Most B2B sales teams know this pain: you’ve got a buyer journey map somewhere, but in reality, every prospect takes a slightly different path. The “linear funnel” is a myth. If you’re using Prezcall to demo, pitch, or educate your clients, you’ve probably noticed it’s built for customization—but the options can get overwhelming fast.
This guide is for sales and marketing folks who want to set up real, useful buyer journeys in Prezcall. Not just pretty slides, but experiences that actually help B2B clients move forward (and make your team look sharp). I’ll walk you through the steps, flag what matters, and point out what’s just window dressing.
1. Get Clear on Your Buyer Journey (Don’t Skip This)
Before you touch Prezcall, map out your actual buyer journey for your B2B clients. Not the ideal one you wish for—the messy, real one.
Why? Prezcall is powerful, but it can’t fix confusion or wishful thinking upstream. If you don’t know your stages, your customization will just be guesswork.
Practical steps: - Identify the key stages. For B2B, usually: Awareness, Consideration, Evaluation, Decision, Post-Sale. - Write down the main questions or objections buyers have at each stage. - Note who’s usually involved (end users, IT, procurement, execs, etc.). - Keep this simple. One page, max. If you need more, you’re overcomplicating it.
Pro tip: Ask your sales team where deals actually get stuck. That’s where your customization should focus.
2. Set Up Core Buyer Journeys in Prezcall
Now, jump into Prezcall and set up the basic paths. Don’t get lost in fancy features—start with the bones.
How to do it: 1. Create a master journey template. This is your “default path” for most buyers. 2. Break it into sections or chapters. Each should match a stage in your real buyer journey (see above). 3. Add content for each section. Use Prezcall’s slides, videos, or interactive elements, but don’t overload it. Keep each section focused on one goal or question.
What works: - Limiting each section to what’s essential for that stage. Don’t drown buyers in info. - Using Prezcall’s branching tools sparingly. Branches are great when a decision point actually changes the conversation, not for every minor preference.
What to ignore: - Over-customizing for every tiny persona. Stick to your top 2-3 buyer types or industries at first. - Heavy branding or animations. B2B buyers want clarity, not a theme park.
3. Customize for Different Stakeholders
B2B deals usually involve a small army of people—each with their own concerns. Prezcall lets you tailor the journey for each, but you don’t need to reinvent the wheel.
Steps: 1. Identify your key personas. Usually: Economic Buyer, Technical Buyer, End User. 2. Duplicate your master journey and tweak content for each persona. Focus on: - Slides or sections that matter to them (e.g., security for IT, ROI for execs). - Cutting sections that don’t. Don’t make an executive sit through technical deep-dives. 3. Use Prezcall’s conditional logic to hide or show sections based on role.
Honest take: If you try to build a journey for every possible stakeholder, you’ll never finish. Start with the ones who actually have veto power, then expand if needed.
4. Add Decision Points and Branches (But Don’t Overdo It)
Prezcall’s branching is powerful—used right, it feels like a choose-your-own-adventure for buyers.
How to use it well: - Add branches at real decision points: “Are you cloud-based or on-prem?” “Do you need integration with X?” - Keep paths clear. Don’t let buyers get lost in a maze of options. - Use Prezcall’s analytics to see if buyers are dropping off at certain branches—if so, simplify.
What doesn’t work: - Branching for the sake of it. If a branch doesn’t change the outcome or next steps, skip it. - Letting marketing go wild with “personalization” that just adds noise.
5. Personalize Content Without Going Nuts
Personalization helps, but only if it’s relevant. Prezcall can pull in dynamic content, names, logos, whatever—but don’t let this slow you down.
What’s worth doing: - Swap in the client’s logo or industry examples. - Reference their top challenges (use what sales learns in discovery). - Short intro videos from your actual sales team—not generic stock.
What’s not: - Hyper-customizing every single asset. Scale matters in B2B. - Fake personalization (“Hi [FirstName], here’s a journey just for you!”) that comes off as lazy.
6. Test Your Journeys—With Real People
You can build a perfect journey in Prezcall, but unless you test it, you’ll miss what doesn’t land.
How to test: - Run through each journey yourself. Pretend you’re the buyer. Where do you get bored or lost? - Have a few sales reps use the journeys on real calls. Get their no-BS feedback: what works, what’s clunky, what’s missing? - If possible, watch an actual buyer navigate it live. You’ll spot gaps fast.
Ignore: - Internal “approvals” from people who don’t sell or interact with clients. Their feedback isn’t as useful as your frontline team’s.
7. Use Analytics to Improve—But Don’t Chase Vanity Metrics
Prezcall’s analytics give you data on what buyers click, where they drop off, and what gets ignored.
What to look for: - Which sections buyers skip or linger on. - Where most drop-offs happen. - Patterns by industry or persona.
How to use it: - Cut or rework slides that get skipped. - Shorten or clarify any section with high drop-off. - If a branch is never used, kill it.
Don’t get sucked into: - Obsessing over every click. Focus on outcomes—are deals moving forward? - Trying to make everyone view every slide. That’s not how B2B buying works.
8. Keep Iterating—Don’t Wait for Perfect
The best Prezcall buyer journeys are never “done.” They evolve with your deals.
Quick wins: - Schedule a quarterly review. Have sales and marketing look at the data and suggest tweaks. - Update slides as your product or messaging changes—don’t wait for a full overhaul. - Document what works and why, so new team members don’t repeat past mistakes.
Reality check: Most teams stall out waiting for a “final” version. Ship what’s good enough, then refine as you go.
Final Thoughts
Customizing buyer journeys in Prezcall isn’t about chasing every feature—it’s about making it easier for real B2B buyers to get the info they need (and for your team to close the deal). Start simple, focus on your top buyer types, and use feedback to improve. Don’t let “personalization” become a time sink. The best journeys are clear, relevant, and easy to tweak. Launch, learn, and keep it moving.