B2B Sales

How to Create Compelling Sales Decks and Templates

As the world shifts towards digital dominance, first impressions have never been more vital. Sales pitches, which were once held in boardrooms with printed brochures and physical prototypes, now rely on the compelling nature of digital sales decks. 

We live in the age of experiences. Buyers aren't just looking for products or services; they're seeking stories, narratives, and journeys that resonate. A boring sales deck is like reading a manual–dry, predictable, and forgettable. 

In the absence of engagement, the essence of your product or service is lost. If your deck fails to excite or intrigue, why would clients assume your product or service is different?

At its core, sales is a transfer of enthusiasm. Buyers today are informed. They seek clarity, value, and authenticity. If your sales deck doesn't resonate with these values, it inadvertently pushes them toward competitors who do. 

A compelling sales deck is your foot in the door. It’s an opportunity to wow potential buyers and stand out in a saturated market. 

Are you ready to explore the nuances of a technical sales presentation and how to supercharge your sales deck for maximum results? 

Strap in, and let's embark on the journey to masterful presentations.

What Is a Sales Deck?

A sales deck is a visual presentation tool designed to aid sales reps during pitches, showcasing the value of a product or service. These decks become the backdrop to a seller's narrative, acting as a visual cue and information source. 

The importance of a sales deck cannot be overstated. In the rapidly evolving business landscape of fleeting attention spans, a well-designed sales deck captures and retains the interest of potential buyers. With a sales deck, you can: 

  • Clearly showcase your Unique Selling Points (USP)
  • Identify and address challenges and pain points
  • Provide interactive content, visuals, and compelling narratives
  • Lay out the benefits, features, and value proposition in a logical order

In the vast sea of business offerings, your USP is the lighthouse guiding potential buyers to your shores. A well-crafted sales deck illuminates these distinct qualities, ensuring that prospects instantly grasp what sets your product or service apart from the competition, giving you an upper hand in negotiations.

Empathy is a cornerstone of effective selling. By recognising and addressing your audience's specific challenges and pain points within your sales deck, you demonstrate a deep understanding of their needs and position your offering as the tailored solution they've been seeking.

Today's audiences are more discerning, and they crave engagement. Incorporating interactive content, vibrant visuals, and captivating stories into your sales deck creates a dynamic presentation experience. This immersive approach captures attention, fosters retention, and leaves a lasting impression long after the pitch concludes.

Clarity and coherence are the pillars of persuasive communication. Structuring your sales deck to logically flow from benefits to features–culminating in your value proposition–ensures your audience can effortlessly follow your narrative. 

At the end of the day, potential buyers will fully comprehend your offering's advantages and recognise the tangible value they stand to gain.

When Do You Need a Sales Deck?

First impressions count. Every sales pitch, regardless of the audience, can benefit from a sales deck. Sales decks are crucial when:

  • Introducing a product or service to a new audience.
  • Pitching to stakeholders or investors.
  • Conveying complex information in a digestible manner.
  • Differentiating your offer from competitors.
  • Creating a lasting impression in conferences or trade shows.

A sales deck is essentially the visual companion to your sales pitch. It plays a vital role in conveying your value proposition in an organised and engaging manner.

Making a lasting impression on a prospect is paramount, and a sales deck is the ace up your sleeve. It’s a complete game-changer when introduced at pivotal moments like initial company introductions or competitive pitches. 

Forward's digital sales room amplifies the experience and brings your sales game to the next level. Your remote pitches are more engaging, and you can guide conversations seamlessly–regardless of complexities or competition.

Trade shows, boardroom presentations, or investor pitches demand concise yet compelling content. Here, a visually striking sales deck becomes invaluable, quickly conveying your value and unique selling propositions. Pairing this with Forward's interactive platform means prospects can dive deep into tailored content even in time-constrained environments, ensuring that every pitch, regardless of setting, is as impactful as possible.

What Types of Templates Can a Sales Deck Include?

A typical sales deck should encompass a compelling narrative about your product, its benefits, evidence of its success, and a clear call to action. 

Visual elements, relatable storytelling, and directly addressing the prospect’s needs are paramount. 

So, what kind of templates translate well into an effective sales deck?

  • AI Presentation Templates: AI presentation templates are becoming the go-to as technology advances. They automatically adjust content based on audience behavior and preferences, offering a customised experience.
  • Clean Presentation Templates: For a minimalist approach, clean presentation templates are ideal. They offer simplicity and clarity, emphasising the content without unnecessary distractions.
  • Colorful Presentation Templates: Colorful presentation templates are perfect for infusing energy and vibrancy into a sales pitch. They can captivate audiences and make memorable impressions.
  • Creative Market Presentation Templates: Targeting designers or creatives? These templates are visually striking, ensuring your sales deck stands out.
  • Data Analytics Presentation Templates: When your sales deck revolves around numbers and trends, data analytics presentation templates are crucial. They present complex data in an easy-to-understand and visually appealing manner.
  • 3D Presentation Templates: For a futuristic and immersive experience, 3D presentation templates are the way to go. They offer depth, making your content pop and engaging your audience more effectively.
  • Customer Success Presentation Templates: Highlighting testimonials and success stories with customer success presentation templates is just plain smart. They're designed to showcase the benefits of your product or service through real-world examples.
  • Dynamic Presentation Templates: These templates are interactive, moving beyond static slides. Dynamic presentation templates can include animations, transitions, and interactive elements to engage the audience.
  • Recruitment Presentation Templates: When pitching a company to potential employees, recruitment presentation templates come in handy. They're tailored to highlight company culture, benefits, and job roles effectively.
  • Sales Interview Presentation Templates: For sales reps preparing for interviews, these templates offer a structured way to showcase personal achievements, skills, and strategies.
  • Templates for Case Study Presentation: Diving deep into specific success stories requires a detailed approach. Templates designed for case studies offer the perfect layout to delve into challenges, solutions, and outcomes.

Incorporating the right template into your sales deck ultimately elevates your presentation, ensuring it resonates with the target audience and leaves a lasting impression.

Two salespeople building a sales deck for a powerful presentation

Step-by-Step Guide to Creating a Killer Sales Deck From Scratch

Let’s break down exactly what goes into crafting a top-notch sales deck. From setting your initial sales goals to leveraging impactful CTAs, you’ll be well on your way to ‘wowing’ potential buyers.

Step 1: Lay Down Your Goals

Every presentation needs a clear objective. Determine whether your primary intent is to introduce a new product, persuade potential clients, offer vital information, or a blend of these. 

Setting goals is the first step in turning the invisible into the visible. - Tony Robbins, Author, and Motivational Speaker

Your goals will act as the compass, steering the content direction and ensuring it remains relevant and focused. 

With Forward, you can segment your digital sales room based on your objectives, providing a structured space for each purpose.

Step 2: Know Who You Are Pitching To

Tailoring your pitch to your audience is fundamental. Understand their needs, preferences, and pain points. 

Forward's digital sales rooms are transformative for this step. They provide an immersive, structured, and engaging buying experience that resonates with audiences seeking an escape from traditional, cluttered online sales methods.

Step 3: Perform Market Research

Understanding your position in the market is paramount. Analyze your competitors, gauge your strengths, and pinpoint your unique selling proposition (USP). 

Competition analysis is a fundamental step in understanding your business landscape. Scrutinise what your rivals are doing right, where they might falter, their product offerings, pricing strategies, marketing techniques, and customer feedback. 

By understanding their operations and strategies, you can identify gaps in the market, potential opportunities, and areas where you can have a competitive advantage.

This step equips you with the information necessary to highlight your product's superiority in a saturated market.

Step 4: Draw the Outline

The structure is key. Creating an outline ensures your presentation flows smoothly, building a logical narrative. This roadmap should delineate your main talking points, setting the stage for a compelling argument. 

Forwards' digital platform can help categorise these points, making the presentation more digestible for the audience.

Step 5: Create a Captivating Opening With Product Storytelling

First impressions aren't just fleeting moments; they set the tone for everything that follows. In your business presentations, capturing the audience's attention within the initial moments is pivotal. 

Kicking things off with an engaging story about your product can be a game-changer. Re-imagine that “eureka moment” when your product idea first sparked or recount a transformative experience where your product became the linchpin in turning around a struggling business.

Such narratives transcend mere data points and business jargon. They humanise your product, turning it into a character with a past, journey, and purpose. 

When potential buyers can visualise your product at the heart of a real-world scenario or understand the passion and challenges behind its inception, they form an emotional bridge with your brand. 

This emotional connection doesn't just heighten their engagement; it makes your product memorable. And evoking emotion through a story can be the touchstone that differentiates you from the rest and leaves an indelible mark on your prospect.

Forward allows you to weave this story interactively, enhancing audience engagement.

Step 6: Address Their Pain Points

It's essential to resonate with your audience. Detail the challenges they face and exhibit a profound understanding of their needs. This sets the stage for introducing your product as the answer to their problems. 

Did You Know? Addressing pain points is crucial in improving customer satisfaction and fostering brand loyalty. Businesses can enhance their products, services, and overall customer experience by identifying and effectively addressing the challenges or frustrations consumers face. According to a 2017 report by Forrester Research, companies that excel in customer experience outgrow their competitors by nearly 5 to 1 in revenue growth. This illustrates the tangible benefits of directly addressing and resolving business pain points.

Using Forward, you can create dedicated sections that interactively highlight these pain points and set the stage for how your product or service offers the solution.

Step 7: Introduce Your Product as the Solution

Once you've established the problems, present your product as the savior. Detail its features, benefits, and advantages over competitors. 

Forward's platform can accentuate this by offering immersive product demonstrations or interactive feature explorations.

Step 8: Add Appealing Visuals

Visuals enhance comprehension and retention. Incorporate high-quality images, infographics, and other visuals to underline significant points. 

Forward's interactive platform elevates this by allowing dynamic visual displays, ensuring your audience remains hooked.

Step 9: Show Testimonials and Case Studies

Establishing trust is easier with evidence. Share testimonials and deep-dive case studies that prove your product's efficacy. 

Forward can elevate this by showcasing interactive success stories, allowing potential clients to explore outcomes in detail.

Step 10: Add a Compelling Call-to-Action

Conclude with clarity. Specify the next steps you want your audience to take, be it scheduling another meeting, registering for a demo, or initiating a purchase. 

Ensure your call-to-action is persuasive and straightforward. 

With Forward, you can embed interactive CTAs, streamlining the follow-up process and driving engagement.

The building blocks of a successful presentation

Tips To Create a Winning Sales Deck

Forward brings sales deck presentations to the next level, ensuring maximum impact and elevating your pitch to unparalleled heights. Now that you have the building blocks for crafting a winning sales deck, use these tips to amplify your presentation. 

Tip #1: Understand the Power of Personalisation

Personalisation isn't just a trend; it's a powerful tool that can significantly enhance engagement. Online giants like Amazon have set the bar high, leading customers to crave tailored experiences. 

A study by Epsilon and GBH Insights revealed a striking insight: 80% of consumers expect retailers to offer personalised interactions. This insight translates to how mindsets are shifting across the board.

You demonstrate empathy and understanding by aligning your presentation with a prospect’s unique requirements. 

Did You Know? Reports from McKinsey & Company consistently show that personalised sales decks vastly outperform generic ones in terms of conversion rates. Prospects are more likely to engage with content tailored to their unique needs, industry challenges, and specific pain points. By directly addressing the concerns and aspirations of a potential client, personalised sales decks foster a deeper connection and demonstrate a genuine understanding of the prospect's situation.

With Forward's digital salesroom, personalisation reaches new heights, allowing you to tailor experiences that resonate deeply with your prospects.

Tip #2: Know Your Prospect

Understanding your prospect is the cornerstone of successful selling. As such, you’ll need to do some homework.

  • Take a deeper dive into their industry
  • Begin to understand their unique challenges
  • Become familiar with their pain points

It's about more than just adding their logo to a templatized sales deck and hoping for the best. Incorporating your prospect's ethos and tone signifies deep respect and understanding. 

Forward enhances this by offering a platform that can be easily tailored, mirroring the brand identity and values of the prospect.

Tip #3: Implement Solutions Tailored to the Buyer

You must present your product or service as a specific solution to the buyer's challenges. Highlighting your value propositions in the context of their issues is vital. 

“In its simplest terms, a value proposition is a positioning statement that explains what benefit you provide for who and how you do it uniquely well. It describes your target buyer, the pain point you solve, and why you’re distinctly better than the alternatives.” - Michael Skok, Founding Partner at Underscore VC, Executive Fellow at Harvard Business School

Additionally, real-world examples and relevant case studies can further solidify your position. 

Using Forward's platform, you can vividly illustrate these tailored, ensuring the prospect recognizes the tangible value you bring.

Tip #4: Know the Importance of Time Efficiency

In a fast-paced world, time is a luxury. On average, sales representatives invest 5-7 hours weekly in customising decks–time that could be better utilised elsewhere. 

Forward's digital sales room revolutionises this process, drastically cutting down the time required for personalisation, thereby amplifying productivity.

Tip #5: Incorporate Interactive and Collaborative Features

Modern prospects expect more than a one-way conversation. They seek engagement, collaboration, and real-time interaction. 

Forward's platform offers these exact features, allowing prospects to actively participate in discussions, ask questions, and provide instant feedback. You actively transform your presentation into a two-way, dynamic dialogue.

Tip #6: Move Beyond Traditional Presentations

Old PowerPoint sales decks, with their static slides and limited interactivity, are rapidly becoming obsolete. The future lies in interactive, visually engaging presentations that can be edited in real time. 

Forward offers these modern capabilities, ensuring that your sales deck not only provides information but also captivates and convinces.

Tip #7: Gather Feedback To Refine Future Presentations

Constructive feedback is the bedrock of continuous improvement. Capturing post-presentation insights from prospects can offer invaluable pointers for refinement. 

With Forward, you can easily solicit feedback, ensuring that every subsequent presentation is better than the last.

Tip #8: Stay Updated

Markets evolve, and so should your sales deck. 

It's imperative to regularly refresh your content with the latest findings, innovative solutions, and glowing testimonials. 

Forward's platform makes updating effortless, guaranteeing that your presentation remains cutting-edge and relevant.

Tip #8: Keep It Concise

While detail is important, brevity is golden. Overloading your deck can confuse and overwhelm potential buyers. A concise deck delivers the message clearly, enhancing comprehension. With 

With Forward's structured digital sales rooms, you can present bite-sized, impactful segments, ensuring clarity.

Tip #9: Consistency in Design

A cohesive design speaks of professionalism and brand integrity. Uniform fonts, consistent color schemes, and thematic designs reinforce brand identity. 

Forward's customisable platform ensures consistency is maintained throughout, elevating the overall look and feel.

Tip #10: Practice Your Pitch

No matter how well-crafted, a deck is only as good as the presenter. 

Regular rehearsal ensures your verbal narrative aligns seamlessly with the visual presentation, creating a compelling, unified pitch. 

The dynamic nature of Forward's platform allows for flexibility, ensuring that as you refine your pitch, the deck can adapt in tandem.

3 Top-Notch Sales Deck Examples To Inspire You


SORAA Sales Deck

Soraa kicks off its sales presentation with an eye-catching index featuring three key topics: “Quality of light,” “Simply perfect light,” and “Why Soraa?”

The company then explores the primary concerns of its potential clients: visualising the glow in their respective environments and tailoring Soraa's solutions to their unique requirements. It integrates the advantages of partnering with Soraa and consistently upholds its distinctive brand identity.


Accern Sales Deck

Software firm Accern ensures its brand identity takes center stage in its sales presentation.

Beyond leveraging design aesthetics to distinguish their deck, Accern prominently features client testimonials, offering tangible evidence of the results achieved using their tool.

These decks give a comprehensive snapshot of their offerings, challenges addressed, and solutions proposed. They're designed with adaptability in mind, allowing for customization to resonate with each potential client. A tailored presentation captures the prospect's attention and boosts the chances of securing their business.


QS Sales Deck

QS is a platform renowned for grading academic institutions. They’ve masterfully integrated icons and graphics in their sales presentation to convey their points. Notably, it's among the more concise sales decks you might come across.

When opting for a brief sales presentation, it's essential to be direct and prioritize the most crucial details at the beginning. QS highlights its unique functionalities, benefits, and tangible results experienced by clients.

Wow Your Customers with a Killer Sales Deck!

In an era where digital presence can make or break a deal, a powerful sales deck is no longer just an accessory—it's a necessity. Crafting the perfect sales deck might require effort, time, and numerous iterations, but its impact is undeniable. 

As we delve into the era of digital sales rooms like Forward, ensuring your sales presentation stands out is paramount. Are you ready to revolutionize your sales strategy?

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