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How to save time preparing for sales meetings

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No one ever got to the end of their career and said, “I wish I’d spent more time prepping and creating presentations.” Well, not too many people, and we’re not sure we’d want them on our team anyway! But there must be plenty of people who say, “I wish I’d been better prepared for certain meetings and business reviews.”

According to Aberdeen Strategy & Research, sales professionals spend 43 hours a month searching for data. And top of that, Doodle’s State of Meetings report concluded that over half a trillion in company assets are spent yearly on the personal time and resources it takes to prepare presentations and other collateral for meetings. 

For the purposes of this article, we define a quality presentation as having the below components:

  • Accurate data that tells a story
  • Professionally branded 
  • An outstanding pitch!  

Seems straightforward enough. We can help you with the first two, and maybe we can suggest some tips for the last one. Let’s dive straight in.  

Data that tells a story  

This really is where sales-i does all the hard work with your data. Our software leverages millions of lines of transactions from ERP systems and delivers them into Salesforce every day.  

We like to think of it as three simple questions, answered straightforwardly by giving you the answers that sit deep in your data.  

  • "What is our customer buying from us?”   
  • "What isn't our customer buying from us?"  
  • "What should our customer be buying?"  

Your presentation will have all that information in there, ready for you to write your sales notes. 

Professionally branded  

It might not always feel like a key factor in your presentation but people notice when something doesn’t look on-brand or as though it’s been created from a thousand gifs downloaded from the internet. It’s worth spending time to fine-tune that presentation.  

Creating these documents manually can take hours when done by hand. So, the benefit is the amount of time and effort you’ll save every day preparing for upcoming business reviews/meetings. 

As we often say here at sales-i, we’re freeing you up to get on with the part of the job that matters most: selling. 

Did you know? 

sales-i can help with creating a customer-friendly presentation deck to share in-person or over Zoom with the click of a button. Setting the parameters, gathering data, and exporting a meeting-ready presentation in your brands’ colors couldn't be simpler.

An outstanding pitch!

We know you know how to pitch, it’s what you’re great at. But here are some reminders.  

  • Make sure you research your audiences' needs before you go in.
  • Stay tuned to your core message. Leave them with a solution and not confusion. 
  • Don't let a presentation go on for longer than 20 minutes.
  • Breath. You'd be surprised how many times people forget to regulate their breathing during a high-stakes presentation.  

sales-i  and Salesforce. Together, we’ve got this. 

Find out more about Salesforce and sales-i working together on our dedicated page.



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