If you sell to big companies, you know the old way of making sales decks doesn’t cut it. One-size-fits-all slides get ignored, and keeping slides updated turns into a nightmare. If you want to win enterprise deals, you need presentations that are dynamic, easy to update, and actually relevant to each client. That’s where Livepreso comes in. But, like any tool, it’s only as good as the process you set up.
This guide cuts through the fluff and shows you, step by step, how to create dynamic sales presentations in Livepreso that actually help your enterprise clients say yes. I’ll point out what works, what’s just hype, and how to avoid wasting time.
Step 1: Get Clear on What “Dynamic” Means for You
Before you start clicking buttons, decide what “dynamic” really means for your team and your clients. Is it just swapping out logos and names? Or do you want real-time data, localized content, or interactive demos?
What matters: - Personalization: Auto-populate client names, logos, industry stats. - Data-driven content: Pull in the latest numbers, case studies, or pricing. - Modular slides: Mix and match content blocks that fit each pitch. - Interactivity: Embed calculators, videos, or clickable demos.
What’s overkill: - “Dynamic” for its own sake. If it’s just adding animations or spinning logos, skip it. - Overcomplicating. If your reps can’t use it without a manual, they won’t.
Pro tip: Talk to your best sales reps. Find out what actually moves the needle in live meetings. Build for that, not for show.
Step 2: Set Up Your Core Content Library in Livepreso
Livepreso lives or dies on the quality of your content library. If it’s a mess, your presentations will be too.
How to do it:
- Audit your existing decks.
- Collect your best-performing presentations. Ditch the junk.
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Look for slides that get reused or requested the most.
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Break content into modules.
- Think of each slide or section as a “block” you can reuse.
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Typical modules: About Us, Industry Challenges, Product Demos, Case Studies, Pricing, Testimonials.
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Create master templates.
- Set up brand-approved templates for each module.
- Lock down elements that shouldn’t change (logos, fonts, disclaimers).
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Leave placeholders for dynamic content (client name, stats, etc.).
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Load everything into Livepreso’s library.
- Upload images, videos, PDFs, and slide templates.
- Tag everything clearly—no one wants to hunt for “Q2-2022-final-v7.pptx”.
What works: - Clean, well-labeled modules = faster, easier assembly later. - Locking master slides avoids embarrassing mistakes. - Templates that are 80% done save tons of time.
What doesn’t: - Dumping all content in one folder and hoping search will save you. - Letting everyone upload “their” version of slides. Chaos awaits.
Step 3: Set Up Dynamic Fields and Data Sources
This is where Livepreso gets powerful—but also where most teams screw it up.
Here’s the deal:
- Identify what should be dynamic.
- Obvious: Client name, logo, industry, sales rep.
- Useful: Latest usage stats, pricing, tailored case studies.
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Tempting but risky: Anything requiring a lot of manual data entry (it won’t get done).
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Connect your data sources.
- CRM (like Salesforce or HubSpot) for client info.
- BI tools or spreadsheets for usage data or metrics.
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Static lists for things like industry verticals or regions.
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Map fields to your templates.
- Use Livepreso’s dynamic placeholders (e.g., {{ClientName}}, {{Industry}}).
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Test each field—broken data looks worse than generic slides.
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Decide what’s auto-filled vs. editable.
- Auto-fill anything you can—less room for human error.
- Let reps tweak where a human touch matters (custom messages, stories).
What works: - Automating the boring stuff (logos, stats) so reps can focus on selling. - Limiting “required” manual entry fields to avoid friction.
What doesn’t: - Relying on reps to enter everything manually—won’t happen. - Overcomplicating with too many data sources. If it breaks, no one fixes it.
Step 4: Build Your Dynamic Templates
Now it’s time to put your blocks and data fields together into something reps can actually use.
How to do it:
- Assemble a master presentation template.
- Use your core modules as building blocks.
- Insert dynamic fields where needed.
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Keep the order logical for your typical sales process.
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Add interactive and rich media elements (if they matter).
- Only add videos, calculators, or demos if they help close deals.
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Make sure they work on the devices your reps actually use.
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Set up “guardrails.”
- Lock down legal or compliance slides so they can’t be removed.
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Restrict editing of certain slides to admins or marketing.
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Preview with real data.
- Test with sample clients to make sure everything fills in correctly.
- Check for embarrassing slip-ups (wrong name, missing logo, broken links).
What works: - Keeping slides modular so reps can hide or show sections as needed. - Legal/compliance guardrails—no one likes getting yelled at by Legal.
What doesn’t: - Making it so rigid that reps can’t adapt to the conversation. - Overloading with fancy features just because you can.
Step 5: Train Your Team—But Keep It Simple
No tool works if your team ignores it. The more you ask them to remember, the less they’ll use.
How to roll it out:
- Host a short, hands-on training. Show how to build, personalize, and present from Livepreso.
- Give cheat sheets or quick videos. One-pagers beat 60-minute tutorials.
- Focus on “what’s in it for me.” Show reps how Livepreso saves them time and helps close deals.
- Set up a feedback loop. Ask what’s working, what’s broken, and what they wish they had.
What works: - Training that’s short and practical. - Making updates and improvements based on real rep feedback.
What doesn’t: - Forcing everyone into long webinars. - Assuming everyone will “just figure it out.”
Step 6: Keep Everything Up to Date (Without Losing Your Mind)
Outdated slides kill deals. But constant updates can turn into a headache.
How to stay sane:
- Assign ownership. Someone (usually marketing or sales ops) needs to own the content library.
- Set regular review cycles. Quarterly is good enough for most teams.
- Automate what you can. Pull live data wherever possible so numbers are always current.
- Communicate updates clearly. Let reps know when something changes—don’t make them guess.
Pro tip: If a slide hasn’t been updated in a year, kill it or update it. Old case studies and pricing are worse than none at all.
Step 7: Iterate Based on What Actually Works
The first version won’t be perfect. That’s fine.
- Track usage. See which modules get used and which get ignored.
- Ask for feedback. Reps know what lands with clients and what flops.
- Trim the fat. If a section isn’t helping close deals, cut it.
What works: - Leaning into what’s actually used and dropping the rest. - Making small, regular improvements rather than big overhauls.
What doesn’t: - Building a monster deck that tries to do everything for everyone. - Waiting for “perfect”—just get started and refine.
Final Thoughts: Keep It Simple and Iterate
Dynamic sales presentations in Livepreso can save you time and help you look sharp—if you keep things simple. Don’t get sucked into overengineering or chasing shiny features. Start with the basics, make it easy for your team, and improve as you go. The best presentations are the ones your team actually uses, and your clients actually remember.