20+ Best Sales PowerPoint Templates (Sales PPT Pitches)

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

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

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

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

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Business Sales PowerPoint Presentation Template

Business Sales PowerPoint Presentation Template

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

Sales Strategy Powerpoint Template

Sales Strategy Infographic Powerpoint Template

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

Sales Pitch PowerPoint Template

Sales Pitch PowerPoint Template

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

Marketing & Sales Strategy PowerPoint Template

Marketing & Sales Strategy PowerPoint Template

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

B2B Marketing and Sales PowerPoint Template

B2B Marketing and Sales Powerpoint Template

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

Sales Meeting – Free PowerPoint Template

Sales Meeting - Free PowerPoint Template

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

Free Sales Planning Process PowerPoint Template

Free Sales Planning Process PowerPoint Template

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

Sales – Marketing PowerPoint Presentation

Sales - Marketing PowerPoint Presentation

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

Sales Funnel PowerPoint Template

Sales and Digital Funnel PowerPoint Templates

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

Sales Proposal PowerPoint Template

Sales Proposal PowerPoint Template

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

Anasalez – Sales Analysis PowerPoint Presentation

Anasalez – Sales Analysis Powerpoint Presentation

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

Sales and Digital Funnel PowerPoint Templates

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

Free Creative Sales Strategy Presentation Template

Free Creative Sales Strategy Presentation Template

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

Free Sales Process PowerPoint Infographic Slides

Free Sales Process PowerPoint Infographic Slides

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

Dashi – Sales Report PowerPoint Presentation

Dashi Sales – Sales Report PowerPoint Presentation

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

Sales Pitch Presentation PowerPoint Template

Sales Pitch Presentation Powerpoint Template

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

Sales Playbook PowerPoint Template

Sales Playbook Powerpoint Template

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

Sales Process PowerPoint Presentation Template

Sales Process PowerPoint Presentation Template

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

Kanigara – Marketing & Sales PowerPoint Template

Kanigara - Marketing & Sales Powerpoint Template

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

Felicia – Free Sales Presentation PowerPoint Template

Felicia - Free Sales Presentation PowerPoint Template

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

Ardall – Free Sales Presentation Template

Ardall - Free Sales Presentation Template

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

B2B and B2C Digital Marketing & Sales Presentation

B2B and B2C Digital Marketing & Sales Presentation

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

Real Estate Marketing & Sales PowerPoint Template

Real Estate Marketing & Sales PowerPoint Template

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

3D Stairs Diagram for Sales Process Presentation

3D Stairs Diagram for Sales Process Presentation

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

Ozone – Sales & Marketing Portrait PowerPoint Template

Ozone Sales & Marketing Portrait PowerPoint Template

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

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

10 Best Sales Presentations To Inspire Your Sales Deck [+ 5 Tips]

Meredith Hart

Published: August 17, 2022

While many salespeople focus on making their sales decks flashy, fun, and exciting, they do little to ensure that their presentations address the prospect's top concerns and offer an irresistible solution.

sales rep uses sales deck during presentation with prospects

As a result, many presentations are met with wishy-washy responses that drag along the sales process and waste valuable time.

Download Now: How to Perfect Your Sales Pitch

What does a great sales deck look like? We'll take a look at some of the best, and provide tips for creating your own stellar sales deck and presentation.

What is a sales deck?

A sales deck is a slide presentation (e.g., PowerPoint, Keynote, etc.) used to supplement a sales pitch. The sales pitch, given by a salesperson to a prospect, often includes an overview of the product or service, offers a value proposition and solution for the prospect, and includes examples of success stories from other clients.

The primary purpose of a sales deck and presentation is to introduce a solution (ie, your pitch ) that ultimately leads the prospect to purchase from your company.

If you've done everything right during the discovery process — digging deep into your prospect's challenges and understanding exactly what they need — only to get a noncommittal response, then your presentation needs some major adjusting.

powerpoint presentation on sales performance

10 Free PowerPoint Templates

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You're all set!

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Sales Deck vs Pitch Deck

A sales deck is a pitch meant to convince a prospect to make a purchase by showcasing your product features, benefits, and value proposition.

A pitch deck , on the other hand, is usually created for investors who want to learn more about your company, vision, products, financials, and target audience. Think of the pitch deck more like a synthesized version of your business plan.

Ready to see some sales deck examples? Here are a few of the best, in no particular order.

Sales Deck Examples

  • UpstartWorks
  • Attention Media
  • Leadgeeks.io

1. Leadnomics Sales Deck by Katya Kovalenko

sales deck examples: leadnomics

Leadnomics has done something few companies successfully do in presentations: Showcase their brand identity.

The internet marketing agency hired a designer to create a sales deck that reflected their sleek, techie brand.

So while prospects learn about Leadnomics and what it offers, they can also get a peek into what it represents as a brand.

2. UpstartWorks Sales Deck by BrightCarbon

This slide deck for UpstartWorks starts with an image of the road to success, followed by a value proposition and a list of benefits buyers can enjoy from working with the company. They provide an overview of what they deliver to customers, who their clients are, and the results their customer base has seen.

The sales deck touches on all the key points a sales presentation should cover. And when it includes graphics and logos, they are clearly organized and not cluttered.

3. QS Sales Deck by BrightCarbon

QS , a platform that ranks colleges and universities, effectively uses icons and visuals throughout its sales deck to communicate its messages. At just a few slides, this is one of the shortest sales decks featured on this list.

If you’re going to make your sales deck short, make sure the information you include gets straight to the point, and be sure to front-load the most important information.

In terms of content, QS showcases its features, value proposition, and client impact.

4. Attention Media Sales Deck by Slides

Attention Media , a B2B creative agency, hired a presentation design agency to create a sales deck that features statistics and reasons businesses should work with them.

Key figures and messages are either in a bold, large, or bright font to make them stand out from the rest of the text.

While their slide deck is on the shorter side (the typical presentation is around 10 to 15 slides ), they include intriguing visuals and statistics that grab attention and keep viewers interested.

5. Freshworks Sales Deck by BrightCarbon

Freshworks is a B2B software platform that promises an all-in-one package for businesses. Its sales deck emphasizes simple text and organization. The problem and solution are introduced using graphics, which makes the text easier for readers to prioritize.

They include a dedicated slide to their mobile app, one of the product’s key differentiators and most salient benefits. The following slides provide a step-by-step walkthrough of how customers are onboarded and what they can expect on a regular basis.

Since the slides aren’t text-heavy, the salesperson can easily elaborate and answer any questions the prospect might have.

6. Soraa Sales Deck by BrightCarbon

Soraa , a lighting company, starts its sales deck with a visually appealing table of contents that contains three items: “Quality of light,” “Simply perfect light,” and “Why Soraa?”

The brand then dives into what its prospects care about most: How the light will look in their spaces and how they can apply Soraa’s offerings to their specific use case. It sprinkles in the benefits of using Soraaa as a lighting supplier. And it does this all while maintaining its strong branding.

7. Planetly Sales Deck by OCHI Design

The first thing Planetly does in its sales presentation is present an eye-catching statistic about customers wanting more eco-friendly brands. Then, they present the reasons behind that data.

The deck doesn't overwhelm prospects with too much text, opting for more graphics and visuals instead. It introduces a hard-hitting stat about the problem their prospect is facing, engages them by asking a question, and provides a solution to the issue.

The slide deck continues to outline specific product details and what sets the solution apart from others, ultimately leading to a slide that represents the expected outcome for the prospect.

8. MEOM Sales Deck by Katya Kovalenko

What you’ll first notice when scrolling through MEOM's sales deck is that it’s straightforward and easy to scan.

The brand kept it simple with their deck, making it easier for consumers to take in the information. Too often, companies overload their decks with information, and by the end of the presentation, consumers can’t remember anything.

On every slide, MEOM has one main message with supporting information in smaller font. In addition, the brand incorporates a detailed look at one of its staff members — a powerful tool when trying to attract consumers.

9. Leadgeeks.io Sales Deck by Paweł Mikołajek

Sometimes, the best way to explain a concept is through a series of process maps and timelines. In this sales deck, Leadgeeks.io takes this approach to explain its product process and onboarding process.

This method helps consumers visualize how this software will help them reach their goals and how they can adopt it at their business.

10. Accern Sales Deck by Katya Kovalenko

Similar to Leadnomics, software company Accern puts its branding at the forefront of the sales deck.

In addition to the use of design to make the sales deck stand out, Accern also highlights customer case studies in its deck, another form of social proof that shows the success other customers have found with this tool.

Each of these presentations provides a general overview of the products, problems, and solutions, and they can easily be tailored and customized to each prospective company. A custom presentation not only piques the prospect's interest but also increases the likelihood that they'll buy from you.

Curious as to how you can word your presentation during your meeting with prospects? Below, we go over the best examples we’ve seen so far.

powerpoint presentation on sales performance

Download Now: Free Elevator Pitch Templates

E-pitch templates to better sell your product, fund your business, or network.

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  • 2 Sales Pitch Templates

Example Sales Presentation

While there are plenty of videos online on how to deliver a sales presentation, there aren’t quite as many live sales presentations to watch.

That’s because sales presentations are delivered in the privacy of a meeting between the sales rep and the prospect, and are often not recorded with the intention of sharing online.

As a sales rep, though, you have an excellent resource for inspiration: explainer videos. Companies publish explainer videos to pitch their products to qualified leads. (Sound familiar?) Use the below examples to hone your own pitch to buyers, and pay close attention to the structure of each video.

This explainer video for Leadjet starts with an urgent problem: Finding leads on LinkedIn and moving them to a CRM loses valuable time and minimizes lead opportunities. Leadjet then presents its product as the solution.

The video jumps into the benefits users can enjoy, such as synchronizing conversations over both your CRM and LinkedIn, keeping the lead status updated, and adding custom details. In this video, Leadjet follows the ideal sales presentation structure: problem, solution, and benefits.

2. Node Influencer App

The Node influencer app allows small business owners to connect with influencers on social media. It starts its video with a simple question: “Looking to promote your brand with social influencers?” The presentation effectively identifies and addresses the target market before pitching the product to viewers.

This presentation is more tutorial-based, making it ideal inspiration if you’re creating a sales deck for someone who’s closer to making a decision. People most often want to see actionable demos when they’re ready to choose a provider.

This explainer video from Upsend, a former customer service software, begins with a problem: Most customers want instant responses to their queries, but customer service systems can be expensive for new companies. Enter Upsend.

The presenter addresses the target market — startups and small businesses — while assuaging their concerns about budget. In addition, it covers the most important features of the platform and the end result for the user. If Upsend were still available, this would be a product a new business would immediately want to add to their tech stack.

4. Algoplanner

Within a few seconds of the start of this presentation, Algoplanner drives home the critical urgency of adopting a supply chain software. It uses a scary number to pull your attention, citing a possible “loss of millions of dollars” if you fail to adopt the right tool.

It then introduces its product with a breakdown of what the software can do for users. Plus, it provides powerful stats to back up its claims, including that users can reduce automation development costs by 80%. The call to action at the end is powerful and simple, telling viewers to schedule a demo.

Sales Deck Presentation Tips

Ready for your presentation? Sticking to these five simple sales presentation guidelines, recommended by Marc Wayshak , will help you blow your competition away while dramatically increasing your chances of closing the sale.

1. Lead with solutions.

Have you ever met with a prospect who was excited about your product or service – and used your presentation to keep on selling? This is called over-selling, and it's the leading cause of death for sales presentations.

When you start your presentation, first lead with solutions. Don't talk about the benefits of your product's features or tell the prospect how great your company is.

Simply dive into how you're going to solve the deepest frustration your prospect is facing right now.

2. Incorporate case studies.

Once you've addressed the specific solutions you can provide to the prospect, it's time to add some color to your presentation.

Turn your sales presentation into an engaging story by sharing case studies of similar prospects and the results they've achieved with your help.

This step is important for building trust and credibility with the prospect. At the same time, case studies bring your solutions to life in the real world, making your presentation more engaging.

3. Ask for feedback throughout.

Most presentations are a one-way monologue by the salesperson. This approach is boring – and it's certainly no way to connect with a prospect.

Instead, ask short questions throughout your presentation like "Does that make sense?" or "Can you see how this would work for you?" Asking for feedback periodically ensures your prospect stays on the same page.

4. Welcome interruptions.

If you want to close more sales, you have to care about what your prospect is thinking throughout your presentation.

Any interruption is the perfect opportunity to find out. Whenever a prospect interrupts you – either with a verbal remark or subtle shift in their facial expression or posture – stop immediately.

Acknowledge the interruption, and welcome the opportunity to explore it with the prospect. Never ignore signals just to stay on a roll and conclude your point. Invite prospects to ask their questions or share their concerns.

The opportunity to respond to those concerns is always more valuable than whatever you were about to say.

5. Wrap it up quickly.

Your presentation should be ASAP: as short as possible.

It's natural for salespeople to get excited about what they have to share, but this causes most of them to ramble on for far too long.

Prospects only care about themselves and their challenges. Present the information they'll be interested in and nothing more.

Practice your next sales presentation with a colleague or friend and ask for their honest feedback on its length.

Sales Deck Template

Ready to start creating your own sales deck? Get started with these free templates .

It includes ten Powerpoint templates, each with a different focus.

sales presentation template by HubSpot

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How to find a sales deck template.

Haven’t found what you’re looking for? Here are additional resources to find a sales deck.

This presentation platform allows you to pick from hundreds of templates and fully customize the template you choose. The best part? It’s free and offers premium packages for teams who want analytics, multiple users, and live video collaboration.

On this graphic design platform, you can search through countless presentation templates and customize them. Canva also offers extensive collaboration features, such as file sharing and commenting.

Get Inspired With These Sales Presentations

When delivering a sales presentation to a prospect, you can do so with the knowledge that thousands and millions of others have been in the same position as you. Luckily, we can see their work online to guide our sales deck creation process. Use these decks to structure your own, and you’ll be well on the road to closing more deals and exceeding your quota.

Editor’s Note: This post was originally published in April 2019 and has been updated for comprehensiveness.

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Sales PowerPoint Templates & Sales Presentation Slides

Download creative sales PowerPoint templates and e-commerce presentation designs that you can use to prepare reports in PowerPoint, innovative dashboards, and presentations to impress your audience and make the job easier for sales managers.

Our easy-to-edit Sales PowerPoint Templates ease the stress of creating designs from scratch. After downloading, you can customize any of these templates to suit your brand or personal needs.

With our Sales Presentation Templates for PowerPoint and Google Slides, all you need to do is to replace all our placeholder texts with your sales content. It will save you time, energy, and cost. Whether you’re creating a report on your company’s latest sales figures or presenting a new product to potential clients or stakeholders, our templates will help you achieve your sales goals.

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Sales Performance Dashboard PowerPoint Template

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Sales Dashboard Template for PowerPoint

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MEDDPICC Model PowerPoint Template

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Gift Certificate Template for PowerPoint

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Conclusion Slide Template for PowerPoint

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Customer Chain Process PowerPoint Template

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5 Step Conversion Funnel PowerPoint Template

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6-Item Sales Goals PowerPoint Template

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Sales Action Plan PowerPoint Template

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Sales Pipeline Slide Template for PowerPoint

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GPCT PowerPoint Template

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Simple Pay Stub Template for PowerPoint

A Sales Presentation is used to inform potential customers about the benefits and features of your product or service. Sales managers and business development professionals often use it to showcase their products or services to their stakeholders and potential customers to generate interest and leads.

An effective Sales Presentation must be able to introduce the product or service and sell it. Many people view Sales Presentations as showcasing the product or service, but you can use them to reach a broader audience and take them through their buyer journey from leads to sales.

Using Sales Templates is crucial for your business growth as they provide a consistent visual look for your presentations. They also help to save time and resources by providing pre-designed layouts, charts, and graphics that you can easily customize to fit the specific needs of your presentation. Hence, it helps you focus on the content of the presentation and the message you want to convey rather than spending time creating design elements from scratch.

Sales Templates can also improve your presentation effectiveness by providing a visual guide for the audience. Using charts, graphics, and other design elements can make complex information understandable and provide a more engaging experience for your audience. It ultimately leads to more leads, sales, and better communication with potential customers, which is the ultimate goal of any sales presentation.

What is a Sales Presentation?

A Sales Presentation is a formal or informal template used to inform and persuade potential customers about a product or service. It is used to inform potential customers about the benefits and features of your product or service. Sales managers use it, and business development professionals showcase their products or services to potential customers, generating interest and leads.

What is the difference between a Sales Presentation and a Sales Pitch?

The major difference between a Sales Presentation and a Sales Pitch is the scope and duration of the presentation.

A Sales Presentation is a more detailed and comprehensive presentation that provides in-depth information about the product or service. At the same time, a Sales Pitch is a shorter, more focused presentation designed to persuade the customer to purchase or take a specific action.

What are the 7 steps to making a good sales pitch?

The seven steps to making a good sales pitch include:

  • Identifying the target audience.
  • Researching the product or service.
  • Creating a clear and compelling message.
  • Tailoring the pitch to the audience.
  • Building rapport with the customer.
  • Addressing objections and concerns.
  • Closing the sale.

What should be in a sales presentation?

A Sales Presentation should include the following:

  • An introduction of the product or service.
  • Detailed information about the features and benefits of the product or service.
  • Testimonials or case studies from satisfied customers.
  • Comparison of the product or service to competitors.
  • Information about the company and its history.
  • A call to action.
  • A Q&A session.

You consider using accurate graphical visual design elements such as charts, graphs, and images to help illustrate the information and make the presentation more engaging.

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Our annual unlimited plan let you download unlimited content from slidemodel. save hours of manual work and use awesome slide designs in your next presentation..

powerpoint presentation on sales performance

Next-gen B2B sales: How three game changers grabbed the opportunity

Driven by digitalized operating models, B2B sales have seen sweeping changes over the recent period amid rising customer demand for more seamless and transparent services. 1 “ The multiplier effect: How B2B winners grow ,” McKinsey, April 13, 2023. However, many industrial companies are failing to keep pace with their more commercially focused peers and, as a result, are becoming less competitive in terms of performance and customer services.

The most successful B2B players employ five key tactics to sharpen their sales capabilities: omnichannel sales teams; advanced sales technology and automation; data analytics and hyperpersonalization; tailored strategies on third-party marketplaces; and e-commerce excellence across the full marketing and sales funnel. 2 “ The multiplier effect: How B2B winners grow ,” McKinsey, April 13, 2023.

Companies using all of these tactics are twice as likely to see more than 10 percent market share growth than companies focusing on just one. 3 “ The multiplier effect: How B2B winners grow ,” McKinsey, April 13, 2023. However, implementation is not as simple, requiring a strategic vision, a full commitment, and the right capabilities to drive change throughout the organization. Various leading European industrial companies—part of McKinsey’s Industrial Gamechangers on Go-to-Market disruption in Europe—have achieved success by implementing the first three of these five sales tactics.

Omnichannel sales teams

The clearest rationale for accelerating the transition to omnichannel go-to-market is that industry players demand it. In 2017, only about 20 percent of industrial companies said they preferred digital interactions and purchases. 4 Global B2B Pulse Survey, McKinsey, April 30, 2023. Currently, that proportion is around 67 percent. In 2016, B2B companies had an average of five distinct channels; by 2021, that figure had risen to ten (Exhibit 1).

Excelling in omnichannel means enabling customers to move easily between channels without losing context or needing to repeat information. Companies that achieve these service levels report increased customer satisfaction and loyalty, faster growth rates, lower costs, and easier tracking and analysis of customer data. Across most of these metrics, the contrast with analogue approaches is striking. For example, B2B companies that successfully embed omnichannel show EBIT growth of 13.5 percent, compared to the 1.8 percent achieved by less digitally enabled peers. Next to purely digital channels, inside sales and hybrid sales are the most important channels to deliver an omnichannel experience.

Differentiating inside versus hybrid sales

Best-in-class B2B sellers have achieved up to 20 percent revenue gains by redefining go-to-market through inside and hybrid sales. The inside sales model cannot be defined as customer service, nor is it a call center or a sales support role—rather, it is a customer facing, quota bearing, remote sales function. It relies on qualified account managers and leverages data analytics and digital solutions to optimize sales strategy and outreach through a range of channels (Exhibit 2).

The adoption of inside sales is often an advantageous move, especially in terms of productivity. In fact, inside sales reps can typically cover four times the prospects at 50 percent of the cost of a traditional field rep, allowing the team to serve many customers without sacrificing quality of service. 5 McKinsey analysis. Top performing B2B companies are 50 percent more likely to leverage inside sales.

Up to 80 percent of a company’s accounts—often smaller and medium-sized customers, accounting for about half of revenues—can be covered by inside sales teams. 6 Industry expert interviews; McKinsey analysis. The remaining 20 percent often require in-person interactions, triggering the need for hybrid sales. This pertains to highly attractive leads as well.

Hybrid sales is an innovative model combining inside sales with traditional in-person interactions. Some 85 percent of companies expect hybrid sales will be the most common job role within three years. 7 Global B2B Pulse Survey, McKinsey, December 2022. Hybrid is often optimal for bigger accounts, as it is flexible in utilizing a combination of channels, serving customers where they prefer to buy. It is scalable, thanks to the use of remote and online sales, and it is effective because of the multiplier effect of numerous potential interactions. Of companies that grew more than 10 percent in 2022, 57 percent had adopted a hybrid sales model. 8 Global B2B Pulse, April 2023.

How an industrial automation solution player implemented game-changing inside sales

In 2019, amid soaring digital demand, a global leader in industrial digital and automation solutions saw an opportunity to deliver a cutting-edge approach to sales engagement.

As a starting point, the company took time to clearly define the focus and role of the inside sales team, based on product range, customer needs, and touchpoints. For simple products, where limited customer interaction was required, inside sales was the preferred go-to-market model. For more complex products that still did not require many physical touchpoints, the company paired inside sales teams with technical sales people, and the inside sales group supported fields reps. Where product complexity was high and customers preferred many touch points, the inside sales team adopted an orchestration role, bringing technical functions and field sales together (Exhibit 3).

The company laid the foundations in four key areas. First, it took time to sketch out the model, as well as to set targets and ensure the team was on board. As in any change program, there was some early resistance. The antidote was to hire external talent to help shape the program and highlight the benefits. To foster buy-in, the company also spent time creating visualizations. Once the team was up and running, early signs of success created a snowball effect, fostering enthusiasm among both inside sales teams and field reps.

Second, the company adopted a mantra: inside sales should not—and could not—be cost saving from day one. Instead, a significant part of the budget was allocated to build a tech stack and implement the tools to manage client relationships. One of the company’s leaders said, “As inside sales is all about using tech to obtain better outcomes, this was a vital step.”

The third foundational element was talent. The company realized that inside sales is not easy and is not for everyone—so finding the right people was imperative. As a result, it put in place a career development plan and recognized that many inside sales reps would see the job as a stepping stone in their careers. Demonstrating this understanding provided a great source of motivation for employees.

Finally, finding the right mix of incentives was key. The company chose a system based on compensation and KPI leading and lagging indicators. Individual incentives were a function of whether individuals were more involved with closing deals or supporting others, so a mix of KPIs was employed. The result was a more motivated salesforce and productive cooperation across the organization.

Advanced sales technology and automation

Automation is a key area of advanced sales technology, as it is critical to optimizing non-value adding activities that currently account for about two-thirds of sales teams’ time. More than 30 percent of sales tasks and processes are estimated to be partially automatable, from sales planning through lead management, quotation, order management, and post-sales activities. Indeed, automation leaders not only boost revenues and reduce cost to serve—both by as much as 20 percent—but also foster customer and employee satisfaction. (Exhibit 4). Not surprisingly, nine out of ten industrial companies have embarked on go-to-market automation journeys. Still, only a third say the effort has achieved the anticipated impact. 9 McKinsey analysis.

Leading companies have shown that effective automation focuses on four areas:

  • Lead management: Advanced analytics helps teams prioritize leads, while AI-powered chatbots contact prospective customers via text or email and schedule follow-up calls at promising times—for example, at the beginning or end of the working day.
  • Contract drafting: AI tools automate responses to request for proposal (RFP) inquiries, based on a predefined content set.
  • Invoice generation: Companies use robotic process automation to process and generate invoices, as well as update databases.
  • Sales commission planning: Machine learning algorithms provide structural support, for example, to optimize sales commission forecasting, leading up to a 50 percent decline in time spent on compensation planning.

How GEA seized the automation opportunity

GEA is one of the world’s most advanced suppliers of processing machinery for food, beverages, and pharmaceuticals. To provide customers with tailored quotes and services, the company launched a dedicated configure, price, quote (CPQ) system. The aim of the system was to enable automated quote creation that would free up frontline sales teams to operate independently from their back office colleagues. This, in turn, would boost customer interaction and take customer care to the next level.

The work began with a bottom-up review of the company’s configuration protocols, ensuring there was sufficient standardization for the new system to operate effectively. GEA also needed to ensure price consistency—especially important during the recent supply chain volatility. For quotations, the right template with the correct conditions and legal terms needed to be created, a change that eventually allowed the company to cut its quotation times by about 50 percent, as well as boost cross-selling activities.

The company combined the tools with a guided selling approach, in which sales teams focused on the customers’ goals. The teams then leveraged the tools to find the most appropriate product and pricing, leading to a quote that could be enhanced with add-ons, such as service agreements or digital offerings. Once the quote was sent and agreed upon, the data automatically would be transferred from customer relationship management to enterprise resource planning to create the order. In this way, duplication was completely eliminated. The company found that the sales teams welcomed the new approach, as it reduced the time to quote (Exhibit 5).

Data analytics and hyperpersonalization

Data are vital enablers of any go-to-market transformation, informing KPIs and decision making across operations and the customer journey. Key application areas include:

  • lead acquisition, including identification and prioritization
  • share of wallet development, including upselling and cross-selling, assortment optimization, and microsegmentation
  • pricing optimization, including market driven and tailored pricing, deal scoring, and contract optimization
  • churn prediction and prevention
  • sales effectiveness, so that sales rep time allocations (both in-person and virtual) are optimized, while training time is reduced

How Hilti uses machine data to drive sales

Hilti is a globally leading provider of power tools, services, and software to the construction industry. The company wanted to understand its customers better and forge closer relationships with them. Its Nuron battery platform, which harvests usage data from tools to transform the customer experience and create customer-specific insights, provided the solution.

One in three of Hilti’s frontline staff is in daily contact with the company’s customers, offering advice and support to ensure the best and most efficient use of equipment. The company broke new ground with its intelligent battery charging platform. As tool batteries are recharged, they transfer data to the platform and then to the Hilti cloud, where the data are analyzed to produce actionable insights on usage, pricing, add-ons, consumables, and maintenance. The system will be able to analyze at least 58 million data points every day.

Armed with this type of data, Hilti provides customers with advanced services, offering unique insights so that companies can optimize their tool parks, ensuring that the best tools are available and redundant tools are returned. In the meantime, sales teams use the same information to create deep insights—for example, suggesting that companies rent rather than buy tools, change the composition of tool parks, or upgrade.

To achieve its analytics-based approach, Hilti went on a multiyear journey, moving from unstructured analysis to a fully digitized approach. Still, one of the biggest learnings from its experience was that analytics tools are most effective when backed by human interactions on job sites. The last mile, comprising customer behavior, cannot be second guessed (Exhibit 6).

In the background, the company worked hard to put the right foundations in place. That meant cleaning its data (for example, at the start there were 370 different ways of measuring “run time”) and ensuring that measures were standardized. It developed the ability to understand which use cases were most important to customers, realizing that it was better to focus on a few impactful ones and thus create a convincing offering that was simple to use and effective.

A key element of the rollout was to ensure that employees received sufficient training— which often meant weeks of engagement, rather than just a few hours. The work paid off, with account managers now routinely supported by insights that enrich their interactions with customers. Again, optimization was key, ensuring the information they had at their fingertips was truly useful.

Levers for a successful transformation

The three company examples highlighted here illustrate how embracing omnichannel, sales technology, and data analytics create market leading B2B sales operations. However, the success of any initiative will be contingent on managing change. Our experience in working with leading industrial companies shows that the most successful digital sales and analytics transformations are built on three elements:

  • Strategy: As a first step, companies develop strategies starting from deep customer insights. With these, they can better understand their customers’ problems and identify what customers truly value. Advanced analytics can support the process, informing insights around factors such as propensity to buy and churn. These can enrich the company’s understanding of how it wants its go-to-market model to evolve.
  • Tailored solutions: Customers appreciate offerings tailored to their needs. 10 “ The multiplier effect: How B2B winners grow ,” McKinsey, April 13, 2023. This starts with offerings and services, extends to pricing structures and schemes, and ways of serving and servicing. For example, dynamic pricing engines that model willingness to pay (by segment, type of deal, and route to market) may better meet the exact customer demand, while serving a customer completely remotely might better suit their interaction needs, and not contacting them too frequently might prevent churn more than frequent outreaches. Analytics on data gained across all channels serves to uncover these needs and become hyperpersonalized.
  • Single source of truth: Best-in-class data and analytics capabilities leverage a variety of internal and external data types and sources (transaction data, customer data, product data, and external data) and technical approaches. To ensure a consistent output, companies can establish a central data repository as a “single source of truth.” This can facilitate easy access to multiple users and systems, thereby boosting efficiency and collaboration. A central repository also supports easier backup, as well as data management and maintenance. The chances of data errors are reduced and security is tightened.

Many companies think they need perfect data to get started. However, to make productive progress, a use case based approach is needed. That means selecting the most promising use cases and then scaling data across those cases through speedy testing.

And with talent, leading companies start with small but highly skilled analytics teams, rather than amassing talent too early—this can allow them to create an agile culture of continual improvement and cost efficiency.

As shown by the three companies discussed in this article, most successful B2B players employ various strategies to sharpen their sales capabilities, including omnichannel sales teams; advanced sales technology and automation; and data analytics and hyperpersonalization. A strategic vision, a full commitment, and the right capabilities can help B2B companies deploy these strategies successfully.

Paolo Cencioni is a consultant in McKinsey’s Brussels office, where Jacopo Gibertini is also a consultant; David Sprengel is a partner in the Munich office; and Martina Yanni is an associate partner in the Frankfurt office.

The authors wish to thank Christopher Beisecker, Kate Piwonski, Alexander Schult, Lucas Willcke, and the B2B Pulse team for their contributions to this article.

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A New Way to Compensate Sales Teams

  • Sangram Vajre
  • Lindsay Cordell

powerpoint presentation on sales performance

Too many companies still assign quotas and commissions, which results in overpaying some reps and underpaying others.

Although the business environment is completely different than it was 20 years ago, the way most companies structure sales quotas and compensation has not evolved to keep up. To effectively compensate your sales team, follow these five steps. First, companies should determine their go-to-market maturity and set goals accordingly. They should then identify what is actually driving growth. Next, they should assess their current performance, evaluate their teams, and finally, create a new plan that more closely resembles their compensation goals.

Managing sales teams has never been easy. It involves dealing with independent personalities, frequent turnover, training challenges, and disappointing pipelines. New layers of technology are added frequently, and while these tools are designed to make jobs easier, they often frustrate employees instead. I talk to hundreds of sales leaders each year at B2B companies of all sizes, and a common theme has emerged: Although the business environment is completely different than it was 20 years ago, the way most companies structure sales quotas and compensation has not evolved to keep up.

  • SV Sangram Vajre is the CEO of GTM Partners .
  • LC Lindsay Cordell is a Senior GTM Analyst at GTM Partners.

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Quarterly sales performance review powerpoint presentation with slides

To leave a lasting impression with your quarterly sales performance review PowerPoint presentation, you off course need a good PPT example. Taking this into account here we have come up with a readymade PPT sample file to help you look back and thoroughly do performance management, performance review or performance evaluation for future success. Going further, using our qbr marketing presentation deck you can set the tone of a sales meeting to discuss next quarter plans so as to ensure efficient business goals achievement. Best part here is that you can apply our PowerPoint slide deck for your organizational development by portraying various sales data relations and methods to trim down operational costs. Not finished yet, our creative template designs like quarterly pipeline summary, sales cycle, quarter track record, weekly/quarterly sales summary etc. prove handy to address all significant concepts linked to an operational review meeting. Conclusion here is that if you want everything just right in your next quarterly performance review PPT slide show, then you should not look beyond this exclusive PPT sample. Investigate every clue with our Quarterly Sales Performance Review Complete Powerpoint Deck With Slides. Establish the interplay of events.

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Complete deck having 60 original quarterly business review template designs. Vibrant color template slides to illustrate various related concepts. 100 % editable presentation background, color, layout or text . Comprises of comparisons and graphic tables for better comprehension. No limited space hence easy to introduce text or titles. Well compatible with all sorts of modern software’s. Single click PDF and JPG formats conversion process. Saves time with speedy downloading procedure. The stages in this process are selling, business, sales, success, strategy, planning, review.

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Content of this Powerpoint Presentation

Slide 1 : This slide presents Quarterly Sales Performance Review. State your company name and continue. Slide 2 : This slide shows your company Agenda. Add it here. Slide 3 : This slide presents Quarterly Pipeline Summary with the following stages- Discovery, Pre-Qualification, Qualification, Solution Design, Evaluation, Decision, Negotiation, Closed. It also shows the following steps- Prospect Identified, Opportunity Assessed, Active Solution Evaluation, Pricing Proposal Presented, Initial Contact Made, Complete Solution Defined, Presented To Decision Maker, Revenue Recognition. Slide 4 : This slide presents Sales Cycle in a flow diagram form with the following stages- Awareness, Consideration, Purchase, Service, Loyalty. Slide 5 : This slide shows Weekly/Quarterly Sales Summary with Total Sales. Slide 6 : This slide also shows Weekly/Quarterly Sales Summary. Slide 7 : This slide displays Quarterly Sales Revenue By Product graphically. Slide 8 : This slide shows a funnel image stating Key Sales Performance Metrics. These metrics include- Trials, Closed Deals, Visitors, Campaigns to drive traffic. Slide 9 : This slide presents Quarter Track Record in charts and graphs. Slide 10 : This slide shows Opportunity Timeline. You can add the relevant data such as milestones, journey etc. in this timeline and make use of it. Slide 11 : This slide shows Opportunity Score matrix. We have provided few text boxes for you to put relevant data. Slide 12 : This slide also shows Opportunity Score matrix with the following four points- Qualify (Sales Development), Pass to Sales, Scrap, Nurture (Marketing). Slide 13 : This slide presents Product Wise Pipeline Analysis with text boxes to fill. Slide 14 : This slide shows Next Quarter Deals. Slide 15 : This is Voice Of The Customer slide to state customer problems, opinions etc. Slide 16 : This slide presents Win-Loss Review in percentage etc. Slide 17 : This slide shows Pipeline Quality graph with two aspects- Sales Stage on x-axis and Opportunity Age shown on the y-axis. Slide 18 : This slide presents Pipeline Quality in a matrix form with- Qualify (Sales Development), Pass to Sales, Scrap, Nurture (Marketing). Slide 19 : This slide shows Key Sales Initiatives in a funnel image form. Slide 20 : This slide also shows Key Sales Initiatives in a funnel image form. Slide 21 : This slide presents Forecast Accuracy graph indicating the Upper Control Limit (UCL), Lower Control Limit (UCL). Slide 22 : This slide also shows Forecast Accuracy graph. Slide 23 : This slide presents Current Quarter Portfolio in a pie chart/ graph form. It also shows various icons and text boxes to fill. Slide 24 : This slide presents Current Quarter Portfolio graph. Slide 25 : This is Sales Rep Performance Scorecard matrix slide showing the Overall Territory Performance. Slide 26 : This slide shows Sales Rep KPI Tracker. Slide 27 : This is Channel KPIS slide showing- Stationary POS, Online POS, Mobile POS, Catalog / magazine, Call Center, Instore Displays, Inspiration, Evaluation, Purchase, After -Sales. Slide 28 : This slide also shows Channel KPIS on the basis of- Sales density (€ Per Sqm ), Personnel Cost (€ Per Sqm ), Real Estate Cost (€ Per Sqm ), Inventory Turnover. Slide 29 : This slide shows Partner Sales with cloud imagery. It also shows- Marketing Literature, Sales Tools, Channel Incentives, Product Promotions, Deal Registration, News & Events. Slide 30 : This slide displays 4 Quarter Track Record in charts and graphs. Slide 31 : This slide also shows 4 Quarter Track Record graph. Slide 32 : This is Partner Score Card slide showing Talent Scorecard. Slide 33 : This slide presents Competitive Analysis. Slide 34 : This slide also presents Competitive Analysis in a graphical form. Slide 35 : This slide presents Funnel Forecast Review. You can add text as per your need. Slide 36 : This slide also shows Funnel Forecast Review. Slide 37 : This slide shows Critical Opportunity Review. Slide 38 : This is Sales Process Map slide in people silhouettes and funnel imagery to go with. Slide 39 : This slide also shows Sales Process Map in a funnel form with text boxes. You can add information as per your requirement. Slide 40 : This slide presents Lead Generation Model with funnel imagery and text boxes. Slide 41 : This slide shows Projected Quarterly Sales. Use this slide to show your own quarterly sales. Slide 42 : This slide also shows Projected Quarterly Sales with icon imagery and text boxes. Slide 43 : This slide shows Sales And Operations Planning Process Guide. We have provided few text boxes for you to add relevant information. Slide 44 : This slide shows Sales Team Target And Achievement bar graph. Present your own data in a graphical form form. Slide 45 : This is Sales Performance Versus Target slide with metric imagery. You can add your own sales performace and target stats in this slide and compare the two accordingly. Slide 46 : This slide is titled Additional Slides to move ahead. You can alter the content as per need. Slide 47 : This slide showcases Our Team with name, designation etc. to fill. Slide 48 : This is Our Goal slide with target and arrow imagery. Use it to state your goals. Slide 49 : This slide showcases Comparison of two entities- Male and Female. Slide 50 : This is Dashboard slide to show metrics, KPIs etc. Slide 51 : This is a Location slide to show global growth, presence etc. on a world map image. Slide 52 : This is a Timeline slide to present important dates, journey, evolution, milestones etc. Slide 53 : This is Target With Arrow image slide. Use it to state your targets, goals etc. Slide 54 : This is a Venn diagram image slide to show information, specifications etc. Slide 55 : This is a Mind Map slide to show behavioral segmentation, information or anything relative. Slide 56 : This is a MATRIX slide with High and Low parameters. Slide 57 : This is a Bulb or Idea slide to state a new idea or highlight specifications/ information etc. Slide 58 : This slide shows a Magnifier Glass image with text boxes. Slide 59 : This slide shows a creative Bar Graph to show product comparison, growth etc. Slide 60 : This is a Thank You slide for acknowledgement or to end the presentation.

Quarterly sales performance review powerpoint presentation with slides with all 60 slides:

The final image generated by our Quarterly Sales Performance Review Complete Powerpoint Deck With Slides is impressive. It ensures all the elements gel.

Quarterly sales performance review powerpoint presentation with slides

The purpose of the Quarterly Sales Performance Review is to analyze and evaluate the company's sales performance over the past quarter.

The stages involved in the sales cycle are Awareness, Consideration, Purchase, Service, and Loyalty.

Some key sales performance metrics mentioned in the presentation are Trials, Closed Deals, Visitors, and Campaigns to drive traffic.

The Opportunity Score matrix is used to assess and evaluate sales opportunities and decide whether to Qualify (Sales Development), Pass to Sales, Scrap, or Nurture (Marketing) them.

The Competitive Analysis slide is used to analyze and evaluate competitors' performance in the market and identify areas of improvement for the company's products and services.

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Monthly Sales Review Meeting

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  23. Quarterly Sales Performance Review PowerPoint Presentation With Slides

    Slide 1: This slide presents Quarterly Sales Performance Review.State your company name and continue. Slide 2: This slide shows your company Agenda.Add it here. Slide 3: This slide presents Quarterly Pipeline Summary with the following stages- Discovery, Pre-Qualification, Qualification, Solution Design, Evaluation, Decision, Negotiation, Closed.It also shows the following steps- Prospect ...

  24. Monthly Sales Review Meeting

    Sales are increasing!" This situation is a bit embarrassing, but you can use our template to make sure it won't happen. It's full of gradients, winding shapes, photos in black and white, editable graphs, diagrams and tables, and important data that your colleagues must know. Well, for the latter, you'll need to add it first, but it's easy ...