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Sales presentations: templates, examples and ideas on how to present like a pro

A good sales presentation is more than a simple pitch, a demo or a list of facts and figures. Done well, at the right time in your sales process , it’s a tool for getting your prospects’ attention, drumming up excitement and moving prospects toward a buying decision.

In this guide, you’ll learn how to use the power of storytelling to drive decision-making and close more deals. We’ll also cover the fundamental elements of an effective sales presentation strategy, what to include in your sales decks and practical ideas on how to deliver them.

What is a sales presentation?

A sales presentation is a live meeting where your team showcases your product or service and why it’s the best option for your prospect.

Although the terminology differs from company to company, a sales presentation is not always the same as a sales pitch.

A sales pitch is what your sales professionals do all day long, on the phone, over Zoom or in person with clients.

A sales presentation (although it’s still a sales pitch) is a point-in-time event that usually happens when your sales team is trying to close a more lucrative deal. It’s not a simple phone call, as it often involves a meeting and a demo.

Because you’re likely presenting to a group of senior decision-makers and executives, sales presentations require ample prep time and coordination across multiple team members.

Key takeaways from this sales presentations article

Deliver effective presentations: Make your sales presentations compelling with storytelling, effective slide decks, tailored content and strong delivery techniques. Benefits of great presentations: Sales presentations grab attention, excite prospects and drive decision-making, helping close more deals by showcasing your product’s value. Pipedrive’s tools, including customizable sales dashboards and Smart Docs , help you create professional, tailored presentations that enhance your sales strategy. Try Pipedrive free for 14 days .

How (and why) to use storytelling in your sales presentation

Use stories in your presentations to help people remember and relate to your brand.

Statistics, facts and figures can help when you’re trying to persuade a prospect to become a customer, but they’re more impactful if you can frame them with a memorable story.

For example, tell a story about a customer who faced the same challenges as your prospect and supplement it with powerful data, they are more likely to listen and want to know more.

Human beings have a deep relationship with storytelling. Stories move, teach and, in a sales context, persuade audiences.

Chip Heath, a Stanford professor and the co-author of Made to Stick , demonstrates the importance of storytelling by doing an exercise with his students. He divides them into groups and asks them to deliver a one-minute persuasive pitch based on data he’s just shown them.

After the pitches are delivered, he asks the class to jot down everything they remember about them. Although most students use stats rather than stories, 63% remember the stories, while only 5% remember an individual data point .

The stickiness of stories makes them a useful tool for developing a sales presentation outline. They help prospects understand and remember the key points of the presentation and your product.

Thomas Dredge Sales Manager, Particular Audience

Start with a problem (and a deadline)

Your presentation is about the solution you’re offering your prospects, but it shouldn’t start with that solution.

Instead, lead with the problem your solution was designed to solve.

“ Value selling is key,” says Bradley Davies, business development at Cognism . “It is important to understand your buyer and tailor their journey to what you can do for them.

“First, you need to understand what is motivating them to have a discussion, which allows you to identify their pains and present how your offering solves their pains. Everything presented to a prospect should be based on the value for them specifically.”

You might choose to tell a story that positions your product as the hero, helping the customer vanquish a villain: their pain point.

Your story should be tailored to the pain points of the prospects in the room. For example, a change to their business, industry or the technology they use.

“If an element of your offering is not relevant, then don't distract them from the important features. It will keep them engaged and help to build their user story,” adds Bradley.

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Digging deep to determine customer pain points and make the sale

Create a sense of urgency around your product: It’s a solution to their problem, but if they don’t act now, they could miss an opportunity. Tell a story about what might happen if your prospect doesn’t change, framing the consequences of inaction.

Focus on outcomes

You’ve outlined the problem and, if you’re doing your job, your audience is nodding along. Now it’s time to start talking about the solution.

However, that doesn’t mean you should launch into the features and benefits of your product just yet.

Rather than presenting your product, a good sales presentation draws a picture of what life could look like for a customer once they start doing things differently. How will their workload or productivity improve? What will they be able to do with additional time and resources? How will they reduce spending and increase revenue?

From there, introduce your solution and the features that can make this brave new world possible. Do this in a few ways:

Position your features against the old way of doing things

Present those features as “superpowers” that will solve your prospect’s problems

Compare those features to competitors’ features

Quantify the value your features bring vs. the cost of doing nothing

Use a combination of some or all of the above

Creating a winning sales presentation slide deck

Most sales presentations include a slide deck to deliver facts, case studies and statistics that convey the value of your solution.

Create your sales pitch deck in an application like PowerPoint or Google slides to ensure your presentation is visible to everyone in the room (or in a virtual setting).

The best sales decks have a few key elements:

A great cover image or opening slide. Like the story you open your presentation with, your cover slide should grab your audience’s attention.

Data and key points . Charts, graphs, infographics, quotes and other information back up your presentation. Your slides should support your presentation by visualizing data, not repeating what you’re saying. You can get metrics from third-party sources or (if appropriate) from your own sales dashboard .

Testimonials and case studies from other customers. Quotes and success stories from or information about other customers, preferably in the same industry as your prospects, will act as social proof and go a long way to backing up your claims.

Competitive context. In all likelihood, your product isn’t the only one a potential customer is evaluating. Savvy sales professionals take the opportunity to proactively communicate how their product stacks up to their competitors’ and anticipate objections.

Customized content. While it might seem tempting to use the same content for every presentation, you should personalize your presentation for each meeting. You might want to use your prospect’s brand colors, find data specific to their market or industry, or reference an earlier exchange. You can find ready-to-use customizable sales decks through a graphic design app, such as Canva.

A glimpse into next steps. Give your prospects an understanding of what new customer onboarding looks like with a slide that includes a direct call to action offering next steps. For some companies, the training and customer support experience can be a value proposition in and of itself.

A note about text in your sales deck : Keep the slides simple and light on text. Your prospects don’t want to look at a wall of words to read. According to data from Venngage , 84% of presenters use visual data in their presentations – and for good reason: You don’t want to overwhelm your audience with text as they listen to you, look at your sales deck and watch the demo.

When you do include text, ensure you use a font (and font size) that can be easily read by everyone sitting in on your presentation.

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What else to bring to your sales presentation

Now that we’ve discussed the story elements of a sales presentation and your slide deck, what else should you bring to the meeting?

Most sales presentations are in-person affairs and include visual elements like a sales deck, handouts or even an in-person demonstration of the physical product. Here are a few things to think about including in your pitch.

13 examples of sales collateral you need to drive revenue

The product.

Nothing sells a product like seeing it in action.

Take Scrub Daddy, a sponge that changes shape depending on the heat of the water. When Aaron Krause, Scrub Daddy’s founder and inventor, presented the product on Shark Tank in 2012 , he demonstrated the sponge cleaning dirty kitchenware and greasy countertops. He also used bowls of water and two 10-pound weights to show the sponge’s amazing morphic abilities.

The tactic paid off: Scrub Daddy partnered with Lori Greiner for $200,000, in return for 20% equity in the business and is now considered one of Shark Tank’s most successful products.

Not all products are easy to demo, so you may have to improvise.

With a physical product, think of the perfect environment for a demo. What would show the product at its best?

With a digital product, make sure you have the technology on hand to show what your product can do (and check beforehand that the tech works). If it’s a mobile app, have your prospects download it. If it’s a platform, consider producing recorded or interactive product demos that can be embedded in your sales presentation.

For items that are too big to be brought in or which are location-specific, you may have to rely on a video as part of the presentation.

7 steps to putting together a brilliant sales demo

Leave behinds.

Depending on the nature of your solution, you may want to have materials you can leave with the prospects in the room.

This can be as simple as contact information or sales literature you pass out at the end of the presentation. It can also be something that’s part of the presentation, like a QR code that allows them to download the demo on their phones. Whatever format you choose, make sure the material is concise and to the point.

Tailoring your sales presentation to speak to your audience

Once you develop a strong sales deck template, it’s tempting to use it over and over with your target audience. Remember, personalization is essential in sales.

During lead generation , prospecting and sales calls, you know that prospects are more interested in buying if your pitches are tailored to them. It’s the same with your sales presentations, especially if you have an unusual prospect.

Let’s say your product is a CRM that’s normally used by sales organizations, but a human resources department is interested in using it to create a recruiting pipeline.

You wouldn’t use a sales deck with sales-related examples to sell it during the presentation.

Instead, you’d research talent acquisition challenges, ask your product department to create a template or a demo aimed at recruiting and build your sales deck accordingly.

Different industries have unique challenges and opportunities. It’s your responsibility to tailor your value proposition and key bullet points accordingly.

“To craft the perfect sales presentation pitch,” advises Danny Hayward, Sales Manager at Unruly , “ensure you take care of these three things:

Ask the right questions beforehand to understand the needs of the client, especially their flaws

Learn your product inside and out

Rehearse, rehearse and rehearse again

Danny Hayward Sales Manager, Unruly

How to nail your sales presentation delivery

Here are a few tried and true sales presentation techniques to make sure you close the deal.

Whether you’re presenting solo or as part of a team, it’s important to plan in advance. Follow these sales presentation tips for preparation.

Practice, practice, practice . You’ll need to get the timing right, especially if your presentation has a lot of moving parts. Go through it to make sure your timing works, so that you can nail the meeting itself.

Make sure everything works . You don’t want to go into a meeting with a faulty PowerPoint presentation or a broken sample – or find out there is no whiteboard when one is integral to your demonstration. Do your best to make sure everything goes to plan.

Decide on everyone’s roles . This one is just for those presenting as a team. Will different sales reps speak through each section? Will one rep talk while the others handle the sales deck and demo? Decide who will do and say what ahead of time.

Know your attendees. Make sure you know who from the prospect company will be in the meeting, their titles and the roles they each play in the buying process. Conducting light social media research can also clue you into attendees’ past experiences or alma maters (information that can fuel pre-presentation small talk and forge closer connections with your audience).

Practice confident body language

Presentations usually happen in person, which is why you need to practice strong body language. You want to look relaxed and confident (even if you’re shaking in your shoes).

Here are some ways you can improve your body language:

Eye contact . Make and maintain eye contact, even in virtual meetings. This shows people you’re interested in them and invested in what they have to say.

Stand up straight . Pull your shoulders back and straighten your spine; fixing your posture is an easy way to convey confidence. You’ll also feel better if you’re not hunched over.

Chin up. It’s hard when you’re in front of people, but don’t look at the floor or your shoes. Face straight ahead and make eye contact (or look at the back wall rather than the floor.)

Have a firm handshake. Some people judge others by their handshakes. Offer a firm handshake to make a good first impression.

Engage your audience

Presentations can span 30 to 60 minutes or more, so you need to be able to hold your prospects’ attention. There are a number of ways to keep everyone interested:

1. Understand your audience’s attention span

The beginning and the end of your presentation are the most memorable, so that’s where you want to use your strongest material.

Rather than leading with your product’s features, use the first few minutes of a presentation to briefly introduce yourself, and share the compelling story we mentioned earlier. If your demo itself is compelling, lead with that.

Then talk about product features and pricing. Your prospects might have already researched it or can look it up afterward, so it’s fine that it’s occupying real estate in the middle of the presentation.

Lastly, finish strong. Return to your story, sharing how your product solved an important problem. Close with confidence, and open the floor for questions.

2. Be funny

Humor can be tricky, so if you’re not comfortable making jokes, don’t force it. If, however, humor is part of your brand voice and you think it will be well-received by your audience, go for it. Humor can be a good way to connect with prospects, make your presentation memorable and relax everyone in the room.

3. Use a little showmanship

The best thing about a sales presentation is that it lets you show off your product. Unlike a pitch, a presentation lets you pull out the stops, make a splash and showcase your solution.

Use this to your advantage and be as memorable as you possibly can.

Sophie Cameron Business Development Representative, CAKE

What to do after the sales presentation to close the deal

The sales cycle isn’t over when the sales presentation ends. Here are some tips on how to wrap up loose ends and close the deal.

Take questions

Encourage questions to show prospects you care about their experience.

Sometimes prospects may want a question answered right in the middle of a presentation. Interactivity is a great sign of engagement. If that happens, stop the presentation and take their questions head-on to show you’re listening and validate their thoughts.

Other times they may sit silently waiting for you to give them all the information they need.

In either case, proactively ask for questions once you’ve ended your presentation. Encourage them to share their concerns. This is a consultative selling approach that works to build a relationship with your prospects.

By the end of your sales pitch, your prospect should be ready to come along with you and start your business relationship.

Outline the next steps of the process. The first could be offering a trial of your product, scheduling a follow-up meeting or sending over a proposal.

Whatever the steps, make sure they’re clearly defined. If you don’t hear from the prospect soon after the proposal, check back in with a follow-up email or call.

How to write a response-worthy follow-up email (with 15 templates)

Great sales presentation examples (and why they worked)

Here are some sales pitch examples you can use to inform your next sales presentation; these examples range from great sales decks to presentations and we’ll explain why they worked so well.

The successful demo

Stephen Conway of vegan chocolate brand Pure Heavenly opened his elevator pitch on the UK’s Dragons’ Den in 2019 by handing out samples of his chocolate. The product, paired with Stephen’s story about wanting to create an allergen-free treat that his young daughters could enjoy, led to three offers.

Why it worked: Conway knew the strength of his product and packaged it in a personal story, betting (correctly) that it would sell itself.

The data-driven presentation

Lunchbox is a restaurant technology company that specializes in online ordering, customer loyalty and guest engagement software. The sales deck the company used to raise its $50 million Series B in 2022 relied on bold visuals and graphs to illustrate its market opportunity, ARR history and competitive differentiators.

Why it worked: The deck tells two stories, one about the company itself and another about the way consumer dining habits have changed in the wake of COVID-19. Lunchbox used data to show how it met the industry’s new pain points for both itself and other companies.

Sales data: How to analyze sales data and a sample Excel spreadsheet

The presenters with overwhelming confidence

When Brian and Michael Speciale went on Shark Tank in 2017 to pitch their product, The Original Comfy, they had very little – no numbers or inventory, just a prototype of a big fleece blanket/hoodie and video of that hoodie being worn everywhere from the couch to the beach. What they did have was a good product and confidence in that product. Their presentation earned them an offer of $50,000 for 30% from Barbara Corcoran.

Why it worked: Corcoran says she bought in because the Speciale brothers had a good idea, the guts to present it and knew they had to strike while the iron was hot. While you probably should be more prepared for your own sales presentation, the Original Comfy story shows just how important confidence is in a sales presentation.

Begin your sales presentation by capturing your audience’s attention and establishing a solid foundation for the rest of your presentation. Here are some steps to consider:

Greet and introduce yourself

Establish rapport

State the purpose and agenda

Address the pain points

Present a compelling hook

Outline the benefits

Establish credibility

Set expectations

Remember to maintain a confident and enthusiastic demeanor throughout your presentation.

The ideal length of a sales presentation can vary depending on factors such as the complexity of the product or service, the audience’s attention span and the context in which the presentation is being delivered. However, keeping a sales presentation concise, focused and within the timeframe is generally recommended.

The conclusion of a sales presentation is a significant opportunity to leave a lasting impression and inspire action from your audience. Here are a few steps you should take to end your presentation effectively.

Include a call to action

Summarize key points

Showcase success stories

Open the floor to questions

Offer additional resources

Here’s an example of how to end your presentation:

“To quickly recap, we’ve covered these key points today: [Summarize the main features and benefits briefly].

“Now, let’s revisit our success stories. Our clients, like [Client A] and [Client B], achieved [mention their specific results]. These successes demonstrate how our product/service can deliver tangible benefits for your business.

“I’d be happy to address any questions or concerns you may have. Please feel free to ask about anything related to our offering, implementation process or pricing.

“Before we finish, I’d like to encourage you to take the next step. Schedule a demo, request a trial or start a conversation with our team. Don’t miss the opportunity to experience the advantages firsthand.

“Lastly, we have additional resources available, such as case studies and whitepapers, to provide you with more insights. Feel free to reach out to our team for any further assistance.

“Thank you all for your time and consideration today.”

Final thoughts

It can be tempting to play it safe with a sales presentation by keeping it to a sales deck and a speech – but a sales presentation should be a show-stopper.

The best sales presentation tells your customer’s story, validates with data, offers a demo and more. It’s a major undertaking that shows the strength of your product. Done well, it keeps your prospects engaged and will make them want to do business with you.

Show customers how your product can push their business forward (or better yet, how your product can make them the superhero) and you’ll have a winning sales presentation that sparks your customer’s interest and drives revenue.

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6 Essential Elements of a Successful Sales Pitch or Presentation [Infographic]

Updated: January 28, 2020

Published: April 09, 2019

Calling a sales presentation a "pitch" is a little misleading.

In baseball, good pitchers strike batters out. But in sales, a successful pitch is one that connects -- and gets hit out of the park.

As a pitch, however, good selling is something of an art form. People want to be told a story, to understand how your value proposition is going to mesh with their business and enhance it. How you accomplish that is up to you.

But along with the art of sales is a bit of science. The types of information most likely to convince a person to buy, or help them understand what you're talking about, can be broken down to zeroes and ones.

For example, did you know 40% of people respond better to information in visual form than when it's written? Or that the best presentations are two-thirds stories?

What is a sales pitch?

The sales presentation is where a huge part of this work gets done. Though you'll be speaking with your prospects about different concerns and questions on the phone, a sales presentation may be the best chance you have to put all your cards on the table and demonstrate exactly why your service is perfect for the prospect.

This infographic from PPTPOP breaks down the six essential elements of a successful sales presentation and includes examples from other companies' winning pitches .

From limiting the service offerings you recommend for a particular customer to ease their decision, to the types of proof you should include to demonstrate your product's worth, these helpful tips will help juice up any sales presentation.

Read on for tips on creating the perfect sales presentation, or skip to the infographic here .

Structure of a Sales Pitch

• A Stellar Cover Slide
• A Value Proposition
• A Powerful Story
• Enticing Solutions
• A Clear Call-to-Action

1. A Stellar Cover Slide

Your cover slide should reflect your company stance and industry. Your audience needs to "get it" instantly. Since 40% of people respond better to visual information than plain text, Google , Flickr , Unsplash , and Fubiz can be great sources for images that immediately boost your pitch.

2. A Value Proposition

What do you do? Summarize the value of your promise to deliver to prospects, and explain why they should buy from you. To help hone your value proposition, try using the "VP" formula:

[Company name]

helps [target audience]

with [services]

so you can [benefits].

Still not quite breaking through? Check out these examples of great value propositions:

• Geekdom - "We're a new kind of collaborative workspace where entrepreneurs, technologists, developers, makers, and creatives help each other build businesses and other cool things together."
• Airbnb - "Airbnb is a trusted community marketplace for people to list, discover, and book unique accommodations around the world."

3. A Powerful Story

The most successful presentations are 65% stories. Present your story and your team to humanize your company and increase likeability.

Make sure you include the reason why your company and product came to be. Tell your audience what motivates your team to wake up and work every day. And offer tips that are personal and will make your audience smile, like, " John eats fast and makes things work. "

4. Enticing Solutions

First, focus on your client's problem. Here's how Airbnb did it:

Airbnb's first pitch extract: "Price is an important concern for customers booking travel online. Hotels leave you disconnected from the city and its culture. No easy way exists to book a room with a local or become a host."

• Problems - Price, convenience, access
• Aspirations - Have choice, unique experience, make money renting your place

Then, break down your value propositions into solutions tied to the benefits your clients want. Examples of benefits are, " Make more money and grow your business, " " Look good and impress, " and " Save time and money. "

How to list your solutions:

• Don't give too many choices
• Communicate results customers will get
• Make it easy and quick to understand
• Give examples that demonstrate your product's value.

The proofs you'll provide have to answer this question: " How do I believe you? " You should also:

• Add testimonials - They highlight what clients love about doing business with you. Use real client's pictures to enhance credibility impact.
• Share research data - Use expert quotes and findings that tie to the benefits of the product you're offering.
• Compare your products vs. competitors - Show your audience how you're better.
• Provide extra benefits - Offer a money-back guarantee, free trial, or free shipment to show and earn confidence.

6. A Clear Call-to-Action

A call to action is a simple command directing customers to take action (buy, start a free trial, sign up for our mailing list). To make your call-to-action even more enticing, include these sensory words to enhance your pitch .

Creating a Sales Presentation

• Build rapport with your audience.
• Lead with solutions.
• Include case studies.
• Ask for feedback.
• Be open to questions.

So, you're ready to create a sales presentation ? Here are some tips to keep in mind.

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).

2. Lead with solutions.

What's the biggest pain point your product or service will address? Start your presentation by providing the solution right off the bat. Not only will this capture your prospect's attention, but it will also keep them engaged and hungry to learn more about what you and your company have to offer.

3. Include case studies.

How can you support the solution you provided? Show the prospect how that solution can be applied. Case studies allow you to highlight specific aspects of your product or service that will positively impact the prospect's company. This helps you build credibility and further develop trust.

4. Ask for feedback.

It's important to connect with your audience and make sure they're engaged in your presentation. For example, you could ask, "Does this make sense?" or "Do you see how this would work for you/your team/your company?" Asking for feedback ensures that you're on the same page.

5. Be open to questions.

Let your audience know that they can ask questions at any time. Be aware of your audience and their reactions throughout the presentation. Sales strategist, Marc Wayshak , recommends, "Whenever a prospect interrupts you -- either with a verbal remark or subtle shift in their facial expression or posture -- stop immediately. Acknowledge the interruption, and welcome the opportunity to explore it with the prospect." You'll provide even more value to the prospect by addressing their questions and concerns during the presentation.

Your pitch is the fastest and easiest way to set yourself apart from your competitors. Make sure it pops with these tips -- and see the difference in your quota results.

Looking for more? Check out these sales pitch examples next.

Don't forget to share this post!

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7 Sales Presentation Examples for Successful Pitches

A successful sales presentation can significantly influence a potential client’s decision-making process. It needs to be engaging, informative, and persuasive.

This guide explores the components of an effective sales presentation, and best practices for creating one, and provides seven exemplary sales presentation templates from various sources.

What Is a Sales Presentation?

A sales presentation is a strategic dialogue designed to persuade a potential client or customer to purchase a product or service. It typically involves a detailed explanation of the product’s features, benefits, and potential return on investment.

What Is Included in a Sales Presentation?

A sales presentation typically includes sections on:

• Introduction : Brief introduction of the company and the presenter.
• Customer Needs : Identification of the client’s needs and how they align with the product or service.
• Product/Service Details : Detailed information about the product or service, highlighting unique selling points.
• Success Stories : Real-life examples or case studies demonstrating the value of the product or service.
• Pricing and Packages : Overview of pricing options and any customizable packages.
• Call to Action : Strong conclusion that prompts the audience to act or decide.

Sales Presentation Best Practices

Creating an effective sales presentation involves several best practices:

• Tailor Your Message : Customize the presentation to address the specific needs and interests of your audience.
• Keep It Concise : Focus on key points to maintain the audience’s attention and keep the presentation within an appropriate timeframe.
• Use Visuals : Employ charts, graphs, and images to make your points clearer and more engaging.
• Rehearse : Practice your presentation multiple times to ensure smooth delivery.
• Engage Your Audience : Encourage questions and interact with the audience to make the presentation more dynamic.

7 Sales Presentation Examples

1) piktochart: “sales pitch examples”.

Piktochart’s Sales Pitch Examples illustrate how to effectively communicate the value of your product or service. These examples showcase various strategies to capture and retain the audience’s interest, making them highly practical for anyone looking to enhance their sales presentations.

Canva Sales Presentation Template offers visually appealing templates designed to make sales presentations more engaging. These templates are easy to customize and suitable for a wide array of industries, helping presenters create professional-looking presentations effortlessly.

2) Slidebean Sales Pitch Deck Template

Slidebean Sales Pitch Deck Template is designed to streamline the creation of impactful sales presentations. The template guides users through structuring an effective pitch, emphasizing the art of storytelling to captivate potential investors and clients.

3) Prezi Sales Plan Presentation Template

Prezi Sales Plan Presentation Template offers a dynamic way to engage audiences with its distinctive zoomable canvas. The template allows sales professionals to outline their strategies and goals in a visually engaging sequence that captures the natural flow of a sales process.

It is designed to help presenters illustrate complex sales plans through a structured yet flexible narrative, enabling the audience to follow along through a visual journey of targets, tactics, and expected outcomes.

4) Queza : Pastel Color Sales Marketing Powerpoint

Queza : Pastel Color Sales Marketing Powerpoint from Envato Elements is designed with pastel colors and a clean, modern aesthetic, making it ideal for sales and marketing presentations that require a fresh and inviting look. This PowerPoint template is versatile, featuring a range of slide layouts that can be used to showcase products, market analysis, sales strategies, and more.

5) SlideSalad Sales Deck PowerPoint Templates

SlideSalad Sales Deck PowerPoint Templates ****offer a comprehensive sales deck that is robust and creatively appealing, ideal for making impactful sales presentations. It features hundreds of unique slides designed for various sales niches, allowing for extensive customization.

6) Solua : Cyber Monday Sale Event Powerpoint

The Cyber Monday Sale Event PowerPoint on Envato Elements is a powerhouse for creating high-impact sales presentations. This template features a modern design that effectively combines bold colors and sleek layouts to capture audience’s attention. It includes multiple slide options to showcase products, promotional offers, and pricing strategies.

7) SlideModel Sales Pitch Presentation Template

SlideModel Sales Pitch Presentation Template offers professionally designed templates tailored for sales presentations. These templates are structured to facilitate clear communication of complex data, strategic alignment, and persuasive storytelling. They are particularly useful for sales teams looking to present data-driven arguments effectively.

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Prep, Present, and Follow Through: How To Nail Your Next Sales Presentation

Audrey Harris

Share article.

When it comes to building an effective sales presentation, no one-size-fits-all sales deck exists.

Every sales presentation you deliver to a prospect should be personalized and tailored just for them. Successful selling today is about establishing yourself as a trusted advisor. Cookie-cutter messages won’t do that. So how should you get started?

High-performing sellers close more deals by focusing on their prospects, rather than their products. Follow these sales presentation tips before, during, and after your next meeting to make it more resonant (and hopefully, more lucrative). These tips work whether you’re building customer relationships remotely or in person.

Deliver polished presentations that address your prospect’s biggest pain points

Use generative AI, powered by Einstein, to help you draft an engaging, tailored talk track for your next sales presentation, perfectly aligning product value to specific prospect needs.

Step 1: Research the company and your contact

An effective sales presentation starts long before the actual presentation. The first step is to learn who your prospect is and the challenges they face; then you can use those insights to show how you can help them succeed.

In particular, you should research the company, the challenges it faces, and the contacts who will hear your presentation.

Learn more about the company’s past, present, and future

First, consult your CRM platform. Find other accounts from the prospect’s industry and see what their customer journeys looked like. Their client information and case history will help you learn what products and services they use most and how your company serves them well. The information in your CRM platform can give you insights and tips that will help you win deals like the one you’re currently working on. Take a look, too, at the sales pipeline for that particular industry. Your CRM system is a tool specifically used to help you sell successfully and should be used throughout the sales process.

Once you have that preliminary information, head to the company website and research what the prospect’s company does, how big it is, and what products or services it offers. Then, dig deeper. Make a note of their mission, values, and corporate culture. Also try to learn more about the company’s history and any news items involving the company. Look into the company’s annual report to get a good idea of where it might be headed in the future.

Your presentation should focus on using insights from your research to show a deep understanding of the company and why your product or service can help it grow.

Consider the company’s challenges

As you learn about the company, pay special attention to the challenges it faces that are relevant to your product or service offerings. Remember these issues so you can use them as conversation starters during your sales presentation. Then you can offer advice — or insights — about how they could better face those challenges.

This type of approach is called insight selling: You as a salesperson bring unique, tailored insights to a prospect to solve their problems.

For example, if you sell a marketing tool, you may notice in your research that your lead is currently using the same ads across social media, search, and display networks. Your insight might be, “I see that your company is using the same ad copy across several platforms. How have those ads been performing for you? Have you been able to reach your sales or traffic goals?” Their answer may change aspects of your sales presentation or may make it even stronger.

Learn more about your audience

When it comes to communication, knowing who will be in the room is critical. If your prospect is the Director of Production, your most effective sales presentation may focus on metrics that can determine how to improve output. If your prospect will be presenting the information to a decision maker, offer resources to help make it easier for them.

Step 2: Prepare for your sales presentation

After gathering insights about the company and your contacts, you are ready to put together your presentation. Whether you use a sales presentation template that your workplace provides or you start from scratch, use these sales presentation tips to build a more compelling pitch.

Focus on the challenges your prospects face, not just your benefits

Salespeople should present themselves as a trusted advisor, not just a company representative. Look for ways to create a dialogue with the prospect and share how you can help their company work more efficiently, provide better service, or solve the challenges holding them back.

Keep your presentation simple

Sales template decks can be useful, but they can also overwhelm prospects if they’re too long. Instead of a 50-slide canned presentation, focus on keeping the slide deck relatively simple and highlighting engaging images and key statistics. This will make it easier to use a storytelling approach, rather than just reading off a slide.

Practice your presentation

You want to prepare, but you don’t want to come across as robotic or scripted. Practice what you’ll say and how you’ll answer questions, and make sure you’ve memorized important statistics or metrics. Build time into the presentation so you can share personal anecdotes or pause for questions.

Keep your delivery style confident, but agile. You may find that one point you thought would be critical doesn’t have as much impact with your prospect as you’d hoped, but a different point unexpectedly piques their interest. Keeping your talk track fluid will make it easier to shift gears if you need to.

Step 3: Nail your sales presentation

Presentation day has arrived. You’ve done your research, nailed the perfect storytelling approach, and trimmed down your slide deck. Now is your time to shine. Here are a few sales presentation tips to help your pitch end in a sale.

End the meeting with your presentation; don’t begin with it

You’ve likely had conversations with your contact and know them well enough, but in this presentation you’ll potentially meet additional people who make decisions. Take the time to get to know each attendee.

Building a rapport with your audience before pitching is a no-brainer. But avoid too much small talk; it can come across as inauthentic or like a waste of the customer’s time. Instead, time permitting, try to use the beginning of the meeting asking questions about day-to-day operations and goals. Ask specific questions that demonstrate your knowledge of their company and industry, and use the answers to shape your narrative. Then, during your presentation, tie back to topics the prospect brought up and focus on how you, the trusted advisor, can help.

Ask questions during the presentation to encourage a dialogue

Getting feedback from your prospect during the actual presentation is the best sales presentation technique of all. This allows you to change your focus in the moment, rather than spending your presentation talking about challenges and solutions that might be unimportant to your prospect.

After you make a key point, ask your prospect a question like, “Does this make sense in your industry?” or “Can you see this applying to your company?” This prompts the prospect to either agree or start a dialogue about pain points and how your products and services can better serve them.

If they agree with you, then you know you’re on the right track and that your suggestions are up to date. On the other hand, if they have clarifications, this lets you adjust your presentation — and follow-up efforts — to better fit their position.

Include proof that shows how your products and services have helped others

Step 4: Prioritize the follow-up just as much as the presentation

The actual sales presentation is just one part of your sales process, and it doesn’t guarantee a signed contract or even further contact with you. The final piece of your sales presentation is a well-planned follow-up, and it’s just as important as the presentation itself.

The most effective follow-up format will depend on your prospect, their needs, and how they best retain information. For example, you may follow up by:

• Emailing your slide deck and asking to schedule a follow-up call. Just remember to avoid the “Just following up” email and make sure your email offers the recipient value.
• Scheduling follow-up emails to reiterate key points in your presentation. A sales automation tool automates emails to share product information and set reminders for you to connect. It helps make sure no prospects fall through the cracks.
• Preparing personalized content that highlights the main points from your sales presentation and includes videos of products in action, testimonials, or other helpful collateral.
• Sending an additional resource about a topic they mentioned during your meeting, whether it pertained to your presentation or not.

Your sales presentation doesn’t end when you walk out the door or end the meeting. As you research and present your pitch, consider what the best follow-up approach will be. Then, take the time to create a well-considered follow-up strategy.

You can make your next sales presentation your best

Preparation and practice are key to successful sales presentations. But there’s so much more to a great presentation than well-designed slides or new research. The heart of a great sales presentation is the relationship between you and your customer, and that’s built on unique insights focused on your potential customer’s challenges and needs.

When you focus on helping, rather than pitching, your sales presentation is more likely to be a hit. That’s a win-win for you and your customer.

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Audrey is a senior product marketer for Core Sales Cloud (Salesforce Automation), and a customer advocate who has spent her career delivering B2B technology. An engineer turned marketer, she is passionate about business efficiency, philanthropy, and mentorship.

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10+ Sales PowerPoint Presentation Examples To Get Inspired!

One of the biggest challenges B2B sales and marketing teams face is creating sales presentations that impress potential customers and lead to conversions.

So, what does an excellent sales presentation look like? Today, we'll explore some of the best examples to help you craft your own outstanding presentation. And that’s not all, we’ve interviewed our head of sales, Robert Juul Glaesel , to provide you with the BEST insights to unlock success. So…let's dive in!

We’ll be covering the following topics

What is a sales presentation?

Sales presentation vs. sales deck vs. pitch deck.

• Sales Presentation PPT Examples - and why they were successful

Sales Powerpoint Presentation Templates

Sales presentation video examples, get ready to create the best sales presentation: tips from our sales expert, unlock success: expert support for your sales presentation design.

Let’s start from the top! - Or, as always, you can skip to your preferred section.

A sales presentation is a crucial part of the sales process. It refers to a meeting where a sales team showcases their product or service , persuading potential customers to purchase.

This meeting typically takes place after initial contact with the prospects , either through marketing efforts, cold calls, or expressions of interest from potential customers themselves.

In this meeting, the sales team usually provides a comprehensive overview of the product or service. They address key points such as:

• What is the product or service?
• How is it used?
• What distinctive features does it have?
• What problem does it solve?
• Why is this their best option?

→ Free Download: 10+ Sales PowerPoint presentation template [Access Now]

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

On the other hand, a sales deck is essentially a condensed version of a sales presentation . It is usually concise and only includes key highlights.

In contrast, a pitch deck is a presentation created for investors to secure funding. It generally contains information about the company's vision, the problem it aims to solve, market opportunities, business model, and financial projections.

Sales Presentation PPT Examples: and why they were successful

Below are several sales presentation examples you can use as inspiration to create your own. Let’s look at each of them and see exactly why they were successful.

Spendesk is a powerful spend management platform designed to help users save time and money by offering a clear view of their company expenses. Their sales presentation is the definition of a successful sales presentation: it is incredibly clear and straightforward . It clearly defines the problem it solves and introduces you to the solution, highlighting how it stands out from the competition.

As you’ll see, this presentation is not overloaded with text - it's simple and easily shows you how the product works. And most importantly, it’s branded! Which is key for brand positioning and visual consistency .

To check it out, click here .

Reddit Advertisement Sales Presentation

Reddit's sales presentation is definitely one of a kind. By incorporating memes and other pop-culture images throughout their deck, they engage the audience and stay true to their brand identity . This approach not only resonates with the Reddit community but also sets them apart from mundane sales pitches.

The presentation not only provides valuable data and showcases the effectiveness of its product but also does so effortlessly, proving that a presentation does not have to be overly serious to be effective.

Click here to explore Reddit's engaging sales presentation.

Zuora, a SaaS platform for subscription billing, takes a compelling approach in its sales presentation. It starts by highlighting the industry's changing landscape , effectively showing the importance of adapting to these changes.

But Zuora doesn't stop there. Throughout their presentation, they also showcase what their platform can do for the audience and provide social proof to back it up . This includes quotes from CEOs and other business executives who have successfully used their platform to improve their subscription billing process.

See for yourself and check out one of the best sales deck examples here .

Drift, a web-based live-chat tool for sales and marketing, takes a unique approach to its sales presentation. They begin by highlighting a common problem that many businesses face : how traditional communication methods, such as email, calls, and forms, are insufficient.

The presentation then goes on to showcase how Drift can provide a solution to this problem. They demonstrate how their live chat tool offers a more personalized approach to communication that can lead to impactful results.

Check out Drift's impressive sales presentation here .

Salesforce, an integrated Customer Relationship Management (CRM) platform, provides a valuable lesson about creating sales presentations that convert . They start by explaining how the industry has undeniable changes and how we need to adapt to keep our businesses successful.

But they don't stop there. They continue showing us what things can look like, in other words, "the promised land," and how their product can change everything about how companies do things. And obviously, they finish with the greatest success stories from CEOs and clothes executives.

Click here to get inspired by the Salesforce presentation.

→ Free Download: 10+ Sales PowerPoint presentation PDF [FREE]

Snapchat Advertising

Snapchat Advertising's sales presentation stands out not only for its visually appealing design but also for its unique features. The presentation begins by emphasizing the vast reach of its platform and key age demographics, providing valuable insights for those looking to make the most of their marketing campaign .

In addition, Snapchat Advertising effectively compares itself to the competition, showcasing its unique features and advantages. And, of course, the presentation is visually branded with the company's iconic ghost character , making it instantly recognizable.

Check out their captivating sales presentation here .

Klima’s sales presentation is a special one. This climate change app’s presentation makes sure we know they are a company that focuses on “what truly matters.” It presents itself as a business with real, global impact.

And that’s not all. One standout feature of Klima's sales presentation is its visually appealing design. The slides effectively showcase the app's interface and demonstrate its key features. This visual representation really helps prospects consider getting an employee benefit with purpose .

Click here to get inspired by one of the greatest b2b sales deck examples.

Are you ready to create the best Sales PowerPoint presentation? We’ve got great news for you! Discover our sales presentation templates that you can download for exactly $0 .

Any of these templates could be a GREAT starting point for your next sales presentation . And what’s best…they are completely free for you to download at our Templates platform ! You’ll find not only these ones but also hundreds of other PowerPoint templates, for ANY industry, completely at your disposal.

Sales presentations can take various forms, including videos. Video presentations can effectively engage and captivate the audience by combining visual content, audio narration, and sometimes animations or graphics. Here are a few examples of sales presentations that are delivered in video format:

Medallia's video presentation showcases the effectiveness of using video to clearly represent their platform. The video highlights the platform's features, demonstrating how it can be a powerful tool for businesses.

By utilizing video, Medallia effectively shows viewers what the platform looks like and what they can expect to access and analyze in terms of data. The detailed exploration of each feature gives potential clients a comprehensive understanding of the platform's capabilities and how it can benefit their business.

Click here to check it out.

Moodcaster, a digital casting platform, starts with the main problem: how time-consuming castings can be and how tedious auditions are . It then shows you how they can be a great solution and how the platform works.

This video presentation truly shows what the client can expect when using the platform , by showing the process step-by-step. And if they are not convinced yet, it ends up listing all the fantastic features it has one by one, leaving the best impression.

Click here to view Moodcaster’s incredible video sales presentation.

Viable, the pioneering experience analysis platform, doesn't just identify the problem you're facing; it swiftly transitions to showcasing how they can provide the solution . They offer a real-time demonstration of how their platform works, providing concrete insights into how it can improve your business.

Finally, they conclude by highlighting all the advantages, features, and versatile applications that can benefit your specific needs.

Click here to take a look at Viable’s video sales presentation.

We know that creating the best sales presentation is key for your business. So, in order to provide valuable insights, we consulted Robert Juul Glaesel , head of sales at 24 Slides, who understands the importance of a good presentation for your business.

Let’s take a look at some insights from our head of sales:

Insight #1: Take elements out instead of adding elements in

Remember that quality is always more important than quantity . So, keep in mind not to overload your presentation with excessive text, because your audience’s attention will go directly there, instead of your speech. In Robert’s words:

“If you incorporate too many elements, it results in clutter, obscuring the main message and making it more challenging for the presenter to effectively convey their message.”

Insight #2: Don’t rely on your slides

We know this might sound counterintuitive, given that all this article is about creating your presentation, but remember that the presentation and the story are yours . As Robert says:

“Make sure that your presentation supports your story, it shouldn't tell your story. You, as the presenter, are the storyteller. Therefore, presentations should emphasize key points.”

Bonus insight #3: Brand your sales presentation !

This is one of your most crucial presentations; it should reflect who you are . There should be consistency between what they see on your website, social media, etc., and what they will see in this presentation. So, it is extremely important that you show that you care about your image and pay close attention to detail.

Creating a sales presentation is an incredibly important task, so it's best to leave it to the experts. Here at 24Slides , we can assist you in creating an amazing sales presentation that perfectly aligns with your brand. All you need to do is share the content you want to include and your brand guidelines. In less than 48 hours, you'll have your presentation ready for sales!

Want to learn more? Check out these articles!

• The Best Sales Presentation Services for Winning Sales Decks
• How to Create the Perfect B2B Sales Presentation
• Learn How to Start an Effective Sales Presentation
• Top 20 Free Templates for Corporate and Business Presentations
• +20 Self Introduction PowerPoint Templates: Download for free!

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

7 Types of Slides to Include In Your Sales Presentation

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

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

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

So what can you do to make your offer compelling?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Here are some further techniques used during the sales presentation:

Tactic #1: Use Simple Graphics

Use simple graphics to convey meaning without text.

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

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

Tactic #2: Use Icons

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

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

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

Tactic #3: Include Statistics

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

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

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

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

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

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

Before : Customer’s needs when they came on

After: What your company accomplished for them

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

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

Tactic #1: Use Graphics/Diagrams

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

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

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

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

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

Tactic #3: Use Visual Examples

Follow up your descriptions with visual examples.

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

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

Which is more effective for you?

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

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

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

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

Can you feel it?

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

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

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

Here are more tactics to inspire sales presentation ideas:

Tactic #1: Personalize Your Final Slide

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

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

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

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

Tactic #2: Pair Outcome Statements With Icons in Circles

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

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

Tactic #3: Include Specific Success Metrics

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

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

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

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

This means you need to cut to the chase fast.

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

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

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

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

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

Ever heard of the Focusing Effect?

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

Easy choice.

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

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

Tactic #1: Tell a Story

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

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

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

Tactic #2: This vs. That

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

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

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

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

Zuora tells a story by:

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

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

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

Tactic #1: Use Logos and Testimonials

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

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

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

Tactic #2: Include White Space

Pad your images with white space.

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

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

Tactic #3: Incorporate Hard Data

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

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

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

Psychology tells us that seeing colors can set our mood .

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

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

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

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

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

Tactic #1: Include a CTA on Final Slide

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

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

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

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

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

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

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

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

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

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Back to Sales Management

How to Craft and Deliver a Sales Presentation: A Step-by-Step Guide

Written by: Sean McAlindin

Sean McAlindin, a business and arts writer, has a decade-long experience in music and culture journalism and recently ventured into business writing.

Edited by: Sallie Middlebrook

Sallie, holding a Ph.D. from Walden University, is an experienced writing coach and editor with a background in marketing. She has served roles in corporate communications and taught at institutions like the University of Florida.

Updated on July 21, 2024

What is a Sales Presentation?

Why are sales presentations important, the steps to creating and delivering an effective sales presentation, where sales presentations go wrong.

In the competitive world of business, the significance of delivering an impactful sales presentation cannot be overstated. Not only is it a vital tool for showcasing your products, services, or ideas – a successful sales presentation connects with an audience and builds the bridge to a potential business relationship. 

Ultimately,  it’s about establishing credibility and likeability with your prospects. Whether you’re pitching to potential clients, investors, or colleagues, mastering the art of delivering a compelling sales presentation can lead to positive outcomes and lucrative sales opportunities.

This article provides a comprehensive guide to help you craft and deliver effective sales presentations. We will cover essential tips for preparation, including doing your research, understanding your audience, and setting clear objectives. You’ll learn how to create a solid presentation from the ground up with a strong narrative structure, engaging visuals, and a decisive call to action. 

We’ll also address how to handle questions and follow up after the presentation, as well as touch on some common pitfalls where sales presentations go wrong. By following these strategies, you can elevate your presentation skills, connect with your audience on a deeper level, and achieve greater success in your sales endeavors.

Key Takeaways

Sales presentations are the most direct way to sell your product or service to a new audience. Mastering these skills will improve your confidence as a sales professional, build lasting business relationships, and help you close more deals.

Crafting a quality sales presentation requires preparation, structure, insight, and adaptability. It’s important to have the right tools, knowledge, structure, and mindset to connect with your audience. Our trusted experts at Making That Sale will go over everything you need to know in this comprehensive, step-by-step guide.

A sales presentation is a communication tool used by individuals and businesses to showcase their products, services, or ideas to potential clients, investors, or stakeholders.

It is a strategic and well-crafted pitch designed to create a favorable impression of your product and services, and persuade your prospects to buy what you’re selling. Whether conducted in-person or virtually, a successful sales presentation builds a relationship with the audience, addresses their needs, and ultimately persuades them to consider your solution.

Most sales presentations include a script along with a slideshow that features graphics, video, and key statistics. However, a truly effective presentation goes far beyond features and benefits. The best ones tell a spellbinding story with engaging visuals that forges genuine interest and personal connections with the audience.  

Sure, you’re going to talk about the product or service you’re selling, but on a deeper level, you are trying to build trust and rapport between you and your prospects. A sales presentation is all about establishing the framework for a successful and fulfilling business relationship. A great pitch takes advantage of this opportunity to make a lasting impression and convince your customers to make the next step on their business journey with you by their side. 

Sales presentations are important in the world of business mainly because they often represent your first (and sometimes only) opportunity to grab your customers’ interest and establish the potential for a future sale. 

It’s an opportunity to showcase the unique benefits of products or services, while establishing trust and credibility with the audience. By addressing their specific needs and pain points, sales people  demonstrate expertise, relevance, and commitment to personalized service. 

By presenting information in a clear and engaging manner, you can use your sales presentation to encourage quicker responses and commitments from stakeholders. In competitive markets, an effective sales presentation sets businesses apart from competitors by giving them the chance to highlight their advantages and persuade prospects that their solutions are the best. 

Sales presentations are indispensable tools for businesses to communicate their mission, build relationships, and create actionable opportunities. By learning how to craft and deliver impactful presentations, salespeople can propel themselves toward sustainable success, career growth, and a world of endless business possibilities. 

Now, let’s go through the process of creating and delivering a sales presentation, step by step. In this section, we’ll cover preparation, written craft, visual design, live delivery, Q&A, and follow-up, ensuring you don’t miss the chance to engage your audience and deliver a compelling message.

1. Preparing the presentation

Before stepping into the spotlight, it’s crucial to lay the groundwork for an effective sales presentation. 

If you follow these foundational steps as you embark on your journey to becoming a skilled sales presenter, you’ll be well on your way to delivering a sales presentation that leaves a lasting impression and yields successful results. 

Understand your audience

An excellent sales presentation is no mere, one-sided pitch, but rather a personalized engagement with each unique audience. It involves understanding the specific challenges and requirements of who you’re selling to and tailoring your content accordingly. This level of customization establishes rapport, trust, and credibility, while laying the foundation for a positive and receptive atmosphere.

Before you begin crafting your sales presentation, learn about the prospect’s company size, mission, industry, internal processes, and vision for the future. Examine their pain points and associated consequences to customize your presentation directly to their needs. This will help you plan some small talk, tweak your sales pitch, and choose relevant social proof that sells directly to their experience and mindset. 

Identify the decision-makers and stakeholders who will be present during your presentation. Research their roles and responsibilities. If they’re from high-level management, focus on how you’ll help them achieve long-term goals. If they’re planning to use your solution day-to-day, focus on its efficiency, ease of use, and problem-solving.

Knowing your audience allows you to speak their language, making your pitch more relatable and convincing. Your preparation will demonstrate an attention to detail and leadership quality that naturally attracts people to you and persuades them to listen to what you have to say.

Know your product inside and out

The other side of the equation is knowing your product or service like the back of your hand. Before preparing your sales presentation, list all the positive attributes, statistics, and details that you want to get across, and choose the ones that are most important to your audience. You’re not here to overwhelm them with information, but you need to make sure you’re covering the basics and that you’re prepared to answer technical questions when they arise. 

Set clear objectives

Without clear objectives, a presentation can easily lose focus and go off the rails. Define what you aim to accomplish with your pitch – whether it’s to secure a deal, gain buy-in for a project, or establish a partnership. Setting clear goals enables you to structure your content effectively and ensure that every element of your presentation aligns with your intended outcomes.

Develop a compelling story structure

Great sales presentations are more than just a collection of slides; they tell a captivating story that resonates with the audience. By using proven storytelling techniques, presenters can draw their listeners in and create an emotional connection that makes the experience more memorable. 

We’re all wired for tales of triumph, struggle, and inspiration. While these narratives can take many forms, their most basic structure involves conflict and a resolution. In a sales presentation, this means focusing on how your solution can solve a specific problem or fills a key need for your client. Your goal is to demonstrate the value you can bring to their lives or businesses in a way that’s both compelling and relatable. 

Start by hooking your listeners with a strong opening that captures their attention and generates interest in your topic. Develop a logical flow of ideas, organizing your content in a way that is easy to follow and builds a persuasive case. Back up your claims with data, evidence, and real-world examples to reinforce the credibility of your offering and bolster your audience’s confidence in your presentation.

You can get more creative from there to bring your presentation to life, but that’s a great base to build from. For more information about how to leverage narrative techniques to make deals, read Making That Sale’s article, “How to Sell with Storytelling.”

2. Crafting the presentation

Creating a successful sales presentation is an art that goes beyond just delivering information. It’s about understanding your audience’s aspirations and crafting an entertaining narrative that resonates with their hearts, minds, souls. Each slide, every word, and every gesture presents an opportunity to make a lasting impression and leave your audience inspired.

In this section, we’ll guide you through choosing the right presentation tools, developing a story based on a common, effective structure, and creating appealing and impactful visuals and graphic design elements that tie everything together.  

Choose the right presentation tools

First things first, pick your preferred platform. PowerPoint, Google Slides, Keynote, Prezi, and Visme are all popular options. Choose a presentation tool that aligns with your style and allows you to unleash your creative genius with ease and confidence. 

When it comes to selecting the right sales presentation tools, there are several key factors to consider. First and foremost, ensure compatibility and accessibility with your workflow. Whatever program you use, make sure it seamlessly integrates across your devices and platforms for easy access and editing on the go. 

A user-friendly interface is equally important, as it empowers you to create visually captivating slides without a steep learning curve, saving valuable time and effort. If you collaborate with a team on presentations, prioritize tools with real-time collaboration features and version control to ensure that multiple team members can work together seamlessly.

Next, focus on the visual capabilities of the tool. Look for options that allow you to effortlessly incorporate images, graphics, charts, and multimedia elements. Visuals not only enhance engagement, but also help simplify complex information, making it easier for your audience to grasp and remember key points. 

Since many presentations are now happening online, choose tools that offer screen sharing, live broadcasting, and offline presenting capabilities. This flexibility enables you to adapt to different presentation scenarios and cater to various audience preferences. 

For more information on the pros and cons of popular sales presentation tools, read Making That Sale’s article, “The Best Sales Presentation Tools.”

Follow a simple presentation outline

Here is a bare-bones sales presentation outline you can use to start crafting your presentation. There’s plenty of room for interpretation and creativity, but this covers all the basics you need to include to get started. 

1. Open with small talk and introductions 

Thank your prospect for attending.  Introduce yourself and your business. Consider making a safe, agreeable joke or positive commentary about their company. Otherwise, open with an essential question or some type of appealing hook.  Make this section brief, yet personal, upbeat, and engaging. 

2. Set an agenda 

Remind the prospect of the purpose of the meeting and why it’s good they’re attending. Get their agreement to move on and talk about the problem and solution ahead.

3. Bring up your prospect’s main problem 

Summarize what you learned about during research and discovery about your client’s main pain point and elucidate the implications of leaving it unsolved. Present this information in a way that resonates with your audience by using empathetic language and descriptive storytelling. 

4. Talk about the benefits of your solution

Envision a better world in which the problem is gone, thanks to you. Reveal how your product or service can make this vision a reality by improving their business and brightening their outlook for the future.

5. Share social proof 

Include case studies, testimonials, and anecdotes from past customers who have benefited from your solution. Point to sales numbers, industry trends, or other data that supports your claims about your product.

6. End with a call to action 

Wrap up with a closing statement that invites your audience to begin this partnership, make a purchase, or take another decisive action. The whole build-up of your presentation is leading to this doorway. Make it easy and appealing for your audience to enter and take the next steps. 

3. Designing an engaging, effective slideshow

Now, let’s dive into the art of designing slideshows that seriously pop. Say goodbye to boring bullet points and clip art. In the age of media, we can and must do better. 

Start by selecting an appropriate color scheme and font that complements your brand and message. A dash of color can work wonders in capturing attention and making information more memorable.

Select engaging visuals that draw in your audience with photography, charts, and video clips. These graphics not only break the monotony of information, but also help illustrate your points and engage your audience. Engaging slides with relevant images and easy-to-process data can enhance understanding and retention of the information being presented. 

Create graphs that back your claims, illustrate trends, and supplement your stories. For example, if you say Facebook ad prices are trending upwards, show a line chart of this. If you’re talking about satisfied customers, show actual photos of the people whose lives you’ve touched. 

Be selective with your visuals as it’s essential to strike a balance and avoid overwhelming the audience with too much content. A visually appealing presentation should complement the presenter’s message and not overshadow it. So, choose wisely to ensure that every visual element serves a purpose in supporting your narrative.

Keep your slides clean and uncluttered to avoid overwhelming your audience. A cluttered slide can feel like trying to read another language. Stick to the essentials complemented with simple, compelling visuals, and your message will shine through as clear as day. When it comes to text, font size and readability matter, especially for those sitting in the back row. Make sure that everyone can effortlessly read your slides without squinting or calling for backup binoculars. Not everyone has 20/20 vision, you know!

Remember, designing an effective slideshow is an art form that requires thoughtful consideration of your audience’s preferences and needs. With the right blend of colors, fonts, and visuals, you’ll create a presentation that not only pops and engages, but also leaves a lasting impression on your listeners.

Pro tip : Send the slideshow to your audience ahead of time so that they can get an idea of what you’ll be talking about before the presentation.

4. Delivering the presentation

Now that you’ve got an expertly-scripted narrative and captivating visuals to go with it, it’s time to nail your delivery like a pro. Get ready to shine on that stage and win the hearts and minds of your audience with your down-to-earth, welcoming, confident approach to selling.

Rehearse the presentation

Remember the saying, “Practice makes perfect”? Well, it’s true when it comes to sales presentations. Rehearsing allows you to commit your pitch to memory, so it comes across as effortless and natural. 

It’s a good idea to practice alone to get comfortable with your material. Then, when you’re ready,  gather some colleagues, friends, or family as a test audience. Listen to their feedback and respond accordingly. 

Practice also gives you a chance to time your presentation, to see if it needs to be cut or expanded upon depending on your audience and venue. Remember to pace yourself, take time to answer questions, and leave room for unscripted interactions with your audience.

Develop confident body language

Confident body language can do wonders for your presentation skills. Start with eye contact – a simple, magic power that keeps your audience engaged and confident in you. Try to connect with all the people in the room, one calm, collected gaze at a time.

Whether you’re in person or on a Zoom call, don’t be afraid to let your hands do the talking. Use motions to emphasize your points and transitions. You don’t need to jump up and down – a small, well-placed gesture can go a long way. In terms of posture, put your shoulders back, smile, and feel free to move around naturally. 

Unless you really happen to offend someone, avoid apologizing if you make a mistake. This indicates nervousness or discomfort. Instead, take it in stride and move forward with confidence.

Speak with clarity and enthusiasm

Hold up, Shakespeare! Leave the jargon and technical terms at the door. Your audience isn’t here for a vocabulary lesson. You need to speak using clear, simple language that everyone can understand.

Since the tone of your voice matters a lot, consider using one that is upbeat and energized. Keep your narrative and visual content moving ahead. Don’t spend more than a minute or two on each slide. Frequently changing the visual stimuli helps to maintain the audience’s curiosity, especially in the age of 21st-century information overload where attention spans are shorter than ever. 

Above all, let your passion for what you’re selling shine through. Show enthusiasm for your subject matter and really believe in what you’re saying. If you’re not excited about what you’re selling, it’s unlikely your audience will become enthusiastic about it, or even interested at all. 

Connect with your audience

Do your best to maintain an approachable and friendly demeanor throughout the presentation. Smile genuinely, maintain eye contact, and use inclusive language. Encourage interaction with your audience by asking questions, seeking their input, and acknowledging their responses. 

While you’ll be tempted to push ahead with your scripted presentation, it’s a good idea to address questions as they come up, or promise to circle back around to them later. This approach creates a sense of involvement and fosters a two-way communication flow helping your audience feel valued, heard, and engaged in the conversation.

Be yourself

Every presentation is a chance to showcase not only your products or ideas, but also unique authenticity and passion. Embrace your one-of-a-kind voice, let your personality shine, and watch as your audience becomes invested in your vision.

Originality creates a human connection, making you more relatable and approachable to everyone. People buy from those they like and trust, so be true to yourself. You’ll be more likely to forge a meaningful bond with your audience and open them up to a sale. 

Don’t be afraid to go off script

While expert salespeople usually follow a script, they are also masters of improvisation. Every audience is different, and if you’re going to succeed consistently, you need to be able to think on your feet and respond to changing circumstances.

Going off script during a sales presentation can be a powerful tool to establish a genuine connection with your audience. While preparation is crucial, spontaneity adds an element of authenticity and adaptability that resonates with listeners. It allows you to address questions or concerns in real-time, demonstrating your expertise and building trust.

Let’s say your prospect asks an unexpected question or interrupts you in some other way. How are you going to react? The way we act in unfamiliar situations has a big impact on how people form opinions about us. They may just be testing you, or have a peculiar personality quirk. Either way, to keep their interest you’ll have to be agile and ready to shift gears to keep them engaged while continuing to steer the discussion toward your desired end goal. 

Close your presentation on a high note

As the curtains draw close on your spectacular sales presentation, it’s time to leave a lasting impression that lingers in the minds of your captivated audience. We suggest following these simple steps. 

1. Summarize

Summarize the key points and takeaways of your presentation, reinforcing your main message in a concise, yet impactful, manner. Consider using a creative analogy or metaphor that drives home the substance of your sales pitch in a memorable way. A well-crafted summary ensures that your audience departs with a clear understanding of your value proposition in a way they can repeat and explain to others. 

2. Call to action

Then comes the moment you’ve been building up to – the grand finale of your sales presentation! It’s time to close with a powerful call-to-action that sparks action in your audience. Whether it’s urging them to schedule a meeting, sign up for a trial, or commit to a purchase, make it crystal clear what you want them to do next. A compelling call-to-action fuels the momentum you’ve gained and propels your audience into the next step in the sales journey. 

3. Offer additional resources

Want to go the extra mile? Provide your audience with valuable resources that enhance their understanding and keep the momentum going. Share relevant materials, such as research papers, case studies, or links to informative websites. It’s a gesture that shows you’re invested in their success beyond the confines of the presentation.

4. Final thoughts

When it’s time for your closing master stroke, you may choose to go out with a thought-provoking question or inspiring quote. Be bold, creative, and authentic in your approach. While gimmicks aren’t necessary, you may choose to use a surprise element, such as a live demonstration, giveaway, or interactive game, to leave an indelible impression. 

5. Addressing questions and objections

As your sales presentation ends, the spotlight often shifts to a Q&A session. This is where you can showcase your expertise like a pro and add the final touches that make your sales presentation an absolute winner. Here are some ideas to prepare for this important but sometimes forgotten portion of the process. 

Anticipate potential questions and concerns

As you’re planning your presentation, step into your audience’s shoes and envision what might be on their minds. What questions would you have if you were in their position? 

Anticipating their concerns allows you to proactively prepare your answers, demonstrating that you truly understand their needs and are ready to provide reliable solutions. Get ready to handle those curveballs and you’ll win over your prospects with your knowledge and quick responsiveness. 

Prepare well-researched answers

When it comes to answering questions, there’s no room for winging it. Thoroughly research your topic, gather relevant data, and equip yourself with compelling evidence to back up your points. Armed with a wealth of knowledge, you’ll exude confidence and leave your audience with a sense of trust in your expertise. 

While you don’t want to bombard your audience with statistics in the initial pitch, the follow-up questions are a great place to nerd out and dig into the details. When they’ve asked a question, you can be relatively sure they are interested in gaining more in-depth knowledge about it. 

Demonstrate flexibility and adaptability

Sometimes, the Q&A session can throw unexpected surprises your way. Instead of silently freaking out and changing the topic, embrace the opportunity to demonstrate your adaptability, empathy, and sense of humor. 

If faced with a question you hadn’t anticipated, stay composed, and acknowledge the inquiry. If you don’t have an immediate answer, offer to follow up after the presentation. Doing this will offer your audience a small sign of your commitment to delivering accurate, up-to-date information.

6. Following up

As the final act of your sales presentation draws to a close, the journey doesn’t end there. Follow-up and feedback are the key ingredients to building long-lasting business relationships, closing deals, and refining your presentation prowess for your next audition. With this in mind, let’s dive into the steps to take after the spotlight fades and the audience gets on with their day. 

Send personalized follow-up messages

Keep the momentum going by reaching out to your audience with personalized follow-up messages. Thank them for their time, reiterate the main points discussed, and offer any additional information or resources promised during the presentation. A personalized touch shows your attentiveness and genuine interest in their needs, strengthening your connections and leaving a positive impression.

Offer them another opportunity to buy

Perhaps you and your prospect didn’t come to a final agreement at the end of the sales presentation. It’s likely they need some time to reflect on your offer and decide whether or not it’s right for their business. When you follow up, reiterate your product and pricing structure, so they know exactly what they need to do to move forward with your solution. You don’t need to be pushy, but keep the doorway open and make it as easy as possible for your potential client to walk through it. 

Request feedback

Open, honest feedback is the key to ongoing growth and improvement. Don’t be shy about asking your audience for their thoughts and opinions on your presentation. Constructive criticism and valuable insights can provide a fresh perspective, helping you refine your strengths and work on any areas that may need fine-tuning. 

Embrace feedback as a learning opportunity, and your future presentations will shine even brighter than before. Implement the suggestions that align with your goals and style, and don’t forget to celebrate the areas where you’ve received praise. With each iteration, you’ll become an even more compelling and confident presenter.

Before we conclude, let’s take a moment to talk about what people often do wrong while drafting their presentations. Here are the most common pitfalls that can completely derail even the most promising sales presentation. Steer clear of these and you’re well on your way to success. 

1. Lack of preparation

Insufficient preparation can negatively impact a presentation’s success. Without thorough research and planning, the presenter may struggle to effectively connect with their audience, convey the value proposition, or address potential questions that arise. There’s nothing worse than bombing a pitch because you didn’t do your homework. 

2. Poor understanding of the audience

Failing to understand the audience’s needs, preferences, and pain points can lead to a disconnected presentation that doesn’t resonate with the listeners. Take the time to research your prospects before every presentation or be doomed to forever remain a stranger. 

3. Too much ego 

Presentations are far too often egocentric and all about the company and the product. The problem with this is that the customer doesn’t really care about you, your product, or your service. Customers care about themselves and how you can make their lives better. Remember, to make them the center of your story or risk losing their attention and possibly causing them to hate you. 

4. Ineffective delivery

Poor public speaking skills and a lack of confidence can undermine the presenter’s credibility and diminish the impact of the message. These skills can be learned over time, but it’s important to cultivate genuine expertise and a good sense of self-esteem. Take care of yourself, your life, and your work, and this positive energy will come through to any audience that’s paying attention.

5. Text overload

No one wants to read a mass block of text. A presentation should be as succinct as possible or it will risk boring people. Each slide should address one idea or point. When you have too many ideas at once, people are more likely to become distracted and lose interest.

6. Too much jargon

In the world of sales, it’s all too easy to get caught up in statistics, technicalities, and meaningless jargon. Overloading the audience with too much information or complex data can confuse and disengage them, making it difficult for them to grasp the main points. It’s essential to keep your sales presentation simple, understandable, and engaging for each customer. The last thing you want to do is sound like an unrelatable salesperson who might as well be a robot. 

7. Lack of storytelling

Humans love to be told stories. There is something innately magical about them that draws us in and holds our attention. Presentations that are only a list of features and functions don’t command as much interest as those that weave a narrative of how your product can add value to a customer’s life. So get out your finest fountain pen and sketch out a story that’s sure to keep them on the edge of their seat.

8. Poor design

People like to look at things that attract them, and those things are usually well-designed. You may not be a gifted artist, but there are plenty of professionals you can find on freelancing platforms, such as Upwork, who will help make your presentation look professional, if you lack the skills to do it yourself.

You may also consider investing in an AI image generator like DALL-E , Midjourney , or Stable Diffusion to help you create the images you need. Nowadays, there are also a profusion of AI slideshow and video presentation generators including Vimeo, Animoto, Simplified, and Movavi. 

9. Missing call-to-action

Without a clear and persuasive call-to-action, the audience may not know the next steps to take. You can have the greatest build-up imaginable, but if you miss the punchline, it’s all for naught. To avoid missed opportunities, be absolutely clear about the coming steps at the end of your presentation in order to move the sale and business relationship forward from here. 

10. Overpromising and underdelivering

While it’s tempting to promise the moon, making unrealistic claims that cannot be fulfilled only leads to a loss of trust and credibility. Remember that honesty, authenticity, and empathy are the three keys to connecting with your customers. Be straightforward and grounded about what you can do for them and be ready to follow through on what you say. 

11. Technical issues

Technical glitches or disruptions during a virtual or multimedia presentation can disrupt the flow and distract from the message. While this is sometimes unavoidable, be sure to have a backup plan in case things go haywire. If you don’t think ahead, you could be caught out on on the sales presentation sea without a lifejacket or any chance of rescue. 

Armed with the insights from this guide, you’re now ready to craft and deliver sales presentations that captivate your audience, build strong business connections, and drive sales numbers. Embrace your own authentic voice, let your passion for selling shine, and watch as your audience becomes invested in your vision and ready to follow you to the promised land.

Remember, this isn’t just about delivering information; it’s about crafting a compelling narrative that resonates with each unique audience. So be sure to prepare, practice, and continually refine your presentation as you work through your leads. Be flexible, knowledgeable, helpful, and humble and you’re bound to see your results improve over time. 

You have the tools, the knowledge, and the spirit – now go out there and make your mark! Your journey as a skilled sales presenter has only just begun, and with each pitch, you have the chance to close more deals that will make a positive difference in the lives of your customers. 

Technical glitches and interruptions can happen, but being prepared is the key. Always have a backup plan, such as carrying a printed copy of your presentation or having digital copies on multiple devices. 

Stay composed if a technical issue arises and use humor to defuse any tension. Embrace interruptions as opportunities to engage with your audience and address their concerns. Your ability to handle these situations gracefully will showcase your adaptability and professionalism.

Recognizing and catering to diverse learning styles is essential to keep your audience engaged. Use a mix of visuals, verbal explanations, and interactive elements to accommodate different preferences. 

Incorporate hands-on activities, group discussions, or live demonstrations to enhance engagement. By appealing to various learning styles, you’ll create a more inclusive and interactive experience, ensuring everyone benefits from your presentation.

In the digital era, making your presentation collaborative is a valuable marketing opportunity. Incorporate visually appealing slides with shareable content, such as impactful quotes, statistics, or striking images. 

Encourage audience participation and offer incentives for social media shares, such as exclusive content or discounts. Utilize hashtags and create a catchy tagline to make your presentation easily discoverable on social platforms. By designing your presentation with shareability in mind, you can extend its reach and attract potential customers beyond the confines of the event.

Building rapport in virtual or remote presentations requires additional effort. Start by acknowledging the virtual setting and creating a warm and welcoming atmosphere. Use your webcam to establish eye contact and convey authenticity. Take a few moments to acknowledge and introduce various audience members to each other. 

Throughout the presentation, you may choose to encourage audience participation through live polls, chat features, or Q&A sessions. Find ways to personalize your content to address the unique challenges of remote work or digital interactions. By leveraging technology and adapting your approach, you can forge strong connections with your virtual audience that can rival or surpass in-person communication.

Encountering a difficult audience is a common challenge. Stay calm and empathetic, acknowledging their concerns without becoming defensive. Use data and evidence to back up your claims and demonstrate credibility. 

Address skepticism head-on by first acknowledging that you can understand where they are coming from, and next by highlighting the benefits of your solution and success stories of previous clients. Openly invite questions and listen actively to show that you value their input. By remaining composed and confident, you can win over even the most skeptical audience.

Data and statistics can be powerful tools, but too much information can overwhelm your audience. Use visuals like charts and graphs to present data in a clear and visually appealing way. Summarize key findings in short, boldface any bullets used, and focus on the most relevant and impactful statistics. 

Remember to provide explanations and interpretations to make the data more accessible and relatable to your audience. Learn how to use storytelling to put data into context and demonstrate its real-world significance to your audience.

The key to being persuasive without being pushy is authenticity and genuine care for your audience. Focus on educating and informing rather than on selling. Address their specific needs and concerns, and offer solutions tailored to their requirements. 

Be transparent about the benefits and limitations of your product or service, and always respect your prospects decision-making process. Building trust and credibility through honest communication will make your presentation persuasive without feeling overly sales-focused.

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You know the drill. You’re deep into your pitch, and just as you’re about to close the deal, the client throws a curveball.“It’s ...

9 Incredible Sales Presentation Examples That Succeed

In our analysis today, we’ll be reviewing the top sales presentation examples.

Why? Because customers want to understand how you’ll be able to add value to their businesses. As such, how you deliver your sales presentation in of the essence.

As tempting as it may be, you need to steer away from thinking of a sales presentation as a “pitch”. This is because, in baseball, the best of pitchers tend to strike batters out.

Since this is not something we want to do, we’ll look at creating convincing pitches that resonate and get hit right out of the park.

By the end of our review, you should have the tools you need to make that home run and meet all your goals.

What is a Sales Presentation?

Elements of a great sales presentation, 1. 21 questions, 2. clarify the priorities, 3. customer is always right, 4. moving pictures, why sales presentation is important for businesses/sales reps, 1. face-to-face, 2. engagement, 3. flexibility & versatility, 4. consistency, overview of the top sales presentation examples, 1. snapchat, 4. salesforce marketing cloud, 5. office 365, 7. immediately, 9. talent bin.

A sales presentation refers to a formal and pre-arranged meeting online or at a location where a salesperson gets to present detailed information about a product or product line.

A great sales presentation is one that endears a brand to prospects. For this to happen, you first need to ensure that it’s not purely focused on products. Rather, it should be tailored to connect with your audience.

The trick, therefore, lies in making your narrative compelling.

Living in the informational age has forced salespersons to change tack when handling customers. This is because more than ever, prospects have all the relevant data about what they want right at their fingertips.

As such, before you make your presentation, you need to first ensure that the information you have is relevant. You can then use that as a Launchpad to connect with prospects.

Importantly, you need to practice listening and avoid religiously sticking to a script before responding to objections.

Often times, salespeople tend to spend plenty of time preparing for what they want to say to customers. While this is perfectly okay, it’s also essential to dedicate enough time to draft the right questions to ask.

With an objective outline of questions, you may actually find yourself deeply engrossed in conversation with prospects.

If you find that prospects are not willing to fully confide in you, it’s good practice to tweak your setup with leading questions before tabling open-ended questions . The responses they share will be able to inform you on how to proceed with the interaction.

Before you begin your sales presentation, you need to first clarify what their priorities are. It’s also good practice to inform them that you’ll be making logical pauses during the presentation to query about what they think about certain points raised.

If you’re unsure about what kind of questions to ask, try to frame the questions from the prospect’s point of view.

Questions like, “How do you see that fitting into your existing process?” and “How does that compare to what you’re currently doing?” are great ways to frame your inquiries.

As always, the end-goal is to close sales. You can facilitate this happening by promoting engagement levels.

When handling prospects, it’s best to first talk more about them, and less about you. If you have prepared “about us” slides, then have them featured right at the very end of the presentation.

Ideally, you want to put more emphasis on your customers’ goals, expected outcomes, and then divulge how you’ll lead them towards success.

To further convince them to join your bandwagon, it’s important to showcase how others have benefitted from your initiative.

If a picture is worth a thousand words, then video is the real deal.

By incorporating videos as part of your sales presentation, you’ll be able to break the monotony that usually exists in text-only slides. While making your presentation, try to also walk about the room and engage your audience.

If you follow through on these steps, you’ll realize you have plenty of talking points throughout.

As a suggestion, try to also make a video about how you can aid your prospect’s company. It also wouldn’t hurt if you interview a couple of team members and hear their take on a range of issues.

As a salesperson, you can use sales presentations to inform, educate, inspire and persuade prospects to buy your products.

A well-crafted and detailed presentation can actually help a business reinforce its reputation and act as a showcase of the level of professionalism.

Before we list out a host of sales presentation examples, it’s best to first note that they are a great way to meet up with customers and prospects in person.

Through face-to-face interactions, you can build trust and reinforce existing relationships . When done right, you may realize an influx in the number of purchases after such meet-ups.

Sales presentations are great when it comes to audience engagement. This is because images have the power of captivating audiences while bullet points can help them follow the logic of the entire presentation.

By injecting theatre during the presentation, you can leave a lasting impact on individuals. This is quite in contrast than if you decided to just talk to them. This heightened sense of engagement is great since your message is properly relayed to your audience.

Sales presentations are fantastic because you can swiftly change up the content and make modifications on the fly. They are vastly better than printed mediums like brochures where you have to stick to the agenda and making tweaks is usually an expensive undertaking.

Presentations are also a versatile communication tool. You can employ them in one-to-one meetings or in large meetings that require you to make use of a projector. Alternatively, you can choose to expand your reach by making them available for online viewing and downloading.

Sales presentations offer you a structured way to communicate about different products, services, and companies.

If you’re working in an organization, you’ll realize that people in various departments are capable of communicating information in a consistent fashion.

Having revealed this, it’s worth pointing out that you need to make good use of bullet points/prompts to ensure that you always remain objective and stress on the key points.

Snapchat , the impermanent photo messaging app, is a big hit among millennials.

Having been conceived as part of a Stanford class project in 2011 under the initial name of Picaboo, it’s has quickly risen through the ranks. Today, it’s one of the most dominant social media platforms out there because it encourages self-expression in the here and now.

• From this sales presentation example, you can clearly see what Snapchat was trying to do. While a large portion of it is filled with fine print and explanations, they’ve divided it into major talking points that readers simply can’t miss. This strategy is great since it ensures even readers who simply want to skim through the content are able to catch all the highlights.
• Impressively, they also created content that resonates with prospects of varying levels of knowledge. This is a fantastic strategy since it increases the probability of closing a deal.

The self-proclaimed “front page of the internet” has been shaping trends for a good minute now. Eager to impress, the sales honchos at Reddit decided to go the sales presentation route and won hearts while at it.

• Reddit’s opening image of a cat riding a unicorn has great visual appeal and helps leave a lasting impact with audiences
• This is one of the best sales presentation examples because Reddit strives to remain objective and stick to its brand identity
• Reddit also makes great use of memes and pop-culture images to get their message across. This is a great strategy since Redditors love this kind of content. In addition, it helps the brand stand out from the rest because of the “X” factor in their presentation.
• The round data figures shared by Reddit are also striking since they help their audience to digest the information and get to thinking how a product/service can help them grow

This social media management tool gives you the freedom to manage multiple social media profiles in a single dashboard.

• Their sales deck is fast-paced and begins with them sharing how they have left an impact on the social media scene. This is a brilliant strategy since it helps audiences get a breakdown of the services offered without much ado
• In other slides, Buffer goes at length to share their milestones and how they’re planning to grow their reach in the years to come. This is one of the finest sales presentation examples because it’s systematic and they manage to bring the message home with every slide

Salesforce is renowned as being the driving force behind one of the world’s top CRM solutions, Sales Cloud. Through their ventures, they’ve been able to transform how enterprises (including fortune 500 companies), connect with clients.

• Salesforce crafted one of the best sales presentation examples because they were able to simplify the sale and help prospects further down the sales journey
• They also broke down the complex processes involved in simpler formats using visual diagrams and flowcharts
• By incorporating images and text overlay slides, Salesforce made a point of ensuring that you have a better understanding of what their services were all about

Microsoft’s subscription-based productivity suite is great for collaboration in the workplace. We’ve listed them out as one of the best sales presentation examples because they came up with a comprehensive layout that really spoke to the masses.

• The color scheme employed was in line with their productivity apps. By doing so, the designers sought to maintain synergy with the move acting as a clear show of consistency all around.
• The images used on every screen is a pointer to the fact that they have a dedicated team that aims to foster collaboration at the workplace. Commendably, the text sections also have a bright, vivid block of color to ensure clarity. This is a fantastic strategy since colors allow audiences to dart their eyes across the screen and focus on what really important

This end-to-end product management software comes in handy in supporting the product journey. If you’re a product manager, you’re surely going to love having it as a go-to tool since you have the power to convert great ideas into great products.

• The minimalist concept behind this approach makes it one of the most exemplary sales presentation examples
• The content layout is also super-duper. As you read through the informal tone, you get an impression that you’re actually conversing with a friend over coffee than actually sitting through a meeting getting pitched on why you should adopt a product
• The short sentences are also super engaging and the text in parenthesis gives you the impression that you’re actually getting the scoop on a trade secret

This fantastic platform was built with the sole intent of making the workplace a happy place to operate in. With Immediately, you get the opportunity to focus on the tasks that really interest you.

• By making use of stock photos and callout bubbles, Immediately perfectly illustrates various audiences’ pain points and helps create a sense of relatability
• There’s great personalization involved throughout the slides which helps the brand connect with various audiences. As a salesperson, you can borrow a leaf from this approach and embrace it to drive home the essence of your product.

Zuora is an enterprise software company does a great job of providing bespoke subscription-based services.

Through its ventures, the company has been able to produce one of the standout sales presentation examples. Here’s why we think they are definitely winning:

• Their presentation largely constitutes images and minimal text with thought-provoking facts
• The backgrounds are laden with images. This is a masterstroke since it helps personalize and distinguish the brand from the competition.
• The wordplay is excellent and the imagery used gives you a contemporary feel about things. This is perfectly in line with their brand message of how important it is to adapt to the times. If you think that they can help you position yourself in the market, then, you need not look further!

This online applicant sourcing and tracking software enables organizations to discover top talent by gathering implicit data from a large pool.

• Great graphical layout and use of white space to represent numbers. The colors incorporated are quite brilliant and go a long way in telling the narrative.
• The bulleted points have greatly help compartmentalize detailed content. You can implement this same approach if you’re looking to ensure that your audience follows the message.
• Compelling imagery is used to convey their brand message and compel prospects to take up their services

So there you have it. We’ve highlighted nine of the top sales presentation examples to get your creative juices flowing.

Hopefully, you’ll be able to convert more prospects into paying customers !

Do you think there are some sales presentation examples we’ve missed?

Which ones do you fancy?

Let us know in the comments section below!

Jack is known for leading the charge in sales innovation. He has a proven track record of working with top organizations to help them integrate social into their traditional sales process.

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8 Effective Sales Presentation Examples to Boost Your Close Rate

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

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

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

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

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

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

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

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

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

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

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

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

6 Key Components of a Winning Sales Presentation

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

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

1. Start Strong: Cover Slide + Confidence

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

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

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

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

2. Sell Solutions (+ Value), Not Products

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

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

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

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

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

3. Tell a Story

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

You want to harness that power for your sales presentation.

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

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

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

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

4. Keep It Simple

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

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

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

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

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

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

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

5. Include the Proof

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

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

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

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

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

6. Call Them to Action

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

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

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

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

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

8 Effective Sales Presentation Examples

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

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

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

1. What + Why: Memento

Stating the problem, explaining the solution.

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

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

2. Image-Rich Slides: Zuora

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

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

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

Memorable presentations show , rather than just tell.

3. & 4. Personalize for Prospects: Trumpet

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

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

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

Check out this presentation pod example .

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

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

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

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

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

5. Be You(r Brand): Reddit

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

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

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

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

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

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

6. Adaptable Sales Story: Eigen Technologies

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

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

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

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

7. Out-of-the-Box: Apple

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

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

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

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

8. Putting It Simply: Microsoft Office 365

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

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

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

Using Your Sales Presentation to Close More Deals

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

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

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

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

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

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

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Sales presentation

Last updated: 11 November, 2023

What is a sales presentation?

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

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

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

In particular — by creating effective sales presentations .

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

The answer is simple. A winning sales presentation:

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

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

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

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

1. It’s all about the balanced layout

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

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

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

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

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

2. Make it short and sweet

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

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

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

3. Work on the slide deck

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

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

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

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

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

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

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

Define the purpose

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

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

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

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

Adjust your sales presentation based on the audience

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

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

Consider means available

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

Prepare key points & season them with data

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

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

Design the sales presentation structure

Use a “10-20-30” formula: 

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

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

• Freecreatives

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

Wrapping up

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

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

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

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

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

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

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

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

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

10-Step Ultimate Sales Presentation

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

1. Prospecting

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

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

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

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

2. Pre-approach/Planning

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

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

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

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

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

3. Approach

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

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

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

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

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

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

Approach Example

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

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

4. Presentation

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

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

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

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

5. Trial Close

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

The trial close allows the salesperson to determine:

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

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

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

Trial Close Examples

Examples of a simple trial close include,

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

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

6. Determine Objections

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

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

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

Determine Objection Example

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

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

7. Handle Objections

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

There are four important points to consider when handling objections:

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

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

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

Handle Objection Example

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

8. Trial Close

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

Trial Close Example

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

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

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

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

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

Close Example

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

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

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

10. Follow-Up and Service

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

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

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

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

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

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

The Ultimate 10-Step Sales Presentation Series

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

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

Join the Conversation

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

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

Category: Salespeople

Related Posts

Your Complete Guide to Customer Retention: Service and Follow-Up (with Examples)

Your Complete Guide to Closing the Sale (with Examples)

Your Complete Guide to Flushing Out Buyer Objections

How to Leverage the Trial Close in Your Ultimate Sales Presentation

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What Are Sales Leads? Types, Best Practices & Tools

Written by: Mahnoor Sheikh

Did you know only 10% to 15% of marketing leads actually convert into sales?

Imagine the revenue you're leaving on the table by not effectively managing your sales leads. These missed opportunities can be both frustrating and costly.

Thankfully, there are ways to recover these lost sales.

In this article, we’re going to demystify the concept of sales leads—what they are, the various types to know and best practices to convert leads into customers.

And because we know you're busy, we'll introduce you to game-changing tools to automate and optimize your lead management process.

Ready? Let’s get started.

Before we dive in, here’s a short selection of 8 customizable lead magnet forms you can easily edit and publish with Visme. View more templates below:

Table of Contents

What are sales leads, types of sales leads, how to generate sales leads, the best crm software for managing sales leads, sales lead faqs.

Sales leads are individuals or organizations that have shown some level of interest in your product or service but have not yet made a purchase.

• There are various types of sales leads. By interest, there are cold, warm and hot leads.
• By qualification, there are Information Qualified Leads (IQLs), Marketing Qualified Leads (MQLs), Sales Qualified Leads (SQLs) and Product Qualified Leads (PQLs.)
• You can generate sales leads using tactics like asking for referrals, sharing content, hosting webinars, optimizing your website, leveraging social media, offering live chat, and making sales calls.
• Some of the best CRM software include Salesforce, HubSpot, Zoho CRM and Pipedrive. You can integrate some of these apps with Visme to supercharge your sales processes.
• Visme can help you create amazing content that delights leads at every stage of the funnel, such as infographics, case studies , testimonials and lead magnets . You can also design interactive forms , schedule content for social media , track analytics and more.

They’re potential customers who have either actively reached out to you by filling out a form on your website (inbound leads) or have been identified as likely buyers through marketing efforts, like advertising, direct mail or cold calling (outbound leads.)

Sales leads are the lifeblood of any sales funnel. However, you still need to qualify them based on various factors before they can progress to the next stage.

What Is a Sales Qualified Lead?

A Sales Qualified Lead (SQL) is a step above a regular sales lead. SQLs have been vetted through a qualification process to determine their readiness and ability to make a purchase.

Typically, SQLs have met certain criteria like budget, need, timeline and decision-making authority, making them more likely to convert into customers.

Sales teams often use lead scoring systems to identify SQLs, assigning points based on factors like engagement level, demographics and behavioral cues.

What Makes a Good Sales Lead?

A good sales lead shows more than just interest in your business.

A high-quality lead will have a genuine need for what you're offering, the ability to pay for it and the authority to make a purchase decision.

Plus, a good sales lead will be at a stage where they’re ready to engage in a conversation about a potential purchase.

Timing is crucial; even a lead with a need and a budget won't convert if they're not ready to buy. And that’s why you need an effective lead qualification process in place—to help you identify good sales leads that check all the boxes.

Sales Leads vs. Prospects

A sales lead is someone who has shown interest in your business but has not been qualified. They’re at the top of the sales funnel and may or may not engage further.

A prospect is a qualified lead who has moved down the funnel, usually after meeting specific criteria that indicate a higher likelihood of becoming a customer.

Prospects are generally more engaged, have already been contacted by the sales team and are actively considering making a purchase.

There’s no “standard” sales lead.

Leads come in different shapes and forms. There are hot leads that are ready to buy and cold leads who don’t even know they need you yet.

Then there are leads categorized by qualification and sales funnel stage.

In this section, we’ll break down the various types of sales leads (and categories) to help you successfully convert yours into customers.

Made with Visme Infographic Maker

Types of Sales Leads by Interest

1. cold leads.

Cold leads are people who fit your target customer profile but have never interacted with your brand. They're hard to convert because they don't know you yet, but they're still worth pursuing.

2. Warm Leads

Warm leads know about your brand or product. They may have visited your website or liked your posts on social media. They're interested but haven't bought anything yet.

3. Hot Leads

Hot leads are ready to buy. They've probably tried a free trial, asked for a demo or filled out a contact form. They're your best bet for a quick sale.

Types of Sales Leads by Qualification

1. information qualified leads (iqls).

These are leads who've just entered your sales funnel, usually by exchanging their contact information for some form of content—like a whitepaper or a webinar.

While they've shown interest, they're still in the research phase and not yet ready to buy. Your job? Educate them and build trust.

2. Marketing Qualified Leads (MQLs)

MQLs have moved a step further down the funnel.

They've engaged with your marketing efforts by downloading multiple pieces of content, subscribing to your newsletter or visiting key pages on your website. They're warm leads who need a bit more nurturing before they're ready for a sales pitch.

3. Sales Qualified Leads (SQLs)

These are the VIPs of leads. SQLs have been vetted and are considered ready for the sales team to engage with directly.

They've shown a clear intent to buy and meet specific criteria like budget, need and timeline. Your sales team should prioritize SQLs as they're the most likely to convert into customers.

4. Product Qualified Leads (PQLs)

PQLs are leads who have used your product, often through a free trial or freemium model and have experienced value from it.

They've essentially 'qualified' themselves by demonstrating a clear interest in becoming a paying customer. These leads are golden opportunities for upselling or cross-selling.

Struggling to fill your sales pipeline? You’re in good company.

According to Semrush , the majority of content marketers (45%) say generating quality leads is their biggest challenge.

That said, you can't rely on a single lead generation source.

Using a combination of tried-and-true strategies and best practices is key to keeping those potential customers rolling in.

Here are 10 ways to generate high-quality leads and keep your sales pipeline buzzing.

1. Ask for Referrals

What’s the best place to look for sales leads? Your current customers!

Never underestimate the power of a good referral. When coming from a trusted peer, a referral often carries more weight than any other marketing or promotional tactic.

Reach out proactively to customers who love your product and ask if they know of any colleagues, friends or partners who could also benefit from what you offer.

You could also incentivize referrals by setting up an easy-to-follow referral program that rewards customers for bringing in more business.

Another way to leverage referrals is to ask happy customers for reviews and then share them on your website or social media.

Use Visme’s video testimonial templates to showcase positive reviews visually:

2. Create Targeted Content

Creating valuable content is a proven strategy for generating sales leads . But here's the kicker: you need to tailor your content to each stage of the sales funnel.

For instance, blog posts and infographics are great for attracting attention at the top of the funnel.

On the other hand, ebooks, whitepapers and case studies can nurture leads in the middle and bottom of the funnel.

Now, let's talk lead magnets . These are irresistible pieces of content — think checklists or how-to guides — that you offer in exchange for contact information. They're perfect for snagging those top-of-the-funnel sales leads.

And guess what? Visme can be your go-to tool for creating all these types of content. With its easy-to-use templates, intuitive editor and built-in design assets, you can whip up everything from an infographic to an interactive quiz.

3. Host Webinars and Demos

Want to attract leads that value your expertise? Host webinars , workshops and product demos regularly. Virtual events are excellent lead generation tools — you could have people register with their contact info to attend your event.

Product demos are especially great for SaaS businesses as they allow sales leads to experience your product first-hand — essentially turning them into PQLs.

Plus, you can interact with leads in real-time, answer questions about your product or service, solve problems and more. All of this helps you boost engagement, build credibility and establish yourself as a thought leader in your industry.

Here’s a webinar presentation template you can customize for your next event:

While conducting webinars and demos, focus on delivering truly useful information rather than an outright sales pitch. Then, follow up via email to nurture them to conversion.

Pro Tip : Going live is great, but make sure to record your online events to continue using them as evergreen lead-generating content on your website.

4. Attend Industry Events

Depending on your business, your leads might just like the traditional way. If that’s the case, industry events like trade shows, conferences, and meetups are excellent venues for hunting them down and connecting with them.

In-person events like these attract people who are already interested in your industry, making them prime candidates for your products or services.

Come prepared with plenty of business cards, brochures or other useful documents you can hand out to spark conversations.

Use Visme to create on-brand marketing collateral ready for printing:

Don’t be shy to introduce yourself and your company's offerings. This is your chance to collect contact information and build relationships that might turn into revenue down the road.

5. Leverage Social Media

Networking on social media is a powerful lead generation strategy . Platforms like LinkedIn, for example, are goldmines for B2B companies.

But it's not just about having a profile; it's about active engagement. Start by responding to comments on your posts and interacting with other people's content. This not only increases your visibility but also helps you build meaningful relationships.

Don't underestimate the power of groups and communities. Joining these can put you in direct contact with potential leads and industry influencers. Participate in discussions, offer valuable insights and you'll soon establish authority in your field.

Keep in mind that sporadic posting won't get you far; you need a well-planned content calendar to make a lasting impact. This is where Visme's social media scheduler can be incredibly helpful. You can design, plan and schedule your posts in advance—all in one place.

Finally, don’t just wait for leads to find you; proactively reach out to them. For example, you could engage with leads, build relationships (i.e., warm them up) and then message them directly, such as on LinkedIn.

6. Re-Engage Lost leads

Not all leads convert immediately; some may go cold over time. However, these leads can often be recovered with the right approach.

Segment them based on past interactions, industry or company size before you reach out. This will help you ask targeted questions and better understand their reasons for backing out.

For instance, you might find some leads find your product too expensive and are hesitant to purchase a paid plan right away. You could offer them exclusive discounts or free trials to help them take the next step.

7. Use Email Marketing

Email marketing is a great way to move initial leads further along the sales funnel, turning them into more conversion-ready sales leads.

Email allows you to build relationships with potential buyers over time by delivering value over time. This is especially true if you incorporate industry-leading best practices like personalization, A/B testing and segmentation.

For example, a SaaS business could send webinar invitations, new feature announcements, quick tips and roundups of recent blog posts. Emails like these could motivate interested contacts to sign up for a free trial, request a demo, contact sales or even buy a plan.

Collect email addresses by adding engaging opt-in forms on your website. Offer something in return, like an ebook or a weekly newsletter subscription.

Pro Tip: Want to create interactive forms that are hard to miss? Use Visme’s form builder to create dynamic, engaging forms guaranteed to drive more leads.

8. Get On the Phone

Not all sales calls flop.

If you do your homework and gather information about who you’re calling, you might be able to tap into a need or make a pitch that resonates with the listener.

There’s also something called “warm calling,” which is much more effective than the traditional way of unleashing endless, unsolicited calls.

Warm calling involves reaching out to people who have already expressed some interest in your business. These people might be IQLs—someone who attended a webinar, downloaded a resource or subscribed to your newsletter.

Pro Tip: Set goals for sales calls, like the volume and conversion rate, so your reps don’t go overboard. Make sure you integrate call data with your CRM and refine scripts to be less intrusive and robotic.

Looking for tips on locking in leads with that discovery call? Check out these sales discovery questions to find out how to keep leads hooked.

9. Offer Live Chat Support

A proven strategy to generate sales leads is to offer exceptional customer service. Adding live chat to your website helps visitors get real-time, personalized assistance.

But all human reps need to sleep sometimes—that's why you have AI chatbots .

AI chatbots can help you answer common questions, collect info and solve basic problems instantly—24/7. In case there’s a complex query, you can always have a human step in.

10. Optimize Your Website

Your website is often the first point of contact for potential leads; make it worthwhile. This means it needs to be fast, responsive and fitted with top-notch design and content.

Write high-quality copy with clear calls to action (CTAs). Focus on improving load speed and navigation to enhance the user experience. Finally, use search engine optimization (SEO) tactics to ensure your web pages, blog posts and other content show up on Google for the right keywords.

Another tactic is to create targeted landing pages for specific audiences. For example, if your product offers unique benefits for different types of users, create landing pages for each segment to attract (and convert) qualified leads.

For sales teams, Customer Relationship Management (CRM) software is a must. These powerful tools do more than just store contact information; they streamline the entire sales process , making your team more efficient and effective.

With features like lead scoring, communication logs and real-time analytics, a CRM can help you visualize your sales pipeline and prioritize leads most likely to convert.

Let’s explore the best CRM software for managing sales leads.

Salesforce is often considered the gold standard in CRM software. It offers a comprehensive suite of tools for managing leads, tracking customer interactions and analyzing sales data.

With features like lead scoring, automated workflows and detailed reporting, Salesforce is a one-stop-shop for all your CRM needs.

HubSpot CRM is a go-to choice for its intuitive, user-friendly interface. You can automatically track interactions with potential customers across various channels and segment leads based on behavior, source or custom properties, allowing for targeted follow-ups.

HubSpot also offers lead scoring, which helps prioritize leads that are more likely to convert. The CRM provides detailed analytics for your lead generation campaigns, helping you understand what's working and what needs improvement.

Zoho CRM offers a robust set of tools specifically designed for lead management. One of its unique features is the AI-driven assistant, Zia, which helps identify the leads most likely to convert.

Zoho also offers automation workflows that can be customized to your sales process. The CRM provides real-time analytics and reporting features, giving you insights into lead behavior and campaign performance.

Pipedrive is designed with a focus on simplicity and ease of use, making it particularly suitable for small to medium-sized businesses. It offers a visual sales pipeline that makes it easy to track the status of your leads at a glance.

Pipedrive also offers a feature called LeadBooster, an AI chatbot that engages visitors on your website and captures lead information. The CRM includes a lead scoring system and integrates with various third-party apps for added functionality.

What Is an Example of a Sales Lead?

An example of a sales lead is a person who fills out a contact form on your website in exchange for an ebook, whitepaper or any other resource. By doing so, they’ve shown interest in your business. The next step would be for your sales team to reach out to this contact via email and attempt to move them further along the sales funnel.

What Makes a Bad Sales Lead?

A bad sales lead is someone who doesn't fit your target customer profile, has no decision-making power or lacks the budget to make a purchase. These leads are unlikely to convert and can waste your sales team's time.

What is a Sales Lead Management Process?

A sales lead management process involves capturing leads, tracking their activities and interactions, qualifying them based on set criteria and nurturing them through the sales funnel until they become customers.

How Do You Generate Sales Leads Without Cold Calling?

You can generate sales leads without cold calling by using strategies like content marketing, SEO, social media advertising, webinars and email marketing. These methods can attract potential buyers and move them through the sales funnel.

How Long Does It Take for Sales Leads to Turn Into Customers?

The time it takes for sales leads to convert into customers varies with your industry, the complexity of the sale and the effectiveness of your sales process. It can range from a few days for simple products to several months for complex B2B services.

Generate More Sale Leads with Visme

Understanding what sales leads are in their different types helps you send the right message to the right person at the right time—maximizing your chances of conversion.

The lead generation tips in this article will help you get started on the right foot. But don’t forget to amplify your strategy with the help of tools like Visme.

Visme can help you create amazing content that delights leads at every stage of the funnel. Create engaging infographics, case studies, testimonials, lead magnets, website graphics and much more.

Access 10,000+ templates across 40+ categories to find the perfect one for your needs. Better yet, design interactive lead generation forms , post content automatically with the help of the social media scheduler, track analytics and more.

Ready to take Visme for a test drive? Connect with our team to find out how Visme can help you generate more sales leads for your business.

Generate more sales leads and close more deals with Visme

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About the Author

Mahnoor Sheikh is the content marketing manager at Visme. She has years of experience in content strategy and execution, SEO copywriting and graphic design. She is also the founder of MASH Content and is passionate about tea, kittens and traveling with her husband. Get in touch with her on LinkedIn .

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Sales and Marketing: What’s the Difference and Which One Is Right for Me?

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Sales and Marketing: What’s the Difference and Which One Is Right for Me? was originally published on Forage .

Sales and marketing are careers that focus on helping companies grow their users or clients. While they both have the same end goal, the way they achieve that goal requires different focuses and approaches. Sales is a more direct approach, focusing on building relationships, while marketing is more about building awareness through creative strategies. 

In this guide, we’ll explain the key differences between sales and marketing — from day-to-day responsibilities to education requirements — and then give you a free quiz to help you understand which career path best fits your skills, personality , and goals . 

Jump to Quiz

What Is Sales?

Sales is a career path focusing on selling people products or services. Salespeople are more than just persuaders and negotiators, although their sales pitch is a large part of their role. The sales career path is also about finding prospective clients, building relationships with them, and understanding their needs. The primary goal for sales teams is to generate revenue for the company.

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Avg. Time: 2-3 hours

Skills you’ll build: Building relationships, managing team members, thinking about external perspectives

Sales titles often vary depending on how senior you are; however, sales professionals may also have titles that indicate what part of the sales process they specialize in. For example, some professionals work closely with maintaining client relationships and renewing deals, while others generate new sales leads.

Sales job titles include:

• Account executive
• Account manager
• Business development representative (BDR)
• Chief revenue officer (CRO)
• Client success manager
• Customer success representative
• Sales development representative (SDR)
• Sales director
• Sales enablement manager
• Sales manager
• Sales representative

What Is Marketing?

“ Marketing is about positioning and generating awareness and interest in a product or service, be that through unique value propositions, naming, content creation, product development, and translation of the overall organization’s broader positioning,” says Nancy Lockhart, president and senior marketing strategist at Lockhart Marketing.

Marketers use a variety of channels, strategies, and tactics to attract and engage potential users (or customers, if it’s a paid product). Marketing careers differ not based on the type of product the person is marketing but rather on their marketing tactic. Popular types of marketing include:

• Digital marketing: marketing that reaches users online, including social media, content, and email marketing
• Product marketing: marketing that focuses on the strategy behind marketing a specific product, including market research and product launch execution
• Event marketing: hosting live or digital events to create buzz about a brand, product, or service
• Growth marketing: data-focused marketing that’s all about experimenting and optimizing user growth

For example, I’m a digital marketer who specializes in content marketing. I write content that helps promote my company and attract interest in our product. Other digital marketers on our team create email campaigns; some work on social media. 

Marketing Jobs

While there are some general marketing titles, there are also specific titles that indicate what type of marketing you work on:

• Brand experience manager
• Content marketing manager
• Conversion rate optimization (CRO) specialist
• Digital communications manager
• Digital marketing specialist
• Email marketer
• Event coordinator
• Growth marketing manager
• Marketing manager
• Market research analyst
• Product marketing manager
• Social media manager
• User acquisition specialist
• Web marketing manager

Key Differences Between Sales and Marketing

While both sales and marketing focus on attracting users for a product, their focus and approach differ.

“Marketing is about creating broad awareness and interest in a product or service, often dealing with larger audiences and longer-term strategies,” says Sam Wright, head of sales at Huntr, a tech startup that helps people navigate their job search and career path. “Sales, on the other hand, is more direct and personal, focusing on converting that interest into actual purchases or partnerships. At Huntr, our marketing team works on building our brand and attracting potential users (SEO, landing page and blog content, etc.), while in sales, we engage directly with career coaches, universities, and businesses to form partnerships and drive adoption of our platform.”

Because professionals in each career path use a different approach to achieve their goals, the work environment and required skills for sales and marketing are pretty varied. Marketing is typically more strategic, behind-the-scenes work to execute on campaigns and tactics. Sales is all about building relationships and talking to people.

To land an entry-level role in sales or marketing, you don’t typically need an advanced degree; you might not even need a postsecondary education, depending on the role. According to Zippia , 63% of sales professionals have a bachelor’s degree, while nearly a third (27%) have a high school diploma or associate’s degree. More marketing professionals have bachelor’s degrees — 74% — and 8% have a master’s degree.

If you’re in college and interested in either of these career paths, majoring in something related to the field can help you build the right skills and land a role. While some schools have a marketing major—which would be an easy fit if you’re interested in marketing—related majors include communications, business administration, English , psychology , sociology, and public relations. 

Not many schools offer a sales major, but there are plenty of related majors that can help you get into this career path. Majors like economics , finance , business, and communications can lead to relevant skills.

>>MORE: ‘What Should I Go to College For?’ Quiz: 17 Questions to Find the Right Major

The skillsets for sales and marketing roles are the most different parts of these career paths: sales is focused on building relationships, while marketing is focused on executing strategies.

Sales roles require many interpersonal and communication skills :

• Active listening
• Closing deals
• Negotiation
• Overcoming objections
• Presentation
• Time management

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Marketing skills focus more on building and executing campaigns:

• Creative thinking
• Analytical skills
• Data analysis
• Market research
• Content writing and creation
• Project management
• Prioritization

The main difference between these skillsets comes from the people sales and marketing professionals work with every day. Sales professionals need more interpersonal and negotiation skills because they often work with external clients to try to persuade them to buy a product. Marketing professionals need more tactical and execution skills to collaborate with internal team members on various marketing campaigns.

>>MORE: Boost Your Skills With the Top Sales or Marketing Job Simulations on Forage

Salary and Job Outlook

Both sales and marketing roles can be lucrative. For sales roles, salary varies most depending on what types of product you’re selling; professionals who sell more technical products, for example, tend to make higher salaries. Sales salaries may also differ from salaries in other career paths if a company offers commission pay. Commission is additional pay based on performance. If a salesperson hits a certain quota, they may receive a commission on top of their base salary.

Title Mean annual wage Job outlook Advertising sales agents $75,820 -7% (decline) Insurance sales agents $79,700 8% (faster than average) Securities, commodities, and financial services sales agents $109,710 7% (faster than average) Wholesale and manufacturing sales representatives (excluding technical and scientific products) $80,490 1% (little or no change) Sales representatives, wholesale and manufacturing, technical and scientific products $113,520 1% (little or no change)

Marketing managers tend to make similar amounts in various industries; instead, salaries vary most by seniority.

Title Mean annual wage Job outlook Advertising and promotions managers $152,620 6% (faster than average) Marketing managers $166,410 6% (faster than average)Market research analysts $83,190 13% (faster than average) Public relations managers $159,420 6% (faster than average)

Work Environment

One of the main differences between sales and marketing careers is their work environments: sales careers tend to have a mix of office work, client meetings, and travel, while marketing careers tend to be more independent and focused on internal work. 

Sales careers are often fast-paced and high-pressure. Some of the busiest days of a sales professional’s life are at the end of a month, quarter, or year when they’re expected to have hit their quota. Because sales professionals often work with potential customers or current clients, their work may require more virtual and in-person meetings.

“One of the aspects I enjoy most about my sales career is the opportunity to directly impact the growth of our company,” Wright says. “There’s an immediate and tangible result to our efforts — when we close a deal, we can see the direct impact on our business metrics. Additionally, I love the personal interactions and relationship-building that come with sales. Every conversation is an opportunity to learn about different businesses, understand their challenges, and find ways our product can provide value.”

Marketing careers can also be fast-paced, requiring careful coordination to successfully executive and launch different campaigns. However, these roles are more strategic and require independent, focused work. Marketing professionals may collaborate with their internal team and sometimes even present to clients, but much of their work can be done alone. 

Sales and Marketing: The Breakdown

Sales Marketing Education No strict requirements; 63% of professionals have a bachelor’s degreeNo strict requirements; 74% of professionals have a bachelor’s degree Skills Interpersonal and negotiation skillsCreative and analytical skills Pay Competitive, with higher salaries in specific industries, like tech. Some professionals may receive base pay and commissionCompetitive, with higher salaries as you become more senior Work environment Fast-paced, dynamic, often working with external peopleFocused, strategic, with the ability to work independently 

Sales and Marketing: Which One Is Right For You? Quiz

Now that you know the differences between sales and marketing, it’s time to figure out which one is right for you. Take this quiz to find out. It’s completely free — you’ll just need to sign up to get your results!

1. Building relationships comes naturally to me.

2. I’m highly motivated by competition.

3. I’m good at persuading others to see my point of view.

4. I enjoy working independently and setting my own pace.

5. I’m detail-oriented and enjoy analyzing data.

6. I’m comfortable with public speaking and presentations.

7. I enjoy brainstorming creative ideas.

8. I’m patient and persistent when facing challenges.

9. I’m comfortable with rejection and can handle criticism.

10. I enjoy working in a fast-paced, dynamic environment.

11. I’m skilled at problem-solving and finding creative solutions.

12. I’m comfortable navigating ambiguity and uncertainty.

13. I thrive with a routine and a set schedule.

14. I always make sure I cross my t’s and dot my i’s.

15. I’m comfortable taking calculated risks.

16. I prefer stability over recognition.

17. I enjoy working independently but also value collaboration.

This field is for validation purposes and should be left unchanged.

Sales and Marketing: The Bottom Line

Sales and marketing are both career paths that connect users or customers with a product, but their focus and approach are different. Sales professionals aim to build relationships with potential and current customers and persuade them to buy (and continue to use) the product. Marketing professionals are focused more on top-of-funnel awareness to get users and customers to understand what the product is and what it does.

Choosing between sales and marketing depends on your skillset and preferred work environment. If you like fast-paced, dynamic work where you need to have stellar interpersonal skills, sales might be a better fit for you. Marketing might be the right career path if you’re more strategic and analytical and prefer working alone.

“To me, the biggest difference between sales and marketing careers is the amount of personal time spent with individuals in the marketplace — the general public,” says Rob Durant, a professional with over 20 years of experience in sales and professor of Intro to Marketing at Northeastern University. “Marketing is a one-to-many relationship, so while you have to listen to the market to create effective marketing, very little time is spent in one-on-one conversations with people outside your organization. Conversely, by the very nature of their role, salespeople are required to have numerous one-to-one relationships and interactions with many different individuals outside of their own organization. While both roles benefit by having strong communication and interpersonal skills, marketing generally applies those skills internally while sales applies them externally.”

Explore both sales and marketing careers with Forage job simulations:

Go to sales job simulations

Go to marketing job simulations

Image credit: Canva

The post Sales and Marketing: What’s the Difference and Which One Is Right for Me? appeared first on Forage .

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