Win deals with interactive sales decks

For years, sales decks have been stuck in a visual rut of headlines, bullet points, images, maybe a chart or two… Yawn. These old-school decks are missing out on the possibilities of the digital age — and they could be costing you deals. It’s time to shake things up and transform your presentations with the latest tech.

With Pitch, you can craft a compelling story by embedding content from external sites directly into your sales deck. Including interactive elements — whether it’s to demo your product, schedule a follow-up meeting, or share a survey — opens up new ways of engaging and converting prospects, both on a call and when sending out your presentation as a powerful, standalone sales tool.

Let’s look at some of the ways you can embed content into your sales deck to generate excitement, reduce friction, and guide your leads across the finish line.

Introduce your product with a dynamic demo

Products are typically demoed through in-person presentations that are conversational but time-consuming, or through passive (read boring) video monologues. An interactive demo is the modern solution: it allows you to scale your sales pitch while offering a memorable, tailored experience. You show off your product in the best light and save time overall. Prospects feel valued and can explore relevant features at their own pace. Win-win.

With an interactive product demo, you can be as hands-on or hands-off as you want. Automating your demo entirely is useful for smaller deals where time is a premium. For larger deals, you might jump on a call to introduce your product — then embed an interactive demo into your sales deck so other stakeholders can get a dynamic overview.

Tools such as Storylane, Guideflow, Arcade and Supademo allow you to customize your product demo to the specific needs and interests of each prospect. You can also track interactions to tailor your follow-up and onboard users with step-by-step guides. Meanwhile, Figma and Adobe XD are geared toward presenting prototypes of upcoming product features.

Personalize slides with videos

Ever struggled to capture your in-person charisma in a sales deck? Luckily, you can now bring your slides to life with videos. Whether you’re embedding a personal message or a polished product overview from your marketing team, videos are a quick and effective way to provide context and keep prospects interested.

Tools like Loom and Vidyard are specifically designed to create both internal and external sales-focused content for everything from sales enablement to marketing campaigns. Wistia shines when it comes to branding and detailed video analytics. For a wider reach and more public sharing, platforms like YouTube and Vimeo are your best bet. 

Or, skip the middleman and create an engaging video recording directly in Pitch.

Showcase detailed documents

Say you want to share a detailed proposal or present a forecast on your expected ROI. Sometimes the slide format just doesn’t provide enough space. And this is where being able to embed information-heavy documents comes in handy. 

Traditionally, you might have added a link to your doc or spreadsheet. But in doing so, you’d lead people away from your deck — and divert their focus. In Pitch, you can simply embed a document into your slide to keep the experience seamless and ensure the most current version is always displayed.

The same goes for PDFs or other documents stored outside your presentation. You can easily integrate files from Google Drive, Dropbox, and Google Sheets to keep everything streamlined and up-to-date.

Schedule meetings seamlessly

Sales meetings — they’re a big deal. When a sales development rep sends out a deck to potential leads, the aim is to get them to book a discovery call or a demo with an account executive. After that first meeting, it’s all about scheduling follow-up calls to loop in other members of the buying committee and keep things rolling.

Essentially, you want to eliminate any barriers to booking a meeting. So embedding a scheduling page like Calendly or HubSpot Meetings into your sales deck can be a game-changer. 

That way, prospects can quickly reach out to a salesperson or a tech expert if they get stuck. And when your prospects move forward, the deal moves forward.

Demonstrate ROI with a built-in calculator

Imagine you’re on a call with a prospect, and you’re helping them figure out if your service is a worthwhile investment. Instead of doing some obscure math in the background, you both fill in the details together to see the pricing or ROI right there on the screen. Pretty cool, right?

Advanced form builders like Fillout, involve.me, and Outgrow let you create calculators for just this purpose. It’s a great way to keep things transparent and interactive during the call. 

Depending on the complexity of your pricing, you can also share these calculators as embeds in a standalone deck for prospects to use on their own. That way, they can easily answer questions like, “How much will I pay for this?” or “Is it really worth it?” at their convenience.

Finesse your follow-up with feedback surveys

Knowing your audience helps you sell more effectively, tailor solutions to their needs, and focus on the most promising leads. That’s why lead enrichment is so important — it helps you collect information to make prospects feel heard and turn the sales process into a true dialogue.

Pitch integrates seamlessly with all the common form providers, enabling you to embed surveys and feedback questions into your slides. Best of all, if you connect the forms to your CRM, the lead information syncs straight to your contact or company records.

There are tons of platforms you can use to gather insights. Typeform, Tally, Google Forms, and Microsoft Forms are great for creating straightforward forms. For more specialized features and integrations, check out HubSpot Forms, Jotform, or VideoAsk.

Train your team with enablement tools 

So far, we’ve seen how embedding content can elevate customer-facing slides. But interactive elements can do more than impress clients — they’re also great at enhancing internal decks for training and knowledge-sharing purposes.

Take Gong, for instance. It records and analyzes sales calls with AI, letting you pinpoint your top meetings. You can then embed replays of these high-impact calls into your slides to train new reps and share best practices across your team.

Other sales enablement tools like Scribe, Useful, Allego, and Fireflies.ai also let you create videos, guides, and training materials that you can embed right into your deck. This way, you’re not just improving your external sales process but also empowering your team from within.

Capture and convert leads with your next deck

Now that you know what it takes to build a great sales deck — and how to foster a high-performing sales process and feedback culture — are you ready to start crafting your winning presentation? 

To kick-start your deck, sign up for a free Pitch account and choose a professionally designed template from our gallery. All the templates are fully customizable, so you can tailor them to your brand and audience. Then, embedding content into your deck is as easy as pie. Just click on the Embed icon and drop your URL into the text field. Once you’ve added an embed, you can change its opacity and resize, reposition, and rotate it to your heart’s content. 

And that’s it! What do you think of the embeds feature? Like it? Love it? Be sure to let us know in our community.