the complete guide to success story marketing

Arm Your Sales Team with Customer Success Slides

Author: ; Published: Mar 9, 2015; Category: Uncategorized; Tags: ; No Comments

nervous woman

It’s 9 a.m. and your sales rep is preparing for a big meeting with a hot prospect in two hours. The rep is building a PowerPoint with all the key differentiators about your company.

What examples can she share of current customer successes?

Although she’s got a good written customer case study that fits the prospect’s situation, she needs a slide to represent it.

In most cases, the sales rep has to stop and craft a slide with the key points – and many do. I’ve seen multiple examples of such slides, quickly created by the sales rep.

But slides created individually by reps don’t always follow a consistent format, and they aren’t available as common assets for all reps to use.

Instead, make it easy for your sales reps. Include ready-to-go slides in their toolkit of sales support assets.

Then, they can simply grab a slide that fits the prospect they’re approaching.

What to Include
On your summary slide, include…
•    Your branding
•    An engaging, results-oriented headline
•    The featured customer’s logo
•    8 to 10 short bullets that cover Challenge, Solution and Results
•    A customer quote, if there’s space

Tip: Make this slide creation nearly turnkey by including the same bullets in the sidebar summary that are on the written case study or in the web summary, and then copy and paste them into your slide.

Voila! You have your slide ready for the rep to grab for that 11 a.m. meeting.

Here’s an example:

AC-0324-11 Rodale PowerPoint Case Study 6-1-2012