Showing the different steps in a process is one of the sales situations where a graphical aid can be very useful.
Creating these steps in a standard presentation can avoid your sales people having to draw these steps on paper over and over again for each customer and the result can be shared afterwards by sharing the presentation at the end of the meeting, via Account Hub or email.
All steps can be build up very neatly with simple hyperlinks between the pages, where each next slide goes one step further in the process.
In our example
- We use the 'Next Step'-button to go to the next slide, displaying the next step in the process,
- We use the "back" arrow to go to the previous slide whenever needed if the customer has some questions.
You can download the example presentation used above right here.