale, and know exactly what you can focus on to get the best results possible with your limited amount of time.

And that knowledge is all wrapped up in this presentation template.

Introducing Pre-Built Presentation Templates…

With pre-built templates , you get your hands on a massive stash of fully editable resources – slides, icons, graphics, timelines, maps and so on – to build result-getting presentations. At a fraction of the time it takes to others.

And the good news is, these PowerPoint templates cost as little as the price of a movie ticket.

So if you’ve been looking to create winning sales presentations (because you know that’s what will set you apart from everyone else), then check out my two favorite templates below, and start saving time so you can focus on things that really matter to you.

Marketofy Template

Marketofy presentation template is especially useful for:

Corporate presentations – for prospects, investors or stakeholders Business proposals or briefs Customer/data reports

Key Features

  • Lots of unique slides (390 for  PowerPoint , 200 for  Keynote  and  Google slides ). Includes slides to present business objectives, company services, marketing strategy, product launch, process, maps, devices, apps, and much more
  • 24 ready-made color themes (6 for the Keynote version)
  • Dark & light versions (light background slides or dark background slides)
  • Drag-and-drop photo placeholders (drag any visual from your folder, and it will take the exact shape of the placeholder)
  • Dozen of graphs and charts (to concisely present data-rich information)
  • 2,500 icons

See Marketofy PowerPoint Template

Massive X Template

With countless design options, practical slides and a recent bundle update, Massive X toke the business of presentation templates to a whole new level of professionalism and creativity.

Here’s a quick video that’ll give you an overview of their latest bundle:

Now, what I love about Massive X  (beyond the  hundreds  of beautiful, professional slides they’re offering) is their 100% editable illustrations:

Massive X’s illustrations are made out of multiple, individual elements that are then put together.

And you can edit the color, size and shape of every single one.

These are the exact graphics I’ve used to illustrate the different sections of this guide.

  • 290 unique PowerPoint slides
  • Animated slides
  • 12,000 icons
  • 15 color variations

See Massive X Template For PowerPoint

PART 3 In-Depth Strategies, Tips & Examples to Prepare the Perfect Sales Presentation

In this chapter, I’ll break down in small chunks the 7 components of successful sales decks.

This section includes concrete steps, practical strategies, techniques, scripts and examples to help you prepare and structure your sales decks for maximum impact.

Click a section below to be taken to one of the strategies:

1. A stellar cover slide 2. Your value proposition [what do you do] 3. A powerful story [who are you and what makes you special] 4.  Identify customer problems [do you understand me] 5. Provide them solutions [what do you offer that solves my problems] 6. Proofs [how do I believe you?] 7. Call-to-action [What happens next]

sales presentation

This editable illustration can be found in here

1. Use These 2 Steps to Design a Great Cover Slide For Your Sales Deck

Think of your  cover slide as the packaging of a product.

The title slide is the first thing your prospects will see. If it sucks, you’re sending a bad signal before having even started to talk. But, wait, don’t take my word for it:

Studies  suggested that the packaging design elements have an influence on choosing, getting attracted, like, purchase the product and considering packaging as a brand promotion vehicle.

Cover Slide Examples

Action steps, 👉 pick your background visual.

To pick the perfect picture, answer this 2-step question:

First, what product/service do my company offer? Then, what tangible element can I associate my offering to?

Here are a few examples:

SEO services -> computer (or web traffic, web page, macbook) Furniture design -> sofa (or armchair, cabinet, chair, home design) Management consulting -> office building (or business people, meeting, investors)

Now, head over to Pexels or another awesome free stock photo website . Select a few pictures that closely relate to the identified keyword. If you can’t chose between your options, ask 2-3 colleagues which one they prefer, and go for the most popular option. Done.

👉 Embed Your Headline

You want to make it crystal clear for your prospect what your sales deck is all about. There is not one right way to write that headline, but to simplify the process for you, I recommend using the following structure:

[ Helping + Specific Target Audience + Outcome ]

For instance:

Helping Plastic Surgeons Get More Patients With SEO. Helping F&B Businesses Getting More Customers With Social Media. Amazing Events People Will Remember !

Real-world business taglines:

Video solutions for every type of business. Wista. Get, keep and grow more customers. Kissmetrics.

⚡ Bottom line : Great cover slides make it crystal clear what it’s all about. It’s a no brainer.

2. Apply The “VP Formula” To Craft The Perfect Value Proposition

So… what is your company doing?

A value proposition defines the kind of value you will create for your customers ( source ). It’s basically the primary reason a prospect should buy from you .  In a nutshell , your value proposition is a clear statement that:

  • Explains how your product solves customers’ problems or improves their situation
  • Delivers specific benefits (quantified value),
  • Tells the ideal customer why they should buy from you and not from the competition (unique differentiation)”.

On  pitch decks :

1) Identify Who Your Business is Targeting  

First, check out # 2 tip of that article  to learn how to do just that. Then,  list the exact benefits and results your products/services provide to customers ( Check out # 5 tip of this post )

2) Put Everything Together Using the “VP” Formula

Get six pack abs in 3 months, even if you’ve never worked out before. Flood your inbox with job offers, even if you have zero network. Build landing pages fast, get more conversions. Unbounce .

3) Include a Slide That Clearly States Your Value Proposition

⚡ Tweet This Sales Presentation Building Tip ! 

3. Use These Proven Techniques To Develop The Outline Sales Presentation

Stories create “sticky” memories by attaching emotions to things that happen. As a result, effective stories capture and hold our attention. They also help us learn and connect us with strangers .

To craft a good story ,  for talking about your company or your products, you need three basic elements:

🤬 Conflict . Conflict is basically our expectation vs. the cold reality. The conflict is here to let your audience know why they should care about the characters in your story.  In the case of a sales presentation, characters could be clients you’ve worked with, and the conflict could be between what your clients couldn’t do before using your product… and what they can do now.

🕺 Climax . In order to present a good narrative, you should develop the problem and the characters who are bound up in it.  What are your target customers struggling with?  You must understand their exact hopes and pains.

😘 Resolution . The character solves the main problem/conflict or someone (aka you, the company) solves it for him or her.

Technique #1: Use These Frames To Sell Stories 

P roblem : current situation faced by your audience. Do you suffer from/Sick of being… R elief : how it can change . It doesn’t have to be that way/there’s a solution… D ream : your solution. Imagine if you could…how your life would be if you could…

P rotagonist : climate change / tiny farmers providing food to restaurants C onflict : how climate change affects the growing season” R esolution :  policies that should be in place + how people in other areas are mitigating the effects of climate change on local resources.  Source .

If you take a close look at Airbnb’s first pitch deck  , there’s clearly a conflict between what the market is offering (standard hotels that leave you disconnected from the local culture) and what people are willing to do (book a room through a local host, become one, find cheaper, authentic accommodations).

The “cold reality” (what the market was offering BEFORE Airbnb came in):

The “expectations” (what happens AFTER Airbnb arrives in the market):

Technique #2: Apply The IBC Framework

Introduction : what is it all about and why should your audience care Body : it distills your message and supportive points Conclusion : focus on the outcomes of the presentation, include a specific call-to-action

Let’s take a look at an example of a deck pitching SaaS project management services:

Introduction : the problem behind getting all teams on the same page today Body : how ABC company project management solutions will help you solve that problem Conclusion : different options on the market, why our works best, how can we start working together

Technique #3: Use the Liking Principle

According to psychology professor Robert Cialdini,  we prefer to say yes to those we know and like .

It’s the liking principle:

We like those who are similar to us, give us complements, and cooperate with us toward common goals.  So how do you apply that when it comes to talking about YOU….

Well, you need to get personal. And of course, help your customers feel connected to you.

To do that, appear vulnerable. Emphasize on the stories of your team members. Talk about what they like, what they don’t. You can even mention their hobbies or favorite foods for instance (yes, really) in order to appear human .

Recommended reading:

  • Health, Chip and Dan. 2010. Made to Stick . A solid book that teaches you how to better communicate ideas, on the basic of the S.U.C.C.E.S. framework:  in order to make an idea sticky, it has to be simple, unexpected, concrete, credible, emotional, and tell a story.
  • Freytag’s pyramid .  German novelist saw common patterns in the plots of stories and novels and developed a diagram to analyze them. See  this quick example of Freytag’s principles applied to the movie TAKEN .
  • Joe Gebbia – Airbnb Story (Video)
  • University of Berkeley. Robert Cialdini’s Principles of Persuasion.

List What Makes Your Company & Co-Workers Special (and Worth to Work With)

How do I like to present my company to people who don’t know us?

What do our paying customers love about us? (service, team, process, turnaround, product…and why exactly?)

✅ Why do you want to help your target customers? ✅ How did you get involved in this industry/project? ✅ How did you come up with your product/service? ✅ What problem are you trying to solve? ✅ What questions do customers get to ask you all the time? ✅ Why are you passionate about your work?

🤟 Tweet This Technique 

4. PinPoint Your Prospect’s Pains, Challenges & Dreams

Don’t kick off your pitch talking about anything that’s related to yourself. Instead, start with giving context.

Technique #1: Show Them What They Can be

Your products and services are nothing more than a tool that enables your prospects to achieve their dreams. So here’s the thing: your goal here is to HELP them visualize what it would feel like if he could fulfill all his dreams.

For instance, name a trend that’s going on in your prospect’s industry.   To quote Andy Raskin…

“When you highlight a shift in the world, you get prospects to open up about how that shift affects them, how it scares them, and where they see opportunities. Most importantly, you grab their attention”.

Here are two real-world examples:

Technique #2: Hit Them Where it Hurts, Highlight The Problem

95% of our purchase decision making takes place in the subconscious mind. If you want to have emotional resonance with your prospect, you must show him you understand with pains and problems.

If you recall Airbnb’s first pitch deck example, you understand that the start up had deeply identified the pain points of its market before offering solutions that made sense.

To Identify the Pain Points of Your Clients, Answer the Following Questions:

✅ What are their pain points? What do they struggle with?  (i.e. flat sales, low online visibility, etc). ✅ What are your customer’s top 3 priorities and how do they measure success? (i.e. increase sales by x%…) ✅ How does the “Promised land” looks like for them?

To find out trends or key figures related to your prospect’s industry, use these search strings on Google:

“Industry” + report + inurl:[name of a famous consulting company] (Bain, BCG, McKinsey) Example: “Retail industry” + report + inurl:accenture

5. Tie Your Offer To Specific Benefits They’re Looking For

Now, you’re going to demonstrate how your solution will help the prospect get rid of his problems and fulfill his dreams.  Your single focus here will be to give out information that benefits to them .

You see, customers buy because they want benefits (and the results that come with them). For that reason, they don’t give a crap about your features unless it helps them understand how it gets them results they care about.

I’ll give you a few examples:

Features = Things (that Porsche 911 GT2 RS) Benefits = Results that come from doing these things (get girls)

Features = A 20-slide persuasive sales presentation Benefits = Impress prospects, get your message across, close more sales

Features = a detailed web analytics audit and health checkup Benefits = we help you identify where your website is leaking money, create optimized treatments and run optimization tests in order to help you increase your revenue.

Here’s how you should approach this when crafting your presentation:

[Company] helps you with [product name, feature, deliverable] so you can [benefit].

See how Facebook is tying a product’s feature with core benefits their clients care about:

Feature: target reach Benefit: reach all the people who matter to you

1) List the Exact Features of Your Product/Service (= What it Does)

A 20-slide persuasive deck A 16-week one-on-one coaching program A 3-month SEO package

2) List the Tangible Benefits Your Customers Get From Using Your Product/Service

For instance, you could help them…

✅ Look sexier –> fashion, muscle building ✅ Become richer –>wealth consultants ✅ More popular –> weight loss programs ✅ Be the first –> SEO services ✅ Make their life comfortable –> interior design ✅ Have more freedom –> project software ✅ Save money –> insurance company etc…

3) Connect 1 + 2 Using Linking Words (So You Can / Will Help You / Will Give You)

Let’s take a look at a concrete example below.

1) Features . Do-it-at-home bodyweight exercises 2) Benefits . Build muscle to speed up weight loss without spending money on a gym 3) Linking it . We provide you 12 step-by-step videos that will show you do-it-at-home bodyweight exercises [ so you can ] build muscle without spending money on an expensive gym membership.

🤟 Tweet This Sales Presentation Technique 

6. Here’s How To Make Them Believe You…

Of course, every sales rep under the sun says their company offers amazing products.

But for most prospects, you’re just another sleazy sales dude trying to push products or services that won’t provide any value to them.

Your goal as a presenter is to help them overcome their objections: your sales deck must demonstrate that you are able to get your customers the results you claim .

The best way to do it?

Educate your customers (instead of “selling” them).

In other words, convey information that benefits to them.

Here are four practical ways to do it:

Incorporate Expert, Research-Backed Data

Here are pieces of evidence (aka facts, not opinions) you can include in your sales deck:

✅ Expert quotes : what your industry key influencers have to say about <your industry>, <trends>, <products>, <you>.

✅ Research data : check out .edu websites, magazines and research journals that release data, insights angled toward the market you are serving. Use the following search strings on Google: site: .edu + <keyword> or intitle: research journal + <keyword>.

✅ Competitor analysis : in which specific aspect of your business are you better than your competition? Process, service, quality, price, support, results? Find data that makes your product/service better than your competitor.  You could make a table listing yours vs. your competitor’s key features and benefits in order to show how you are better than them.

Show Case Studies (Before & After)

Case studies are a unique angle you can use to educate your prospects  and show them what they can be, thanks to your product/service.

Look, case studies are  everywhere :

Here, another example extracted from the deck Facebook For Business: Video On Facebook

Check out Facebook’s note below:

“OBJECTIVE:

Wanted to boost brand loyalty and drive viewership of its Ramadan Holiday video

Launched a combined TV and FB campaign 4 videos showcasing banks reverence of traditional Saudi values Two Reach Blocks guaranteed that the ads reached the entire Saudi Facebook audience that logged in that day.

Strong uplift in brand awareness generated by Facebook campaign as found through Bank Albilad’s own internal study. “Facebook increased our brand loyalty given the valued interaction between our audience and us. This platform, Facebook, was one of the main channels for such a campaign and it will remain a crucial platform for future campaigns.” Mohammed R. Abaalkheil, Head of Marcom Division, Bank Albilad”.

Specifically Address Their Objections 

There are 5 major categories of objections : need / price / product / source / time.

Consequently, your job is to address the typical fears that are driving it. To succeed doing that, you have to provide concrete answers these questions:

He doesn’t get me It worked for others but won’t work for me How can I be a 100% sure this works I don’t like/trust/believe him We can find the same thing for free/cheaper elsewhere I can buy later It’s too expensive What happens after I accept their offer

Ask For Customer Testimonials (The Right Way)

According to Nielsen , testimonials & word of mouth are the driving force behind 20 to 50% of all purchasing decisions.

In order to get awesome customer testimonials, you need to ask the right  questions.  Here’s a solid set of questions you should ask every client:

What hesitations did you have about working with me? Which changes have you noticed since working with me? What specifically did you like the best about working together? How have you benefited from hiring our company? Would you recommend my company o a colleague or a friend? If so, why?

⚡ Bottom line : educate your customers, don’t sell them.

Get them to say “Wow! I didn’t know that”.

Incorporable rock-solid customer testimonials, research-backed data in order to teach them something they may not have known. That’ll get them to believe it for themselves, and create trust.

🤟 Tweet This Smart Technique 

7. Integrate a Strong Call-to-Action

A call to action is a simple command that directs customers to take some sort of action (buy, sign up, or start a free trial). Here are a few specific examples:

Be Laser-Focused On Your Audience

You can’t reasonably want to “close a $150,000 deal in the meeting room today if it’s the first time you’re discussing with the prospect.

In other words, make sure you call-to-action is aligned with the situation. If it’s the first time you’re meeting the prospect, you could target to agree to set up the date for the 2nd meeting. If you’re negotiating a contract, you could get the prospect to agree getting back to you with their feedback within 2 weeks.

PART 4 Q&A. Your Most Frequent Questions, Answered.

Here are the most common questions business people ask themselves when it comes to making better sales presentations.

⚡ What Are the Objectives of a Sales Presentation?

What is your  (realistic) goal for this sales presentation?

You can either be looking to inform, educate or persuade your prospects and clients. And the answer will depend on the level of relationship you’ve established with them (If it’s the first time you meet, “closing the sale” might not be the appropriate answer).

Here are a few examples of objectives you could come up with (the more specific, the better):

I’m doing this sales pitch to…

Understand X, Y and Z aspects of the prospect’s business in order to draft a proposal that’s relevant to his expectations. Introduce a new growth opportunity we’ve identified for [company] and get their feedback on it. Build a relationship with a new prospect (so two years from now he wants to purchase from us).

⚡  How Should I Prepare My Pitch Presentation?

Let’s face it:

Prospects want to know whether you can help them get more of what they want.

Do research on those 5 aspects:

Who are your target customers, specifically? What are their hopes, fears and dreams? How much do they know about the solution what you’re trying to sell them? Is their market share growing, steady or declining? Which channels do they use to use to reach, acquire and retain their customers?

Plus, here are important question marks you should be able to answer:

⚡ What is the Best Slide Deck Structure?

The basic structure of any sales presentation includes 4 key points: 1) the problem faced by your prospect 2) the dream solution (the results they’re after), 3) how your company helps them get what they want  (the benefits and results you offer) and 4) reasons why the prospect should chose you over your competitors.

⚡ How Can I Improve My Sales Presentation Design?

If you’re starting from sub-zero  (or want to educate yourself better than 80% of the people out there),  check out this post . It breaks down 100+ simple, practical presentation tips to help you plan, design and deliver unforgettable presentations.

If you’re looking for practical design tips , head over to this guide  where I list 21 simple slide design tips to help you make better decks fast.

Want to craft a more creative deck ? Check out this post . It includes actionable techniques to help you design creative presentations within minutes (with free templates, lessons and resources).

⚡ Where Can I Grab Business Images For My Presentation?

Right here (free)

⚡ How Should I Open/Start My Presentation?

Most audiences will give you only 30-60 seconds to convince them they want to listen to you.

As a result, your introduction is the most important part of your presentation because it will directly affect whether they want to hear more about what you have to say (or not). To that end, your presentation opening needs to accomplish four things:

1. Get the audience interested in the presentation 2. Build rapport 3. Establish credibility 4. Tell the audience what the presentation is going to provide them

Use the GTS (give them something) formula to get your audience’s excited about what they’ll be able to do or know by the end of your pitch:

Today, I’m going to show you [ statement that benefits your audience ]. By the end of this presentation, you will [ result they’re interested in ].

Today, I’m going to show you how you can use conversion optimization to triple your sales in less than 6 months.

⚡ What Questions Should I Ask the Prospect?

Can you help you understand how you measure success in regards with [topic]? What do you want to achieve, specifically? This year? Mid-term, long-term?) Tell us about your business in one sentence? What makes you different? What are your client’s biggest problems and aspirations? (Visualize what matters to them) What delights your customers about your product? Does our offering make sense for your world? Could you see this applying to you? Can we agree on [proposed next steps after the meeting]?

⚡ How to End/Close a Sales Deck?

If you’re sending the file through email, include a slide with a call-to-action enticing them to contact you, and give them your contact info.

If you’re having a meeting, summarize orally your understanding of customer’s goals and needs, and how you can help them achieve those goals. Also make sure to propose, and agree on the next steps. For instance:

“Would that work with you if we send you a recap of this meeting, the additional elements we talked about, and follow up within a week of time?”

⚡ How Long Should My Presentation Last?

After having conducted an experiment , Dr. Maureen Murphy at the University of North Texas (UNT) said that:

“If a presentation that had 20 minute segments with short breaks in between, the people enjoyed the 20-minute chunked presentations more than a 60 minute presentation, learned more information immediately after, and retained more information a month later”.

She concluded:

“See if you can build in some kind of change every 20 minutes. For maximum learning you want a break every 20 minutes, as opposed to just a change of topic….Instead of taking one long break, take several short ones”.

Here’s my take on this study:

Break down your sales meeting in 20-minute chunks. For instance:

Chunk 1) Understand your prospect’s business. Ask him questions. Get insights. Chunk 2) Introduce your product/service offerings. Which is long enough for your prospects to understand clearly how your product/service can help them.

⚡ Can You Show Me Some Solid Sales Presentation Examples?

Check out this post where you’ll get 20+ real-world sales deck examples.

⚡ How Can I Improve My Current Sales Deck?

Then, equip yourself a professional, ready-to-use presentation template that’ll help you put together a great sales deck fast (and at the fraction of what a designer would cost you).

See, you’re smart enough to know you could spend that time on more strategic, higher level activities that actually move the needle (like tweaking your value proposition, challenging your business strategy or fine tuning your pitch).

And the truth is, you don’t have to spend a huge amount of time on designing, editing and arranging those slides for your high-stake, upcoming sales presentation:

Most templates include everything you need, from gorgeous, easy-to-edit slides and icons to charts and ready-made color themes.

For instance, I’ve used the fully editable graphics of Massive X , one of my favorite templates, to illustrate this presentation guide.

The Massive X PowerPoint Template

Here’s a quick intro video of their latest bundle:

Now, what I love about this bundle  (beyond the hundreds of beautiful, professional slides they’re offering) is their 100% editable illustrations:

And the great news is, Massive X comes with a  ton  of editable illustrations you can use for multiple purposes:

Use them to illustrate your sales presentation slides and get your point across more effectively.

Now, let’s take a look into the details of the bundle…

😍 Key Features

Not sure about what templates can do for you?

No worries, maybe you’d like to see my  detailed review of the best presentation templates available on the market  below.

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

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

7 Types of Slides to Include In Your Sales Presentation

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

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

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

So what can you do to make your offer compelling?

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

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

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

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

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

the psychology behind a sales presentation

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

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

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

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

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

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

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

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

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

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

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

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

Here are some further techniques used during the sales presentation:

Tactic #1: Use Simple Graphics

Use simple graphics to convey meaning without text.

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

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

Tactic #2: Use Icons

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

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

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

Tactic #3: Include Statistics

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

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

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

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

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

sales presentation

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

sales presentation

Before : Customer’s needs when they came on

After: What your company accomplished for them

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

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

Tactic #1: Use Graphics/Diagrams

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

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

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

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

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

Tactic #3: Use Visual Examples

Follow up your descriptions with visual examples.

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

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

Which is more effective for you?

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

sales presentation

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

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

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

sales presentation

Can you feel it?

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

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

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

Here are more tactics to inspire sales presentation ideas:

Tactic #1: Personalize Your Final Slide

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

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

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

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

Tactic #2: Pair Outcome Statements With Icons in Circles

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

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

Tactic #3: Include Specific Success Metrics

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

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

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

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

This means you need to cut to the chase fast.

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

sales presentation

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

sales presentation

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

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

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

sales presentation example

Ever heard of the Focusing Effect?

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

Easy choice.

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

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

Tactic #1: Tell a Story

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

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

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

Tactic #2: This vs. That

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

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

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

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

commonthread

Zuora tells a story by:

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

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

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

Tactic #1: Use Logos and Testimonials

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

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

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

Tactic #2: Include White Space

Pad your images with white space.

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

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

Tactic #3: Incorporate Hard Data

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

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

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

Psychology tells us that seeing colors can set our mood .

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

red

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

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

canvaimage

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

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

Tactic #1: Include a CTA on Final Slide

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

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

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

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

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

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

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

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

sales presentation pitfalls

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

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sales presentation definition in marketing

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At SmartCapitalMind, we're committed to delivering accurate, trustworthy information. Our expert-authored content is rigorously fact-checked and sourced from credible authorities. Discover how we uphold the highest standards in providing you with reliable knowledge.

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What is a Sales Presentation?

A sales presentation is an event at which a company representative meets with clients to demonstrate the company's products and services, with the goal of making a sale. Sales presentations are an important part of the marketing process, as they allow company representatives to meet directly with their customers, creating a personalized and individual sales approach. There are a number of different styles and formats for sales presentations, depending on the industry and the product being sold.

In some cases, a sales presentation takes place at the customer's business, as when a pharmaceutical representative visits a doctor's office to discuss a new line of medications. Sales presentations can also be held in hotels and conference centers, in which case they are usually designed for a crowd, rather than a single client. Clients can also travel to a company for a sales presentation, a method which is sometimes used when products are bulky. Airline representatives, for example, may travel to an aerospace company to inspect a new aircraft. Online sales presentations are also popular in some industries.

During a sales presentation, the company representative provides information about what the company is selling. He or she creates a pitch which is tailored to the customer and designed to draw the customer in, promoting the company's reputation and product and showing customers how the company's product will suit their needs. The representative also answers questions during the sales presentation, often using questions as marketing opportunities.

Classically, sales presentations include giveaways. Gifts are used by companies to make sure that they stay in their minds of their clients, as every time the client sees or uses the gift, he or she will think of the company. Product giveaways can include things like pens, mugs, and free samples, along with more elaborate giveaways, like weekends at resorts, free trips on aircraft, and so forth. In the case of a sales presentation which is designed to land a major contract or deal, the company may be quite lavish.

Visual aids are also used during a sales presentation, including physical models, product samples, and slideshows such as Powerpoint presentations. Commonly, people are invited to take product literature and information with them so that they can read up about the product after the sales presentation. They are also invited to take order forms and contact information for sales representatives so that they can place orders. A skilled sales representative can land a sale at a sales presentation, closing the deal before he or she even leaves the building.

Ever since she began contributing to the site several years ago, Mary has embraced the exciting challenge of being a SmartCapitalMind researcher and writer. Mary has a liberal arts degree from Goddard College and spends her free time reading, cooking, and exploring the great outdoors.

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Discussion Comments

Post your comments.

  • By: eillen1981 Some sales presentations are made with the assistance of a digital projector.
  • By: Foxy_A It is important to wear informal attire that isn't too flashy when giving a presentation.
  • By: Andres Rodriguez Sales presentations often try to get new investors for a company.

The Ultimate Guide to Sales Demos That Close Prospects

Learn how to create and implement sales demos for your team that will help you close more deals.

sales demo

PERFECTING THE PITCH

PandaDoc and HubSpot came together to give you an actionable guide, scripts, and templates for closing the toughest sales deals.

People practicing a sales demo process to close sales

Updated: 11/03/21

Published: 06/20/19

Have you ever considered buying a product or signing up for a service but felt you needed to see that product or service in action prior to making your decision? Maybe because you were unsure of how it actually worked or you didn't know whether or not if would solve a challenge you were facing.

Download Now: How to Perfect Your Sales Pitch

What Is a Sales Demo?

Sales Demo Basics

Sales demo steps, sales demo best practices.

That's where a sales demonstration comes in handy.

What is a sales demo?

A sales demonstration, or a sales demo, is when a sales rep delivers a presentation to a prospective customer to show them the features, capabilities, and value of the product or service. The purpose of a sales demo is to close a deal.

Before we dive into the sales demonstration process, let's look at the difference between a sales demo and a product demo, as they're often confused terms.

Sales Demo vs. Product Demo

To reiterate, a sales demo is the process of providing a prospect with a demonstration of your product or service. A product demo is the same process but it involves a current customer .

The point of a sales demo is to create a sale whereas the point of a product demo is to show an existing client how to use the product or service they already invested their time and money in.

Now, let's answer a few more questions that may come up as you begin thinking about your business's process and as you prepare to start delivering demos to prospective customers.

Use HubSpot's Sales Hub to organize and manage all aspects of your sales processes including your demos.

Who delivers a sales demo?

At virtually every company, a sales rep will deliver a demo to the prospective customer.

Why deliver a sales demo?

You deliver a sales demo to close a deal. With a sales demo, you're showing a prospect exactly how your product or service meets their specific needs and can mitigate any pain points and issues they're experiencing. This makes your prospect want to buy your product or service (or at least want to learn more about it so they can convert later on).

When do you deliver a sales demo?

Sales demos typically occur after a visitor becomes a lead. Depending on where a prospect is in the buyer's journey, there are a few specific points in time when you might deliver a sales demo (or ask if your prospect is interested in a demo).

  • When a visitor completes a micro conversion (signs up for your newsletter or requests more information)
  • When a lead contacts a member of your sales team to learn more about your product or service
  • When a lead requests a consultation

How do you deliver a sales demo?

There are a number of channels through which you can deliver your sales demos. You might offer your prospects different options to be flexible and meet their needs.

Ensure you have all of the tools needed to offer these sales demo delivery methods. For example, if you decide to deliver a sales demo via video chat, make sure you have access to software like GoToMeeting or Zoom , which allow easy screen share, face-to-face video chat, messaging, call features, and more.

Here are some more examples of common sales demo delivery channels:

  • Automated/ pre-recorded video
  • Live video chat
  • Research your prospect
  • Confirm the sales demo
  • Plan your sales demo before the meeting
  • Humanize the sales demo
  • Set an agenda for the demo
  • Summarize past conversations
  • Provide background
  • Explain the product or service
  • Address any questions the prospect has
  • Set expectations for next steps

1. Research Your Prospect

The first step in the sales demo process is to research your prospect. As the rep who's delivering the demo, you should have a deep understanding of the prospect's needs and pain points as well as what it is the company they work for does.

This will allow you to tailor and customize the demo to the prospect's specific needs and situation, which is a critical component of a successful sales demo .

2. Confirm the Sales Demo

A sales demo is something that's almost always planned in advance — so it's important to remember to confirm the demo prior to it happening. Make sure the planned time of the demo still works for the prospect and give them a window to postpone if they've accidentally double-booked or if something else came up.

Send a calendar invite as soon as you've confirmed the date and time of the demo (don't forget to include any dial-in information if needed). Ask if anyone other than the person (or people) you listed on the invite will be attending so you can add them. Then, follow up with a confirmation email the day before, or a few hours prior to, the demo.

Use free scheduling software to efficiently plan, organize, and manage all of your meetings.

3. Plan Your Sales Demo Before the Meeting

There are many ways to plan your sales demo in a way that will enhance it and make it more engaging depending on the channel you choose to present through.

For example, share your screen during the call with tools like the ones we mentioned above , create a personalized slide deck (with a tool like Canva) , and have any relevant links loaded and ready to go in tabs on your browser to reference so you can easily incorporate them throughout the presentation. Examples of these resources include a customer case study, an informative infographic, and any other web pages, like your testimonial web page, you think may come in handy during the demo.

You should also prepare statements around each tool or service you plan to show your prospects as well as any tie down questions — which spark agreement and invite the prospect to better define the value of a given tool or solution for their business — to ensure your prospect is following along and understanding the given information.

Plan tie down questions for each tool or section in your demo to ensure your prospect is following along, understanding your descriptions, and grasping how these tools can help them solve their problems. You want to lay out a clear path from A to B so they can envision the way your product or service can resolve their challenge.

4. Humanize the Sales Demo

If you start the demo with, "Hi. I'm Kristen ... Let's start the sales demo now!" you officially sound like a sales zombie.

To avoid coming off as a pushy, untrustworthy, and possibly unpleasant, ensure you're personable and show your caring, human side at the beginning of the call. After all, at this stage in the sales cycle, you and the prospect probably don't know each other that well. You might ask the prospect how they've been, how their latest project went, if their dog is finally potty trained, whatever. Time is precious, but so is rapport.

And rapport does not stop here. Build it at the beginning of the call and ensure it's continually injected throughout all other parts of the sales demo as well to establish a human and trusting relationship.

5. Set an Agenda for the Demo

Your sales demos should always follow an agenda. Prospects should be informed of this agenda prior to the demo beginning and can also be reminded of which stage of the agenda they're actually in throughout the demo. This sets expectations and keeps everyone organized and on task. Knowing what will happen during the demo will put the prospect at ease.

Emphasize there will be time at the end of the demo for the prospect to ask detailed questions (but you can also stress questions are welcome at any time).

6. Summarize Past Conversations

As you begin presenting the demo, mention any past conversations you've had with this specific prospect. This will remind them why they needed your assistance to begin with, why they considered doing business with you in the past, and how you determined you can help them during any previous conversations.

One way to neatly do this is by outlining the prospect's goals, plans, challenges, and timeline (GPCT) . Once they confirm this information is right, you can use this presentation slide (or brief discussion) as a springboard to jump into the meat of the demo.

7. Provide Background

As a rep, gaining the trust of the prospect is a critical component of closing any deal. To do this, provide some background information about your company. This will establish your company as a reputable and innovative potential partner for the prospect.

The ticket here is avoiding generic babble and incorporating specific facts about your company and it's products/ services that align with the needs of the prospect and their company.

7. Explain the Product or Service

Now, it's time to explain your product or service. When doing this, you'll want to ensure the explanation is both specific and tactful.

Start with an overview or the product and it's basic features. Explain why this product exists, and link it to the prospect’s needs (which you already confirmed with the GPCT) . Each feature being presented in the demo should tie back to why the product is the best solution for the prospect's challenge.

Next, bring in the "wow" factors. This should answer the question, "What unique value does the product offer?"

This is where personalization is key. For example, if a HubSpot prospect mentions they want to improve their blog's SEO, you could feature the SEO, Content Strategy, and Keywords tool . You can also always refer back to any previous conversations and plans you worked on with the prospect during earlier conversations and ask a tie-down question to ensure you're all on the same page at this time as well.

Furthermore, if your company provides excellent customer service to help with the onboarding process and beyond, include that information in this part of the demo. Knowing help will be available when needed does wonders to reassure a doubtful prospect.

9. Address Any Questions the Prospect Has

As mentioned, you'll want to ensure every demo has time for Q&A at the end of the demo. Throughout the demo, try to anticipate possible objections the prospect might have by listening to their tone and even watching their facial expressions (if they're on a video call or meeting in person).

By picking up on these emotions and concerns, you can frame your responses and answers in a more personalized way. You can also determine whether or not you should pull out that extra infographic or show an example of a customer successfully solving the same problem using the tools being referenced. This builds social proof , credibility, and shows the prospect that others have succeeded by partnering with you.

10. Set Expectations For Next Steps

Whew! You've officially completed the delivery of the sales process. Now, the big question: Is the prospect interested in moving this conversation forward to possibly make a deal?

Let the prospect know upfront what's required on their end for the solution to be successful. For example, show a final slide to summarize the discussion in terms of the prospect’s necessary commitment, skills, time, willingness to learn, and budget for the solution to be a worthwhile investment for them.

If they're interested in learning more or keeping the conversation going, you can set up a follow-up conversation. Or — even better — if the demo was highly effective in convincing the prospect, it might be time to begin a closing sequence to complete the deal (yay!).

There are some best practices you'll want to make sure you follow and consider while working on your sales demos to meet the needs of your clients and develop a consistent, effective, and repeatable process for you and your fellow reps.

Personalize the Sales Demo

Personalize the sales demo to fit the needs of the specific prospect you're speaking with. You always want to distill your demo down and customize it to your audience's situation with only the essential information they need.

To do this, make sure your demo demonstrates the ways your product is suited to address their pain points and meet their needs. Prospects and customers only care about the features that impact them in a positive way, so you'll want your demo to highlight those.

Always Explain "Why"

With everything you present and share throughout the demo, you must explain the "why" behind it. Why is your product better than your competitor's products? Why is your product or service ideal for managing the prospect's issue? Why should your prospect want to do business with you? Why do your current customers love your product?

These are the types of points and comments that may just move your prospect from an interested lead to a new and loyal customer — they differentiate you from other companies and make your demo significantly more convincing.

Remember To Be Adaptable

The sales demo steps are a bit like an adaptable script you can refer to and pull from to ensure you're providing all prospects with an on-brand, consistent, and professional experience.

You can also make sure you run through various situations regarding the reasons why prospects might need your product or service and how it can help them with your sales manager so you're ready for all scenarios. Additionally, you might choose to review some possible questions the majority of prospects currently ask the rest of your team so you're ready to provide quick, helpful, and impactful responses on the fly.

And remember, every interaction, prospect, company, and situation is unique, so prepared to adapt the demo as needed. Your job is to meet your prospect where they are to show your support, flexibility, and commitment to their success.

Prior to, during, and after the delivery of any sales demo, it's critical you listen to both the prospect and your fellow reps.

You need to listen to your prospect's needs, pain points, concerns, questions, hesitations, and positive or negative feedback. This will allow you to customize the demo and all future conversations to fit their needs and tailor the points you make during the demo to highlight the ways your product can resolve their challenges.

Additionally, you need to listen to your fellow reps. Your demo process is ever-changing and you're the group people who are actually working with prospects, conversing with them about their issues and needs, and delivering the demos every day.

So, who better to ask for feedback on the current demo process (what should stay the same and what could be improved) than the other members of your team? Because, maybe they've uncovered something you've never thought about or encountered (and vice versa).

Include Real Data

Data speaks volumes about your products, services, and ability to positively impact your customers. As we mentioned earlier, in your demos, don't be afraid to include real data about your company's success, the percentage of current customers who have solved problems similar to those of your prospects with your product or service, and more.

If a prospect asks for specific information about one of your product's capabilities, you can also pull in real data about the ways in which your solution works and functions.

Begin Creating Your Sales Demo Process

The demo is to sales what the climax is to a movie — this is the part where all the action has built up and resulted in one big moment where everything comes together.

That's why it's so important to get the demo right. Take the time to prep, understand your prospects, and determine how to tie your product back to the prospect's needs and challenges. This way, it'll be smooth sailing and improve the likelihood of closing a deal.

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

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    SCR: The Best Sales Presentation Structure of All. Situation, Complication, Resolution is really just a way of identifying: First identified in Barbara Minto's book The Pyramid Principle, the SCR structure is an effective way of establishing a persuasive case and will be familiar to anyone who consumes movies, TV, or books. Here's an ...

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    The basic structure of any sales presentation includes 4 key points: 1) the problem faced by your prospect 2) the dream solution (the results they're after), 3) how your company helps them get what they want (the benefits and results you offer) and 4) reasons why the prospect should chose you over your competitors.

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  15. Sales presentation

    Sales presentation. As a selling technique, a sales presentation or sales pitch is a line of talk that attempts to persuade someone or something, with a planned sales presentation strategy of a product or service designed to initiate and close a sale of the product or service. A sales pitch is essentially designed to be either an introduction ...

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  17. 6 Essential Elements of a Successful Sales Pitch or Presentation

    1. Build rapport with your audience. If you want to give a successful presentation, you need to connect with your audience. Start out the presentation by addressing the audience and by appealing to them. This can be done by asking about their business (e.g., a new product launch or announcement).

  18. What is a Sales Presentation? (with pictures)

    Mary McMahon. A sales presentation is an event at which a company representative meets with clients to demonstrate the company's products and services, with the goal of making a sale. Sales presentations are an important part of the marketing process, as they allow company representatives to meet directly with their customers, creating a ...

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