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

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

7 Types of Slides to Include In Your Sales Presentation

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

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

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

So what can you do to make your offer compelling?

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

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

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

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

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

the psychology behind a sales presentation

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

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

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

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

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

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

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

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

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

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

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

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

Here are some further techniques used during the sales presentation:

Tactic #1: Use Simple Graphics

Use simple graphics to convey meaning without text.

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

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

Tactic #2: Use Icons

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

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

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

Tactic #3: Include Statistics

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

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

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

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

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

sales presentation

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

sales presentation

Before : Customer’s needs when they came on

After: What your company accomplished for them

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

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

Tactic #1: Use Graphics/Diagrams

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

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

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

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

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

Tactic #3: Use Visual Examples

Follow up your descriptions with visual examples.

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

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

Which is more effective for you?

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

sales presentation

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

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

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

sales presentation

Can you feel it?

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

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

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

Here are more tactics to inspire sales presentation ideas:

Tactic #1: Personalize Your Final Slide

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

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

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

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

Tactic #2: Pair Outcome Statements With Icons in Circles

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

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

Tactic #3: Include Specific Success Metrics

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

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

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

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

This means you need to cut to the chase fast.

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

sales presentation

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

sales presentation

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

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

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

sales presentation example

Ever heard of the Focusing Effect?

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

Easy choice.

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

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

Tactic #1: Tell a Story

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

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

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

Tactic #2: This vs. That

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

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

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

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

commonthread

Zuora tells a story by:

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

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

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

Tactic #1: Use Logos and Testimonials

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

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

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

Tactic #2: Include White Space

Pad your images with white space.

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

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

Tactic #3: Incorporate Hard Data

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

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

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

Psychology tells us that seeing colors can set our mood .

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

red

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

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

canvaimage

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

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

Tactic #1: Include a CTA on Final Slide

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

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

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

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

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

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

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

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

sales presentation pitfalls

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

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

13 Steps For Creating Your Sales Strategy Presentation

office diagramm

But where do you start when it comes to putting one together?

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

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

questions

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

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

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

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

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

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

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

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

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

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

1. Start with an Overview of Your Company

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

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

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

2. Touch on Your Target Market

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

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

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

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

Sales DNA

3. Discuss the Value of Your Proposition

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

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

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

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

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

4. Consider Any Competitors

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

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

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

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

5. Outline Your Marketing Strategy

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

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

Your marketing strategy should include the following five elements:

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

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

6. Go Over Your Sales Process

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

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

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

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

7. Review the Current Sales Team Structure And Roles

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

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

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

8. Summarise Any Sales Materials Used

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

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

9. Talk Through Goals, Sales Metrics and KPIs

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

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

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

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

10. Explore Training and Development Requirements

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

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

11. Consider Any Budgeting Needs

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

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

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

12. End With Next Steps And Future Action Plans

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

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

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

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

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

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

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

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

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

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

ppt download

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

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

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

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

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

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

If you need any extra sales support for you or your team, please contact us for further information on our Sales Management Training and Account Management Training solutions.

Happy Selling!

Sean McPheat

Sean McPheat Managing Director MTD Sales Training

  • General Sales Skills

Updated on: 13 June, 2023

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15+ Sales Presentation Examples & Templates

Sales Presentation

Before we get into talking about the various sales presentation templates , you may be wondering what precisely a sales presentation is. Well to answer your query, a sales presentation, which is sometimes also called a sales pitch, is a selling method approach to a person or a company where the sales representative, with a pre-planned strategy, tries to persuade the buyer into buying their product or service.

It is basically an introduction of a service or a product to a customer who knows nothing about it, or a detailed explanation of the particular product/service to the customer(s) who have already expressed some interest in it. The sales representative gives an idea on the product/ service in either a formal or informal way as they think suits best. Here are 13+ sales presentation examples and templates.

Sales Presentation Examples & Templates

1. software sales presentation template.

software sales presentation template

  • Google Slides
  • Apple Keynote

Size: 113 KB

2. Subscriber Sales Presentation Template

subscriber sales presentation template

3. Sales Presentation Summary Sheet

sales presentation summary sheet

Size: 59 KB

 This template provides you with a sample sales presentation summary where the salesman named Sam Salesman is representing a company of a grain farm and livestock, whereby the company required him to promote their products through shows at local and state-level events. In this summary sheet, you will find ways to present your product effectively, its warranty, price, and other factors.

4. Sales Presentation Skills Example

sales presentation skills

Size: 459 KB

Are you are a budding sales professional who needs to put up a sales presentation shortly and is worried you might not have the required set of skills? This template will put an end to all your worries as it contains comprehensive details of a workshop for presentation skills for sales professionals like you, provided by Training Edge. In it, you will find a list of objectives that will be met in the workshop, so making use of the material mentioned will help you still. 

5. Winning Sales Presentation

winning sales presentation

Having acquired your sales presentation skills, the only job left to do is put forward or deliver a presentation that will not only win you the deal but also set an impression on your clients and your boss alike. This is a sample template of Baylor University which shows you how to do exactly that from scratch.

6. Sales Presentation Renovation

sales presentation renovation

Size: 853 KB

This template is an example by CharTech to show you how to improve and reinvigorate your sales  to make it appear more appealing to your clients. It will supply you with all their slides which you can follow as a script to build your own. It also has several tips for you to keep in mind while executing a sales presentation.

7. Dynamite Sales Presentation Example

dynamite sales presentation

Size: 284 KB

This template is a student’s guide on charismatic sales presentations; it contains several segments each of which has its own set of objectives for you to learn from and become better at sales presentation with careful study and practice.

8. Sales Meeting Presentation in PDF

sales meeting presentation

This template is a sample of a sales presentation of Oracle Marketing Cloud. In it, you will find ways to use the presentation on how to unify your data to reach your target audience and increase your company’s revenue with improved customer experience.

9. Sales Presentation Template

sales presentation template

Size: 700 KB

Creating a good presentation can be nerve-racking; this template can be useful in easing out the process for you. It suggests using technology to boost your presentation as well as helps you know your audience, among other factors. It chalks down the various points for you to consider while making one.

10. Business Sales Presentation Example

business sales presentation

Size: 175 KB

This template by The University of Arkansas briefs you on the ways to do a business presentation . It states who you should target as an audience, and how you should mark the superiority of the product that you will be selling, above all other competitors. 

11. Strategic Sales Presentation Template

strategic sales presentation

Size: 441 KB

If you are an experienced sales professional and are facing tough big deals then this template is for you. It is a ‘ Strategic Sales Presentations’ Fact Sheet; it is a workshop which is based on the book by Jack Malcolm of the same name. This workshop will help you face those challenges and overcome them.

12. Sales Presentation Checklist

sales presentation checklist

Size: 458 KB

This template is a sample Sales Presentation Checklist by Health Net Medicare Programs. The items on it are reminders that the producers or event managers need to cover during sales presentations. They are required to present these items to the consumer in a comprehensive format.  

13. Sales Presentation Example in PDF

visualizer sales presentation

Size: 963 KB

This template is an example of Visualizer Sales Presentation Tools where the various facilities that the visual aid provided by them to sales personnel are highlighted along with monetary benefits, operational and end-customer benefits mentioned under the executive summary of the presentation. 

14. Sales Presentation Skills Example

persuasive sales presentation

Size: 91 KB

The In-House Training Company has come up with a workshop to help improve your sales presentation skills and deliver persuasive presentations. If you are a budding newcomer in the sales department then you can use this template to help yourself prepare as well as design presentations.

15. Sales Presentation in PDF

sales presentation in pdf

This is an example of an event presentation by Effects ML17 which is the largest international conference for VFX and Animation industries. It charts down the various events that take place in the conference with the help of slides. They aim to help you improve sales by inviting many corporate whom you can impress with your on-the-spot sales presentation skills. You can look up this template to get an overview of how to prepare a sales presentation in the most effective and engaging manner.

16. Sales Presentation Worksheet

sales presentation worksheet

This template is a sample sales presentation worksheet which is presented in a questionnaire format. You should list down the topics you are considering to sell, the benefits of your product/service to the customer, their benefits, etc. You can use this template to review a sales presentation you might have already done, or prepare one that you intend to present shortly.

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22 Best Sales Strategies, Plans, & Initiatives for Success [Templates]

Discover sales strategy examples, templates, and plans used by top sales teams worldwide.

Editable-Sales-Plan-Template-Cover

FREE SALES PLAN TEMPLATE

Outline your company's sales strategy in one simple, coherent plan.

sales strategies initiatives and templates to plan your quarter

Updated: 10/17/23

Published: 10/17/23

A strong sales strategy plan creates the foundation for a cohesive and successful sales organization.

Sales strategies and initiatives also align salespeople on shared goals and empower them to do their best work — keeping them happy and successful, too.

Free Download: Sales Plan Template

In this guide, we'll dig into some sales strategies and initiatives that can help you generate more leads and close more deals. But first, let’s define what a sales strategy is.

What's a Sales Strategy?

Types of Sales Strategies

Building a Sales Strategy Plan

Inbound vs. Outbound Sales

Sales Initiatives

Sales Strategy Examples

What is a sales strategy?

A sales strategy is a set of decisions, actions, and goals that inform how your sales team positions the organization and its products to close new customers. It acts as a guide for sales reps to follow, with clear goals for sales processes, product positioning, and competitive analysis.

Sales Strategy: Cranney sales process graphic

Image Source

Most strategies involve a detailed plan of best practices and processes set by management.

Why is a sales strategy important?

A clear sales strategy serves as a map for the growth of your business. Your sales strategy is key to future planning, problem-solving, goal-setting, and management.

An effective sales strategy can help you:

  • Give your team direction and focus. Strategic clarity can help your sales reps and managers understand which goals and activities to prioritize. This can lead to improved productivity and outcomes.
  • Ensure consistent messaging. Your sales strategy can help your team deliver a consistent message to prospects, partners, and customers. This can increase both trust and effectiveness.
  • Optimize opportunities. Strong sales strategies will help you target the right prospects and customize your approach. This can help your team make the most of every sales opportunity.
  • Improve resource allocation. Your sales strategy outlines priorities and resources. In turn, this can help your sales team use their time, effort, and resources efficiently. This efficiency can boost your team's ability to focus on high-potential deals.

Let's cover some popular sales strategies — including inbound sales.

Sales Strategies

  • Increase online sales through social media.
  • Become a thought leader.
  • Prioritize inbound sales calls as hot leads.
  • Properly research and qualify prospects.
  • Implement a free trial.
  • Don't shy away from cold calling.
  • Offer a demonstration of the product.
  • Provide a personalized, clear end result.
  • Be willing to adapt your offering.
  • Close deals with confidence.
  • Nurture existing accounts for future selling opportunities.

1. Increase online sales through social media.

Social media is one of the most popular ways that people consume information these days. That’s why nine out of ten retail businesses are active on at least two social platforms. With the data on your side, increasing online sales through social media is attainable with some creative thinking and strategic planning.

Although it may be tempting to jump on the hottest social media trend or go where your competitors are, that probably won’t be your best choice. Time is precious and you’ll want to build your pipeline as efficiently as you can. So, be diligent about figuring out where your target customers are spending their time and meet them where they're most active.

Keep in mind that your tone and voice may need to adjust to the platform so that you can connect with your audience. You’ll want your content to blend in naturally with the platform and not seem out of place.

Featured Guide: 37 Social Selling Tips for LinkedIn

Download the Guide

2. Become a thought leader.

Sharing your advice, tried-and-true best practices, and niche expertise are some of the most long-lasting ways to build your personal brand and lend more credibility to your organization. I’m sure we all can agree that nobody wants to feel like they’re being sold to. Instead, it’s better to help people by offering solutions to their problems.

Thought leaders do exactly this, and it’s even been backed up by Edleman data . In its 2022 Thought Leadership Impact Report , Edelman found that "Thought leadership is one of the most effective tools an organization can use to demonstrate its value to customers during a tough economy – even more so than traditional advertising or product marketing, according to B2B buyers."

According to the study, 61% of decision-makers said thought leadership could be moderately or very effective at demonstrating the value of a company’s products compared to traditional product marketing. Additionally thought leadership becomes even more important during economic downturns with 51% of C-suite executives stating it has more of an impact on purchases.

So what’s the catch?

Not all thought leadership content is created equal. While it can positively affect a company, poor thought leadership can be devastating to a company’s sales goals. A quarter of decision-makers who answered Edleman’s previous survey reported that thought leadership content contributed to their reasons for not doing business with an organization . Ouch!

Before you plan a spree of LinkedIn posts to drive leads, consider who your audience is, what they need to know, and how your organization can help. And, it may not hurt to have a second set of eyes from your marketing, communication, and PR departments review your plan first to make sure everything is on-brand (and trackable!)

sales presentation pdf

Free Sales Plan Template

Outline your company's sales strategy in one simple, coherent sales plan.

  • Target Market
  • Prospecting Strategy

You're all set!

Click this link to access this resource at any time.

3. Prioritize inbound sales calls as hot leads.

There’s the age-old question: "Should I discuss product pricing with a prospect on the first sales call?" The honest answer is: It depends.

You and your sales team know your process front and back and if you’ve seen success with pitching with pricing first, last, or somewhere in between, stick with what’s working for you.

Besides that, your team should always prioritize those prospects who call into sales first. These hot leads are definitely interested in what you have to sell and want to know enough information about how it’ll benefit them before they make a decision.

By prioritizing talking to these prospects as soon as they call or send an email, you’re putting your best foot forward and showing them that you’re helpful, solutions-oriented, and considerate of their time. If it means closing the deal on the first call , there’s no harm in it so long as the customer has the information they need to make an informed decision.

4. Properly research and qualify prospects.

Even the strongest sales strategy can't compensate for targeting the wrong customers. To ensure your team is selling to the right type of customer, encourage them to research and qualify prospects before attempting to discuss your product. They'll find that more work on the front end can lead to smoother closing conversations later on.

Outline the criteria a prospect should meet to qualify them as a high-probability potential customer. This should be based on a prospect’s engagement history and demographics.

Featured Guide: 101 Sales Qualification Questions

Hubspot Sales qualification questions offer

5. Implement a free trial.

Offering a free trial or freemium version of your product is a highly effective way to convert prospects. HubSpot’s sales strategy report found that free trials were 76% effective followed by a freemium option with 69% effective in turning prospects into paying customers.

sales strategy example: graph showing popularity of free trial offerings

Free trials give potential customers the opportunity to test your product out before committing. You can place restrictions on your free version like limited features or usage caps. Besides offering prospects a risk-free chance to try your product, free trials also help build brand loyalty and expand your customer base. Prospects that have a positive experience using the free version will be more likely to convert to the paid version.

6. Don't shy away from cold calling.

In sales, cold calling is unavoidable. But it doesn't have to be miserable. There are a number of cold-calling techniques that really work, including our bulletproof cold-calling template . Have your sales team practice cold calls with one another before making actual calls; it'll boost their confidence and get them comfortable with the script.

7. Offer a demonstration of the product.

Pitching can be the make-or-break moment in a sales strategy. The sales pitch has to be a powerful, compelling presentation, but it also can't come on too strong lest you scare away the prospect.

Study the elements of a successful sales pitch and prove to prospects how they’ll benefit from making the purchase. Have your team practice amongst themselves, too. Better yet, test your presentations on a few loyal customers and gather their feedback.

8. Provide a personalized, clear end result.

When customers come to your business, they aren’t necessarily looking for a product or service, they’re looking for their desired end result. These customers want to purchase a means to improve their own operation, or simply improve their strategies with the help of your offering.

After you explain your product or service offering, you have to personalize the benefits to each client in a way that’s valuable to them.

If you’re selling customer service software to a small business that has no experience with one, it’s your job to educate them on its use in the setting of a small business, not to manage hundreds of employees in larger ones. By doing so they will have an easier time seeing how they can use it and spend less time debating what they’ll use it for.

By painting a clear picture of the end result, your customer will be able to see the value of the purchase and feel more inclined to accept the offer.

9. Be willing to adapt your offering.

In sales conversations, you should expect to come across clients with unique demands. It’s only natural when working with companies that have different structures and needs.

Instead of saying "you won’t" or "you can’t" — make sure your sales strategy is adaptable to accommodate the customer’s desire.

10. Close deals with confidence.

How you close a sale is just as important as how you start the conversation. Encourage clear, concise, and firm closing techniques to make sure your sales team sets the right expectations and delivers on their promises.

Keeping a list of proven, go-to closing techniques will help salespeople routinely win deals. Such techniques can include the now or never close, "If you commit now, I can get you a 20% discount," or the question close, "In your opinion, does what I am offering to solve your problem?"

Sales strategies offer, sales closing guide

Available for free is our downloadable Sales Closing Guide to improve your closing techniques and to close deals with confidence.

11. Nurture existing accounts for future selling opportunities.

Once a deal is done, there's no need for a sales strategy ... right? Wrong. Account management is an incredibly important part of the sales process, encouraging loyal, happy customers, and leveraging cross-selling and upselling opportunities .

After your sales team sees success with the sales strategy, form a partnership between your sales team and customer service/success teams. Ensuring customers’ continued satisfaction with your product or service will make them more likely to do business with your company again and even advocate for it.

Sales Strategy Types

Who is your sales strategy for.

The most important element when choosing the best type of sales strategy for your business is your customer .

Once you consider your customer needs, it's time to think about your sales team — the professionals who are responsible for closing deals.

Your sales strategy needs to offer a framework that attracts and engages prospects. At the same time, it needs to enable your team to build relationships that help them achieve sales targets.

For these reasons, a sales strategy shouldn't be one-size-fits-all. Every customer and team is different; so, each organization should draw up the type of sales strategy that works best for their needs.

Outbound Sales Strategy

In outbound sales strategies — the legacy system of most sales teams — companies base their sales strategy on the seller, not the customer.

Outbound sales processes often include cold calling, purchasing email lists, and other cold prospecting techniques. And daily success is often based on the quantity of connections, not the quality.

Outbound sales teams often rely on manually-entered data to monitor the sales pipeline and coach their salespeople. They may also run sales and marketing independently, which can create a disjointed experience for buyers.

Inbound Sales Strategy

In inbound sales strategies — the modern methodology for sales teams — companies base their sales process on buyer actions.

They automatically capture seller and buyer data to monitor the pipeline and coach salespeople. Inbound sales strategies connect to the three stages of the buyer journey — awareness, consideration, and decision. Then, sales reps will map their tactics to the right step in the customer journey.

Many popular types of sales strategies have a customer-centric approach, including:

  • Account-based selling
  • SPIN selling
  • Value-based selling
  • Consultative selling

Learn about these approaches and more in this post about customer-centric selling systems .

Another important point — the inbound methodology aligns sales and marketing, creating a seamless experience for buyers. Check out this post to learn more about inbound sales and how to develop an inbound sales process.

Inbound vs. Outbound Sales Methodology

In the past, buyers suffered through evaluating a product and deciding whether to buy it using only the information offered to them by the seller. Today, all of the information needed to evaluate a product is available online and buyers are no longer dependent on the seller.

If today’s sales teams don’t align with the modern buyer’s process and fail to add value beyond the information already available to them, then they’ll have no reason to engage with a sales team.

As mentioned above, inbound sales benefits buyers at each stage of the buyer process:

  • Consideration

inbound sales methodology sales strategy hubspot

Inbound sales teams help the buyer become aware of potential problems or opportunities and discover strategies to solve problems. Then, they evaluate whether the salesperson can help with a problem, which leads to that buyer purchasing a solution to their problem. Inbound sales reps are helpful and trustworthy, creating partnerships rather than power struggles.

Not sure how to get started with inbound selling? Every sales team should have a sales strategy plan outlining its goals, best practices, and processes designed to align the team and create consistency.

Keep reading to learn how to create a sales strategy plan for your team.

Sales Planning: Building a Sales Strategy Plan

Now that you have the template you need, let's go over how you can build a sales strategy.

How to Build a Sales Strategy

  • Develop organizational goals.
  • Create a customer profile that is tailored to a specific product offering.
  • Hire, onboard, and compensate sales team members adequately.
  • Create a plan to generate demand.
  • Measure individual and team performance.
  • Track sales activities.

To build a comprehensive sales plan, you’ll find the following activities helpful along the way:

1. Develop organizational goals.

Setting goals is a no-brainer for most sales teams. Otherwise, how else will you know you're executing the right activities for the best results? To develop clear organizational goals for your sales strategy:

Involve cross-departmental stakeholders.

When developing sales goals, avoid doing it in a silo. Get input from stakeholders across the organization since every department is held accountable to the company’s bottom line.

Create SMART goals.

SMART stands for specific, measurable, attainable, relevant, and time-bound. Setting SMART goals helps your team simplify and track complex or long-term sales goals .

For example, a specific, measurable, and time-bound goal could be to sell 150% of the projected sales quota in Q2. Your internal team will create this goal and can decide whether this goal is relevant and attainable.

SMART goals help reduce confusion when it’s time to review your strategy to see what worked and what didn’t. Attainability is also important, because unrealistic sales goals can impact team motivation.

Connect individual goals to organizational goals.

If you're creating a team-specific strategy, you may also want to set goals for individual team members. Building ownership and accountability into sales goals can help keep your team aligned. It also makes your sales strategy more cohesive.

2. Create a customer profile that is tailored to a specific product offering.

A detailed profile of the target customer — a buyer persona — is essential to an effective sales strategy. There are many ways you can create a useful buyer persona.

Find target markets and segments.

First, look at your industry as a whole. Get to know your ideal customer's company size, psychographics, and buying process. You may want to look at industry trends too.

Conduct market research to understand customer needs and preferences.

Next, do some market research. This template can help you streamline the process and understand which types of research will be best for your business.

You may also want to do some competitor analysis at this stage. Once you know the strengths and weaknesses of competing brands you can more easily find gaps that you can fill for specific customers.

Create a clear value proposition to attract your ideal customer to your product or service.

Your product offering should outline the product benefits. It should also use insights from your customer profile to emphasize features that solve your target customer's pain points.

Your business may already have a clear value proposition, but if not, you can use these free value proposition templates to draft one.

Quick tip : Be sure to schedule time to update and refine your buyer persona to make sure it aligns with current customer trends and expectations.

3. Hire, onboard, and compensate sales team members adequately.

To develop your sales strategy, you must have a powerful sales team in place.

According to HubSpot research, the churn rate for sales teams was about 35% in 2021 and 2022. But the ideal churn rate for most businesses is around 10%, a significant difference.

To create a supportive and successful sales team that can both support and enhance your sales strategy:

Create great processes for hiring new members of your sales team.

To begin this process, create a list of criteria for sales managers to screen for when interviewing candidates. A well-defined job description and competency framework are also useful. These tools can help your team with recruiting and retaining top talent.

Develop sales onboarding, training, and development programs.

Your training and onboarding program should prepare your sales team to sell effectively and efficiently. It should also help sales reps build advanced skills and industry knowledge.

But what if you don't have the resources to develop comprehensive training in-house? In these situations, think about combining organization-specific training with online sales training programs .

Create a motivational compensation and rewards plan.

Many organizations connect sales compensation to organizational sales goals. Regardless of what compensation plan you choose, make sure that it meets or exceeds industry expectations. It should also inspire your team to celebrate individual and team achievements.

4. Create a plan to generate demand.

This section should include a detailed plan for how to target potential customers to increase awareness of your offering. For example, using paid social acquisition channels, creating e-books, hosting webinars, and other strategies in this post.

Featured Resource: Sales Plan Template

Hubspot sales plan template offer

Download the Template for Free

As you create your sales plan, be sure to consider these tips:

Create targeted messaging and positioning for your target audience.

This positioning will help your team create a foundation for targeting your top audience. It will also help you choose the best channels and tactics for each campaign. This boosts your chances of increasing demand and qualified leads with each sales strategy.

Add clear goals and KPIs to your sales plan.

This step will help you stay motivated and track the effectiveness of your sales strategies. This approach can also help you change or update your strategies for effectiveness over time.

Create processes for lead nurturing and follow-up.

Once you've generated demand, it's time to convert. But not every lead generation opportunity translates to qualified leads or sales opportunities.

As you track your newly generated demand, find ways to align your processes with your buyer's journey. Then, use sales automation tools to manage leads and create personalized follow-ups. This can help every rep on your team send the right message at the right time.

Optimize your sales plan and process.

Build in time to review your metrics. Then, use A/B testing, customer feedback, and sales team insights to refine your sales strategy plan.

5. Measure individual and team performance.

Time to track! Once the infrastructure is set up, create a procedure for tracking performance on the individual, team, and company levels.

Tracking your efforts is imperative if you plan to optimize your processes and practices for growth in the future. Even if you’re just getting started setting benchmarks for the team, write those down and track your progress toward them.

Build useful metrics to track sales performance.

This measurement can take the form of quarterly KPIs, weekly dashboards, monthly reviews, or some combination of all three. It should also highlight the specific metrics that the team should focus on.

If you're not sure where to start, these KPIs can help you align performance expectations with sales goals :

  • Revenue targets
  • Sales quotas
  • Conversion rates
  • Lead-to-opportunity ratios
  • Average deal size
  • Pipeline velocity

Think about real-time performance tracking.

While business KPIs are useful for the long-term, fast-moving industries may need real-time tracking. To get an at-a-glance look at sales team performance, choose tools that can give you instant visibility, like Sales Hub .

Real-time insights can help you find and address issues more quickly. They also create opportunities for proactive sales performance management.

Create a process for sharing performance data.

With performance metrics, you have data that can help you offer constructive feedback and coaching to each member of your team.

Whether you offer one-on-one meetings, performance reviews, or team huddles, be sure to make space for these conversations. They’re a great way to understand performance gaps, offer guidance, and share best practices. This process also supports individual and team development.

It can also help you understand whether it’s your team or your strategy that needs extra attention.

6. Track sales activities.

Data is key to an effective sales strategy plan and sales activity metrics can help you go beyond individual team performance.

Collect a range of sales activity data.

Sales activity metrics can help you understand how the team approaches day-to-day sales as a whole. You should track everything from the sales presentation to closing techniques.

Collect data to see how your sales team performs beyond call or deal numbers, in individual activities such as:

  • Meetings scheduled
  • Presentations delivered
  • Proposals submitted
  • Sales presentation success rates
  • Closing techniques

Comparing this data to other goal metrics can show you patterns, best practices, and areas for improvement.

Track lead and prospect sources.

If you’ll be publishing thought leadership content or sourcing leads from social media, make sure that any link you share is trackable with a UTM parameter.

Trackable links aren't just valuable for learning which channels are generating the most leads. They can also help you focus your resources on the channels that generate the most relevant qualified leads for driving sales.

Focus on continuous improvement.

Once you have a complete set of analytics to track your strategy, use it to refine your sales strategies, team knowledge, and plans. A clear data-driven process will make it easier to use customer feedback to grow your sales. It will also give your sales team the ability to flex with industry and market changes that could impact your business.

  • Refresh your buyer personas regularly.
  • Actively align sales and marketing.
  • Listen to your prospects.
  • Invest in sales development and team-building.

Businesses should always be looking for ways to innovate their approach to sales . Here are some creative things sales reps and teams can do on their own to jumpstart their performance, stand out from the competition, and boost team productivity.

1. Refresh your buyer personas regularly.

Buyer personas inform all kinds of activity at your business, including (and most importantly) who your marketing and sales teams pursue as customers. But as your market and company shift, your buyer personas can become out-of-date — which can cause your sales team's work to become stagnant and ineffective. Work with your marketing team to refresh your buyer personas to best equip your sales team for prospecting and outreach.

2. Actively align sales and marketing.

Speaking of marketing, create and honor a service-level agreement (SLA) between your sales and marketing teams. This agreement will detail how each team can support each other, contribute to the other's goals, and honor boundaries in a way that still moves prospects toward conversion.

Download our free SLA Template for Sales & Marketing to align Sales & Marketing goals and activities.

3. Use a CRM.

Successful sales teams and strategies require the right tools. HubSpot all-in-one CRM eliminates manual work and streamlines your sales activity and data. It also keeps your sales team up-to-date about all relevant activity with your prospects — an important transparency factor that helps motivate and align your team.

4. Listen to your prospects.

Just because prospects aren't customers doesn't mean they can't give valuable feedback. As you move prospects through their sales funnel and (especially) when they drop off, ask for candid feedback about their experience with your team and products. You may learn something that can help convert them or your next prospect.

5. Invest in sales development and team-building.

The best sales teams not only align with customers but also with their coworkers. Sales is a difficult career and can lead to burnout without proper encouragement and camaraderie. Invest in sales development and team-building activities to keep your sales team feeling satisfied and supported.

Sales Strategy Examples from Successful Sales Teams

In this section, we’ve analyzed two incredibly high-performing sales teams and how they achieved success using their unique sales strategies.

Founded in 2006, HubSpot has since grown to over 184,000 customers in over 120 countries and over $1.7 billion in annual revenue. With an IPO in 2014, HubSpot is now valued at over $24.63 billion.

That said, we want to share a few pages from our own sales strategy playbook.

Hire the right people according to repeatable evaluation criteria.

We first started by determining a list of attributes that made a successful sales rep: Work ethic, coachability, intelligence, passion, preparation and knowledge of HubSpot, adaptability to change, prior success, organizational skills, competitiveness, and brevity.

From there, we established a repeatable process to evaluate candidates during interviews based on these weighted criteria.

Train the sales team by making them wear customers’ shoes.

Again, the first step we took was to define the sales process that we thought would be most successful. We outlined our unique value proposition, target customer, competition, most common objections, product features and benefits, and so forth.

Then we created a hands-on training program that would not only imitate the sales process for reps before they actually began selling but also allow them to experience our target customers’ pain points.

Today, a large part of our training program involves making reps create their own website and blog, and then drive traffic to it. This exercise allows reps to better consult potential customers in the future. We also use exams, certification programs, and presentations to measure each rep’s performance.

After employees are onboarded, we continue tracking their progress throughout the various stages of our sales process. The primary criteria we look at includes: leads created, leads worked, demos delivered, and leads won. Then we measure these criteria against each other to create ratios such as leads created to leads won.

We track each stage in the process so that if a rep is struggling with any particular metric, we can dig deeper to understand why that’s the case.

Align sales and marketing.

The sales and marketing teams work closely together in a process we call " Smarketing " to generate consistent leads each month.

In this process, marketing understands which qualities a sales lead needs to meet before it’s handed over to sales as well as how many of those qualified leads it must create each month to meet our sales projections.

Meanwhile, the sales team understands how long they should wait before contacting a lead and how many attempts they should make to contact that lead. All of these decisions are led by data and science, not by gut.

Shopify is known for consistent momentum and customer satisfaction.

Loren Padelford, VP at Shopify and General Manager of Shopify Plus, shared his secret sauce for increasing sales .

Hire great people, not necessarily great salespeople.

Hiring is arguably one of the most essential components of a great sales strategy. Many sales managers , though, are misled into believing that they must hire sales superstars. Padelford looks for six key personality traits when hiring salespeople: intelligence, work ethic, history of success, creativity, entrepreneurship, and competitiveness.

The truth of the matter is that sales teams first must look for great people and then train them so they become great salespeople.

Treat sales as a science, not an art.

According to Padelford, we can now measure sales down to the second. We can explain success according to cold, hard data points rather than mystical qualitative assessments. Every sales team should be tracking their average deal size, average sales cycle length, lead-to-deal conversion rate, calls per day per rep, and the number of deals in the pipeline.

Each of these metrics, tracked over longer periods of time, will inform companies about the health of their sales process and pinpoint areas they need to improve upon.

Build a smart, technological foundation.

Before Padelford took over the sales process at Shopify, sales reps would manually log phone calls and emails into the CRM, consuming five precious hours each week. With a sales force of 26, that added up to 130 wasted hours per week.

Realizing this misuse of time and capital, Padelford led Shopify to adopt the HubSpot CRM . With the CRM, sales reps were able to receive notifications when prospects opened their emails, clicked links, and viewed document attachments.

With the prospecting tool , they also have access to over 19 million prospects as well as detailed information about said prospects like estimated revenue, the number of employees, suggested email addresses, and so forth.

Maintain a high-quality pipeline by eliminating unqualified leads.

Shopify uses the 4/5 Threshold to filter out unqualified leads, thereby allowing its sales reps to focus on selling to leads who have a higher probability of becoming customers.

When evaluating whether a lead is qualified, a rep must have a concrete answer to four of the following five variables:

  • Pain : Is the prospective customer experiencing a prominent business issue or challenge that requires them to make a change?
  • Power : Is the prospective customer directly involved with the decision-making process? If not, who is?
  • Money : Does our offering fall within their budget constraints?
  • Process : What's their buying process?
  • Timeline : What stage are they in the buyer’s journey? Will they purchase within a reasonable time frame?

Grow Better with Sales Strategies, Initiatives, and Templates

Every company can benefit from crafting a sales strategy plan. The free template below includes everything you’ll need to customize your strategy for your business and sales team. Regardless of what strategy you choose, always implement a buyer-first approach. Learn from these winning sales team examples, too, to grow your sales team and performance.

Editor's note: This post was originally written in April 2020 and has been updated for comprehensiveness.

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Global eCommerce sales

Surpassing $100B for the year

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strong financial performance .

We’re redefining convenience, which is building customer engagement and trust. We’re growing our competitive advantages through investments in people-led technologies. We’re deploying our capital toward highest returns, using automation to build better experiences for our customers, members and associates.

The team’s strong execution and financial results of FY24 reflect our ability to reshape our business model. We’re investing in our people and global platform to position us to drive profitable growth in the years ahead.

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Example prompts to try with Microsoft Copilot with Graph-grounded chat

Experience the power of Get started with Microsoft Copilot with Graph-grounded chat  (formerly named Microsoft 365 Chat). See how much time you can save and how much more you can get done. Use Microsoft Copilot to catch up, create content, and ask questions. This article provides several example prompts you can try.

Tip:  When you’re giving Copilot instructions, you can direct it to specific work content by using the forward slash key (“/”), then typing the name of a file, person, or meeting.  If you write a prompt and don’t reference a specific file, person, or meeting, Copilot will determine the best source of data for its response, including all your work content.

Synthesize large amounts of data into simple, consumable responses and catch up on things quickly. Here are some examples:

You've been on vacation now you're back. You need to find out what's going on with Project X. Find the latest about Project X. What's the current timeline? When are deliverables due?

You've just joined a new team and you're trying to ramp up on recent activities. Summarize team communications over the last 30 days. What are the team's priorities? 

There's been a recent change in how your team is tracking work. Find information about the new way our team is tracking work. Include email communications and points of contact for questions.

Create content

Brainstorm ideas and draft new content based on information at work. Here are some examples:

You want to draft a one-page description of a new project (let's call it Project Foo) that's just about to kick off at work. Using information in file1, file2, and file3, write a one-page description of Project Foo. Write it so non-technical people can understand what the project is about and when it's scheduled to be completed.

You're preparing an email to invite customers to attend an upcoming conference and visit your company's booth. Using information in Document Z, write a fun, catchy email inviting our customers to come see us at our booth during next month's conference.

You want to plan a morale event for your team. List 3-5 ideas for group activities in the Seattle area that would be suitable for my team. Include approximate cost and time estimates. 

Ask questions

Find information and get answers quickly, even if you can't remember where the information you need is or how it was shared. Here are some examples:

You need to know what's left in the budget for supplies. How much did we spend on supplies for Project Foo?  How much budget do we have left for Project Foo?

Your team received customer feedback. You want to identify the top things your team should address. Review the feedback we received from customers via email last week. What are the top three issues we should address?

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    effective sales presentations: advancing the sales cycle Stephanie Tilton ([email protected]) is a senior marketing consultant for Hoffman Marketing Communications, a business and technology writing company that specializes in developing sales presentations, white papers, and other strategic marketing collateral.

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    5. Implement a free trial. Offering a free trial or freemium version of your product is a highly effective way to convert prospects. HubSpot's sales strategy report found that free trials were 76% effective followed by a freemium option with 69% effective in turning prospects into paying customers.

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    3 Comp sales for the 13-week and 52-week periods ended January 26th, 2024 compared to the 13-week and 52-week periods ended January 27th, 2023, and excludes fuel. 4 Constant Currency is a non-GAAP measure. See additional information at the end of the release regarding non-GAAP financial measures. 5 Our global advertising business is recorded in ...

  27. Example prompts to try with Microsoft Copilot with Graph-grounded chat

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  28. PDF Q3 FY2023 Consolidated Financial Results

    Sony has adopted IFRS 17 "Insurance Contracts" ("IFRS 17") from Q1 FY23, in lieu of the previously applied IFRS 4 "Insurance Contracts". Figures for FY22 are restated in accordance with IFRS 17 (applies to all following pages). Adjusted OIBDA, Adjusted EBITDA and Consolidated Operating Cash Flow (Sony without Financial Services) are ...

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