Buyers Checklist: Online Presentation Software
Interested in making better presentation but not sure what should you look for when purchasing online presentation software?
There are a lot of cool tools in the market place, but not every one of them may have what you truly need. As you are evaluating which tool is right for you, here is a checklist of the most important items to consider.
1. Streamlined content – are you able to maintain one master sales deck that contains all your most up-to-date presentation content?
2. Fast presentation creation – is it easy for sales reps to build presentations by quickly selecting the slides they want to include in their presentation?
3. On-the-go, live editing – is it easy for sales team members to make modifications and customizations to their online presentations such as adding a prospect’s name or logo?
4. Personalized URLs – can sales reps easily create and send a personalized URL so their presentation can be viewed instantly by anyone, anytime, anywhere?
5. PDF creation – are sales reps able to convert presentations to PDFs so they can print their presentation and bring it to meetings as a leave-behind?
6. Integration capabilities – does it have an open API so it can integrate with other technologies such as CRMs, marketing automation programs or home-grown systems?
7. CRM integration – does the online presentation software connect with your CRM?
8. Management reporting – are you able to see all the presentations your sales reps are creating, who they are creating them for and how many they are creating each week?
9. Multimedia integration – are you able to build presentations with hi-resolution images, GIFs, videos and infographics?
10. Brand protection – are you able to assign roles to different user types so only certain people on your team (e.g. marketing group) can edit the master slide deck?
11. Marketing and sales alignment – does it foster collaboration between sales and marketing by the use of one “master sales deck” marketing maintains, from which all sales users work from?
12. Smart sales analytics – do sales reps receive real-time notifications notifying them when someone has opened their presentation, how long it was viewed, when it was viewed and which slides were viewed the most?
13. Interactive – are you able to make your presentation interactive allowing the viewer to easily jump to different sections, play videos, scroll through images and click into images to expand and explore them from a 360 view
The list above is quite exhaustive, but be sure to think hard about what functionality you need in a presentation tool and be sure the sales technology and tools you are evaluating have what you need.