How to Nail your Sales Presentation using EzTask?

When it comes to building an effective sales presentation, no one-size-fits-all sales deck exists.Every sales presentation you deliver to a prospect should be personalized and tailored just for them. Successful selling today is about establishing yourself as a trusted advisor. High-performing sellers close more deals by focusing on their prospects, rather than their products. 

Step 1: Research the company and your contact 

First, consult your EzTask CRM platform. Find other accounts from the prospect’s industry and see what their customer journeys looked like. Their client information and case history will help you learn what products and services they use most. The information in your CRM platform can give you very good insights and tips that will help you win deals. Also,have a look  at the sales pipeline for that particular industry. EzTask CRM is a tool specifically used by sales people to sell effectively and bag more number of deals. 

Step 2: Prepare for your sales presentation 

A Sales person should present himself as a trusted advisor, not just a company representative. Look for ways to create a communication with the customer and share how you can help their company work more efficiently and solve the challenges holding them back.   

Step 3: Prioritize the follow-up just as much as the presentation

The final piece of your sales presentation is a well-planned follow-up, and it’s just as important as the presentation itself. The most effective follow-up format will depend on your prospect, their needs, and how they best retain information. You may follow up by:

  • Emailing your slide deck and asking to schedule a follow-up call. 
  • Scheduling follow-up emails to reiterate key points in your presentation.
  • Preparing personalized content that highlights the main points from your sales presentation and includes videos of products in action, testimonials, or other helpful collateral. 
  • Sending an additional resource about a topic they mentioned during your meeting, whether it pertained to your presentation or not. 

 The heart of a great sales presentation is the relationship between you and your customer, and that’s built on unique insights focused on your potential customer’s challenges and needs.

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