I’m willing to take a bet with you. I bet that producing sales presentations, pitch documents and proposals isn’t your favourite part of the job.
Sales professionals by nature, tend to be sociable creatures. And this tends to be what secures the win. Show me a business developer who prefers battling with PowerPoint to being out meeting clients and prospects – and I’ll wager they’re not the most successful person in your team.
So here are our tips that will help you spend more time building relationships, and fewer hours chained to your desk.
How can I produce sales presentations in less time?
We’ve identified a few of the main stumbling blocks faced by business developers when pulling together RFPs, pitches and proposals. Here we look at ways you can overcome them to produce compliant, compelling documents in less time.
1. Make branding a no-brainer
You spend ages on a presentation… and it’s rejected by Compliance or Marketing because it’s off-brand.
Create a library of on-brand document templates to get over this hurdle. They can lock down on-brand fonts, colours and styles, making sure they are used automatically. And a library of compliant imagery means your visuals pass the branding test too.
Having a suite of templates to use as starting points for all your documents means you can dramatically increase the chances of getting Compliance and Marketing approval first time.
And by having pre-approved master documents to hand, you will save yourself hours in admin and rework.
2. Make sure you’ve got Compliance-ready content
One of the bugbears of sales materials is the constantly-changing corporate data you need to include. AUM, performance figures, disclaimers – use out-of-date information and your documents will be knocked back by Compliance.
But it can be easier said than done to find up-to-the-minute data. You can make your life simpler by building a library of accurate information and current data.
Then you can simply insert pre-approved material into your documents where you need it. This will save you and your Compliance team time. They don’t need to re-check already approved content – and you won’t have to revisit incorrect data.
3. Learn shortcuts that can help
A lot of your time can be taken up producing accurate and visually-appealing graphs and tables.
But a document and template library can enable you to produce branded charts and tables in one click, making the design of on-brand visuals pain-free. Read our 7 ways to make your PowerPoint charts better for more tips.
4. Produce winning documents on the move
You want to be out and about as much as you can – this is where relationships are built and sales are made. But it can be difficult when presentations rely on your access to corporate systems.
Investigate solutions that can help.
Some template and document libraries give offline access, enabling you to update your presentations anywhere, by tapping into the pre-approved material you’ve created previously.
You can work on your proposals while travelling or waiting for a meeting – and make those last-minute tweaks that create a winning presentation.
Take these tips on board and you will dramatically reduce the time you take to produce sales presentations and pitch documents. For more time-saving tips, download our cheat sheet, How to create graphs and charts in PowerPoint. It’s free, and you can get a copy here.