10 Best sales presentation tips to make the perfect pitch

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Do sales right. This expert article will introduce you to the 10 best sales presentation tips in 2024 to master and make your sales pitch perfect.

Companies need to be able to stand out. Writing an email or LinkedIn InMail doesn’t do the trick anymore. Organizations are losing up to 40% of revenue when presenting sales presentations to clients due to the lack of adoption of best practices.

This article is for all the sellers out there, sales leaders and COOs who want to elevant their sales team to the next level.

You will learn:

  • How to make your next sales presentation better
  • Why it’s important to adopt best practices in your sales pitch
  • How to be relevant following the best sales presentation tips in 2024

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About Megan

Megan Foster is a sales leader and revenue operations manager with 5+ years of experience in high tech SaaS. She has experience in both regional and global sales and marketing teams. She is the co-founder of SlideFill.

Pitch perfect sales presentation tips in 2024

Keep reading to discover 10 sales presentation tips you should adopt today. These tips are applicable for:

  • Sales Development Representatives having a discovery calls with new leads
  • Account Executives looking to close more deals
  • Account Managers and Customer Success Managers trying to upsell
10 Best sales presentation tips to pitch perfect

1. 10 Best sales presentation tips to pitch perfect © SlideFill 2024

1. Build rapport and trust

People want to buy from people they know and trust. Before you can sell a product, talk about your service or position a solution; you need to earn the trust of your audience.

The easiest way to gain trust is to showcase you have done your due diligence. Research the contact and company you will be talking to. Find out more details about their business.

Keep the introduction slide simple and start by presenting relevant information for your lead or client.

For leads you will need to rely on public data (LinkedIn, Crunchbase etc.) while for existing clients providing an overview of their results so far is a good conversation starter. You can include these results in your sales presentation.

Build Rapport and Trust Sales Presentation Tip

2. Slide created with SlideFill to showcase client results from your CRM in a presentation © SlideFill 2024

2. Use hard costs instead of soft costs

Senior stakeholders care about hard costs instead of soft costs. In 2024, it’s important to transition from using the latter to the first.

Soft costs are indirect costs impacting profit and loss of an organization. Hard costs are direct costs impacting product and loss.

The majority of companies focus on soft costs in their sales presentation while many clients don’t really care. Focus on hard costs.

As an example: reducing time to perform a task for employees, will not save your client cost. Regardless of them saving time, they will need to pay the employee. This is a typical example of a soft cost.

Soft costs can be turned into hard costs. By reducing time for employees, your client’s have the ability to invest that time in another task that will generate more revenue. This additional revenue is a hard cost. By not adopting your solution, they will lose tangible dollars in profit and loss.

Soft costsHard costs
Reduce 40% timeGenerate 60% more revenue
Produce 20% fasterSave $250K in machinery
Get 40% better leadsMake 30% more profit

3. Sales hard costs and soft costs examples © SlideFill 2024

3. Personalize based on customer data

The next sales presentation tip you need to adopt in 2024 is personalization.

Generative AI and tools like ChatGPT will make it easier than ever before to create content. But there is a risk for your business. All content will be produced based on the same data sets, resulting in your messaging being almost exactly the same as the one of your competitors.

Clients do expect personalization. Personalization will become extremely important to stand out and you need to do it right.

Leveraging data from your clients that’s available in your CRM such as Salesforce and HubSpot will allow you to personalize your content at scale. You should create slides from your CRM data to resonate better with your audience.

More personalization means more relevancy. More relevancy drives more buy-in. More buy-in results in more revenue.

Create data-driven personalized sales presentation

4. Create data-driven personalized sales presentation © SlideFill 2024

4. Focus on return on investment with bold numbers

2024 is all about making it big. People will go bigger and bolder than ever before. You will see this trend everywhere: sunglasses, jewellery, hairstyles, home decor and even in sales.

To capitalize, you need to create slides with bold numbers. Leave out all the details and focus on slides with one key message. Showcase return on investment or benefits while leaving out all the fluff.
When using bold numbers, don’t focus on the investment of your clients. Focus on what they will gain instead.

Use pauses to read the room and understand if your audience agrees and believes the number. Adjust accordingly.

Focus on return on investment with bold numbers

5. Focus on return on investment with bold numbers © SlideFill 2024

5. Showcase customer success stories

It’s one of the oldest tricks in the book, but advocacy works.

Nothing sells better than social proof. To perfect your sales presentation, add a customer success story. This story should come from a client that has a similar size and industry as the person you are talking to.

Do not make the mistake of using one customer success story for all your clients. When you’re talking to a local client, a success story from a multinational like Coca-Cola will not do the trick and can have the opposite effect.

Choose customer success stories that resonate with your audience and emphasize similarities between the businesses to put more weight on the fact the person you’re talking to can expect similar results.

You can use our success story template to start creating customer success stories.

Showcase customer success stories (Fake Example)

6. Showcase customer success stories (Fake Example) © SlideFill 2024

6. Ask discovery and in-depth questions

The most important skill of any salesperson is the ability to ask relevant questions.

Whether you are doing sales for small or enterprise businesses, you need to ask questions and use pause during your pitch to understand what is top of mind for your prospect or client.

The right discovery questions and depth questions can make you uncover the true needs of your clients and help you to position your solution. Don’t just ramble your narrative. Build in moments in your sales presentation or sales pitch where you want to stop to ask questions.

The most effective salespeople are those who master the power of questioning and silence.

Discovery QuestionsDepth Questions
BroadNarrow
Open in natureOpen in nature
Understand needsUnderstand underlying drivers
Example: How would success look like in 2024?Example: Why are you focusing on this?

7. Different sales questions: Discovery Questions and Depth Questions © SlideFill 2024

7. Simplify business jargon

Avoiding or simplifying business jargon will help to make your sales presentation more clear. It’s up to you to understand how advanced your audience is, if unsure, always avoid jargon.

You should master your narrative for different audience levels and enable yourself to go in-depth without overcomplexification. A good rule of thumb is the ‘ELI5’-Test:

Can you explain the concept to a five-year old child?

If so, you master the concepts within your presentation.

Try to minimize or simplify jargon in your slides. When you notice during your pitch that your audience has difficulties, explain terms simplified and adapt slides before sharing them out.

Avoid or simplify business jargon ELI5 Test

8. Avoid or simplify business jargon ELI5 Test © SlideFill 2024

8. Tell a story with visuals

Every human recognizes a good story. Even the earliest forms of communication were used to tell a story. Storytelling is a key skill to have when doing a sales pitch presentation.

Your slides should follow a story arc with a clear beginning (introduction), middle (challenge and resolutions) and ending (conclusion and call-to-action).

Using a story arc will help your audience to understand and follow why they need your product or service. It provides cohesion and engagement that will keep the audience interested.

A good story is focused, it doesn’t deviate too much from the core narrative. The GET-TO-BY framework is a perfect principle to stick to when creating a sales presentation:

  • GET – Your Target Customer
  • TO – The Desired Action
  • BY – One Message/Action

Whenever you are creating slides, ask yourself if the slide is contributing and aligned to the GET-TO-BY principle. If not, you most likely can remove the slide from the core narrative.

Use visuals to support your messaging. Don’t add random visuals for the sake of it. A good sales presentation is light and doesn’t contain too much text. It uses visuals to put a picture to the words being shared.

Example: SlideFill’s GET-TO-BY Framework

FrameworkExample
GETSales, marketing and customer support teams
TOSave 40% of their time to invest in revenue generating activities
BYUtilizing SlideFill to create presentations at scale from CRM data

9. Example of the sales GET-TO-BY framework © SlideFill 2024

9. Practice until perfection

A no-brainer sales presentation tip: practice, practice and practice.

Practice does make perfect. It will help you to understand when to pause, ask questions and where to put additional emphasis. It’s highly recommended that you practice in a mock sales call setting where someone acts like they are the client coming up with real objections.

Over time, you will understand the most common objections or questions which will enable you to diffuse them before they come up. You will also be able to reiterate during your sales pitch when you notice you are losing interest.

10. Provide next steps and stakeholders

End your sales presentation with a clear call to action. Include next steps in your last slide and divide roles and responsibilities across the people present in the call.

Make sure to ask if any other stakeholders need to be included in a follow-up email or meeting. You can do the best sales pitch without getting the desired result when you are not talking to the decision maker.

Finalizing your sales presentations with next steps will enable you to get agreement and drive accountability.

Frequently Asked Questions

Before you head to the conclusion of this article, you can find answers on frequently asked questions related to creating sales presentations on SlideFill:

Can I request more features?2024-03-25T09:46:05+00:00

It is possible to request more in-depth use cases and features through our support page.

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Discover all frequently asked questions and answers about the SlideFill product.

Can I use SlideFill for other use cases?2024-03-27T07:20:27+00:00

Yes! The use cases of SlideFill are limitless and you can decide yourself for what other use cases you want to use SlideFill.

A couple of use cases:

  • Refresh business reviews
  • Invite clients to different webinars
  • Make better performing pitch decks
  • Send out follow-ups after offline events
  • Create personal birthday or holiday cards
  • Generate product marketing content at scale
  • Publish automatically created success stories
  • Produce thousands of creatives in three clicks
  • Present upcoming product features and services
  • Roll-out motions for different regional sales teams
  • Drive employee and job interview candidate feedback
  • Improve your new lead program aligned with leads info
  • Mail clients with a personal monthly performance report
  • Tailor onboarding programs for new employees at your company
  • Share localized and relevant case studies with your target audience
  • Build social media or website visuals automatically from your template

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Discover all frequently asked questions and answers about SlideFill Use Cases.

How can I give feedback?2024-03-25T10:40:41+00:00

At SlideFill we truly appreciate your feedback. Our product is free and we are building to learn what works and what doesn’t.

In order to be able to continue doing so, we need feedback from our users.

If you want to provide feedback, feature requests or report a bug, you can do that via our support page and we will be extremely grateful.

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How many case studies can I create?2023-12-26T10:52:58+00:00

SlideFill is 100% free and there is no limit on the amount of case studies you can create. You can for example create hundreds of case studies for different industries or demographics. You can also easily request your customers to fill in a couple of questions via a Google Form and use the data directly from Google Sheets in order to generate data-driven success stories.

It’s important to use the right success story to convince the right client, by using a success story which resonates with their demographics.

Case studies are also not limited in terms of number of slides or variables. Your presentation can be as long as you want (contain unlimited slides) and slides can contain as many parameters as you need.

Find more answers related to Success Stories Use Cases

Discover all frequently asked questions and answers about Success Stories Use Cases.

How many sales presentations can I create?2023-12-26T10:56:04+00:00

SlideFill is 100% free and there is no limit on the amount of sales presentations you can create. You can for example download 10,000 records from your CRM and create a unique pitch deck for every single client on the list in three clicks.

Sales presentations are also not limited in terms of number of slides or variables. Your presentation can be as long as you want (contain unlimited slides) and slides can contain as many parameters as you need.

Find more answers related to Sales Use Cases

Discover all frequently asked questions and answers about Sales Use Cases.

How much marketing content can I create?2023-12-26T10:54:27+00:00

SlideFill is 100% free and there is no limit on the amount of marketing content you can create. You can for example download create 10,000 personalized data-driven follow ups for your marketing events or hundreds of newsletter attachment tailored to every single client in three clicks.

Marketing content is also not limited in terms of number of slides or variables. Your presentation can be as long as you want (contain unlimited slides) and slides can contain as many parameters as you need.

Find more answers related to Marketing Use Cases

Discover all frequently asked questions and answers about Marketing Use Cases.

Is SlideFill safe and secure?2024-03-25T09:44:08+00:00

SlideFill is 100% safe and secure. The application is verified and approved by Google’s strict policies. The most important note is that no data is stored on SlideFill, this also means no data can leak through SlideFill. All your data, including your input data, your presentation template and your created presentations are stored on your own Google Drive.

  • Security: Logging in to the platform is possible via your own credentials or directly through your Google account. When setting up your account, you will need to give permission to access the content you want to use from your Google Drive. We never change files on your Google Drive, we only create new ones based upon your input. For more information: read our terms of service.
  • Privacy: Your data is always yours. While we read your data in order to generate presentations, the data is not stored on our platform. This means that all data is only passed through SlideFill in order to replace your placeholders, without us having visibility on your data or storing it in a database. There is no one on the team of SlideFill with the ability to see your data. For more information: read our privacy policy.

You can find more high level information on our “Privacy and Data” page.

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What can I do with SlideFill?2024-03-27T05:35:13+00:00

What can I do with SlideFill? You can save hours creating data-driven content at scale!

SlideFill is a platform allowing you to connect data from Google Sheets in order to create Google Presentations and other data-driven content at scale.

The software will help you to:

• 𝗦𝗮𝗹𝗲𝘀: Create thousands of personalized client presentations with automatic data insert in seconds and close more deals with your top performing clients

• 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀: Refresh data-driven weekly business reviews decks with up to date metrics and reduce the cost of your reporting team.

• 𝗖𝗮𝘀𝗲 𝗦𝘁𝘂𝗱𝗶𝗲𝘀: Produce case studies showcasing best practices and results in a few clicks and build stronger relationships by highlighting client success.

• 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴: Tailor marketing content with audience specific data and resonate with your target market based on their demographics.

Start pulling in personalized metrics and data directly in Google Slides through our easy user interface.

SlideFill is 100% FREE without storing any of your data on its servers.

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Discover all frequently asked questions and answers about What SlideFill Is.

What software do you need to create content?2024-03-27T05:33:44+00:00

You don’t need any additional software in order to create automatic sales presentations, marketing content or case studies at scale with SlideFill.

You only need:

  • Google Sheets: host your data in Google Sheets. The data will be used in order to populate the placeholders on the presentation templates. The headers of the columns are necessary in order to map your Google Sheet data to the presentation template. Every row in your Google Sheet will create one unique presentation. There are no limits in terms of data points, columns or rows.
  • Google Slides: create a presentation template with placeholders. The placeholders should be based upon your column headers. If you have a column header “Company” the placeholder in your presentation should be {{company}}. Make sure to put the placeholder on every slide where you want to populate data. There are no limits in terms of placeholders or slides.
  • SlideFill: magic happens on SlideFill. SlideFill will map your fields and datapoints coming from your Google Sheet to the placeholders in your Google Presentation template. In three simple steps, you will be able to create an unlimited amount of new presentations with your data filled in.

Make sure to read “How it works” for more details.

Find more answers related to the Product

Discover all frequently asked questions and answers about the SlideFill product.

Who can make marketing content?2023-12-26T10:54:22+00:00

If you are looking to decide who can make marketing content, you either have the option to:

  • Centralize the creation of all presentations, where one individual makes presentations for your whole marketing organization. This has a couple of benefits such as:
    • Global scale
    • Brand consistency
  • Give access to every marketing team member to create marketing presentations at scale via SlideFill. The benefits of individual access are:
    • Local customization
    • Increased relevancy
    • Elevated velocity

Find more answers related to Marketing Use Cases

Discover all frequently asked questions and answers about Marketing Use Cases.

Who can make sales presentations?2023-12-26T10:55:59+00:00

If you are looking to decide who can make sales presentations, you either have the option to:

  • Centralize the creation of all presentations, where one individual makes presentations for your whole sales organization. This has a couple of benefits such as:
    • Global scale
    • Brand consistency
  • Give access to every sales team member to create sales presentations at scale via SlideFill. The benefits of individual access are:
    • Local customization
    • Increased relevancy
    • Elevated velocity

Find more answers related to Sales Use Cases

Discover all frequently asked questions and answers about Sales Use Cases.

Who can make success stories?2023-12-26T10:52:53+00:00

If you are looking to decide who can make success stories, you either have the option to:

  • Centralize the creation of all presentations, where one individual makes case studies at scale for your whole organization. This has a couple of benefits such as:
    • Global scale
    • Brand consistency
  • Give access to every team member to create case studies via SlideFill. The benefits of individual access are:
    • Local customization
    • Increased relevancy
    • Elevated velocity

Find more answers related to Success Stories Use Cases

Discover all frequently asked questions and answers about Success Stories Use Cases.

Do you want to
save hours?

Start creating data-driven content at scale by connecting Google Sheets to Google Slides through SlideFill.

Getting started with SlideFill is 100% free and will save you hours instantly.

Conclusion

What’s next for you

Now you know what it takes to build a successful sales presentation, you’re guaranteed to get better results. As a sales leader, support your team by sharing these ten best practices to generate more revenue in 2024.

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This article does not contain any promotional or paid placements.
Views are personal and not affiliated to employers.
No generative AI was used to write the article.
All examples are illustrative and fictional.

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