On a frequent basis, I am getting asked, how to deliver a great product and company presentation in a B2B sales context. Today, I sat down to gather my thoughts and learnings for a project.
In order let everybody profit from them, I am publishing the learnings here as well.
There are important phases in every B2B sales presentation.
- Discovery / fact finding
- Presentation (product and company)
- Product demonstration
- Objection handling
- Next steps
This article focuses on the presentation part only and not on discovery or objection handling
In this post, we’ll cover
We structured the hacks into 4 different categories:
Presentation of Content
- Start with a compelling value proposition that directly addresses the customer’s specific needs and pain points.
- Tell customer success stories with measurable outcomes to make your pitch relatable and memorable. Use specific examples of how similar companies achieved ROI with your product.
- Highlight 3-4 key benefits, not just features. Translate product capabilities into direct advantages for the customer.
- Support claims with data, statistics and research from authoritative sources to back up your points.
- Keep slides simple and visual – limit text, use images/graphics to illustrate concepts, and show one idea per slide.
- Demonstrate the product live to show exactly how it solves problems. Break down processes step-by-step.
- Create a narrative arc – set the context, build tension with the current problem, show the solution, describe benefits, and end with a strong call-to-action.
- Customize content for the audience’s industry, role and technical knowledge. Don’t use jargon they won’t understand or potentially are unaware of.
- Keep presentations concise, ideally under 20 minutes. Attention spans are limited. Focus on what’s most impactful.
Interaction with Audience
- Maintain eye contact to connect with the audience. Find a friendly face to focus on if nervous.
- Smile and use open, confident body language. Avoid crossed arms, hands in pockets, or fidgeting.
- Project your voice clearly with varied tone and emphasis on key points. Match your vocal energy to the room size.
- Use purposeful gestures to emphasize points. Keep hands visible and avoid playing with objects.
- Ask questions to engage the audience – conduct live polls, invite raised hands, or use chat/Q&A tools.
- Add interactive elements every 10 minutes – a short exercise, discussion prompt, video, etc. to regain focus.
- Encourage note-taking by pausing after key points. Provide handouts or follow-up materials.
- Allow time for Q&A. Anticipate common questions/objections and prepare clear, confident responses.
- Get comfortable with brief silences. Pause to let points sink in or invite the audience to reflect.
- End by restating key takeaways. Provide contact info and invite further discussion.
In-Person Presentations
Small group setting (< 5 attendees)
- Use seating strategically. Sit together at a round table rather than classroom style. Alternative: sit side-by-side instead of on two sides of the tables in a confrontational setting. This creates a more intimate, conversational dynamic that encourages discussion and collaboration.
- Print key slides as a leave-behind document. Circle and make notes together on the physical document. This keeps everyone engaged and provides a useful reference.
- Provide a hands-on product demo tailored to their specific use case. Let them test drive the software themselves on a laptop or tablet. Observe and guide them through key features.
- Discuss their individual roles, priorities and concerns. In a small group you can dig deeper into each stakeholder’s unique perspective and address how your solution benefits them directly.
Large group setting (> 5 attendees)
- Arrive early to test AV equipment and get comfortable in the space. Have backups of files/equipment.
- Bring high-quality handouts that reinforce key messages. Make them easy to read and share.
- Use a remote clicker to smoothly advance slides while maintaining eye contact and open body language.
- Move around the room to engage the whole audience. Avoid standing behind podiums or desks.
- Flipcharts and whiteboards can add variety and spontaneity. Prepare examples to illustrate points.
Virtual Presentations
- Invest in quality audio/video equipment. Use a headset mic and external webcam in a well-lit room.
- Do a tech check in advance. Test bandwidth, screen sharing, audio, and recording features.
- Look at the camera, not the screen, to simulate eye contact. Position the camera at eye level.
- Use a clean, professional background. Avoid distracting or overly casual settings.
- Stand up to present if possible. It projects more energy and authority than sitting.
- Add frequent interaction points since audience attention is shorter. Use polls, chat, and virtual hand raising.
- Provide downloadable resources and references in the chat or follow-up email. Ideally prepare the follow-up upfront to be able to send it ASAP
- Record the presentation for those who can’t attend live. Edit the recording to be a concise video.
- Choose a specialized video or presentation platform with integrated interactive features like polls, Q&A, note-taking, and breakout rooms in case you have an audience > 10 attendees