presentation of sales strategy

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SALES STRATEGY

The big picture on sales strategy.

Conceptualize, measure and understand the opportunities to improve your customer pipeline and journey.

SALES STRATEGY: "HOW DO WE GET MORE CUSTOMERS TO BUY OUR STUFF?"

WHAT DOES A SALES STRATEGY LOOK LIKE?

SALES IS SIMPLY A SERIES OF INTERACTIONS & CONVERSATIONS

When you strip out all of the noise, from a customer's point of view, their journey to purchase is a series of interactions and conversations. A customer is trying to solve a problem, and in their journey to solve it, they may become aware of your potential solution, show interest by seeking more information, consider the solution versus other competitors, and hopefully convert into a customer and a loyal repeat customer.

These interactions could be through a company's website, app, online content, stores, salespeople, partners and distributors, and other customers. You can conceptualize this series of customer & company interactions in two ways. From the perspective of the customer, you can codify the interactions in a customer journey map. From the perspective of a sales team, you can conceptualize the interactions in a  sales pipeline.

The first step in developing a strong sales strategy is to abstract the performance of the sales pipeline by applying a series of longitudinal metrics to each stage of the pipeline. How many potential targets are there, suspects, prospects, customers, or repeat customers? How long do they stay in each stage? How many drop off in each stage? How valuable are they in each stage? How have the metrics evolved over time?

Like any process , if you can't measure it, it becomes challenging to improve it. High-performing sales teams automate much of this data through a well-utilized and updated sales CRM system. If your company can't systematically report on the sales pipeline, then developing the capability, infrastructure, and discipline to measure and improve the pipeline should be an initiative in your sales strategy.

TAKING SALES INSIGHT TO THE NEXT LEVEL

THE 4 WAYS TO GROW SALES

There are four ways to grow sales through a customer pipeline:

• Increase Addressable Market - put more people through the mouth of the funnel
• Accelerate Deal Velocity - make each step/stage shorter for the customer
• Improve Stage Gate Success - have the customer say yes to the next step more often
• Increase Deal Size - upsell and focus efforts on the larger deals

Understanding how these four growth metrics evolved over time is a good starting point for diagnosing customer pipeline issues and opportunities.  These four growth metrics are outputs of the sales growth drivers, which we go into next.

THE 3 SALES GROWTH DRIVERS

Sales growth comes down to better customer interactions and conversations, more of them, along with a better value proposition and marketing . To make these things a reality, there are three main components to a strong sales strategy:

1. Improving the alignment between the target customer , the differentiated value proposition , marketing, and distribution

2. Incorporating corporate growth strategy initiatives in the sales strategy

3. Developing a strong sales team strategy to improve the sales process and interactions executed by the salespeople, infrastructure, and partners

1. DON'T PASS GO UNLESS YOU HAVE A KILLER VALUE PROPOSITION

Many CEOS misdiagnosis their weak sales by concluding, "it must be the sales team."  

A strong sales team is important, but the most important driver of sales is a killer value proposition that creates more value than the competition for target customers. Once you have a killer value proposition, then you need the right messaging, marketing, and distribution that clearly amplifies the value proposition to the target customers.

So, the first thing any sales strategy should address is to make sure there is a clearly defined and articulated target customer, a killer value proposition for the target customer, and impactful messaging, marketing, and distribution focused on the target customer. Alignment on a target customer will make everyone's efforts more focused, efficient, and effective, while differentiation will make customers say yes more often.

Seriously, don't overlook this point. Pretty much every company that grows for decades and becomes a leader in their industry has and continually improves a killer value proposition that creates more value than competitors for the target customers. It is the heart that makes the sales flow for any strong sales team.

Now, we often hear, "well, that isn't under my control."  Well, you better figure out how to influence it, because, without alignment and differentiation, the customer will more often than not choose not to do business with your company.

2. WHAT'S GOING ON WITH THE BIG PICTURE STRATEGY STUFF?

Hopefully, you have a killer value proposition and aligned marketing and distribution, now what? Well, you need to think through how the high-level corporate growth strategy is going to affect sales and the sales team. Is the company expanding into new markets , customer segments, and geographies? Are there new and improved products , services, and pricing ? Are there new distribution channels or marketing campaigns? While it may be a lot to think through, growth expansion initiatives can have a significant impact on sales and the sales team.

Now, a few words of caution. First, be careful not to go after too many options , which can quickly overextend the sales team and the entire company. Companies that fail often go after too many new markets , customer segments, and geographies at the same time. Inevitably, the ambitious agenda creates fragmented efforts, massive complexity , opportunity cost , and ultimately failure. Second, while sales leadership should have a sizeable role in shaping the corporate growth strategy, it should not lead the effort. We see too many companies that try to say yes to everything sales wants to do, which often leads to a lot of running in place and going nowhere. Successful companies have a strong and balanced leadership team stewarding the big decisions and execution around corporate growth strategy.

Growth strategy initiatives are significant inputs into the last part of sales strategy, which is the sales team strategy. The big question is how growth strategy initiatives will affect sales and the sales team. Is there a need for new processes, people, partners, and technology? What is the expected impact on sales, quotas, customer metrics, and pipeline dynamics? This is one of the reasons why sales strategy is so complicated since there are so many dimensions that ultimately need to be addressed by the sales team, with the ultimate goal of having better customer interactions and conversations and more of them.

3. WHAT THE HECK ARE WE GOING TO DO WITH THE SALES TEAM?

Now to the heart of sales strategy, which is the sales team strategy. Any team, including a sales team, is simply a collection of processes executed by people, infrastructure, and partners. And, strategy is simply the goals we choose and the actions we take to achieve those goals. So, sales team strategy comes down to the sales team goals and the portfolio of initiatives to improve the processes, people, infrastructure, and partners to a level necessary to achieve the goals.

Below are some options to focus those sales team strategy initiatives on. We'll go over the high-level framing of some of the strategic options .

GET THE PROCESS RIGHT AND THE SALES WILL FOLLOW

Everything every member of a sales team does is a process, whether acknowledged as one or not. Has your sales team documented their processes, measure them? If not, that is a great place to start.

There are four main levels of a sales process outlined below.

At the highest level is the sales team governance , which includes the processes that strategically manage the sales strategy, forecasting, opportunities, overall pipeline, and sales operations. It typically involves weekly or monthly pipeline reviews, quarterly business reviews, and annual strategic planning , budgeting, and forecasting. The better the governance , the better the accuracy of forecasts, sales strategy, performance, and understanding of cause and effect.

The next level of the sales process is the customer journey, which includes every aspect of the journey customers take through an organization's processes to discover, evaluate, purchase, and consume the company's services and products. Strategic initiatives typically target reducing customer effort (e.g., self-help, automation , digital enablement), leaning out the customer processes, and increasing the rate of success on prioritized pipeline stages.

The sales methodology is one of the most critical processes for a sales team. The sales methodology is the overall sales approach between sales team members and customers to drive deal velocity and success. Most sales books focus on sales methodologies, such as spin selling , solution selling , MEDDIC , key account selling , GAP selling , and many others. We'll go a little deeper and synthesize all those books into a handful of important questions to quickly qualify and accelerate a deal.

The last level of the sales process to solve for is the daily, weekly, and monthly activity at the team and individual levels, which typically includes the day-to-day activity management and reporting to drive productivity and deal velocity through the pipeline.

ANSWER THE BASIC QUESTIONS TO ACCELERATE & CLOSE DEALS

There are hundreds of good books on sales methodology, but most of the methodologies come down to answering the basic 5 Ws (who, what, where, why, when) and 1 H (how) questions of a deal to qualify, accelerate and close the deal.

Once again, sales growth is driven by better customer interactions and conversations, and more of them. Weaving these questions into customer interactions, and recording and addressing the answers will help deals get through the pipeline. If you don't have a strong sales methodology, then start developing one that asks and answers the basic customer questions necessary to get a deal done.

TAKE A HOLISTIC APPROACH TO THE PEOPLE PART OF A SALES TEAM STRATEGY

For many B2B companies, sales expense, in the form of salary and commission, is often their largest financial expense, making it especially important to elevate and realize the potential of salespeople and the collective sales team.

There are many questions to answer about the people part of a sales strategy, which all fall into the various categories of our people strategy framework:

• Org Design ( Mission , Corporate Strategy, Structure, Roles & Competencies)
• Employee Journey (Recruiting, Hiring, Onboarding , Development, Evaluation, Advancement)
• Culture (Comp & Benefits, Environment, Norms, Values )

For a complete overview, visit our entire section on organizational strategy , hr strategy - org design , and hr strategy - employee journey & culture . Below, we'll cover some of the more unique elements of sales team strategy.

WHAT SHOULD THE SALES ORG LOOK LIKE?

A challenging question that typically comes up is, "what should the sales org look like?" 

There is a lot of art and science in answering this question. Regarding the size of the sales org, utilize benchmarks on revenue productivity per sales team member and percent of sales spend to revenue. You should also analyze the span of control, where each manager should have 8-12 direct reports. You also need to solve for the right amount of levels to the org, the fewer, the better. Finally, there are the actual roles and accountabilities , which we'll get into a bit more next.

HOW SHOULD WE ORGANIZE THIS SALES TEAM?

For many sales teams, better customer conversations and interactions necessitate a high level of specialization to address the needs of specific customer segments , markets, geographies, or stages within the sales funnel. This specialization leads to sales teams organizing around one or more of these dimensions (customer segments, markets, geography , sales funnel stages). What dimensions to organize around is a function of the customer experience, specialization, economics, and complexity.

Many companies are constantly reorganizing their sales team from one dimension to another, such as reshuffling the team from a segment focus to a geographic focus. These reorganizations often fail, due to the ensuing chaos. Most existing sales teams have optimized and refined their multitude of internal and external processes based on their existing organizational dimensions. When a sales team reorg happens, a sales team has to reconfigure its processes, infrastructure, and partners. If the change management of the sales reorg isn't stellar, often the customer journey and sales team devolves into a bit of chaos.

THE LOW HANGING FRUIT OF A SALES TEAM STRATEGY

The adage goes "it's all about the people."   We like to expand that to it's all about the recruiting, hiring, onboarding, development, evaluation, and advancement of the people. Improving the employee journey is essential in any sales strategy. The first place to start is to establish best practices in recruiting and hiring. The lowest hanging fruit is typically increasing the number of candidates you recruit and interview while professionalizing the interview and hiring process with standard interview guides and scorecards, group and immersive interviews, and team decision-making .

When it comes to the rest of the employee journey , one of the most impactful exercises is to survey team members about their employee journey, which not only creates a baseline but also solicits good ideas while providing built-in buy-in to improvements. Furthermore, there are a ton of established best practices in each stage of the employee journey.

YOU GET WHAT YOU REWARD

CREATING A SALES STRATEGY

In developing a sales strategy, always keep in mind you are solving for two things: 1.  the goals the sales team will strive to achieve, and 2. the strategic sales initiatives necessary to achieve the goals.

Whether it takes a few days, a few weeks, or a few months, there are typically four steps in developing a sales strategy, which is:

• Generate insights into the sales pipeline, customer journey, corporate growth strategy, sales team, and overall alignment & differentiation.
• Develop opportunities on how the sales team can improve the processes, people, partners, and infrastructure.
• Prioritize the potential initiatives based on value & benefit versus cost & effort.
• Set the goals and roadmap of the portfolio of sales initiatives

Given the breadth of possible analyses, gaps, opportunities, goals, and initiatives, it is imperative to assemble the best possible internal strategy team to develop and execute a very focused and impact-oriented project plan .

STEP 1: GENERATE SALES STRATEGY INSIGHTS

In developing a strong sales strategy, there are five main areas to generate insights on 1. the sales pipeline, 2. the customer journey, 3. corporate growth strategy initiatives, 4. alignment & differentiation, 5. the sales team (processes, people, infrastructure and partners).

A focused set of hypotheses and analyses will generate a ton of insights, otherwise, a team can "boil the ocean," wasting precious time and resources on things that don't matter. Focus on answering the key questions below, utilizing some of the typical strategic analyses and tools. By doing so, the team will generate the big "aha" insights that will guide the entire strategy project.

STEP 2: DEVELOP SALES STRATEGY OPPORTUNITIES

Once you have foundational insights for the sales strategy, then you enter the "create options" phase, where you need to come up with and develop the improvement opportunities that will drive sales to the next level. This phase drives the overall value of the strategy, since the number and quality of options limits strategies. Make sure you solicit ideas from as many places as possible and get the most creative and knowledgeable people involved to push the thinking.

There is always the opportunity to improve the customer journey, internal sales processes, and cross-functional processes. The lean toolkit , automation , and digital strategies will help sprout and nurture the best ideas. Solicit ideas and feedback from the entire sales team. A simple survey with both structured and open-ended questions will do the trick. There are also hundreds of best practices to improve the maturity of the sales processes , methodologies, people, and infrastructure.

STEP 3: PRIORITIZE THE GREAT IDEAS

Hopefully, at this stage of the project, you have more improvement ideas than resources and budget to execute.  Now, we are in the prioritization phase of the project. Before diving into prioritizing the ideas, you first want to see how much you can simplify , rearrange and combine the ideas into some larger potential initiatives.

Now, we get to the fun and collaborative stage of decision-making. Utilize some sort of prioritization or decision matrix to problem solve and debate the potential value/benefit , and cost/effort of each initiative. Get the right leadership and stakeholders in the room to have this robust debate, and potentially have a few rounds to refine and improve the thinking. In the end, focus the strategy on those "no brainer" ideas that are high value/benefit and low cost/effort with a shorter time horizon (3 months to 1-2 years).  For the "big bet" initiatives, figure out the timing, budget, dependencies, etc., before making a decision.

One of the most difficult challenges for sales team leadership is deciding on the right portfolio of initiatives. The first part of this challenge is getting enough skilled talent mobilized to successfully execute the initiatives and change management . The second part of the challenge is understanding the amount of change the sales team can realistically handle.

Whatever your decision-making governance , by the end you should have a strong portfolio of initiatives, budgets, owners, timing, and a pretty clear idea of the potential impact on the core metrics of the sales team.

STEP 4: SET THE SALES GOALS, FINALIZE THE ROADMAP, AND EXECUTE

Strategy comes down to setting goals and executing the portfolio of improvement initiatives necessary to achieve the goals.  You should distill all of the strategic analyses, problem solving , collaborating, and decision-making into one page of sales goals and initiatives. Of course, there should be a lot more detail (e.g., project plans, resource plans, change management plans, budgets, spreadsheets) behind the one page. However, as you think about communicating the big sales strategy to upper management, the internal sales team, external stakeholders, and partners, one page is always best.

One last thought, invest the time, resources, and commitment to change management . The hardest part of executing any strategy is the necessary behavioral change at the individual level. Thinking through the change management framework for each initiative will pay dividends in driving the change you are seeking.

If you want to talk about your sales strategy with an experienced strategy coach, set up some time with Joe Newsum , a Mckinsey Alum, and the author of this content and website.

DOWNLOAD THE SALES STRATEGY PLAN PRESENTATION TEMPLATE

Download the 100-page Sales Strategy Plan PowerPoint Presentation . The fully editable and professionally designed deck will give you a jump start on your sales strategy and plan.

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Home » MTD Sales Blog » 13 Steps For Creating Your Sales Strategy Presentation

13 Steps For Creating Your Sales Strategy Presentation

But when it comes to ‘how to write a sales strategy’ and ‘how to present a strategy’ , where do you even begin?

We’ve got 13 useful steps to help you create an effective Sales Strategy Presentation that your stakeholders will love! From start to finish, we’ll cover everything you need to make it a huge success. Including a sales presentation structure to follow, and a strategy slide template to use. Let’s get started!

• What Is a Sales Strategy?
• What Is a Sales Strategy Presentation?
• How to Create Your Sales Strategy Presentation
• Effective Sales Strategy Presentation Template
• Wrapping Up

A Sales Strategy is a plan which aims to maximise sales whilst coordinating the plan across your whole sales team and aligning it with the corporate strategy.

Research giant Gartner defines Sales Strategy as “an organisation’s detailed plan to drive sales performance, innovation and growth by better penetrating existing markets and growing share of current customer wallet.”

This definition downplays the corporate alignment aspect and focuses on sales performance. However, a Sales Strategy does not merely consist only of delineating your sales approach.

In brief, a well-written Sales Strategy can be said to have three main aims:

• To ensure all reps are working to the same playbook and adopting a uniform approach
• To ensure that sales methods, messaging, and media reinforce corporate priorities
• To maximise sales revenue, within given targets and KPIs

The above list is not ordered in terms of priority—all three aims contribute vitally to your Sales Strategy.

When we’re talking about a presentation, it’s important to distinguish this from the pitch you’ll give to your clients. A Sales Strategy Presentation is where you obtain corporate buy-in for your sales approach, making sure that messaging, pricing, product specs, sales media and other details of your campaigns are clarified and agreed across the board.

In this presentation you’ll describe your target market, competitors, sales techniques , and the composition of your sales team, amongst other information. The aim is to secure support for your strategy, which may include budget approval. It’s important to include enough detail to convey the main information, without overburdening your audience.

Below, we’ll look at how best to go about preparing your presentation, alongside some tips for maximising audience attention and approval. If you can nail this presentation, you’ll be off to a flying start with your strategy, so it’s worth putting the hours in to get it right.

The most important thing to get right is your structure. This should be logical and narrative-driven, leading the audience from big picture to fine detail. It should be compelling and as brief as possible, without short-changing your audience. Remember that you’ll be asked plenty of questions when your presentation is complete!

1. Start with an Overview of Your Company

Begin by outlining the current state of play within the company. If you are an agency selling your strategy to a company, here’s your opportunity to demonstrate a rounded understanding of the company and its priorities, as well as giving a summary of your agency, and what it does.

If you are heading up an in-house sales team, you have the chance to maximise corporate buy-in, and ensure your strategy is fully supported with the necessary resources.

Don’t go into exhaustive detail – offer the sort of brief “executive summary” you find at the front of annual reports. Do use bullet points and figures where these are impressive enough to support your case. Highlight the opportunity your Sales Strategy will address, whether it’s a gap in the market, the chance to cross/up-sell a new product, or some other benefit you’ll bring.

2. Touch on Your Target Market

Here’s where you identify who your ideal customers or clients will be, and really hit home that you understand your customer.

You can use buyer personas , which may include graphics depicting “typical” customers, to help your audience visualise who you’ll be selling to. In terms of aggregate markets, you can include Venn diagrams or other graphic means to delineate core customers and subsidiary consumers.

For instance, if you’re selling an app for video editing, your core customers may be corporate content producers, but your subsidiary audience may be far wider, touching upon anyone who regularly uploads content to YouTube or other social media platforms.

You’ll need to describe how you’ll approach all your significant markets elsewhere in your presentation (see step 5).

3. Discuss the Value of Your Proposition

USP or Value Proposition (VP) is a concise statement of what makes your product stand out in your chosen marketplace. It’s a vital concept for sales reps to grasp because it’s the main reason why a consumer would choose your product over a rival’s. It’s important that all stakeholders buy into the value proposition because it’s a key factor in building brand identity.

For instance, some footwear brands stress comfort as their USP, while others highlight value, durability, style, or exclusivity. Your VP could also be a combination of factors, i.e. going back to the app for video editing example, “we offer the most accessible, best value for money and most fully featured video editing app on the market”.

Key to your VP is describing the “problem” a customer might have and how your product is the perfect solution to that problem. How will your customers uniquely benefit from the product you’ll be selling?

You can use comparisons with rival products, and data taken from market research, showing what consumers want, and how your product addresses those needs. Literal quotes taken from review sites can be helpful, revealing how real customers feel about their purchases.

The main takeaway is that your sales team are enthusiastic about the value they are offering customers, and that they understand how to characterise the benefits and features of the product.

4. Consider Any Competitors

It’s essential at this stage to factor in your competitors. Unless you are first to market or are offering a very niche product, the chances are you have a host of rivals eager to bite off chunks of your customer base. Here you need to emphasise that your sales team have the answers to the question “why us?”

Differentiation is key! What solutions does your product offer that rivals cannot? It’s important not to underestimate the competition and respect the successes that other players in the sector have scored. Much can be learned by studying the achievements of legacy brands, while offering something that builds upon previous offerings.

It can be a good idea to tabulate your top three or five competitors and show how their success provides an opportunity, rather than a threat. Remember that competitors should be understood in the broader context and can help you turn your weaknesses into strengths.

For instance, Netflix hasn’t only got to worry about Amazon Prime TV, Disney Plus and other streaming services. It must compete with cinema, social media and podcasts too. These are all popular draws upon customers’ leisure time.

5. Outline Your Marketing Strategy

Now you can summarise how your product will be marketed. Will conventional advertising be used? Will social media play a significant role? Is this a B2B campaign or will the product appeal to individual customers? Will buyers be targeted at work, or at home?

Perhaps you have partners working on marketing campaigns. If so, introduce them, and their best work to date. Provide examples of finished campaign materials if you have them or works in progress if that’s all you have at this stage. This is a good opportunity to use dramatic visuals or video, rather than text or graphs, which can become boring if overused.

Your marketing strategy should include the following five elements:

• The target audience for the campaign
• The goals or objectives
• How your brand will stand out against competitors
• What content has or will be created
• Any KPIs that have been agreed

You can finish by briefly describing how marketing and sales departments will cooperate and coordinate their efforts.

6. Go Over Your Sales Process

Here you can drill down into the specifics of the sales process. What does your sales funnel look like? Where are you getting your leads and how are you qualifying them? Will cold calling or email drip campaigns be a major part of the process? Will you have a presence at any trade shows or events?

Do you have scripts that you can share to offer an example of a typical sales contact? Provide concrete examples to help your presentation feel solid. If you have incentives planned for your sales team, or KPIs you expect them to achieve, then outline them here too. You can break down your sales activities into:

• Prospecting (including lead sources)
• Lead segmentation and qualification
• Research processes – market research, customer surveys
• The sales pitch – a typical call or contact
• How your team will handle sales objections
• The process for closing .

Once you have outlined what you’ll do to make sales, it’s time to explore who will do what.

7. Review the Current Sales Team Structure And Roles

Begin with an organisational diagram of your sales team, so that your audience will get a clear picture of command structure. Outline the responsibilities of each role, lines of reporting and (if relevant) base salaries.

If you are creating a sub-team for this project, then show the diagram for that sub-team. There’s no need to reinvent the wheel with an organisational chart since everyone understands the traditional flowchart model. Use that, to save valuable time.

Explain any unfamiliar roles or unexpected team members. Perhaps you have an in-house social media researcher, or a CRM specialist . Make sure you highlight and explain anything unexpected. You can also identify roles that are not filled yet, which will help when it comes to steps 10 and 11.

8. Summarise Any Sales Materials Used

If you have leaflets, landing pages, product listings, demonstration videos or anything else that will be key to the sales process, then here is a suitable time to hand out samples or give demonstrations. If you’re offering a free demo version of a piece of software, you can quickly run through its features and how you plan to convert free users to paid subscribers.

Remember that if you provide handouts, your audience will lose eye contact with you while they pore over them, so use this option sparingly. You can always provide supplementary handouts or follow-up emails, after your presentation is over.

9. Talk Through Goals, Sales Metrics and KPIs

All goals and objectives expressed should conform to the SMART principle, being specific, measurable, achievable, relevant , and time-based.

Try to be specific with sales targets, without promising more than you can reasonably deliver!

You can have nested targets—fair, good, and excellent anticipated results—while stressing that you’ll always be aiming for the latter. You can also express goals in terms of short, medium, and long-term. This is especially relevant when you’re launching a brand-new product, or entering a new market, where it would be unrealistic to achieve full market penetration immediately.

It’s very important to obtain buy-in on your goals and targets, so that there’s transparency across the organisation, and you can be held accountable if you fail to deliver. That’s the downside of getting specific with KPIs, but it’s also a great motivator for sales teams. On the plus side, you can also mention any incentive or bonus structure you’ll be offering your sales team for achieving ambitious goals.

10. Explore Training and Development Requirements

If you know you’ll need to train up staff to understand a new product, software system, or working process, then it’s valuable to admit this upfront. Training needs affect the bottom line, as well as your process timeline. You have the opportunity here to demonstrate that you’ve thought through all human resource requirements and researched training opportunities. You may already have Sales Training Providers you’ll partner with (mention them now) or if you’re still looking why not check out our Essential Selling Skills Training or Telesales Training Course.

Spending time on this aspect of your Sales Strategy will also build stakeholder confidence. They’ll know you aren’t throwing your reps in at the deep end. Instead you are preparing them properly for success.

11. Consider Any Budgeting Needs

With resources in mind (IT, human resources, content creation, research costs and other expenses) outline what you expect your operating sales budget to be. There is no point in understating your anticipated costs, since overruns may occur, and senior management will often try to make cost savings. It pays to build in a little wriggle room for negotiation.

Don’t blind or bore your audience with spreadsheets; just give the headline figures. Highlight any areas of expenditure that are loosely estimated, or unclear. Remember to allow for hiring costs for any unfilled sales team roles you described in step 7 (see above), and for staff training.

Remember also to include cash flow, as well as overall expenditure. How much money will you need and at what milestones? Sometimes success can be more expensive than failure; for instance, when it necessitates a sudden recruitment drive to expand your sales team. It’s vital for stakeholders to appreciate key dates when funding must be made available.

12. End With Next Steps And Future Action Plans

If you’ve prepared a simplified GANTT chart, you can show where in the project timeline you currently sit. Explain what your next actions will be, and what the future holds. Here you can build further confidence by demonstrating that you’ve thought everything through.

Remember to build in a little more time than you think you’ll need for more flexible stages like research, training, and lead prospecting. Make sure you highlight any immovable deadlines, like sales events or product launches, and how you’ll ensure you’re prepared for them.

You should also be building excitement and enthusiasm here, so don’t make it too dry. This is a thrilling time—you’re about to hit the go button on a brand-new sales campaign. Get your audience to feel your enthusiasm and you’re halfway to achieving buy-in.

13. Don’t Forget To Use Engaging Visuals Throughout!

The cliché is true – a picture is worth a thousand words. Sometimes a short video or meme can make a more dramatic point than yet another set of bullet points, facts, or figures.

There’s a popular rule of thumb with PowerPoint slides, called the 7 x 7 principle. This states that no single slide should contain more than seven lines of text, and each line should contain no more than seven words. How many presentations have you witnessed that fail to pass that test? Too many, most likely!

Avoid this issue by preferring visual content over words. After all, you are there to deliver the verbal component of the presentation. You can do this so much more effectively with your communication and interpersonal skills. You already know this — you’re a salesperson!

Finally, make sure you leave time for questions (and prepare some answers to likely ones in advance). Thank your audience for their time… and relax!

Now you know how to create your presentation, it’s time to have a go at making it! Here’s a PowerPoint template you can download to kick you off.

The deck includes 13 slides covering all the sections we’ve touched on. Just customise the template by adding your own branding font and colours – and don’t forget to add some of those engaging visuals we’ve spoken about!

Perhaps it’s worth leaving you with a simple thought – you can enjoy this moment! After all, it’s the culmination of a complex sales planning process, and now you get to share your vision with everyone who matters. That opportunity doesn’t come around very often. So, take a moment to congratulate yourself on your hard work, and have fun!

Finally, here are some parting thoughts on presentations, from writers and speakers who’ve been there:

“They may forget what you said, but they will never forget how you made them feel.” –Carl W. Buechner, politician and church leader.

“The first 30 seconds and the last 30 seconds have the most impact in a presentation.” –Patricia Fripp, Sales presentation expert and speech coach.

“You are not being judged, the value of what you are bringing to the audience is being judged.” –Seth Godin, dotcom executive and bestselling author.

Hopefully, this article has reminded you of some principles you already understand and has given you the inspiration to really smash your Sales Strategy Presentation!

If you need any extra sales support for you or your team, please contact us for further information on our Sales Management Training and Account Management Training solutions, also take a look at our popular portfolio of Sales Training Courses .

Happy Selling!

Sean McPheat Managing Director MTD Sales Training

• General Sales Skills

Updated on: 13 June, 2023

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

Updated: June 01, 2022

Published: May 31, 2022

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

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

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

Sales Presentation

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

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

Sales Presentation Methods

1. structure your presentation. .

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

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

2. Use data visualizations. 

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

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

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

3. Rely on spoken words — not text.

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

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

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

Sales Presentation Techniques

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

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

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

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

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

2. Invoke self-discovery.

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

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

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

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

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

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

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

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

4. Insight is your #1 lead story.

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

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

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

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

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

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

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

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

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

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

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

6. Focus on value, not features.

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

7. Flip your presentation.

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

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

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

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

8. Turn your presentation into a conversation.

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

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

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

9. Mind the 9-minute period.

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

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

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

10. Be strategic with social proof. 

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

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

11. Talk price after you establish value.

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

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

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

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

You’re all set.

12. Reference your competitors.

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

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

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

Over To You

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

Don't forget to share this post!

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11 Sales Strategy Examples to Make Your Own

Written by: Zain Zia

A strong sales strategy can help your business win sales, achieve desired goals and generate more revenue.

While a marketing strategy can attract the right leads, you need a strategic sales process to nurture those leads through the funnel and close them successfully.

In this article, you’ll learn what a sales strategy is and how to create one. We’ve also included top sales strategy examples from real-life brands to inspire your own.

Table of Contents

What is a sales strategy, types of sales strategies: inbound vs. outbound, how to create a sales strategy + template, sales strategy template (edit & download), top 11 sales strategy examples you should know, what’s the most effective sales strategy, sales strategy examples faqs.

• A sales strategy is a compilation of a company's sales objectives and the methods and tactics it will employ to achieve those goals.
• Think of it as a roadmap that helps your team set clear targets, define sales strategies, allocate resources efficiently, and measure progress toward sales goals.
• There are two major sales methodologies: inbound and outbound. An inbound sales strategy is when the buyer initiates contact with your sales team. Outbound selling strategies involve salespeople initiating contact with potential customers.
• To develop an effective sales strategy, conduct an audit of your current approach, create an ideal customer profile, create SMART sales goals and KPIs and build a sales stack for your team.
• Develop a sales budget, develop your sales process, understand your sales cycle, communicate and assign tasks and review and improve your sales plan.
• Some of the best sales strategy examples include social selling, creating a FOMO or limited-time offer, becoming a thought leader, sharing case studies and more.
• Visme offers a wide range of templates and tools for creating or improving your sales strategy. Teams of all sizes can create sales plans , sales enablement content , sales collateral , sales reports , sales budgets and much more.

A sales strategy is a cohesive plan that outlines your sales goals and the actions you’ll take to achieve those targets.

It serves as a complete guide for your sales team and provides key information like selling methodologies, sales targets, growth benchmarks, sales processes, product positioning, KPIs, competitive analysis and more.

The purpose of a sales strategy is to align your sales team and assign actionable tasks to each salesperson. Sales strategies also help you track progress against set goals and make reporting easier and more accurate.

There are two sales methodologies in almost every industry and organization; inbound and outbound. You can use one of the two or both of them at the same time.

Let’s take a look at these two sales strategies and how they work:

Inbound Sales Strategy

An inbound sales strategy is when the buyer initiates contact with your sales team.

Companies taking an inbound approach typically create content that educates customers and solves specific problems. Then, they distribute that content where customers can organically find it and incorporate calls-to-action at various points to drive action from the target audience, i.e., getting in touch with sales.

The biggest benefit of using an inbound sales strategy is that you get more high-quality leads into your sales pipeline to begin with. That’s because people getting in touch with your business are those who were actively looking for your solution and your product or service caught their interest.

As a result, you have more chances of converting these high-quality leads into paying customers as they’re already prepped for the sale to some extent.

Outbound Sales Strategy

In contrast, outbound selling strategies involve salespeople initiating contact with potential customers. This includes cold calling, cold emailing and running ads.

The idea behind an outbound strategy is to reach as many people as possible, including those who may not be interested in your solution. The goal is to get your brand more exposure and persuade potential buyers to get in touch or buy your product or service.

The problem with outbound strategies is that they’re usually not as effective as inbound strategies. While you may get more leads into your sales pipeline initially, you may also experience more drop-offs at various points in your funnel.

That said, not all outbound sales strategies are bad. In fact, smart companies use a combination of both strategies to drive as many high-quality leads and sales as possible.

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In this section, we’ll walk you through the steps of creating your own sales strategy. We’ve also included an editable sales strategy template for you to get started on the right foot.

Conduct an Audit of Your Current Sales Standing

A sales audit can help you identify gaps and opportunities in your current strategy. It’s a detailed analysis of the entire process and resources being used to make sales.

Find out if your sales reps are properly following the current sales process and how well it is aligned with the buyer journey. Additionally, identify the main strengths and weaknesses and think of ways to revamp your strategy.

• Are there any missing or unnecessary steps?
• Is there something your competitors are doing and you’re not?

Also, evaluate your key performance indicators.

• How are your KPIs performing against competitors?
• Are you tracking the right KPIs?
• Are there any KPIs missing?

Remember to analyze your lead generation process and the specific number of leads needed to generate the required sales.

Look for trends in closing deals and find out the number of stalled deals. Examine the pipeline for different sales reps and remove leads that are less likely to close deals.

Create an Ideal Customer Profile

Before you can build a powerful sales strategy, you need to know who you’re selling to. That’s why the first step is to identify your target customers and create personas for reference.

This is where an ideal customer profile (ICP) comes in. An ICP defines your most valuable customer and is usually presented as a visual document detailing their characteristics.

Your ideal customer profiles (ICPs) should be as clear and precise as possible. This will help you identify prospects quickly.

Try to answer the following questions when building your ICP:

• Where are your customers located?
• What is their age group, gender, profession and income?
• What do their background and lifestyle look like?
• What are their habits and frustrations?
• What are their favorite brands or apps?

Also, find out the psychographics, company size and buying process of your ideal customer. Use this information to focus your sales strategy on solving the customer’s pain points and highlighting relevant product features and benefits.

Conduct thorough market research to gather this information and collect insights using multiple methods, including interviews, surveys, polls and social listening.

Choose S.M.A.R.T Sales Goals & KPIs

Set realistic and quantifiable milestones for company goals, target revenue, and annual and monthly sales. Also, dig into factors like connection ratio, number of sales, length of sale cycle and closing ratio.

SMART sales goals and KPIs incorporate five important criteria for sales teams to focus on and achieve their goals. Here’s how you can employ them in your sales strategy:

• Specific . Define clear, specific sales goals. Unambiguous goals are not as effective, so avoid being too simple. For instance, “increase revenue or sales” is not enough. You must have a clear revenue target to reach and pinpoint the exact approach you will use.
• Measurable. Make sure your sales goals are easy to track and you have a system in place for measuring progress. For example, if one of your goals is to increase sales calls, decide on how you’re going to calculate that number, such as by keeping track of all the cold calls your salespeople make.
• Achievable . Your goals should not be impossible to achieve. For instance, if you made $500,000 this year, setting a target revenue of $10M would be impractical. Set targets your team is able to reach in a given time.
• Realistic. Your goals should fit in with your entire sales strategy and the current situation. Before you set goals, do consider the context and try to keep realistic objectives. For example, if you’re not currently selling on Instagram, you cannot expect to make a huge number of sales through the platform immediately.
• Time-based. You need to have a well-defined timeline to monitor changes or growth. For instance, you can set a goal to reduce your average deal closing time from 2 weeks to 1 week by 8th December, 2022.

Build a Sales Stack for Your Team

A sales stack is a collection of tools and software that can improve the productivity and efficiency of your sales team by giving them access to key insights and data.

Below are some must-have tools for your sales stack:

• Lead generation, scoring and prospecting tools
• Customer relationship management (CRM) tools
• Analytics, reporting and sales presentation tools
• Team collaboration and communication tools
• Live chat and other customer service tools

Managers can also utilize sales tools to oversee operations and workflows and to keep track of leads. Sales reps can use it to manage their pipeline and set clear goals.

Make a Sales Budget

A sales budget involves estimating your company’s total revenue within a given time period and then using that to set clear sales goals and allocate resources to various tasks.

Setting a sales budget helps your team stay focused and motivated, and it also allows your business to maximize profitability in the long run.

Develop a Clear Sales Process

Create a comprehensive, step-by-step sales process to take potential consumers from the awareness stage to the purchase stage. This will help your sales team stay on track, make fewer mistakes and ensure more conversions at each step of the funnel .

Optimizing your sales process also helps you keep your customers satisfied and allows you to track valuable insights and collect data related to your buyers. Once you figure out a sales process that works for you, your salespeople can replicate the steps to improve performance and the overall health of your sales pipeline .

Communicate & Assign Tasks

Use a tool that ensures your team is always on the same page. You can also use it to communicate in real-time, make calls, or share screens with each other.

A versatile tool will help your sales reps and team members stay organized and updated about new tasks and deadlines.

Whether you’re creating sales enablement content or sales collaterals , Visme's collaborative tool ensures your team members are in sync. You can invite team members to view, comment, or edit. Also, you can tag team members, leave comments (and assign tasks), resolve comments and more.

Adjust Your Sales Plan Along the Way

Think of your sales plan as a living document that should continuously grow to meet your business’s goals, changing customer demands and the ever-evolving competitive landscape.

Keep track of the latest developments in the sales industry, experiment with new and unique sales tactics and observe your competitors' activities. Then, revisit your sales strategy, and adjust and adapt as needed.

Level up your sales plan with the help of this template below. Or visit our comprehensive library to find sales plan templates that suit your needs.

If you’re looking to build a sales plan and present your strategy in front of the management or your sales team, we’ve got your back.

The sales strategy presentation below comes with 15 professionally designed slides to help you put together sales numbers and plans in a visually appealing way.

You can customize each and every aspect of this presentation in Visme’s editor. Use built-in graphics, fonts, animated icons, stock photos and videos , audio clips and more to personalize this sales strategy presentation.

Watch this tutorial to learn how to create an amazing presentation in Visme:

In this section, we’ll look at several inspiring sales strategy examples. You’ll be able to see how top brands are using popular sales techniques in real life.

Sell to Target Niche Markets

Tapping into niche markets helps you address specific needs and attract quality customers. With less competition and lower costs of acquiring and keeping customers, your business is more likely to thrive. Bamboo HR offers an excellent example of this sales strategy. The company focuses on creating engaging experiences at every step of the funnel for its target audience of small to medium-sized businesses.

For instance, they create targeted ads and sponsored content to address the specific needs of their ideal customers. This sales approach has helped the company increase its cost-per-lead efficiency by more than 40%.

Target Pain Points of Your ICPs

At Visme, we understand who our most valuable customers are and what makes them tick. We collected that information using a combination of surveys, interviews and user data. Then, we utilized this valuable insight to go above and beyond in keeping them happy with our products and features.

For example, our templates can be sorted by industry and role to make it easier for our ICPs to find the exact template they need to achieve their goals. Visme’s blog also publishes helpful, insightful content that solves actual problems our ICPs face.

Become a Thought Leader

Sharing high-value content full of original research and quality ideas can help your brand become a thought leader in its niche.

This content, in turn, lets you tap into emerging customer pain points, helping them better understand their needs. As a result, they develop a preference for your brand — when it's time to look for a solution, they turn to you.

Slack, for example, regularly publishes helpful, insightful and authoritative content on remote work, asynchronous communication, collaboration and modern corporate culture. This has successfully positioned Slack as a thought leader and helped it win more business.

They also partner with known brands (e.g., IBM) for webinars and events on trending topics that interest their target audience. Take a look at the example above.

Incorporate Social Selling

Social media is an exceptionally powerful tool for driving sales. Even Instagram evolved from a photo-sharing app to a complete selling platform within a few years.

Brands, especially in the eCommerce space, can benefit largely from social selling . That’s where most of your customers are spending their time, so it makes sense for you to reach them where they’re receptive and comfortable.

B2B and SaaS brands are also using social selling on platforms like LinkedIn and Twitter to build relationships, share thought leadership content, reach out to potential leads, and bring in demos and inbounds.

Salesforce leverages social media platforms such as Twitter, LinkedIn, and Facebook to engage with customers and prospects through B2B-style social selling. Their proactive presence on each platform includes sharing content related to their brand and products, as well as updates about ongoing events and promotions at Salesforce.

Use Storytelling

One of the best ways to engage your audience and gain their trust is through storytelling . These stories inject personality into your brand and make you more relatable to prospective customers at every step of the sales cycle

Shopify regularly publishes interesting case studies and stories about their customers to boost interest and drive the audience to take action.

Offer a Free Trial

If you’re selling a SaaS product, offering a free trial can help convert more leads into customers as it minimizes the risk involved for them. If they like your product, chances are they’ll have no problem purchasing a subscription after the trial period is over.

QuickBooks, for example, offers a 30-day free trial that doesn’t require a credit card for all plans. This easy process makes it more likely for potential consumers to sign up and try the software before deciding to buy.

Use FOMO or Limited Time Deal

A limited-time offer can work extremely well in generating sales. This strategy entices the customer to act urgently so they don’t miss out on an exclusive or “limited-time” offer.

Secret Woods, a handcrafted rings store, uses the FOMO approach with its limited edition collection by writing, "Get a limited edition shell before it’s gone forever."

Tap Into Referral or Affiliate Marketing

Another great strategy is affiliate marketing. Evernote does this by allowing you to earn a commission for every new user who signs up for a paid plan using your referral link.

Rewarding affiliate partners, especially in monetary terms, gives them the incentive to promote your product or services and boost your sales.

At Visme, our partner or affiliate program allows you to earn up to 25% in recurring commissions as long as the customer stays with us.

Offer Discounts & Deals

Discounts and deals are proven sales strategy examples that entice new customers and drive repeat purchases from existing customers. Essentially, customers get special offers and price reductions for certain products or services.

Witchery, a women’s fashion store, offers 10% off the first purchase for new subscribers and enjoys other member-only benefits.

Share Case Studies

Case studies show real-life proof that your product or service works. It highlights the success other clients have had with your product or service. When done right, case studies can help you build credibility and maximize sales conversions.

At Visme, we have an entire page dedicated to sharing how Visme has helped other brands achieve their goals.

Visme also has an extensive library of templates for creating one-page case studies or multi-page case studies . You can use them as marketing materials or sales enablement content to boost your sales strategy.

Utilize your case study as a lead magnet to attract or nurture leads. You can even pair your case studies with Visme Forms to boost conversions.

Upselling & Cross Sell

Retaining current customers is 5x cheaper than acquiring new ones. That’s why cross-selling and upselling are effective sales strategies that can help you boost profits.

Upselling is about convincing customers to purchase a more expensive item.

In this example, Readmag offers an upgrade that packs in a lot of value. Users get a free xyz domain when they upgrade to a paid plan.

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Cross-selling is another effective strategy to boost your sales; it involves recommending complementary products to your buyers.

Here’s how Walmart uses cross-selling to drive more purchases. When a user selects a product from Walmart's online store, the platform suggests a list of related and complementary items that pair well with the original product.

Other Examples of Sales Strategy

Value-based Selling

Value-based selling (VBS) is a sales strategy that focuses on delivering value to the customer rather than simply promoting a product or service. It involves understanding the customer's needs, challenges, and goals and then presenting solutions that address those needs and provide tangible benefits. Ultimately, the customer’s purchase decisions hinge on how much value the product or service provides.

Power-Based Principle

The power-based principle in sales is a strategy that acknowledges that power dynamics play a significant role in sales interactions. It recognizes that each party involved in a sale has varying levels of power and influence and that understanding and managing these power dynamics can lead to more successful outcomes.

In essence, the power-based principle suggests that salespeople should focus on maximizing their power and influence in the sales process while minimizing the power and influence of the customer. By understanding these principles, salespeople can

• Navigate complex sales interactions
• Gain an advantage in negotiations
• Build stronger relationships and
• Ultimately, close more deals

SPIN Selling

SPIN Selling is a consultative selling technique that focuses on understanding the customer's situation and needs and then tailoring the sales pitch accordingly.

The SPIN framework is broken down into four key elements or questions:

• Situation Questions: These questions are designed to gather information about the customer's current situation, such as their goals, challenges, and current processes.
• Problem Questions: Once the salesperson has a good understanding of the customer's situation, they can ask problem questions to help the customer identify potential problems or pain points.
• Implication Questions: After identifying problems, the salesperson can ask implication questions to help the customer understand the consequences of not addressing those problems.
• Need-Payoff Questions: The final step is to ask need-payoff questions that help the customer understand the benefits of addressing the identified problems.

Solution Selling

If you’re looking for sales strategy examples for small businesses, this is a great choice.

Solution selling approach focuses on identifying customers' needs and pain points and providing products and services that address those problems. With this selling strategy, the salesperson highlights the features and benefits of their product or service, demonstrating how it can solve the customer's issues.

Challenger Selling

This sales approach is based on the book The Challenger Sale by Brent Adamson and Matthew Dixon. Challenger selling is a sales strategy that emphasizes educating and customizing the sales process for each customer while also maintaining control over the experience.

The approach is based on the idea that customers don't always know what they need and that salespeople should be able to educate and guide them toward solutions that they may not have considered.

Ideally, a combination of sales strategies should work together to help you achieve business goals.

However, the most effective strategy is having a deep understanding of your target audience. Then, you must optimize every step of the sales funnel and buyer journey accordingly.

An engaging customer experience will result in higher retention and revenue and will help you make more sales in the long run.

Use different tools to interact with your customers and gain unique insights about them. Try to understand their pains, challenges, likes and dislikes. Then, react to these insights and create a sophisticated sales strategy and sales plan for your audience.

Q. What are five sales strategy examples?

The five key sales strategy examples include

• Value-based selling
• Consultative selling
• SPIN selling
• Solution selling
• Challenger selling

Q. What are the four Ps of sales?

The "Four Ps" of marketing, also known as the marketing mix, are commonly used strategies for sales and marketing. While they are more closely associated with marketing, they can also be applied in the context of sales strategies.

These elements are Product, Price, Place, and Promotion.

• Product: Sales professionals need in-depth knowledge about the products or services they are selling.
• Price: Salespeople need to have a good understanding of pricing strategies. They should know the cost of the product, the profit margins, and the pricing models being used (competitive pricing, value-based pricing, etc.).
• Place: Place refers to the distribution channels. For sales, it's important to understand how and where the product is available to customers. This includes knowing the geographical locations where the product is sold, the online platforms (if applicable), and the logistics involved in delivering the product to customers.
• Promotion: Promotion involves all the activities used to make the product or service known to the target audience and persuade them to buy it. Salespeople engage in promotional activities when they communicate with potential customers. This can include personal selling, advertising, sales promotions, and public relations.

Q. What are the 3 sales techniques?

Consultative Selling

Consultative selling is one of the best sales strategies. It is a customer-focused approach where the salesperson acts as a consultant, understanding the customer's needs, challenges, and goals. Instead of simply pitching a product or service, the salesperson engages in meaningful conversations with the customer to identify their pain points

This is one of the most effective sales strategies. This sales approach focuses on providing value to the customer throughout the sales process. Sales representatives act as consultants, helping prospects make informed purchasing decisions by offering tailored solutions to their specific needs.

Relationship Selling

Relationship selling emphasizes building strong, long-term relationships with customers. Sales professionals employing this technique invest time and effort in understanding their clients on a personal level. They focus on communication, trust-building, and providing exceptional customer service.

Q. What are the five steps to determine your target audience?

Here are five steps to help you determine your target audience:

1. Conduct Market Research

Start by conducting thorough market research to gather data about your industry, competitors, and existing customer base. Analyze the demographics, psychographics, behaviors, and preferences of your current customers. This data will provide valuable insights into who is already interested in your products or services.

2. Identify Your Ideal Customer Profile

Create an ideal customer profile (ICP) .

You can achieve this by outlining the characteristics of your ideal customers.

Consider factors such as age, gender, income level, education, job title, industry, geographic location, hobbies, interests, and challenges. Determine what problems your product or service can solve for them.

3. Segment Your Audience

Divide your target market into segments based on similarities in demographics, behaviors, or needs. For example, you might have different segments for young professionals, parents, or small business owners. Each segment may have distinct preferences and requirements, allowing you to tailor your marketing strategies more effectively.

4. Conduct Surveys and Interviews

Engage with your existing customers and potential leads through surveys, interviews, or focus groups. Ask them about their needs, preferences, and pain points related to your industry or niche. Direct feedback from your audience can provide valuable qualitative insights that quantitative data might miss.

5. Analyze and Refine

Analyze the collected data and refine your target audience definition based on the insights gained. Look for patterns, commonalities, and trends among your audience segments. Be willing to adjust your target audience definition if new information emerges. Regularly revisit your target audience analysis as your business evolves and market dynamics change.

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Create documents , presentations , graphics and other print and digital media for sales enablement, marketing, HR and other purposes. Use features like collaboration, live sharing, presenting and more to bring your team together while creating amazing sales content.

Find out how Visme can help sales teams succeed . Or, look through these specific sales templates to find resources to help your team sell better.

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How To Crush Your Next Sales Strategy Presentation

Table of contents.

For sales teams, creating and presenting your strategy can be crucial for meeting your sales goals and your overall sales performance. Not only can a great sales strategy presentation help you narrow down your target customers and reach new customers, but it can also provide beneficial information for other stakeholders and departments at your company.

As you prepare to deliver a compelling sales strategy presentation that will effectively persuade your audience, and ultimately, help you to close deals and achieve your sales targets, here is some information to consider.

What Is A Sales Strategy Presentation?

A sales strategy presentation is a comprehensive set of slides that outline an organization’s sales goals, target market, sales processes, strategies, and performance measurement. Creating a strong sales presentation helps the sales team convey their strategies to the executive team, investors, or customers.

Additionally, a sales strategy presentation template can also be used to present data on the customer experience or customer journey, different sales channels, revenue goals, and customer segments.

In a nutshell, a sales strategy presentation acts as an anchor for the team by keeping them focused on the company’s goals, sales targets, and process.

What Makes An Effective Sales Strategy Presentation?

An effective sales strategy presentation is one that delivers a clear message to the audience and compels them to take action. To make your sales strategy presentation effective, consider the following factors.

Defining Clear Target Markets

The first step towards making a sales strategy presentation effective is to define your target audience. For any business, you need to have a target customer in mind as you create a strategy. Doing so can help you focus your marketing plans, sales strategy, and value proposition.

Defining your target market strategy can be accomplished by analyzing your existing customers, as well as tracking your market trends, demographics, and behavior. It is also important to segment your audience for your sales force to create a personalized approach in your sales plan to meet each section’s needs. You can structure your segments by demographics like age, location, interest, lifestyle, and more.

In this example below for FlexFleet Rental, we focused on customer highlights, reviews, and information that can be used by a sales rep to make the sale.

Identifying The Key Goals

After defining the target markets, the next step is to identify the key aims of your sales strategy presentation. Again, as with any strategy or plan, clear goals are crucial to lead your team to success.

Goals should be simple, measurable, achievable, measurable, and timely. In a sales strategy presentation, your goals can focus on increasing customer lead generation, improving the product mix, developing new sales strategies, exploring new markets, understanding the sales cycle, and reaching new prospects.

These aims should be aligned with the overall objectives of your organization and should be clear and concise. The sales teams should work with the marketing team to ensure your sales plan can be executed efficiently. It is important to identify aims related to sales volumes, revenues, and profit margins.

A Mapped Out Sales Process/Strategy

Hunting for buried treasure isn’t very easy without a map. The same goes for accomplishing your goals in your sales plan.

Mapping out a sales process or sales strategy in your sales plan is crucial for effective project and campaign management. This process should be identified and defined to ensure that your team can optimize their time and resources in order to complete the sales plan accordingly. The mapping process must be aligned with the marketing and product plans to ensure that there is no conflict between them.

Ensure that your sales and marketing components are used effectively both online and in person, whether it be customer service, email marketing promotions, or online advertisements.

Having Accurate Forecasting vs The Annual Sales Budget

A clear understanding of what can be realistically achieved, based on the annual sales budget, is important for an effective sales strategy presentation. It is important to be realistic with forecasting to avoid setting unrealistic goals that are difficult to achieve.

Metrics and customer data can be used in your sales plan to forecast changes and trends. While great strategy often involves creative thinking, using data and quantitative information in your strategy is also crucial if you want to sell effectively.

How Performance Is Going To Be Measured

Measuring performance is key to determining the success of any sales team or sales strategy presentation. This should be done over time and involve tracking various metrics, including lead generation, conversion rates, cost of goods sold, perceived value, online or in stores sales, website traffic, and revenue generation rates. This data needs to be monitored and the team needs to pivot to new sales strategies, as necessary.

A sales strategy presentation for ING Financial shows different metrics that can be used to reach targets and goals within their sales plan. Companies can benefit from using metrics and data to develop new sales tactics, create sales campaigns, and expect trends in the market.

What Impact Can A Sales Strategy Presentation Have On Your Sales Team

An effective sales strategy presentation can have a significant impact on your sales team’s performance. A sales strategy presentation will not only provide clear objectives and targets for current and new salespeople at your business, but it can help to motivate your team by providing a clear vision of how they can achieve success. Additionally, a creative sales presentation can engage your audience and lead to a boost in motivation.

A clear sales strategy will help your team stay aligned and focused on their overall goals in the sales plan.

Understand That A Sales Strategy Presentation In The Starting Point

It is important to understand that a sales strategy presentation should be seen as a starting point, not a finished project. As a sales kick off meeting can kickstart the year, a strategic presentation is a starting line for your plan. Remember that as sales priorities shift and evolve, the sales strategy presentation should be regularly updated to reflect this.

Sales Strategy Presentation Template: Final Thoughts

In conclusion, an effective sales strategy presentation is a critical tool in the hands of the sales team that helps them communicate their objectives and strategies effectively. It helps create a shared understanding of the company’s sales goals, target audiences, sales processes, strategies, and performance measurement.

By focusing on the key factors discussed above, you will be able to deliver a compelling sales strategy presentation and sales strategy plan that will help you hit your targets and get your company on the fast track to success.

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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 the best sales presentation ever, 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, even the best sales presentation ever requires 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.

Recommended reading

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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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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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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Sales Strategy Powerpoint Presentation Slides

Introducing Sales Strategy PowerPoint Presentation Slides which is helpful in making effective sales presentations. With the help of this strategic sales plan PPT templates, you can improve your sales performance. There are some factors included in customer conversion strategy PowerPoint presentation slides such as identifying your customer needs, direct marketing, follow up with the consumers, describing your product, ask for their reviews, etc. You can use reports, charts, and sheets given in the sales mission statement PPT deck to present data in a visual manner. The customer acquisition PPT slideshow helps to build a customer relationship management plan in order to acquire new customers. The sales business plan PPT slides are helpful in presenting topics like setting sales targets, sales forecasting, demand management, and execution of a sales plan, etc. Therefore, download this ready-to-use sales tactics PowerPoint presentation deck and accomplish your objectives.

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Presenting this set of slides with name - Sales Strategy Powerpoint Presentation Slides.  This deck comprises of a total of twenty-six slides. It has PPT templates with creative visuals and well-researched content. Not just this, our PowerPoint professionals have crafted this deck with appropriate diagrams, layouts, icons, graphs, charts and more. This content ready presentation deck is fully editable. Just click the DOWNLOAD button below. Change the color, text and font size. It is easily available in both standard and widescreen. Can be converted into various formats like PDF, JPG, and PNG. You can also modify the content as per your need. Get access to this well crafted complete deck presentation and leave your audience stunned.

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Content of this Powerpoint Presentation

Whether you make cutting-edge software or the best cupcakes in town, you need a streamlined plan for  selling it. As great as software and cupcakes are, contrary to popular belief, products don’t sell by themselves —that’s up to your sales strategy. If you have a great product you’re passionate about, you still have to put yourself out there and get customers. A sales strategy is your game plan to beat the competition and grow your bottom line. But what is a sales strategy, and how do you create one?

A sales strategy is a business’s sales and new-customer growth plan that includes the objectives and activities that help the team close more deals. A good business strategy connects the team to the company’s mission and the products and services, and more leads and more sales grow as well.

But a sales strategy’s success is only as good as the planning and investment  that goes into it.

Learn how to build an actionable sales plan here.

At its core, a sales strategy is about the what, who, and how of selling. What do you want to sell to who, and how will you close the deal? You are required to know your market, sales trends, and show your customers what you can offer . The process is made easier with a sales strategy, and you will succeed in selling your products.

There are many steps that go into creating a sales plan. Get the steps and hands-on execution stages here.

We’ve got a winning strategy ready for you, download the Sales Strategy PPT Template below. The 100% customizable nature of the template provides you with the desired flexibility to edit your presentations and strategize your sales plan. The content-ready slides give you a structure to get started.

Template 1: Marketing Channels PPT Template

Marketing channels are processes with which businesses distribute and market their goods or services. Multi-channels increase the reach, make consumers more available, and reduce the risks of putting all eggs in one basket. Print advertising, internet media, email, referrals, trade fairs, telemarketing, and so on are all feasible avenues. This slide allows you to create a chart that shows the acquisition % for each of the channels. The design includes symbols that represent channels to help make your presentation more engaging. Classify the channels as high performers and non-scalable choices. You can arrange your marketing budget distribution for the coming term based on the results of the data analysis.

Template 2: Campaign Options PPT Template

Campaigns are a must for companies wanting  to promote products, services, or messages, increasing brand visibility, driving sales, and fostering customer engagement. Amongst options like telemarketing, online advertising, trade fairs, canvassing, and direct emailing you can pick the ones suitable to your organization. You can elaborate on the campaign option in the text placeholder provided under each of them.

Template 3: Campaign for Customer Acquisition PPT Template

Deploy online as well as offline campaigns to increase brand awareness, acquire a larger customer base and drive sales. You can reach your target audience through online channels like social media platforms, SEO, blogs, emails, PPC, and affiliates. For offline engagement, you can organize awareness events, print ads, or radio advertisements. Present  campaigning channels to employees to brainstorm and make marketing plans for the upcoming months.

Template 4: Sales Campaign Budget PPT Template

A budget for a sales campaign is essential for assigning resources, tracking return on investment, and making sure money is allocated strategically for optimum effect. Assign cash to things like in-person events, digital media advertisements, poster and booklet production, etc. with this PowerPoint template. To create budgeting plans, you may compute the ROI and keep a weekly, monthly, or annual record of the budget allocation. Using the PPT Template, you may distribute cash among a maximum of five marketing channels.

Template 5: Marketing Roadmap PPT Template

Create a six-month marketing strategy with this PowerPoint template. It is possible to plan content, e-marketing, social media and organic search. Plan and schedule tasks related to traffic generation, customer acquisition, lead nurturing and productivity with color-coded bars. Track progress, make sure strategy is being followed, and show your marketing plan to your employees with this PowerPoint template.

Template 6: Roadmap for Marketing PPT Template

Make quarterly marketing plans using this PPT Template. Delegate time to activities related to expanding advertising, sponsorship events, reaching international audiences, maximizing strategic partnerships, and updating websites. As per the response of each of these activities, you can make and plan marketing strategies for the new quarter.  Highlight a tentative time frame for each task with the provided blue and green bars.

Template 7: Marketing Growth Strategy PPT Template

In order to ensure new clients and retain existing ones, your organization must stay competitive in the market. This PPTemplate allows your organization to do this. The text placeholder for each step includes activities and tasks. Use sales and marketing campaigns such as loyalty programmes, SEM, SEO, SMM, and referral discounts to attract new clients. Keeping current clients satisfied is also important; you may accomplish this by providing amenities such as community message boards and exclusive client representatives. The organization may also remain competitive in the market by scheduling meetings to discuss new product development and upgrades and ensuring they satisfy consumer requirements.

Template 8: Sales Promotion Calendar PPT Template

The monthly calendar layout that allows you to plug in important dates, holidays, and observances that could influence your sales strategy. Use this slide to identify  upcoming sales opportunities by highlighting national holidays, minor holidays, and fun observances that you can use to create targeted promotions. Plan your marketing campaigns by scheduling them around the holidays and observances that are most relevant to your target audience. Track your sales performance by adding sales figures and recording promotions that you ran throughout the month in the calendar layout.

Template 9: Word of Mouth Promotion PPT Template

Word of Mouth Promotion ensures organic advocacy of your product/service. This kind of  marketing increases credibility, reach, and cost-effectiveness but lack of control and holds potential for misinformation. The PPT Slide allows you to record the percentage of positive, neutral, and negative feedback. Through this information you can get a general idea of your brand's perceptions in the market. The clients with positive feedback will convert into promoters of your brands, and advocate  your product/services. Whereas customers with a negative experience will detract potential customers. The neutral opinions help with raising brand awareness.

Template 10: Sales Performance Dashboard PPT Template

Charts and graphs that analyse sales performance over time, spot patterns, and gauge the effectiveness of marketing initiatives are all included in the template. Using the template, you may monitor product sales over a certain time frame. You are able to observe which things are selling well and poorly. You can observe the effects of your marketing on sales and conversions. You get access to data on the quantity of individuals accessing your product pages, the percentage of visitors who become customers, and the total amount of money you make from each marketing channel. Using the template, you may track patterns in your sales information over time. You may use this to determine where your sales plan needs to be modified or improved.

Shoot up your sales

An effective sales strategy will ensure everyone on the team is familiar with revenue goals, approved strategies and processes, sales messaging, and what success in their role looks like.

Give your sales team a competitive edge by equipping them with our comprehensive Sales Strategy PPT Template plan that enables them to sell successfully.

PS Just having a sales strategy is not enough. Over time, you also have to ensure that the performance of the sales strategy is evaluated. Click here to get this template on sales strategy evaluation balanced scorecard.

Sales Strategy Powerpoint Presentation Slides with all 26 slides:

Use our Sales Strategy Powerpoint Presentation Slides to effectively help you save your valuable time. They are readymade to fit into any presentation structure.

The marketing channels used by the company in the previous year included Emails, Referrals, Trade Fairs, Telemarketing, Online Media, and Print Ads, as shown in slide 3.

The current year campaign options available to the company include Print Ads, Telemarketing, Canvassing, Trade Fairs, Referrals, Online Advertising, and Direct Mail, as presented in slide 4.

The Sales Campaign Budget of the company is presented in a table format in slide 6.

The Marketing Roadmap of the company covers categories such as Social Media, Paid/Organic Search, Content, and Email Marketing, as shown in slide 7 and slide 8.

The Sales Performance Dashboard of the company is presented in slide 13 with graphs and tables to show related information, such as sales trends and performance metrics.

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January 16, 2022

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December 27, 2021

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How to Conduct an Effective Sales Strategy Presentation

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

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

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

What Is a Sales Strategy Presentation?

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

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

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

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

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

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

Start With Goals and KPIs

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

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

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

Outline Your Market Strategy

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

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

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

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

Describe Training & Development Efforts

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

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

Discuss Budgetary Needs

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

An Effective Sales Strategy Presentation is Only the Beginning

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

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

Written and edited by human brains and human hands.

Anthony Iannarino is an American writer. He has published daily at thesalesblog.com for more than 14 years, amassing over 5,300 articles and making this platform a destination for salespeople and sales leaders. Anthony is also the author of four best-selling books documenting modern sales methodologies and a fifth book for sales leaders seeking revenue growth. His latest book for an even wider audience is titled, The Negativity Fast: Proven Techniques to Increase Positivity, Reduce Fear, and Boost Success.

Anthony speaks to sales organizations worldwide, delivering cutting-edge sales strategies and tactics that work in this ever-evolving B2B landscape. He also provides workshops and seminars. You can reach Anthony at thesalesblog.com or email [email protected] .

Connect with Anthony on LinkedIn, X or Youtube. You can email Anthony at [email protected]

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7 Presentation Templates For Sales Managers and Teams

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

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

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

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

Sales strategy

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

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

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

Key account management

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

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

Sales go to market

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

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

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

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

Sales proposal

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

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

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

Sales projection

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

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

Team stand-up

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

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

Jordan Turner

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

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How do you juggle multiple high-priority tasks across an entire sales lifecycle? A well-balanced strategy. Plan, analyze, market, and drive your sales team with this Sales Strategy deck. Segment your target customers and organize your sales team to maximize returns. And don't forget to use sales control tools to assess performance and improve progress.

Questions and answers

What case studies demonstrate the effectiveness of this sales strategy?

Specific case studies are not mentioned in the content provided. However, many companies have seen success with a well-balanced sales strategy. For instance, companies like Salesforce and HubSpot have effectively used sales strategies that involve planning, analyzing, marketing, and driving their sales teams. They segment their target customers and organize their sales teams to maximize returns. They also use sales control tools to assess performance and improve progress.

Can you compare this sales strategy with other sales strategies?

This sales strategy focuses on planning, analyzing, marketing, and driving the sales team. It emphasizes segmenting target customers and organizing the sales team to maximize returns. It also encourages the use of sales control tools to assess performance and improve progress. Compared to other strategies, this one is comprehensive and holistic, covering all aspects of the sales lifecycle. However, other strategies might focus more on specific aspects, such as customer relationship management, aggressive marketing, or price competition.

Slide highlights

A sales mind map defines the process of how you will find, acquire, and retain then transform customers into repeat sales who refer others. (Slide 2)

Use a SWOT Analysis to determine the strengths, weaknesses, opportunities, and threats that could benefit or impede your sales strategy. (Slide 14)

Use a customer survey to conduct post-sales surveys or questionnaires and keep up your customer relationship management. (Slide 26)

With a strategic action plan that works for your organizational circumstances, you can prospect, qualify, and close more sales across a wide variety of channels.

Develop a solid sales concept with a well-rounded marketing mix. Manage time more efficiently and juggle multiple priorities. Improve a weak sales pipeline and identify your ideal customers, classified by order of greatest opportunity, to maximize your efforts.

Application

Sales mind-map.

A sales strategy begins with a sales mind-map. This is where you define and map out the process behind your sales strategy. To have a healthy funnel of customers, you must find, acquire, then retain them.

To find customers, research the market first. This consists of an evaluation of your product's position in the marketplace and a competitive audit of other prominent players in the current landscape.

To actually acquire customers, begin with the marketing process. Craft a brand message and determine your target audience.

After the marketing kickoff, create your sales plan and budget, and your sales control strategy.

Next comes customer data management and analysis of improvement areas. This analysis is to improve in areas where you lost sales or couldn't gain customers so you can conduct follow-ups to warm up cold leads with new tactics. You can also welcome back recurring customers to repurchase or refer you to new customers. (Slide 2)

What are some common challenges in implementing a sales strategy and how can they be overcome?

Some common challenges in implementing a sales strategy include identifying the right target market, managing customer data, and analyzing areas for improvement. These challenges can be overcome by segmenting your target customers, effectively managing and analyzing customer data, and conducting follow-ups to warm up cold leads with new tactics. Additionally, welcoming back recurring customers to repurchase or refer you to new customers can also help overcome these challenges.

How can a sales strategy help in managing multiple high-priority tasks?

A sales strategy can help manage multiple high-priority tasks by providing a structured approach to sales activities. It allows for the prioritization of tasks based on their impact on sales goals. A well-planned strategy can help in segmenting target customers, organizing sales teams, and managing customer data. It can also aid in identifying areas of improvement, conducting follow-ups, and re-engaging with recurring customers. This systematic approach ensures that all tasks are addressed effectively and efficiently.

Sales strategy sub-areas

First, create a sales plan. This should cover price management (how will the product be priced?) and quantity management (how much of the product needs to be purchased from suppliers?). You will also need to determine how to distribute company resources to carry out these sales. What's the sales team's budget, how many team members are there, etc.?

Next, determine how the effectiveness of your strategy will be measured. You can set sales goals, create a reporting process, or assign KPIs as part of sales control.

Sales channels are another indispensable part of your strategy. For instance, will you sell through a single channel or multiple channels? Will this be a pop-up shop or an online store only? Will you have a storefront or will your products be stocked by large retailers?

The organization component signifies how sales-related tasks are distributed across the company. What does the marketing team do? What about the management team? What about HR? Or the current sales team? For managers, who do they oversee?

The process component is about how customers are acquired. Begin with lead acquisition strategies, develop sales team workflow processes, and then establish prospective, current, and recurring customer management protocols — which includes aftercare for after the transaction has been completed. (Slide 3)

Sales concept development

The sales concept development process is useful to create an action plan for your sales and marketing will be conducted. Begin with a market strategy that assesses how much potential your product has, compares them to your competition, and defines your market position and strategy. Break this strategy up and apply it to target customer segments. Then combine your mix of products, communications, and sales strategies to formulate an action plan.

How can a sales strategy align with a company's overall business strategy?

A sales strategy can align with a company's overall business strategy by ensuring that it supports the company's goals and objectives. This can be achieved by understanding the company's mission, vision, and strategic objectives, and then developing a sales strategy that helps to achieve these. The sales strategy should also be flexible enough to adapt to changes in the business environment or company direction. It should include target customer segments, sales channels, pricing strategies, and sales team organization, among other things.

What is the importance of segmenting target customers in sales strategy?

Segmenting target customers in a sales strategy is crucial for several reasons. Firstly, it allows businesses to identify and understand the needs and wants of specific groups within their target market. This understanding enables the creation of tailored marketing and sales strategies that resonate with each segment, leading to increased customer engagement and sales. Secondly, segmentation helps in resource allocation. Businesses can identify profitable segments and allocate resources accordingly, ensuring maximum return on investment. Lastly, segmentation can help in competitive positioning. By understanding who the competitors are in each segment, businesses can develop strategies to differentiate their offerings and gain a competitive edge.

Let's say your company sells premium quality computers, laptops, tablets, and smartphones. This product mix creates high potential as they form an ecosystem of products that complement one other.

For your sales concept development, conduct a competitive audit of your market landscape. There are other brands that are older and offer a wider range of personal electronic gadgets than you. But your differentiation lies in a covetable brand image that is accessible for the average consumer. In this case, the target groups may include anyone from college students to middle-aged customers. To reach them, you advertise everywhere from online to billboards. (Slide 4)

Marketing mix

Your Marketing Mix is made of components that need to be considered for a successful campaign. The Six P's of this mix are product, price, promotion, process, place, and people.

In our example, the product is your slate of high-tech devices, from computers to tablets to smartphones. Let's say the smartphone product is your main sales focus right now. Its main feature is the ability to install any third-party apps that can improve a user's lifestyle. You could even argue that even though it is a phone, its app-supported features are so dominant that the ability to make phone calls has been downgraded as side usage. Additionally, the smartphone is beautifully designed and adopts user-friendly interfaces. Plus the branding and packaging are sleek and desirable, which are all advantages to be capitalized on.

Can you name a company that could benefit from a mini-store partnership and explain how?

A company like Apple could greatly benefit from a mini-store partnership. By partnering with a retailer like Best Buy, Apple could set up a mini-store within the larger store, providing a premium shopping experience dedicated to Apple products. This would not only increase visibility and accessibility of Apple products but also allow potential customers to experience the products firsthand, potentially driving up sales.

How can companies implement promotions as part of their Sales Strategy?

Companies can implement promotions as part of their sales strategy in several ways. Firstly, they can use advertisements, sponsorships, or partnerships to increase awareness and sales. This could be in the form of billboard ads, TV spots, social media posts, or sponsored placements. For instance, a company could launch a mini-store partnership with a top retailer to set up a premium shopping experience with the sales floor exclusively dedicated to their suite of products. Secondly, since a brand name can become akin to a lifestyle, customer referrals can also be a powerful promotional tool.

Your price point is on the high end and only offers discounts on older devices when a new model comes out.

Promotions are any advertisements, sponsorships or partnerships used to funnel in awareness and sales. These could be billboard ads, TV spots, social media posts, or sponsored placements. In our example, you could even launch a "mini-store" partnership with a top retailer to set up a premium shopping experience with the sales floor exclusively dedicated to your suite of products. However, since your brand name has become akin to a lifestyle, customer referrals are your bread and butter.

Process is the structure by which customers learn about, interact with, and ultimately purchase the product. It's essentially how you engineer your customer journey. Let's say there's enough popularity and hype built up around your company that you can hold public keynotes whenever a new model comes out. This becomes the launch point of the customer journey where they learn about the new offers, ask questions, begin to preorder, etc.

Place is where the product can be purchased. This might be big retailers and distributors, your website, mobile shopping apps, or even your own brick-and-mortar.

People are the team that drives the sales process and customer lifecycle. For our example, you may have a great sales team at retail locations and your customer service is top-notch, which drives frequent customer referrals. (Slide 13)

You can use another tool in this deck to determine team roles across your organization's pre-sales vs post-sales strategy with an org chart visualization. (Slide 16)

Target group analysis

A target group analysis defines who the target audience is and how best to approach and sell to them. Segment this analysis by four target profiles: behavioral, psychographic, demographic, and geographic.

For our example, let's say you want to segment your target customer by their behavioral profile. You have your brand loyalists and your late-stage adopters. Your brand loyalists pre-order every latest version of every new device, attend your keynote events, and convince five of their friends to as well. Your late-stage adopters are still very loyal, but they are usually a few generations behind, often buy second-hand, and tend to find ways to protect and keep their devices longer. While you don't always win them over with the latest chips, tech, and features, you can sell them more accessories to improve their older devices, like power chords, newer headphones, and new cases that extend battery life.

How does segmenting customers by psychographic profile improve sales performance?

Segmenting customers by psychographic profile can significantly improve sales performance. This approach allows businesses to understand their customers on a deeper level, including their lifestyle, personality, values, and interests. By understanding these aspects, businesses can tailor their products, services, and marketing strategies to meet the specific needs and preferences of different customer groups. This can lead to increased customer satisfaction, loyalty, and ultimately, sales.

Name a company that could benefit from the Sales Strategy and explain how.

Apple Inc. could greatly benefit from the Sales Strategy. By segmenting their customers based on psychographic profiles, they can better understand their target customers' lifestyle, personality, values, and interests. For instance, if their target customers are urban professionals who value stability, fluidity, and ease of use, and have an interest in the latest gadgets, Apple can tailor their marketing and sales strategies to cater to these specific needs and interests. This could potentially increase their sales and customer satisfaction.

You can also segment your target customer by demographic. You have both male and female customers, and they can range anywhere in age from 16 to 60. They typically come from North America, Europe, or the Asian Pacific. Their occupation is often in the tech industry, arts, or knowledge economy with a middle to upper-middle class income.

To segment by psychographic profile, break down your customers by lifestyle, personality, values and interest. For instance, let's say your target customers follow the lifestyle of an urban professional. Their personality is curious with a love for new innovations and the latest gadgets. They value stability, fluidity and ease of use, and they have an interest in everything from arts and entertainment to tech. However, their unifying interest is to accomplish daily tasks easier.

You can also sort by geographic region, country, population and climate. This is helpful when you want to assess the interests and behavior of international customers segments. (Slide 15)

Customer life cycle

Now it's time to plot out the customer life cycle. This process goes through four stages: engage, transact, fulfill, and service. In the engage stage, identify new customers, evaluate their likelihood to buy, then begin the sales process. In the transaction stage, the sales team creates offers that the customer then accepts. In the fulfill stage, the product or service is provided or delivered. And in the service stage, customers receive follow-ups across various channels. (Slide 18)

Customer behavior types

To make the sales process easier, it's helpful to break your prospects down into the four main customer behavior types.

The programmed buyers buy as a routine purchase and receive below average service. These are the most low-maintenance customers.

Relationship buyers value the experience when they work with you, and expect you to understand the business your products or service supports like the back of your hand. The higher quality the relationship, the higher level of trust and loyalty they have.

Transaction buyers are competitive shoppers and heavily price-conscious. They want to find the best bargain and are well-versed in the product specs as they consider themselves experts due to all of their research.

Bargain hunters look for discounts and coupons just to receive a good deal even if they didn't need to buy anything to begin with. In your case, these buyers may often buy second-hand or could be swayed by discounts on a previous year's models. (Slide 20-24)

Customer classification matrix

You can use a customer classification matrix to determine the characteristics, value, and opportunities and threats from your various customer types.

For instance, Customer A is your most profitable customer. They bring in high revenue and high-profit margin. Even though their purchase quantity is low, they hold a lot of leverage power so you need to service them.

Customer B, on the other hand, has an average revenue and return, they are still profitable and even have the potential to become a Customer A type over time.

Customer C provides low sales and large purchase quantities, but they don't yield as much profit and require a high processing effort. They represent tiny transactions that are necessary to your business, but don't contribute much value. This is typically where most products or customers live, so your aim should be to automate their transactions as much as possible to reduce overhead and prevent a drain on your overall resources. (Slide 24)

The customer classification matrix can also be visualized as an ABC analysis. The y-axis represents the percentage of cumulative value that a customer type represents while the x-axis represents the proportion of customers in that segment. (Slide 27)

Portfolio analysis

A portfolio analysis helps compare your sales strategy to your competition. The dark blue checkmarks represent your company, while the lighter, grayed-out checkmarks represent your competition. You can rank each feature from very poor to very good to determine areas where your sales process can improve the most. (Slide 28)

How can a sales strategy align with the digital transformation initiatives of a company?

A sales strategy can align with a company's digital transformation initiatives in several ways. Firstly, by integrating digital tools and platforms into the sales process, such as CRM systems, data analytics, and digital marketing tools. These can help streamline sales operations, improve customer targeting, and enhance communication. Secondly, by training the sales team to adapt to digital changes and leverage these tools effectively. Lastly, by aligning sales goals with digital transformation objectives, such as improving online sales or enhancing customer engagement through digital channels.

What is the role of online ad spend in a multi-channel sales strategy?

Online ad spend plays a crucial role in a multi-channel sales strategy. It helps in reaching out to a wider audience, increasing brand visibility, and driving online sales. In a multi-channel sales strategy, each channel, including online, has its own unique role and contributes to the overall sales performance. Online ad spend specifically can help attract potential customers who prefer online shopping, thereby increasing the overall sales. However, it's important to track and analyze the ROI of online ad spend to ensure it's contributing effectively to the overall sales strategy.

Sales performance

A sales performance summary can be used for cost calculation. Use this summary to calculate the costs (and time translated into cost) associated with key tasks and activities of a sales rep.

In the case of a multi-channel sales team, each channel could require its own sales performance summary. For instance, your sales floor staff wouldn't take into account online ad spend that results in an online purchase — only the activities they conduct on the sales floor, and vice-versa for the online ads team. However, a thorough sales performance summary of all activities conducted across departments can help management and execs see which tasks and activities have the highest ROI. (Slide 30)

Sales control

Finally, the key figures in sales control bar chart compares revenue, number of offers, number of orders, and success rate. This is a tool managers can use to share with key stakeholders to measure the KPIs you determined at the top of your plan to assess if the sales strategy is a success. It's editable and will open into an excel sheet for you to enter the relative data when you right-click on it. (Slide 31)

For more presentations to improve your sales strategy and process, take a look at our Sales Pitch Deck , Sales Funnel , and Sales Review deck.

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Sales Strategy Presentation Templates

Hello sales executives use our fantastic free sales strategy powerpoint templates and google slides themes pack if you need to make a professional presentation. these templates will define your sales tactics and successfully communicate them to internal and external businesses. try it now.

Free Sales Strategy PowerPoint Templates and Google Slides Themes for Winning Presentations!

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We're here to help you, what is sales strategy.

A Sales Strategy is a set of action, plan, decision, and objective that helps showcase the sales team's performance in an organization. It is the best tool to support sales reps with perfect goals and objectives.

What are Sales Strategy PowerPoint Templates?

Sales Strategy PowerPoint templates are the best presentation tool designed with an attractive sales theme. These templates help depict clear sales process objectives with eye-grabbing visuals and designs.

How can I make a Sales Strategy PowerPoint Template for a presentation?

A presentation template is easier to construct for PowerPoint designers. If you're a beginner, you could find creating a new slide for your presentation challenging. So pick the best pre-designed templates. If you need design inspiration, visit our PowerPoint tips & tricks page.

Who can use Sales Strategy PowerPoint Templates?

These Sales Strategy PowerPoint templates are the perfect choice for sales managers, reps, sales executives, and project managers. It is the perfect tool for sales presentations.

Where can I find free PPT Templates?

You may have come across numerous free PowerPoint supplier websites, but the design did not satisfy you. As a result, it's always safer to rely on a reputable source like Slide Egg.

35+ Best Sales PowerPoint Templates (Sales PPT Pitches)

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

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

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

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

How Does Unlimited PowerPoint Templates Sound?

Download thousands of PowerPoint templates, and many other design elements, with an Envato membership. It starts at $16 per month, and gives you unlimited access to a growing library of over 19+ million presentation templates, fonts, photos, graphics, and more.

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Explore PowerPoint Templates

SalesUp – Sales & Marketing PowerPoint Template

SalesUp is a dynamic PowerPoint template designed for effective sales and marketing presentations. With 15 unique slides, a light background, and a widescreen format, this template also includes a handmade infographic feature that can be fully customized for any business. It’s ideal for making your business propositions more impactful.

Sales Growth – Marketing PowerPoint Template

This PowerPoint template is perfect for showcasing your sales and business development journey. It features 15 unique slides, a light background, and captivating handmade infographics, all housed within a widescreen format. The template is fully customizable, allowing a personalized touch to your presentations.

Sales Deck Presentation PowerPoint Template

A versatile PowerPoint template designed to enhance your sales and business presentations. It boasts features like a 16:9 widescreen size, unique slide variations, editable charts and elements, a preset color scheme, and more. This easy-to-use template equips you with infographics for each stage of business development, aiming to boost user satisfaction and improve your brand’s presence.

Modern Sales Strategy PowerPoint Template

This PowerPoint template is a highly customizable slideshow for creating impactful presentations. Featuring a yellow and purple design, the template includes 20 unique slide layouts with easily editable graphics, infographics, and placeholders for pictures. Ideal for a range of business purposes like sales strategies or company profiles.

Dark Sales Strategy PowerPoint Template

A stylish PowerPoint template aimed at enhancing your sales presentations. Featuring a widescreen format, unique slides, editable charts, and elements, it is user-friendly and adaptable to your brand’s needs. From kick-starting a project to improving goal propositions, this template is designed to give your talks an edge.

Sales Plan PowerPoint Template

An expertly crafted PowerPoint template designed to communicate sales strategies and objectives clearly to varied audiences. Its presentation potential spans from showcasing marketing campaigns to 30-60-90 day plans. The template allows for easy customization of features such as pie charts, colors, and text to fit your specific needs.

Sales Growth Strategy PowerPoint Presentation

This is an impressive PowerPoint template that allows you to build sales presentations in minutes. It’s perfect for various needs – be it a sales pitch, an innovative sales strategy display, or regular business meeting. The template includes useful features like fonts, color schemes, and image placeholders.

Sales Growth PowerPoint Template

A carefully crafted PowerPoint template perfect for illustrating sales tactics, performance indicators, and growth plans in a professional and engaging way. Tailored for sales pros, business development teams, and marketing managers, this template, presented in PowerPoint format, offers uncomplicated personalization options.

Business Funnels Infographics PowerPoint Template

This is a unique and professional PowerPoint template to enhance your sales presentations. With 16 characterized slides, it’s easily customizable and comes with drag-and-drop image options, editable charts, and distinctive mockup devices. This template is specially designed to emphasize text readability and usability, ensuring your ideas are well communicated.

Sales Dashboard Infographic PowerPoint Template

This PowerPoint template is perfect for dynamic business and sales presentations and showcasing company profiles. This package features 30 unique, widescreen (16:9) infographic slides, designed for accessibility and ease of use.

Business Sales PowerPoint Presentation Template

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

Sales Strategy Powerpoint Template

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

Sales Pitch PowerPoint Template

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

Marketing & Sales Strategy PowerPoint Template

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

B2B Marketing and Sales PowerPoint Template

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

Sales Meeting – Free PowerPoint Template

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

Free Sales Planning Process PowerPoint Template

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

Sales – Marketing PowerPoint Presentation

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

Sales Funnel PowerPoint Template

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

Sales Proposal PowerPoint Template

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

Anasalez – Sales Analysis PowerPoint Presentation

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

Sales and Digital Funnel PowerPoint Templates

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

Free Creative Sales Strategy Presentation Template

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

Free Sales Process PowerPoint Infographic Slides

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

Dashi – Sales Report PowerPoint Presentation

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

Sales Pitch Presentation PowerPoint Template

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

Sales Playbook PowerPoint Template

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

Sales Process PowerPoint Presentation Template

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

Kanigara – Marketing & Sales PowerPoint Template

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

Felicia – Free Sales Presentation PowerPoint Template

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

Ardall – Free Sales Presentation Template

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

B2B and B2C Digital Marketing & Sales Presentation

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

Real Estate Marketing & Sales PowerPoint Template

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

3D Stairs Diagram for Sales Process Presentation

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

Ozone – Sales & Marketing Portrait PowerPoint Template

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

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

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How to create an effective sales plan and present it: components and tips

Any business involves sales, and forecasting and planning are some of the major activities for a sales team. In this article, you will learn what a sales plan is, how to create an effective one, and how to make a sales presentation PowerPoint based on this plan. We will also discuss some sales plan examples.

What’s sales plan, and why do you need it?

A sales plan is a part of an extensive sales planning process. It helps forecast the sales success a business wants to achieve and outlines a plan to help it accomplish its goals.

Here are the reasons why you need an effective sales plan:

• It helps foresee risks.
• It makes it easier to track company goals.
• It helps find any bottlenecks in the process.
• It helps set clear revenue targets to achieve within a specific period.
• It helps improve lead generation efforts.
• It helps unify labor policies and ensure consistency in operations.
• It helps understand the business’s strengths and weaknesses.
• It helps track progress.
• It helps identify sale strategies that match the target market.
• It helps evaluate the sales team’s performance.
• It helps define each salesperson’s role and delegate work.
• It helps lay out tactics to execute the sales team’s strategies.

Sales plan structure

A sales plan outline will help you present critical metrics, KPIs, processes, tools, objectives, and strategies necessary to hit your sales goals.

If it is your first time creating a sales plan, below are the sections that must be included:

1. Your target revenue

In a sales plan, you can set a revenue-based goal, such as a target of $10,000 in 5 new deals in one month or $150 million in annual recurring revenue. You will need to keep that revenue target achievable.

Here are a few tips for setting your target revenue:

• Determine a reasonable sales goal according to prior sales results and your ability to reach a new market.
• Calculate the anticipated expenses for a specific period.
• Use projected sales forecasts based on estimates or industry standards.

2. Your ideal customer profile and buyer personas

To establish the target market or ideal customer, you must create a series of unique customer profiles that include geographics, demographics, job positions, behavior, and interests. From there, you can clearly define buyer personas and develop more targeted marketing and advertising strategies.

3. Your sales team

A sales team plays a vital role in implementing any sales plan. You must clearly delegate roles and responsibilities to the sales managers, customer service representatives, account executives, sales development representatives, and other sales professionals.

What’s more, there should be smooth communications and a handoff process. You can even consider using a Customer Relations Management (CRM) system to bring visibility and transparency to the sales process for all team members.

4. Your resources

Is your team small? Then, it would help if you determine how to expand the team to meet the sales targets and state how many resources are necessary within a specific period in your business plan.

You may also utilize specialized sales software for effective sales operation management. One such tool is snov.io , which helps scale a small business while engaging better quality leads with the product or service.

5. Safety of communications

Effective communication is essential in a sales team as it keeps each member productive, engaged, and informed. It also performs the following functions:

• Provides analytics needed to measure engagement with sales goals and benchmarks.
• Encourages marketing and sales teams to collaborate on projects.

That’s where you need to ensure the security of your communications and take advantage of dialpad.com, a workspace dedicated to team and customer communications. It is designed for global teams, where they can safely and efficiently communicate through voice, video, and AI contact centers.

6. Your position on the market

Position on the market is about competition, market trends, risks, and predictions. It outlines what your company must do to market your products and services to your target customers.

If you know how to position your business on the market, you will have a big picture of how you can establish the identity or image of your brand. It also allows you to achieve superior margins for the product or brand relative to competitors.

7. Your prospecting strategy

Prospecting strategy involves how you will generate quality leads and what inbound and outbound methods your sales team will use. Your goal here is to create interest and convert it into a sales meeting.

Below are easy ways to start your prospecting strategy:

• Build a list that includes who your sales team wants to generate meetings with.
• Research your prospects to ensure your new leads are a good fit.
• Craft your offer to drive value.
• Create a prospecting campaign to generate appointments with potential buyers and include a solid value-based offering.

8. Your pricing strategy

Your sales plan’s pricing strategy is about determining how you plan to change the price of your product and within what period. It will help you choose prices that maximize your shareholder value while considering the market and consumer demand.

Pricing strategy accounts for many business factors, such as product attributes, brand positioning, target audience, marketing and revenue goals. It is influenced by external factors, such as economic and market trends, competitor pricing, and consumer demand.

When creating a pricing strategy, consider the following:

• Pricing potential evaluation
• Buyer personas
• Historical data
• Your business goals vs. value
• Competitor pricing

9. Your goals, objectives & DRIs

Goals often include one to three- or five-year projections. Your goals must reflect recurring or existing customers’ expected sales and revenue. Then, you will need to have sales objectives that prioritize the activities your sales team needs to engage in.

Assigning Directly Responsible Individuals (DRIs) also helps make a successful strategic sales plan. These individuals are typically responsible for making sure particular tasks are well-executed.

10. Your action plan

Part of creating an effective sales plan is defining your action plan. It deals with summarizing your plan to achieve each specific objective. For instance, if your sales goal is to increase your referrals by 20%, your actions would be:

Holding referral technique workshops Running a contest to boost referral sales Increasing referral sales commissions by 5%

11. Your budget

In this section, you must outline all costs you believe will be required to achieve your sales targets. Some expenses include hiring, printing, travel, training, sales tools, commissions, salaries, etc. These expenses are meant to be estimates, but due diligence and research should be done to prevent financial errors.

Sales plan examples

When it comes to creating a sales plan, there is no unified sales plan template. Each sales plan differs based on the company’s purpose. While you can encounter different sales plans, here are the common ones:

1. 30-60-90-day sales plan

A 30-60-90-day sales plan is milestone-based. This means it specifies a short-term goal you must achieve within 30, 60, or 90 days. This type of sales plan is suitable for new sales managers, helping them establish tactical and strategic activities according to this plan.

2. Territory sales plan

A territory sales plan features tactics dedicated to the sales team in different territories. You will need to consider a specific area’s market dynamics and working environment.

With a territory sales plan, you can:

• Target specific customers, opportunities, regions, and industries.
• Align the sales team with the prospects.
• Set realistic goals, optimize the strategies, and track progress.
• Spend more time selling.

When creating this sales plan, you have to:

• Define larger sales goals.
• Define the target market.
• Assess account quality and prospects.
• Map out the sales representatives’ strengths and weaknesses.
• Assign leads. Polish your plan.

3. Sales plan for specific sales

When it comes to this sales plan type, you must familiarize yourself with different sales domains, such as sales training plans or compensation, as well as:

• State the company’s mission
• Set objectives and timeframe
• Define the sales team
• Define the target market
• Evaluate the resources
• Create a comparative analysis of your offerings
• Set the sales budget
• Define the marketing strategy
• Work out the strategy
• Define the action plan

4. Monthly sales plan

If you prefer a traditional sales plan, you can opt for a monthly sales plan. It features tactics and revenue goals, which have to be accomplished within a month.

5. Sales tactics plan

A sales tactics plan includes execution strategies. It also involves detailed daily or weekly plans, including prescribed call sequences, meeting appointments, and email follow-up frequency.

Tips on how to create a sales plan

Are you looking for effective recommendations on how to make sales plan for your company? Then, check out the following:

Tip #1: Back up your plan with research and statistics

It is advisable to always back up your sales plan with research and statistics. This will help you define the sales team’s tasks needed to better meet your sales goals. These tasks should primarily stem from statistics and research.

Tip #2: Use SWOT analysis to analyze your capacities

From a sales perspective, SWOT (strengths, weaknesses, opportunities, and threats) analysis will help assess your company’s position in the market. It will also allow you to gain insights into leveraging your selling points, acquiring market shares, and comparing your business’ position with that of your competitors.

To make this easier, you can use a visualizing tool to document the results of your SWOT analysis. You can choose from flow-chart tools, spreadsheet apps with SWOT analysis templates, mind mapping software, SWOT analysis generators, or online presentation or graphic design tools.

Tip #3: Split your sales plan into specific tactical plans

You can use specific tactical plans to achieve your sales goals. The details depend on different variables, such as resources and time. You can make a plan for individual areas of sales, such as SDRs, sales enablement, sales operations, and customer success.

As you create a tactical plan, you have to consider the following key elements:

• Company mission
• Key performance indicators
• Flexibility
• Action items
• Responsible parties

These key elements will help you identify the plan’s success in many ways, including the likelihood of accomplishing it.

Tip #4: Use previous performance data

You can use previous performance data to build incentive, territory, quota, and sales capacity plans. Using this data as your crucial decision-making tool, your sales team can have a basis for making informed decisions and forecasting performance more efficiently and accurately. In return, your sales plan will likely help achieve efficiency, higher performance, and bottom-line growth.

Tip #5: Outline the tracking methods you’ll use

By outlining tracking methods, you can set process workflows, allowing your sales representatives to determine where each prospect stands and which steps they need to take next.

You can also track the following:

• Sale cycle length.
• Number of closed deals.
• Conversion rate.
• Average contract value.
• Pipeline value by quarter, by month, and by individual and team.
• The number of unclosed deals after reaching a specific stage.

Now that you know the peculiarities and components of a sales plan, let’s find out how to make a sales plan presentation, what to include in it, and discover the top 14 sales presentation tips from vetted professionals.

What is a sales deck, and how to best present one?

A sales deck is a set of slides you can use to guide your audience through your sales strategy presentation.

Slide presentations can help your target audience grasp crucial information, pricing, and product characteristics your sales representatives can build their story around.

The best sales presentation slides serve as a touchstone for your sales team’s pitches. They allow your sales managers to draw on their personal knowledge to deliver additional information tailored to the prospects and stakeholders they are presenting to.

What are the types of sales presentation?

Sales presentations are classified into three types: standard memorized presentations, formulated sales presentations, and need-satisfaction presentations. Each sales presentation deck type has distinct characteristics that suit different scenarios.

1. Standard memorized presentations

Standard memorized presentations are very detailed and precise and always follow a predefined structure. They ensure no detail is overlooked and enable the sales team to produce a well-rehearsed, flawless presentation, leaving no room for misinterpretations or potential inaccuracies.

2. Formulated sales presentations

Formulated sales presentations offer a balance between rigidity and flexibility. While they follow a structured sales presentation outline, they allow salespeople to adjust their presentation in real time based on the customers’ reactions. Because of this flexibility, the sales presentation is not set in stone but revolves around customer preferences and queries.

3. Need-satisfaction presentations

Need-satisfaction presentations follow a customer-centric approach, allowing the salesperson to focus on satisfying the customer’s individual demands. The emphasis here is on establishing a dialogue rather than presenting a monologue, encouraging the customer to actively engage in the process.

What are the features of a sales presentation?

The content of your sales presentation PowerPoint must be written carefully and portray the story behind the specific product or service. As time is of the essence in sales, ensure your presentation is no more than 10 minutes and the overall meeting time does not exceed one hour.

When you invite people to come to your sales presentation, make sure they are decision-makers and are related to the things you are selling. Also, try not to lose the prospect’s attention by choosing the wrong points. Your sales presentation doesn’t have to concentrate too much on your service or product. Instead, show the audience how your service or product will change their lives in a good way.

Sales presentation structure

Here’s how to build a sales presentation that catches your audience’s attention and delivers your product’s value proposition in the best way possible:

• Introduce the pain points of your prospects.
• Describe the impact of the problem your prospects are facing.
• Explain why change is urgently necessary and what they stand to lose by not acting.
• Present the solution: a clear path toward the prospect’s goals.
• Provide evidence, address reservations, and FAQs.

To create personalized sales decks quickly, you can use a sales presentation template with the most recent FAQs and case studies. This will allow you to easily copy a deck and create a customized sales presentation for each new prospect in a matter of minutes.

What to include in a sales deck?

Good sales decks have a few key elements, such as:

• Introduction. Say a few words about your company, mentioning your activities and mission. Make sure you grab the audience’s attention with a memorable opening slide or cover image.
• Definition of the problem. Identify the main issues that your company is trying to solve. Provide your audience with some data. Metrics can come from third-party sources or your own sales dashboard.
• Social proof. For instance, you might add quotes and success stories from customers to support your sales presentation. However, you must not repeat the things you say.
• Customized content. Customize your sales presentation for every single prospect so as to build a bridge between your services or product and your audience. In other words, make sure it is personalized.
• Next steps. Include a clear and brief call to action. Offer a few next steps for your potential prospects.
• Visuals. Graphs, charts, and other design elements are all effective techniques to illustrate your point. However, make sure they are simple. Do not overwhelm your sales presentation with too much data; use more visuals instead.

Lastly, make sure that the font (and font size) used in your sales presentation design is legible to everyone in the room.

Other points to consider

1. the product.

Demonstrate how your service or product operates in action. Create a perfect environment to showcase how the product works, if it is physical. Utilize technology if it is a digital product. For instance, you might ask your prospects to download the app. In some cases, you might use video as a demo.

2. Handouts

Hand out some materials to your audience. For instance, it might be a QR code or contact data. The information must be clear and to the point. Distribute the handouts once the sales presentation is over.

3. Practice and teamwork

Double-check your sales presentation with a few salespersons. Practice a lot before the actual presentation. Come earlier to make sure everything works well. Also, decide who will say some information during the presentation and who will do certain things to help you.

Expert tips: How to create your sales presentation?

Tip #1: sync.

Your main points must be synchronized with your sales deck. When you present statistics, you should speak slowly. Emphasize your tone of voice when you are talking about pain points. Express relief when you showcase how your company wants to tackle specific issues. Make sure all the questions you ask your audience have straightforward answers or are rhetorical.

Tip #2: Involve storytelling

People like exciting stories related to their daily lives and problems. They will listen to your sales presentation even more attentively if you tell a story that solves their everyday problems.

Tip #3: Avoid using technical slang

In your sales presentation, use general terms that are clear to every audience member. Do not use slang words. Most people in the room might not have a clue about your offering, so the simpler the lexicon is, the better the result.

Tip #4: Emphasize the value of your product or service

Try to demonstrate how your product or service differs from your competitors. Tell about the main differences slowly. Mention how your product or service will make other people’s lives more comfortable. In other words, emphasize their value.

Tip #5: Practice body language

Your body language must be confident during the presentation. Improve your body language by maintaining eye contact and standing straight. It will prove to people that you are interested in communicating with them.

Tip #6: Be funny

Use your sense of humor. For instance, you might play jokes, but you would better not force them. Keep in contact with your prospects by telling funny stories. Make sure everyone in the room is comfortable and relaxed.

Tip #7: Emphasize your expertise

Do not talk too much about your company. You should focus your sales presentation on the field of your expertise instead. For instance, you might demonstrate a slide with logos of the companies that have already invested money in your brand.

Tip #8: Focus on benefits

Emphasize the strong points and tell how your product or service will improve your prospects’ lives. Do not focus too much on the pain points. Make sure your presentation is personal and describe all the benefits they will get. You might also mention the names of people in the room to make them feel valued.

Tip #9: Include research

Add internal and external types of research to your sales presentation. Use statistics or graphs and cut the information into brief pieces for your company to get more authority. Add relevant numbers and examples to demonstrate how you helped previous clients.

Tip #10: Showcase the return on their investment

Tell how your company will master productivity, multiply market share, make more money, eliminate costs, and boost sales. In other words, you should show the results of investments both long- and short-term.

Tip #11: Rehearse

Rehearsing before a presentation will help boost your confidence and smooth “rough spots.” You will also get to know the approximate amount of time needed to deliver your presentation.

Tip #12: Talk directly to your audience

Do not speak just to your slides. Utilize slides to emphasize the things you say. If you fail to do so, your presentation will most likely sound boring. Try to engage every member of the audience. Express yourself by using your hands. For instance, you might ask them to raise their hands if they agree to some of the points.

Tip #13: Add a clear call to action

Make sure your last slide includes a call to action. Add your contact data, but do not go deeply into detail. Know when it is the right time to stop.

Tip #14: Answer the audience’s questions

Your prospects will ask questions, and you have to be prepared to stop the presentation and answer their questions as they appear. Your audience must be sure that you take them seriously. At the end of your presentation, you can also offer a product’s trial, discount, or other incentive to motivate the audience or create a sense of urgency. The main goal here is to make the audience involved.

Lastly, follow sales presentation best practices to ensure a polished and persuasive delivery. This includes maintaining a clear and concise narrative, addressing potential objections proactively, and incorporating compelling storytelling techniques. Utilize engaging visuals to enhance your message and capture the audience’s attention. Practice your delivery to ensure a confident and natural presentation style and encourage audience interaction through discussions.

By adhering to these best practices, you can create a sales presentation that not only increases the likelihood of successful outcomes but also fosters positive connections with potential clients or stakeholders.

Still wondering how to create a sales deck?

Don’t worry—our presentation design service has got you covered! With profound expertise in designing compelling presentations in different software and thousands of satisfied customers from across the globe, it will be a no-brainer for our dedicated team to transform your ideas into a visually stunning, impactful sales presentation. Take the first step towards a winning presentation by reaching out to us today.

Your success story begins with professionally crafted pitch deck slides —let SlidePeak help you make it a reality!

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• Presenting techniques
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Sales Strategy Presentation Template

Used 4,954 times

Reviewed by Keith Rabkin

Create an information-rich sales strategy presentation that captivates and educates your audience.

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Sales Strategy Presentation

Prepared by:

​ [Sender.FirstName] [Sender.LastName] ​ [Sender.Company] [Sender.Email] ​

Table of Contents

Executive summary, sales strategy objectives, goals and kpis, lead generation channels, lead categories, ideal customer profile, sales strategies, pre-sale activities.

Upsale Strategy

Sales Process

Roles and responsibilities, sales support documents.

Write a short summary of the information your audience can expect to learn more about in the presentation.

State the primary objectives of the sales strategy e.g. increase conversion rates, improve customer retention, increase upsells, etc.

Explain which goals you'll be striving to achieve and the KPIs

you'll use to measure your progress, e.g. the goal of paying less to acquire customers measured with the KPI of average customer acquisition cost.

Name some of the main lead generation channels

​you'll rely on

Email marketing

Social media

Direct traffic

Describe some of the lead categories you'll be using in the strategy

Ready to buy

Needs more convincing

Not ready to buy

Explain who constitutes a marketing qualified lead (MQL)

and who would be a sales qualified lead (SQL) with criteria examples

Anyone who has spoken with a sales rep

Anyone who has downloaded a free report

Share insight into your ideal customer

Average income

Provide some of the sales strategies you'll be employing

Cold calling

Flash sales

Social media marketing

List some of the pre-sale activities your company

will make us of

Crafting unique selling propositions

Creating call scripts

Building a prospect list

Market research

Creating social buzz

Outbound Sales

State any inbound and outbound sales strategies that will be used

Organic search, webinars, or blog posts;

Cold calling, targeted advertising, or email marketing.

Upsale Strategy

Describe the upsell strategy that you'll be putting into action

Promoting additional services

Suggesting a more feature-rich product

Offering discounts for buying higher volume

Describe the steps of your sales process

Lead generation

Qualification

Sales outreach

Give an overview of your sales team, the general capacity, and the key responsibilities of each member or group.

Describe the roles on your sales team and the responsibilities of those roles

Lead generation and nurturing

Closing deals

Overseeing the team

List any sales support resources that have been made available to your team e.g. sales battle cards, a training manual, webinars, etc.

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Turn Sales Presentations Into Moneymakers: Examples and Tips

Senior Marketing Manager at Loom

In a perfect world, every sales presentation you give provides immediate value and closes deals fast. In reality, it’s not always that easy. 

Prospects are too busy to meet. They might not see the product value right away. Your presentation may not fully demonstrate how your product solves their precise pain point. Or, they simply fail to make a decision. 

Elevating your sales presentations above the rest can make a tremendous difference. 

Sometimes, something as simple as a distinct presentation tool like sales video software can streamline your process and help you reach new sales milestones. You can improve your sales funnel with the right solution as part of an effective sales presentation strategy that increases revenue. 

Learn how to implement the key components of a successful sales presentation strategy and how to optimize the process for better results.

What should a sales presentation include?

Sales presentations come in many different styles. You have ample flexibility in how you make your pitch based on your industry and target customers. But no matter who you’re presenting to or in what setting, you need three ingredients:

Authentic presenter: Sales presentations should feel human—not rehearsed, bland, or robotic. Your chances of driving more sales consistently will skyrocket if you connect with your prospects and leads personally and authentically. 

Visual assets: During the presentation, you can demonstrate your product’s value proposition through a slideshow, video, and visuals or graphs highlighting relevant data. You can also add social proof and other visual elements that boost credibility and immediately capture your audience’s attention.

Optimal presentation method: Different scenarios call for different presentation modes. For example, if you’re time zones apart from your prospects or in-person meetings just aren’t an option, live videos can work. Or if busy schedules are an issue, async video messaging may provide the flexibility your sales team needs.

Once your sales team fashions its sales strategy and presentation method, it's time to start building.

Making stand-out sales presentations in 2024 and beyond

When Steve Jobs first presented the iPod , he didn't say, “Get rid of your case of CDs and replace it with an iPod.” He thought bigger and said, “Your entire music library fits in your pocket.” Way more captivating than just the straightforward explanation, right? 

Jobs knew the three key components of stellar sales presentations. To wholly capture your prospects’ attention, you have to understand: 

Who your audience is

What they want or need

How to interject your solution into the buyer’s story

The customer-centric answers to these questions provide the substance you need to create head-turning presentations, and that’s important, especially in today’s economic climate, where consumers want more personalization .

There’s a lot of noise between notifications, commercials, and global competition targeting consumers. You can create memorable connections when you and your sales reps provide highly relevant presentations. It’s not enough to deliver an average, generalized sales pitch anymore.

Remember these tips when incorporating those key components into your sales presentation:

1. Know your audience

Start by studying your target audience and its segments. What are the different needs and pain points that drive your prospects to buy? 

Everyone is unique, and if you can pinpoint those motivations, you can provide value right where they need it most.

2. Make it interesting: Craft a compelling narrative

Companies often make the mistake of talking about themselves. They claim to be the best or recount how their business started. While there’s a place for those details, brands can chase leads away when they don’t prioritize their specific needs. 

Instead, you can tell a compelling story that focuses on the customer. 

A classic story that always captures attention looks like the hero’s journey:

• A hero: The customer

• Has a problem: The pain point

• But then meets a guide: The company

• That presents a roadmap: How to solve the problem

• And leads to a positive solution: The product or service

When your prospects hear this story and see themselves as the main character, they’ll get curious about what you’re selling.

3. Utilize persuasive visuals

Visually dynamic content not only draws your audience in, it also provides the personal element they crave. When your prospect sees a picture or personalized video depicting their use case or ideal solution, they can better imagine themselves using your product or service.

Your sales representatives can use charts, images, and graphics to make a point or demonstrate how a product works. Add crucial context with a video recording tool like Loom to walk through the product or share key features or highlights.

4. Incorporate testimonials and data

Sales presentations offer much more credibility when you include testimonials about successful experiences. Customer stories and data that back up your claims add third-party confirmation that your solution benefits your potential buyer.

Strengthen your case by adding a section highlighting endorsements like experiences, statistics, and stories to your sales deck.

5. Implement strong closing techniques

Believe it or not, companies sometimes forget to prompt an actual decision at the end of their presentations. Even if a prospect is interested in your solution, never assume they know the next step. Life and work are full of distractions, and you often need to nudge prospects to make the decision.

Next steps can range from making a purchase to scheduling a meeting or sharing more information. Whatever your call to action (CTA) is, make sure it’s crystal clear. If you can, it’s also helpful to get at least a soft commitment from the prospect right away to boost the chances that they’ll follow through.

Asynchronous videos offer an excellent solution for sales presentations by stating a clear CTA.

You can send a personalized sales video and include an automatic CTA at the end of the video. At that moment, the viewer can follow through on the ask and move closer to the sale.

Now that you’ve elevated your sales presentation with a comprehensive, dynamic pitch, it’s time to build your value proposition into an engaging sales experience.

Practical ways to structure sales presentations

The best sales presentations are the ones that feel like natural conversations or interactions. 

Your prospective customer has a problem or goal. If you’ve got a solution that meets their needs, your job is simple. Communicate the value of your solution clearly and your prospect will leave the meeting satisfied and one step closer to converting.

The key is to put their needs at the center of the presentation. The following sales presentation techniques can help your team create an effective sales experience:

Introduce who is presenting

First, your sales representatives should introduce themselves. It should feel like any conversation that puts the other person first:

“Hi, [prospect name], my name is [sales rep name], and I'm the [role] of [company]. Thanks for taking the time to chat with me about [pain point]. I’d love to hear more about [pain point].”

The open-ended statement at the end invites your prospect to articulate what they’re looking for in a product, or how they’re currently dissatisfied. It’s a treasure trove of relevant and personalized information.

Remember: You are the guide in this story. 

As you’re talking to a prospect, who is the hero, you guide them to the right decision. Actively listen, and ask questions based on what your prospect is saying. Your goal is to find out if your solution is the right fit and get closer to a commitment by the end of the meeting.

Tell the customer’s story

As mentioned before, the hero’s journey should depict the customer. Your team should use the narrative as the outline and backbone of the pitch.

For example, imagine a company that sells an accounting SaaS to family-run restaurants. A story might look like the following sales presentation template:

You (the hero) run a restaurant in your community because you’re passionate about food, relationships, and family.

But when the doors close at the end of the day, you sit down with a pile of bills, tax documents, and payroll tasks, and you forget why you love your business in the first place (the problem).

Don’t let finances turn your passion into a chore or make it difficult to keep the doors open. Instead, [accounting software] can automate your process (the roadmap), so you’re back in control. You can save hours away from the office and instead spend that time making customers happy.

[Company] (the guide) helps you streamline accounting with its cloud app (the solution). The software is made specifically for family businesses, so it’s built for you with the time-saving features and affordability you need in an accounting tool to focus on your restaurant.

Learn how [company] can [pain point’s solution] by [call to action].

You can use a narrative structure like the one above to illustrate a buyer journey that guides your customers to a clear next step, once they understand how your product or service fits into their own story.

Show the solution, share testimonials, and add credibility

There’s nothing like actually showing the value of your product. Your friend can say they have the best car, but you probably won’t believe it until they let you drive it. 

Your sales team can harness point-of-view experiences through video and visuals to demonstrate value, so audiences can experience the product themselves. 

If you are selling an app, you can do a walkthrough or feature a specific use case via video messaging. If you sell a service or physical product, your sales rep can provide a visually captivating presentation deck or record themselves using the product.

Another way to establish credibility is by including testimonials and reviews. 

A 2024 survey by BrightLocal found that 50% of consumers trust reviews as much as getting a recommendation from a personal friend or family member. That’s huge when you think of the power of word-of-mouth marketing. Use personal stories, quotes, and reviews in your sales presentation to increase trust and get you closer to a sale.

Use the ideal presentation tool

Today, sales teams maintain a tech stack that compliments their sales process. Such tools include slideshows or pitch decks, live video meeting apps, and asynchronous video tools. What you decide to use will influence your success throughout the sales pipeline .

Slide deck presentation tools like PowerPoint, Google Slides, Prezi, and Beautiful.ai offer fun, creative, and practical ways to communicate an offering visually. They are also effective aids and evergreen assets throughout the sales process.

When you need to capture product features live or distribute a sales pitch to prospects around the globe, video recording and editing tools are a game changer. 

For example, Loom streamlines point-of-view (POV) experiences when you record your screen and webcam simultaneously to showcase your product in minutes.

Live vs. async video for your sales presentation

When creating video messaging, your sales teams can choose between live and recorded formats. Both are essential in the sales process and have their own advantages.

Pros and cons of live videos

Live videos made with tools like Zoom, Microsoft Teams, and Google Meet help you meet with prospects and leads in real time. These apps have integrations to help record meetings, produce transcripts, and offer automatic scheduling. You can also use live video apps to reach large groups within a target audience for webinars and events to provide value and promote a product.

While live videos are an important element of the sales process, they also have limitations. 

Potential buyers may hesitate to meet with a rep or risk losing time on a solution that might not be a good fit. Plus, prospects may be in different time zones or have busy schedules and obstacles that make meetings difficult.

Pros and cons of async videos

Asynchronous videos help solve these live format challenges. For example, you can record a video with Loom in just a few minutes. You share your screen with a slideshow or product walkthrough and simultaneously record on your webcam.

When you share the video through a link, email, or embed on a targeted landing page, the viewer can see the presentation 24/7, no matter their time zone or busy schedule. The personal POV video experience provides a human connection and touch in your sales pitch.

Viewers also experience interactive elements when they engage with the video through comments, replies, and emojis. You can include a CTA that clearly outlines the viewer's next step. Your sales reps can also get analytics and metrics from dashboard functionality. 

For example, you can find out who has seen your video, so you can send a follow-up video to those viewers and consistently measure improvements or changes to your content.

Async video messaging provides a streamlined yet personalized approach to selling that your prospects can access 24/7.

Pro tip: Tools like Loom integrate with Salesforce. If a contact doesn’t exist in your CRM, Loom will create one and tag it so you can easily identify where the information came from in your pipeline. Salesforce users also get access to Loom’s powerful reports and dashboards.  

Sales presentation examples 

What do good sales presentations look like in action? You can learn by example through the following success stories:

Intercom adopts video messages for sales

Intercom, the customer service platform, needed a way to make sales prospecting   more unique and personal through an affordable strategy. The company wanted to harness these improvements to drive more conversions and revenue, specifically from cold email outreach.

“The trick was to find this balance without increasing costs and sacrificing team efficiency,” said Bucky Henry, Intercom’s Sales Manager.

If Intercom could drive more sales through email and eliminate most sales calls, its long-term sales growth would improve.

Intercom chose async videos with Loom. The team recorded and edited personal videos with graphics that motivated potential customers to take action. The sales team would then share those finished videos immediately with instant link creation. Along with reaching out to prospects, Intercom also used Loom to train sales reps and adopt new processes quickly.

After Intercom implemented Loom video messaging, it saw a 19% increase in reply rates for cold emails and earned $120K from the outreach.

Improving a slide deck gets this salesperson his biggest deal yet

When strategic adviser Andy Raskin stumbled upon Zuora’s sales presentation deck , he couldn’t believe it. It was “the greatest sales deck he had ever seen,” Raskin recounted about Zuora in his viral article. Eventually, a friend of his, Tim, approached him. Tim had a sales job at a new company, which had raised over $60 million. Tim won some small accounts, but his luck ran dry with enterprise prospects.

Raskin shared the presentation, and Tim gleaned key principles he could apply to his own sales presentation, including:

Naming a relevant shift or change in the industry

Emphasizing that some people will win or lose depending on their decision

Providing a picture of what winning could look like

Showing how remarkable features can make the solution possible

Proving that the company has a track record of making the solution happen

Tim applied these principles to his slide presentation and modeled them after Zuora’s examples. Several weeks later, he signed the largest deal in the company’s history.

Help Scout reinvents its sales presentation pitch

Unfortunately, some platforms present and walk through all their features before positioning their need and value. Prospects view each feature back-to-back while wondering whether they even need the solution.

April Dunford, author of Sales Pitch and Obviously Awesome , wasn’t going to let that happen when she stepped in to help build the sales pitch for Help Scout and make its presentations more effective.

The challenge: Help Scout needed a pitch to differentiate its solution from other platforms and drive action.

The solution: Dunford would write a script to change Help Scout’s narrative.

On Lenny’s Podcast, Dunford shapes the tone for the sales introduction by painting Help Scout as a growth driver rather than a customer support cost:

“Help Scout says, ‘Hey, digital business, we work with a lot of companies like you, and I’m going to show you the product. But before we get there, one of the things we think is interesting is that digital businesses look at customer service differently. They look at it as a growth driver rather than a cost center. And so most of the folks we work with see delivering a really amazing experience as a key part of customer service. Would you agree with that

“‘Yeah, we would.’ They have a little conversation and then they say, ‘Great… Most of the folks we work with start with a shared inbox, and that’s great… The problem is if you’re growing and you probably are, then you’re going to outgrow that because you’re going to need prioritizations, assignments, helpdesk stuff.

“‘And so then your option is to go to help desk software… The problem is…it was designed for businesses that want to take the cost out of customer service. So it’s going to do some things that are weird. It’s going assign your customers a ticket number, and it’s going to try to drive them to low-cost channels. 

“‘So can we agree that in a perfect world for digital business like yours, we’d want something as easy to use as a helpdesk but had all the bells and whistles so we wouldn’t have to migrate to something else. And on top of that, was built from the ground up to deliver amazing customer service. Do we agree we want that?’”

This pitch would then prepare the prospects to fully understand the unique proposition. Help Scout would provide the customer support features they need, like a helpdesk, but also become a growth driver for the company during customer interactions.

If the customer says yes, the representative could continue showing specific features.

The results: Dunford states, “As you might imagine, [this sales pitch is] a lot more effective at actually getting clients to get their head around, ‘What is this thing? Why is it different? Why should I pick you?’ And it just works way better in a sales situation.”

Dunford used three steps to shape the Help Scout pitch:

The pitch emphasized highly relevant insights into the market.

The presentation painted the pros and cons of alternative solutions.

The sales offer described a picture of a perfect world.

Through these simple steps, Help Scout successfully positioned its unique offering during sales presentations. 

Record sales presentations in minutes with Loom

With intentional thought and a bit of effort, you can elevate your sales presentations and stand out from the rest. Embracing screen capture and video recording tools like Loom can take your sales strategy to the next level. 

Loom equips sales teams to capture and distribute video messaging in minutes. No matter the time zone or schedule, you can present your product’s value and close deals. The Loom app makes recording easy with the click of a button on your Chrome screen recorder , desktop app, or phone. Thanks to Live Rewind, if one of your sales reps makes a mistake, they can easily rewind the video and re-record that section to save time and eliminate pressure.

Your sales team can share their screens and themselves simultaneously. Prospects get an authentic and personal experience while they take in slides, videos, demos, walkthroughs, and more. You can also identify specific prospects with the “request email to view feature” so you can nurture each relationship and analyze your sales effectiveness. 

Accelerate video creation with Loom’s AI add-on, which includes filler-word removal, auto titles and summaries, and AI message creation. You can easily record in the moment and automate editing and video sharing for an efficient sales process.

Teams can also harness personal video messaging to sell products directly to their target prospect—or an entire audience—by embedding videos on a landing page or social media. 

Record your first sales presentation with Loom today in under five minutes.

Jun 28, 2024

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Jeong Lee works in Marketing at Loom.

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Creative Sales Strategy

It seems that you like this template, creative sales strategy presentation, free google slides theme, powerpoint template, and canva presentation template.

If you have decided on a sales strategy that your team will follow, spread the news on the company by giving a presentation. To help you with it, here's a creative template with a wide array of different layouts covering a lot of marketing models. There's also illustrations from Stories by Freepik, greatly boosting the visual content of your slideshow.

Features of this template

• 100% editable and easy to modify
• 31 different slides to impress your audience
• Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Uses illustrated concepts from Storyset : editable color, different backgrounds, animated illustrations
• Designed to be used in Google Slides, Canva, and Microsoft PowerPoint
• 16:9 widescreen format suitable for all types of screens
• Includes information about fonts, colors, and credits of the free resources used

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