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Sales Presentation Management Tools

Sales Presentation Management Tools

The presentation is what makes or breaks a deal. All your meetings, conversations, and research culminate in the final pitch, where converting a prospect into a client takes place. You may make one presentation or several, but each time your sales reps step up to the plate, it can make or break the entire process. With the right sales presentation management tool, you can stack the odds in your favor.

HeyBuddy is a customizable mobile app that features intuitive functionality designed to augment your presentation capabilities. Our platform provides secure, accessible data sourced from even the deepest depths of your CRM, HRIS, or any other synched complex system to while remaining flexible enough to adapt to any section of your company’s ecosystem.

How to Deliver the Best Sales Presentation

The most compelling part of what closes deals is the sales representative. Persuasion is an intrinsically human feat, but it’s one that can be handsomely supported by the use of effective sales presentation management tools.

Delivering a compelling sales presentation is a before, during, and after process, aligning a series of practices together to ensure you’re making the best impression. Believe us, this isn’t a process you do once and can copy over and over again; each prospect deserves their own special attention and unique presentation to get the seal of approval.

This process, thankfully, can be broken down into three steps:

  1. Research the company and your contact
  2. Presentation prep-work
  3. Deliver the presentation and follow up

Research the Company and Your Contact

You need to find out what makes your prospect tick. What are their goals, their needs, their challenges and how they might use your product to solve them. Searching through your CRM to find relevant data is usually a frustrating and sometimes futile task, but HeyBuddy makes the data retrieval process fruitful, easy-to-use, and fast.

While your CRM helps with initial insights, it helps to do your own footwork. Your prospect’s website is an excellent source of information, allowing you to gain perspective on their culture, infrastructure, history, and where they might go next. The more you understand your client, the better you can cater the presentation to them.

Presentation Prep-Work

Straight, to-the-point, and simplicity are hallmarks of a good presentation. No one wants to sit around for more than is necessary going through every inch of your company’s services, your prospects want what pertains to their challenges. Your salespeople are selling your company as more than just a product, but as an advisor who will help your client overcome challenges.

Designing the presentation has never been easier with HeyBuddy. Sales teams thrive on collaboration, which HeyBuddy facilitates with easy communal documents, sharing, and free editing between team members. Leaning on the support of your coworkers will help your presentation excel.

And don’t forget to practice. Always practice, practice, practice.

Deliver and Follow Up

Your presentation should be the closing end of your meeting, leaving a lasting impression of what your company offers, your history of success, and helping answer any questions your prospects may have. Once your pitch is concluded, make sure to follow up. HeyBuddy automatically updates your CRM with the complete activity of your meeting, recording important information that keeps you informed for when you next reach out to them.

HeyBuddy plays an instrumental part in each step of the process. A sales presentation management tool is more than an app; it’s a fixture that evolves, supports, and complements the entire sales effort. If you’re interested in utilizing our services, call us at 610-898-1330 or visit our website to learn more.

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  • Android, iOS, and Windows
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  • Multiple Environments
HeyBuddy

Reading, PA

info: + 610-898-1330

support@heybuddy.com

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