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Annual Sales Presentation Template

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Annual Sales Presentation

Transcript: They informed us that the quoted price was too high Opportunity Takeaway They were treated well and made to feel like they were an important new customer They are a high dollar offshore oil customer Shaun Gray initiated contact with Hiller and negotiated well enough to convince them to visit WC Action Dave Schweiger gave them a great tour of the facility, and they were "WOW'd" by the near net shaped product line Hiller was looking for new suppliers for their decanter-style centrifuges There is potential for orders in the near future Convincing them to tour and then rolled out the red carpet for them RADOIL Above and Beyond The specifications and units were interpreted and converted into the proper format We put the customer's needs first and delivered on our promises There is no substitute for hard work and perseverance RADOIL and HILLER They are a $500,000 annually potential customer Radoil was impressed with the proposed price and quality of the parts in question Worked with Radoil to help make sure the wrought specifications were satisfied with the as-cast tubes that were ordered Action We provided them with a quote for a rough machined part Situation Technical support was supplied by Sandusky engineers and samples were sent to Radoil Hiller is a dynamic and expanding German company Result HILLER PLUS 1 All of their specifications were in German and all of their units required conversion Radoil's customer is National Oilwell Varco They make a many different types of centrifuges Result The parts shipped and performed well so far Radoil specializes in depth compensated accumulators HILLER Hiller placed an order for five trial parts from WC to be put into varied centrifuge applications At the end of the meeting, they placed a 1.2 million dollar order for the as-cast version of the tubes RADOIL PLUS 1 Samples were sent to Radoil for review with their engineers Opportunity Addressed Challenges and Conquered Radoil wanted to utilize the cast alternative to wrought pipe There is a potential for improved relations Jason Kay remained in contact with the customer and proposed that they look at as-cast tubes instead Situation

Sales Template

Transcript: Sales Monthly Sync Up Defining Success Defining Success Component 1 Component 2 Component 3 Continue Continue Item 1 Item 1 Item 2 Item 2 Item 3 Item 3 Stop Stop Start Start Where We Stand Where We Stand Current Standings Current Standings 43.4% 10.2% Q3 vs Q4 YoY Quarterly Sales Summary Quarterly Sales Summary 15% 37% 9% 2% Wins Wins Initiatives Initiatives Top Performers Top Performers Karl Jonvestein Q4 Best Performing Sales Rep New Business New Business Losses Losses Failed Initiatives Failed Initiatives Lost Businesses Lost Businesses Missed Opportunities Missed Opportunities Takeaways Takeaways Closing The Gap Closing The Gap Proposal Proposal Initiative 1 Initiative 1 Initiative 2 Initiative 2 Initiative 3 Initiative 3 Risks Risks Risk 1 Risk 1 Risk 2 Risk 2 Risk 3 Risk 3 Risk Management Risk Management Benefits Benefits Benefit 1 Benefit 1 Benefit 2 Benefit 2 Benefit 3 Benefit 3 The Forecast The Forecast The Sales Funnel The Sales Funnel Projections Projections The Action Plan The Action Plan Scope Scope Initiative 1 Initiative 1 Initiative 2 Initiative 2 Initiative 3 Initiative 3 Resources Resources Budget Budget Stakeholders Stakeholders Stakeholder 1 Stakeholder 1 Stakeholder 2 Stakeholder 2 Stakeholder 3 Stakeholder 3 Time Time Next Steps Next Steps Step 1 Step 1 Step 2 Step 2 Step 3 Step 3

Annual sales

Transcript: SALES REPORT Your Company Name Summary Summary Sales YTD Analysis Pipeline Pipeline Sales by Region America Sales by Region Europe Asia Sales Rep Name Sales Leaderboard Sales Leaderboard Sales YTD Lead Report Lead Report GAP Exports GAP Business Analysis - 2015 to 2016 Yearly Gap Business 2015 2016 Percentage Change 1,860,287 2,524,160 é 36% Division Q1 '15 Q1 '16 Percentage Change GAP BR 132,050 51,776 GAP Adults 143,377 290,795 GAP KB 10,903 88,198 GAP Outlet 52,493 29,466 GAP ON 435,650 154,477 Total Gap Business 774,473 614,712 ê -21% Average Price $3.56 $2.96 Division Q2 '15 Q2 '16 Percentage Change GAP BR 54,375 8,000 GAP Adults 90,627 135,618 GAP KB 2,200 290,848 GAP Outlet 0 28,619 GAP ON 140,599 276,626 Total Gap Business 287,801 739,711 é 157% Average Price $3.86 $3.04 Division Q3 '15 Q3 '16 Percentage Change GAP BR 29,320 0 GAP Adults 179,903 37,965 GAP KB 2,290 149,411 GAP Outlet 8,499 0 GAP ON 57,500 505,075 Total Gap Business 277,512 692,451 é 150% Average Price $3.63 $2.96 Division Q4 '15 Q4 '16 Percentage Change GAP BR 28,128 0 GAP Adults 288,114 17,064 GAP KB 44,160 165,361 GAP Outlet 0 28,289 GAP ON 160,099 266,572 Total Gap Business 520,501 477,286 ê -8% Average Price $3.02 $2.79 Lead Volume Lead Sources Lead Sources Wins & Losses Wins & Losses Wins Wins Losses Losses Sales by Region GAP Exports GAP Business Analysis - 2015 to 2016 Yearly Gap Business 2015 2016 Percentage Change 1,860,287 2,524,160 é 36% Division Q1 '15 Q1 '16 Percentage Change GAP BR 132,050 51,776 GAP Adults 143,377 290,795 GAP KB 10,903 88,198 GAP Outlet 52,493 29,466 GAP ON 435,650 154,477 Total Gap Business 774,473 614,712 ê -21% Average Price $3.56 $2.96 Division Q2 '15 Q2 '16 Percentage Change GAP BR 54,375 8,000 GAP Adults 90,627 135,618 GAP KB 2,200 290,848 GAP Outlet 0 28,619 GAP ON 140,599 276,626 Total Gap Business 287,801 739,711 é 157% Average Price $3.86 $3.04 Division Q3 '15 Q3 '16 Percentage Change GAP BR 29,320 0 GAP Adults 179,903 37,965 GAP KB 2,290 149,411 GAP Outlet 8,499 0 GAP ON 57,500 505,075 Total Gap Business 277,512 692,451 é 150% Average Price $3.63 $2.96 Division Q4 '15 Q4 '16 Percentage Change GAP BR 28,128 0 GAP Adults 288,114 17,064 GAP KB 44,160 165,361 GAP Outlet 0 28,289 GAP ON 160,099 266,572 Total Gap Business 520,501 477,286 ê -8% Average Price $3.02 $2.79 Sales by Region

Sales Template

Transcript: What the Award Winning Holiday Inn Battle Creek Can Do for (Company Name)! Conveniently located moments away from I-94 for easy access to all Battle Creek has to offer. Complimentary WiFi throughout the entire hotel. Business Center on the main floor. Guest Self-Laundry on 3rd floor Off-Site Dry Cleaning available Mon.-Fri. On-Site Fitness Center Passes available to Feeling Fit Fitness In-door Heated Pool set to 84 degrees Teri Pearce Corporate Sales Manager Holiday Inn Battle Creek 12812 Harper Village Dr. Battle Creek, MI 49014 D: 269-589-9530 P: 269-979-0500 F: 269-979-0501 E: teri.pearce@focushotels.com Company Logo Here Walmart Meijer Kohl's Menards Executive Boardroom Free WiFi Iron with Ironing Board Coffee Maker Complimentary Parking Around Entire Building Perfect blend of Old-World traditional hospitality and contemporary design with modern amenities. With more than 5,000 sq. ft. of meeting space. Full-Service restaurant, Cereal City Grill, located off lobby. Open for breakfast and dinner daily. Restaurant, Lounge, and Patio Types of Events: *Trainings *Receptions/Dinners *Seasonal/Annual Parties *General Meetings *Conferences *Ceremonies *Auctions *Tournaments *Fundraiser Events Etcetera Best Buy Rue 21 Macy's JC Penney's Harvest Ballroom IHG Rewards Club *Absolutely Free *Points Never Expire *Earn on Room Rate and Restaurant Charges *Redeem for Free Night Stays or Merchandise IHG Meeting Rewards Program *Attach IHG Rewards Number to Participate *3 Points/Dollar on Room Rental *2 Points/Dollar on Catering Charges Located minutes away from more than 50 retail outlets. 120 beautifully appointed guest rooms, including; family suites and executive suites

WCT Sales Presentation Template

Transcript: Central Europe Vienna Salzburg April 27: Salzburg - Sound of Music Tour - Salzburg/Performance Cuenca Vienna, Austria Performance Tour to Austria Rouen April 24: Vienna Prague California Bath Derry Thank you for traveling with Salzburg Festspielhaus Figueres $2,799 P/P Dbl. Occ. (Plus Air Taxes Exceeding $450, Pending Air Confirmation) Check-in to hotel in Salzburg Temperatures range from 41*-60* F in April Home to one-fourth of the Austrian population Also home to the highest waterfall and the oldest carousel in the world Spain Argentina April 28: Arrive Boston 7:55pm Mont St. Michel St. Charles' Church Pienza Valencia Washington, D.C. France Cabo da Roca Haus der Musik Beijing Oxford Philadelphia Versailles Stratford-upon Avon Getreidegasse Connemara St. Petersburg April 23: Vienna/Performance Tallinn Hotel Europa Mondsee Riga Normandy April 22: Arrive Zurich 10:55am; depart Zurich 12:35pm Pompeii Portugal Coimbra Oporto Estoril Tandil Schönbrunn Palace/Performance April 25: Potential Performance, Recital at Melk Abbey Killarney Stockholm Savannah Capuchin Church San Gimignano Mar del Plata Dublin Dinner together at local restaurant Sorrento Sintra Florence Monserrat China Montreal Melk Abbey/Recital Charleston Klaipeda Caen Sitges Montalcino Italy Toledo Dinner together this evening United Kingdom Budapest Salzburg, Austria April 23: Potential Performance, Chapel of Schönbrunn Palace Montecatini Buenos Aires Quebec City Baltics Tarragona Belfast Shanghai April 27: Potential Performance, Salzburger Dom Mozart's Birth House Glendalough Barcelona Siena Yangtze River Hofburg Palace Tour Inclusions Vienna - 3* Free internet access Easy access to city highlights Amalfi Vilnius April 26: Salzburg/City Tour - Hallein Salt Mines - Salzburg April 21-28, 2014 Dover Roundtrip Airfare Six (6) Nights Accommodation Luxury Motor Coach Tour Manager Throughout Three (3) Performances Including One (1) Recital Breakfast Daily Welcome Dinner Two (2) Additional Dinners Farewell Dinner Sightseeing per Itinerary Standard A+ Travel Insurance Air Taxes Up To $450 Gratuities to Tour Manager, Driver & Local Guides Paris April 22: Arrive Vienna 1:55pm April 28: Depart Munich at 2:05pm April 25: Vienna - Melk/Recital - Salzburg Boston Naples Belmont High School Choir Star Inn Hotel Wien Schönbrunn Girona Lucca St. Peter's Abbey Temperatures range from 41*-59* F in April Salzburg is the birthplace of Wolfgang Amadeus Mozart, and is the fourth-largest city in Austria Madrid April 21: Depart Boston 9:45pm Rome Performance at Salzburger Dom Chongqing Sicily Have a safe and enjoyable journey! New York City Capri Canada Leopold's Castle Burren London Chicago Pisa Nanjing Chartres Farewell Dinner at local restaurant Salzburg - Superior 3* Walking distance to Mirabell Gardens Internet available Prater Park Canterbury Xi'an Helsinki Ireland Views of St. Gilgen on Lake Wolfgang Nonnberg Abbey Hallein Salt Mines Cascals Lisbon Welcome Dinner at hotel Stonehenge Galway

Sales Template

Transcript: Overall reach is longer-lasting vs. Finished Product By the end of the Discovery Phase, you will: Total cost: $100k Have a definitive budget for production DEFINE YOUR WHY It tackles the "why", so to speak, by showing what every athlete dreams of being...and they just happen to be wearing Under Armour. Advertising vs. Forced content Call to action is far less aggressive "That's me. I should do business with these guys?" Have a clear understanding of the style of the video Production DISCOVERY PHASE PRODUCTION PHASE It is a feeling. A brand is more than a name, logo, or look. We want them to relate to what they see. This is the most important part of creating a successful video. This is the part where we are extremely intentional in developing a plan that will drive results. Informs public about a product or service Under Armour "I Will" Campaign Communicates deals and special offers The Drive Media House Way! production phase We work through a two-phase process: VISION? Although this commercial shows a lot of Under Armour product, that's not what sells it. This commercial is successful because it connects with its target audience: athletes. Know what, when, and where we plan to shoot Throughout this phase, we work with you to ensure we are always on the same page. We'll get every piece approved before progressing. By the end of the video, the viewer will understand not just what you sell but what is at the heart of your company Brand development & awareness We want an inner part of them to say: Have a complete and approved script and storyboard How big is your Telling your story OUR PROPOSAL Leads customers to make a direct purchase Boot Country Work Country Marketing When planning CONTENT, we always This is where we make it all happen. Goal is to increase sales in a more direct manner Documentary START WITH WHY. Total cost: $20k -? scenarios/locations -? final videos Relating this to ?, we believe that the key to get your audience in the door is NOT by focusing all of our attention on the "what" (which is ?), but rather on the "why" (which is the lifestyle). Have a fully developed concept and plan for your production Customer engagement Evoke emotion DISCOVERY PHASE for your story as we said, the why is the lifestyle. Downy + Febreze: "The Extra Hour"

Sales Template

Transcript: YOUR LOGO WORK DESK Your name goes here Date of the presentation You can add anything you want to summarize before getting started. Sales Figures 1 Sales Force Subtopic 1 Houston Houston Picture Dallas Subtopic 2 Subtopic 2 Chart Chart Timeline Timeline YEAR Topic 2 2 Subtitle 1 Subtitle 1 Topic 3 3 Subtitle 1 Subtitle 1 Topic 4 4 Subtitle 1 Subtitle 1

SALES TEMPLATE

Transcript: TITLE OF THE PRESENTATION LOGO WWW.WOWPREZI.COM FEATURES FRAME TITLE BENEFITS PRODUCT SALES TEMPLATE PROBLEM OR OPPORTUNITY

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