In this guide, we’ll review why static PDFs and offline slide decks are a dying breed and show you how to capitalize on new business opportunities with web-based, interactive sales presentations and proposals.
We’ll also show you how you can easily turn your drab PDFs into stunning web content and how to successfully pitch this offering to win over more clients.
First, PDF and PPT files tend to be large and slow to download, particularly if they contain many pages, large images, or graphics.
Typically, senders will then have to employ a third-party tool to share the document or compress the file, which could reduce the quality. This creates extra steps and risks. In other words, from the start, you’re your ability to share these documents is limited.
According to Popcomms, 91% of B2B buyers say they prefer interactive and visual content to static content.
With PDFs, you are limited to static text and graphics. There is absolutely no interactivity you can create within these formats. Buyers can’t click on anything or watch anything interactive (i.e., videos, gifs, dynamic content, etc.)
Once a PDF or slide deck is created, its dimensions are fixed. That means it can’t adapt to a mobile screen when accessed via smartphone. According to Campaign Monitor, 70% of smartphone users access email on their mobile devices.
That means that sales teams using these formats to transmit their most valuable content face a high likelihood that their buyer won’t even be able to view it.
Thanks to the modern marvel of marketing automation and analytics tools, we can see where visitors are spending time on websites and which content they are consuming most.
Unfortunately, offline content does not provide any insights. There is no way of knowing what parts of your pitch or proposal actually got your buyer's attention and what was ignored.
There’s nothing worse than having a beautiful brand refresh only to find one of your new sales reps sent a presentation with your old, lackluster branding, or that they made unauthorized changes to your design.
You put a lot of effort into creating branding and design that suits your messaging. The last thing you want is for your team to tamper with it and potentially lose a deal over it.
Equally frustrating is when you send clients an attachment that contains typos or other errors. Then begins the death spiral of asking them not to look at the first file, download the new one, and never really knowing which one they are looking at.
Additionally, the ability to create high-end, beautifully-designed web proposals and presentations is a niche offering that will ultimately allow you to command higher prices for your services and help you to differentiate from other agencies.
Unlike traditional PDF files, web content can be highly personalized for your audience, even an audience of one. Easily update your sales content with anything your prospect requests, such as case studies, reports, and videos.
With Brandcast, you can easily integrate analytics tools and get data-driven insights on all of your sales content.
Learning how your prospects are engaging with any of your content empowers your team to produce more of what’s performing and retire content that may be falling flat.
With Brandcast, you can push content changes instantly. That means you never have to worry about that one asset you forgot to update. It also means you can update a link after it’s been sent in the case that a last-minute change occurs.
If you are creating a website, landing page, or any other web content, you can easily re-use the same assets to create new sales collateral for the client without having to spend the resources to develop additional assets from scratch.
Add media and text from your existing offline content into a new Brandcast website. Mimic the offline layout or create a new one.
Build your global styles in the Brandcast Design Studio. These will define typefaces, sizes, colors, and other page styles for the entire site, so that everything you create is 100% on brand.
Consider how components of a slide might be presented in a more interactive and dynamic way—something you can’t do offline. Things might fade in, slide in, enlarge on hover, or you might personalize your content.
Connect Salesforce to Brandcast. This is a quick and easy integration that allows your sales team to edit content and see engagement metrics directly in Salesforce CRM.
Publish! The time to complete your first site could be as little as two to three hours, depending on complexity. You can publish unlimited sites from your own templates, and personalizing or updating your content is lightning quick.
“Web-based sales assets help you improve close rates, and they provide sales engagement metrics, and a more polished representation of your company.”
“Web-based sales assets help you improve close rates, and they provide sales engagement metrics that help you improve your sales process, and a more polished representation of your company.”
“Web-based sales assets save you time and require way less maintenance than traditional sales assets.”
Get your champion to give you a PDF or PowerPoint presentation they currently use.
Use a Brandcast template (or start from scratch) and re-create the presentation as a website. Usually takes about 2 hours.
Give a sneak peek to your champion so that you can convince them to schedule a meeting with the CEO, Head of Sales, or CMO / Head of Marketing.
Present your design to key stakeholders and walk them through how reps can use Brandcast to personalize this sales asset for their clients and save it as a template to be reused by any team member.
Be sure to mention that Salesforce opportunity records can be auto-filled into the template.
Explain that it should take an AE less than 15 minutes to update a template and send it out.
Remind them that it pays to be first. Don’t let their competitors outshine them!
Designed with Brandcast