If you're in B2B sales, you already know two things: buyers tune out generic pitches, and customizing every deck is a time sink. The good news? There are smarter ways to personalize without burning out or relying on “AI magic.” This guide is for anyone who wants to actually connect with prospects—and see better results—using a tool called Sharefable.
Let’s skip the fluff. Here’s how to make your sales presentations feel like they were built just for your prospects, while actually saving time.
Why Personalization Matters (But Don’t Overdo It)
Everyone’s talking about “relevance.” That’s because buyers are tired of canned slides and copy-paste emails. Still, you don’t need to reinvent the wheel for every pitch. The trick is to personalize just enough to show you understand their business, without getting bogged down.
What actually works: - Referencing something specific about the prospect’s company, recent news, or pain point. - Swapping in case studies or use cases that match their industry. - Custom intros and closing slides.
What to skip: - Deep-dive research that never makes it into your deck. - Over-designed one-off presentations that take hours (and usually get skipped over anyway).
Personalization is about focus. The right details, not every detail.
What Sharefable Is (and Isn’t)
Sharefable is a SaaS tool that lets you create, customize, and share interactive sales presentations. It’s built to help you swap out content, personalize sections, and track engagement—all without wrestling with PowerPoint or emailing giant files.
Sharefable is good for: - Quickly tweaking presentations for each prospect. - Embedding video, links, and interactive elements. - Tracking who’s viewed your deck (and what they spent time on).
But it’s not: - An AI that magically writes your pitch for you. - A replacement for knowing your customer. - A silver bullet for bad sales processes.
Use it as a tool—not a crutch.
Step 1: Build a Solid, Modular Base Deck
Before you think about personalization, create a “base” deck in Sharefable. This is your core story—the stuff that applies to most prospects, no matter who they are.
What your base deck should include: - Your value proposition (in plain English) - A few flexible case studies or use cases - Product or service overview - Contact info and next steps
Pro tips: - Keep sections modular. Each slide or section should stand alone, so you can swap things in or out without breaking the flow. - Use simple layouts. Sharefable makes it easy to drag-and-drop, but don’t get carried away with design—buyers care more about clarity than slick visuals. - Limit jargon. If your mom wouldn’t understand it, rewrite it.
What to avoid:
Don’t try to make a “universal” deck that covers every possible scenario. It’ll end up bloated and confusing.
Step 2: Identify Where Personalization Counts
Not every slide needs to change. Focus on the spots that actually move the needle.
The high-impact places to personalize: - Intro slide: Mention their company name, recent news, or something you genuinely noticed about them. - Pain points: Swap in slides/examples that match their industry or challenge. - Case studies: Pick stories that look like them (same sector, similar size, etc.). - Solution fit: If you have a feature or service that directly addresses their problem, highlight it—don’t bury it.
How to find what matters: - Use LinkedIn, company websites, and recent press releases. Don’t overthink it—one or two details are plenty. - Look for “trigger events”: funding rounds, new hires, product launches, or public challenges.
Skip:
Personalizing for its own sake. If the only thing you change is their logo, it’s not worth the effort.
Step 3: Use Sharefable to Personalize Fast—Without Losing Your Mind
Here’s where Sharefable earns its keep.
1. Clone Your Base Deck
- Duplicate your modular base deck inside Sharefable. This keeps the original safe and lets you experiment.
2. Edit Key Sections
- Update the intro, pain point slides, and case studies based on your research.
- Drag in new sections or swap out irrelevant ones. Sharefable’s interface actually makes this fast (no, really).
- Drop in the prospect’s logo if it adds value, not just to fill space.
3. Add Interactive Elements (If They Help)
- Short videos, product demos, or clickable links can boost engagement. But don’t force it—if you don’t have a good video, skip it.
- Use interactivity to clarify, not distract.
4. Double-Check for Mistakes
- Make sure names, logos, and details are correct. Nothing kills credibility faster than the wrong company name.
- Preview the deck as your prospect will see it.
5. Generate a Custom Link
- Sharefable gives you a unique link for each deck, so you can track who opens it and how they interact.
- Use this data to follow up—“I noticed you spent time on our pricing slide…” works better than a generic check-in.
What to ignore:
Don’t waste time endlessly tweaking colors or transitions. Most buyers are viewing on laptops or phones, not a big screen.
Step 4: Send It Smart—and Follow Up with Context
Sending your personalized presentation is only half the game. The real power is in how you follow up.
- Reference what you personalized: “I included a case study from your industry on slide 7…” shows you did your homework.
- Use Sharefable’s analytics. If they spent five minutes on one slide, ask if they have questions about that section.
- Keep your follow-ups short and specific. Nobody wants a novel.
Don’t:
- Pounce immediately after they open the deck. Give them space to review.
- Send a calendar invite “to discuss next steps” unless they actually show interest.
What Works, What Doesn’t, and Where to Be Skeptical
What Works
- Personalizing with intent. One or two specific changes beat a dozen generic tweaks.
- Using Sharefable’s tracking to follow up with insight, not just reminders.
- Keeping decks short and focused.
What Doesn’t
- Over-designing or over-customizing. Most prospects won’t notice, and it eats up your time.
- Relying on automation for everything. If it feels lazy, it probably is.
Be Skeptical Of
- Claims that “AI will handle all your personalization.” The tech’s not there yet.
- Fancy features you don’t need. Stick to what moves deals forward.
Keep It Simple—Then Iterate
Personalization is about showing you care, not proving you can do Photoshop. Start with a strong base, personalize where it counts, and use Sharefable as a tool to make your life easier—not another thing to manage.
Test what works. Drop what doesn’t. Rinse and repeat.
More deals, less busywork. That’s the point.