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SalesPresentations Overview

What Are SalesPresentations?

SalesPresentations allow you to create professional, interactive product presentations that showcase ideas, product recommendations, branding concepts, and curated collections for your customers.

Rather than sending a simple product list or PDF, you can provide an engaging presentation that allows customers to explore products, compare options, provide feedback, and move towards a purchasing decision.

SalesPresentations are ideal when customers are still deciding what they want and need inspiration before requesting or approving a quote.

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Why Use SalesPresentations?

SalesPresentations help you create a more engaging buying experience while reducing the time spent creating multiple quotes.

They can help you:

  • Present multiple product options in one place

  • Showcase branding concepts and decoration ideas

  • Inspire customers with curated product collections

  • Reduce back-and-forth communication

  • Gather customer feedback before quoting

  • Increase average order value through upselling and cross-selling

  • Create a more professional sales experience

Instead of preparing several different quotes, you can present multiple ideas in a single presentation and allow the customer to narrow down their preferred products.


How the SalesPresentation Workflow Works

SalesPresentations are designed to help customers make informed decisions before moving into the quoting process.

1. Create a SalesPresentation

Create a new SalesPresentation from scratch or use one of your saved templates.

Templates allow you to quickly create consistent presentations for different industries, customer types, or sales scenarios.

2. Customize the Presentation

Customize the presentation to reflect your customer's brand and requirements.

Depending on your presentation, you can customize:

  • Header content

  • Titles

  • Supporting text

  • Images

  • Footer content

  • Product groups

  • Buttons and customer actions

This allows every presentation to feel tailored to the individual customer.

3. Add Products

Add the products you would like to recommend.

Products can be added individually or sourced directly from your product catalog.

Each product can include:

  • Images

  • Product information

  • Decoration options

  • Pricing (if desired)

  • Additional costs

  • Product variants

Products can also be grouped into categories, making it easier for customers to compare different options.

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4. Send the Presentation

Once complete, send the SalesPresentation to your customer.

Customers receive a branded, interactive presentation they can access online.

5. Customer Reviews the Options

Customers can browse products, compare options, leave feedback, and identify the products they are most interested in.

This helps refine the final product selection before creating a quote.

6. Convert to a Quote

Once the customer has chosen their preferred products, they can be converted into a SalesQuote, allowing your normal sales workflow to continue.


The Customer Experience

SalesPresentations are designed to make product selection simple and engaging.

Customers can:

  • Browse product ideas

  • Compare multiple options

  • View product information

  • Review branding concepts

  • Leave feedback

  • Identify preferred products

Instead of reviewing several different PDFs or emails, customers receive one organized presentation that makes choosing products much easier.


The Internal Experience

SalesPresentations help your team spend less time creating multiple quotes while improving the overall buying experience.

Because customers can review multiple options before requesting pricing, your team can:

  • Better understand customer preferences

  • Reduce quote revisions

  • Present more product ideas

  • Increase average order value

  • Improve conversion rates

  • Create a more consistent sales process


Key Takeaway

SalesPresentations help customers explore ideas before committing to a purchase.

By presenting multiple products, branding concepts, and recommendations in a professional, interactive format, you can create a better buying experience, reduce unnecessary quote revisions, and guide customers towards selecting the right products before preparing a final quote.


Learn More About SalesPresentations

Explore our SalesPresentations resources and step-by-step guides in the Hoops Learning Centre - SalesPresentations.

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