25 Tools for Creating and Delivering Amazing Presentations
![customer presentation tools Fergal Glynn](https://blog.hubspot.com/hs-fs/hub/53/file-1867147084-jpg/fergal_glynn.jpg?width=48&height=48&name=fergal_glynn.jpg)
Updated: August 10, 2022
Published: November 10, 2020
If you're in business, you need to know how to create captivating presentations. Whether you're trying to convince your boss to support a new campaign, talking with a prospect to close a deal, or building a new piece of marketing collateral, you need to know how craft a presentation that won't put people to sleep.
![customer presentation tools](https://53.fs1.hubspotusercontent-na1.net/hub/53/hubfs/presentation-tools.jpg?width=595&height=400&name=presentation-tools.jpg)
The best (and easiest) way to do that? Use the right tools to create and deliver your presentation.
![customer presentation tools → Free Download: 10 PowerPoint Presentation Templates [Access Now]](https://no-cache.hubspot.com/cta/default/53/2d0b5298-2daa-4812-b2d4-fa65cd354a8e.png)
If you're not sure which tools to use, look no further than this blog post. We’ve compiled our list of the top presentation tools for sales and marketing professionals. They’re listed below, in no particular order. But first ...
![](http://academicwritinghelp.pw/777/templates/cheerup1/res/banner1.gif)
Why You Should Use Business Presentation Templates
![customer presentation tools HubSpot-powerpoint-templates](https://blog.hubspot.com/hs-fs/hubfs/HubSpot-powerpoint-templates.jpg?width=600&name=HubSpot-powerpoint-templates.jpg)
10 Free PowerPoint Templates
Download ten free PowerPoint templates for a better presentation.
- Creative templates.
- Data-driven templates.
- Professional templates.
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Best Presentation Tools
![customer presentation tools best presentation software: canva](https://asana-user-private-us-east-1.s3.amazonaws.com/assets/8587152060687/1202765313278937/1202765313278938.8VAHFKBFlzAlcVrJndrv_height640.png?X-Amz-Security-Token=IQoJb3JpZ2luX2VjEOX%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMSJHMEUCIQDvTBeOmHE240%2BGJKJfT%2FRugI864JlbgzjC3qPoxt2%2FvQIgRgfq%2BmalUK9wwVWitGsuJkUc8OUEH6BmRuRDh59KDuIq0gQIThAAGgw0MDM0ODM0NDY4NDAiDNVAObRdrH7TkS57SiqvBCEmF5a9G2WOejsYkIWR%2FP665tfgWCSJgaySX5BHOHjMrrhFC6yjt7IaTaEKQYgtnsLMJlZYlK8GynkU3LOKqSqe%2Fjbbd%2Bxdd9NcIUs%2FjBBIo7PAbmxsuji0MshYMsCCBb5187j8IUzheZPBVYOhGEZCP6QhN%2Fj%2FAqOAXnNYt43su%2FReoAF0Z2AmT1bQYuvjhONM2UcLb%2FihRDBMHrmD%2FE%2FgAiyASlz2%2B4ZwwixNuz%2FeLh0UV5stajs3am0aXUTy2fx8HZb2RH17cdD8thu36jOiaSEAZDwiczMEqnReUDHaW0S7m5Da5zSx%2BKZe3DadpUayJNEHeX0YxoAQ%2BNQfFkcr6DxgB%2Bdl%2BIisuuuXvGdZIkL%2B54bu2XrbdLg0l5zMWXGITbc3z6N2wZSwiyV02LVqii%2FNuVmClaZ72ch7ECdtBpJdADLoc%2BRA7ivyNX%2F2edOVwYjrCNf%2BUlVtEgP8E8wVCIUaYO%2BeLxsz32NHSsqbRlxzCss6kNwgql4ZhR0yfKVOGIar5rNMtlhVCOpR2PRGjZD50dZ3AvqrH%2FmlklDmqXa4IQSKByAlD%2B%2BA8i5XKgXdQ9aJhDobmitCZHcqaDmXRVyC3AOCMp%2F3pPNK8XwcyqpSOaPW6%2BBtT%2B8ROKXjZQtNIuuGPnO7yioErkbncEVMK6YSt1BbdxT63GIcRyIwM1p6vjUtvEdEmGKXe%2BvZygDq1JJr%2FxYfCXFtChsQBm2xYdrktYAKGRhaXKIg9%2FkwxrnQlwY6qQE2iIeI2GTc0ZgGuKszeA1b%2BRgC3gsofkpKxplz1MFrZTsQWaS4OwKzhCEemw0dVGnGoRWQELu3XIuR1JULpaWGXV1u07zmKFA2W278X%2B1%2FiGqwo1xzTjOar4JoaT05ux4p7AnJUq5PilMT2cxkiW03yvCGqZSvZcQES%2B6YTS5ZhA3Uriw2WYKXF5s%2BlkZEcJguLzilmShva3Y%2FjNwxpD9fm8OuMw83ug6S&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20220810T224510Z&X-Amz-SignedHeaders=host&X-Amz-Expires=1800&X-Amz-Credential=ASIAV34L4ZY4IHGXUQUO%2F20220810%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=97b4169ed13ab05e354f147e30e4fd2399422877c6193b89bf83801d5332db76#_=_)
Canva makes design easy -- even for marketers and salespeople who feel like they're design-challenged. The platform gives you a bunch of presentation templates to use right away, and it's very easy to customize them to your organization and presentation objective. Plus, a variety of apps that integrate with Google Drive, Instagram, and YouTube, to name a few.
Pricing : Free; Pro, $12.95/month for up to five people; Enterprise, $30/month per person
![customer presentation tools best presentation software: powtoon](https://asana-user-private-us-east-1.s3.amazonaws.com/assets/8587152060687/1202765313278931/1202765313278932.qBoo15bznvzoG4P2NV8n_height640.png?X-Amz-Security-Token=IQoJb3JpZ2luX2VjEOX%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMSJHMEUCIQDvTBeOmHE240%2BGJKJfT%2FRugI864JlbgzjC3qPoxt2%2FvQIgRgfq%2BmalUK9wwVWitGsuJkUc8OUEH6BmRuRDh59KDuIq0gQIThAAGgw0MDM0ODM0NDY4NDAiDNVAObRdrH7TkS57SiqvBCEmF5a9G2WOejsYkIWR%2FP665tfgWCSJgaySX5BHOHjMrrhFC6yjt7IaTaEKQYgtnsLMJlZYlK8GynkU3LOKqSqe%2Fjbbd%2Bxdd9NcIUs%2FjBBIo7PAbmxsuji0MshYMsCCBb5187j8IUzheZPBVYOhGEZCP6QhN%2Fj%2FAqOAXnNYt43su%2FReoAF0Z2AmT1bQYuvjhONM2UcLb%2FihRDBMHrmD%2FE%2FgAiyASlz2%2B4ZwwixNuz%2FeLh0UV5stajs3am0aXUTy2fx8HZb2RH17cdD8thu36jOiaSEAZDwiczMEqnReUDHaW0S7m5Da5zSx%2BKZe3DadpUayJNEHeX0YxoAQ%2BNQfFkcr6DxgB%2Bdl%2BIisuuuXvGdZIkL%2B54bu2XrbdLg0l5zMWXGITbc3z6N2wZSwiyV02LVqii%2FNuVmClaZ72ch7ECdtBpJdADLoc%2BRA7ivyNX%2F2edOVwYjrCNf%2BUlVtEgP8E8wVCIUaYO%2BeLxsz32NHSsqbRlxzCss6kNwgql4ZhR0yfKVOGIar5rNMtlhVCOpR2PRGjZD50dZ3AvqrH%2FmlklDmqXa4IQSKByAlD%2B%2BA8i5XKgXdQ9aJhDobmitCZHcqaDmXRVyC3AOCMp%2F3pPNK8XwcyqpSOaPW6%2BBtT%2B8ROKXjZQtNIuuGPnO7yioErkbncEVMK6YSt1BbdxT63GIcRyIwM1p6vjUtvEdEmGKXe%2BvZygDq1JJr%2FxYfCXFtChsQBm2xYdrktYAKGRhaXKIg9%2FkwxrnQlwY6qQE2iIeI2GTc0ZgGuKszeA1b%2BRgC3gsofkpKxplz1MFrZTsQWaS4OwKzhCEemw0dVGnGoRWQELu3XIuR1JULpaWGXV1u07zmKFA2W278X%2B1%2FiGqwo1xzTjOar4JoaT05ux4p7AnJUq5PilMT2cxkiW03yvCGqZSvZcQES%2B6YTS5ZhA3Uriw2WYKXF5s%2BlkZEcJguLzilmShva3Y%2FjNwxpD9fm8OuMw83ug6S&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20220810T224510Z&X-Amz-SignedHeaders=host&X-Amz-Expires=1800&X-Amz-Credential=ASIAV34L4ZY4IHGXUQUO%2F20220810%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=e1d6a7ab2c3bee09402674007e6a799c442301d500237a6019884b00c236b383#_=_)
Often, being different is what attracts prospects, and Powtoon can help you do that in your presentations. Powtoon’s animation software lets you easily create videos with props, characters, and more -- which can help you differentiate your company when talking with prospects.
Pricing : Pro, $19/month; Pro+ $49/month; Agency, $89/month
3. PowerPoint
![customer presentation tools best presentation software: powerpoint](https://asana-user-private-us-east-1.s3.amazonaws.com/assets/8587152060687/1202765313278929/1202765313278930.5poWfI0DcJULJSqVWJkX_height640.png?X-Amz-Security-Token=IQoJb3JpZ2luX2VjEOX%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMSJHMEUCIQDvTBeOmHE240%2BGJKJfT%2FRugI864JlbgzjC3qPoxt2%2FvQIgRgfq%2BmalUK9wwVWitGsuJkUc8OUEH6BmRuRDh59KDuIq0gQIThAAGgw0MDM0ODM0NDY4NDAiDNVAObRdrH7TkS57SiqvBCEmF5a9G2WOejsYkIWR%2FP665tfgWCSJgaySX5BHOHjMrrhFC6yjt7IaTaEKQYgtnsLMJlZYlK8GynkU3LOKqSqe%2Fjbbd%2Bxdd9NcIUs%2FjBBIo7PAbmxsuji0MshYMsCCBb5187j8IUzheZPBVYOhGEZCP6QhN%2Fj%2FAqOAXnNYt43su%2FReoAF0Z2AmT1bQYuvjhONM2UcLb%2FihRDBMHrmD%2FE%2FgAiyASlz2%2B4ZwwixNuz%2FeLh0UV5stajs3am0aXUTy2fx8HZb2RH17cdD8thu36jOiaSEAZDwiczMEqnReUDHaW0S7m5Da5zSx%2BKZe3DadpUayJNEHeX0YxoAQ%2BNQfFkcr6DxgB%2Bdl%2BIisuuuXvGdZIkL%2B54bu2XrbdLg0l5zMWXGITbc3z6N2wZSwiyV02LVqii%2FNuVmClaZ72ch7ECdtBpJdADLoc%2BRA7ivyNX%2F2edOVwYjrCNf%2BUlVtEgP8E8wVCIUaYO%2BeLxsz32NHSsqbRlxzCss6kNwgql4ZhR0yfKVOGIar5rNMtlhVCOpR2PRGjZD50dZ3AvqrH%2FmlklDmqXa4IQSKByAlD%2B%2BA8i5XKgXdQ9aJhDobmitCZHcqaDmXRVyC3AOCMp%2F3pPNK8XwcyqpSOaPW6%2BBtT%2B8ROKXjZQtNIuuGPnO7yioErkbncEVMK6YSt1BbdxT63GIcRyIwM1p6vjUtvEdEmGKXe%2BvZygDq1JJr%2FxYfCXFtChsQBm2xYdrktYAKGRhaXKIg9%2FkwxrnQlwY6qQE2iIeI2GTc0ZgGuKszeA1b%2BRgC3gsofkpKxplz1MFrZTsQWaS4OwKzhCEemw0dVGnGoRWQELu3XIuR1JULpaWGXV1u07zmKFA2W278X%2B1%2FiGqwo1xzTjOar4JoaT05ux4p7AnJUq5PilMT2cxkiW03yvCGqZSvZcQES%2B6YTS5ZhA3Uriw2WYKXF5s%2BlkZEcJguLzilmShva3Y%2FjNwxpD9fm8OuMw83ug6S&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20220810T224510Z&X-Amz-SignedHeaders=host&X-Amz-Expires=1800&X-Amz-Credential=ASIAV34L4ZY4IHGXUQUO%2F20220810%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=dbf60eef2218f00a67eb014f712838e11989b99371b244ae267b851bbfe7761e#_=_)
For years, PowerPoint has been the standard in presentation software, but it hasn’t remained static. PowerPoint is full of features to make sales and marketing presentations dynamic and engaging. ( Here are just a few ways you can do that .)
Pricing : Business Basic, $5/user/month; Business Standard, $12.50/user/month; Business Premium, $20/user/month
4. Slidesgo
Slidesgo is your creative companion in the world of presentation design. This website specializes in crafting visually stunning Google Slides and PowerPoint templates that breathe life into your ideas, making them shine on any screen. With a wide variety of templates ranging from business and marketing to medicine and education, Slidesgo empowers presenters of all backgrounds to engage, educate, and inspire their audiences.
Pricing: Free plan, $0; Premium, $4.99; Education, $2.99
![customer presentation tools best presentation software: oomfo](https://blog.hubspot.com/hs-fs/hub/53/file-1866685058-png/oomfo.png)
A PowerPoint add-in, Oomfo helps sales and marketing pros create those oh-so-important interactive charts for presentations. Specialized charts, live charts from multiple files, data from cloud applications, interactive options, one-click conversions -- it’s all possible, and more, with Oomfo.
Pricing: Free
![customer presentation tools best presentation software: keynote](https://blog.hubspot.com/hs-fs/hubfs/keynote-presentations.jpg?width=650&name=keynote-presentations.jpg)
Apple’s Keynote allows users to work between their Mac and iOS devices, as well as with people who use Microsoft PowerPoint. With easy-to-use visual tools, drag and drop functionality, interactive charts, and more, Keynote is a popular choice among sales and marketing professionals.
Pricing : Free
7. SlideModel
![customer presentation tools best presentation software: slidemodel](https://blog.hubspot.com/hubfs/Screen%20Shot%202022-07-21%20at%2012-44-45%20PM-png.png)
SlideModel contains thousands of ready-made and 100% editable presentation templates to help any presenter save time creating engaging and aesthetically pleasing presentations. Their collection of presentation templates covers a variety of business purposes and even gets updated periodically to add new business and education templates. You can find a collection of visually appealing slides on the site including dashboards, creative infographics, editable Maps, funnels, timelines, mindmaps, and presentation slides depending on the need of your presentation. Their slides templates are easy to edit and are compatible with PowerPoint and Google Slides.
Pricing : Free plan, $0; One-Day Access, $24.50; Annual Unlimited, $199.90/year
8. Beautiful.ai
![customer presentation tools best presentation software: beautiful.ai](https://asana-user-private-us-east-1.s3.amazonaws.com/assets/8587152060687/1202765312152589/1202765312152590.S2fRO84TyWvCIQCcVXC4_height640.png?X-Amz-Security-Token=IQoJb3JpZ2luX2VjEOX%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMSJHMEUCIQDvTBeOmHE240%2BGJKJfT%2FRugI864JlbgzjC3qPoxt2%2FvQIgRgfq%2BmalUK9wwVWitGsuJkUc8OUEH6BmRuRDh59KDuIq0gQIThAAGgw0MDM0ODM0NDY4NDAiDNVAObRdrH7TkS57SiqvBCEmF5a9G2WOejsYkIWR%2FP665tfgWCSJgaySX5BHOHjMrrhFC6yjt7IaTaEKQYgtnsLMJlZYlK8GynkU3LOKqSqe%2Fjbbd%2Bxdd9NcIUs%2FjBBIo7PAbmxsuji0MshYMsCCBb5187j8IUzheZPBVYOhGEZCP6QhN%2Fj%2FAqOAXnNYt43su%2FReoAF0Z2AmT1bQYuvjhONM2UcLb%2FihRDBMHrmD%2FE%2FgAiyASlz2%2B4ZwwixNuz%2FeLh0UV5stajs3am0aXUTy2fx8HZb2RH17cdD8thu36jOiaSEAZDwiczMEqnReUDHaW0S7m5Da5zSx%2BKZe3DadpUayJNEHeX0YxoAQ%2BNQfFkcr6DxgB%2Bdl%2BIisuuuXvGdZIkL%2B54bu2XrbdLg0l5zMWXGITbc3z6N2wZSwiyV02LVqii%2FNuVmClaZ72ch7ECdtBpJdADLoc%2BRA7ivyNX%2F2edOVwYjrCNf%2BUlVtEgP8E8wVCIUaYO%2BeLxsz32NHSsqbRlxzCss6kNwgql4ZhR0yfKVOGIar5rNMtlhVCOpR2PRGjZD50dZ3AvqrH%2FmlklDmqXa4IQSKByAlD%2B%2BA8i5XKgXdQ9aJhDobmitCZHcqaDmXRVyC3AOCMp%2F3pPNK8XwcyqpSOaPW6%2BBtT%2B8ROKXjZQtNIuuGPnO7yioErkbncEVMK6YSt1BbdxT63GIcRyIwM1p6vjUtvEdEmGKXe%2BvZygDq1JJr%2FxYfCXFtChsQBm2xYdrktYAKGRhaXKIg9%2FkwxrnQlwY6qQE2iIeI2GTc0ZgGuKszeA1b%2BRgC3gsofkpKxplz1MFrZTsQWaS4OwKzhCEemw0dVGnGoRWQELu3XIuR1JULpaWGXV1u07zmKFA2W278X%2B1%2FiGqwo1xzTjOar4JoaT05ux4p7AnJUq5PilMT2cxkiW03yvCGqZSvZcQES%2B6YTS5ZhA3Uriw2WYKXF5s%2BlkZEcJguLzilmShva3Y%2FjNwxpD9fm8OuMw83ug6S&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20220810T224510Z&X-Amz-SignedHeaders=host&X-Amz-Expires=1800&X-Amz-Credential=ASIAV34L4ZY4IHGXUQUO%2F20220810%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=671b9b946ab9e786db274fee44a33fa74d5708ac20b18c20f8330aeccc71e2c4#_=_)
Create beautiful slides, pitches, and proposals without a team of designers. AI applies design rules in real time, and a library of free photos and icons are at your fingertips.
Pricing : Basic, $0; Pro, $12/month; Team, $38/user/month
9. Haiku Deck
![customer presentation tools best presentation software: haiku deck](https://blog.hubspot.com/hs-fs/hubfs/haiku-deck-presentation-design.jpg?width=650&name=haiku-deck-presentation-design.jpg)
Available for the web or iPad, Haiku Deck has become a favorite of sales and marketing pros. With Haiku Deck, professionals can quickly create presentations that can be "easily projected, shared, posted, embedded on a website or blog, or viewed on any web-enabled device." Though it's another tool that helps you create presentations from scratch, its ease-of-use sets it apart from the rest.
Pricing : Pro, $9.99 - $19.99/month; Premium, $29.99/month
![customer presentation tools best presentation software: vyond](https://asana-user-private-us-east-1.s3.amazonaws.com/assets/8587152060687/1202765312152587/1202765312152588.itab7RP5Al2uoa1Lugqc_height640.png?X-Amz-Security-Token=IQoJb3JpZ2luX2VjEOX%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMSJHMEUCIQDvTBeOmHE240%2BGJKJfT%2FRugI864JlbgzjC3qPoxt2%2FvQIgRgfq%2BmalUK9wwVWitGsuJkUc8OUEH6BmRuRDh59KDuIq0gQIThAAGgw0MDM0ODM0NDY4NDAiDNVAObRdrH7TkS57SiqvBCEmF5a9G2WOejsYkIWR%2FP665tfgWCSJgaySX5BHOHjMrrhFC6yjt7IaTaEKQYgtnsLMJlZYlK8GynkU3LOKqSqe%2Fjbbd%2Bxdd9NcIUs%2FjBBIo7PAbmxsuji0MshYMsCCBb5187j8IUzheZPBVYOhGEZCP6QhN%2Fj%2FAqOAXnNYt43su%2FReoAF0Z2AmT1bQYuvjhONM2UcLb%2FihRDBMHrmD%2FE%2FgAiyASlz2%2B4ZwwixNuz%2FeLh0UV5stajs3am0aXUTy2fx8HZb2RH17cdD8thu36jOiaSEAZDwiczMEqnReUDHaW0S7m5Da5zSx%2BKZe3DadpUayJNEHeX0YxoAQ%2BNQfFkcr6DxgB%2Bdl%2BIisuuuXvGdZIkL%2B54bu2XrbdLg0l5zMWXGITbc3z6N2wZSwiyV02LVqii%2FNuVmClaZ72ch7ECdtBpJdADLoc%2BRA7ivyNX%2F2edOVwYjrCNf%2BUlVtEgP8E8wVCIUaYO%2BeLxsz32NHSsqbRlxzCss6kNwgql4ZhR0yfKVOGIar5rNMtlhVCOpR2PRGjZD50dZ3AvqrH%2FmlklDmqXa4IQSKByAlD%2B%2BA8i5XKgXdQ9aJhDobmitCZHcqaDmXRVyC3AOCMp%2F3pPNK8XwcyqpSOaPW6%2BBtT%2B8ROKXjZQtNIuuGPnO7yioErkbncEVMK6YSt1BbdxT63GIcRyIwM1p6vjUtvEdEmGKXe%2BvZygDq1JJr%2FxYfCXFtChsQBm2xYdrktYAKGRhaXKIg9%2FkwxrnQlwY6qQE2iIeI2GTc0ZgGuKszeA1b%2BRgC3gsofkpKxplz1MFrZTsQWaS4OwKzhCEemw0dVGnGoRWQELu3XIuR1JULpaWGXV1u07zmKFA2W278X%2B1%2FiGqwo1xzTjOar4JoaT05ux4p7AnJUq5PilMT2cxkiW03yvCGqZSvZcQES%2B6YTS5ZhA3Uriw2WYKXF5s%2BlkZEcJguLzilmShva3Y%2FjNwxpD9fm8OuMw83ug6S&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20220810T224510Z&X-Amz-SignedHeaders=host&X-Amz-Expires=1800&X-Amz-Credential=ASIAV34L4ZY4IHGXUQUO%2F20220810%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=91e4565811967abdf199f56b69c3eef8b58ea063013da7bc1853aee3e0b877eb#_=_)
Vyond is an online animation software that allows you to create animated videos for marketing campaigns, sales enablement, or even human resources. Use their library of customizable templates or create your own from scratch.
Pricing : Essential, $229/year; Premium, $649/year; Professional, $999/user/year; Enterprise, contact for pricing
11. Storydoc
![customer presentation tools best presentation software: storydoc](https://asana-user-private-us-east-1.s3.amazonaws.com/assets/8587152060687/1202765312152583/1202765312152584.WKF6vZyGJ5MOeZxkLqEb_height640.png?X-Amz-Security-Token=IQoJb3JpZ2luX2VjEOX%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMSJHMEUCIQDvTBeOmHE240%2BGJKJfT%2FRugI864JlbgzjC3qPoxt2%2FvQIgRgfq%2BmalUK9wwVWitGsuJkUc8OUEH6BmRuRDh59KDuIq0gQIThAAGgw0MDM0ODM0NDY4NDAiDNVAObRdrH7TkS57SiqvBCEmF5a9G2WOejsYkIWR%2FP665tfgWCSJgaySX5BHOHjMrrhFC6yjt7IaTaEKQYgtnsLMJlZYlK8GynkU3LOKqSqe%2Fjbbd%2Bxdd9NcIUs%2FjBBIo7PAbmxsuji0MshYMsCCBb5187j8IUzheZPBVYOhGEZCP6QhN%2Fj%2FAqOAXnNYt43su%2FReoAF0Z2AmT1bQYuvjhONM2UcLb%2FihRDBMHrmD%2FE%2FgAiyASlz2%2B4ZwwixNuz%2FeLh0UV5stajs3am0aXUTy2fx8HZb2RH17cdD8thu36jOiaSEAZDwiczMEqnReUDHaW0S7m5Da5zSx%2BKZe3DadpUayJNEHeX0YxoAQ%2BNQfFkcr6DxgB%2Bdl%2BIisuuuXvGdZIkL%2B54bu2XrbdLg0l5zMWXGITbc3z6N2wZSwiyV02LVqii%2FNuVmClaZ72ch7ECdtBpJdADLoc%2BRA7ivyNX%2F2edOVwYjrCNf%2BUlVtEgP8E8wVCIUaYO%2BeLxsz32NHSsqbRlxzCss6kNwgql4ZhR0yfKVOGIar5rNMtlhVCOpR2PRGjZD50dZ3AvqrH%2FmlklDmqXa4IQSKByAlD%2B%2BA8i5XKgXdQ9aJhDobmitCZHcqaDmXRVyC3AOCMp%2F3pPNK8XwcyqpSOaPW6%2BBtT%2B8ROKXjZQtNIuuGPnO7yioErkbncEVMK6YSt1BbdxT63GIcRyIwM1p6vjUtvEdEmGKXe%2BvZygDq1JJr%2FxYfCXFtChsQBm2xYdrktYAKGRhaXKIg9%2FkwxrnQlwY6qQE2iIeI2GTc0ZgGuKszeA1b%2BRgC3gsofkpKxplz1MFrZTsQWaS4OwKzhCEemw0dVGnGoRWQELu3XIuR1JULpaWGXV1u07zmKFA2W278X%2B1%2FiGqwo1xzTjOar4JoaT05ux4p7AnJUq5PilMT2cxkiW03yvCGqZSvZcQES%2B6YTS5ZhA3Uriw2WYKXF5s%2BlkZEcJguLzilmShva3Y%2FjNwxpD9fm8OuMw83ug6S&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20220810T224510Z&X-Amz-SignedHeaders=host&X-Amz-Expires=1800&X-Amz-Credential=ASIAV34L4ZY4IHGXUQUO%2F20220810%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=ebe1e2dd8a58d5a3d936b48480a4368010f101778a9e207c7817a2507312421a#_=_)
With templates for all the most popular business use cases, Storydoc is an interactive presentation maker built to help sales teams and marketing professionals engage more prospects and boost conversion rates.
You can create amazing and engaging decks where you can embed video and social media content to tell your story the right way. Then, integrate your CRM into Storydoc decks, as well as calendars, sign-up forms, and other solutions that will make your presentation. Additionally, you have access to Storydoc's tracking analytics which shows who viewed your presentation and which components they interacted with the most.
Pricing : Free trial 14 days); Starter Plan, $40/month
![customer presentation tools best presentation software: emaze](https://asana-user-private-us-east-1.s3.amazonaws.com/assets/8587152060687/1202765312152577/1202765312152578.24xT1ZGlnG2Xx3Q4alpF_height640.png?X-Amz-Security-Token=IQoJb3JpZ2luX2VjEOX%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMSJHMEUCIQDvTBeOmHE240%2BGJKJfT%2FRugI864JlbgzjC3qPoxt2%2FvQIgRgfq%2BmalUK9wwVWitGsuJkUc8OUEH6BmRuRDh59KDuIq0gQIThAAGgw0MDM0ODM0NDY4NDAiDNVAObRdrH7TkS57SiqvBCEmF5a9G2WOejsYkIWR%2FP665tfgWCSJgaySX5BHOHjMrrhFC6yjt7IaTaEKQYgtnsLMJlZYlK8GynkU3LOKqSqe%2Fjbbd%2Bxdd9NcIUs%2FjBBIo7PAbmxsuji0MshYMsCCBb5187j8IUzheZPBVYOhGEZCP6QhN%2Fj%2FAqOAXnNYt43su%2FReoAF0Z2AmT1bQYuvjhONM2UcLb%2FihRDBMHrmD%2FE%2FgAiyASlz2%2B4ZwwixNuz%2FeLh0UV5stajs3am0aXUTy2fx8HZb2RH17cdD8thu36jOiaSEAZDwiczMEqnReUDHaW0S7m5Da5zSx%2BKZe3DadpUayJNEHeX0YxoAQ%2BNQfFkcr6DxgB%2Bdl%2BIisuuuXvGdZIkL%2B54bu2XrbdLg0l5zMWXGITbc3z6N2wZSwiyV02LVqii%2FNuVmClaZ72ch7ECdtBpJdADLoc%2BRA7ivyNX%2F2edOVwYjrCNf%2BUlVtEgP8E8wVCIUaYO%2BeLxsz32NHSsqbRlxzCss6kNwgql4ZhR0yfKVOGIar5rNMtlhVCOpR2PRGjZD50dZ3AvqrH%2FmlklDmqXa4IQSKByAlD%2B%2BA8i5XKgXdQ9aJhDobmitCZHcqaDmXRVyC3AOCMp%2F3pPNK8XwcyqpSOaPW6%2BBtT%2B8ROKXjZQtNIuuGPnO7yioErkbncEVMK6YSt1BbdxT63GIcRyIwM1p6vjUtvEdEmGKXe%2BvZygDq1JJr%2FxYfCXFtChsQBm2xYdrktYAKGRhaXKIg9%2FkwxrnQlwY6qQE2iIeI2GTc0ZgGuKszeA1b%2BRgC3gsofkpKxplz1MFrZTsQWaS4OwKzhCEemw0dVGnGoRWQELu3XIuR1JULpaWGXV1u07zmKFA2W278X%2B1%2FiGqwo1xzTjOar4JoaT05ux4p7AnJUq5PilMT2cxkiW03yvCGqZSvZcQES%2B6YTS5ZhA3Uriw2WYKXF5s%2BlkZEcJguLzilmShva3Y%2FjNwxpD9fm8OuMw83ug6S&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20220810T224510Z&X-Amz-SignedHeaders=host&X-Amz-Expires=1800&X-Amz-Credential=ASIAV34L4ZY4IHGXUQUO%2F20220810%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=aa3127d18832d129c90d23c7737a938e7cccc404fcb7e84c03086cf06fceab81#_=_)
Busy sales and marketing pros choose emaze because it makes creating amazing presentations quick and easy. The options abound with emaze: Choose a professionally designed template and then create a slideshow, video presentation , or 3D presentation.
Pricing : Business Plan, contact for pricing; Executive Plan, $40/month; Pro Plan, $13/month
13. Camtasia
![customer presentation tools best presentation software: camtasia](https://asana-user-private-us-east-1.s3.amazonaws.com/assets/8587152060687/1202765313278935/1202765313278936.zfZkyuXpzWq8bCMHwmY4_height640.png?X-Amz-Security-Token=IQoJb3JpZ2luX2VjEOX%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMSJHMEUCIQDvTBeOmHE240%2BGJKJfT%2FRugI864JlbgzjC3qPoxt2%2FvQIgRgfq%2BmalUK9wwVWitGsuJkUc8OUEH6BmRuRDh59KDuIq0gQIThAAGgw0MDM0ODM0NDY4NDAiDNVAObRdrH7TkS57SiqvBCEmF5a9G2WOejsYkIWR%2FP665tfgWCSJgaySX5BHOHjMrrhFC6yjt7IaTaEKQYgtnsLMJlZYlK8GynkU3LOKqSqe%2Fjbbd%2Bxdd9NcIUs%2FjBBIo7PAbmxsuji0MshYMsCCBb5187j8IUzheZPBVYOhGEZCP6QhN%2Fj%2FAqOAXnNYt43su%2FReoAF0Z2AmT1bQYuvjhONM2UcLb%2FihRDBMHrmD%2FE%2FgAiyASlz2%2B4ZwwixNuz%2FeLh0UV5stajs3am0aXUTy2fx8HZb2RH17cdD8thu36jOiaSEAZDwiczMEqnReUDHaW0S7m5Da5zSx%2BKZe3DadpUayJNEHeX0YxoAQ%2BNQfFkcr6DxgB%2Bdl%2BIisuuuXvGdZIkL%2B54bu2XrbdLg0l5zMWXGITbc3z6N2wZSwiyV02LVqii%2FNuVmClaZ72ch7ECdtBpJdADLoc%2BRA7ivyNX%2F2edOVwYjrCNf%2BUlVtEgP8E8wVCIUaYO%2BeLxsz32NHSsqbRlxzCss6kNwgql4ZhR0yfKVOGIar5rNMtlhVCOpR2PRGjZD50dZ3AvqrH%2FmlklDmqXa4IQSKByAlD%2B%2BA8i5XKgXdQ9aJhDobmitCZHcqaDmXRVyC3AOCMp%2F3pPNK8XwcyqpSOaPW6%2BBtT%2B8ROKXjZQtNIuuGPnO7yioErkbncEVMK6YSt1BbdxT63GIcRyIwM1p6vjUtvEdEmGKXe%2BvZygDq1JJr%2FxYfCXFtChsQBm2xYdrktYAKGRhaXKIg9%2FkwxrnQlwY6qQE2iIeI2GTc0ZgGuKszeA1b%2BRgC3gsofkpKxplz1MFrZTsQWaS4OwKzhCEemw0dVGnGoRWQELu3XIuR1JULpaWGXV1u07zmKFA2W278X%2B1%2FiGqwo1xzTjOar4JoaT05ux4p7AnJUq5PilMT2cxkiW03yvCGqZSvZcQES%2B6YTS5ZhA3Uriw2WYKXF5s%2BlkZEcJguLzilmShva3Y%2FjNwxpD9fm8OuMw83ug6S&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20220810T224510Z&X-Amz-SignedHeaders=host&X-Amz-Expires=1800&X-Amz-Credential=ASIAV34L4ZY4IHGXUQUO%2F20220810%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=924e3d21edca39f137f3049d29cd7226ed6e041d158ba2efa13e015137c5a8fb#_=_)
TechSmith’s Camtasia is an amazing tool that helps you create professional videos. You can record screen movements, import HD video from another source, customize and edit the video, and then share the completed video presentation on practically any device.
Pricing : Individual, $249.99/user/year; Business $249.99/user/year; Education, $169.99/user/year; Government and Non-Profit, $223.99/user/year
14. SlideShare
![customer presentation tools best presentation software: slideshare](https://blog.hubspot.com/hs-fs/hubfs/slideshare-slides.jpg?width=650&name=slideshare-slides.jpg)
SlideShare is a popular choice for sales and marketing professionals looking for a way to share their content publicly. Because it already has a built-in audience, you can easily distribute your presentation out to lots of people -- and those people can embed your SlideShares on websites and blogs, or share them on LinkedIn, Twitter, Facebook, etc.
15. SlideDog
![customer presentation tools best presentation software: slidedog](https://blog.hubspot.com/hs-fs/hubfs/slidedog-presentation-tool.jpg?width=650&name=slidedog-presentation-tool.jpg)
Sometimes, sales and marketing professionals need to be able to move between presentation tools, but it’s not always possible because of their technical limitations. SlideDog is the solution, as it enables users to switch between PowerPoint, Prezi, PDF, web pages and others.
Pricing : Free; Pro, $99/year; Pro Event, $49 for one-time payment
16. Presentation Assistant
![customer presentation tools best presentation software: presentation assistant](https://blog.hubspot.com/hs-fs/hub/53/file-1870472537-png/00-Blog-Related_Images/presentation_assistant.png)
Presentation Assistant lives up to its name: It assists professionals by enabling them to annotate, zoom, and more during a presentation. Sales and marketing professionals can clarify and emphasize points more clearly to their audience with Presentation Assistant.
Pricing : Presentation Pointer, $29.95; Presentation Screen Master, $29.95
17. authorSTREAM
![customer presentation tools best presentation software: authorstream](https://asana-user-private-us-east-1.s3.amazonaws.com/assets/8587152060687/1202765313278933/1202765313278934.qytahyJ2w1t5ZSe0JpMS_height640.png?X-Amz-Security-Token=IQoJb3JpZ2luX2VjEOX%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMSJHMEUCIQDvTBeOmHE240%2BGJKJfT%2FRugI864JlbgzjC3qPoxt2%2FvQIgRgfq%2BmalUK9wwVWitGsuJkUc8OUEH6BmRuRDh59KDuIq0gQIThAAGgw0MDM0ODM0NDY4NDAiDNVAObRdrH7TkS57SiqvBCEmF5a9G2WOejsYkIWR%2FP665tfgWCSJgaySX5BHOHjMrrhFC6yjt7IaTaEKQYgtnsLMJlZYlK8GynkU3LOKqSqe%2Fjbbd%2Bxdd9NcIUs%2FjBBIo7PAbmxsuji0MshYMsCCBb5187j8IUzheZPBVYOhGEZCP6QhN%2Fj%2FAqOAXnNYt43su%2FReoAF0Z2AmT1bQYuvjhONM2UcLb%2FihRDBMHrmD%2FE%2FgAiyASlz2%2B4ZwwixNuz%2FeLh0UV5stajs3am0aXUTy2fx8HZb2RH17cdD8thu36jOiaSEAZDwiczMEqnReUDHaW0S7m5Da5zSx%2BKZe3DadpUayJNEHeX0YxoAQ%2BNQfFkcr6DxgB%2Bdl%2BIisuuuXvGdZIkL%2B54bu2XrbdLg0l5zMWXGITbc3z6N2wZSwiyV02LVqii%2FNuVmClaZ72ch7ECdtBpJdADLoc%2BRA7ivyNX%2F2edOVwYjrCNf%2BUlVtEgP8E8wVCIUaYO%2BeLxsz32NHSsqbRlxzCss6kNwgql4ZhR0yfKVOGIar5rNMtlhVCOpR2PRGjZD50dZ3AvqrH%2FmlklDmqXa4IQSKByAlD%2B%2BA8i5XKgXdQ9aJhDobmitCZHcqaDmXRVyC3AOCMp%2F3pPNK8XwcyqpSOaPW6%2BBtT%2B8ROKXjZQtNIuuGPnO7yioErkbncEVMK6YSt1BbdxT63GIcRyIwM1p6vjUtvEdEmGKXe%2BvZygDq1JJr%2FxYfCXFtChsQBm2xYdrktYAKGRhaXKIg9%2FkwxrnQlwY6qQE2iIeI2GTc0ZgGuKszeA1b%2BRgC3gsofkpKxplz1MFrZTsQWaS4OwKzhCEemw0dVGnGoRWQELu3XIuR1JULpaWGXV1u07zmKFA2W278X%2B1%2FiGqwo1xzTjOar4JoaT05ux4p7AnJUq5PilMT2cxkiW03yvCGqZSvZcQES%2B6YTS5ZhA3Uriw2WYKXF5s%2BlkZEcJguLzilmShva3Y%2FjNwxpD9fm8OuMw83ug6S&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20220810T224510Z&X-Amz-SignedHeaders=host&X-Amz-Expires=1800&X-Amz-Credential=ASIAV34L4ZY4IHGXUQUO%2F20220810%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=7a04feb73de8a5ed600e13a0f1a11bc56265b7bae5ffd3e406e1bef6abfc96a3#_=_)
Sales and marketing pros choose authorSTREAM to make their presentations dynamic and engaging. authorSTREAM allows users to share their PowerPoint presentations publicly or privately, broadcast them, convert them to video, communicate and collaborate about them, and more.
Pricing: Free or paid plans start at $4.20/month
18. Zentation
![customer presentation tools best presentation software: zentation](https://blog.hubspot.com/hs-fs/hubfs/zentation-online-presentations.jpg?width=650&name=zentation-online-presentations.jpg)
With Zentation, salespeople and marketers combine video and slides into a simulated live experience. Presentations created with Zentation become webinars, webcasts, and virtual events for prospects and customers -- all great collateral for marketing and sales.
Pricing : Free; Premium, $10 - $45/month; White-Label, contact for pricing
![customer presentation tools best presentation software: prezi](https://asana-user-private-us-east-1.s3.amazonaws.com/assets/8587152060687/1202765313278927/1202765313278928.ydbI8I5i1erqQ20Hofrg_height640.png?X-Amz-Security-Token=IQoJb3JpZ2luX2VjEOX%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMSJHMEUCIQDvTBeOmHE240%2BGJKJfT%2FRugI864JlbgzjC3qPoxt2%2FvQIgRgfq%2BmalUK9wwVWitGsuJkUc8OUEH6BmRuRDh59KDuIq0gQIThAAGgw0MDM0ODM0NDY4NDAiDNVAObRdrH7TkS57SiqvBCEmF5a9G2WOejsYkIWR%2FP665tfgWCSJgaySX5BHOHjMrrhFC6yjt7IaTaEKQYgtnsLMJlZYlK8GynkU3LOKqSqe%2Fjbbd%2Bxdd9NcIUs%2FjBBIo7PAbmxsuji0MshYMsCCBb5187j8IUzheZPBVYOhGEZCP6QhN%2Fj%2FAqOAXnNYt43su%2FReoAF0Z2AmT1bQYuvjhONM2UcLb%2FihRDBMHrmD%2FE%2FgAiyASlz2%2B4ZwwixNuz%2FeLh0UV5stajs3am0aXUTy2fx8HZb2RH17cdD8thu36jOiaSEAZDwiczMEqnReUDHaW0S7m5Da5zSx%2BKZe3DadpUayJNEHeX0YxoAQ%2BNQfFkcr6DxgB%2Bdl%2BIisuuuXvGdZIkL%2B54bu2XrbdLg0l5zMWXGITbc3z6N2wZSwiyV02LVqii%2FNuVmClaZ72ch7ECdtBpJdADLoc%2BRA7ivyNX%2F2edOVwYjrCNf%2BUlVtEgP8E8wVCIUaYO%2BeLxsz32NHSsqbRlxzCss6kNwgql4ZhR0yfKVOGIar5rNMtlhVCOpR2PRGjZD50dZ3AvqrH%2FmlklDmqXa4IQSKByAlD%2B%2BA8i5XKgXdQ9aJhDobmitCZHcqaDmXRVyC3AOCMp%2F3pPNK8XwcyqpSOaPW6%2BBtT%2B8ROKXjZQtNIuuGPnO7yioErkbncEVMK6YSt1BbdxT63GIcRyIwM1p6vjUtvEdEmGKXe%2BvZygDq1JJr%2FxYfCXFtChsQBm2xYdrktYAKGRhaXKIg9%2FkwxrnQlwY6qQE2iIeI2GTc0ZgGuKszeA1b%2BRgC3gsofkpKxplz1MFrZTsQWaS4OwKzhCEemw0dVGnGoRWQELu3XIuR1JULpaWGXV1u07zmKFA2W278X%2B1%2FiGqwo1xzTjOar4JoaT05ux4p7AnJUq5PilMT2cxkiW03yvCGqZSvZcQES%2B6YTS5ZhA3Uriw2WYKXF5s%2BlkZEcJguLzilmShva3Y%2FjNwxpD9fm8OuMw83ug6S&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20220810T224510Z&X-Amz-SignedHeaders=host&X-Amz-Expires=1800&X-Amz-Credential=ASIAV34L4ZY4IHGXUQUO%2F20220810%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=a2a22e3091b38f4b997ac57f2835fb77464020953b6153bc3687d7732c4896be#_=_)
Sales and marketing professionals love Prezi because it is cloud-based. Prezi makes creating, editing, and presenting from your browser, desktop, iPad, or iPhone possible anywhere, any time.
Pricing : Standard, $5/month; Plus, $15/month; Premium, $59/month
20. Brainshark
![customer presentation tools best presentation software: brainshark](https://asana-user-private-us-east-1.s3.amazonaws.com/assets/8587152060687/1202765312152591/1202765312152592.mn0dtCITmmLurVwuJwDF_height640.png?X-Amz-Security-Token=IQoJb3JpZ2luX2VjEOX%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMSJHMEUCIQDvTBeOmHE240%2BGJKJfT%2FRugI864JlbgzjC3qPoxt2%2FvQIgRgfq%2BmalUK9wwVWitGsuJkUc8OUEH6BmRuRDh59KDuIq0gQIThAAGgw0MDM0ODM0NDY4NDAiDNVAObRdrH7TkS57SiqvBCEmF5a9G2WOejsYkIWR%2FP665tfgWCSJgaySX5BHOHjMrrhFC6yjt7IaTaEKQYgtnsLMJlZYlK8GynkU3LOKqSqe%2Fjbbd%2Bxdd9NcIUs%2FjBBIo7PAbmxsuji0MshYMsCCBb5187j8IUzheZPBVYOhGEZCP6QhN%2Fj%2FAqOAXnNYt43su%2FReoAF0Z2AmT1bQYuvjhONM2UcLb%2FihRDBMHrmD%2FE%2FgAiyASlz2%2B4ZwwixNuz%2FeLh0UV5stajs3am0aXUTy2fx8HZb2RH17cdD8thu36jOiaSEAZDwiczMEqnReUDHaW0S7m5Da5zSx%2BKZe3DadpUayJNEHeX0YxoAQ%2BNQfFkcr6DxgB%2Bdl%2BIisuuuXvGdZIkL%2B54bu2XrbdLg0l5zMWXGITbc3z6N2wZSwiyV02LVqii%2FNuVmClaZ72ch7ECdtBpJdADLoc%2BRA7ivyNX%2F2edOVwYjrCNf%2BUlVtEgP8E8wVCIUaYO%2BeLxsz32NHSsqbRlxzCss6kNwgql4ZhR0yfKVOGIar5rNMtlhVCOpR2PRGjZD50dZ3AvqrH%2FmlklDmqXa4IQSKByAlD%2B%2BA8i5XKgXdQ9aJhDobmitCZHcqaDmXRVyC3AOCMp%2F3pPNK8XwcyqpSOaPW6%2BBtT%2B8ROKXjZQtNIuuGPnO7yioErkbncEVMK6YSt1BbdxT63GIcRyIwM1p6vjUtvEdEmGKXe%2BvZygDq1JJr%2FxYfCXFtChsQBm2xYdrktYAKGRhaXKIg9%2FkwxrnQlwY6qQE2iIeI2GTc0ZgGuKszeA1b%2BRgC3gsofkpKxplz1MFrZTsQWaS4OwKzhCEemw0dVGnGoRWQELu3XIuR1JULpaWGXV1u07zmKFA2W278X%2B1%2FiGqwo1xzTjOar4JoaT05ux4p7AnJUq5PilMT2cxkiW03yvCGqZSvZcQES%2B6YTS5ZhA3Uriw2WYKXF5s%2BlkZEcJguLzilmShva3Y%2FjNwxpD9fm8OuMw83ug6S&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20220810T224510Z&X-Amz-SignedHeaders=host&X-Amz-Expires=1800&X-Amz-Credential=ASIAV34L4ZY4IHGXUQUO%2F20220810%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=abaa159fa65512b5e438f4781fb4e0c7d70cb81e8d33402a678284cf4cbad29d#_=_)
Sales reps and marketers often choose Brainshark, a cloud-based presentation tool, because it allows them to create and deliver presentations live or on-demand (even using their iPad or iPhone), use on-demand video content, polls, or surveys for increased engagement, and embed presentations in websites and blogs.
Pricing : Contact for pricing
![customer presentation tools best presentation software: vcasmo](https://asana-user-private-us-east-1.s3.amazonaws.com/assets/8587152060687/1202765312152585/1202765312152586.IuPhK0Ee9hL0Xvy6Odjb_height640.png?X-Amz-Security-Token=IQoJb3JpZ2luX2VjEOX%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMSJHMEUCIQDvTBeOmHE240%2BGJKJfT%2FRugI864JlbgzjC3qPoxt2%2FvQIgRgfq%2BmalUK9wwVWitGsuJkUc8OUEH6BmRuRDh59KDuIq0gQIThAAGgw0MDM0ODM0NDY4NDAiDNVAObRdrH7TkS57SiqvBCEmF5a9G2WOejsYkIWR%2FP665tfgWCSJgaySX5BHOHjMrrhFC6yjt7IaTaEKQYgtnsLMJlZYlK8GynkU3LOKqSqe%2Fjbbd%2Bxdd9NcIUs%2FjBBIo7PAbmxsuji0MshYMsCCBb5187j8IUzheZPBVYOhGEZCP6QhN%2Fj%2FAqOAXnNYt43su%2FReoAF0Z2AmT1bQYuvjhONM2UcLb%2FihRDBMHrmD%2FE%2FgAiyASlz2%2B4ZwwixNuz%2FeLh0UV5stajs3am0aXUTy2fx8HZb2RH17cdD8thu36jOiaSEAZDwiczMEqnReUDHaW0S7m5Da5zSx%2BKZe3DadpUayJNEHeX0YxoAQ%2BNQfFkcr6DxgB%2Bdl%2BIisuuuXvGdZIkL%2B54bu2XrbdLg0l5zMWXGITbc3z6N2wZSwiyV02LVqii%2FNuVmClaZ72ch7ECdtBpJdADLoc%2BRA7ivyNX%2F2edOVwYjrCNf%2BUlVtEgP8E8wVCIUaYO%2BeLxsz32NHSsqbRlxzCss6kNwgql4ZhR0yfKVOGIar5rNMtlhVCOpR2PRGjZD50dZ3AvqrH%2FmlklDmqXa4IQSKByAlD%2B%2BA8i5XKgXdQ9aJhDobmitCZHcqaDmXRVyC3AOCMp%2F3pPNK8XwcyqpSOaPW6%2BBtT%2B8ROKXjZQtNIuuGPnO7yioErkbncEVMK6YSt1BbdxT63GIcRyIwM1p6vjUtvEdEmGKXe%2BvZygDq1JJr%2FxYfCXFtChsQBm2xYdrktYAKGRhaXKIg9%2FkwxrnQlwY6qQE2iIeI2GTc0ZgGuKszeA1b%2BRgC3gsofkpKxplz1MFrZTsQWaS4OwKzhCEemw0dVGnGoRWQELu3XIuR1JULpaWGXV1u07zmKFA2W278X%2B1%2FiGqwo1xzTjOar4JoaT05ux4p7AnJUq5PilMT2cxkiW03yvCGqZSvZcQES%2B6YTS5ZhA3Uriw2WYKXF5s%2BlkZEcJguLzilmShva3Y%2FjNwxpD9fm8OuMw83ug6S&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20220810T224510Z&X-Amz-SignedHeaders=host&X-Amz-Expires=1800&X-Amz-Credential=ASIAV34L4ZY4IHGXUQUO%2F20220810%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=c46166f12992d860766a92c944a4a5a5face97b9080288e661444b1e38f99d72#_=_)
Vcasmo is a unique presentation tool -- it's a multimedia solution that enables users to synchronize a video and slideshow, side by side. Sales and marketing pros love Vcasmo because it supports playback in three forms: browser, mobile, and iPad.
Pricing : Free; Standard, $10.99/month; Professional, $16.99/month
22. ViewletBuilder
![customer presentation tools best presentation software: viewlet builder](https://blog.hubspot.com/hs-fs/hub/53/file-1870472532-png/00-Blog-Related_Images/viewlet_builder.png)
ViewletBuilder is a different presentation tool; it captures critical screen updates and cursor position changes so sales and marketing pros can create presentations detailing how their product or sites work. With a plethora of features, ViewletBuilder allows for editing and enhancing and includes a variety of publishing and sharing options, too.
Pricing : Pro, $399; Enterprise, $599
23. Zoho Show
![customer presentation tools best presentation software: Zoho show](https://blog.hubspot.com/hs-fs/hubfs/Zoho-show.jpg?width=650&name=Zoho-show.jpg)
Zoho Show is a top pick for sales and marketing pros because it lives online, making it possible to create, access, present, and more from anywhere, any time. The simple, intuitive interface and collaboration features are just two of its beloved benefits.
24. AhaSlides
![customer presentation tools best presentation software: ahaslides](https://asana-user-private-us-east-1.s3.amazonaws.com/assets/8587152060687/1202765312152579/1202765312152580.jVnUfIb4GZg31ygB9ixM_height640.png?X-Amz-Security-Token=IQoJb3JpZ2luX2VjEOX%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMSJHMEUCIQDvTBeOmHE240%2BGJKJfT%2FRugI864JlbgzjC3qPoxt2%2FvQIgRgfq%2BmalUK9wwVWitGsuJkUc8OUEH6BmRuRDh59KDuIq0gQIThAAGgw0MDM0ODM0NDY4NDAiDNVAObRdrH7TkS57SiqvBCEmF5a9G2WOejsYkIWR%2FP665tfgWCSJgaySX5BHOHjMrrhFC6yjt7IaTaEKQYgtnsLMJlZYlK8GynkU3LOKqSqe%2Fjbbd%2Bxdd9NcIUs%2FjBBIo7PAbmxsuji0MshYMsCCBb5187j8IUzheZPBVYOhGEZCP6QhN%2Fj%2FAqOAXnNYt43su%2FReoAF0Z2AmT1bQYuvjhONM2UcLb%2FihRDBMHrmD%2FE%2FgAiyASlz2%2B4ZwwixNuz%2FeLh0UV5stajs3am0aXUTy2fx8HZb2RH17cdD8thu36jOiaSEAZDwiczMEqnReUDHaW0S7m5Da5zSx%2BKZe3DadpUayJNEHeX0YxoAQ%2BNQfFkcr6DxgB%2Bdl%2BIisuuuXvGdZIkL%2B54bu2XrbdLg0l5zMWXGITbc3z6N2wZSwiyV02LVqii%2FNuVmClaZ72ch7ECdtBpJdADLoc%2BRA7ivyNX%2F2edOVwYjrCNf%2BUlVtEgP8E8wVCIUaYO%2BeLxsz32NHSsqbRlxzCss6kNwgql4ZhR0yfKVOGIar5rNMtlhVCOpR2PRGjZD50dZ3AvqrH%2FmlklDmqXa4IQSKByAlD%2B%2BA8i5XKgXdQ9aJhDobmitCZHcqaDmXRVyC3AOCMp%2F3pPNK8XwcyqpSOaPW6%2BBtT%2B8ROKXjZQtNIuuGPnO7yioErkbncEVMK6YSt1BbdxT63GIcRyIwM1p6vjUtvEdEmGKXe%2BvZygDq1JJr%2FxYfCXFtChsQBm2xYdrktYAKGRhaXKIg9%2FkwxrnQlwY6qQE2iIeI2GTc0ZgGuKszeA1b%2BRgC3gsofkpKxplz1MFrZTsQWaS4OwKzhCEemw0dVGnGoRWQELu3XIuR1JULpaWGXV1u07zmKFA2W278X%2B1%2FiGqwo1xzTjOar4JoaT05ux4p7AnJUq5PilMT2cxkiW03yvCGqZSvZcQES%2B6YTS5ZhA3Uriw2WYKXF5s%2BlkZEcJguLzilmShva3Y%2FjNwxpD9fm8OuMw83ug6S&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20220810T224510Z&X-Amz-SignedHeaders=host&X-Amz-Expires=1800&X-Amz-Credential=ASIAV34L4ZY4IHGXUQUO%2F20220810%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=1711d7aa8dea35a2d7d931719c0b82799389f1f65e50c16085a69b93830dc4bb#_=_)
Pricing : Free; Essential, $4.95/month; Pro, $15.95/month; Annual, Monthly & One-time plans available.
Visme is an all-in-one content creation platform with a vast library of professionally designed presentation templates, each tailored to your industry and specific proposal needs. Its beginner-friendly design platform allows you to drag and drop elements into place, use dynamic fields to update all your content in one place instantaneously and integrate your tools like Hubspot or Salesforce, and more to personalize each presentation.
Pricing: Free, Starter: $12.25/month, billed yearly, Pro: $30/month, billed yearly, Visme for Teams & Enterprises.
What are you waiting for? Pick a tool and start creating. Your prospects are waiting.
Editor's Note: This post was originally published in October 2014 and has been updated for freshness and comprehensiveness.
![customer presentation tools Blog - Beautiful PowerPoint Presentation Template [List-Based]](https://no-cache.hubspot.com/cta/default/53/013286c0-2cc2-45f8-a6db-c71dad0835b8.png)
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[Updated 2023] 30 Best Customer Service PowerPoint Templates For Success in Business
![customer presentation tools [Updated 2023] 30 Best Customer Service PowerPoint Templates For Success in Business](https://www.slideteam.net/wp/wp-content/uploads/2020/04/1013x441no-button-1013x441.jpg)
Malvika Varma
![customer presentation tools author-user](https://www.slideteam.net/static/version1717669739/frontend/Slideteam/default/en_US/FishPig_WordPress/images/blog/calander-icon.png)
What differentiates one business from another? What added value does a successful organization provide that compels a customer to opt for it instead of its competitors?
The answer is “Customer Service”
Eight of every 10 customers will revisit and buy again if your customer service is excellent. Conversely, 90% of customers will leave without warning if your service is pedestrian. Despite being aware of the importance of customer service, many business owners struggle with handling this critical aspect of their operations, resulting in significant losses to their bottom and top lines.
If you're facing the same challenges as others and finding it difficult to attract and keep customers, we offer a solution through Powerpoint Templates. These resources can help you to effectively equip and empower your customer service team, enabling them to provide exceptional service to your customers.
30 Best Customer Service PowerPoint Templates To Download
These templates will build on your team’s strengths, supplementing them with skills needed to turn every consumer into a valuable customer. The 100% customizable nature of the templates provides you with the desired flexibility to edit your presentations. The content-ready slides give you the much-needed structure.
Let’s begin!
Template 1: Customer Service Training Curriculum PPT Presentation
![Customer Service Curriculum Customer Service Curriculum](https://www.slideteam.net/wp/wp-content/uploads/2020/04/d1-1024x576.jpg)
Download this Customer Service Training Curriculum
This Customer Service Training Curriculum is a comprehensive program designed to equip your team with the skills and knowledge they need to provide outstanding customer service. This curriculum addresses the critical aspects of customer service, including communication, problem-solving, conflict resolution, and empathetic listening. It combines interactive training modules, concepts, and case studies, enabling participants to develop and practice their skills in a supportive learning environment. This course is designed to align with your organization's culture, values, and goals, enabling your team to deliver a consistent and exceptional service experience to your customers.
Using this curriculum, you can learn about multiple customer service channels, acquire diverse skill sets, and handle different customer types effectively. In addition, this educational deck provides greater clarity on customer engagement, experience, and service. Download it now and begin enhancing your customer service expertise.
Template 2: Implementing Proactive Customer Service PowerPoint Presentation
![Implementing Proactive Customer Service PowerPoint Presentation Implementing Proactive Customer Service PowerPoint Presentation](https://www.slideteam.net/wp/wp-content/uploads/2020/04/d3-1-1024x576.jpg)
Download this Customer Service Presentation
This PowerPOint presentation provides a comprehensive framework for implementing proactive customer service strategies, enabling you to stay ahead of your customers' needs and exceed their expectations. Using this helpful resource, you can accelerate digital transformation projects, collaborate with IT and businesses to drive efficiencies, and create new customer engagement models. This content-ready template will also guide you on applying sophisticated Machine Learning and Artificial Intelligence techniques to optimize service delivery performance. Download it now!
Template 3: Customer Service Toolkit PPT Template
![Customer Service Improvement Toolkit Customer Service Improvement Toolkit](https://www.slideteam.net/wp/wp-content/uploads/2020/04/d2-1024x576.jpg)
Download this customer service toolkit presentation
If you want to equip your customer service team with a service toolkit to improve customer satisfaction levels, reduce customer churn, and build long-term customer loyalty, this PPT Template is an ideal pick. It entails essential components of a customer service toolkit such as capability model, value streams, change management plan, implementation, software requirements, etc. It also educates you on selecting the best vendors and building long-lasting relationships with them. The best part is that this complete toolkit also provides pre-designed graphics for RACI Matrix, Project charter, and Checklists. Download this PPT Template today to build a dedicated customer service team!
Template 4: Customer Service Process Flow Template
![Customer Service Process Flow Customer Service Process Flow](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Customer-Service-Process-Flow-.png)
Download Customer Service Process Flow PowerPoint Presentation
Highlight the effective and efficient customer service strategies by introducing this client support PowerPoint complete deck. Leave an everlasting impact on the client by incorporating our content-ready customer service PowerPoint template stating the customer service procedure in a detailed manner. Comprising of 16 slides, the organization can showcase the improved KPIs, and flow charts for its valued customers. Download this attractive PowerPoint theme to help your employees in making data-driven decisions and work towards personalizing the user experience.
Template 5: Dealing with Difficult Customers
![25 Best Customer Service PowerPoint Templates For Success in Business 25 Best Customer Service PowerPoint Templates For Success in Business](https://www.slideteam.net/wp/wp-content/uploads/2020/04/4-784x441.jpg)
Download our Comprehensive Customer Service Training Course
There is nothing more heart-warming than a polite, firm, and knowledgeable customer agent winning over a difficult customer through logic, persuasion, and an attitude of service.
The golden rule for difficult customers, however, is to remember that the customer is not always right, but he/she needs to be treated with respect at all times .
Our Course on ‘Dealing with Difficult Customers’ starts with an exercise to let trainees step into the shoes of a difficult customer to see where does the difficulty lie?
Difficult customers are divided into five kinds. We list these and the keywords that customer service staff must use to handle these individuals. These are:
- Aggressive customer (Sorry, then offer a solution)
- Indecisive customer (Discounts/free samples)
- Complainer (Paying full attention, excellent listening skills)
- Impatient customer (Prompt response, quicker resolution)
- Know-it-all customer (Sincere compliment on their knowledge)
A general mind-map that the trainer is encouraged to internalize in his/her trainees is the Empathy, Control, Advocacy (ECA) approach.
In the seven practical, role-play activities that follow, we discuss scenarios that, inevitably, arise in customer service. The USP of our course is giving excellent sample answers to each of these situations. You may customize these, according to the business you are in.
The goal is to help your business realize its potential, with even the converted ‘difficult’ customer rooting for you.
Template 6: Customer Care Management PPT Presentation
![Customer Care Management Customer Care Management](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Customer-Care-Management-.png)
Download Customer Care Management PowerPoint Template
Reinforce a great service culture in your company by discussing the responsibilities of a customer service team with the help of our pre-designed client care management PowerPoint theme. This customer service PowerPoint template can be included in a company presentation to emphasize the importance of customer satisfaction provided by your enterprise. Recruitment agencies can also download this striking consumer service PPT layout to describe the job responsibilities to the candidates.
Template 7: How to Delight a Customer
![30 Best Customer Service PowerPoint Templates For Success in Business 30 Best Customer Service PowerPoint Templates For Success in Business](https://www.slideteam.net/wp/wp-content/uploads/2020/04/7-784x441.jpg)
Customer service is such a hands-on business discipline that sometimes it can lull management into perceiving it as a cost center than a revenue center. “After all, a non-complaining customer is the best outcome any business can have,” so goes the orthodox belief.
The reality, however, is that a non-complaining customer might never-ever be your customer again. To add insult to injury, businesses may never even know why, without employing customer service as a guide.
A paradigm shift is needed to use customer service as a tool to delight your buyers and turn them into steadfast supporters. In customer delight, the key is to exceed expectations; mere satisfaction is not enough.
Our Course on How to Delight Customers starts with an activity that aims to inculcate positivity and empathy.
The idea is to transform the customer journey from attraction, and engagement to delight.
On downloading the module, we hand-hold you through the journey of ensuring that delighting customers becomes your additional key competency.
Ensuring customer delight provides businesses the benefit of word-of-mouth promotion, something of a rarity these days.
Our course includes training material and offers Key Performance Indicators (KPIs) we well to monitor your progress.
Template 8: Customer Service Team Review
![Customer Service Team Review Customer Service Team Review](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Customer-Service-Team-Review.png)
Download Customer Service Team Review PowerPoint Presentation
Showcase the critical aspects of improving client service by employing this content-ready customer service PowerPoint complete deck. The customer service training process for ensuring better retention, customer satisfaction, and loyalty can be efficiently discussed by introducing this attractive PowerPoint layout. Using this PPT, give a detailed overview of your customer care team about the key performance indicators, customer satisfaction score, team performance comparison, first response time, etc.
Template 9: Customer Service for Middle and Top Management
![25 Best Customer Service PowerPoint Templates For Success in Business 25 Best Customer Service PowerPoint Templates For Success in Business](https://www.slideteam.net/wp/wp-content/uploads/2020/04/6-784x441.jpg)
Customer service is today, such an important part of the business that it sees frequent reviews from the middle and top management.
Our Course on Customer Service for Middle and Top management is future-ready material. A download benefits the corner-room occupants in not having to reinvent the wheel. They can just dip into our content as and when needed. For instance, sizing up the customer service team on the seven key skills we enlist and then preparing a list to fill gaps in training if any.
To make the CEO’s job easier, the module lists out questions that he/she should be asking. We dig deep into customer satisfaction, customer retention, and lifetime value to ensure ‘Customer Happiness’.
We also list out the KPIs that need monitoring. Our course advocates that businesses must immediately ACT upon customer feedback. Then, it is mission-critical to put the feedback in a format, where you gain insights into customer behavior.
Our module includes two templates illustrating these, which are Customer Effort Score and Customer Satisfaction Surveys .
Before we end, we shift our lens to Digital Customer Service (DCS), the new-age tool that is allowing businesses to aim for real-time resolution of customer woes.
Template 10: Customer Service Strategy Steps and Procedure
![Customer Service Strategy Steps Customer Service Strategy Steps](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Customer-Service-Strategy-Steps.png)
Download Customer Service Strategy Steps And Procedures PowerPoint Presentation
Employ customer service PowerPoint template to help employees understand the importance of client satisfaction to boost business. This ready to use customer service PowerPoint complete presentation comprises of 16 templates to explain customer service steps, customer service procedure, customer service process improvement, etc. Our customer centricity PowerPoint theme can be of great use to discuss the strategies with your employees to enhance the customer experience. Accelerate the growth of revenue by retaining customers and generating leads by the strategies described in our striking PPT background.
Template 11: Customer Success PPT Presentation
![Customer Success Customer Success](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Customer-Success.png)
Download Customer Success PowerPoint Presentation
Achieve business goals and targets by impressing your clients with our attention-grabbing customer service PowerPoint template. With the assistance of this striking PPT complete deck, the management can elaborate on customer acquisitions, retention, churn rate, brand promotions, etc. Companies can list all the vital components of a successful customer success strategy by incorporating this professionally designed client satisfaction PowerPoint presentation. Promote your brand image by downloading customer success PPT layout and portraying their vision of client service.
Template 12: Service Excellence
![Service Excellence Service Excellence](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Service-Excellence.png)
Download Service Excellence PowerPoint Presentation
Present your client service programs by including our service excellence PowerPoint template to your meetings. Win clients in an extremely competitive environment using our customer-centric PowerPoint complete deck by outlining the services your enterprise offers. You can highlight the key steps, roadmap, and statistics to showcase the progress of your customer retention with our template. Download this customer service PowerPoint theme to elaborate on excellence steps like respect, validate, inspire, cultivate, and engage.
Template 13: Customer Relationship Management
![Customer Relationship Management Customer Relationship Management](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Customer-Relationship-Management.png)
Download Customer Relationship Management PowerPoint Presentation
Employ our customer relationship management PowerPoint template to establish good relations with customers at all points during the customer lifecycle. This customer care PowerPoint complete deck is included with slides on customer initiatives, customer perceived value, and emphasis on better user experience. By utilizing this pre-designed PPT layout. You can discuss the CRM model, lifecycle management, CRM stages, E-CRM process, current lead status, lead and deal acquisition by effectively communicating the data with our template.
Template 14: Customer Satisfaction Survey Feedback
![Customer Satisfaction Survey Feedback Customer Satisfaction Survey Feedback](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Customer-Satisfaction-Survey-Feedback-1001x563.png)
Download Customer Satisfaction Survey Feedback PowerPoint Presentation
Feedback gives an insight into the customer experience hence plays a significant role which can be discussed with the client service PowerPoint template. Customer satisfaction indicators can be efficiently elaborated in our striking PowerPoint layout. The parameters on which customer satisfaction depends can be addressed with our attention-grabbing PPT layout. You can also describe the process of feedback by utilizing this customer service PPT background.
Template 15: Internal Customer Services
![Internal Customer Services Internal Customer Services](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Internal-Customer-Services.png)
Download Internal Customer Services PowerPoint Presentation
Internal customer services of enterprise can be described to your audience with the assistance of our client satisfaction PowerPoint template. Utilizing our professionally designed consumer services PowerPoint complete deck you can clearly state the responsibilities and expectations by the customer service team. The methods of improving customer interaction can also be discussed by incorporating this striking PowerPoint theme.
Template 16: Customer Relationship Management Strategies
![Customer Relationship Management Strategies Customer Relationship Management Strategies](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Customer-Relationship-Management-Strategies.png)
Download Customer Relationship Management Powerpoint Presentation
Strengthen the relationship between user and company by utilizing our pre-designed customer PowerPoint template. Comprising of 70 slides, with the help of our consumer-centric PowerPoint complete deck, you can effectively state the CRM model and customer lifecycle management. Customer retention economics can be described to the employees to formulate the strategy by utilizing this customer service PPT theme. By incorporating this detailed consumer PPT layout, CRM capabilities can be highlighted to portray the efficiency of the enterprise.
Template 17: Customer Service Review
![Customer Service Review Customer Service Review](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Customer-Service-Review.png)
Download Customer Service Review PowerPoint Presentation
Enhance customer service experience by incorporating our content-ready PowerPoint template. By utilizing our customer service review PowerPoint complete deck, you can motivate your employees to improve customer service skills. The customer service model and the factors involved to strengthen the relationship with the customer can be highlighted with the help of this striking consumer service PowerPoint theme. State the customer satisfaction goals your enterprise wishes to achieve to accelerate the success of your business.
Template 18: Customer Insight
![Customer Insight Customer Insight](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Customer-Insight-.png)
Download Customer Insight PowerPoint Presentation
Download our professionally designed content-ready customer insight PowerPoint template to collect the required information about the users. This customer service PowerPoint complete deck can efficiently describe the consumer insights and develop the consumer retention strategy accordingly. With the help of this ready-to-use customer care PowerPoint theme, you can showcase your data and findings in an attractive manner.
Template 19: Customer Satisfaction and Feedback Template
![Customer Satisfaction Customer Satisfaction](https://www.slideteam.net/wp/wp-content/uploads/2020/04/14.Customer-Satisfaction-1001x563.png)
Download Customer Satisfaction And Feedback PowerPoint Presentation
Have an impactful brand image by incorporating our professionally designed customer service PowerPoint template. Highlight your enterprise’s dominance in the market by incorporating our detailed consumer insights PowerPoint complete deck. Showcase the key metrics determining the factors using the graphs and charts included in our content-ready customer-centric PowerPoint background.
Template 20: Service Management Template
![Service Management Service Management](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Service-Management.png)
Download Service Management PowerPoint Presentation
Showcase the metrics of customer satisfaction by introducing this attention-grabbing consumer service PowerPoint template. You can discuss the six principles of service excellence by employing our professionally designed customer care PowerPoint complete deck. You can efficiently describe the roadmap towards sales due to customer service excellence with the help of this pre-designed PowerPoint theme.
Template 21: Customer Acquisition Plan
![Customer Acquisition Plan Customer Acquisition Plan](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Customer-Acquisition-Plan--1001x563.png)
Download Customer Acquisition Plan PowerPoint Presentation
Showcase the strategy of acquiring new clients and retaining existing ones by incorporating our eye-catchy customer service PowerPoint template. Utilize our professionally designed PPT complete deck to highlight the marketing and sales checklist to track the customer inclination and interests. Download this extensively researched content ready consumer-oriented PowerPoint presentation to discuss the methodologies of improving skills of the customer service team.
Template 22: Retaining Customer and Loyalty
![Retaining Customer And Loyalty Retaining Customer And Loyalty](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Retaining-Customer-And-Loyalty-1001x563.png)
Download Retaining Customer And Loyalty PowerPoint Presentation
Establish a firm ground of your organization by incorporating our ready to use customer service PowerPoint template. Discuss the services offered by your company to attract clients in an efficient manner by employing this striking consumer-oriented PowerPoint complete deck. You can highlight the benefits given to loyal customers and the consumer loyalty life cycle in detail by using this PPT layout. Customer Service Templates can be employed for brainstorming sessions.
Template 23: Customer Service Strategy
![Customer Service Strategy Operations Customer Service Strategy Operations](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Customer-Service-Strategy-Operations-1001x563.png)
Download Customer Service Strategy Operations PowerPoint Template
Showcase the various factors of customer service strategy with the assistance of this attractive PowerPoint template. The aesthetics of this content ready PowerPoint layout instantly grabs the attention of its audience. Download our customer service PowerPoint background to elaborate on the structure, role, and responsibilities of the client care assistance team.
Template 24: Customer Service Quality
![Customer Service Solution Customer Service Solution](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Customer-Service-Solution-1001x563.png)
Download Customer Service Solution PowerPoint Template
Showcase the significance of an outstanding customer service team by using this striking PowerPoint template. Highlight the stepwise procedure of customer service by downloading our pre-designed PowerPoint theme. You can discuss the effectiveness of each step in a detailed manner by incorporating our customer care PPT theme. Customer Service Templates are customizable and perfect for office use.
Template 25: Customer Service Capabilities
![Customer Service Capabilities Customer Service Capabilities](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Customer-Service-Capabilities-.png)
Download Customer Service Capabilities PowerPoint Template
The customer service team of an organization has a lot of responsibility as they make direct contact with customers and can understand their concerns. Showcase the outstanding capabilities of the customer service workforce and acknowledge their contribution to increasing the revenue by downloading our infographic consumer PowerPoint theme. Recruitment agencies can utilize this striking customer care PPT background to state the eligibility criteria of the candidate.
Template 26: Customer Service Trends
![Trends Shaping Customer Service Trends Shaping Customer Service](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Trends-Shaping-Customer-Service-1001x563.png)
Download Trends Shaping Customer Service PowerPoint Template
Describe the fundamentals of a good customer service team by employing this content ready PowerPoint template. Our professionals have designed this consumer-oriented PowerPoint layout after extensive research so that you don't have to start from scratch. HR of the company can make use of our handy customer service PPT background to explain the role of the skilled customer care team to the new joiners by employing this template. Customer Service Templates are important for induction sessions.
Template 27: Customer Service Icon
![Customer Service Icon Customer Service Icon](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Customer-Service-Icon-1001x563.png)
Download Customer Service Icon PowerPoint Template
This attractive customer service PowerPoint template can be used for highlighting the significance of a dedicated consumer assistance team in the organization. You can also download this attractive PPT background to display the outstanding employees and acknowledge the efforts in increasing the sales. Showcase the strengths of the consumer service department of your enterprise by listing the targets achieved by them.
Template 28: Customer Service Business Model
![Customer Service Business Model Customer Service Business Model](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Customer-Service-Business-Model--1001x563.png)
Download Customer Service Business Model PowerPoint Template
Give a detailed description of the customer service strategy of your organization by incorporating our pre-designed PowerPoint template. Showcase the model and the key role customer satisfaction plays in their retention by utilizing our content ready customer-oriented PowerPoint layout. Managers can employ this attractive PowerPoint layout to effectively explain the customer service business model to its juniors.
Template 29: Customer Service Retention
![Customer Service Retention Customer Service Retention](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Customer-Service-Retention.png)
Download Customer Service Retention And Satisfaction Dashboard PowerPoint Template
Introduce this infographic customer service PowerPoint template to highlight the different factors of client satisfaction. With this eye-catchy customer retention PowerPoint theme, you can impress your viewers by providing all the essential information in a precise manner. Employ this client study PowerPoint background to discuss the statistics gathered to study customer interests and make the strategy accordingly. Customer Service Templates are easy to download and use.
Template 30: Digital Experience
![Digital Experience Digital Experience](https://www.slideteam.net/wp/wp-content/uploads/2020/04/Digital-Experience-.png)
Download Digital Experience PowerPoint Template
A good customer experience ensures the retention of the client which can be elaborated by utilizing this attractive PowerPoint template. Highlight the different aspects of customer service such as marketing, IT management, human resources, and other operations and discuss their roles by employing this pre-designed PPT layout.
Having the client's best interest at heart builds a strong positive relationship that is directly related to business success. Set yourself apart from the rest and establish a praiseworthy business by investing in an exemplary customer service team.
“The goal of a company is to have customer service that is not just the best but legendary.” – Sam Walton
Cultivate a loyal customer base with these content ready 25 Best Customer Service PowerPoint Templates and move forward in becoming iconic in the business world.
FAQs on Customer Service
What is good customer service.
Good customer service is an approach to serving customers that involves providing prompt, courteous, and effective assistance to meet their needs and resolve their concerns. Here are some key elements of good customer service:
Responsiveness: Good customer service is responsive to customers' needs and concerns. Representatives should be available to assist customers promptly and provide timely responses to their inquiries and complaints.
Empathy : Customer service representatives should understand and empathize with customers' frustrations and concerns. This involves actively listening to customers and showing understanding and compassion towards their situation.
Clarity: There should be clear communication with customers. Representatives should use language that is easy to understand and avoid jargon or technical terms that may confuse customers.
Knowledge : Representatives should have a good understanding of the company's products and services, as well as policies and procedures. They should be able to answer customers' questions and provide relevant information to assist them.
Problem-solving: Solve customers' problems effectively. Representatives should be trained in problem-solving techniques and empowered to make decisions that will resolve customers' issues.
Follow-up: After a customer's issue has been resolved, follow up with the customer to ensure that they are satisfied with the resolution and to see if there is anything else they need assistance with.
Personalization: Treat customers as individuals and not just as numbers. Representatives should personalize their interactions with customers based on their specific needs and preferences.
What are 3 qualities of good customer service?
There are many qualities that contribute to good customer service, but three unique ones are:
Proactivity: A good customer service representative doesn't just wait for the customer to reach out with a problem or concern, but takes proactive steps to anticipate and prevent issues before they arise. This could involve following up with the customer after a purchase, providing helpful tips or resources, or simply being available to answer questions and provide assistance.
Flexibility: An ideal customer service should be able to adapt to each customer's unique needs and preferences. This means being flexible in terms of communication methods, problem-solving approaches, and even product or service offerings. A willingness to be flexible and accommodating can go a long way in building strong customer relationships and ensuring customer satisfaction.
Personalization: A good customer service representative should connect with customers on a personal level and provide a personalized experience. This could involve using the customer's name, referencing their past interactions with the business, or simply showing genuine interest and concern for their needs and preferences. By providing a personalized experience, you can create a more meaningful and lasting relationship with the customer.
What are the basic customer service?
Basic customer service involves providing timely and professional assistance to customers, whether it's in-person, over the phone, or online. This includes having good communication skills and being knowledgeable about the products or services being provided. Effective problem-solving skills are also important, as customer service representatives should be able to identify and address any issues or concerns the customer may have. Providing good customer service requires a commitment to putting the customer first and ensuring they have a positive experience with your business. By providing basic customer service, you can build trust and loyalty with your customers and establish a reputation for quality service.
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Customer Success Presentations: How to Create Decks That Will Wow Your Customers and Drive Upsell and Retention
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In a world where experience often is just as important as results, customer satisfaction is no longer enough to find success in an increasingly competitive market. Instead, the focus has turned toward customer success. According to Forrester Research, 72 percent of businesses now say that improving customer success is their top priority.
What is customer success? Let’s start with what it isn’t. Unlike customer satisfaction, customer success is not a measure of how well a product or service meets customer expectations.
Customer success occurs when client expectations are met through their interactions with a company. They might love a product but despise the customer experience, which definitely can impact repeat business.
In fact, a Zendesk report found that 96 percent of customers are likely to change their behavior after a bad customer experience, including 59 percent who said they would stop buying from the company. Perhaps even more concerning, 39 percent said their buying behavior would remain changed more than two years after the negative incident.
“The focus is on all of the interactions your customer has with your company; starting at the earliest touchpoints of marketing and sales, moving through closing and onboarding, and continuing through their entire lifecycle with you,” wrote customer success consultant Lincoln Murphy, author of, “Customer Success Book.”
As a result of its increased importance, customer success strategies have become a primary focus among businesses large and small. In what ways can the company increase its customer success rates to sell more and reduce churn? Then, what is the best way to communicate this all-important strategy to internal and external clients?
Want to design a stellar customer success presentation? Wondering how to best present a customer success strategy? Check out the following five ways to create decks that will wow your customers, drive upsell and boost retention:
1. Create a consistent experience
It’s no secret that any business wants its customers to be satisfied with their experience. Without satisfied customers, no company will meet success— and it’s not enough to provide a positive experience part of the time.
A customer often will form their opinion of a company based on their worst experiences, even if they are few and far between. Since 60 percent of customers told Salesforce that inconsistent experiences were enough for them to switch brands, consistent satisfaction and positive experiences are necessary for true customer success.
Likewise, the strategies featured in effective customer success presentation examples must consistently support a primary goal. Even inexperienced presentation designers can create a consistent slide deck by starting off with one of Beautiful.ai’s various presentation templates , already curated by our skilled artists to support all sorts of goals and objectives.
2. Make it personal
Customers want to feel valued, and therefore personalizing every interaction is key to customer success. What does that customer hope to get from the company? Satisfying someone else’s goals won’t improve the relationship with any customer. Likewise, be sure that your customer success story presentation speaks to a variety of customer expectations.
Of course, if you’re spending time catering your message to a variety of customers, you’ll want to ensure you aren’t wasting time communicating with people who are unlikely to be your customers regardless of their experiences. After all, a company that sells largely to a teen market would be wasting valuable time and resources customizing its strategies to satisfy Baby Boomer expectations.
3. Include social proof
Long before Facebook was a mere glint in Mark Zuckerberg’s eye, before Tom had us picking our top friends for Myspace, even before the phrase, “social media” meant anything, back when the Internet was still like something from science fiction, social proof was an enormous buying factor among most consumers.
If you don’t recall hearing much about it, just replace it with customer testimonials and word-of-mouth advertising. Potential customers might not believe what a salesperson or an advertiser has to say, but they are more likely to listen to fellow consumers tell of their own experiences.
Including positive customer experiences in your customer success story presentation will support your strategies and reinforce your message. The folks at Beautiful.ai know the value of social proof, and therefore have provided users with a customizable Quotation Template among our smart slides . The template is perfect for showcasing customer feedback and fostering trust among potential clients.
4. Identify milestones along the journey
Customer success is about the entire journey, not only the final scene. Therefore, identifying the milestones a customer meets along the way is another key element of customer success. Likewise, effective customer success presentation examples should also feature milestones clients have met along the way. If the customer’s journey is not yet complete, also identify the milestones yet to come.
Since people instinctively respond to storytelling, present the milestones in a story of the customer experience journey. For ideas on how best to present a variety of customer milestones within a storytelling format, reference Beautiful.ai’s library of presentation templates , designed with the perfect slides for practically any purpose.
5. Illustrate your data
Most people will agree that numbers typically don’t lie. It’s no wonder, then, that hard data is powerfully persuasive among consumers. It’s not enough to present the results of a subjective customer satisfaction survey. Qualitative data that supports customer success includes key performance indicators such as repeat sales, increased sales, customer acquisition costs and email engagement— metrics based on real numbers, not opinions.
At the same time, it’s commonly known that bombarding presentation audiences with a series of statistics is a great way to put people to sleep. Instead, make the numbers come to life and truly tell the story of the company’s customer success plan by placing them within engaging infographics .
Don’t become overwhelmed at the prospect of designing a series of colorful and informative charts and graphs, either. Beautiful.ai’s PowerPoint-alternative presentation software features a host of infographics among our library of smart slides . Just enter your data and watch our AI-powered software create the perfect infographics, including bar graphs , pie charts , flow charts , timelines , pictograms and so many more.
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Samantha Pratt Lile
Samantha is an independent journalist, editor, blogger and content manager. Examples of her published work can be found at sites including the Huffington Post, Thrive Global, and Buzzfeed.
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The latest presentation apps have made it easier than ever to format slides and create professional-looking slideshows without giving off a "this is a template" vibe. Even standard PowerPoint alternatives have updated key features to make it easier than ever to collaborate and create presentations quickly, so you can spend more time prepping for your actual presentation.
If, like me, you've used Google Slides unquestioningly for years, it's a whole new world out there. The newest crop of online presentation tools go way beyond the classic slideshow experience, with new features to keep your audience's attention, streamline the creation process with AI, and turn slide decks into videos and interactive conversations.
I've been testing these apps for the past few years, and this time, I spent several days tinkering with 25 of the top presentation software solutions out there to bring you the best of the best.
The best presentation software
What makes the best presentation app, how we evaluate and test apps.
When looking for the best presentation apps, I wanted utility players. After all, slideshows are used for just about everything, from pitch decks and product launches to class lectures and church sermons. With that in mind, here's what I was looking for:
Pre-built templates. The best presentation tools should have attractive, professional-looking templates to build presentations in a hurry.
Sharing and collaboration options. Whether you plan to share your webinar slides later, or you just want to collaborate with a coworker on a presentation, it should be easy to share files and collaborate in real-time.
Flexibility and customization options. Templates are great, but top presentation apps should enable you to customize just about everything—giving you the flexibility to build exactly what you need.
Affordability. Creating compelling presentations is important, but you shouldn't have to bust your budget to make it happen. With capable free tools on the market, affordability is a top consideration.
Standalone functionality. There's no reason to use multiple tools when one can do it all, so I didn't test any apps that require and work on top of another presentation app like PowerPoint or Google Slides.
Familiar, deck-based interface. For our purposes here, I only tested software that uses slides, with the familiar deck-based editor you expect from a "presentation" tool (versus, for example, a video creation app).
Beyond that, I also looked for presentation apps that brought something unique to the table—features above and beyond what you can get for free from a legacy solution like PowerPoint or Google Slides.
Here's what my testing workflow looked like:
I went through any onboarding or guided tutorials.
I created a new deck, scanning through all available templates, noting how well-designed they were (and which were free versus paid).
I added new slides, deleted slides, edited text and images, and played around with other content types.
I changed presentation design settings, like color schemes and background images.
I reviewed and tested the sharing and collaboration options.
I tested out presenter view (when available).
After my first round of testing, I went back into the top performers to test any unique or niche features, like AI, brand settings, and interactive content. With that, these are the best presentation apps I found—each one really brings something different or radically easy to the table.
The best presentation software at a glance
The best free presentation software, .css-yjptlz-link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentcolor;outline:1px solid transparent;}.css-yjptlz-link[data-color='ocean']{color:#3d4592;}.css-yjptlz-link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-link[data-color='white']{color:#fffdf9;}.css-yjptlz-link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-link[data-color='primary']{color:#3d4592;}.css-yjptlz-link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-link[data-weight='normal']{font-weight:400;}.css-yjptlz-link[data-weight='bold']{font-weight:700;} canva (web, windows, mac, android, ios).
![customer presentation tools Canva, our pick for the best free presentation app](https://images.ctfassets.net/lzny33ho1g45/67OjWdby3KVO9XiutahkIb/be84563060e266403f59daffef30a965/image3.png?w=1400)
Canva pros:
Excellent free plan
Tons of amazing templates for all use cases
Feature-rich
Canva cons:
The AI tools aren't groundbreakingly useful
Canva offers one of the most robust free plans of all the presentation apps I tested. The app delays account creation until after you've created your first design, so you can get started building your presentation in seconds. Choose from an almost overwhelming number of beautiful templates (nearly all available for free), including those designed specifically for education or business use cases.
Anyone who's accidentally scrolled too far and been bumped to the next slide will appreciate Canva's editor interface, which eliminates that problem altogether with a smooth scroll that doesn't jump around. Choose from a handful of preset animations to add life to your presentations, or browse the library of audio and video files available to add. And Canva also has a number of options for sharing your presentation, including adding collaborators to your team, sharing directly to social media, and even via QR code.
Present directly from Canva, and let audience members submit their questions via Canva Live. Once you share a link to invite audience members to your presentation, they can send questions for you to answer. As the presenter, you'll see them pop up in your presenter view window, so you can keep the audience engaged and your presentation clear. Alternatively, record a presentation with a talking head bubble—you can even use an AI presenter here—to share remotely.
Canva pricing: Free plan available; paid plans start at $120/year for 1 user and include additional features like Brand Kit, premium templates and stock assets, and additional AI-powered design tools.
The best presentation app for AI-powered design
.css-yjptlz-link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentcolor;outline:1px solid transparent;}.css-yjptlz-link[data-color='ocean']{color:#3d4592;}.css-yjptlz-link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-link[data-color='white']{color:#fffdf9;}.css-yjptlz-link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-link[data-color='primary']{color:#3d4592;}.css-yjptlz-link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-link[data-weight='normal']{font-weight:400;}.css-yjptlz-link[data-weight='bold']{font-weight:700;} beautiful.ai (web, mac, windows).
Beautiful.ai pros:
True AI design
No fussing around with alignment
Still allows for customization
Beautiful.ai cons:
No free plan
If you're like me, editing granular spacing issues is the absolute worst part of building a presentation. Beautiful.ai uses artificial intelligence to take a lot of the hassle and granular design requirements out of the presentation process, so you can focus on the content of a presentation without sacrificing professional design. If I needed to make presentations on a regular basis, this is the app I'd use.
Many apps have recently added AI design features, but Beautiful.ai has been doing it for years—and they've perfected the experience of AI design, ensuring the tool's reign as the most streamlined and user-friendly option for AI design.
The editor is a little different from most presentation apps, but it's still intuitive—and you'll start off with a quick two-minute tutorial. When creating a new slide, scroll through "inspiration slides" to find a layout you like; once you choose, the app will pull the layout and automatically adapt it to match the design of the rest of your presentation.
With 10 themes, several templated slides, over 40 fully-designed templates, and more than 20 different color palettes to choose from, Beautiful.ai strikes a perfect balance between automation and customization.
While Beautiful.ai doesn't offer a free plan, paid plans are reasonably priced and offer sharing and collaboration options that rival collab-focused apps like Google Slides. And speaking of Google, you can connect Beautiful.ai with Google Drive to save all your presentations there.
Note: I re-tested the generative AI feature (called DesignerBot) this year. It's great for adding individual slides to an existing presentation—automatically choosing the best layout and matching the design to the rest of the deck—but as with most other apps, it struggled to pull in relevant images.
Beautiful.ai pricing: Plans start at $12/month for unlimited slides, AI content generation, viewer analytics, and more. Upgrade to a Team plan for $40/user/month to get extra collaboration and workspace features and custom brand controls.
The best presentation app for conversational presentations
.css-yjptlz-link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentcolor;outline:1px solid transparent;}.css-yjptlz-link[data-color='ocean']{color:#3d4592;}.css-yjptlz-link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-link[data-color='white']{color:#fffdf9;}.css-yjptlz-link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-link[data-color='primary']{color:#3d4592;}.css-yjptlz-link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-link[data-weight='normal']{font-weight:400;}.css-yjptlz-link[data-weight='bold']{font-weight:700;} prezi (web, mac, windows, ios, android).
Prezi pros:
Doesn't restrict you to standard presentation structure
Lots of customization options
Prezi Video lets you display a presentation right over your webcam video
Prezi cons:
Steep learning curve
Struggling to squeeze information into a basic, linear presentation? Give Prezi a try. Unlike nearly all other presentation apps on the market, Prezi Present doesn't restrict the structure of your presentation to a straight line. The editor focuses on topics and subtopics and allows you to arrange them any way you want, so you can create a more conversational flow of information.
With the structural flexibility, you still get all the same customization features you expect from top presentation software, including fully-editable templates. There's a learning curve if you're unfamiliar with non-linear presentations, but templates offer a great jumping-off point, and Prezi's editor does a good job of making the process more approachable.
Plus, Prezi comes with two other apps: Prezi Design and Prezi Video. Prezi Video helps you take remote presentations to a new level. You can record a video where the presentation elements are displayed right over your webcam feed. Record and save the video to share later, or connect with your video conferencing tool of choice (including Zoom, Microsoft Teams, and Google Meet) to present live.
Prezi's generative AI feature works ok, but it's more useful as a wireframe. When I asked it to create a presentation about the Stanley Cup Playoffs, for example, the resulting content read a lot like a student writing a term paper in the broadest strokes possible to avoid doing any actual research.
The best presentation app for video presentations
.css-yjptlz-link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentcolor;outline:1px solid transparent;}.css-yjptlz-link[data-color='ocean']{color:#3d4592;}.css-yjptlz-link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-link[data-color='white']{color:#fffdf9;}.css-yjptlz-link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-link[data-color='primary']{color:#3d4592;}.css-yjptlz-link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-link[data-weight='normal']{font-weight:400;}.css-yjptlz-link[data-weight='bold']{font-weight:700;} powtoon (web, ios, android).
Powtoon pros:
Timing automatically changes based on the content on the slide
Can toggle between slideshow and video
Can orient presentation as horizontal, vertical, or square
Powtoon cons:
Limited free plan
Powtoon makes it easy to create engaging videos by orienting the editor around a slide deck. Editing a Powtoon feels just like editing a presentation, but by the time you finish, you have a professional video.
You can edit your slides at any time, and when you hit play, a video plays through your deck—the feel is almost like an animated explainer video. Each slide includes the animations you choose and takes up as much time as is needed based on the content on the slide. Powtoon figures the timing automatically, and you can see in the bottom-right of the editor how much time is used on your current slide versus the total presentation. If you ever want to present as a slide deck, just toggle between Slideshow and Movie.
You'll likely need to subscribe to a paid plan to get the most out of Powtoon—like creating videos longer than three minutes, downloading them as MP4 files, and white-labeling your presentations—but doing so won't break the bank. Plus, you'll unlock tons of templates complete with animations and soundtracks.
One of my favorite Powtoon features is the ability to orient your video: you can choose horizontal orientation (like a normal presentation) or opt for vertical (for mobile) or square (for social media). When your presentation is ready, you can publish straight to YouTube, Wistia, Facebook Ads, and any number of other locations.
The best presentation app for collaborating with your team
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![customer presentation tools Pitch, our pick for the best presentation software for collaborating with your team](https://images.ctfassets.net/lzny33ho1g45/5gBCvtBjoJfq5WGGXG9iyF/0c167f46d0b6494d8bc3899ae907cb8e/image5.jpg?w=1400)
Pitch pros:
Google levels of collaboration
Assign slides to specific team members
Excellent generative AI feature
Pitch cons:
User interface is a little different than you're used to
Need to collaborate on presentations with your team? Pitch is a Google Slides alternative that gets the job done. As far as decks go, Pitch includes all the beautifully-designed templates, customizability, and ease of use you expect from a top-notch presentation tool. But the app really shines when you add your team.
The right-hand sidebar is all about project management and collaboration: you can set and update the status of your deck, assign entire presentations or individual slides to team members, plus comment or add notes. Save custom templates to make future presentations even easier and faster.
You can also invite collaborators from outside your company to work with you on individual decks. And if you opt for a paid plan, Pitch introduces workspace roles, shared private folders, and version history.
Pitch also offers one of the most impressive generative AI features on this list. It still struggles to pull in relevant images, but I found the AI-generated written content and design to be top-notch.
The best presentation app for conversational AI
.css-yjptlz-link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentcolor;outline:1px solid transparent;}.css-yjptlz-link[data-color='ocean']{color:#3d4592;}.css-yjptlz-link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-link[data-color='white']{color:#fffdf9;}.css-yjptlz-link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-link[data-color='primary']{color:#3d4592;}.css-yjptlz-link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-link[data-weight='normal']{font-weight:400;}.css-yjptlz-link[data-weight='bold']{font-weight:700;} gamma (web).
Gamma pros:
Creates fully fleshed-out presentations from a prompt
Conversational chatbot-like experience
Can still manually edit the presentation
Gamma cons:
Not as much granular customization
I tested a lot of apps claiming to use AI to up your presentation game, and Gamma's conversational AI features were head and shoulders above the crowd.
Simply give the app a topic—or upload an outline, notes, or any other document or article—approve the outline, and pick a theme. The app will take it from there and create a fully fleshed-out presentation. It's far from perfect, but Gamma produces a very useful jumping-off point. (Last year, it was by far the best, but this year, other apps are catching up.)
Here's the key: Gamma is much more geared toward the iterative, chatbot experience familiar to ChatGPT users. Click on the Edit with AI button at the top of the right-hand menu to open the chat, and you'll see suggested prompts—or you can type in your own requests for how Gamma should alter the presentation.
Once you've done all you can with prompts, simply close the chat box to manually add the finishing touches. While you do sacrifice some granular customizability in exchange for the AI features, you can still choose your visual theme, change slide layouts, format text, and add any images, videos, or even app and web content.
The best presentation app for audience engagement
.css-yjptlz-link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentcolor;outline:1px solid transparent;}.css-yjptlz-link[data-color='ocean']{color:#3d4592;}.css-yjptlz-link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-link[data-color='white']{color:#fffdf9;}.css-yjptlz-link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-link[data-color='primary']{color:#3d4592;}.css-yjptlz-link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-link[data-weight='normal']{font-weight:400;}.css-yjptlz-link[data-weight='bold']{font-weight:700;} mentimeter (web).
![customer presentation tools Mentimeter, our pick for the best presentation software for audience engagement](https://images.ctfassets.net/lzny33ho1g45/1zeW3zXj36Zbvj1f3UinAq/1c86b1bc833f1a9a6de0b5fe0ebbad92/image6.png?w=1400)
Mentimeter pros:
Tons of audience engagement features
Simple for participants to interact
Mentimeter cons:
Less granular customizability
Bit of a learning curve
If you need to engage with an audience during your presentation, Mentimeter makes that easy. The app is designed around interactive elements like quizzes, surveys, Q&As, sliders, and more (even a Miro whiteboard!).
Each of these is included in a number of different, professional-looking templates, so you can build a fully interactive presentation super quickly.
When it's time to present, your audience members can scan the QR code with their phone cameras or type in the URL and access code to participate. There's one code per presentation (so they won't have to do this on every slide), which gives access to each slide as you move through the presentation.
There are two main drawbacks to this one, though. First, there's a bit of a learning curve and less familiar editing interface (but I found it pretty easy to learn with some practice). The other drawback is that you can't get as granular with the visual customization as you can with many other presentation tools.
The best presentation app for generative AI
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![customer presentation tools Tome, our pick for the best presentation software for generative AI](https://images.ctfassets.net/lzny33ho1g45/7ytrut5727BNykz8fGNAoL/34d2f16c794fe80a0ab76aa51dd78eb9/image8.png?w=1400)
Top-tier generative AI features
Simple, customizable templates
Intuitive doc-style editor
There's definitely a learning curve
Tome is one of the new additions to this list that I'm most excited about. If you're looking for generative AI that just genuinely works , it's definitely worth a look. The editor is a bit more stripped down than most presentation apps but intuitive nonetheless—it's almost a cross between your standard deck editor and a Notion-style doc.
To generate an AI deck, click Generate with AI in the top right, and either write your own prompt or choose from the example prompts that cover a handful of common use cases, like sales enablement and company pitches. Edit or approve the suggested outline, then generate the full presentation.
From there, you can edit each slide as a doc via the right-hand menu—without limits on how much information you can include. During the presentation, you simply size down any slides that take up more than the standard amount of space. It's super simple but somehow feels revolutionary in a presentation app.
What about the old standbys?
You might notice a few major presentation players aren't on this list, including OGs Microsoft PowerPoint, Apple Keynote, and Google Slides. These apps are perfectly adequate for creating basic presentations, and they're free if you have a Windows or Mac device or a Google account.
I didn't include them on the list because the presentation space has really developed in the last several years, and after testing them out, I found these behemoths haven't kept pace. If they weren't made by Microsoft/Apple/Google, I might not even be mentioning them. They're pretty basic tools, they're behind the curve when it comes to templates (both quantity and design), and they don't offer any uniquely valuable features like robust team collaboration, branding controls, video, and so on.
In any case, if you're reading this, you're probably looking for an alternative that allows you to move away from one of the big 3, and as the presentation platforms featured above show, there's a ton to gain—in terms of features, usability, and more—when you do.
What about PowerPoint and Google Slides add-ons?
While I focused my testing on tools with full feature-sets—those that can serve as your sole presentation tool—there are a ton of add-on tools you can use atop big name tools like PowerPoint and Google Slides.
Related reading:
This post was originally published in October 2014 and has since been updated with contributions from Danny Schreiber, Matthew Guay, Andrew Kunesh, and Krystina Martinez. The most recent update was in April 2024.
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![customer presentation tools Kiera Abbamonte picture](https://www.gravatar.com/avatar/21d53750c590cc9b995e3de849fdd975?d=https://res.cloudinary.com/zapier-media/image/upload/f_auto/q_auto/Zapier%20logos/120px_2x_dt6fwm.png)
Kiera Abbamonte
Kiera’s a content writer who helps SaaS and eCommerce companies connect with customers and reach new audiences. Located in Boston, MA, she loves cinnamon coffee and a good baseball game. Catch up with her on Twitter @Kieraabbamonte.
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The 19 Best Customer Service Tools for Every Support Team
Customer support has become a multifaceted discipline.
Not only are support professionals tasked with interacting directly with customers, they’re also creating self-service content, sending out large-scale communications, and helping customers connect with one another to create peer-to-peer knowledge sharing communities.
Managing all those different responsibilities is made much easier and more efficient with access to the right tools and resources. But with all the possibilities, it can be hard to know where to start when searching for your support stack.
To help make things a little easier, we’ve put together a list of 19 customer service tools to help you create the best support experience possible. Whether you’re just starting out or are a seasoned pro, there’s something on this list that can help improve your performance.
What are the different types of customer service tools?
Before we dive into the list, let’s take a quick look at the types of tools that customer support teams tend to use on a regular basis.
Ticketing system/help desk software
Ticketing systems or help desks are software platforms used by support teams to communicate with customers and track incoming requests. They typically bring multiple channels into one shared inbox that can be accessed by the entire team.
The following channels are often managed through a single help desk, though standalone products for specific channels also exist:
Email — Good for non-urgent issues or for requests that may require follow-up.
Phone — Great for issues that need to be handled in real time or for requests that are delicate and can benefit from a more personalized interaction.
Live chat — Lends itself to issues that can be resolved quickly without a lot of back and forth.
Social media — Some help desk software supports the management of customer requests placed on platforms such as Facebook, Instagram, and X. Stand-alone social media support platforms will also offer the ability to manage and schedule content.
Knowledge base
A knowledge base is a collection of useful information — documentation, how-tos, answers to FAQs, etc. — that make it easy for people to find answers to their problems without needing to ask for help.
Companies use knowledge bases both internally and externally, and knowledge base software is often included as part of a help desk, but dedicated tools exist as well.
Community forums
Great for companies with an avid online fan base, community forums give customers a place to chat. Beyond general discussion, forums offer the opportunity for customers to crowdsource answers to any issues they may be experiencing.
Incident management
When outages occur, it’s important to find a way to provide regular status updates to your customers. Incident management software provides features like an online portal where people can check the status of your services and get up-to-date info when an issue has occurred.
Video and image capture software
While most operating systems come with a native way to capture screenshots or create a screen recording, dedicated software comes with features that make your images and videos easier to share, store, and track.
Video hosting
Though text-based help articles are great, adding video to your knowledge base can make your content more accessible. Since videos can take up a lot of storage space, you will need to pick a hosting platform. This can be something free, like YouTube, or teams may choose a paid platform that comes with extra features like analytics and editing capabilities.
Bug reporting
When customers write in with an issue that turns out to be a software bug, you’ll need to have a way to escalate them to the correct team for review and resolution. Most development teams will have their own tracking system in place, so you’ll just need to make sure that members of your support team have access to the software. You may also want to investigate whether your development team’s tool can integrate with your help desk.
Presentation tools
To make sure that the customer voice is never lost in the shuffle, it’s important for support teams to give regular cross-company updates. This process is made easier with good presentation software that will allow you to create well-designed decks quickly.
Video conferencing
Whether you’re walking a customer through your product’s onboarding process or hopping on a call with teammates to troubleshoot a bug, video conferencing software is a must for customer service teams. Look for software that provides the ability to screen share, and record meetings for those who can’t attend.
The 19 best customer service tools for every support team
Ready to get started? Here are 19 tools that are guaranteed to help your team deliver amazing customer support.
HubSpot Service Hub
Salesforce Service Cloud
Sprout Social
KnowledgeOwl
Bettermode (formerly Tribe)
Zight (formerly CloudApp)
Google Workspace
1. Help Scout
Best customer service tool for growing businesses.
Since customer support is a multifaceted discipline, it’s helpful to have a multifaceted tool. Help Scout gives you access to a shared inbox , knowledge base software , live chat , and more. It’s a complete customer service platform designed to create delight and increase customer satisfaction.
Collaboratively respond to customer requests across popular channels like email, chat, and social media. You can use saved replies to save your team time when responding to common questions and automate busywork by creating custom workflows . Help Scout’s inbox also surfaces important customer information in the conversation sidebar, ensuring that the support you provide to customers is both personalized and contextual.
![customer presentation tools Inbox-ListView-Blog-MediaLibrary](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2F2qj3r496RmqJUBSTt2yQ5H%2Fdc7f3b9519a8f849dd7bddeb72b47810%2FInbox-ListView-Blog-MediaLibrary.png?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=1323&h=745&s=27b8cf811d286d01d132b378555b1e62)
Since customer service shouldn’t just be reactive, take proactive action using Help Scout’s messaging features. You can send microsurveys to collect customer feedback or reach out to a segment of your customer base to announce a feature release. You can also use Docs , Help Scout’s knowledge base tool, to create a customized help center so that customers can help themselves before reaching out to your team.
Robust reporting gives insight into the areas where you’re excelling — and where you have room for improvement — all adding up to a better overall agent and customer experience.
Lastly, Help Scout’s AI tools improve the support experience for both customers and your team. Easily catch up on long email threads with AI summarize , and use AI assist to polish your text before sending customer replies or publishing knowledge base articles.
![customer presentation tools Inbox-AIDrafts-Blog-MediaLibrary](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2F4i8q7fVtqg94zHVoi6DfhC%2F5f0929a484d6174f7f7797d7e327abc3%2FInbox-AIDrafts-Blog-MediaLibrary.png?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=1323&h=745&s=0b212bc46145002527aa1e05b23ff54f)
AI drafts can create a reply to incoming emails based on data like previous conversations or Docs articles. Just review, edit, and hit send.
Price : Free trial available. Plans start at $22/user per month.
Try the customer support platform your team and customers will love
Teams using Help Scout are set up in minutes, twice as productive, and save up to 80% in annual support costs. Start a free trial to see what it can do for you.
![customer presentation tools Try the customer support platform your team and customers will love](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2F6VLxg7wKiBu20KXoF3d0pm%2F3ee54e33fad37bd15ba263ff17b6ff28%2Fplatform-cta.png?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=505&h=336&s=ea27b3613dee6d541fad6fdc0bd50209)
2. LiveAgent
Best customer service tool for live chat.
![customer presentation tools screenshot of liveagent's customer service software](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2F2N3i94hUKGI3FN8cAjzarS%2F22f6554964bba659da2c755cd499c543%2Fliveagent.png?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=720&h=425&s=0e155775d49e3ac865bef2c87489578d)
As their name suggests, LiveAgent started out with a focus on live support channels — primarily chat. Over the years they’ve developed more tools, creating a multi-channel customer support product.
They have an omnichannel inbox where you can see customer conversations from a plethora of channels. If you take a high volume of calls, you’re able to set up an IVR system. They also offer a number of reporting options to better understand team performance and some automations and integrations to improve productivity.
One thing to note is that many of the features mentioned above aren’t available on their more basic plans. For instance, the platform’s small business plan does not provide any reporting capabilities, which could be a deal breaker for some.
Price : Free trial and plan available. Paid plans start at $9/agent per month.
3. HubSpot Service Hub
Best free customer service tool.
![customer presentation tools Product Screenshot: HubSpot Service Hub](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2F1VmAAZMP5Yuk9O3NOoT0IH%2F5f377fe0851e11bb957fc73d9badbd32%2Fhubspot_service_hub.jpg?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=1323&h=694&s=42b0aad0dcda71db25e90ba060924622)
HubSpot is well known in marketing and sales circles for its customer relationship management (CRM) platform and marketing tools. In the last few years, they’ve expanded their offering to include customer service software called HubSpot Service Hub.
Service Hub includes a number of basic customer support tools like a shared inbox, a knowledge base builder, and live chat software. You also get access to some collaboration tools like internal notes and some basic automation capabilities.
It’s most powerful if you’re using other HubSpot products, as it integrates seamlessly with the rest of their software offerings.
Price : Free plan available. Paid plans start at $15/seat per month.
Best customer service tool for enterprise companies that provide phone support.
![customer presentation tools zendesk](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2F2P3HHPw8EAx3jNhMUPgbvh%2F9497c0f820ef5ebaf43211df2301a23b%2Fzendesk.png?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=720&h=420&s=ab1e08cfdf21a858e442693fbf1488ad)
Zendesk’s support offering is split into two general plan types: foundational support and Zendesk suite. The foundational support plans only include a shared inbox and some basic collaboration tools, but the suite plans support additional channels like voice, live chat, and self-service.
While email and live chat support are pretty common amongst help desks, voice is often handled through a third-party tool. Zendesk Talk is built right into the agent workspace and allows a support agent to place calls directly from a ticket. The system is capable of recording calls and documenting the recordings and transcripts within the ticket for later review. Depending on the plan, teams can also utilize IVR features to route calls to specific agents or let customers request a callback.
In addition to voice support, Zendesk’s suite plans include features such as automation capabilities, productivity tools like internal notes, and even more advanced features like AI-powered chatbots. Zendesk’s functionality is quite impressive; however, given the complexity of implementation, it’s best suited for enterprise companies.
Price : Free trial available. Suite plans start at $55/agent per month.
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5. salesforce service cloud.
Best customer service tool for teams that use Salesforce.
![customer presentation tools Salesforce Service Cloud Screenshot](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2F5RBKa84LKgfKF4MGeyL4Ue%2F3021adc0ab10effa7eb0baf222809c4f%2Fsalesforce-service-cloud.png?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=720&h=445&s=2d5c0cd0fe987710b3a717d3bbe40b98)
Similar to HubSpot, Salesforce is best known for its CRM product. However, they have offered different iterations of customer support software for quite some time. Service Cloud is their current offering, and it’s an omnichannel support tool.
You’re able to handle email, phone, and chat requests all within the platform. You can also automate certain manual tasks like conversation routing via AI-powered workflows to save your team time. Lastly, if you’re using another Salesforce product, you’re able to see that information in Service Cloud and even update records directly.
Again, similar to HubSpot, the true value of Service Cloud is being able to connect with the rest of your Salesforce tools.
Price : Free trial available. Plans start at $25/user per month.
![customer presentation tools Buyer's Guide to Choosing the Right Customer Support Tool](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2F1XtOVco6UPVgRxdKvs4Ba0%2F254fe5a319c4f16b7ce667c9f29413f4%2Fchoosing-support-tools.png?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=814&h=458&s=e0a8ad23e101edf590302a6d7dc6e2d9)
Buyer's Guide to Choosing the Right Customer Support Tool
6. sprout social.
Best dedicated social media customer service tool.
![customer presentation tools Product Screenshot: Sprout Social](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2F4ZpXH7lA0FDotUoAy51yfN%2Ffd2d8a8033189f8536d5530423b429d4%2FWeb-Publishing-Calendar-with-Compose.png?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=1323&h=806&s=5e7de1fea1f23b479d8f5a1e0997791e)
Some companies have a decent amount of support requests coming through social media channels. If that’s you, then a dedicated social media tool might make sense.
With Sprout Social, you can manage customer requests from all your social channels — Facebook, X, Instagram, LinkedIn, and TikTok — in one place. In addition to its conversation management capabilities, Sprout also allows you to create a content calendar where you can schedule social media posts in advance and has reporting tools to help you track content performance.
Though content creation isn’t usually a job for customer service teams, having the ability to handle both publishing and customer engagement from one platform can be really helpful if your business splits social media duties between marketing and support.
Price : Free trial available. Plans start at $199/seat per month.
![customer presentation tools Managing Social Media Customer Service: Strategies and Tips](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2F4WAVLWYWnt90aUylnZZ19e%2F91746836f318be36a2da453cefdefefb%2Fsocial-media-customer-service.png?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=814&h=456&s=6555e99f4337dabf036176ff7b16c0c0)
Managing Social Media Customer Service: Strategies and Tips
7. knowledgeowl.
Best customer service tool for teams that need a standalone knowledge base.
![customer presentation tools Product Screenshot: KnowledgeOwl Help Center](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2FWNOjaGlAqjRJ4yNVU3zd6%2F19cc59e625a6681a2177572042046e1a%2Fknowledgeowl-kb-screenshot.png?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=1323&h=768&s=6d3b1aac429164c8b637129b430edc05)
If your company only needs a knowledge base, then a standalone tool like KnowledgeOwl could be a helpful addition to your tech stack. The platform lets teams create customizable knowledge bases with the help of a WYSIWYG editor.
The tool is equipped with user roles and permissions, making it appropriate for internal or external use. For those interested in proactive support, you can allow users access to articles throughout your website or application using the software’s contextual help widget. The widget also includes a contact form for moments when your customers require additional help.
A few other notable features of KnowledgeOwl are its versioning, export, and file hosting abilities. These features are often missing from knowledge base software included with help desks, or if they are available, they come at a premium cost.
Price : Free trial available. Plans start at $100 per month.
![customer presentation tools How to Create and Organize a Knowledge Base](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2FTiy6D51upOJkis8Wm7u8u%2Fc00884c29231ae104da223938c85e42c%2FCreating-a-Knowledge-Base.png?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=814&h=456&s=f164c24c527856115d1bded770abef09)
How to Create and Organize a Knowledge Base
8. bettermode (formerly tribe).
Best customer service tool for building an online community.
![customer presentation tools Product Screenshot: Bettermode (formerly Tribe)](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2F4pVI64qCcUJIGvU0HTQR9g%2F686cb812f1493d2694470da82a0d7a6a%2Fbettermode-community-screenshot.jpg?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=1323&h=797&s=c6573f1936857eb6ccedb88bb7ef84a2)
Bettermode is a tool that helps you empower peer-to-peer knowledge sharing by creating your very own online community. Basically, you’re creating a message board of sorts where customers can post and respond to each other’s inquiries.
As anyone working in support knows, there are certain customers who are almost as well-versed in your product as you are, making them an incredible resource. With a tool like Bettermode, customers get access to that resource, giving them another avenue to get assistance when they need it most.
Beyond its forum capabilities, Bettermode also supports private messaging and offers the ability to publish long-form content such as blog posts.
Price : Free plan available. Paid plans start at $19 per month.
9. Forumbee
Best customer service tool for teams focused on self-service.
![customer presentation tools Product Screenshot: Forumbee](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2F7xJUrvT4X6tL4TZeWlLXov%2F26b056be7064b8e8def790275a1ce26b%2Fforumbee-dashboard.jpeg?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=1244&h=760&s=092762da4a1ba70e65a2dd512a851932)
If your company’s support strategy is centered around self-service, ForumBee is an interesting tool to look into. The platform offers both community forums and knowledge base capabilities, giving your customers the opportunity to quickly access important information on their own while still offering a space for direct communication with your company and other customers.
The software comes with event calendars, user profiles, private messaging, integrations, and reporting dashboards to help you monitor user engagement.
Given that Forumbee supports both public and private implementations of their product, the platform could also be an ideal choice for creating an internal knowledge base and community for employees.
Price : Free trial available. Plans start at $250 per month.
10. Statuspage
Best customer service tool for incident communication.
Sometimes there’s a large-scale issue that requires quick communication to a lot of customers. With StatusPage, you’re able to update your status easily and efficiently.
You can provide updates on your product as a whole or by individual feature. Customers can also see what your average uptime is, as well as see past incidents to further improve confidence in your team and product.
Price : Free plan available. Paid plans start at $29 per month.
Some customers seeing error messages and unable to use Help Scout.
Some customers are seeing intermittent error messages throughout their accounts. We’re aware of the issue and are working on it urgently.
Incoming messages are being safely received and stored, but they won’t show in your account until the problem is resolved. We recommend not sending any outgoing messages at the moment.
We’re really sorry to be holding you up today! Please know our engineering and operations teams are working hard to get everything up and running, and we will update you right here in 15 minutes with the latest information.
11. Zight (formerly CloudApp)
Best customer service tool for capturing screenshots and screencasts.
Including images in a response can bring an additional level of clarity that words alone often can’t. A tool like Zight allows you to take high-quality screenshots and screencasts to provide that additional context to your customers.
You’re also able to mark up screenshots with text and images to provide further clarity. Each image or video generates a link, meaning you no longer have to upload files to customer conversations, making the whole process that much faster.
They also have an easy-to-use GIF maker to create short loop videos for instances when you need more than a picture.
Price : Free trial and plan available. Paid team plans start at $8/user per month.
Best customer service tool for video walkthroughs.
With Loom, you can create videos that are embedded into other screens to provide crystal-clear support for complex issues. You can navigate around the screen during the video, which makes it easy to point out exactly where a customer may need to look to solve a problem.
A link is created for each video, which makes sharing quick and painless. You can also see when and how much of your video someone has viewed, both of which can be useful in a support interaction.
Price : Free trial and plan available. Paid plans start at $12.50/creator per month.
Best customer service tool for adding video to your knowledge base.
You can think of Wistia as a supercharged YouTube but with some specific benefits for support . Many businesses — ourselves included — use Wistia to add video content to knowledge base articles . It’s great because, similar to Loom, you’re able to get analytics like total views and length of time someone watched a video.
Those insights can tip you off to how effective your content is. You’re also able to add chapters to let viewers easily navigate to the parts of your video most relevant to them, saving them time and energy, all while delivering the information they need most.
Price : Free trial and plan available. Paid plans start at $19 per month.
Best internal customer service tool.
![customer presentation tools Product Screenshot: Slack](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2F3xhBkeK5zydNygqQVc0Td%2F5808c6b738ed3182ed0f8acfbccd8b11%2FSlack-Client-Browser-en-GB-2288x1688__1_.jpg?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=1323&h=976&s=314a8037205df95f3c89e534867dda6e)
As remote work and distributed teams have become more common, so has the need for a tool that allows asynchronous communication. The tool of choice for many companies is Slack.
With Slack, you’re able to exchange messages one-on-one or in group channels that people choose to join. It’s a great way to cut down on the number of emails you send and receive. Outside of general communication, Slack is a great place for companies to manage IT and other internal support requests.
Beyond internal communication, many support platforms like Help Scout integrate with Slack . Slack channels can receive notifications when a conversation is created, updated, replied to, or closed. This can be especially helpful for smaller teams where folks outside of customer support may need visibility into customer queries.
Price : Free plan available. Paid plans start at $7.25/user per month.
![customer presentation tools The 6 Best Remote Collaboration Tools for Customer Service Teams](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2F1Cw33VAY3g04EMrcTaui9p%2F060a7ac08a978929a2910e96853dfc0f%2Fc-team-remote-collaboration.png?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=814&h=456&s=b09215db566bcf77930cb71e893a430a)
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Best customer service tool for creating an internal knowledge base.
![customer presentation tools Product Screenshot: Slab](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2FuJDtUVFDO9lQLcTHq3icy%2F8502a3dd87fe49612758f23d3d60fbef%2F2-organize.png?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=1323&h=827&s=6f5847325508dd9038edc0f8c4e7a4f2)
We know how powerful a good knowledge base can be for customers, so why not create something similar for internal use? Slab is a tool designed to help companies centralize their knowledge.
It’s great for information like org charts, employee handbooks, and general contact information. Teams can also store notes from meetings, record operating procedures, and even use it as a project management tool. Slab lets you create checklists and assign tasks to project collaborators, and it allows teams to work on the same document simultaneously.
Slab’s pricing is quite reasonable compared to other internal knowledge base solutions. They offer a free plan for up to 10 users, which, despite being limited in features, still might be a good choice for smaller teams.
Price : Free plan available. Paid plans start at $6.67/user per month.
Best customer service tool for video conferencing.
Though asynchronous communication has its upsides, some conversations need to happen in real time, and Zoom is a great tool for those occasions. You can do voice-only or video calls, and Zoom works equally well for one-on-one and group chats.
We like to use Zoom for one-on-ones and team meetings. We also use it for company meetings and webinars since lots of people can dial into a call without degrading the quality. Further, you can record meetings, so if someone can’t attend live, they’re able to get caught up on their own time.
Price : Free plan available. Paid plans start at $13.32/user per month.
Best customer service tool for presentations.
You can think of Pitch as a super-charged, web-based version of PowerPoint. With Pitch you can create beautiful presentations or proposals to effectively communicate your ideas.
However, the real differentiators are their collaboration features like comments, reactions, and even the ability to do live meetings in the tool to edit together in real time. We tend to use Pitch to present project ideas or give performance updates.
Price : Free plan available. Paid plans start at $25 per month.
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How To Make the Most of Your Customer Support Data
Best customer service tool for bug reporting.
![customer presentation tools Product Screenshot: Jira Bug Tracking](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2F5A2BL77L8IySv2BTJHAgRA%2F1751d5e875573e6ca03735a51d659bc8%2Fjira_bug_tracking.png?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=1323&h=753&s=20566139bc641ddec1e1ed5e2c4467e0)
Though you could report bugs in any number of places, having a dedicated tool helps keep track of them to reduce duplicate work and keep everyone in the loop. Jira is the tool we — and many other teams — use to do that.
You’re able to group incidents, update the status of a bug, and even ping people directly if you need a response quickly. Jira has a lot of additional functionality beyond just bug reporting, but it’s the most common use for support teams.
Another good reason to use Jira for bug tracking is that it integrates with many other popular support tools, including Help Scout. When you integrate Jira with your help desk, you’re able to link customer conversations to any Jira issue. This makes it easier to keep customers informed as your team works to resolve their problems.
Price : Free trial and plan available. Paid plans start at $8.15/user per month.
![customer presentation tools 5 Steps Support Teams Can Take To Get Product Bugs Fixed](https://hs-marketing-contentful.imgix.net/https%3A%2F%2Fimages.ctfassets.net%2Fp15sglj92v6o%2F1miY9fOZxKBbWxlnx6oLCN%2Fca2b36fb2b0ef28b42cf1299d343cde3%2Ffixing-product-bugs.jpg?ixlib=gatsbySourceUrl-2.1.3&auto=format%2C%20compress&q=75&w=814&h=456&s=a4b87dd981383c5bd5fac1e304d1a6ba)
5 Steps Support Teams Can Take To Get Product Bugs Fixed
19. google workspace.
Best customer service tool for team collaboration.
A handful of the tools on this list — Zoom, Pitch, and Slack — are basically paid versions of Google tools. They do have additional functionality and are more robust in general, but if you’re a new team or more budget-conscious, Google’s suite of tools can work in place of some of the tools we mentioned.
You can create an internal knowledge base of sorts using Google Docs. If you need to chat in real time, Google Chat or Google Meet are options. Google Slides lets you create PowerPoint-style presentations, and Google Sheets is great for spreadsheets.
Price : Free trial available. Plans start at $7.20/user per month.
Foundations of Great Service
Discover the tools and techniques used by high-performing customer service organizations in our free, six-part video course.
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Choosing the best customer support tools for your business
Customer service is a tough job, but it’s made easier with access to the right tools and resources. Be sure to audit your needs regularly, and fill the gaps when necessary with some of the helpful tools above. When you do, everyone involved will be set up for success.
Like what you see? Share with a friend.
Jesse short.
After spending a few years working as a support agent, Jesse made the switch to writing full-time. He is a Help Scout alum, where he worked to help improve the agent and customer experience.
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Table of Content
How to deliver a successful client presentation.
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Table of Contents
Our compass for how to constantly deliver value to customers is none other than the desired outcome . In more practical terms, our client presentations are the first step in navigating our client towards the road to success.
This is one of your most important assets you will have as a CSM . A structured, well-built presentation for any customer lifecycle stage is the enabler of showcasing clear value to your customers.
In this article, I share best practices and tips on how to build killer client presentations for any stage in the customer lifecycle.
{{cta-gong}}
Build a Client Presentation Checklist
When I build a presentation, I always make sure to go over the following items — to guarantee that its content is complete and comprehensive.
- Know your audience & stakeholders - This is one of the most important things to keep in mind when building a presentation. Effective presentations can’t be built without knowing which people will be in the room, and who the ultimate decision-makers are. Mapping out the people attending the meeting — both on the clients’ side and on the vendor side clarifies your understanding of the material you should include. This should cover important subject matters for the stakeholders so that you can captivate your customers with a clear and powerful presentation.
- Identify the presentation goal - Every presentation will serve a different purpose within the customer lifecycle, so identifying your presentation’s goal is imperative to its successful delivery. For example, a kickoff meeting’s main goal could be to “showcase the first perception of value”. A QBR/EBR goal, however, would be to “showcase milestones & goals achieved using your product”, and so on. Pinpointing your presentation’s main goal lets you dig deeper into the details and key items that will fulfill the presentation’s goal in the clearest and most impactful way.
- Identifying the Key Items - These items will be included in the presentation’s agenda. Same as the presentation, the purpose of your chosen key items is to exhibit your product’s added value and help you achieve the presentation goal. Let’s say you are building your product’s basic training presentation with the goal to teach the customers how to use its basic features. The key items in the presentation would then include those exact features; their added value per use case, which you can even show using your customer’s real data or dashboard. This conclusive list of key presentation items facilitates the next step: building your presentation template and slowly compiling its parts. You can now start connecting the dots that create an impressive narrative; delivering a clear message whose value permeates each presentation slide. Each slide should tell a brief story (in a few words alone) that helps your value proposition resonate among your audience by the meeting conclusion. The more value your customers derive from each presentation or meeting, the stronger the CSM-to-customer relationship becomes. Ultimately, you’ll be considered a key part of their success: the strategic advisor within your company.
Build your story
You’ve now mapped out your audience, with a clear definition of the meeting goal and your presentation’s key items. The last step is to design a presentation sequence and flow that will maintain audience interest during the meeting, each slide telling its own story.
By the time you’ve finished presenting, you’ll have achieved the presentation’s goal and by presenting valuable insights to your customers that will keep them eagerly waiting for your next presentation and the information you’ll provide.
Create client presentation templates
![customer presentation tools customer presentation tools](https://cdn.prod.website-files.com/60ddc4b316b4b16459c8e792/61a4cf7b9f4fd518b8c944e0_KO%20Template%20-%20EverAfter%20%5Bfor%20download%5D.jpg)
Presentation templates are a key part of scaling your customer success capabilities. Templates are more than a time-saver: they also allow you to focus more on improving presentation deliverables, based on your customers’ feedback, industry, and feature preference.
Some templates vary according to product needs (for example, product training & setup). However, for kickoff meetings, ongoing meetings, and QBR/EBRs, I maintain the same structure and tailor it according to customer background and the product at hand.
Here are some templates you can use:
Kickoff Meeting
![customer presentation tools customer presentation tools](https://cdn.prod.website-files.com/60ddc4b316b4b16459c8e792/61a4cc0f780bfcd62ce5cfaa_KO%20Template%20-%20EverAfter.jpg)
This is one of the customer lifecycle’s most important stages; where your customers see your product differentiation and value.
Here you will present the project scope and timeline, and work with your customer to identify their desired outcome and success plan.
- Agenda - Always have an agenda in place, preferably share this agenda the moment you send the calendar invite
- Your Team - Who will be the key stakeholders within your company (CSM, support, sales, etc.)? Make sure to add the contact details and explain the best communication method for each stakeholder
- About Your Compan - This part of the presentation is your opportunity to ask key questions to your customer in order to better understand their expectations, objectives, and desired outcome
- Onboarding Overview - In this section, you will present your onboarding plan to the customer, make sure you give important context on what does each stage mean and what will they achieve as they progress, and how much more value they will get from your product once they have been fully onboarded
- Key Opportunities - If you did your due diligence, you might have a few examples of how your product can add immediate value to your customer. The best approach is to present use-cases that have a direct impact on your customer’s business outcomes
- Q&A - Leave a few minutes to answer any questions they have about the product/onboarding/anything else
- "Next Steps" - Momentum is key, so make sure the next steps are clear action items that will get your customer closer to the next milestone
Ongoing Meeting
![customer presentation tools customer presentation tools](https://cdn.prod.website-files.com/60ddc4b316b4b16459c8e792/61a4cfbc7c114f541cfebd92_Ongoing%20Meeting%20Template%20-%20EverAfter%20%5Bfor%20download%5D.jpg)
Now that you’ve completed customer onboarding , your focus shifts towards the desired outcome and executing the defined action items within the success plan.
Depending on the client, you may want to have this type of meeting on a bi-weekly/monthly basis.
- Open Items - This is intended for a status update for any open items related to your customer, show that you’re on top of things and that you’ll make sure these items are completed
- Account Review - What progress has been made so far? Are we getting closer to important milestones? This is in context to the desired outcome and success plan
- Opportunities - Are we using the product to its full potential or are there any available features that can help us get closer to the desired outcome.
- Key Takeaways - This slide can be used to share your key recommendations and also emphasize key achievements, this will further position you as a strategic consultant to your customer. The key achievements can be anything that gets the customer closer to their desired outcome and closer to achieving the main objectives in their success plan.
![customer presentation tools customer presentation tools](https://cdn.prod.website-files.com/60ddc4b316b4b16459c8e792/61a4d17641077d58bc9bb8ae_QBR_EBR%20Meeting%20Template%20-%20EverAfter%20%5Bfor%20download%5D.jpg)
- Executive Overview - The executive overview gives a quick picture and clear report of what has been achieved since the past QBR/EBR, so the rest of the presentation should tell the story of each individual achievement. In a few words, underscore the work set in place that led us to successful results.
- Account Review - If the executive overview includes all of the achievements, this is where you can tell the story of how you obtained them and what the progress looked like.
- Engagement Heat Map - I personally like this one since it’s your opportunity to showcase your added value as an account CSM; emphasize how working together helped the customer reach their objectives. The idea is to account not only for the product’s added value, but for our knowledge and expertise as well.
- Your Success Plan (Milestones) - This is probably the most important presentation slide. There’s no clearer way of proving value than by fulfilling your customer’s expectations and objectives. This is why defining your success plan with your customer is crucial, so that you’re both aligned on the plan’s key objectives, goals, milestones, etc.
- “Looking Ahead” - This slide focuses on future plans: planning for the next Q and opportunities available for exploration. If there’s a renewal coming up, this is also the perfect time to discuss it and discuss their point of view. Don’t forget to update the success plan accordingly.
{{cta-qbr}}
Killer client presentations spell out added value
At the end of the day, like everything else in life, the more you practice, the better you’ll be. Building and delivering successful client presentations is all about that. Once you’ve found your secret sauce for delivering value through your presentations — take it up a notch and see how you can improve every deliverable.
Work closely with your customers, making sure you understand their challenges, objectives, and business goals. This empowers you to continuously provide added value to your customers and help them achieve their desired outcome.
Enrique Roth
Enrique has spent 7+ years in CS, account management and sales roles. Enrique is a staunch advocate of the value CSMs bring to organizations, and dedicates his content to sharing inspirational knowledge and experience with budding CSMs.
Leverage EverAfter to create a self-serve hub for your low-ARR customers - Just like Gong!
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How to create a presentation for customers
Team Unusual
Customer discovery.
A former SaaS marketing and sales leader from Okta, Citrix, and Microsoft shares the seven critical slides for a B2B customer presentation.
- A great presentation takes a customer through a three-chapter journey:
- The opening gambit: Cover Why Buy Anything? and Why Now? to draw prospects into the problem, open up, and enter a discussion as to their business priorities and how they’re solving the problem today.
- A new way forward: This is your company's opportunity to demonstrate thought leadership as to how to solve the problem.
- Your unique solution: Give the prospect a product demo to show how your solution works and provide evidence that it provides value as advertised.
Today’s customer meetings for enterprise look nothing like they did 10 years ago. Forrester reports that 62% of B2B buyers today will get to a vendor shortlist based solely on online research. Armed with more information and the need to sort through more vendors than ever, customers seek consultative two-way conversational meetings that start and end with their challenges rather than one-way product pitches.
In The Unusual Guide to Customer Storytelling , we discussed how to create a shared narrative that wins customers by shifting the focus from what you do to a higher standard of why you do it. One that meets a customer where they're at — their worldview, their urgent problems — and collaboratively walks them through your proposed new approach and how you uniquely solve their problem by demonstrating the most value. The following guide provides a step-by-step process for building a customer meeting presentation based on this framework.
How long should the customer presentation be?
We're going to assume conciseness is important: a 30-minute meeting, 10 of which is a demo, five minutes for intros. That leaves 15 minutes for your slides. At two minutes per slide, that’s only seven to eight slides for a first meeting! Even if you have an hour, the slides should not take longer than 20 minutes to deliver. Far better to fill the rest of the time with discovery, discussion, and concrete next steps.
Remember, form follows function. Before creating a PowerPoint or Google slides, be sure to draft an outline of your story. Once in PowerPoint, it's simply too easy to start adding slides that don’t help your argument move forward. Assuming you’ve read our North Star storytelling guide , try writing a one- to two-page story that buckets your three "why messaging" into slides. Then, create seven to eight headline points from each paragraph that form the basis of your slide headers.
Your story should then fit neatly in the speaker’s notes of the presentation. Done well, you have a key point to build each slide around and narrative detail that you can refer to as you add visuals. Assuming you’re working with other team members, be sure to collaborate on the script in Google Sheets before finalizing.
Download our outline customer deck here.
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7 recommended slides for a B2B customer presentation
Slide 0: the title slide (and 30-second elevator pitch).
The first slide is actually the title slide. It contains the least amount of information but from a delivery standpoint, is the most important to get right. It’s the slide that will probably sit on screen for those first crucial minutes. The risk is undershooting or overshooting how much is delivered. Best practice here is to script a 30-second elevator pitch that provides a ‘3 whys’ preview. Here’s an example:
"Hi, I’m Todd, the CEO at Okta, a venture-backed identity management startup helping companies accelerate their move to cloud software. As the former head of engineering at Salesforce, I saw first-hand how the world was changing from on-premises software to SaaS and how IT was becoming increasingly challenged to adopt applications like Salesforce, Office365, Box, etc. Over the next 30 minutes, we’d like to understand what initiatives your company has around SaaS and how we could partner to quickly and securely enable cloud adoption for your business."
In your intro, include who you are, a one-liner on the big problem you solve, your founder insight / credibility, an invitation to a two-way discussion, and a simple value proposition. Notice that this intro presumes that accelerating cloud adoption is important. This should have been discovered prior to the meeting as everything that follows from here will build on this core belief/assumption.
Slide 1: How the new world is challenging the old world
<old world=""> to <new world=""> has challenged <target audience=""></target></new></old>.
Goal: agreement on important shift that’s causing a big problem / need to change
Example: the shift from on-premises software to SaaS has broken IT’s ability to deliver services. — Okta
This slide is all about getting to a shared understanding of the new world. It’s context setting with some insight and thought leadership.
In general, you want heads nodding and an engaged audience. I like to start with a simple old-world / new-world contrast visual and impact statement on the target audience. In Okta’s case, a visual with on-premises servers and apps like Oracle/SAP surrounded by a perimeter with cloud apps outside. Then the impact statement is that the shift to SaaS software challenges IT to deliver services to employees.
![customer presentation tools customer presentation tools](https://cdn.prod.website-files.com/5e46eb90c58e17cafba804e9/64235c63a2438f7e1fe9937c_602ee0483d442a7e650cf837_Picture1.png)
To ensure engagement, always end the presentation of this slide with a discovery question like "How has this change impacted your world?"
Slide 2: Focus on the customer’s pain point
<target audience=""> are now struggling to <urgent pain=""></urgent></target>.
Goal: identify two to four acute, hair-on-fire Why Now? pain points
Example: “Who to wake up?” — Omnition
The second slide is best focused on naming specific, urgent pain points that should be easily understood by the customer. One of my favorites is from Omnition, an Unusual portfolio company recently acquired by Splunk. Omnition provides monitoring for modern API-driven applications. They landed on who to wake up? as their urgent Why Now? problem.
Omnition saw that customers who had application outages would mass-email their entire engineering staff to fix a problem and, of course, time was essential. Worst case, these all-hands-on-deck alerts would go out at night. So, who to wake up? is a beautifully designed urgent problem statement because it’s almost the worst-case scenario for a development team… and shows a great deal of customer empathy in its construction.
It’s good to have three to four problems on the slide in total, ideally built out in a logical flow that shows that current solutions are ineffective. So, after who to wake up? , Omnition had how to connect problem to root cause? , then which customer is impacted? , and a fourth one, where are the bottlenecks?
Even if a company knows who to wake up, they can’t pinpoint the source of the problem and they have no idea what the impact is to the customer. See how all of these are using language that a customer would use? Again, empathy, urgency, and relevance to the business. By the end of this slide, the customer should be heavily engaged and looking to you to provide a new way forward out of this mess!
![customer presentation tools customer presentation tools](https://cdn.prod.website-files.com/5e46eb90c58e17cafba804e9/64235c63a2438f108de9937d_602ee0483d442a21280cf830_Picture2.png)
As with slide one, the presentation of this slide should end with a discovery question like "Are you seeing any of these problems in your organization?" It’s worth staying on this slide the longest of any slide in the deck to invite the customer to open up about their internal priorities and challenges relative to the problems identified in this slide.
Slide 3: A new approach is needed to solve an urgent pain
<urgent pain=""></urgent>.
Goal: provide a high-level framework for how the new world should work
Example: Citrix — need to enable Mobile WorkStyles and cloud services
Before solving the problem, you need to demonstrate that you understand the essential criteria for success. Be sure to be complete as no one wants a partial solution to a problem — that’s probably what they currently have! Think of this slide as the key requirements to compete in your market. You’ll cover your unique offering in the next couple slides, so this slide is setting the table.
Here's one of the best examples of a new approach — this is part of Citrix’s presentation of its mobile/cloud story circa 2012 in its heyday. Even though the target company had a lot of products, this slide was able to simplify the framing of the new world in simple language and set of visuals that made a ton of sense to the customer. Customers want Mobile WorkStyles delivered by cloud services. They need them delivered from any cloud to any device. Then the six capabilities listed are the how that snap to a visual transition framing slide.
![customer presentation tools customer presentation tools](https://cdn.prod.website-files.com/5e46eb90c58e17cafba804e9/64235c63a2438f53c5e9937b_602ee0483d442a5b2e0cf8aa_5e6819830c6ac513b23d4730_EMkaJ60SA2dPcSKbu4vOzIS7PWb4YRNg93n1MB6PsAfFT5XO4687hbF6MJLJUxwE6ytxBTMI9xKrrBZJZs-mufrTW7lutJ0ap8ta9h8rp3GQLVIaDZTkJTLfcMa6yhiTvSA5fHQ.jpeg)
Slide 4: Introduce your company
Introducing <your company="">: <company tagline=""></company></your>.
Goal: customer should understand how your solution works at a high level
Example: Citrix product line, organized under Mobile Workstyles and Cloud Services (below)
Now you're ready to explain how your product works. For visuals, try to have a single marketecture diagram that shows all the core elements of how you solve the problem on slide two. Where possible, try to have each piece relate to each other visually.
When I worked for Citrix, we started with the products under Mobile Workstyles to explain the end user story that creates demand for the cloud story. Then, we’d walk through the "secure tunnel" between the two clouds (NetScaler), and conclude on the cloud services product portfolio as the delivery vehicle. This is a very broad product portfolio with a dozen products in it. So even complex products can be simplified with the right framework.
Finally, there will be quite a bit of discussion on this slide as prospects should be asking how each part works and how your product would work in their environment. Ideally, you’ve had a discovery call earlier and understand their environment, but if not, know that a prospect will want to quickly move from how you view your offering to how they would use the product in their environment.
![customer presentation tools customer presentation tools](https://cdn.prod.website-files.com/5e46eb90c58e17cafba804e9/64235c63a2438ff9b0e99381_602ee0483d442a03590cf8ac_5e6819830c6ac553053d4731_z7Z-EHZ-aJx4Cj7SyuGEdQi4Eqw2Fd19GRpi-aqePZoR72fx2N2bsJtX-md3pi_3EA5m6d-EGiIQsGVAsrH3LWRjZ5WPTJ2v7m-BLMt5uY5_K_hq2Gs4mzWyfBgLeOMbDyrz9Qo.jpeg)
Done well, this is a great jumping off point for your demo.
Slide 5: Case study or evidence of success
Goal: prove value and demonstrate that your solution is the best choice among the competition
Example: Okta Adobe case study — progressive CIO, adopt 200 SaaS apps in six weeks, embedded Okta in Adobe Creative Cloud
Assuming you have at least one referenceable customer, this is where you want to start proving that you are the best choice. The best cases are those where the buyer shares the same worldview as you do.
For the first five years of its existence, Okta’s marquee customer case study was Adobe. The CIO, Gerri Martin-Flickinger, was a progressive CIO who saw a huge opportunity to shift the perception of IT from the team that says "no" to new technology to the team that says "yes" to empowering their business units.
She was able to roll out Office365 (the No. 1 SaaS app) and 200 other applications to 20,000 employees in just a few weeks — the most successful IT project in company history. Also, Adobe as a business was making the transition from sending customers CDs to becoming its own cloud SaaS application and embedded Okta into its Creative Cloud suite. This provided us with a lot of thought leadership storytelling as we could demonstrate how partnering with Okta was a great choice in the near-term to "modernize IT" as well a good strategic long-term bet to "transform the customer experience."
Gerri became the hero of the story. Everyone wants to be the hero.
Slide 6: How
How <your company=""> stacks up to the competition</your>.
![customer presentation tools customer presentation tools](https://cdn.prod.website-files.com/5e46eb90c58e17cafba804e9/64235c63a2438f83cde99382_602ee0483d442a01520cf82f_Picture6.png)
Example: side-by-side comparison chart of your company’s primary competitor or competitive "staircase" that shows your differentiators by de-positioning other technologies as legacy or out of touch with where the world is going.
By now, your prospect likes what you have to offer but is considering his or her alternatives. Having a simple side-by-side comparison chart that lists the key competitive dimensions and how your solution checks off more of the boxes is one popular approach. Another is to have a slide that shows how the industry has evolved over the years and that you’re now leading customers into the where the world is heading. Here’s a recent one for Okta that shows the three "stages" of identity maturity, which can then be used to deposition various IAM competitors.
![customer presentation tools customer presentation tools](https://cdn.prod.website-files.com/5e46eb90c58e17cafba804e9/64235c63a2438f813fe9937e_602ee0483d442a3e7b0cf834_Picture7.png)
Ideally, you’ve handled most of the questions on what makes you unique earlier in the presentation (eg, your approach and solution on slides three and four). But it’s good to have this slide to put any competitive questions to rest.
Keep in mind that there are three types of features:
• table stakes (everyone has the feature)
• differentiators (everyone has it but you do it better)
• "purple cows" (you are the only vendor who offers the capability) Start with the table stakes features that everyone has and then end with purple cows clearly highlighted.
Slide 7: Showcase your product’s business value
<your company=""> delivers business value</your>.
Example: lower costs from reduced help desk tickets, reduced cost of data breach, reduced time spent provisioning users, reduced time spent managing corporate directories — Okta
I recommend ending with business value for the final slide. You may end up camping on this slide for a long time, so it’s good to have a final slide that nets out what’s in it for the customer, preferably in quantified business value terms.
The ideal number of business value drivers is three to five. If you’ve been able to quantify business value (per the Three Whys Storytelling framework), you should include the specific range here. If not, then at least a statement of where each source of value comes from needs to be included on this slide. Here’s an example that you can see running live today on https://www.okta.com/roi-calculator/ (customized as slide for each prospect when running a meeting). Only two questions required to create this — how many apps and how many users. That’s it!
![customer presentation tools customer presentation tools](https://cdn.prod.website-files.com/5e46eb90c58e17cafba804e9/64235c63a2438f4452e99384_602ee0483d442afb690cf8e7_Screen%2520Shot%25202020-05-06%2520at%25204.47.08%2520PM.png)
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7 Amazing Sales Presentation Examples (And How to Make Them Your Own)
![customer presentation tools 7 Amazing Sales Presentation Examples (And How to Make Them Your Own)](https://www.yesware.com/blog/_next/image/?url=https%3A%2F%2Fwww.yesware.com%2Fwp-content%2Fuploads%2F2019%2F04%2FiStock-842214506.jpg&w=1984&q=75)
7 Types of Slides to Include In Your Sales Presentation
Inside the mind of your prospect: change is hard, before-after-bridge: the only formula you need to create a persuasive sales presentation, facebook — how smiles and simplicity make you more memorable, contently — how to build a strong bridge, brick by brick, yesware — how to go above and beyond with your benefits, uber — how to cater your content for readers quick to scan, dealtap — how to use leading questions to your advantage, zuora — how to win over your prospects by feeding them dots, linkedin sales navigator — how to create excitement with color, how to make a sales pitch in 4 straightforward steps, 7 embarrassing pitfalls to avoid in your presentation, over to you.
A brilliant sales presentation has a number of things going for it.
Being product-centered isn’t one of them. Or simply focusing on your sales pitch won’t do the trick.
So what can you do to make your offer compelling?
From different types of slides to persuasive techniques and visuals, we’ve got you covered.
Below, we look at data-backed strategies, examples, and easy steps to build your own sales presentations in minutes.
- Title slide: Company name, topic, tagline
- The “Before” picture: No more than three slides with relevant statistics and graphics.
- The “After” picture: How life looks with your product. Use happy faces.
- Company introduction: Who you are and what you do (as it applies to them).
- The “Bridge” slide: Short outcome statements with icons in circles.
- Social proof slides: Customer logos with the mission statement on one slide. Pull quote on another.
- “We’re here for you” slide: Include a call-to-action and contact information.
Many sales presentations fall flat because they ignore this universal psychological bias: People overvalue the benefits of what they have over what they’re missing.
Harvard Business School professor John T. Gourville calls this the “ 9x Effect .” Left unchecked, it can be disastrous for your business.
![customer presentation tools the psychology behind a sales presentation](https://www.yesware.com/blog/_next/image/?url=https%3A%2F%2Fwww.yesware.com%2Fwp-content%2Fuploads%2F2019%2F05%2F9xeffect.png&w=1280&q=75)
According to Gourville, “It’s not enough for a new product simply to be better. Unless the gains far outweigh the losses, customers will not adopt it.”
The good news: You can influence how prospects perceive these gains and losses. One of the best ways to prove value is to contrast life before and after your product.
Luckily, there’s a three-step formula for that.
- Before → Here’s your world…
- After → Imagine what it would be like if…
- Bridge → Here’s how to get there.
Start with a vivid description of the pain, present an enviable world where that problem doesn’t exist, then explain how to get there using your tool.
It’s super simple, and it works for cold emails , drip campaigns , and sales discovery decks. Basically anywhere you need to get people excited about what you have to say.
In fact, a lot of companies are already using this formula to great success. The methods used in the sales presentation examples below will help you do the same.
We’re all drawn to happiness. A study at Harvard tells us that emotion is contagious .
You’ll notice that the “Before” (pre-Digital Age) pictures in Facebook’s slides all display neutral faces. But the cover slide that introduces Facebook and the “After” slides have smiling faces on them.
This is important. The placement of those graphics is an intentional persuasion technique.
Studies by psychologists show that we register smiles faster than any other expression. All it takes is 500 milliseconds (1/20th of a second). And when participants in a study were asked to recall expressions, they consistently remembered happy faces over neutral ones.
What to do about it : Add a happy stock photo to your intro and “After” slides, and keep people in “Before” slides to neutral expressions.
Here are some further techniques used during the sales presentation:
Tactic #1: Use Simple Graphics
Use simple graphics to convey meaning without text.
Example: Slide 2 is a picture of a consumer’s hand holding an iPhone — something we can all relate to.
Why It Works: Pictures are more effective than words — it’s called Picture Superiority . In presentations, pictures help you create connections with your audience. Instead of spoon-feeding them everything word for word, you let them interpret. This builds trust.
Tactic #2: Use Icons
Use icons to show statistics you’re comparing instead of listing them out.
Example: Slide 18 uses people icons to emphasize how small 38 out of 100 people is compared to 89 out of 100.
Why It Works: We process visuals 60,000 times faster than text.
Tactic #3: Include Statistics
Include statistics that tie real success to the benefits you mention.
Example: “71% lift driving visits to retailer title pages” (Slide 26).
Why It Works: Precise details prove that you are telling the truth.
Just like how you can’t drive from Marin County to San Francisco without the Golden Gate, you can’t connect a “Before” to an “After” without a bridge.
Add the mission statement of your company — something Contently does from Slide 1 of their deck. Having a logo-filled Customers slide isn’t unusual for sales presentations, but Contently goes one step further by showing you exactly what they do for these companies.
![customer presentation tools sales presentation](https://www.yesware.com/blog/_next/image/?url=https%3A%2F%2Fwww.yesware.com%2Fwp-content%2Fuploads%2F2019%2F05%2FScreen-Shot-2017-02-07-at-5.17.59-PM.png&w=1280&q=75)
They then drive home the Before-After-Bridge Formula further with case studies:
![customer presentation tools sales presentation](https://www.yesware.com/blog/_next/image/?url=https%3A%2F%2Fwww.yesware.com%2Fwp-content%2Fuploads%2F2019%2F05%2FScreen-Shot-2017-02-07-at-5.15.59-PM.png&w=1280&q=75)
Before : Customer’s needs when they came on
After: What your company accomplished for them
Bridge : How they got there (specific actions and outcomes)
Here are some other tactics we pulled from the sales presentation:
Tactic #1: Use Graphics/Diagrams
Use graphics, Venn diagrams, and/or equations to drive home your “Before” picture.
Why It Works: According to a Cornell study , graphs and equations have persuasive power. They “signal a scientific basis for claims, which grants them greater credibility.”
Tactic #2: Keep Slides That Have Bullets to a Minimum
Keep slides that have bullets to a minimum. No more than one in every five slides.
Why It Works: According to an experiment by the International Journal of Business Communication , “Subjects exposed to a graphic representation paid significantly more attention to , agreed more with, and better recalled the strategy than did subjects who saw a (textually identical) bulleted list.”
Tactic #3: Use Visual Examples
Follow up your descriptions with visual examples.
Example: After stating “15000+ vetted, ready to work journalists searchable by location, topical experience, and social media influence” on Slide 8, Contently shows what this looks like firsthand on slides 9 and 10.
Why It Works: The same reason why prospects clamor for demos and car buyers ask for test drives. You’re never truly convinced until you see something for yourself.
Which is more effective for you?
This statement — “On average, Yesware customers save ten hours per week” — or this image:
![customer presentation tools sales presentation](https://www.yesware.com/blog/_next/image/?url=https%3A%2F%2Fwww.yesware.com%2Fwp-content%2Fuploads%2F2019%2F05%2FScreen-Shot-2017-02-07-at-5.20.38-PM.png&w=1280&q=75)
The graphic shows you what that 10 hours looks like for prospects vs. customers. It also calls out a pain that the product removes: data entry.
Visuals are more effective every time. They fuel retention of a presentation from 10% to 65% .
But it’s not as easy as just including a graphic. You need to keep the design clean.
![customer presentation tools sales presentation](https://www.yesware.com/blog/_next/image/?url=https%3A%2F%2Fwww.yesware.com%2Fwp-content%2Fuploads%2F2019%2F05%2Fcleancluttered.png&w=1280&q=75)
Can you feel it?
Clutter provokes anxiety and stress because it bombards our minds with excessive visual stimuli, causing our senses to work overtime on stimuli that aren’t important.
Here’s a tip from Yesware’s Graphic Designer, Ginelle DeAntonis:
“Customer logos won’t all necessarily have the same dimensions, but keep them the same size visually so that they all have the same importance. You should also disperse colors throughout, so that you don’t for example end up with a bunch of blue logos next to each other. Organize them in a way that’s easy for the eye, because in the end it’s a lot of information at once.”
Here are more tactics to inspire sales presentation ideas:
Tactic #1: Personalize Your Final Slide
Personalize your final slide with your contact information and a headline that drives emotion.
Example: Our Mid-Market Team Lead Kyle includes his phone number and email address with “We’re Here For You”
Why It Works: These small details show your audience that:
- This is about giving them the end picture, not making a sale
- The end of the presentation doesn’t mean the end of the conversation
- Questions are welcomed
Tactic #2: Pair Outcome Statements With Icons in Circles
Example: Slide 4 does this with seven different “After” outcomes.
Why It Works: We already know why pictures work, but circles have power , too. They imply completeness, infiniteness, and harmony.
Tactic #3: Include Specific Success Metrics
Don’t just list who you work with; include specific success metrics that hit home what you’ve done for them.
Example: 35% New Business Growth for Boomtrain; 30% Higher Reply Rates for Dyn.
Why It Works: Social proof drives action. It’s why we wait in lines at restaurants and put ourselves on waitlists for sold-out items.
People can only focus for eight seconds at a time. (Sadly, goldfish have one second on us.)
This means you need to cut to the chase fast.
Uber’s headlines in Slides 2-9 tailor the “After” picture to specific pain points. As a result, there’s no need to explicitly state a “Before.”
![customer presentation tools sales presentation](https://www.yesware.com/blog/_next/image/?url=https%3A%2F%2Fwww.yesware.com%2Fwp-content%2Fuploads%2F2019%2F05%2Ftheafters.png&w=1280&q=75)
Slides 11-13 then continue touching on “Before” problems tangentially with customer quotes:
![customer presentation tools sales presentation](https://www.yesware.com/blog/_next/image/?url=https%3A%2F%2Fwww.yesware.com%2Fwp-content%2Fuploads%2F2019%2F05%2Ftank.png&w=1280&q=75)
So instead of self-touting benefits, the brand steps aside to let consumers hear from their peers — something that sways 92% of consumers .
Leading questions may be banned from the courtroom, but they aren’t in the boardroom.
DealTap’s slides ask viewers to choose between two scenarios over and over. Each has an obvious winner:
![customer presentation tools sales presentation example](https://www.yesware.com/blog/_next/image/?url=https%3A%2F%2Fwww.yesware.com%2Fwp-content%2Fuploads%2F2019%2F05%2Fvs.png&w=1280&q=75)
Ever heard of the Focusing Effect?
It’s part of what makes us tick as humans and what makes this design move effective. We focus on one thing and then ignore the rest. Here, DealTap puts the magnifying glass on paperwork vs. automated transactions.
Easy choice.
Sure, DealTap’s platform might have complexities that rival paperwork, but we don’t think about that. We’re looking at the pile of work one the left and the simpler, single interface on the right.
Here are some other tactics to use in your own sales presentation:
Tactic #1: Tell a Story
Tell a story that flows from one slide to the next.
Example: Here’s the story DealTap tells from slides 4 to 8: “Transactions are complicated” → “Expectations on all sides” → “Too many disconnected tools” → “Slow and error prone process” → “However, there’s an opportunity.
Why It Works: Storytelling in sales with a clear beginning and end (or in this case, a “Before” and “After”) trigger a trust hormone called Oxytocin.
Tactic #2: This vs. That
If it’s hard to separate out one “Before” and “After” vision with your product or service because you offer many dissimilar benefits, consider a “This vs. That” theme for each.
Why It Works: It breaks up your points into simple decisions and sets you up to win emotional reactions from your audience with stock photos.
Remember how satisfying it was to play connect the dots? Forming a bigger picture out of disconnected circles.
That’s what you need to make your audience do.
![customer presentation tools commonthread](https://www.yesware.com/blog/_next/image/?url=https%3A%2F%2Fwww.yesware.com%2Fwp-content%2Fuploads%2F2019%2F05%2Fcommonthread.png&w=1280&q=75)
Zuora tells a story by:
- Laying out the reality (the “Before” part of the Before-After-Bridge formula).
- Asking you a question that you want to answer (the “After”)
- Giving you hints to help you connect the dots
- Showing you the common thread (the “Bridge”)
You can achieve this by founding your sales presentation on your audience’s intuitions. Set them up with the closely-set “dots,” then let them make the connection.
Here are more tactical sales presentation ideas to steal for your own use:
Tactic #1: Use Logos and Testimonials
Use logos and testimonial pull-quotes for your highest-profile customers to strengthen your sales presentation.
Example: Slides 21 to 23 include customer quotes from Schneider Electric, Financial Times, and Box.
Why It Works: It’s called social proof . Prospects value other people’s opinions and trust reputable sources more than you.
Tactic #2: Include White Space
Pad your images with white space.
Example: Slide 17 includes two simple graphics on a white background to drive home an important concept.
Why It Works: White space creates separation, balance, and attracts the audience’s eyes to the main focus: your image.
![](http://academicwritinghelp.pw/777/templates/cheerup1/res/banner1.gif)
Tactic #3: Incorporate Hard Data
Incorporate hard data with a memorable background to make your data stand out.
Example: Slide 5 includes statistics with a backdrop that stands out. The number and exciting title (‘A Global Phenomenon’) are the main focuses of the slide.
Why It Works: Vivid backdrops are proven to be memorable and help your audience take away important numbers or data.
Psychology tells us that seeing colors can set our mood .
The color red is proven to increase the pulse and heart rate. Beyond that, it’s associated with being active, aggressive, and outspoken. LinkedIn Sales Navigator uses red on slides to draw attention to main points:
![customer presentation tools red](https://www.yesware.com/blog/_next/image/?url=https%3A%2F%2Fwww.yesware.com%2Fwp-content%2Fuploads%2F2019%2F05%2Fred.png&w=1280&q=75)
You can use hues in your own slides to guide your audience’s emotions. Green gives peace; grey adds a sense of calm; blue breeds trust. See more here .
Tip: You can grab free photos from Creative Commons and then set them to black & white and add a colored filter on top using a (also free) tool like Canva . Here’s the sizing for your image:
![customer presentation tools canvaimage](https://www.yesware.com/blog/_next/image/?url=https%3A%2F%2Fwww.yesware.com%2Fwp-content%2Fuploads%2F2019%2F05%2Fcanvaimage.png&w=1280&q=75)
Caveat: Check with your marketing team first to see if you have a specific color palette or brand guidelines to follow.
Here are some other takeaways from LinkedIn’s sales presentation:
Tactic #1: Include a CTA on Final Slide
Include one clear call-to-action on your final slide.
Example: Slide 9 has a “Learn More” CTA button.
Why It Works: According to the Paradox of Choice , the more options you give, the less likely they are to act.
Step One : Ask marketing for your company’s style guide (color, logo, and font style).
Step Two: Answer these questions to outline the “Before → After → Bridge” formula for your sales pitch :
- What are your ICP’s pain points?
- What end picture resonates with them?
- How does your company come into play?
Step Three: Ask account management/marketing which customers you can mention in your slides (plus where to access any case studies for pull quotes).
Step Four: Download photos from Creative Commons . Remember: Graphics > Text. Use Canva to edit on your own — free and fast.
![customer presentation tools sales presentation pitfalls](https://www.yesware.com/blog/_next/image/?url=https%3A%2F%2Fwww.yesware.com%2Fwp-content%2Fuploads%2F2018%2F02%2Fsales-presentation-pitfalls-yesware.png&w=1280&q=75)
What are the sales presentation strategies that work best for your industry and customers? Tweet us: @Yesware .
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Sales, deal management, and communication tips for your inbox
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50 Must-See Customer Engagement Presentations
The Team at CallMiner
September 26, 2018
![customer presentation tools Microphone on abstract blurred of speech in seminar room](https://images.ctfassets.net/xj0skx6m69u2/3durAR16wkuNv81CKFFNqz/1dcbd0d4bd0f56b7f206e09185572983/shutterstock_685441930.jpg?fm=jpg&w=648&h=426&fit=fill&f=Center&q=85)
Customer engagement has evolved from the origins of customer satisfaction and customer delight. Today, customer engagement is defined as the profound relationship that the customer has with your brand.
In today’s digital age, irrespective of which industry you are in, customers expect an immediate or near-instant response as well as a picture-perfect anticipation of their wants. To meet this requirement, businesses are getting competitive and aiming to provide hyper-personalized experiences to keep their customers enrolled and engaged with their brand, products, and services.
Designing a well-crafted customer engagement strategy is an excellent way to boost sales and drive profitability. More companies are incorporating customer engagement tools such as speech analytics and chatbots to better gain deeper insight into customer engagement and respond readily to consumers across digital channels by leveraging technologies such as artificial intelligence .
With many tools, technologies, and tactics that play a role in customer engagement, developing a strategy can seem daunting. To get you started, we’ve compiled a list of 50 different customer engagement resources, including both videos and slide presentations, by highly regarded individuals in the industry. For more expert insights on customer engagement, visit CallMiner’s Learning Center to access dozens of white papers, videos, articles, and other resources to help you develop and execute a top-notch customer engagement strategy.
The 50 must-see presentations below are listed in no particular order, but are separated by category including:
Video Presentations
Slide presentations, engage business media.
Twitter : @EngageCustomer
1: Important Considerations for your Customer Management
This video is presented by Mike Havard, Director at Ember Services, at the Telecos/Utilities Director Forum 2014. The video covers customer engagement opportunities and challenges and covers topics such as regulation in a social context, the value of complaints, personal data implications, and what transformation and growth means in customer engagement.
Key Takeaways:
- Understanding customer engagement and why organizations make it so hard
- Securing board commitment for funding solutions
- Discusses nine important themes around customer engagement
2: Employee and Customer Engagement
This video, from the fifth Directors Forum of 2014, takes a look at the important connection between employees and customer engagement. One of the key highlights includes understanding the shift between wanting to be customer-centric and enforcing an actionable strategy to actually make it happen. The video covers a panel of different speakers who discuss the relationship between employees and customer engagement.
- Understanding the bridge between staff engagement and customer engagement
- Incorporating employee engagement in putting the customer first
- Using staff engagement to delight the customer
Amazon Web Services (AWS)
Twitter: @awscloud
3: Scaling Up to Your First 10 Million Users
Gaining users is the key to the cloud. This presentation is one that is regularly at the AWS conference “re:Invent”. However, in this particular version, Joel Williams changes the game a bit to help you scale to your first 11 million users. If you have a great product for sale, but can’t handle a large amount of traffic at once — this presentation will help you plan to scale AWS resources quickly.
- Techniques for scaling an application on AWS
- Why “auto-scaling” is not where you should start
- Reasoning for starting with SQL databases for your scalabilty
- Direct gameplans and examples from 1 million to 11 million users
4: Engaging Your Customers with SNS Mobile Push and Amazon Analytics
Push notifications are a crucial part of creating a game play experience that retains and reengages users. If an app that keeps running in the cloud, messages can be delivered to your players. The right communication at the right time can improve your engagement and build long-term relationships with your users.
- 65% of mobile apps are abandoned within 90 days
- Effectively sending mass messages versus using 1 to 1 communication based on analytics and player actions
- Real time examples of notifications as well as a look at analytics and how to process data
5: How I discovered the black art of cult branding
Rob Howard, founder of Cult Collective, delivers this compelling talk at a TEDx event at St. Lawrence College. Howard boasts a marketing career spanning 20+ years, and in addition to founding Cult Collective, he founded a think tank, a global summit (The Gathering), and authored a book, Fix: Break the Addiction That’s Killing Brands . Howard discusses how consumers tend to “evangelize” to others in the spur of the moment and how brands can capitalize on this enthusiasm and win the allegiance of die-hard fans through customer engagement.
- What makes customers loyal to the world’s most coveted brands
- How successful brands are like modern-day cults in disguise (in a good way)
- What successful brands did to survive in times of economic diversity while spending less on traditional forms of marketing
Doug Stephens
Twitter : @TheLavinAgency
6: Customer Engagement is the Key to Success
This video is presented by Doug Stephens at the Lavin Agency Speakers Bureau. He holds the opinion that every retailer understands that customer experience is crucial, but very few really know how to implement it. Being one of the world’s foremost retail speakers and consumer futurists, he drives the idea that, “We have to allow customers to feel like they’re not just walking into a different store, but walking into a different world.”
- Retail stores have to be a “story”
- Making stores less static
- Engaging customers by creating a sensory experience
Mathew Sweezey
Twitter: @msweezey
7: The New Rules for Customer Engagement
This video is a talk by Mathew Sweezey, “marketing evangelist” for Salesforce.com. He is also the author of “Marketing Automation for Dummies.” He provides an overview of modern customer engagement and explains how to execute a marketing strategy that drives lasting results.
- How to value buy-in for your efforts
- Social media tactics and strategies that get results
- How the modern customer makes buying decisions
- Lead nurturing best practices to increase lead flow
Twitter: @Microsoft
8: New Customer Engagement Models
This video discusses how customers and Microsoft Retail Stores are successfully executing new customer engagement models. Microsoft Solutions Specialist and Retail Industry Solutions Director Pinar Salk covers how Microsoft Retail Stores are implementing an end-to-end customer engagement experience from mobile browsing to in-store purchases and more.
- Implementing a frictionless shopping experience using a mobile app
- Driving higher conversion and customer retention in the engagement process to impact the bottom line
- Empowering sales associates to recommend curated products catered to the customer based on individual personal insights and data
Twitter: @salesforce
9: The Future of Customer Engagement
This video from Salesforce brings together a panel of experts who impart expert tips and insights about the latest customer engagement strategies that are ready to be implemented and put into action. Discussions are centered around a properly designed customer engagement strategy that inspires, creates loyalty, and drives profit.
- Defining customer engagement and discussing example case studies
- Meeting customer expectations and personalizing the engagement process
- Handling and understanding customer data and acting on it
- Customer engagement best practices and strategies
Jon Suarez-Davis
Twitter: @jsuarezdavis
10: Customer Engagement in the Age of Intelligent Marketing
This video features keynote speaker Jon Suarez-Davis (“JSD”), who is Salesforce’s chief cloud marketing officer. He has experience working with some of the world’s biggest brands. In his talk, he draws upon real life examples to explain how customer engagement can be enhanced in the age of intelligent marketing.
- New level of engagement
- Brand marketing and performance marketing
- Salesforce’s vision for the future of marketing
- Predictions for digital advertising in 2020
- Core competencies: Know, Engage, and Personalize
Pegasystems
Twitter: @pega
11: AI in Customer Engagement
In this video by PegaWorld, Dr. Rob Walker, VP of Decision Management and Analytics at Pegasystems, discusses both the advantages and potential risks of using Artificial Intelligence (AI) in the customer engagement process.
- Balancing the risks and rewards of Artificial Intelligence
- Discussing how AI can be a threat to human existence and how we can control and trust it
- Difference between Opaque and Transparent AI
- Where to allow Opaque AI and where to insist on transparency
- Predicting outcomes based on AI
12: Automation, AI and Customer Engagement
In this video, 25-year veteran employee and Senior Vice President of Products at Pegasystems, Kerim Akgonul, discusses how technologies like artificial intelligence (AI), DevOps, and robotic automation are building agility and transforming customer engagement in organizations.
- Automating AI for customer engagement
- Providing real-life case studies on how AI is being used today to enhance customer engagement
- Bridging the gap between customer engagement, operational efficiency, and business agility
IBM Analytics
Twitter: @IBMAnalytics
13. Data-driven Customer Engagement
This video gives a walkthrough of how to spot customers who are at risk of churn and use preemptive measures before they are defected. It talks about using predictive analytics capabilities to drive customer retention by accurately targeting campaigns, which allows you to retain valuable customers while boosting your revenue.
- Deliver customer insights to front-line decision-makers and systems
- Boost customer lifetime value through personalized efforts
- Predict which customers are at risk of leaving
- Identify choice prospects for highly targeted marketing programs
- Enhance sales forecasting, accelerating sales cycles
Insurance Nexus
Twitter: @InsuranceNexus
14. Raising Customer Engagement in the Insurance Industry
This video covers a webinar conducted by Insurance Nexus with a panel of three leading speakers and discusses how to raise customer engagement in the insurance industry. Key topics covered include analyzing the customer journey and identifying where the pain points are, how to improve customer engagement, and measuring interactions with customers.
- How insurance carriers can improve their customer engagement
- Practical advice, case study examples and best practices for the insurance industry
- Innovating and using technology to interact with customers
Twitter: @SAP
15: Beyond CRM: Digital Transformation Starts with Customer Engagement
This video, delivered by enterprise resource planning (ERP) giant SAP, talks about how digital transformation is impacting how to deal with customers and why organizations need to think beyond the CRM. Leading speakers from SAP discuss actionable strategies for customer engagement and reveal how SAP offerings, such as the “SAP Hybris portfolio and SAP Jam Communities,” can help you reach digital transformation objectives.
- How to exceed customer expectations and delight with digital solutions
- Delivering richer, faster, and better digital experiences personalized to the customer
- Understanding digital businesses and why customers are their most important assets
- Assisted and unassisted customer support before, during, and after the purchase
CustomerEdge TV
Google+: CustomerEdge TV
16: How Social Media Has Impacted Customer Engagement – Customer Edge
This video talks about the role that social media has played on the way businesses sell, market, and serve their customers. Irrespective of industry, whether it is telecom or heavy machinery, the competition is ever increasing which makes it necessary to provide a personalized experience to each customer.
- How to engage with personalized social media in B2B and B2C situations
- How to involve influencers and advocates, and foster their growth
- Learning from best practices and avoiding pitfalls
Twitter: @couchbase
17: Revolutionizing customer engagement – Connect Silicon Valley 2017
Couchbase CMO Peter Finter discusses the attributes and values of an engagement database and how Couchbase clients are transforming their organizations with improved customer engagement, personalized experiences, lower costs, and time-sensitive innovation.
- Changes impacting businesses today that requires them to rethink customer experience
- Challenges of customer engagement and how to overcome them
- How businesses can revolutionize customer engagement and reap the rewards
- Employing technology to give customers a unique experience
Google G Suite
Twitter: @gsuite
18: Connecting your sales associates to drive customer engagement and satisfaction
There are a many “real world” problems in the retail and ecommerce space — especially when it comes to customer engagement. Google has provided a short tutorial about how Chrome can help alleviate many of these scenarios. The focus of the webinar is to help connect sales associates in a way that improves customer engagement through the production of “regular, lively content”.
- Discovering the top two operational challenges of the retail world
- How Chrome can help modernize and rethink workflows
- Enhancing and improving communication across a distributed workforce
Twitter: @Dreamforce
19: Workshop: Transform Customer Service to a Customer Engagement Center
In this video, Service Cloud experts from Salesforce discuss the importance of adapting your service organization to engage a whole new breed of technology savvy customers who expect immediate answers and support at every step of their customer experience journey. They uncover strategies for connecting with customers and building meaningful relationships, and the role of a customer engagement center to transform customer experience.
- How mobile and social media are transforming customer service today
- Delivering outstanding customer service at every point of customer interaction
- Deploying and running a customer engagement center successfully
- Achieving measurable results through increased agent productivity
Pitney Bowes
Twitter: @pb_digital
20: Digital Transformation with Mobile First Customer Engagement
This demo by Pitney Bowes covers how organizations need to be relevant and interact with customers on every marketing channel today. It shows ways to optimize and simplify communication for mobile devices and discusses the importance of AV interactions to create engaging and personal customer experiences.
- Identifying current trends in customer engagement
- Providing digitized customer engagement management solutions
- Discussing the future of customer driven “predictive” engagement
- Scalable, compliant and secure mobile-first customer engagement
TiE Silicon Valley
Twitter: @tiesv
21: Inhi Cho Suh – GM Watson Customer Engagement, IBM – MarTech Track TiE Inflect 2018
Inhi Cho Suh, GM Watson Customer Engagement at IBM, discusses the human and business impact of Artificial Intelligence (AI), and how AI combined with other disruptive technologies such as IOT and Blockchain are drastically transforming different industries including HealthTech, FinTech, MarTech, and more.
- How AI and machine learning is transforming customer engagement
- Creating real-time personalized experiences using AI
- Identifying the challenges of AI and offering solutions
- Employing an AI powered platform to holistically analyze customer data and deliver the best possible customer experience
Twitter: @TheNextWeb
22: Danielle Levitas (App Annie) on How to Grow Customer Engagement through Mobile | TNW Conference 2017
Danielle Levitas, Senior Vice President and Research and Analysis team lead at App Annie, talks about how to grow customer engagement through mobile. With most customers mobile today and a good part of them spending 2+ hours a day on mobile apps, she emphasizes the importance of mobile-first marketing. This video also covers the importance of using customer data to understand what consumers want and expect and how to use mobile apps to create an intimate level of engagement with a customer.
- Why and how to reach out to customers on mobile devices
- Growing customer engagement through mobile app interactions
- Increasing ROI and building a better business through apps
Twitter: @Comm100
23: [Webinar] Social Media Best Practices for Effortless Customer Engagement
Research from Gartner predicts that in the next two years almost 90% of all companies will be providing customer support on social media. This webinar video shows how to build meaningful customer relationships by providing stellar customer service through a variety of social media channels.
- Social media best practices for effortless customer engagement
- Dealing with rising expectations and providing instant/near-instant responses
- How to handle social media customer service queries
- Social media excellence checklist
Twitter: @adtech
24: Game On: How Gamification Drives Sales & Customer Engagement
In this video, CRO Samantha Skey from RecycleBank and leading executives from NativeX, Electronic Arts, and SponsorPay discuss relevant case studies of how brands and businesses can use gamification to push sales and increase customer engagement. Going beyond just reward points and tokens, they discuss strategies that can be borrowed from gaming to attract new leads and gaining customer loyalty.
Download our guide on how to use gamification to improve call center performance !
- Importance of gamification to drive sales and enhance customer experience
- Offering rewards to customers for user-directed opt-ins
- ‘Mobile to in-store’ and ‘in-store to mobile’ customer engagement
Karan Verma
25: Artificial Intelligence in Customer Engagement
Karan Verma, product manager for Dry Ice at HCL Technologies, discusses Artificial Intelligence (AI) and machine learning and the millions of variables involved in delivering the data to be used to drive customer engagement.
- When to employ machine learning vs. human interaction
- How large-scale enterprises can use AI to enhance customer engagement
- Discussing current and future trends in AI
- Building the gap between different marketing platforms to engage a customer in their customer journey
Twitter: @CityGro
26: Innovative Ideas That Increase Your Customer Engagement
A live podcast video by CityGro, a company that builds marketing and client retention tools, discusses how to build customer loyalty and keep people coming back, and how businesses can improve customer retention and develop marketing strategies to better engage customers.
- Exploring innovative ways to get people to engage with your business, brand, and loyalty programs
- Getting direct feedback from customers to help businesses improve their customer experience
- Discusses the tools CityGro offers to increase customer engagement through gamification, scratch cards, and more
Twitter: @PitneyBowes
27: Predictive Analytics + Customer Engagement = Bad Debt Prevention
Bad debt costs millions per year for utilities. Predictive analytics and properly tuned in customer engagement can alleviate and prevent many of these losses. This pre-recorded webinar has some of the foremost experts in the areas of analytics, utility companies and customer success.
- See how predictive analytics as well as a customer service strategy can prevent bad debt
- Using data to determine where your collection efforts are best spent by likeliness to pay
- Keep more debt from becoming delinquent based on indicators before payments are missed
Tom Tsongas, PMP, CSM
28: Customer engagement
This slide presentation gives an overview and discusses key aspects of customer engagement. It explains how customer engagement is the process of fostering and optimizing the relationship with the consumer, as well as the necessary steps that need to be taken to produce the most viable deliverable. It emphasizes the need for improving customer satisfaction scores and giving the customer a lasting impression of your brand.
- Difference between internal and external customers
- Challenges in engaging internal customers
- Internal customer engagement lifecycle
- Key methodologies to achieve customer engagement
David Williams
Twitter: @HOWTOEXPERIENCE
29: Customer engagement 5 vectors
This slide presentation is shared by David Williams, Director of iPoint Solutions Ltd., in which he discusses the five vectors of customer engagement. The slides discuss the need to shift from efficiency to effectiveness and the importance of having direct engagement with the customer.
- 5 vectors of customer engagement
- Expanding opportunity with smart everything
- Offshoring and re-shoring
- Keeping up with the competition
Raghvendra Saboo
Twitter: @jumoora
30: In-Store Customer Engagement & Analytics
This slide presentation primarily discusses the importance of in-store customer engagement and ways to improve it. It also shares analytics of customer behavior and how to grab engagement analytics of the ever connected and the ever-browsing customer. It also shares market evolution details and case studies of a couple of leading organizations.
- Enhancing experience related to shopping at physical stores
- The behavior change brought by E-commerce
- Leveraging proximity techniques and cloud NFC smart tags
- Value proposition of brands
Emilia D’Anzica, MBA, PMP
Twitter: @emiliadanzica
31: Driving Product Advocacy: Customer Engagement
This slide presentation discusses the importance of having an engagement program and key strategies to jumpstart customer engagement in your organization. It also shares recent customer analysis and platforms that can be used for customer relationship management and offers guidance on creating an action plan for your engagement program.
- Analysis of customer journey
- Gamification of customer experience
- Strategies for mobilizing your network
- Action plan for continuous engagement
Twitter: @plumb_five
32: Autonomous Customer Engagement
The slide presentation focuses on implementing AI that is capable of autonomous human-like customer engagement. It advocates the use of Plumb5 which is a unified data platform that is built using the concepts of a real-time decision process. It renders seamless engagement between touch-points like web, mobile, email, SMS, and other channels of communication.
- Introduction to Plumb5 platform
- Data preparation for individual customers
- Connecting all data sources
- Unification technique
- Machine learning workflow
- Segmentation and dynamic personalization
Twitter: @Ogilvy
33: Equipping Engagement with Wearable Tech
This slide presentation talks about wearable tech that can function as a multi-disciplinary analysis. It discusses smart body apparel and various factors such as personal, environmental, and physical that come into play when designing and implementing with wearable tech.
- How to stay consumer-centric
- Utilizing mobile devices and connected watches
- Today’s wearable tech eco-system
Richard Sedley
Twitter: @richardsedley
34: 4th Annual Online Customer Engagement Survey
This series of slides are from the 4th annual online customer engagement survey report of 2010. The presentation comments on the report, provides an executive summary and goes into an in-depth discussion regarding customer management. It discusses the importance of repeated interactions that strengthen the emotional, psychological, or physical investment of the customer in the brand, product, or company.
- Behaviors and dimensions to consider for customer engagement campaigns
- Importance of message relevance and medium selection for customer engagement
- Improving online customer engagement
- Increasing value delivered and long-term customer engagement
35: Creating Customer Engagement Strategies
This presentation created by Richard Sedley, CEO at EY-Saren, is a series of slides discussing various factors, mediums, and analysis that can be used for creating effective customer engagement strategies.
- Permission based marketing
- Touch strategies
- Proposition development
- Psycho-graphic profiling
- Behavioral targeting
- Contextual targeting
OgilvyOne Worldwide
36: eCommerce: The Crucible of Customer Engagement
This is a series of slides that talk about the core-essentials or ingredients of customer engagement. It discusses how mobile users and millennials are going to drive the future. It focuses on developing customer engagement and enhancing customer experience by a combination of either physical or digital stores, along with the application of continuous commerce.
- Using M-commerce to drive E-commerce
- Location marketing
- Instant Gratification Marketplaces
Twitter: @davidleeking
37: Freak Out, Geek Out, or Seek Out: Dealing with Tech Change and Customer Engagement
The series of slides in this presentation talk about the rapid technology changes that need to be made to boost customer engagement. It talks about the changing web, which is a decentralized, two-way channel for public communication in real-time and also how to deal with the ever-changing competition landscape.
- Dealing with pocket web
- Enhancing visitor experience
- Improve touch-points
- Dealing with change
SAP Customer Experience
Twitter: @SAP_CX
38: 44 Facts Defining the Future of Customer Engagement
This slide presentation offers a series of facts that gives an idea of where customer engagement is headed in the future. It shares statistics related to customer engagement in different fields such as electronics, banking, hotels, and the retail market.
- Necessity of engaging customers on social media
- Statistics relating customer spending with customer experience
- Effectiveness of customer usage algorithm
- Importance of being customer-centric
Braze (formerly Appboy)
Twitter: @Braze
39: What is Customer Engagement
This series of slides gives an in-depth understanding of customer engagement. It talks about the process of actively building, nurturing, and managing relationships with customers. The customer journey is no longer linear, which makes creating a customer engagement strategy more complex. Therefore, it is easier to sell to an existing customer than acquire a new one.
- Customer acquisition and metrics marketing
- Leveraging CRM data to better understand customers
- Segmentation to increase the relevancy and effectiveness of campaigns
- Using multiple channels for maximum impact
Twitter: @marketo
40: 5 Marketing Strategies for Customer Engagement
This series of informative slides discusses the upcoming “engagement economy” as the foreseen new era. It presents the 2017 marketing benchmark report and shares success stories that have worked for leading organizations.
- Need for an engagement platform
- Quality of engagements
- Personalized engagement
- Custom scoring models
- Multi-touch reporting
Twitter: @Alterian
41: The Future of Customer Engagement
This series of slides aims at predicting the future of customer engagement. It talks about how the definition of customer engagement has changed with evolving customers, social change, and customer demands that drive marketing. It discusses how to identify the challenges in delivering customer engagement and how these challenges can be addressed.
- Strategies in customer engagement
- Identification and addressing challenges
- Customer engagement maturity model
Twitter: @MarTechConf
42: The Four R’s of Customer Engagement for Marketing Success
This presentation discusses digital transformation and the key difference between customer experience and customer engagement. It talks about the science of marketing, and how marketing has evolved with machine learning and omni-channel architecture.
- Right message
- Right channel
David Leonarde
43: Top 7 winning customer engagement strategies for your business
This series of slides discusses some of the key strategies that are vital for increasing customer engagement. It talks about the importance of humans being multi-dimensional and how they can be engaged on other levels that are not directly related to the company’s product. It discusses the sharing of stories and how providing customers with real time benefits are keys to continuous customer engagement.
- Engage and enroll customers by sharing your story
- Use customer data effectively to generate relevant content
- Share customer reviews on social media
- Attempt to engage customers on an emotional level
Demand Metric
Twitter: @DemandMetric
44: Customer Engagement Playbook
This series of slides shows a step-by-step guide to improve the engagement level of customers and make your organization customer-centric. It talks at length about initiatives that need to be taken to improve customer engagement, and understanding the strength and weakness of the organization to design the most effective customer engagement plan.
- Customer journey mapping
- Initiative preparation and technology selection
- Strategy selection for customer engagement and advocacy
Amazon Web Services
Twitter: @awscloud
45: Customer Engagement in the Age of Digital Transformation
The digital customer leaves behind an explosion of data that is collected across all touchpoints. This series of slides gives a walkthrough of the research and industry analysis conducted in the field of customer engagement. It also educates about how Amazon Web Services (AWS) and FICO can help in building better customer engagement for your organization.
- Data driven, highly scientific approach to optimize omni-channel customer experience
- Using existing customer data to predict future behavior
- Model outbound and real-time customer interactions to create effective campaigns
- Core benefits of using AWS
Techedge Group
Twitter: @techedgegroup
46: Design for Customer Engagement: Digital Marketing Strategy
This series of slides focuses on identifying all of the relevant technological components that seamlessly integrate with one another. It further discusses that end-to-end digital marketing strategies are key to developing a strong customer base for any organization.
- Search engine marketing and related online campaigns
- Accurate application of the digital marketing funnel
- Developing a successful digital marketing strategy
Twitter: @servicenow
47: How to Develop Winning Customer Engagement Strategies
This series of slides teach how to develop customer engagement strategies that increase customer satisfaction and brand loyalty. The presentation talks about the advent of the digital customer and how to use omni-channel methods to build trust and engage the customer. It also covers concerns of the company regarding the cost of the campaigns and how to optimize budget limits.
- Customer engagement in the digital era
- Personal value chain of customers
- Multichannel customer engagement
- Analysis of Dialog Axiata Group case study
MIT Sloan Management Review
Twitter: @MITSloan
48: Turning Data into Customer Engagement
Here is a very data-based slide presentation reviewing “key findings” from the 2018 Data & Analytics Global Executive Study and Research Report. If you’re not using any form of analytics at the moment, the results found may convince you to start.
- Using analytics is a competitive advantage that continues to improve
- The data provided by analytics is improving customer engagement for those employing it
- Experienced analytics users are using more data points to improve engagement
- The power of sharing data
The Digital Insurer
Twitter: @DigitalInsurer
49: Customer Engagement in a Connected World
A great set of useful slides from a series of presentations at a conference specifically from insurers. There are four distinct presentations all dealing with the topic of improving both customer engagement and customer experience. While it is intended for insurers, the strategies are broad and can benefit nearly any industry.
- How insurers can specifically drive customer engagement by embracing the “age of the customer”
- How AI and Machine Learning can improve customer experience
- Insights into the customer via online engagement
- “Uplifting” the experience of an insurer’s customer
Kissmetrics
Twitter: @Kissmetrics
50: Data-Driven Storytelling: How To Use Qualitative and Quantitative Insights To Create Content That Fuels Your Business
A long title that says exactly what to expect within the slides. Kissmetrics is known for quality content as well as creating tools that give incredibly useful data. This presentation deals with both creating good content and using it to the fullest for data-backed engagement.
- A clean-cut definition of good content, how to “cut through the noise” and telling good stories
- Detailed, itemized list of the ways storytelling content can fuel your business objectives
- Further resources to continue your data and storytelling journey
What customer engagement strategies are most crucial to your organization in the digital world? Tweet at us @CallMiner and let us know!
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Customer onboarding presentation: A comprehensive guide
Learn how to create a customer onboarding presentation that will help your customers get the most out of your product or service.
Raja Bothra
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Welcome to our comprehensive guide on creating a successful customer onboarding presentation! In this digital age, first impressions matter more than ever. When a new client or customer comes on board, your presentation can make or break their initial experience with your product or service.
So, what exactly is customer onboarding? Why is it so crucial, and how can you structure an effective presentation to ensure a seamless onboarding experience? We'll dive into all these questions and more, ensuring you have the expertise needed to create a presentation that truly shines.
What is customer onboarding?
Before we jump into the nitty-gritty of creating the perfect presentation, let's clarify what customer onboarding actually means. Customer onboarding is the process of integrating a new client or customer into your ecosystem. It's the initial journey they take as they become acquainted with your product or service.
Why is customer onboarding presentation important?
Now that we've defined customer onboarding, it's essential to understand why a well-crafted presentation is paramount. The onboarding experience sets the tone for your customer's entire journey with your brand. Here's why it matters:
- First impressions : As the saying goes, you never get a second chance to make a first impression. A compelling presentation can leave a lasting and positive mark.
- Reduced churn : Effective onboarding can significantly reduce churn, ensuring that your new customers don't drift away after their initial interaction.
- Milestone achievement : It helps new customers understand the key milestones they'll achieve with your product or service.
- Customizable experience : Presentations can be customized to cater to the specific needs of your customers, making them feel valued.
- Automation : Utilizing onboarding software can streamline the process, making it efficient and hassle-free.
How to structure an effective customer onboarding presentation
Creating a winning presentation involves several key steps. Let's delve into each one:
1. Know your audience: The first rule of creating a compelling presentation is understanding your audience. Are they tech-savvy? Are they new to your industry? Tailor your presentation accordingly.
2. Start with a template: Using a customer onboarding template is a fantastic way to kickstart your presentation. Templates, such as PowerPoint or Google Slides, provide a professional structure that you can customize to suit your needs. Consider a customer onboarding template with PPT slides designed for this purpose.
3. Outline the onboarding journey: Your presentation should map out the entire onboarding process. Highlight the steps, including the welcome email, sales process, and kickoff. It's crucial to provide a clear roadmap.
4. Add visual appeal: PowerPoint presentations should be visually appealing. Use powerpoint templates to maintain consistency in design and customize them to match your brand's identity.
5. Incorporate automation: Discuss how automation can ease the onboarding process. Highlight how onboarding software can streamline tasks, reducing the risk of human error.
6. Emphasize customer success: Showcase how your product or service contributes to the customer's success. Customer success is a crucial element of a good onboarding process.
7. Include checklists and milestones: Adding a checklist and milestones in your presentation keeps customers on track and helps them visualize their progress.
Do’s and don'ts on a customer onboarding presentation
Now that we've covered the steps to create a stellar presentation, let's explore some do's and don'ts:
- Use a template to save time and maintain a professional look.
- Highlight the customer journey to make it clear and engaging.
- Utilize automation to make the process smoother.
- Incorporate checklists and milestones for easy tracking.
- Emphasize customer success to show the value of your product or service.
Don'ts
- Don't overwhelm with too much information.
- Avoid a one-size-fits-all approach; customize where necessary.
- Don't make the presentation too text-heavy; use visuals.
- Avoid jargon and complex terminology; keep it simple and understandable.
Summarizing key takeaways
After diving into the comprehensive guide on creating a successful customer onboarding presentation, here are the key takeaways to keep in mind:
- Understanding customer onboarding : Customer onboarding is the process of integrating new clients or customers into your product or service ecosystem. It sets the stage for their entire journey with your brand.
- Importance of presentation : A well-crafted customer onboarding presentation is crucial because it creates a lasting first impression, reduces churn, helps customers achieve milestones, offers a customizable experience, and can be automated for efficiency.
- Structuring your presentation : When structuring your presentation, start by understanding your audience, use a customer onboarding template like PowerPoint or Google Slides, outline the onboarding journey, make it visually appealing with PowerPoint templates, incorporate automation, and emphasize customer success.
- Do's and don'ts : Do use templates, highlight the customer journey, utilize automation, incorporate checklists and milestones, and emphasize customer success in your presentation. Don't overwhelm with information, use a one-size-fits-all approach, make it text-heavy, or use complex terminology.
- Creating a positive first Impression : Your customer onboarding presentation is the first step in creating a positive first impression. Make it count by using templates, tailoring it to your audience, and emphasizing the value of your product or service.
1. What exactly is the customer onboarding process?
The customer onboarding process is the series of steps taken to integrate a new client or customer into your system. It's the journey they embark upon when they first engage with your product or service, and it plays a crucial role in setting the stage for their entire customer experience.
2. How can I create an effective client onboarding presentation?
To create an effective client onboarding presentation, start by outlining the client onboarding process. Utilize a powerpoint presentation template that suits your needs and highlights the key steps in the onboarding workflow. Make sure your presentation is visually appealing and emphasizes the value your product or service brings to the table.
3. What are some best practices for customer onboarding?
Customer onboarding is a critical part of your overall strategy, and some best practices include using a well-structured onboarding checklist in your presentation, emphasizing customer retention, and providing an easy-to-edit format using presentation templates. Additionally, consider gathering customer data throughout the onboarding process to enhance your understanding of their needs.
4. Why is client onboarding particularly important for businesses?
Client onboarding is particularly vital because it serves as the initial point of contact with your customers. It's a crucial step in the overall customer journey and plays a significant role in building customer loyalty and boosting customer lifetime value. It's also an opportunity to address pain points and ensure customers have the information they need to make the most of your product or service.
5. How can I ensure a positive onboarding experience for my clients?
To ensure a positive client onboarding experience, consider using professionally designed powerpoint presentation slides to create a visually engaging presentation. Tailor your presentation to meet the specific needs of your clients, just like customer management. Stay top of mind by sending a warm welcome and offering a point of contact for any questions or concerns. Additionally, use email templates for clear and consistent communication and measure success through metrics like Net Promoter Score. Remember, your onboarding process will depend on your unique business and client hierarchy, so adapt and improve it as needed to achieve the outcomes you want to achieve.
Create your customer onboarding presentation with prezent
Prezent can significantly assist in creating your customer onboarding presentation in several ways:
- Time savings : Prezent can save you up to 70% of the time typically spent on creating presentations, allowing you to onboard customers faster.
- Brand consistency : Ensure your onboarding presentations are 100% on-brand with Prezent's brand-approved designs from Fortune companies.
- Cost reduction : Cut communication costs by up to 60% by creating high-quality presentations in-house, reducing the need for design services.
- Personalization : Tailor your onboarding content to individual customer preferences while maintaining brand consistency.
- Collaboration : Enable real-time sharing and collaboration among your team, ensuring your onboarding materials are up-to-date and effective.
In summary, Prezent streamlines the process of creating customer onboarding presentations, making it faster, more cost-effective, and aligned with your brand. It also facilitates collaboration and compliance, ensuring that your onboarding experience is top-notch for your customers.
Try our free trial or book a demo today with Prezent!
Happy presenting!
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Speak to their minds: Understand the psychology of the audience
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Top 12 Interactive Presentation Software to Engage Your User
![customer presentation tools interactive presentation software](https://www.questionpro.com/blog/wp-content/uploads/2024/05/interactive-presentation-software.jpg)
Presentations aren’t just about sharing information anymore; they’re about engaging your audience. Interactive presentation software can make your content more dynamic and memorable if you present to a small group or a large crowd.
These tools offer a wide range of features, from polls and quizzes to animations and videos, to keep your audience interested and involved.
In this blog, we will explore the top 12 interactive presentation software to engage your audience effectively.
What is Interactive Presentation Software?
Interactive presentation software refers to digital tools and platforms designed to enhance the traditional presentation experience by incorporating interactive elements.
These elements can include real-time audience engagement features, multimedia integration, dynamic content, and collaborative functionalities. The goal is to make presentations more engaging, participatory, and effective in communicating information.
Overall, interactive presentation software transforms passive presentations into engaging, participatory experiences. It makes them more effective for communication, teaching, and collaboration.
Benefits of Interactive Presentation Software
Interactive presentation software offers many benefits that can enhance the effectiveness of your presentations and captivate your audience. Here are some key advantages of using interactive presentation software
Boost Your Engagement
Interactive features such as polls, quizzes, and multimedia elements keep your audience engaged and actively involved in the presentation. By encouraging participation and interaction, interactive presentations create a dynamic and memorable experience for your audience.
Improved Retention
Interactive presentations are more likely to be remembered by your audience compared to traditional, static slideshows. The active engagement and participation fostered by interactive elements help reinforce learning and increase information retention.
Create Audience Interaction
Interactive presentation software allows for real-time interaction with your audience, enabling you to gather feedback, answer questions, and spark discussions. This two-way communication fosters a deeper connection between the presenter and audience members.
Data Collection and Analysis
Interactive features such as polls and surveys provide valuable insights into your audience’s preferences, opinions, and understanding of the topic. The data collected can be analyzed to tailor your presentation content to better meet the needs and interests of your audience.
Flex Your Professionalism
Incorporating interactive elements into your presentations demonstrates a commitment to innovation and audience engagement. It sets you apart as a dynamic and forward-thinking presenter, enhancing your credibility and leaving a positive impression on your audience.
Flexibility
Interactive presentation software allows for easy editing and updating of content, even during live presentations. This flexibility enables presenters to adapt to audience feedback, address questions on the fly, and make real-time adjustments as needed.
Make it Visually Appealing
Interactive presentation software often includes a variety of design templates, animations, and multimedia elements that enhance the visual appeal of your slides. Visually engaging presentations are more likely to capture and maintain your audience’s attention.
Cost-Effective
Investing in interactive presentation software can ultimately save time and resources by streamlining the presentation creation process and maximizing audience engagement. The benefits of improved retention, audience interaction, and professionalism outweigh the initial investment in the software.
Key Features in Interactive Presentation Software?
Interactive presentation software comes equipped with a variety of key features designed to engage audiences and enhance the effectiveness of presentations. Here are some of the most important features you’ll find in interactive presentation software:
- Interactive Elements: Incorporates interactive elements such as quizzes, polls, live Q&A sessions, and clickable links or buttons within the presentation.
- Real-time Audience Participation: Enables real-time audience interaction through smartphones, tablets, or other devices. Participants can respond to questions, provide feedback, or engage in discussions.
- Multimedia Integration: Supports the embedding of multimedia elements such as videos, audio clips, and animations to make presentations more engaging.
- Collaborative Tools: Often includes collaborative features that allow multiple users to work on the same presentation simultaneously, or for audience members to contribute content or ideas during the presentation.
- Analytics and Feedback: Provides analytics and feedback tools to track audience engagement, gather data on responses, and measure the effectiveness of the presentation.
- Customization and Personalization: Offers a range of customizable presentation templates and design tools to create customized and visually appealing presentations tailored to specific audiences or topics.
Top 12 Interactive Presentation Tools
Creating engaging presentations is crucial for keeping your audience interested and ensuring your message gets across effectively. Here are the 12 best interactive presentation tools
that can help you make your presentations more dynamic and engaging.
1. QuestionPro Live polls
QuestionPro Live Polls is a versatile tool that allows presenters to create live polls, quizzes, and surveys. Audience members can participate in these activities using their mobile devices, providing real-time feedback and interaction. This transforms passive presentations into engaging experiences.
Key Features:
- Real-time polling
- Multiple question types
- Live results display
- Audience Q&A
- Customizable templates
- Data export
- Integration with other platforms
- Mobile-friendly
- Analytics dashboard
- Anonymous voting
- Easy to set up and use.
- Increases audience engagement.
- Provides instant feedback.
- Supports various question types.
- Limited free version features.
Pricing:
- Free version available; premium plans start at $99/month.
2. Google Slides
Google Slides is a versatile interactive presentation platform that allows for easy collaboration and integration with other Google Workspace applications. It’s ideal for creating and sharing presentations online.
- Cloud-based presentation app
- Real-time collaboration
- Wide range of templates
- Easy integration with Google Drive
- Offline access
- Embedding videos and images
- Commenting and feedback
- Version History
- Presenter view
- Free with a Google account.
- Accessible from any device.
- Integration with Google Workspace.
- Easy sharing and permissions control.
- Limited offline functionality.
- Google Slides is a completely free service.
Canva is a design platform that offers tools for creating visually stunning presentations. It provides a range of templates and design elements that make it easy to produce professional-quality presentations.
- Drag-and-drop editor
- Extensive template library
- Stock photos and illustrations
- Custom fonts and colors
- Animation and transitions
- Collaboration tools
- Presentation mode
- Embedding videos and links
- Downloadable in various formats
- High-quality design templates.
- Versatile download options.
- Brand kit for consistent branding.
- No design skills are needed.
- Some templates and elements require payment.
- Free version available; Pro plan at $55/user/year.
4. PowerPoint
Microsoft PowerPoint is a widely-used presentation software known for its comprehensive features and flexibility. It is a staple in both educational and professional environments.
- Advanced animation and transitions
- Slide master for consistency
- Multimedia embedding
- Export to various formats
- Integration with Microsoft 365
- Customizable slide layouts
- Add-ins and extensions
- Familiar interface for most users.
- Advanced design and animation tools.
- It can be expensive.
- Available with a Microsoft 365 subscription starting at $6.99/month.
5. Mentimeter
Mentimeter is an interactive presentation tool that allows presenters to create engaging presentations with live polls, quizzes, and Q&A sessions. It’s perfect for making presentations more interactive and participatory.
- Live polling
- Real-time results
- Word clouds
- Multiple choice questions
- Customizable themes
- Integrations with other tools
- Enhances audience engagement.
- Great for remote presentations.
- Limited free plan.
- Free version available; basic plan starts at $11.99/month.
Visme is a versatile content creation tool that enables users to create engaging presentations, infographics, and other visual content. It combines design flexibility with ease of use.
- Customizable charts and graphs
- Data visualization
- Mobile-responsive presentations.
- Less powerful than dedicated animation tools.
- Free version available; Pro plans start at $24.75/month.
7. Zoho Show
Zoho Show is a cloud-based presentation tool that offers a range of features for creating, editing, and sharing presentations online. It integrates seamlessly with the Zoho suite of applications.
- Integration with Zoho apps
- Free with a Zoho account.
- Integration with Zoho suite.
- Basic design features compared to competitors.
- Free with Zoho account; part of Zoho Workplace bundle starting at $2.50/user/month.
8. SlideDog
SlideDog is a presentation tool that allows you to combine different types of media, such as PowerPoint slides, PDFs, videos, and web content, into a seamless presentation experience.
- Combine different media
- Seamless transitions
- Real-time sharing
- Customizable playlists
- Remote control
- Dual screen support
- Presenter notes
- Combines various media types.
- Requires internet access for some features.
- Free version available; Pro plan at $19/month.
Apple’s Keynote is a powerful presentation tool known for its sleek design and advanced features. It is ideal for creating visually stunning presentations on macOS and iOS devices.
- Integration with Apple ecosystem
- Free for Apple users.
- Only available on Apple devices.
- Requires macOS or iOS for full functionality.
- Free with macOS and iOS devices.
Prezi is a unique presentation tool that offers a dynamic, zoomable canvas instead of traditional slides. It’s great for creating engaging, non-linear presentations.
- Zoomable canvas
- Dynamic transitions
- Customizable paths
- Unique presentation style.
- Highly engaging visuals.
- Internet dependency for most features.
- Less suited for linear presentations.
- Available upon request.
11. Genially
Genially is an interactive content creation tool that allows users to create engaging presentations, infographics, and other visual content. It’s known for its interactive elements and design flexibility.
- Interactive elements
- Customizable designs
- Versatile design options.
- Regular updates.
- Some templates and assets require payment.
- Free version available; Pro plan at $7.49/month.
12. Powtoon
Powtoon is a presentation tool that focuses on creating animated presentations and videos. It’s ideal for making engaging and visually appealing content.
- Animated presentations
- Customizable characters and props
- Voiceover recording
- Advanced features can be costly.
- Free version available; Professional plan at $40/month.
Choose QuestionPro Live Polls as Your Right Interactive Presentation Software
QuestionPro is a comprehensive survey and research platform that offers a suite of tools for gathering feedback and engaging audiences. One of its standout features is the Live Polls functionality, which enables presenters to create, conduct, and analyze live polls in real-time during their presentations.
- Real-time Engagement
With QuestionPro Live Polls, you can ignite instant interaction with your audience. As you deliver your presentation, you can pose questions, gather feedback, and receive responses in real-time. This dynamic engagement keeps your audience actively involved and enables you to adjust your presentation on the fly based on their reactions.
- Versatility in Presentation Formats
Whether you’re conducting a sales pitch, leading a training session, or hosting a virtual event, QuestionPro Live Polls seamlessly adapt to various presentation formats. From multiple-choice quizzes to interactive surveys, you can choose the type of poll that best suits your content and objectives, enhancing audience participation and comprehension.
- Accessibility Across Devices
Accessibility is key to effective audience engagement. QuestionPro Live Polls can be accessed on smartphones, tablets, and computers, allowing participants to respond using the device of their choice. This multi-device compatibility ensures that all audience members can actively participate, regardless of their technological preferences.
- Comprehensive Analytics and Reporting
Beyond real-time interaction, QuestionPro Live Polls provide valuable insights through comprehensive analytics and reporting features. After your presentation, you can delve into the data to analyze audience responses, identify trends, and uncover actionable insights. This data-driven approach empowers you to refine your future presentations and tailor your content to better resonate with your audience.
- Top-notch Security and Privacy
Protecting audience data is paramount. QuestionPro prioritizes security and privacy, employing advanced encryption protocols and adhering to industry standards to safeguard participant information. This commitment to data security instills trust and confidence among both presenters and participants, ensuring a secure interactive environment.
Interactive presentation software offers a wide range of features to help you engage your audience and make your content more memorable. Whether you’re looking for animations, quizzes, or collaborative editing tools, there’s a presentation software option out there to fit your needs.
Incorporating interactive elements like live polls into your presentations can significantly enhance audience engagement and interaction. QuestionPro Live Polls offers a user-friendly and feature-rich solution for conducting live polls during presentations, enabling you to captivate your audience and gather valuable insights in real-time.
Whether you’re a presenter, educator, or business professional, choosing QuestionPro Live Polls as your interactive presentation software can elevate your presentations to new heights of engagement and effectiveness.
So, experiment with QuestionPro live polls and create presentations that captivate your audience today!
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Unlocking Business Growth: 10 Useful Customer Segmentation Tools [Reviews & Pricing]
Engineering Team
May 11, 2024
Aren’t you tired of casting a wide market net in the hopes of catching the right customers for your company? 🕸️
Sure you are! Imagine being able to identify high-value customers, predict their preferences, and create hyper-personalized campaigns that resonate with them. That’s the promise of effective customer segmentation!
It’s not just about dividing your customer base but capturing their hearts and minds with tailor-made experiences. According to 2021 marketing statistics, segmented campaigns can supercharge your revenue growth by a whopping 760% !
If you’re aiming to stay ahead of the game, it makes sense to look for customer segmentation tools. They are software solutions that enable businesses to collect and analyze data for audience subgroupings, reducing the busywork of marketing teams in the process.
In this guide, we’ll help you find the best customer segmentation tool and also introduce you to an all-in-one marketing solution for marketing teams! 😊
What Should You Look for in Customer Segmentation Tools?
1. userpilot, 2. amplitude, 3. baremetrics, 4. mixpanel, 6. piwik pro, 7. kissmetrics, 8. google analytics, 10. optimove.
![customer presentation tools Avatar of person using AI](https://images.ctfassets.net/w8fc6tgspyjz/3HpcGsS4tgza39AAiD0iBQ/da83171e45b3e6bb5ab2bd3320e18aba/ai-widget-avatar.png)
Here’s a breakdown of the key characteristics that should help you choose the right customer segmentation software for your needs:
- Data integration: Determine whether the tool is compatible with and enables aggregating data from existing systems, such as marketing automation tools, analytics platforms, and CRM software , to give you a balanced big picture of user groups
- User-friendly interface: A straightforward interface minimizes the learning curve, allowing your team to focus on extracting insights rather than grappling with complexity
- Segmentation flexibility: Tools that are flexible in segment development allow for more precision in tailoring marketing campaigns to target groups
- Data accuracy and quality: Good segmentation relies on accurate data. Ensure the tool can handle data cleansing, validation, and enrichment to maintain the integrity of the available information
- Scalability: Ensure the selected customer segmentation tool is scalable enough to accommodate your expanding customer and lead base and support evolving niches
- Analytics and insights : Seek tools that provide valuable reports, enabling you to monitor segment performance, track consumer behavior, and identify trends that should guide your strategies
- Budget: Compare features across different tools and assess whether the investment aligns with the value the tool brings to your business 🌺
10 Best Segmentation Tools to Boost Your Customer Strategy
We explored dozens of customer segmentation software on the market and curated a list of 10 products that can revolutionize how you understand and engage with your audience. Our mini reviews below will help you make the best choice for your business and improve customer satisfaction! 💯
![customer presentation tools Userpilot](https://clickup.com/blog/wp-content/uploads/2023/12/Userpilot.png)
If you’re looking to find a balance between customer retention and acquisition for your SaaS business , Userpilot can be a great customer segmentation tool to leverage!
This platform boasts advanced segmentation options grounded in product usage analytics . Create precise customer groups based on in-app behavior, surveys, and A/B testing and use the data to expedite feature adoption.
Userpilot helps create code-free personalized onboarding experiences for users, making it a powerful option for enhancing conversions. 🤩
This tool doesn’t stop at tracking mere clicks. You can set custom events for every interaction, from tooltips to button clicks, gaining a comprehensive understanding of user engagement. Segment customers based on roles, use cases, or journey stages, pinpointing areas that might be causing friction.
Userpilot best features
- Insightful customer tracking functionalities
- Segmentation based on in-app user behavior
- Onboarding checklists for new users
- Supports data-driven experiments to optimize user interactions
Userpilot limitations
- May pose a challenging learning curve
- Limited customization options
Userpilot pricing
- Starter: $249/month
- Growth: $499/month
- Enterprise: Custom price
*All listed prices refer to the yearly billing model
Userpilot ratings and reviews
- G2: 4.6/5 (200+ reviews)
- Capterra: 4.5/5 (50+ reviews)
![customer presentation tools Amplitude](https://clickup.com/blog/wp-content/uploads/2023/09/5dd435c69f384956744d7ce1_amplitude.png)
Amplitude stands out as a robust B2B-friendly customer segmentation analytics tool offering deep insights into customer behavior for enhancing growth and user experience strategies. This tool enables easy streamlining of data across your stack with native integration and behavioral analytics.
Amplitude provides a comprehensive view beyond just website interactions. For instance, you gain a nuanced understanding of in-app customer behavior. It pinpoints frequently used features, identifies drop-off points, and highlights areas causing friction.
This data-driven approach not only assesses current performance but also predicts future trends . In a few clicks, Amplitude lets you gauge a feature’s potential success. Backed with first-hand data, you have the freedom to experiment with segments and brainstorm personalized user strategies.💫
Amplitude best features
- Segmentation combined with behavioral analytics
- Product and feature experimentation
- Testing across diverse audience segments
- Pinpoints high-value feature requests
Amplitude limitations
- Some users dislike the usage limits for segments, previews, events, etc.
- Complex filtering options
Amplitude pricing
- Starter: Free
- Plus: From $49/month
- Growth: Custom price
Amplitude ratings and reviews
- G2: 4.5/5 (2,000+ reviews)
- Capterra: 4.6/5 (60+ reviews)
![customer presentation tools Baremetrics](https://clickup.com/blog/wp-content/uploads/2023/11/baremetrics-app--1400x909.webp)
Baremetrics helps you organize customers effortlessly, bringing not just data but meaningful and instant historical comparisons right to your fingertips.
Curious about the growth of your B2C customers or those who signed up in the past quarter? Baremetrics has you covered! Its rich reporting features make your dashboard a hub of actionable insights.
With Baremetrics, creating and saving custom customer groupings takes seconds , giving you unparalleled flexibility. You can quickly assess how different segments are performing by tracking new additions, expansions, and even churn rates with a glance. Its handy forecasting features offer invaluable insights into future business projections, leveraging metrics such as cash flow and monthly recurring revenue (MRR) for informed planning decisions .
Baremetrics best features
- Filters to analyze specific customer segments
- Tracks the growth, expansion, and churn
- Insights into future business projections
- Historical data comparisons
- Integration with popular platforms like Shopify, Stripe, and Slack
Baremetrics limitations
- May have a long wait time for syncing
- Occasional inaccurate reporting
Baremetrics pricing
- Metrics: From $108/month
- Recover: From $58/month
- Cancellation Insights: From $108/month
- Forecast+: Custom price
Baremetrics ratings and reviews
- G2: 4.6/5 (60+ reviews)
- Capterra: 3.4/5 (Less than five reviews)
![customer presentation tools Mixpanel](https://clickup.com/blog/wp-content/uploads/2023/08/Mixpanel.png)
Want to see how your website and product mingle in the eyes of your users? Mixpanel assists you in figuring out what’s working, where, and why. 👀
This tool can compare user cohorts to unveil behavioral patterns and distinctions, gaining insights beyond the surface. For example, you can tie your website to your product and dissect user behavior across various channels. In practical terms, this means creating separate user cohorts drawn from social media and organic channels, allowing you to pinpoint distinctions in their product adoption.
The platform enables a pretty straightforward segmenting process. You start with setting a goal, collecting data, choosing segments, tracking engagement, curating personalized content, and reveling in the impact. It’s that easy!
Mixpanel best features
- Group users at every stage and across channels
- Cohort comparison for distinct behavioral patterns
- Transform data into actionable insights
- Useful integrations like mParticle and Freshpaint
Mixpanel limitations
- Can be costly for users with budget constraints
- Potentially complex setup and configuration
Mixpanel pricing
- Growth: From $20/month
- Enterprise: From $833/month
Mixpanel ratings and reviews
- G2: 4.6/5 (1,000+ reviews)
- Capterra: 4.5/5 (100+ reviews)
![customer presentation tools Heap](https://clickup.com/blog/wp-content/uploads/2023/08/Heap-1400x664.png)
Heap is akin to having a VIP ticket to witness every step your customers take. It automatically tracks all the nitty-gritty details—clicks, swipes, taps, page views, you name it. No more deciding which events to track.🖱️
Heap hands you the playbook on how to tweak your site to boost customer experience. What’s even cooler? You can dive into the data and segment your users based on their actions . Identify patterns, group people by their interaction with your app, or even sort them based on the marketing channels that led them to your site.
A big plus is that it’s a low-code platform . So, even if coding isn’t your superpower, Heap’s visual reports turn data into a story that anyone in your team can interpret.
Heap best features
- Automatic user action tracking
- Segmentation based on actions taken on-site or in-app
- Low-code platform
- Built-in ROI calculator to track annual returns
Heap limitations
- Only tracks frontend interactions
- Running large queries can be slow
Heap pricing
- Pro: Custom price
- Premier: Custom price
Heap ratings and reviews
- G2: 4.4/5 (1,000+ reviews)
- Capterra: 4.5/5 (40+ reviews)
![customer presentation tools Piwik basic dashboard](https://clickup.com/blog/wp-content/uploads/2023/11/Piwik-basic-dashboard.png)
Piwik PRO stands out for empowering businesses with complete control over their data and privacy by enabling self-hosting on their servers . This is a game-changer for companies navigating stringent data retention regulations or prioritizing robust security. 🔒
Adding to its allure is the Tag Manager , a savior for businesses aiming to effortlessly handle tracking codes without the need for developer support. It simplifies the integration of analytics and marketing tools, from Google Analytics to AdWords and Facebook Pixel.
The Consent Manager is another star feature, ensuring seamless compliance with data privacy regulations like GDPR and CCPA by efficiently managing and tracking user consents for data collection.
As the cherry on top, the Customer Data Platform (CDP) feature consolidates data from various sources, offering a comprehensive overview of customer behavior, preferences, and brand interactions.
Piwik PRO best features
- Self-hosting for data control
- Code tracking without developer assistance
- User consents for compliant data collection
- Collect, store, and manage customer data from multiple sources
Piwik PRO limitations
- Limited e-commerce tracking
- Pricy for some users
Piwik PRO pricing
Piwik pro ratings and reviews.
- G2: 4.5/5 (30+ reviews)
- Capterra: 4.8/5 (20+ reviews)
![customer presentation tools Kissmetrics](https://clickup.com/blog/wp-content/uploads/2023/05/Kissmetrics-1400x658.png)
Kissmetrics is like a trusted friend for your website or app, telling you what’s going on and what could use a little boost. No tech talk, just good old insights for customer success and marketing!
If you’re into SaaS, think about knowing exactly where your website visitors are turning into fans based on how they found you. For the online retailers, spot your big spenders, figure out how they found you, and do that winning dance again. 💃
Kissmetrics lets you create custom segments tailored to customer parameters, ensuring precision targeting. Its engagement tools let you directly connect with users through targeted emails and in-app messages, all based on their behavior.
Feeling experimental? Get into A/B testing to fine-tune messaging and timing strategies within your crafted segments. Finally, with reporting and tracking, you get detailed reports based on customer interactions and data, helping you make informed decisions.
Kissmetrics best features
- Behavioral analytics
- Tailor-made groups for precision targeting
- Experiment with messaging strategies
- Reports to support informed decisions
Kissmetrics limitations
- Learning curve for new users
- Limited integrations with other platforms
Kissmetrics pricing
- Silver: $199/month
- Gold: $499/month
- Platinum: Custom price
Kissmetrics ratings and reviews
- G2: 4.1/5 (100+ reviews)
- Capterra: 4.3/5 (10+ reviews)
![customer presentation tools Google Analytics](https://clickup.com/blog/wp-content/uploads/2023/08/Google-Analytics.png)
Google Analytics stands out as the go-to customer segmentation tool, and for good reason. Being free and capable of handling vast customer data , it’s a powerhouse. Designed by Google, it extracts insights on visitor behavior, purchases, location, device usage, and more, all while respecting privacy rules. 🆓
Google Analytics employs machine learning models and automation, offering predictions and actionable insights to enhance digital experiences. The real-time reporting feature lets you monitor site or app activity instantly, while conversion tracking provides crucial insights into customer actions.
Plus, its seamless integration with Google Ads links website performance data for a comprehensive overview.
Google Analytics best features
- Powered by machine learning and automation
- Detailed segmentation based on demographics, interests, and behaviors
- Instant monitoring of site or app activity
- Integration with Google Ads
Google Analytics limitations
- Data extraction speed could be significantly improved
- Limitations with real-time data
Google Analytics pricing
- Google Analytics 360 : Quote-based plan
Google Analytics ratings and reviews
- G2: 4.5/5 (6,000+ reviews)
- Capterra: 4.7/5 (7,000+ reviews)
![customer presentation tools Segment](https://clickup.com/blog/wp-content/uploads/2023/11/segment-app-workspace-overview-1400x785.png)
Segment’s core mission as a customer segmentation tool is crystal clear: democratize good data for all teams and offer a unified view of customers.
It gathers data from mobile and web apps and connects with 300+ software to create a centralized hub for seamless access and processing.
Segment has the ability to craft dynamic segments based on real-time customer data, paving the way for personalized communication that truly resonates. With this customer segmentation software, you’re not just reaching customers but creating custom audiences for marketing campaigns that feel tailor-made.
Segment is a great choice for all businesses, from startups to high-growth companies, looking to elevate customer interactions, refine the marketing planning process , and boost conversion rates. 📈
Segment best features
- Data collection from any source
- Unified view of customers
- Dynamic segments based on real-time data
- Custom audiences for targeted outreach
Segment limitations
- The process of creating exclusionary audiences can be tricky
- Tends to get expensive over time
Segment pricing
- Team: From $120/month
- Business: Custom price
Segment ratings and reviews
- G2: 4.6/5 (500+ reviews)
- Capterra: 4.7/5 (70+ reviews)
![customer presentation tools Optimove product image](https://clickup.com/blog/wp-content/uploads/2023/05/Optimove.png)
Optimove offers a sophisticated segmentation process, employing customer clustering analysis and mathematical models to unearth groups of similar customers. These micro-segments, refreshed daily, are crafted based on demographics, behavior patterns, and real-time actions.
What makes Optimove truly shine is the versatility in segmentation—from pre-defined clusters to customized segments , you get a lot of material for in-depth customer segmentation analysis or targeted campaigns. Fueling this customer segmentation process is the platform’s in-built marketing optimization bot, Optibot , tirelessly combing through data within segments for trends and actionable insights. 🤖
Optimove also delves into the customer life cycle, tracking shifts between micro-segments to capture evolving behaviors, which makes it one of the best customer segmentation tools!
Optimove best features
- Insights from diverse sources
- Tailored segments for targeted campaigns
- Native marketing optimization bot
- Captures evolving customer behaviors
Optimove limitations
- Can’t always update data in real time
- Customization Constraints can be better
Optimove pricing
- Custom price for Build , Grow , and Scale plans
Optimove ratings and reviews
- G2: 4.6/5 (100+ reviews)
- Capterra: 4.3/5 (Less than 5 reviews)
Other Marketing Tools
While the tools we presented focus on specialized customer segmentation, you still need a dedicated software solution to implement your marketing and lead generation plans. This is where ClickUp shines, offering a suite of marketing features that you’ll find invaluable! 😻
Many teams spend hundreds of dollars each month on different types of marketing and project management tools. But with ClickUp, you get a streamlined and cost-efficient solution to support your campaign ideation, launch, and tracking activities end to end! Let’s explore how.
![customer presentation tools ClickUp for Marketing Campaigns](https://clickup.com/blog/wp-content/uploads/2023/11/sprints.png)
As a top-rated project management tool , ClickUp packs a punch when empowering multi-channel campaigns. Its scalable Workspace and attractive Marketing Teams Suite are all about implementing the best lead and conversion strategies within resource constraints!
It takes coordinated efforts from several departments to get a newly developed product on the buyer’s radar. By using ClickUp’s 15+ views , you can easily manage and monitor the progress of marketing tasks across teams or customer segments.
Let’s say you want to assign or reassign jobs or reduce redundancies within the team—you can leverage the Workload view to adjust team responsibilities throughout the campaign. Similarly, the Calendar and Gantt Chart views are lifesaving visual tools if you need to stay on top of tight marketing timetables.
We’ve barely scratched the surface here! The platform offers the full package of functionalities for marketing project management —brainstorm segmentation strategies using Whiteboards or keep marketing documentation streamlined within ClickUp Docs ! Connect your marketing roadmaps directly to tasks, making strategy documentation and campaign calendars live alongside your daily work.
Start orchestrating a smooth campaign journey with ClickUp
Anxious about kickstarting a new campaign? With the ClickUp Marketing Plan Template , you can get your product marketing initiative up and running in minutes! It assists you in establishing specific objectives and priorities with attainable benchmarks. ClickUp has a gallery full of other marketing templates, including options for design briefs , product launch plans , and customer journey maps.
ClickUp’s visual Dashboards make progress tracking easy—you can set monthly or quarterly marketing goals and create Widgets to closely monitor how your leads and users shape up.
If you’re planning a large-scale or complex campaign, we recommend using ClickUp Automations to save time on routine tasks, such as updating lead status or triggering emails.
Leverage ClickUp’s seamless integration with other analytics and SEO tools to access all marketing data without moving platforms. You have several native and API-enabled integrations!
So, take the plunge, get your marketing activities in order, and let the force of ClickUp be with you!
![customer presentation tools ClickUp 3.0 Apps and integrations simplified](https://clickup.com/blog/wp-content/uploads/2023/11/ClickUp-3.0-App-store-simplified-1400x934.png)
ClickUp best features
- All-in-one marketing workflow management solution
- Task assignment and monitoring
- Built-in visual collaboration tools for ideating designs and processes
- Centralized storage for marketing documentation
- Checklists, comments, real-time chat, and attachments to add context to tasks
- Custom Dashboards for progress tracking
- 1,000+ easy-to-use templates for marketing, influencer collaboration , etc.
- 1,000+ integration options with their marketing and communication tools
- Goal tracking with ClickUp Goals
- Customizable data access levels with ClickUp Hierarchy
- 24/7 customer support
- AI writing assistant to create marketing briefs and case studies
ClickUp limitations
- Requires time to fully grasp the breadth of features and functionalities
- The mobile app could use more features
ClickUp pricing
- Free Forever
- Unlimited: $7/month per user
- Business: $12/month per user
- Enterprise: Contact the company for pricing
- ClickUp AI is available on all paid plans for $5 per Workspace member per month
ClickUp ratings and reviews
- G2: 4.7/5 (9,000+ reviews)
- Capterra: 4.7/5 (3,000+ reviews)
Let Your Customer Segmentation Plans Click with ClickUp
Your prospects and customer groups have distinct needs, and how you handle them has a major effect on your revenue. No matter what the product is, customer segmentation can significantly improve the returns on your marketing investment over time.
ClickUp emerges as a reliable solution for boosting marketing plans with optimized workflow management . Its collaboration and tracking capabilities and easy-to-use design make it the perfect platform for advancing your customer segmentation strategy!
Sign up for free to explore its diverse features!
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Grow » customers, 6 digital tools small businesses can use to improve customer service.
These six digital tools will help you provide better service and build customer loyalty.
![customer presentation tools A young customer service representative is smiling and wearing a headset with a microphone. She is answering a customer's question over the telephone.](https://uschamber-co.imgix.net/https%3A%2F%2Fs3.us-east-1.amazonaws.com%2Fco-assets%2Fassets%2Fimages%2Fdigital-customer-service-tools-andresr.jpg?auto=compress%2Cformat&crop=focalpoint&fit=crop&fp-x=0.425&fp-y=0.3143&h=415&q=88&w=622&s=faad51bcfe4df15f3effd5151ff6a839)
When a customer has a question for your business, they expect a response within a day. Fortunately, technology can help with that — here are six digital tools you can use to better service your customers.
[Read more: 8 AI Tools and Features to Enhance Your Customer Service Experience ]
Customer relationship management software
Customer relationship management (CRM) software lets you store information about your customers and your interactions with them. You can track purchases, phone calls, emails, and complaints from a customer. A CRM can also store a customer's contact and demographic information.
This information helps you better understand your customers, giving you more opportunities to cross-sell or upsell to them. It can also help you identify ways to reengage customers who haven't bought anything from you in a while.
The right CRM software is cloud-based, intuitive, and customizable for your business. Which CRM you use depends on the type of business you run — for example, you can look for a CRM that caters to service-based businesses or companies in specific industries.
[Read more: What Is a CRM System, and How Can It Help Your Business? ]
Live chat feature
Every customer wants a quick resolution to their problem. A live chat feature on your business's website allows customers to find the answers they need without calling your business directly.
When someone visits your website, a live chat box immediately pops up. The individual can type their question into the chat box, hit Send, and wait for a response. The representative usually responds within a few minutes and helps the customer resolve the issue.
Look for a live chat solution that integrates with your CRM so you can track these customer interactions. The information gleaned from these interactions also allows you to follow up and ensure the customer is satisfied.
Make sure your website has a contact page that clearly lists your company's business hours and different ways customers can reach your business.
Knowledge base
Many of your customers will have the same questions. Having a knowledge base can help consumers find the answers to their questions in one convenient place. A knowledge base is a central database with information about your products and services, answers to frequently asked questions, video demonstrations, and more.
A searchable knowledge base allows your customers to quickly find answers to their questions. It also frees up your customer service representatives to handle more pressing customer issues.
Social monitoring tools
Social monitoring tools watch sites like Facebook and X for company mentions. If someone posts a complaint about your business, the customer service team can respond and try to resolve the issue.
You can also use these tools to monitor your competitors and identify trends in your industry. Social monitoring tools can also help you identify potential influencers who can represent your brand and introduce your company to a new market.
[Read more: Smart Ways to Leverage Social Media Analytics for Small Business Marketing ]
Customer surveys
Regularly sending customer surveys is an excellent way of gathering customer feedback. These surveys can be used to gauge overall customer satisfaction or solicit feedback about a new product or service you're considering launching.
Tools like SurveyMonkey can integrate with your CRM so feedback is included in a customer's profile. Plus, integrating surveys with your CRM makes it easier for customer service to follow up on any issues that customers are experiencing.
Contact page
With so many online tools available, it's easy to overlook the importance of giving customers an easy way to contact you during regular business hours. Live chat and knowledge bases are excellent features, but they can’t replace interaction with a customer service agent.
Make sure your website has a contact page that clearly lists your company's business hours and different ways customers can reach your business. Every customer has a different preferred way of communicating, so offering multiple options is the best way to accommodate everyone. For example, customers can call your company directly, fill out a support ticket, or use the live chat feature.
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Applications are open for the CO—100! Now is your chance to join an exclusive group of outstanding small businesses. Share your story with us — apply today .
CO—is committed to helping you start, run and grow your small business. Learn more about the benefits of small business membership in the U.S. Chamber of Commerce, here .
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![customer presentation tools PresentationTools](https://www.presentationtools.com/wp-content/uploads/2024/03/presentationtools_H_PNG_1000px.png)
CueTimer helps performers and presenters manage their time during events and broadcasts. Create a list of timers and use triggers or shortcuts to progress during the show. Display the countdown on a monitor connected through HDMI, NDI or weblink.
![customer presentation tools](https://www.presentationtools.com/wp-content/uploads/2024/02/CueTimer-hero.png)
CueTimer for Windows
version 3.0
USER GUIDE PC
- 64-bit Windows 8.1, 10 or 11
- .Net 4.8 or later installed
- v.3.0.0.16 (23. March 2024) – Fixed alignment issues when the timer goes into overtime: the size is automatically adjusted so it keeps the same width. This wasn’t working properly when the timer was displaying mm:ss. – Fixed an issue where the timer list wouldn’t change size when going to fullscreen. – Changed the behavior of the hide feature: When a new timer starts, the timer is still hidden. This is how it also works in the Mac version of CueTimer. In the old version, the start command would always unhide the window. – We changed some internal files to only work in 64 bit, to improve security. This also means that CueTimer now only works with 64-bit versions of Windows. For full version-history, see the changelog .
Downlad version 2.6 for PC
For customers with perpetual CueTImer licence bought before 11. February 2022 Read more
CueTimer for Mac
USER GUIDE MacOS
- CPU: Both Intel and Apple Silicon CPUs are supported natively
- OS-support: 10.14 and beyond (Sonoma, Ventura, Monterey, Big Sur, Catalina, Mojave)
v.3.0 (2) (4. march 2024) – ADDED auto updates and update notification – ADDED option to sum hours into the minutes field to display 70:00 instead of 01:10:00 – CHANGED the NDI library to v .5.6 For full version-history, see the changelog .
Downlad version 2.6 for Mac
Buy and Activate
Starting at $45/year
HOW TO ACTIVATE
- To use the software without restrictions you need to activate the applications with a licence. Licences can be bought from the store.
- We currently offer subscription based licences with yearly payment.
- To activate the application, copy your licence key-code into the activation-field and push OK.
- You can use the software as much as you want in trial-mode. The only restriction is that the applications will close after 10 minutes.
Control your time. Stay on schedule
CueTimer provides the tools to ensure that your event runs on schedule. Get started in just three simple steps:
1. Create the timer-list
Write down your schedule in the app interface, or import spreadsheet data: Cuetimer can open CSV & TSV files, and you can paste directly from Excel and Google Sheets. If you prefer a more dynamic workflow where you set the timings as you go, we support that as well.
2. connect the outputs
CueTimer has multiple options for viewing the timers on any device: if you are connected to an external monitor, just push the “Fullscreen” button. Or send the timer-page to broadcast-devices on your LAN-network through NDI. Remote speakers can stay in sync using our online timer.
3. control the time
The interface is tailored for show-control: Start and stop the timers with ease and edit on the fly. Redundancy and backup is secured with undo/redo and autosave. Companion with Stream Deck gives you extra buttons for the commands, and remote control over the network.
Trusted by leading industry professionals
![customer presentation tools](https://www.presentationtools.com/wp-content/uploads/2024/02/dot-diode-6.jpg)
We ❤️ CueTimer! We use it on our shows to keep everything running in military precision. We particularly enjoy using it in conjunction with Companion to enable us to adjust the timers on the fly, giving us feedback on our adjustments and allowing us to hit essential cue times throughout the day. Whether it’s a live event or a broadcast, you will always see us running CueTimer on our Streamdecks! – Ben Dave, Dot + Diode, Great Britain
![customer presentation tools](https://www.presentationtools.com/wp-content/uploads/2023/09/corprate-lighting-2.jpg)
I can without exaggeration say that CueTimer has changed my life on show site in many ways.
I really enjoy how much customization is available for the display features like creating a template for repeatable segments. My customers also love the messaging feature. For the cost of a license, laptop and small monitor, it’s definitely a better value proposition over a traditional clock system.
– Craig Trosclair, Corporate Lighting and Audio, USA
![customer presentation tools](https://www.presentationtools.com/wp-content/uploads/2023/09/showtekniikka-3.png)
We are extremely happy to use CueTimer in our productions. We constantly provide AV production solutions for streams, hybrid events and live events catering to state ministries and high-profile corporate clients, so a flexible stage communication and timing tool like this is invaluable to us in securing the flow of the show.
– Panu Koskinen, ShowTekniikka, Finland
![customer presentation tools Kilchenmann AG logo](https://www.presentationtools.com/wp-content/uploads/2023/04/kilchenmann.png)
We have installed CueTimer on several Macbook Air and use the tool regularly. The range of functions is very large, the design can be adapted almost as desired and saved as a template. If necessary, the timer can be shared via a link over the Internet, but the software basically works offline, which is a great advantage over other products.
– Simon Anliker, Kilchenmann AG , Switzerland
![title= customer presentation tools](https://presentationtools.com/wp-content/uploads/2023/04/eventi-1024x427.png)
CueTimer and APS are unbelievable lifesavers when working with corporate AV. It helps speed up my workflows and keeps the events on time. The option to give moderators and event producers a link for timers is a great feature. I’m very happy with the support and customer service. I recommend these tools for anyone who asks about solutions for presentation-switching and timers.
– Truls Skæveland, Eventi AS, Norway
![lego_masters_norway Lego Masters Norway season 2021 used CueTimer as a production timer to let the contestants know how much time they had left.](https://www.presentationtools.com/wp-content/uploads/2023/05/lego_master_norway.jpeg-1-e1688759934541.webp)
Finding a clock-solution for Lego Masters Norway that was reliable, flexible and easy to work with in a TV setting proved to be a challenge until we came across PresentationTools and their CueTimer software. I would definitely recommend CueTimer as a countdown timer and tool to keep time in a tight program.
– Michael Thunem Berlund, Hilux A/S, Norway
A countdown timer application for physical, virtual & hybrid events
CueTimer can be used for any event that needs precise timings:
![customer presentation tools](https://www.presentationtools.com/wp-content/uploads/2023/05/alliance-events-v2.jpg-1024x576.webp)
Conferences & Seminars
A monitor with a countdown-timer is very useful for someone holding a presentation. With CueTimer it is easy to control this monitor and display the timers for the different speakers that enter the stage. When the time is running out you can make the colours change to notify the speakers.
![customer presentation tools CueTImer is a good choice as a countdown timer solution for streaming and digital events. Create an online timer or display the timer through your video-switcher.](https://www.presentationtools.com/wp-content/uploads/2023/05/cuetimer_streaming.webp)
Streaming & Remote Workflows
CueTimer is well suited for the digital workflow that has evolved during the Covid 19 pandemic. We have added multiple options for viewing the timers that should cover most scenarios: you can feed the video-mixers with HDMI or NDI video, and share a webpage with the timers to remote presenters and crew-members.
![customer presentation tools Lego Masters Norway season 2021 used CueTimer as a production timer to let the contestants know how much time they had left.](https://www.presentationtools.com/wp-content/uploads/2023/05/lego_master_norway.jpeg-1-e1688759934541.webp)
Broadcasting & Gameshows
A TV-show needs a production-timer that is reliable, flexible, and easy to use. CueTimer was built to solve this demanding task. To give an example, read more about how CueTimer was used as a countdown-timer for the season one of Lego Masters Norway.
Multiple Output Options – HDMI, NDI & Online Countdowns
With CueTimer you can send the countdown anywhere:
Push the “Fullscreen” button to place the countdown on the external display. With SDI/Fibre extenders the monitor can be placed far away from the computer.
CueTimer has a native NDI -output using the latest NDI 5 framework. This lets you share the countdown as graphics over the local LAN-network.
Create a webpage to share the current countdown and the schedule with a list of future timers. The page will scale automatically for all browser-sizes.
Control with Companion
Companion lets you control different devices over the local network and with Streamdeck hardware-boxes. It is free of charge and more info can be found here. Our Companion module includes buttons for the most important commands, and it has feedback for the current timer with colors that can be set from CueTimer. With our premade presets found in the Companion menu it is easy to drag and drop the buttons where you need them. The Companion module is built on our open API which can be found here.
Customise the style of the fullscreen timer
The HDMI and NDI-output is completely customizable with colors, placement, fonts, and images. You can have a backgound-image for decoration, your company logo for branding, and to notify the speaker that the time is running out, add a blinking border.
Send messages to the presenters
The confidence-monitor with the timer is one of the few places where you can send messages to the presenter without the audience noticing it. Let them know if their microphone needs to be adjusted, if the next speaker is delayed, or use it for questions from the audience.
If you have a big monitor, place the message on the top of the screen along with the other content. Or if you really want to grab the attention of the speaker, give the message flashy colors and make it fill the whole screen.
![customer presentation tools](https://www.presentationtools.com/wp-content/uploads/2024/02/Screenshot-2024-02-20-at-15.16.44.png)
New in version 2.5: Spreadsheet-import
Now you can import a spreadsheet with a schedule or a rundown into CueTimer. And with the Auto-Schedule feature, you just need to know the start-times, and CueTimer will calculate the durations for you.
- Import CSV and TSV files
- Paste spreadsheet-data
- Link timers with start and end times
![customer presentation tools](https://www.presentationtools.com/wp-content/uploads/2023/08/import-spreadsheet-1024x576.jpg)
Control your licences from the user-dashboard
With a subscription-licence you can create an account on this site where you can monitor your licences, release licences from activated computers, and manage your subscriptions registered to your email-address.
CueTimer Feature Overview
Create a list of timers from our custom spreadsheet
Multiple outptut-options to display the timers on any device:
HDMI fullscreen output. Push the Fullscreen-button do display the timer on the external monitor.
NDI output. Send the timer-window as a native NDI source from CueTimer
Web output. Create a timer-webpage hosted on our server. Here you can also see the schedule with a list of future timers.
Preview windowed-output that is always on top and never reacts to keystrokes. Perfect for Powerpoint.
Use different timer-types: countdown, countup, countdown to time and regular clock.
Add warnings to notify the speaker that the time is running out
Options for what happens when the timer ends: go into overtime, stop the timer, or start the next timer
Change the duration by adding and subtracting minutes or manipulate the speed of the timers.
Customize the countdown-windows with colors, animations and scaling.
Change the style when the timer changes status. For example, when the timer ends, you can make the screen red, and make the countdown blink.
Send messages that is displayed on the timer-outputs. The appearance of the message is fully customisable: place it in the corner, or fill the whole screen.
Native desktop-apps for Mac and Windows that are light on system-resources. Built for demanding live-shows.
Support for multitasking: With native control over the CueTimer-windows, you can display our timers while using other apps.
Undo/Redo & Autosave. We got you covered if you accidentally start the next timer.
Use Stream Deck buttons to control CueTimer through Companion. Then you also get remote-control over the local network.
Support for multiple workflows: The timer-list can be an ordered schedule, or a selection of timer-templates that can be started easily
Import CSV & TSV files with any delimiter
Copy & paste spreadsheet-data into CueTimer
Spreadsheet-import menu where you can sort the columns you want to import
Export the timer-list as a CSV file
Auto-calculate timer-values so that the end of a timer becomes the start of the next. Then you only need the start-times to make a schedule with durations for all the segments.
Start and stop the timers with keyboard-shortcuts or large buttons
OSC messages to and from CueTimer. Trigger other devices when the timer ends, or start and stop timers with OSC commands.
An open API that lets you control CueTimer over the local network through TCP/IP commands. Create your own controller-app, or use the ones already made for you.
![title= customer presentation tools](https://www.presentationtools.com/wp-content/uploads/2023/10/PresentationTools-31-of-33-e1696329931988.jpeg)
CueTimer articles
We have collected a wide collection of articles about CueTimer. Read how keep soundchecks on time in music-festivals, or why we decided to go for an offline desktop-app for live-event timers.
![customer presentation tools](https://www.presentationtools.com/wp-content/uploads/2023/10/user-guide-thumbnail.jpg)
The user-guide is our reference on how to use CueTimer. We have tried to cover all related topics on how to control and configure our countdown-timer app.
![customer presentation tools](https://www.presentationtools.com/wp-content/uploads/2023/10/youtube-channel.jpg)
Youtube-channel
If you prefer learning by watching instead of reading, then the CueTimer online-tutorial series is for you. Or get tips about how to connect CueTimer to Qlab.
Latest Posts
![customer presentation tools](https://www.presentationtools.com/wp-content/uploads/2024/02/CueTimer-pomodoro-timer.png)
Unlocking Productivity: CueTimer as Your Ultimate Pomodoro Timer
February 26, 2024
![customer presentation tools](https://www.presentationtools.com/wp-content/uploads/2024/02/cuetimer-3-options-for-timer-display.jpg)
CueTimer 3: New options for viewing timers
February 19, 2024
![customer presentation tools](https://www.presentationtools.com/wp-content/uploads/2024/01/IMG_3358-1-e1704810708788.png)
CueTimer walkthrough: Display and control presentation-timers
January 9, 2024
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Meet Windows 11
Learn how to use the new features of Windows 11 and see what makes it the best Windows yet.
Upgrade your experience
Learn how to get Windows 11 on your current PC 4 , or purchase a new PC that can run Windows 11.
Need help transferring files, resetting a password, or upgrading to Windows 11? Explore the Windows support page for helpful articles on all things Windows. Have a specific issue you’re troubleshooting? Ask your question in the Microsoft Community.
Meet Copilot in Windows
Find the information and ideas you need to power your ingenuity. Copilot in Windows 6 is an AI feature that allows you to get answers fast and ask follow-up questions, get AI-generated graphics based on your ideas, and kickstart your creativity while you work. Get to know Copilot in Windows, your new intelligent assistant.
Sync your PC & phone
Microsoft Phone Link makes it possible to make calls, reply to texts, and check your phone’s notifications from your PC 5 .
Find the right fit
Explore a selection of new PCs, or get help selecting the best computer for your unique needs.
Better together
Discover the Windows 11 experiences built to bring your favorite Microsoft tools to life.
Microsoft Store
The apps you need. The shows you love. Find them fast in the new Microsoft Store. 1 2
Microsoft Edge
Make the most of your time online with the browser built for Windows.
Microsoft 365
Maximize your productivity with easy-to-use Windows 11 multitasking tools built to work with the Microsoft apps you use every day. 3
Looking for more?
Get help with your transition to Windows 11, and make the most of your Windows experience.
Get Windows 11
Intuitive. Easy. Faster than ever. Experience all Windows has to offer. 4
Get Microsoft news and updates
Subscribe to our newsletter to get the latest news, feature updates, how-to tips, deals and more for Windows and other Microsoft products.
Become an insider
Register with the Windows Insider Program and start engaging with engineers to help shape the future of Windows.
- 1 Screens simulated. Features and app availability may vary by region.
- 2 Some apps shown coming later. Certain apps only available through Microsoft Store app in Windows 11.
- 3 Microsoft 365 subscription sold separately.
- 4 Windows 11 upgrade is available for eligible PCs that meet minimum device specifications . Upgrade timing may vary by device. Internet service fees may apply. Features and app availability may vary by region. Certain features require specific hardware (see Windows 11 specifications ).
- 5 Phone Link experience comes preinstalled on your PC with Windows 10 (running Windows 10, May 2019 Update at the least) or Windows 11. To experience the full functionality, Android phones must be running Android 7.0 or later. Phone Link for iOS requires iPhone with iOS 14 or higher, Windows 11 device, Bluetooth connection and the latest version of the Phone Link app. Not available for iPad (iPadOS) or MacOS. Device compatibility may vary. Regional restrictions may apply.
- 6 Copilot in Windows (in preview) is available in select global markets and will roll out starting in summer 2024 to Windows 11 PCs in the European Economic Area. Copilot in Windows 10 functionality is limited and has specific system requirements . Learn More .
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Vcasmo is a unique presentation tool -- it's a multimedia solution that enables users to synchronize a video and slideshow, side by side. Sales and marketing pros love Vcasmo because it supports playback in three forms: browser, mobile, and iPad. Pricing: Free; Standard, $10.99/month; Professional, $16.99/month. 22.
Template 3: Customer Service Toolkit PPT Template. Download this customer service toolkit presentation. If you want to equip your customer service team with a service toolkit to improve customer satisfaction levels, reduce customer churn, and build long-term customer loyalty, this PPT Template is an ideal pick.
You need high-quality business presentation software to take your slides to the next level. Some of the best presentation software include Visme, Haiku Deck, Prezi, Microsoft PowerPoint, Canva and Google Slides. In this comparison guide, we'll analyze each of these tools and many more to understand what the difference is between them so you ...
Unlike customer satisfaction, customer success is not a measure of how well a product or service meets customer expectations. Customer success occurs when client expectations are met through their interactions with a company. They might love a product but despise the customer experience, which definitely can impact repeat business.
Tool #4: Color Themes. While many of the presentation themes and templates come with an already established color scheme, absolutely nothing is set in stone. You can switch out the color of every item in your presentation to match your company or your topic. One great presentation tool that Visme has is color themes.
Customer support Quickly route tickets and responses. Data management Connect app data for more insights. ... The newest crop of online presentation tools go way beyond the classic slideshow experience, with new features to keep your audience's attention, streamline the creation process with AI, and turn slide decks into videos and interactive ...
Choose a design from our presentation templates or create your own from scratch. Customize your presentation with colors, fonts, and key information. Add animations, videos, images, illustrations. Use assets and other media content from your Brand Kit (Pro) to stay consistent with your business or school brand.
The 10 Best Presentation Tools to Use in 2024. 1. ClickUp. ClickUp stands out as a versatile tool for crafting engaging and creative presentations. Using ClickUp's Presentation Templates, users can effortlessly build compelling narratives for any audience. In addition, ClickUp's Whiteboard is a unique collaborative workspace, allowing users ...
KnowledgeOwl. Best customer service tool for teams that need a standalone knowledge base. If your company only needs a knowledge base, then a standalone tool like KnowledgeOwl could be a helpful addition to your tech stack. The platform lets teams create customizable knowledge bases with the help of a WYSIWYG editor.
A good sales presentation is more than a simple pitch, a demo or a list of facts and figures. Done well, at the right time in your sales process, it's a tool for getting your prospects' attention, drumming up excitement and moving prospects toward a buying decision.. In this guide, you'll learn how to use the power of storytelling to drive decision-making and close more deals.
Download Presentation Templates. Now that you've completed customer onboarding, your focus shifts towards the desired outcome and executing the defined action items within the success plan. Depending on the client, you may want to have this type of meeting on a bi-weekly/monthly basis. Agenda. Open Items - This is intended for a status update ...
4 Incorporate visuals. Visuals are a powerful way to enhance your sales presentation and make it more appealing and memorable. Visuals can help you explain complex concepts, showcase data ...
Online presentation tools can help you update and refine your customer persona by allowing you to easily access, edit, and modify your data, templates, and visuals.
Then, create seven to eight headline points from each paragraph that form the basis of your slide headers. . Your story should then fit neatly in the speaker's notes of the presentation. Done well, you have a key point to build each slide around and narrative detail that you can refer to as you add visuals.
7 Types of Slides to Include In Your Sales Presentation. The "Before" picture: No more than three slides with relevant statistics and graphics. The "After" picture: How life looks with your product. Use happy faces. Company introduction: Who you are and what you do (as it applies to them).
18: Connecting your sales associates to drive customer engagement and satisfaction. There are a many "real world" problems in the retail and ecommerce space — especially when it comes to customer engagement. Google has provided a short tutorial about how Chrome can help alleviate many of these scenarios.
6. Emphasize customer success: Showcase how your product or service contributes to the customer's success. Customer success is a crucial element of a good onboarding process. . 7. Include checklists and milestones: Adding a checklist and milestones in your presentation keeps customers on track and helps them visualize their progress.
Visme Forms, Typeform, UserReport and Crowdsignal are key sales customer feedback tools. Demo, Onboarding and Presentation Tools. Demo and presentation tools help sales teams create polished, interactive content for more engaging, successful sales demos and presentations. With real-time analytics and remote presentation capabilities, these ...
Free with Zoho account; part of Zoho Workplace bundle starting at $2.50/user/month. 8. SlideDog. SlideDog is a presentation tool that allows you to combine different types of media, such as PowerPoint slides, PDFs, videos, and web content, into a seamless presentation experience. Key Features: Combine different media.
4. Zendesk. Rating: 4.7/5 ⭐️ ( 1,495+ reviews) Zendesk's help desk solution allows businesses to streamline customer support, boost satisfaction, and enhance response times. This is an all-in-one customer success automation with multiple integrations including social media, email, web widgets, and messaging platforms.
1. Userpilot. Via: Userpilot. If you're looking to find a balance between customer retention and acquisition for your SaaS business, Userpilot can be a great customer segmentation tool to leverage! This platform boasts advanced segmentation options grounded in product usage analytics.
Customer relationship management software. Customer relationship management (CRM) software lets you store information about your customers and your interactions with them. You can track purchases, phone calls, emails, and complaints from a customer. A CRM can also store a customer's contact and demographic information. Brought to you by.
It helps speed up my workflows and keeps the events on time. The option to give moderators and event producers a link for timers is a great feature. I'm very happy with the support and customer service. I recommend these tools for anyone who asks about solutions for presentation-switching and timers. - Truls Skæveland, Eventi AS, Norway
Mission. The Purdue On-Campus Writing Lab and Purdue Online Writing Lab assist clients in their development as writers—no matter what their skill level—with on-campus consultations, online participation, and community engagement. The Purdue Writing Lab serves the Purdue, West Lafayette, campus and coordinates with local literacy initiatives.
5 Phone Link experience comes preinstalled on your PC with Windows 10 (running Windows 10, May 2019 Update at the least) or Windows 11. To experience the full functionality, Android phones must be running Android 7.0 or later. Phone Link for iOS requires iPhone with iOS 14 or higher, Windows 11 device, Bluetooth connection and the latest ...