Learn how to select the perfect tool for your sales pitch based on your goals, audience, budget, and options. Compare and contrast different platforms and commit to the best one.

A $500,000 deal; concluded in less than 4 minutes, sealed with nothing more than a plain brown paper bag. Your potential client will always be unimpressed by your presentation deck but intrigued when you connect personally to their product and business. Before investing time in designing a deck and spending hours on finding "the" platform or template. Challenge yourself, explore what real, tangible object could replace the traditional deck. Once you've cracked that creative code, then absolutely any platform can be helpful in supplementing your pitch, just dont make it your only pitch.

How can you choose the perfect presentation platform for your sales pitch?

Choosing the perfect presentation platform for your sales pitch can make or break your chances of closing a deal. With so many options available, how do you decide which one suits your needs and your audience's preferences? In this article, we'll share some tips and criteria to help you select the best tool for your sales pitch.

1 Know your goals

Before you start browsing different presentation platforms, you need to have a clear idea of what you want to achieve with your sales pitch. Do you want to inform, persuade, inspire, or entertain your audience? Do you want to showcase your product, service, or solution in action? Do you want to interact with your audience, collect feedback, or generate leads? Your goals will determine the type and level of functionality, interactivity, and engagement you need from your presentation platform.

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Loren Lee, MBA

Building Sustainable Legacies
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1. Understand your audience's preferences & technical capabilities. 2. Consider the nature of your content. You might opt for PowerPoint or a data visualization tool. 3. Decide on your preferred presentation style. 4. Evaluate the features offered by different platforms. 5. Choose a platform that allows you to customize the design to match your branding & create a professional look. 6. Ensure the platform is compatible with the devices your audience will be using. 7. Consider accessibility features for your audience. 8. Select a platform you're comfortable with & have experience using. 9. Have a backup plan in case of technical issues. 10. Gather feedback from colleagues or mentors to fine-tune your choice.

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2 Know your audience

Another factor to consider when choosing a presentation platform is your audience. Who are they, where are they, and how will they access your sales pitch? Are they tech-savvy or not? Are they familiar with your industry or not? Are they interested in your offer or not? How do they prefer to consume information: visually, audibly, or textually? Your audience will influence the design, content, and delivery of your sales pitch, as well as the features and compatibility of your presentation platform.

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Rama Alsheikh

Tech & SaaS Sales Leader | Building High-Performing Teams, Accelerating Sales Cycles & Expanding Markets | Business Development & Growth Strategy | AI and VR Business Innovation
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A $500,000 deal; concluded in less than 4 minutes, sealed with nothing more than a plain brown paper bag. Your potential client will always be unimpressed by your presentation deck but intrigued when you connect personally to their product and business. Before investing time in designing a deck and spending hours on finding "the" platform or template. Challenge yourself, explore what real, tangible object could replace the traditional deck. Once you've cracked that creative code, then absolutely any platform can be helpful in supplementing your pitch, just dont make it your only pitch.

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3 Know your budget

Of course, you also need to know how much you can afford to spend on your presentation platform. There are many free or low-cost options available, but they may have limitations in terms of storage, customization, branding, analytics, or support. On the other hand, there are also premium or enterprise options that offer more advanced and integrated capabilities, but they may be too expensive or complex for your needs. You need to weigh the costs and benefits of each option and find the best value for your money.

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4 Know your options

Once you have defined your goals, audience, and budget, you can start exploring the different presentation platforms available. There are three main categories of platforms: online, offline, and hybrid. Online platforms are web-based applications that allow you to create, share, and deliver your sales pitch online. Offline platforms are software programs that allow you to create and deliver your sales pitch offline, but you may need to export or upload it online if you want to share it. Hybrid platforms are applications that combine the features of online and offline platforms, allowing you to create, share, and deliver your sales pitch both online and offline.

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Beuuy Sanga

Agritech Entrepreneur | Agri journalist
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I always stick to hybrid platforms cause you never know what happened during the process. Hybrid platform is very important especially when you deliver sales pitch to the unfamiliar audience.

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5 Compare and contrast

After you have narrowed down your options, you need to compare and contrast them based on several criteria. These criteria may include: ease of use, customization, branding, functionality, interactivity, engagement, compatibility, security, analytics, support, and reviews. You can use a comparison matrix or a checklist to evaluate each option and rank them according to your preferences. You can also test-drive each option by creating a sample sales pitch and getting feedback from your colleagues or clients.

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6 Choose and commit

Finally, you need to choose and commit to the presentation platform that best meets your needs and expectations. You can start by selecting the top two or three options and then eliminating the least favorable one. You can also consider the pros and cons of each option and how they align with your goals, audience, and budget. Once you have made your decision, you need to stick to it and master the platform. You can learn from tutorials, guides, or courses, and practice your sales pitch until you feel confident and comfortable with it.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How can you choose the perfect presentation platform for your sales pitch?

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1 Know your goals

2 Know your audience

3 Know your budget

4 Know your options

5 Compare and contrast

6 Choose and commit

7 Here’s what else to consider

Presentations

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How can you choose the perfect presentation platform for your sales pitch?

1

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3

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5

6

7

1 Know your goals

2 Know your audience

3 Know your budget

4 Know your options

5 Compare and contrast

6 Choose and commit

7 Here’s what else to consider

Presentations

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