a formula selling presentation is a format that

15.3 Steps in the Personal Selling Process

Learning outcomes.

By the end of this section, you will be able to:

• 1 List the steps in the personal selling process.
• 2 Describe each step in the personal selling process.

Step 1: Prospecting and Qualifying

The selling process is a seven-step process (see Figure 15.2 ) used for selling a product. The process can be multifaceted, lengthy, and complex, depending on the product and the prospect. While all salespeople are different, generally most sales professionals go through the same selling process.

The first step in the sales process is to find, or prospect for, strong potential customers. In prospecting, sales professionals will work to create and develop a database of potential customers, called sales leads through lead generation. Getting the names and contact information for the database is the act of prospecting. Each business or company has its own methods of prospecting and qualifying. For some companies, the process is rigorous and lengthy; for others, it can be nothing more than a quick phone conversation.

There are many methods of lead generation. Utilizing digital strategies is one example. Many companies may prospect leads through a digital advertising campaign that triggers potential customers to sign up for information about a product. Other forms of prospecting can include meeting potential customers at trade shows, use of a referral program, or purchasing a list of customers from a third-party company that meets the criteria for the target market.

Once the sales professional has a database of leads, the next step is qualification of those leads. Not all names in a database may be the right candidates for a company’s products. There are many reasons why a candidate may not be a good fit for a company’s products. For example, some leads may have recently purchased a competitor’s product, and others may not be in a financial position to afford the product. The sales professional wants to reduce the list to include only the leads who are a good fit and are more likely to be receptive to purchasing the company’s products. Qualification may also include making sure the contact has the authority to make the purchasing decision.

You might be asking yourself how a salesperson or company tracks these leads and keeps all the various communication touch points organized. They typically have two software tools to help them: sales force automation (SFA) and customer relationship management (CRM) software. SFAs are used to acquire a customer, and CRMs are used to retain and manage customers after the sale. 1

According to Salesforce , a company known for one of the most popular CRMs on the market, CRM software “is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business.” 2

Link to Learning

Difference between crms and sfa.

Check out this short article from SelectHub that outlines in more detail the difference between CRMs and SFAs.

Step 2: Pre-approach

The pre-approach stage can best be described as a thorough analysis or research of the potential candidate. It is in the pre-approach stage that the sales professional will conduct a very detailed study of the prospect, which will often include information about specific product needs, what current brands they might be using, brand awareness, who the decision makers are, and general knowledge of personal interests and financial standing. The research findings are meant to help the sales professional to find out needs and wants as well as the best way to approach the prospect for the sales presentation.

Some of the research that sales professionals seek to review as part of their investigation may include interviews with other clients, financial reports, credit histories, and any sources of public information. Most companies with a sales force and sales process will use robust customer relationship management (CRM) databases to collect, filter, and track prospects through the stages of the sales process. Information that is uncovered during the pre-approach will be added to prospect records in the CRM system.

Step 3: Approach

Information gathered in the pre-approach helps the sales professional during the approach phase. Utilizing the insights they have gathered about the prospect, the sales professional seeks to contact the prospect to build rapport and gather more information on the needs and wants of the prospect. During this phase, it is very important for the sales professional to create a positive impression, ask the right questions, and begin building a relationship with the prospect.

A soft approach is generally the best strategy, as the goal is to build the relationship and not necessarily push product. Hard-sell tactics are often rebuffed during this early contact with the prospect. Ideally the role of the salesperson in this early stage is to ask questions and listen. It is through listening intently to the prospect that the salesperson can detect the fit for the product and ultimately the best way to sell the product. Information gathered during the approach will often be used in the presentation stage.

Step 4: Presentation

Once the prospect has made it through the approach stage, the sales professional is ready to present the product to the prospect. During the presentation stage, the goal is to showcase the features about the product that will be of most benefit to the prospect based on the needs uncovered during the pre-approach and approach stages. Often the presentation may include education on the aspects of the product that the prospect will find most beneficial to solve their problems. This is the time for the sales professional to highlight the benefits of the product and answer questions the prospect might have. For example, college admissions departments work with students to showcase the best of the university in an attempt to persuade them to enroll. Part of the presentation process includes tours of the campus, meetings with current students, attending classes, and experiencing campus life.

The best sales professionals are good listeners. Good listening strategies work to build rapport and create winning strategies. When you listen carefully to your prospects, they will tell you exactly how to sell to them. Using information provided by the prospect, a good sales professional will be able to turn it into a winning sale. Several methods of sale presentation include a stimulus-response format, formula selling, a need/satisfaction format, adaptive selling, and consultative selling.

Stimulus-Response Format

When a salesperson has done the research and they understand many of the issues that might be presented by the customer, they are able to provide a stimulus, and the customer provides a response. The skilled salesperson is able to counter every response with a new stimulus. The goal is to sell based on the response from the customer. To be effective, the salesperson must follow a script, which has been developed based on the pre-identified needs and wants of the customer.

Formula Selling Format

Advertising has typically been dependent on the customer going through a specific set of actions before responding. One of the most common consumer response models is the AIDA model , which encompasses attention, interest, desire, and action. Marketers often look to the AIDA model when putting together advertising campaigns. The AIDA model is also used for formula selling . The goal is for the salesperson to take the customer through the various stages of response until they get to the purchase of the product. The skilled sales professional will make sure they are providing stimuli and responses for each of the stages of AIDA.

Need/Satisfaction Format

The need/satisfaction format of selling is an approach where the sales professional opens the sales presentation by probing the potential customer with questions in an effort to uncover their needs. The sales presentation is then tailored to the customer by showing how the product/service will satisfy the customer needs.

For example, the owner of a busy café may be met with a question about scheduling from a salesperson who sells scheduling software. The salesperson may start with a question such as “This café is so busy; is it difficult to schedule your staff?” Once the café owner talks about the challenges of scheduling, the salesperson now has information they need to custom tailor the sales presentation about scheduling software to the specific needs identified by the café owner.

Adaptive Selling

Adaptive selling is one of the most customer-centric sales methods available to the sales professional. Using the adaptive selling approach requires the sales professional to adapt their selling strategy and even the product to meet the needs and solve the problems of the customer. To fully utilize this approach requires that the sales professional rapidly customize their approach to meet the needs of different customers. Many sales professionals are taking advantage of the big data that is now readily available to better target customers. Armed with data about what is going on in the market, the salesperson can now adapt their presentation with real time information.

Consultative Selling

Perhaps this method was best exemplified in the movie Miracle on 34th Street. In the movie, the Macy’s Santa Claus suggests a location, other than Macy’s, where a mother can get a toy for her son. Consultative selling makes the sales professional a consultant who develops a relationship with the customer and takes on an advisory role to help the customer solve their problems. Generally, the problem will get solved through purchase of the product, but it can also be solved in various other ways. The sales professional becomes the anchor to helping the potential customer solve their problems.

Step 5: Handling Objections

Preparation during the qualification, pre-approach, and approach stages of the sale process, provide the sales professional with the information they will need to handle objections. In many situations, seasoned sales professionals are able to successfully present the product and answer questions without having objections. Good research on the customer and an understanding of how the product will help them and solve their problems allow the sales professional to avoid objections. However, when the customer does present an objection, the skilled sales professional will need to be agile at handling them.

Typically, strategies for handling objections include listening, restating the question, and responding with additional questions. Price is generally always voiced as an objection. Knowing the common objections and having a strategy to handle them prior to the presentation will help advance to the close stage.

Step 6: Closing

Asking for the order is perhaps the hardest step in the sales process for many sales professionals. Up to the point of the close, the sales professional has spent a tremendous amount of time and energy with the prospect. Much of the work of the sales professional has been around building a relationship with the prospect. Asking for the order is a source of tremendous fear for many sales professionals because this is the point where all of their work could unravel. What if the customer says no? Then what?

Many sales professionals fear the possibility of rejection. They also consider that they may get the timing wrong. However, if the sales professional has prepared, they know that asking for the order is the point where they make the prospect a customer. One way to eliminate the guesswork of timing is to do a trial close by talking about things such as financial terms or delivery of the product. The customer’s response to the trial close questions will alert the sales professional to the prospect’s readiness to purchase.

Step 7: Follow-Up

After the order is placed, the real work begins. Upon closing a sale and signing the prospect as a customer, the sales professional is now tasked with onboarding the customer and ensuring that everything progresses smoothly with the sale of the product. Because it is much more lucrative for a company to keep current customers happy than to go out and prospect for new customers, the follow-up is a major step in creating lifetime customer value (LCV). Most salespeople would rather maintain their current clients than search for new clients. The follow-up after the sale is a critical step in getting repeat business, customer referrals, and upsells during the next order cycle.

Knowledge Check

It’s time to check your knowledge on the concepts presented in this section. Refer to the Answer Key at the end of the book for feedback.

• Handling objections
• Presentation
• Prospecting and qualifying
• Pre-approach
• Stimulus-response
• Consultative

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• Book title: Principles of Marketing
• Publication date: Jan 25, 2023
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• Book URL: https://openstax.org/books/principles-marketing/pages/1-unit-introduction
• Section URL: https://openstax.org/books/principles-marketing/pages/15-3-steps-in-the-personal-selling-process

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15.3: Steps in the Personal Selling Process

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Learning Objectives

By the end of this section, you will be able to:

• List the steps in the personal selling process.
• Describe each step in the personal selling process.

Step 1: Prospecting and Qualifying

The selling process is a seven-step process (see Figure 15.2) used for selling a product. The process can be multifaceted, lengthy, and complex, depending on the product and the prospect. While all salespeople are different, generally most sales professionals go through the same selling process.

The first step in the sales process is to find, or prospect for, strong potential customers. In prospecting, sales professionals will work to create and develop a database of potential customers, called sales leads through lead generation. Getting the names and contact information for the database is the act of prospecting. Each business or company has its own methods of prospecting and qualifying. For some companies, the process is rigorous and lengthy; for others, it can be nothing more than a quick phone conversation.

There are many methods of lead generation. Utilizing digital strategies is one example. Many companies may prospect leads through a digital advertising campaign that triggers potential customers to sign up for information about a product. Other forms of prospecting can include meeting potential customers at trade shows, use of a referral program, or purchasing a list of customers from a third-party company that meets the criteria for the target market.

Once the sales professional has a database of leads, the next step is qualification of those leads. Not all names in a database may be the right candidates for a company’s products. There are many reasons why a candidate may not be a good fit for a company’s products. For example, some leads may have recently purchased a competitor’s product, and others may not be in a financial position to afford the product. The sales professional wants to reduce the list to include only the leads who are a good fit and are more likely to be receptive to purchasing the company’s products. Qualification may also include making sure the contact has the authority to make the purchasing decision.

You might be asking yourself how a salesperson or company tracks these leads and keeps all the various communication touch points organized. They typically have two software tools to help them: sales force automation (SFA) and customer relationship management (CRM) software. SFAs are used to acquire a customer, and CRMs are used to retain and manage customers after the sale. 1

According to Salesforce , a company known for one of the most popular CRMs on the market, CRM software “is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business.” 2

Link to Learning: Difference between CRMs and SFA

Check out this short article from SelectHub that outlines in more detail the difference between CRMs and SFAs.

Step 2: Pre-approach

The pre-approach stage can best be described as a thorough analysis or research of the potential candidate. It is in the pre-approach stage that the sales professional will conduct a very detailed study of the prospect, which will often include information about specific product needs, what current brands they might be using, brand awareness, who the decision makers are, and general knowledge of personal interests and financial standing. The research findings are meant to help the sales professional to find out needs and wants as well as the best way to approach the prospect for the sales presentation.

Some of the research that sales professionals seek to review as part of their investigation may include interviews with other clients, financial reports, credit histories, and any sources of public information. Most companies with a sales force and sales process will use robust customer relationship management (CRM) databases to collect, filter, and track prospects through the stages of the sales process. Information that is uncovered during the pre-approach will be added to prospect records in the CRM system.

Step 3: Approach

Information gathered in the pre-approach helps the sales professional during the approach phase. Utilizing the insights they have gathered about the prospect, the sales professional seeks to contact the prospect to build rapport and gather more information on the needs and wants of the prospect. During this phase, it is very important for the sales professional to create a positive impression, ask the right questions, and begin building a relationship with the prospect.

A soft approach is generally the best strategy, as the goal is to build the relationship and not necessarily push product. Hard-sell tactics are often rebuffed during this early contact with the prospect. Ideally the role of the salesperson in this early stage is to ask questions and listen. It is through listening intently to the prospect that the salesperson can detect the fit for the product and ultimately the best way to sell the product. Information gathered during the approach will often be used in the presentation stage.

Step 4: Presentation

Once the prospect has made it through the approach stage, the sales professional is ready to present the product to the prospect. During the presentation stage, the goal is to showcase the features about the product that will be of most benefit to the prospect based on the needs uncovered during the pre-approach and approach stages. Often the presentation may include education on the aspects of the product that the prospect will find most beneficial to solve their problems. This is the time for the sales professional to highlight the benefits of the product and answer questions the prospect might have. For example, college admissions departments work with students to showcase the best of the university in an attempt to persuade them to enroll. Part of the presentation process includes tours of the campus, meetings with current students, attending classes, and experiencing campus life.

The best sales professionals are good listeners. Good listening strategies work to build rapport and create winning strategies. When you listen carefully to your prospects, they will tell you exactly how to sell to them. Using information provided by the prospect, a good sales professional will be able to turn it into a winning sale. Several methods of sale presentation include a stimulus-response format, formula selling, a need/satisfaction format, adaptive selling, and consultative selling.

Stimulus-Response Format

When a salesperson has done the research and they understand many of the issues that might be presented by the customer, they are able to provide a stimulus, and the customer provides a response. The skilled salesperson is able to counter every response with a new stimulus. The goal is to sell based on the response from the customer. To be effective, the salesperson must follow a script, which has been developed based on the pre-identified needs and wants of the customer.

Formula Selling Format

Advertising has typically been dependent on the customer going through a specific set of actions before responding. One of the most common consumer response models is the AIDA model , which encompasses attention, interest, desire, and action. Marketers often look to the AIDA model when putting together advertising campaigns. The AIDA model is also used for formula selling . The goal is for the salesperson to take the customer through the various stages of response until they get to the purchase of the product. The skilled sales professional will make sure they are providing stimuli and responses for each of the stages of AIDA.

Need/Satisfaction Format

The need/satisfaction format of selling is an approach where the sales professional opens the sales presentation by probing the potential customer with questions in an effort to uncover their needs. The sales presentation is then tailored to the customer by showing how the product/service will satisfy the customer needs.

For example, the owner of a busy café may be met with a question about scheduling from a salesperson who sells scheduling software. The salesperson may start with a question such as “This café is so busy; is it difficult to schedule your staff?” Once the café owner talks about the challenges of scheduling, the salesperson now has information they need to custom tailor the sales presentation about scheduling software to the specific needs identified by the café owner.

Adaptive Selling

Adaptive selling is one of the most customer-centric sales methods available to the sales professional. Using the adaptive selling approach requires the sales professional to adapt their selling strategy and even the product to meet the needs and solve the problems of the customer. To fully utilize this approach requires that the sales professional rapidly customize their approach to meet the needs of different customers. Many sales professionals are taking advantage of the big data that is now readily available to better target customers. Armed with data about what is going on in the market, the salesperson can now adapt their presentation with real time information.

Consultative Selling

Perhaps this method was best exemplified in the movie Miracle on 34th Street. In the movie, the Macy’s Santa Claus suggests a location, other than Macy’s, where a mother can get a toy for her son. Consultative selling makes the sales professional a consultant who develops a relationship with the customer and takes on an advisory role to help the customer solve their problems. Generally, the problem will get solved through purchase of the product, but it can also be solved in various other ways. The sales professional becomes the anchor to helping the potential customer solve their problems.

Step 5: Handling Objections

Preparation during the qualification, pre-approach, and approach stages of the sale process, provide the sales professional with the information they will need to handle objections. In many situations, seasoned sales professionals are able to successfully present the product and answer questions without having objections. Good research on the customer and an understanding of how the product will help them and solve their problems allow the sales professional to avoid objections. However, when the customer does present an objection, the skilled sales professional will need to be agile at handling them.

Typically, strategies for handling objections include listening, restating the question, and responding with additional questions. Price is generally always voiced as an objection. Knowing the common objections and having a strategy to handle them prior to the presentation will help advance to the close stage.

Step 6: Closing

Asking for the order is perhaps the hardest step in the sales process for many sales professionals. Up to the point of the close, the sales professional has spent a tremendous amount of time and energy with the prospect. Much of the work of the sales professional has been around building a relationship with the prospect. Asking for the order is a source of tremendous fear for many sales professionals because this is the point where all of their work could unravel. What if the customer says no? Then what?

Many sales professionals fear the possibility of rejection. They also consider that they may get the timing wrong. However, if the sales professional has prepared, they know that asking for the order is the point where they make the prospect a customer. One way to eliminate the guesswork of timing is to do a trial close by talking about things such as financial terms or delivery of the product. The customer’s response to the trial close questions will alert the sales professional to the prospect’s readiness to purchase.

Step 7: Follow-Up

After the order is placed, the real work begins. Upon closing a sale and signing the prospect as a customer, the sales professional is now tasked with onboarding the customer and ensuring that everything progresses smoothly with the sale of the product. Because it is much more lucrative for a company to keep current customers happy than to go out and prospect for new customers, the follow-up is a major step in creating lifetime customer value (LCV). Most salespeople would rather maintain their current clients than search for new clients. The follow-up after the sale is a critical step in getting repeat business, customer referrals, and upsells during the next order cycle.

Knowledge Check

It’s time to check your knowledge on the concepts presented in this section. Refer to the Answer Key at the end of the book for feedback.

Lucia works for ABC Home Centers. The company sells roofing and windows to customers looking to make home improvements. Lucia’s main job with the company is to identify people who might be in the market for home improvement products. As part of Lucia’s job, she calls people to see if they would be interested in finding out more about ABC’s products. What stage of the sales process is Lucia doing?

• Handling objections
• Presentation
• Prospecting and qualifying

Tony likes everything about the products from Supreme Restaurant Equipment. He is just about ready to purchase, but he has some questions about the payment methods and financing. At what stage of the selling process does the sales professional deal with Tony’s questions?

• Pre-approach

Shakira has been working with a customer for quite some time. She has a good rapport with the customer, and the customer often asks her a lot of questions regarding other matters in the industry. When Shakira is ready to work with the customer for an order, she talks with them about the pros and cons as well as other companies’ products that might be a good fit. What type of selling approach is Shakira using?

• Stimulus-response
• Consultative

“Besides you, are there other decision makers that buy apparel?” This is a question that you might ask during what stage of the sales call?

Keith is with his prospect, and he is out on a test drive for the new Ford F-150. He is telling the prospect about the safety features of the truck. What stage of the selling process is Keith in?

The Selling Formula w/Brian Robinson

RELATED: The Advantage of Non-Commissioned Sales People w/Mitch Little @Microchip

In this article:

What Is Sales Malpractice?

Why we suffer from sales malpractice, the selling formula: how you can overcome sales malpractice, example of feature-benefit question series, how you can effectively connect with prospects through your questions, how to have the right pre-call mindset, the important question you should not forget to ask, key takeaways on the selling formula, selling formula approach: best practices for sales success.

Brian Robinson is a sales and marketing expert, best-selling author, and coach. He wrote a book called The Selling Formula: 5 Steps for Instant Sales Improvement.

Robinson started out with Coca-Cola Corporate, where he worked in direct competition with Pepsi. After his stint there, he transferred to J&J.

There, he became part of four different divisions, three of which were startups in sales and marketing. Afterward, Robinson helped his friend start a company and began his own entrepreneurial journey.

According to Robinson, the simple definition of “sales malpractice” is “showing up and throwing up” — an idea that came from his years working with Johnson & Johnson.

Salespeople typically like to rush to the presentation. When you combine that with the failure to ask appropriate questions, you ultimately perform sales malpractice.

You aren’t able to dig deeper and know your prospect better . Some salespeople only ask one or two questions, then suddenly launch into a discussion about “the answer.”

Salespeople like this leave their prospects thinking, but end without asking the prospect anything that relates to them.

Why, then, do salespeople struggle with sales malpractice? Most of the time, they already know what to do when they get to the presentation — it’s familiar, so they’ve got it nailed down.

Yet what’s unfamiliar and uncharted is developing a relationship and holding a conversation with someone they probably haven’t talked to before. Not knowing how to respond to these can lead to sales malpractice.

Robinson said a salesperson can overcome this struggle by doing two things:

• Plan the questions you’re going to ask.
• Methodically ask the questions to your prospect.

According to him, you get astonishing results if you do proper planning.

Preparation takes away the fear and helps you be upfront with your prospect. As you have holistic questions to ask your prospect, you’ll also be able to take note of their answers to your questions.

Robinson shared with us his two-part selling formula. The first part is the pre-call mindset .

The best way to have a positive pre-call mindset is to take some time to yourself before you meet your prospect. During that time, cultivate a caring attitude in your heart and mind for that person.

Visualize the positive outcome you’re going to have. When you meditate on these things, you project them on your prospect when you meet them personally or talk to them on the phone .

The second part is  crafting questions.  Robinson found that there is a three-part selling formula approach here that really works.

First, you take a piece of paper and draw three columns on it. You can also make a spreadsheet and create three columns.

Second, label each column. The first column is “ Features, ” where you list down the key features of what you’re selling.

In the second column, write down every benefit related to that specific feature. Often, there are multiple benefits associated with a feature.

In the third column, write questions related to that specific benefit.

Third, take an 80/20 approach. This means taking the top 20% of the benefits and the key questions associated with those, then putting them in order.

Start with the general questions first then move to the very specific ones that focus on those benefits.

In order to understand the proper way of crafting questions, Robinson shared with us an example of feature-benefit question series. This came from his  Selling Formula  book.

For instance, you’re selling pre-made home-cooked meals.

The feature is pre-made home-cooked meals for two to six people. This is what you put in the first column.

Then, in the second column, there are two benefits:

• It saves up to 60 minutes per meal — including food purchase, food prep, and cooking time.
• You only have to take it out of the freezer and put it in the oven.

There are then three questions related to those benefits:

• On a weekly basis, how many dinners do you cook for your family?
• How much time does it typically take you to make dinner for your family?
• How would pre-made home-cooked meals affect the frequency of your family meals?

The third question targets the prospect’s emotions. These questions aim to discover if the benefits would be advantageous or helpful to the prospect.

RELATED: Climb the Trust Ladder to Increase Results in Prospecting

Most people tend to stop at the first or second-level questions. Yet it takes more than those to get the most important information and create a deeper connection.

You must aim to know how your offer affects the personal lives of your prospects .

Robinson told us about one of his clients who creates video content for real estate agents. He used to follow the typical question approach, but then he switched to Robinson’s selling formula.

After doing so, the client called Robinson to share the outcome. He went two to three levels deeper with his questions.

The client admitted that this made him a little uncomfortable, as he wasn’t used to it. Then he started asking his prospect, “If you had leads coming in that you normally weren’t getting, what would this do for your quality of life? How would this affect your family life and work?”

As a result, even before their conversation was over, his prospect was already very keen to do business with him. This led him to the biggest sale of his life.

This is all because he was able to take his questions a step further.

We can simply ask questions. Yet when we take it one step deeper and get into the personal aspect, it solidifies the seller-prospect relationship.

Robinson also expounded on the other part of his selling formula, the pre-call mindset. He recommended practical steps that lead to the right mindset before meeting or talking to a prospect.

First, take a few minutes to think about the prospect you’ll talk to. Think about the kind of day that person is having.

Focus on how much you appreciate the fact that your prospect is going to connect with you. Robinson said he also thanks the Lord for his prospects and says a short prayer over the conversation they will have.

When the time comes for you to talk, you’ll be in a mental state that’s ready to serve your prospect. Then you can figure out ways of how you can help, as opposed to being self-serving.

This kind of attitude diffuses awkwardness and stalls in relationships. It brings down so many barriers, and yet it’s still not the normal pre-call strategy for most salespeople.

Robinson also went on to share the most critical question he asks at a front-end of a conversation: “Have you had to put out any fires today?”

This question immediately puts the focus on the prospect. Once you get that out on the open and diffuse it, your prospect can begin focusing on what they’re going to talk about with you.

One of the most important questions you can ask a prospect is, “Is there anything about your current situation you feel frustrated about or wish you can change?”

Robinson said this is a huge question that salespeople often forget to ask.

This inquiry makes prospects take a moment to reflect and go through their current situation. When they acknowledge their frustrations by verbalizing them, it gives you an opportunity to ask probing questions.

• Don’t rush to the presentation.
• Prepare holistic questions. Create a list and ask your prospect for permission to ask questions. This puts you in a position of authority and prepares them to answer.
• Take notes on your prospects’ answers. Doing that conveys they’re offering you something of value. In turn, you’ll deepen your connection with your prospect.

If you want to avail Brian Robinson’s free gift, you can visit his website and download the first three chapters of his audible book for free.

Having a customer-centered pre-call mindset and questions really prepares you to serve your prospects and clients. With the right preparation, you will be able to give them a better experience and service.

If you want to see a difference in your selling experience, follow Brian Robinson’s selling formula. His fresh ideas may just be the kind of revamp your best selling practices need.

Which selling practices do you think you can improve? Share your thoughts with us in the comments section below!

• Building Rapport with Customers: 3 Steps to Build Trust in Minutes
• Stop Pitching: Start Solving Problems for Your Customers
• Creating a Culture of Experimentation in Inside Sales w/Blake Johnston @OutboundView

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Sales presentation

Last updated: 11 November, 2023

What is a sales presentation?

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

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

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

In particular — by creating effective sales presentations .

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

The answer is simple. A winning sales presentation:

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

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

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

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

1. It’s all about the balanced layout

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

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

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

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

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

2. Make it short and sweet

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

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

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

3. Work on the slide deck

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

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

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

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

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

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

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

Define the purpose

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

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

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

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

Adjust your sales presentation based on the audience

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

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

Consider means available

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

Prepare key points & season them with data

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

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

Design the sales presentation structure

Use a “10-20-30” formula: 

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

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

• Freecreatives

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

Wrapping up

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

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The Most Persuasive Sales Presentation Structure of All

Updated: January 28, 2020

Published: April 13, 2017

If you’ve ever sat through a presentation that went around the block a few times before finally arriving at its destination, you understand the need for a clear, comprehensible structure for your message.

Structure isn’t just for keeping you, the presenter, from getting lost in the weeds. As a salesperson, you need to organize your message in a way that has the greatest impact on your audience and ultimately encourages them to take action.

Almost any structure will help you get your arms around information, prioritize, and organize it. However, the right structure can set you up for success and increase your odds of winning the business.

The Basic Three-Act Presentation Structure

Breaking content into an opening , a body , and a conclusion is the basis of most presentations, movies, TV shows, and speeches. This basic three-act structure was invented by Aristotle and has stood the test of time. It’s familiar to audiences, digestible, and easy to follow. In fact, if you’ve ever felt uncomfortable or confused watching a movie, it’s often because the writer has broken the three-act structure ( Memento and Inception are two examples).

A three-act structure is a great place to start for just about any presentation. But within this framework there are several variations. For instance, you could sort information chronologically, by process, or priority, and so on.

If your goal is to educate or inform, these variations are fine -- but they're not optimal for persuasion. To do use, that the  Situation , Complication , Resolution  framework.

SCR: The Best Sales Presentation Structure of All

Situation, Complication, Resolution is really just a way of identifying:

• Our present state
• The problem
• What should we do about it

First identified in Barbara Minto’s book The Pyramid Principle , the SCR structure is an effective way of establishing a persuasive case and will be familiar to anyone who consumes movies, TV, or books.

Here’s an example of the SCR structure in a story:

Situation : A girl is kidnapped. If a steep ransom is not paid by midnight, a bomb will explode.

Complication : The girl's family can’t get the money together. No one knows where the bomb is except the hero. The hero is stuck on a remote island.

Resolution : The hero jumps on a plane, finds the girl, detonates the bomb, and saves the world.

If that sounds like the framework of most movies you’ve seen, there’s a good reason. The SCR structure organizes content in a way that takes people on a journey that leads to a natural conclusion. It builds up tension in the audience which increases their attention and their desire for a resolution.

By following this proven structure in sales, you can produce the same effect on your business audience. Let’s look at how you can leverage each act in your sales presentation.

To take someone on a journey, you must first know where that journey begins. In this first act, define the status quo. What is the critical business issue or challenge your prospect is experiencing, how is he addressing it, and what is the impact?

This act lays the groundwork for why your prospect needs to change and assures him you have a clear understanding of his situation. Ending this first act by painting a brief picture of where this journey can lead (i.e., current state versus potential future state) creates an uncomfortable but necessary disparity between where your prospect is and where he wants to be.

Complication

In this act, introduce complications or consequences that are likely to arise as a result of your prospect not taking action, or choosing an inadequate solution to his problem. Create tension which will make sticking with the status quo or putting off a decision less desirable.

Because most people are uncomfortable with indecision, tension taps into our innate human desire to solve the problem. Widening the gap between pain and relief increases your prospect’s urgency to take action.

Finally, when tension is at its peak, relieve that tension by providing a clear solution to the problem and making it easy for your prospect to act upon. While many structures require the presenter to deliver a heavy handed close at this point, in the SCR structure, the resolution comes as a natural conclusion to the journey.

The SCR Presentation in Action

Let’s look at how you might use the three-act SCR structure in a business example.

Situation : An HR department is doing most of their reports manually. This currently takes 1.5 days per week of each HR person’s time.

Complication : The company is growing at a rate of 20% per year. Projected HR workload will escalate to two days per week if nothing changes and the chances for errors will increase. Employee satisfaction will decline and turnover rates will go up.

Resolution : Deploy an HR workforce application that will reduce time spent on current processes from 1.5 days per week to .25 days per week, resulting in greater efficiency, fewer errors, increased satisfaction, and a lower turnover rate.

In sales, you need every advantage you can get. Following the Situation, Complication, Resolution structure gives you a jumpstart on presenting a persuasive case for why your prospect should choose your solution and make the desired change.

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How to Create Your Ultimate Sales Presentation (with examples)

The Presentation is Step 4 of your Ultimate 10-Step Sales Presentation.

So, you are a dedicated sales professional who has been following my Ultimate 10-Step Sales Presentation formula! Thus far, you have completed your sales prospecting, so you know the customer is a qualified prospect. You have also spent time developing a strategic presentation plan. Plus, you have even planned your all-important approach to begin your presentation.

Now. At last. It is time to plan a killer presentation; a presentation sure to bring success and well-deserved hearty congratulations from coworkers and bosses!

So, no more delays, let’s get started!

In this article on creating your ultimate sales presentation, we will cover:

• Types of Common Selling Situations

4 Sales Presentation Methods

Basics of a group presentation, win-win negotiating, which presentation method is best, types of selling situations.

When I first started as a sales representative, I only had to master one selling situation. It was me selling to a single buyer. However, as I gained sales experience, I found that I had to present in a variety of selling situations.

As a professional salesperson, you need to be aware of the types of selling situations that you might encounter over the course of your career. Here are five of the most common selling situations.

• Salesperson to the buyer. A single salesperson presenting to a single buyer. This is how most of us start in our selling careers.
• Salesperson to the buyer group. A single salesperson presenting to a buying group or committee. You may present to a buying group when the information is technically complex or when the dollar value of the product is above a single buyer’s authorized level.
• Sales team to the buyer group. A selling team presents to a buying group or committee. The selling team and buying committee is often made up of people from different departments with different skillsets. For example, I led selling teams comprising myself as a sales manager, along with people from sales, finance, product supply, operations, and logistics. We presented to customer buying teams comprising people with the same areas of expertise.
• Consultant selling. A lead salesperson assembles company personnel to deal with specific opportunities or solve specific problems for a customer. For example, when I was a sales manager for Procter& Gamble’s Foodservice division, I was frequently called on to work with customers as a consultant to solve a specific problem. “Why don’t our pie crusts bake evenly?” “Why are the scallops cooked at lunch lighter than the scallops cooked for dinner?” I brought in teams of experts to work specifically on these problems.
• Seminar selling. Seminar selling is often educational in nature. In the “old days,” seminar selling was often held in a hotel meeting room. For example, attorneys put on an educational seminar about wills and trusts. When they were done with the seminar, they sold their services. These days a lot of seminar selling is done via “webinars.” A salesperson presents educational material via a live stream over the internet, and when they are done, they sell their services.

Now that we have a handle on the most common selling situations, we must determine which sales presentation methods we will use for our presentation.

Your sales presentation is a combination of persuasive verbal and visual communications of your business proposition that will solve a customer’s problem. Although to deliver a compelling presentation, you also need to match the presentation method to the specific buying situation.

There are four basic presentation methods most salespeople need to master. They are the

• persuasive selling,
• needs-satisfaction, and
• problem-solution method.

The primary difference between the methods is the percentage of time the salesperson is speaking. In the memorized and persuasive selling methods, the salesperson dominates the conversation. In the needs-satisfaction and problem-solution methods, both the salesperson and buyer share in the conversation.

You can think of these methods as being on a continuum from highly structured to completely customized.

The memorized sales presentation method is the most highly structured method. The salesperson does 80-90% of the talking. The buyer’s participation is generally limited to responding to questions posed by the salesperson.

The memorized presentation is a “canned” presentation; delivering the same basic presentation to every prospective buyer. The salesperson discusses the same features and benefits hoping they will stimulate the buyer’s interest.

The most common use of memorized presentations today is door-to-door and telephone sales.

The memorized presentation method has several advantages.

• It increases the confidence of inexperienced salespeople.
• It ensures that a salesperson or entire salesforce delivers the same features and benefits to prospective buyers.
• It is most efficient when selling time is short.

Drawbacks of the memorized presentation include:

• It is impersonal.
• It may present features and benefits that mean nothing to the buyer.
• It has limited participation with the buyer and, therefore, may be perceived as a high-pressure sales presentation.
• It is not effective for complicated selling situations or technical products.

Persuasive Selling

The persuasive selling presentation method is a powerful tool for both new and experienced salespeople. It is less structured than the memorized presentation. The salesperson typically controls the approach and beginning of the presentation but then engages the buyer more and more as the presentation continues.

The persuasive selling method has several advantages.

• It provides an opportunity for more buyer/seller interaction.
• It provides a logical framework and flow of information.
• It allows the salesperson to handle anticipated questions and objections.

The primary drawback of the persuasive selling model is that the structure is less flexible than the need-satisfaction or problem solution methods. Its more formal structure makes it less suitable for complex selling situations.

With the persuasive selling method, the presentation follows a formula or outline. A typical outline for a persuasive selling presentation includes five steps.

Summarize the Situation

State your idea, explain how it works.

• Reinforce the Key Benefits

Suggest an Easy Next Step

Summarize the situation that leads to the purpose of your presentation.

For example , “Last time we met, you mentioned needing to increase sales by 5%. Is that still the case?”

State your idea regarding a solution in clear, simple terms.

For example , “My idea is for you to feature Product X in your advertising and support the feature with a display.”

Share the details of your proposal. Include information about the product, pricing, timing, and etc., so the buyer understands how your proposal will solve his/her problem.

For example , “We know features and displays on Product X increase sales volume by 5x. I suggest you feature Product Super Duper Extra Large Size in your feature on (date). I will come in the week before the ad and build a display for you.”

Reinforce Key Benefits

Reinforce the key benefits by restating why your proposal solves the buyer’s problem. Focus on the key benefit(s) that are most important to the buyer.

For example , “As I said, a feature and display of Product Super Duper usually has a significant impact on sales. I estimate your sales will increase to (estimate) during the week of the feature and display.

Close the sale by suggesting the next steps, which are needed so you can successfully follow through in your proposal.

For example , “If you submit Product Super Duper for a feature on (date), I will order X number of cases of Super Duper to arrive the week before the feature. Then, on the day before the ad breaks, I will come in and build a display for you.”

Need-Satisfaction

The need-satisfaction presentation method is the most difficult to master. The entire presentation is often a back and forth conversation between buyer and seller. For this reason, the salesperson needs to be able to adapt their style and the information they convey to the seller throughout the presentation.

The need-satisfaction method has several advantages.

• It is highly flexible and customizable.
• It is particularly well-suited for the sale of complex, highly technical products.
• It is most effective at uncovering and prioritizing buyer needs.

The primary drawback of the needs-satisfaction method is the open-ended conversational nature of the presentation process. This makes it a difficult method for less experienced salespeople to master.

As the name suggests, the salesperson begins by discussing the buyer’s needs, then clarifies and summarizes the buyer’s greatest need, and finally, demonstrates how their product will meet the buyer’s needs.

Need Development

The presentation begins with the salesperson, asking a probing question to begin the process of ascertaining buyer needs. The salesperson asks a series of these probing questions to understand as much as possible about all the buyer’s specific needs and problems.

It is not uncommon for half or even more of the presentation time to be spent in the need development phase.

For example , a probing question for a computer salesperson is, “What tasks do your employees use your computers for? Or, “What software do the people in your company use the most?”

Need Awareness

Once the salesperson understands the buyer’s needs and problems, it is time to narrow down the needs/problem to the most important one to solve. The salesperson should then restate the need/problem and confirm with the buyer.

For example , “From what you’ve told me, the biggest problem your accounting staff has is they need to be able to see what people in other departments are spending. They use the Super Deluxe Accounting software package, but they are not on the same network, so they cannot see what various departments are spending. Is that correct?”

Need Fulfillment

The need fulfillment stage is the final phase of the needs-satisfaction presentation method. In this stage, the salesperson demonstrates how their product will meet the buyer’s needs or solve their problem.

For example , “I can certainly understand the importance of having your accounting staff computers networked with common software so they can see what each department is spending. My company makes an internet hub specifically designed to link seamlessly all the computers in the accounting department. It is fast, reliable, and is expandable so it can grow as your company grows. I suggest our training team come in and train your accounting department the week before the technical crew installs the new system Is next week good for the training or would the following week be better?”

I’ve used the needs-satisfaction method numerous times throughout my career.

Often, with complicated situations, I’ve had to spend an entire appointment on just needs development and needs awareness phases. When this happens, I will take the time between appointments to think through all the buyer’s needs/problems and select the best features, advantages, and benefits. Then in my next meeting with the buyer, I will use the persuasive selling method to present my solution because I already know the problem I need to solve for the buyer!

Problem-Solution

The problem-solution presentation method is a completely flexible, customized presentation that requires full engagement between buyer and seller. It is like the need satisfaction method because it is designed to uncover specific buyer needs or problems and then provide the appropriate solution. The primary difference is the problem-solution method is designed to handle a situation where the buyer may not even understand the problem or know how to solve it.

The problem-solution presentation method has several advantages.

• It is highly flexible and completely customizable.
• It is best suited for highly complex technical situations.
• It provides an in-depth analysis of specific needs or problems.

The problem-solution presentation method also has several disadvantages.

• Its complexity makes it difficult for inexperienced salespeople to manage the entire process.
• It is time-intensive, often taking several appointments involving multiple disciplines, over a period of weeks or even months.

Multiple Steps are Needed

The problem-solution presentation method consists of multiple steps. Here are eight steps I follow using the problem-solution presentation method.

• Agreement between buyer and seller to complete the analysis.
• Assemble the seller team and identify the customer’s mirror team.
• Agree on a timeline and the scope of the analysis.
• Conduct the actual analysis.
• Form conclusions and recommended courses of action based on the analysis.
• Develop the sale presentation based on the analysis, conclusions, and recommended course of action.
• The sales team delivers the sales presentation to the customer mirror team.
• Implement the agreed-upon actions.

I can’t give you a verbatim example of a problem-solution presentation, or this article would likely run several hundred more pages than you would want to read! However, I can give you an example of a situation where I used the problem-solution method.

I was in a role where I led teams of salespeople, finance, and product supply experts to analyze entire departments of a grocery store. The goal was to maximize department profits by optimizing the product assortment and layout of the department.

The analysis required the retailer to provide months’ worth of detailed financial and volume information for every product carried in the department. We combined their information with complicated psychographic information to determine the mix of products that would maximize profits and customer satisfaction. Then, with the optimized assortment, we designed shelf layouts that incorporated each product in its most logical and efficient location.

Once the analysis, conclusions, and recommendations were developed, we assembled all the information in presentation notebooks. With all the data these presentations typically ran over 100-pages!

Finally, when everything was printed, our selling team comprising of salespeople, finance, and product supply folks, presented to the customer’s mirror team. Often these presentations ran over two hours.

Once all the agreements were made, we established implementation teams responsible for making the changes in every store.

All-in-all it was not uncommon for this process to take 2-3 months for every retailer we worked with. However, we only committed to this kind of work when there was a significant long-term upside for our company! Given all the time, energy, and expertise to do the analysis and make the presentation.

Both the need-satisfaction and problem-solution presentation methods may involve presenting to a group of people. So next, let’s look at some of the nuances of presenting to groups.

There are two types of group presentations I participated in or delivered over the years. One type is what I call the one-to-many, where I present to a customer’s group. The other type and the one I liked the most is the many-to-many, where a group from the seller company presents to a group from the buyer company.

Delivering successful group presentations is complicated because many people are involved, you cover a lot of material, and the material itself is usually complicated.

I can’t possibly cover everything about running a successful group meeting in this article. Nonetheless, there are a few basics you must understand to conduct successful group presentations.

Get plenty of space

These group presentations are often conducted in a large meeting or board room. There’s nothing worse than stuffing 15 people into a room that holds ten.

Arrange for more time than you think you’ll need

If you need 90 minutes, ask for two-hours. No executive will complain if you finish 30 minutes early, but you stand the risk of losing people if you go over your allotted time.

The more people, the more structured the presentation method. Controlling the attention of any large group requires a presentation that is highly structured and organized.

Start with introductions

Chances are individuals who know each other, but not everyone else in the room, so start with simple introductions of name and role.

Publish an agenda

Let the people know what will be covered and in what order. This is also a perfect time to let people know what to expect for the rest of the meeting.

Have a designated question and answer time

Open questions and answers throughout a presentation with large groups are too distracting. If there are major sections to your presentation you can have a question and answer session for each section. Otherwise, you may elect to have one question and answer section at the end of the presentation.

Assign a timekeeper

For very complicated, long presentations, have someone on your team serve as a timekeeper to help keep you on track and from going over your time limit.

Appoint a designated note-taker on your team

The note taker needs to capture key comments, questions, and agreements for reference later.

Get engagement and agreement as you go

I know I said not to have open questions and answers throughout the presentation, but that doesn’t mean you make the presentation like a robot from the front of the room. If you see head nods, ask if they agree. If you see someone with a concerned or quizzical look on their face, ask if they have a question. If the issue is simple, handle it. Otherwise, say you’ll answer their question in just a moment (or in the Q&A at the end).

Focus on benefits

Talk about and reinforce the key benefits of your solution throughout your presentation. If there is a product supply person in the room, mention the benefits that accrue to that department. If there is a finance person talk to them about financial benefits. And so on! Make sure every person in the room hears the benefit of the proposal as it pertains to them!

Summarize the benefits

Just as you’re getting ready to close, summarize, or restate the key benefits you mentioned throughout your presentation. Again, make sure everyone hears the benefit that your solution brings to them in their work!

These tips are just the basics of running a successful group presentation. I can’t guarantee your success by following them, but I can just about guarantee failure if you ignore any of them!

As you approach the close, you will almost certainly have points the buyer wants to question or negotiate. So next, let’s talk a little bit about how to set yourself and your team up for successful negotiations.

I knew a few salespeople over the years who had a “take it or leave” attitude. They had one proposal, and one way of doing business and they were prepared to walk away from business if the buyer didn’t meet all their demands.

On the other hand, I also ran across a few customers who had a “take it or leave it” attitude. They made whatever demands they felt they could get away with pressuring suppliers to meet their demands. They figured if one supplier didn’t meet their demands the next supplier probably would.

I didn’t like working with either sellers or buyers who took that hardline approach.

In my opinion, a relational salesperson should be prepared to negotiate whether you are talking to a single buyer or a buying group. Over the years, I found the trick is to plan your points of negotiation ahead of time. By planning ahead of time you’ll know where you can compromise and where you cannot.

For example , you should know:

• What extra services can you provide that competitors do not?
• Is your price firm, or is there some flexibility?
• Are there payment terms or a payment plan?
• Can you provide any free services (like training) or equipment upgrades?
• Can you offer flexible delivery dates?

At Procter & Gamble (and most other large companies), our prices and terms were fixed, so I had to create negotiating flexibility in other ways. I could easily offer different shipping dates, different quantities and product assortment, and in some cases, product training.

The point is that I was clear about the things I could not negotiate. Likewise, I clarified that I was happy to negotiate where I had flexibility.

So far, we have covered the five most common selling situations and the four presentation methods. Now, it is time to determine which presentation method is best for you and your situation.

Your selling objective is the starting point in deciding which presentation method to use. If you are making a sales presentation, you will take a different approach than if your objective is to gather the information you can use later to develop a sales presentation.

Generally speaking, if you are making a sales presentation, the memorized or persuasive selling method is best. However, if you need to understand buyer priorities or uncover buyer needs or problems then the needs-satisfaction or problem-solution methods are best.

Yet, there is no single best method. When selecting your presentation method you must consider

• the experience of the salesperson,
• your objective,
• the nature of the product,
• the information about the buyer’s need or problem,
• and a host of other variables.

We’re Not Done with our Sales Presentation!

Although we’ve made a lot of progress, we’re still not ready to see the buyer yet!

Sure, we’ve done our prospecting, some approach planning, and we’ve decided on a presentation method. However, we still need to create that all-important presentation! In the next article, we’ll take a hard look at the important elements we must include in our presentation.

The Ultimate 10-Step Sales Presentation Series

Step4: The Presentation is the fifth in a series of articles, which have been created to teach you how to craft and deliver the Ultimate Sales Presentation in 10-Steps.

If you missed a prior article in this series or you want to review one again, you’ll find them here:

Kick-Off: The Ultimate 10-Step Sales Presentation

Step 1: Customer Prospecting

Step 2: Pre-Approach Planning

Step 3: The Approach

Step 4: The Presentation – Part 1 (you’re here)

Steps 5-10: Coming soon. A new article releases every two weeks.

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Category: Salespeople

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How to Leverage the Trial Close in Your Ultimate Sales Presentation

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Formula Selling

Formula selling is an approach in which the sales presentation is designed to move the customer through the stages in the decision-making process such as get the customer’s attention, develop interest, build desire, and secure action ( AIDA ). [1]

• Hierarchy of effects model
• ^ American Marketing Association, AMA Dictionary.

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How to Create a Winning Sales Presentation?

Discover essential elements for a powerful sales presentation. Learn what to include to win clients over. Read our expert tips now!

Welcome to the world of persuasive communication! Whether you’re a seasoned sales professional or just stepping into the realm of selling, mastering the art of a compelling sales presentation is essential. In this guide, we’ll explore the key elements of a successful sales presentation that can help you win over clients and close deals effectively.

What is a Sales Presentation?

A sales presentation is a structured communication process used to showcase a product, service, or idea to potential clients or stakeholders. It’s your opportunity to make a strong impression, convey your message clearly, and persuade your audience to take action. Sales presentations can be used in various settings, including:

Sales Pitches: When you’re selling a product or service to potential customers.

Investor Meetings: When seeking funding or investments for your business.

Board Meetings: To update key stakeholders on company performance and strategy.

Product Launches: To introduce a new offering to the market.

A sales presentation is your chance to shine and demonstrate why your offering is the best solution for your audience’s needs.

What Slides Should Be Included in a Sales Presentation?

Introduction slide.

The introduction slide sets the stage for your sales presentation. It’s your first opportunity to engage your audience, so make it count. Here’s how to craft an effective introduction:

Importance: ‍

• This slide grabs your audience’s attention right from the start.
• It introduces yourself and your company, establishing credibility.
• It provides a brief overview of what to expect in your presentation.
• A few sentences are enough to introduce yourself and your company.
• Include your company logo or a relevant image to make the slide visually appealing.
• Begin with a welcoming and friendly message to create a connection with your audience.

Problem Slide

The problem slide is where you acknowledge the challenges or pain points your audience faces. It’s crucial for building empathy and demonstrating that you understand their needs.

• It establishes a common ground with your audience.
• It shows that you’ve done your homework and understand their pain points.
• It creates a sense of relevance and urgency for your solution.
• Phrase the problems in a way that resonates with your audience.
• If available, use data to quantify the issue’s severity.
• Explain how these problems affect your audience personally or professionally.

Solution Slide

The solution slide is where you introduce your product or service as the answer to the problems you’ve identified. This is where you transition from issues to solutions.

Importance:

• It showcases the main benefit of your presentation — your solution.
• It demonstrates how your offering directly addresses the pain points discussed earlier.
• It piques the audience’s interest and curiosity.
• Clearly outline how your solution solves the problems.
• Incorporate images or graphics to represent your offering visually.
• Mention unique features or advantages that set your solution apart.

Product Slide

The product slide is where you provide a deeper dive into your offering. You should elaborate on your product or service’s features, specifications, and advantages.

Importance :

• It gives your audience a comprehensive understanding of what you’re offering.
• It helps potential customers visualize how your product works or what they’ll experience.
• It builds confidence in the quality and effectiveness of your solution.
• Visual aids make complex concepts easier to grasp.
• If applicable, include case studies or testimonials.
• Explain how your product benefits the end user.

Emotion Factor Slide

The emotion factor slide aims to create an emotional connection with your audience. It’s where you share stories, testimonials, or experiences that evoke emotions related to your product or service.

• It humanizes your presentation, making it relatable and memorable.
• It taps into the emotional aspect of decision-making, influencing your audience’s feelings.
• It reinforces the idea that your solution can genuinely improve lives or situations.
• Narrate a real-life scenario that highlights the emotional impact of your solution.
• Share quotes or anecdotes from satisfied customers.
• Paint a picture of the positive future your solution can bring.

The cost slide is where you address pricing and any associated expenses. Being transparent about costs helps build trust and manage expectations.

• It prevents surprises and potential objections related to pricing.
• It allows you to highlight the value your solution offers in relation to its cost.
• It shows respect for your audience’s budget considerations.
• Use straightforward language and visuals to outline pricing structures.
• If applicable, provide different packages or payment plans.
• Explain how the benefits outweigh the costs.

Closing Slide

The closing slide is your final opportunity to persuade your audience to take action. Summarize your key points and encourage your audience to engage or make a decision.

• It reinforces the main takeaways from your presentation.
• It guides your audience toward the desired action, whether it’s making a purchase, scheduling a follow-up, or requesting more information.
• It leaves a lasting impression, ensuring your message lingers in your audience’s minds.
• Tell your audience precisely with CTA what you want them to do next.
• Remind them of the value they’ll receive by taking the desired action.
• Conclude with a motivational message encouraging action.

8 Sales Presentation Tips

Tip 1: know your audience.

Understanding your audience is paramount. Research their demographics, preferences, and challenges. Creating audience personas will guide your content creation. Use relatable language and examples that resonate with your audience.

Tip 2: Practice

Rehearse your presentation multiple times to build confidence and perfect your delivery. Practice in front of a mirror or record yourself for self-assessment. Conduct mock presentations with colleagues for valuable feedback. Memorize key points while maintaining a natural, conversational tone.

Tip 3: Engage with Visuals

Incorporate visuals like images, charts, and graphs to enhance clarity and engagement. High-quality visuals simplify complex information, making your presentation more appealing and memorable. Strike a balance between text and visuals to avoid overwhelming your audience.

Tip 4: Tell a Compelling Story

Weave a captivating narrative throughout your presentation. Start with an engaging opening story or anecdote. Utilize storytelling techniques like conflict, resolution, and character development. Conclude with a memorable takeaway that reinforces your narrative.

Tip 5: Address Objections

Anticipate and proactively address potential objections during your presentation. List common objections related to your offering and prepare persuasive responses. Address objections at relevant points in your presentation to build trust and reduce skepticism.

Tip 6: Use Concise Language

Keep your language concise and avoid jargon. Simplify complex concepts to enhance comprehension. Use straightforward, easy-to-understand language to ensure your message is clear and accessible.

Tip 7: Engage Your Audience

Encourage audience engagement throughout your presentation. Ask questions, seek opinions, or conduct interactive polls. Engaging your audience maintains their interest and involvement in the discussion.

Tip 8: Rehearse Timing and Pacing

Pay attention to timing and pacing. Ensure your presentation flows smoothly within the allotted time. Practice transitions between slides and sections to maintain a seamless and engaging experience for your audience.

Common Mistakes to Avoid

• Overloading Slides with Text: One of the most common mistakes in sales presentations is the excessive use of text-heavy slides. Use concise bullet points, compelling visuals, and minimal text to convey your message effectively. Emphasize key points, and let your spoken words complement, rather than duplicate, what’s on the slides.
• Neglecting to Rehearse: Failing to practice your presentation can lead to performance anxiety and a lack of confidence when presenting. Rehearsing is essential for refining your delivery, timing, and overall presentation skills.
• Ignoring Audience Engagement: A sales presentation shouldn’t be a one-way conversation. Neglecting to engage with your audience can result in disinterest and detachment. To keep your audience actively involved, encourage questions, ask for opinions, and incorporate interactive elements.
• Not Personalizing the Presentation: Generic, one-size-fits-all presentations rarely resonate with diverse audiences. Personalize your content to address your audience’s specific needs, pain points, and interests to make a lasting impact. Tailor your examples and solutions to their industry or situation, showing that you’ve done your homework and genuinely care about their concerns.
• Being Overly Salesy: A common turn-off in sales presentations comes across as overly aggressive or solely focused on closing a deal. Instead of relentlessly pushing your product or service, prioritize providing value and solving problems for your audience.
• Lacking Clarity and Structure: Presentations that lack a clear structure and logical flow can confuse your audience. Start with a well-defined structure that includes an introduction, main points, and a conclusion.
• Neglecting Visual Appeal: Visual appeal matters in a presentation. Poorly designed slides, inconsistent visuals, or an absence of images can diminish your audience’s interest. Visual aids, when used effectively, enhance understanding and engagement.
• Not Addressing Objections: Ignoring objections until the end of your presentation can leave your audience skeptical. Proactively anticipate common concerns or objections related to your offering and address them as they arise during your presentation.
• Overwhelming with Data: While data can be persuasive, an overload of statistics, charts, and figures can overwhelm or bore your audience. Use data strategically, focusing on the most relevant and compelling points that support your message.
• Exceeding Time Limits: Going over your allotted presentation time can frustrate your audience and disrupt your overall message. Pay attention to pacing and transitions to maintain a smooth flow while staying within the time limits.

How PitchBob Can Help

PitchBob offers a range of tools and services designed to empower entrepreneurs in their sales endeavors:

• AI Pitch Deck Creator: ‍

Use our AI-powered tool to quickly create compelling pitch decks with professional visuals and impactful content. Elevate your presentations, impress potential investors, and increase your chances of securing funding.

• Improve Your Current Pitch Deck: ‍

Receive expert feedback and recommendations to enhance your existing pitch deck , making it more persuasive and engaging. Our expert insights will help you transform your current pitch into a winning one.

• Pitch Deck Evaluation & Feedback Tool: ‍

Get detailed insights into your presentation’s strengths and areas for improvement, ensuring it resonates with your audience. Our tool gives you a clear roadmap for enhancing your pitch’s effectiveness .

• AI VC Coach:

‍ Access personalized coaching to refine your pitch delivery, boost confidence, and convey your message effectively. Our AI VC Coach provides valuable guidance tailored to your unique presentation style.

• AI Business Plan Generator:

Effortlessly generate comprehensive business plans , saving time and ensuring a professional structure. Create strategic business plans that impress stakeholders and guide your company’s growth.

• Investor Outreach:

Connect with potential investors and partners through our extensive network, facilitating introductions and connections. Our platform opens doors to valuable opportunities for your business.

• Sales Outreach:

Streamline sales outreach with our automation solutions, simplifying lead generation and email marketing. Our automation tools empower you to focus on building relationships and closing deals more effectively.

PitchBob’s tools and services are designed to save you time and increase your chances of success. We’re continually innovating to provide even more support to entrepreneurs like you.

In conclusion, a winning sales presentation requires careful planning, a deep understanding of your audience, and the right tools and techniques. By following the structure outlined here and incorporating our tips, you’ll be well on your way to creating presentations that captivate, persuade, and ultimately lead to successful outcomes.

Remember, a great sales presentation isn’t just about showcasing your product; it’s about creating a memorable experience for your audience. Practice, refine, and adapt your approach to improve your presentation skills continually. Now, armed with this knowledge, go out and confidently conquer your next sales presentation!

Disruptive Partners OÜ Harju maakond, Tallinn, Kesklinna linnaosa, Tornimäe tn 3 / 5 / 7, 10145

PitchBob, Inc 2261 Market Street #10281 San Francisco, CA 94114

Single-artist stands punch above their weight at Frieze New York

The gallery presentation format brings sales—and more—amid broader market tightness.

Silverlens Galleries has dedicated its stand to the work of the late Filipino American painter Leo Valledor Steven Molina Contreras

Cautious, conservative, challenging, difficult, safe, selective, uneven, unsettled—the adjective of choice may vary, but the message about the state of the art trade entering May 2024 is the same almost no matter whom you talk to. The conventional wisdom says that dealers operating in this environment would be wise to spread out their bets across any art fair stand they present, foregoing monolithic presentations in favour of offering works by a diverse cross-section of the artists in their programmes.

Yet a noteworthy share of the exhibitors at Frieze New York have done the opposite. Counting the Focus section, which is themed around single-artist presentations, 24 of the 64 stands at this year’s fair—around 40%—are presenting works by only one artist. (The total number of exhibitors is higher because some dealers have teamed up to share space and costs.) This group features ten of the 30 dealers with stands on The Shed’s main floor, including such heavy hitters as Gagosian, Gladstone Gallery and Gallery Hyundai.

Strong demand: paintings in a new series by Alex Katz, at Gladstone’s stand, are priced between $110,000 and $1.5m; several were placed as of Thursday Steven Molina Contreras

The prevalence of solo stands seems counterintuitive more than four months into a year that has provided little of the economic relief that many analysts anticipated. Underscoring this fact was the announcement by United States Federal Reserve chair Jerome Powell, just before Frieze New York opened to VIPs on Wednesday, that the Fed’s benchmark interest rate would remain in the 5.25% to 5.5% range, a roughly two-decade apex, for the ninth consecutive month.

Nevertheless, dealmaking at the fair has proven steady, particularly for a cross-section of dealers who went all in with a single artist. It was no surprise that Gagosian sold two of the four large-scale Sterling Ruby paintings anchoring its stand and “a number of” smaller collages by midday on Thursday, according to a gallery spokesperson; sources say prices were $550,000 for the former and in the tens of thousands of dollars for the latter. But Gallery Hyundai also found buyers for “more than ten works” by the Korean conceptualist Seung-Taek Lee priced between $35,000 and $100,000 each, a Frieze spokesperson says, and Kukje Gallery quickly sold out its stand of new works on paper by Haegue Yang, at prices from €27,000 to €42,000.

We want to give our artists a chance to develop a solo body of work in a commercial setting that they couldn’t do in the gallery Jonathan Horrocks, director, Stephen Friedman

The counterintuitive prevalence and commercial success of single-artist stands is worth noting. But fixating purely on the dollars and cents would obscure the multifaceted considerations leading to their proliferation in a market that casts them as risky.

Strategy beyond sales

“You have to decide what the goal of a fair is,” says Katey Acquaro, a director at Silverlens Galleries of Manila and New York. “Some are great platforms to sell a variety of your artists. Others, like Frieze New York, are great for establishing an artist.”

Silverlens’s stand on the main floor centres on paintings and works on paper by Leo Valledor (1936-89), an important Filipino American painter of hard-edged abstractions. The display of large canvases, on offer for $60,000 to $120,000 each, doubles as both an introduction to the artist and the gallery’s latest touchpoint to advance a larger story about Filipino American Modernism.

At Frieze New York in 2023, Silverlens presented a solo stand of works by Carlos Villa (1936-2013), Valledor’s closest friend who blended Western aesthetic concepts with Filipino and global Indigenous iconographies. The stand, which followed a travelling museum retrospective on Villa, also set up a show four months later at Silverlens’s New York location that put his work in conversation with Valledor’s. The solo stand on Villa one year ago, Acquaro says, “started all kinds of institutional conversations that continue here” at Frieze New York in 2024. She adds: “Every artist needs sales, but they also need a long-term plan, especially institutionally.”

Since institutional projects and acquisitions often take years to blossom, certain fairs can function as vital gears to keep the conveyor belt moving. Frieze New York is one of these, partly because of the high concentration of curators who call the Empire City home. As one dealer (who asked not to be named) said on Wednesday, “Some curators always travel to other fairs, obviously. But so many of them live here. They’re not going to not show up in their backyard.”

Solo stand spectrum

Not all solo stands are created equal, even if assessed in strictly commercial terms. One case study is Stephen Friedman’s stand of new sculptures by the 34-year-old London-based artist Holly Hendry. Since she is best known for large outdoor commissions, including those recently unveiled at London’s Hayward Gallery and Temple Underground station, the gallery “wanted her to focus on domestic works” for Frieze New York, says Stephen Friedman director Jonathan Horrocks. The results were several wall sculptures and one larger, table-based work, all of which incorporate multiple materials to “lift a lid on the body” in a delightfully cartoonish way.

Holly Hendry’s small-scale works sold out at Stephen Friedman’s stand Steven Molina Contreras

At Art Basel in Switzerland, Horrocks says, the gallery typically offers a range of works priced from the entry level “to the millions”. But Friedman tends to present solo stands at Frieze fairs, which the gallery finds to be “more focused”. This year, the larger conditions in the trade further refined the strategy. “Because of the market, we brought works at a lower price point than we’d normally bring,” he adds. The wall works were available from £6,500 to £15,000 each; the full complement had sold out by mid-afternoon on Wednesday.

“We want to give our artists a chance to develop a solo body of work in a commercial setting that they couldn’t do in the gallery,” Horrocks says of the gallery’s thinking about solo stands. “Of course, we want to make money at the end of the day, but this is really more of a curatorial endeavour than anything.”

As a counterpoint, consider Gladstone’s Frieze New York stand devoted to a new series of paintings by Alex Katz, a universally acknowledged titan working monomaniacally through his twilight years. In the month leading up to the fair, Katz created the works to investigate the optical phenomena of afterimages, which he believes informed Matisse’s famous The Red Studio (1911). The (mostly) monumental, fiery orange-and-white canvases are “in line with his paintings of trees in the past year or so: extremely reductive, bold, bright-coloured,” says Gavin Brown, now almost four years into his partnership with Gladstone.

Given the enthusiastic market demand and institutional acclaim for Katz’s work, it would be a stretch to consider offering a solo stand of his new paintings at a high-end trade fair a complete leap of faith. The works are priced from $110,000 to $1.5m, and several had been placed by midday on Thursday, Brown says. But neither is it an exercise in calculated strategy.

“Fairs are kind of improvisatory things,” he says. “Often you have an idea, but then when something like this comes around, you throw that out.” He adds that, at age 96, Katz “is not interested in whether people see the work when he’s no longer around”. Gladstone’s presentation at Frieze thus qualifies as “a somewhat unique circumstance, because you have a painter who is not withholding. He has nothing to lose. He says, ‘When’s the next time people can see this?’ The next opportunity was Frieze art fair.”

But what about the notion that, on average, group presentations are safer bets for dealers in an unforgiving economic climate? “That’s totally true, especially if you’re coming from out of town and have a lot of shipping costs and whatever. With a hometown fair, you can take a different approach,” says Brown, whose uncanny talent for turning stands into memorable events was instrumental to building his reputation as a dealer.

“The art fair as an animal is inherently conservative, and if you react to it conservatively, then the next time you have to go even further. It feels like that’s already happened. What I’m more interested in is how we got here.” This year’s Frieze New York suggests that, to go elsewhere, less really may be more.