An inefficient sales deck is like trying to play chess with a deck of UNO cards—chaotic, unpredictable, and definitely not a winning strategy.

In this era of automation, every salesperson we know is turning toward the magic of having their documents created automatically in Salesforce. With the advantage of the Sales cloud, nowadays sales reps can choose their client and provide them with a consultative buying experience to win customers, turn them into loyalists, and elevate ROI and growth margins. Having a comprehensive understanding of customers at every stage of the sales funnel within Salesforce, enables seamless information dissemination, timely provision of pertinent content, sharing customer data with partners, generating precise quotes for successful deal closures, presenting AI-driven insights for accounts, and additional functionalities to enhance the overall sales process. 

In this era of automation, every salesperson we know is turning toward the magic of having their documents created automatically in Salesforce. But we came across a particular section of people still struggling to have that client sign that deal. When we approached them and analyzed their problem thoroughly what we found out was horrific. We started from the very beginning. Surprisingly, it was not the product nor the services it rendered that offered the problem, it was its way of approaching its customers.

Yes! We are referring to the sales deck. Their Sales deck was a mess and a pile of chaotic strategies, wherein they dug their own pit. So, XfilesPro DocuPrime, the best auto document creation application swooned in, before they knew it and got their sales deck straight. 

The Red Flags of a Bad Sales Deck

We wish you don’t make the same mistakes and hence we are listing here the errors that stood as an obstacle to their increasing ROI.  

Also read: How to Maximise Business Opportunities with Proposal Automation in Salesforce
Mistake 1: No Clear Messaging

The whole reason you approach a person with your sales deck is to give them an understanding of why your product/service exists. Hence it is very important to give them a vivid understanding of the same. Hence even before you start generating your documents, maybe jot down what you want your sales deck to represent and then go forward with creating it. With Sales Cloud, you gain in-depth insights about your customers- from every click, browse, product added to the cart, previous buying statistics, and whatnot. This will give you the info about your customer preferences which can help you construct proper messaging with document automation in Salesforce.

For easy gathering of data, collect it from Sales Cloud so that automatic document generation in Salesforce can become even better.


Mistake 2: No Enough Visuals

Business can happen in the blink of an eye nowadays. And that will happen only if the appeal is good. Utilizing Salesforce Sales Cloud enables automation of this procedure, leading to a notable 50% boost in productivity. The web-to-lead functionality within Sales Cloud efficiently aggregates incoming leads, saving considerable human resources. These saved hours can then be dedicated to refining and streamlining sales operations. One can definitely never rely on words for that kind of speed. But 100 words can be substituted by a good visual that is both interactive and creative. Never be lazy enough to put in the right images/videos which in turn will beautify your presentation.

Always make sure that you include images to make your sales deck more interactive.

Mistake 3: Too Much Technical Jargon
The agenda behind not using technical jargon is to stop confusing your prospects. Not necessary that your sales deck will be received by a “technical” person on the other side. Assuming your audience can understand technical knowledge can be a dangerous thing. Hence the usage of simple language will lead to a succinct and clear sales deck.

Never use technical jargon as it is mostly not appreciated in a sales deck

Mistake 4: No Unique Selling Proposition

Three-quarters of global commerce occurs through an indirect pathway involving partners or franchises. Organizations rely on sales representatives to engage, obtain, and cater to their customer base. In this tight competition of the world, it is very unlikely if you do not have a USP for your product. It requires efficient branding and several aspects such as consistency, highlighting suitable features, presentation skills, and so on. Having a USP and marketing it in the right way will get you to land a big fish as you always hoped for. 

A sales rep worried about how to close deals faster.

Mistake 5: Too Much Information

Each enterprise must capture potential leads, establish pipelines for these leads, monitor and oversee opportunities, expedite deal closures, effectively handle customer relationships after sales, and monitor the performance of their sales team. Your sales deck is just the bait. You need to draw in new prospects and have them convert into a new customer. Hence just giving them the top-layer information is more than enough. One thing to always keep in mind is that your sales deck should always be a simple, clear, and uncluttered document rather than a text-heavy slide deck.

Mistake 6: Always Focus On The Product.

Einstein provides comprehensive insights and data to keep businesses informed about critical developments and key interactions impacting customer relationships. By integrating Salesforce Einstein, brands access email content suggestions, engagement scoring, and more to enhance their operations. To put it in marketing terms, always focus on the benefits rather than the features Customers are always in need of knowing how your product is useful to them and not how great your product is. Understanding the psychology of your prospects will help you overcome this mistake. Customers will only listen to you if you speak in their language and tell them exactly what they want to hear.

A brilliant sales deck is itself like a deal-closing magnet

Mistake 7: Missing a Valuable CTA

If your prospect is looking forward to having a business relationship with you and once they try to contact you, you have not provided a proper CTA nor the contact details, must we tell you what a loss it would be? Therefore, it is extremely important to incorporate a clear call-to-action (CTA) that prompts individuals to take specific actions. Whenever feasible, conclude with an enticing offer that is irresistible, such as a complimentary trial or personalized service.

Curious To Know How XfilesPro DocuPrime Tackled The Issue Of A Leading Tax And Financial Advisor Based In Sydney? Click here To Learn More About This Case Study.

With a good CTA, have a happy customer experience

The truth behind a successful sales deck? They use XfilesPro DocuPrime.

Also Read: The Ultimate Guide To Creating A Killer Sales Pitch With Auto Document Generation In Salesforce

XfilesPro DocuPrime: Your Unmatched Document Generation Partner in Salesforce

In the realm of purchasing, modern customers seek beyond just informed sales personnel. If your aim is to streamline processes, consolidate data, and enhance efficiency within a shorter timeframe, Salesforce Sales Cloud presents the ideal answer. Flourishing businesses have been using XfilesPro DocuPrime and have yielded results like no other. End-to-end process automation during the process of document generation such as retrieval of the data from various Salesforce objects, constructing them in the right template, creating documents of any time be it of any size, or quantity, and everything in a single click, giving you the brand consistency you needed all this while, e-sign, error-free, time saver, cost-efficient, and many more.

Wondering How To Create And ESign Documents Within Salesforce Through An Automatic Document Builder, Then Click Here To Watch An On-Demand Webinar On The Same

XfilesPro document generation is your perfect application for all your document generation woes in Salesforce. Your sales deck can now eliminate and rule out all the concerns related to inefficiency and can provide a peaceful customer journey in all your future business deals.

If you are looking forward to having brilliant and creative sales documents for your business use, maybe you should get on a call with our product experts. They will definitely help you. Click here to schedule a personalized call.   

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