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PLATINUM
SILVER
BRONZE
ALLIES DINNER
HAPPY HOUR
How to Rock Your Next
Presentation and Demo
Sr. Director, Admin
Relations
Salesforce
@Jchiles211
Director, Admin
Marketing
Salesforce
@RebeccaSaar
Josie Chiles Rebecc...
Forward-Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995
This presentation may conta...
What Makes a Presentation Good?
Example 1
Example 2
What Worked? What Didn’t?
Discuss in groups of 3 for
5 minutes
Effective
Slides
Focused
Demo
The Right
Framework
Successful Presentations Rock to This Beat
Successful Presentations Rock to This Beat
The Right
Framework
Effective
Slides
Focused
Demo
Know Your Audience
End users Executives / Stakeholders Developers Admins
Find the right place to
start
Consider level of
knowledge
Reduce jargon
Frame Your Presentation
Find Your focus
What’s the one thing you want your audience to walk away knowing?
Include Key Story Attributes
Strong
title
Key
thesis
Logical
flow of ideas
Memorable
supporting
details
Conclusion or
call...
10 minutes
Exercise #1: Establish Audience & Focus
1. Identify your audience
2. Define main takeaway
3. Describe key attri...
Our Presentations Contain these Attributes
Title Main character
Supporting details
Thesis
Logical flow of ideas in slide t...
Leverage Common Story Frameworks
Framework Good For
Pain-Solution Customer pitch, first call deck
New Idea New technology ...
Pain-Solution Framework Overview
Situation 90% of the world’s data has been created in the last 12 months
Complication Les...
Outline Framework Overview
Example: Levers of Success
Diagram Graphic
1. Build
2. Market
3. Sell
4. Service Build Market S...
Hero’s Journey
Call to Adventure Excited by an opportunity
Superpower Discover a new skill
Challenges Put skills to the te...
Quiz Time!
Admin Webinar Introducing the
iPhone
Cleaning Product
Infomercial
Outline New Idea Pain-Solution
Frozen
Hero’s ...
5 minutes
Exercise #2: Choose Your Framework
Pain-Solution
New Idea
Best Alternative
Go to:
bit.ly/RockyMyPresoWorksheet
S...
Rebecca Saar
Director, Admin Marketing
Salesforce
@RebeccaSaar
Successful Presentations Rock to This Beat
The Right
Framework
Effective
Slides
Focused
Demo
In-Person
Keynote for presos
with visuals & large
screens
PPT if you’re using
someone else’s
computer
Online
Reduce
animat...
Translate Your Story Into Slide Titles
String together a story via
slide titles
Make them active, not
passive
Use Title Ca...
Build Your Slide To Support The Story
Focus on 1 point with minimal
supporting points per slide
Leverage Templates
Leave p...
Use Blue Boxing to Ensure Visuals Match Your Point
Get Real Detail Oriented
Use Paint Brush!
Crop To Shape
Adjust Within
Mask
same font
same size
same color
Top Align
Equall...
Cloudy’s Candies Operations this year
Cloudy’s Candys has had an interesting year. We have a lot to celebrate about. Gummy...
Check Before You Present
❏ Fix titles (title case)
❏ Evaluate subtitles
❏ Unify text treatment (fonts, font sizes, font co...
LeeAnne Rimel
Principal Admin Evangelist
Salesforce
@Leeanndroid
Successful Presentations Rock to This Beat
The Right
Framework
Focused
Demo
Effective
Slides
Follow the Demo Formula
Deliver Your Demo Seamlessly
Engage
Audience
Set expectations
Confirm understanding
Be the tour guide
Execute Your
Plan
Sl...
Implement Key Best Practices
Don’t demo in production!
Hide sensitive data
Preload everything you can:
● Bookmark links
● ...
10 minutes
Exercise #3: Write Your Formula
Business Need + Feature + Impact
Go to:
bit.ly/RockyMyPresoWorksheet
Check Before You Demo
❏ Restart your computer
❏ Turn off notifications & turn on do not disturb
❏ Quit all non-essential a...
Put It All Together
1. Created An Outline & 2. Turned It Into a Showflow
Intro
1 - story & structure
frameworks/story telling
It’s your turn: ...
4. Built Slides & Created Demo Click Path
5. Reviewed, Incorporated Feedback and Practiced!!
Effective
Slides
Focused
Demo
The Right
Framework
Successful Presentations Rock to This Beat
Practice Makes Perfect !
Tweet using:
#RockMyPreso
When and where you will put
these best practices into action?
Take the ...
Get on the Fast Track to Your Salesforce Admin Certification
Limited Time Offer: $99 Salesforce Proficiency Pack for Admin...
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How to Rock Your Next Presentation and Demo

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Whether you’re presenting internally to your company or if you are thinking about speaking at the next community group meeting, community conference or even Dreamforce, use these resources to learn best practices for developing an awesome presentation and demo that keeps your audience engaged, focused, and inspired.

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How to Rock Your Next Presentation and Demo

  1. 1. Thank you to our Sponsors PLATINUM SILVER BRONZE ALLIES DINNER HAPPY HOUR
  2. 2. How to Rock Your Next Presentation and Demo
  3. 3. Sr. Director, Admin Relations Salesforce @Jchiles211 Director, Admin Marketing Salesforce @RebeccaSaar Josie Chiles Rebecca Saar Speakers Principal Admin Evangelist Salesforce @Leeanndroid LeeAnne Rimel
  4. 4. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995 This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward- looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non- salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Website. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  5. 5. What Makes a Presentation Good? Example 1 Example 2
  6. 6. What Worked? What Didn’t? Discuss in groups of 3 for 5 minutes
  7. 7. Effective Slides Focused Demo The Right Framework Successful Presentations Rock to This Beat
  8. 8. Successful Presentations Rock to This Beat The Right Framework Effective Slides Focused Demo
  9. 9. Know Your Audience End users Executives / Stakeholders Developers Admins
  10. 10. Find the right place to start Consider level of knowledge Reduce jargon Frame Your Presentation
  11. 11. Find Your focus What’s the one thing you want your audience to walk away knowing?
  12. 12. Include Key Story Attributes Strong title Key thesis Logical flow of ideas Memorable supporting details Conclusion or call to action Main character
  13. 13. 10 minutes Exercise #1: Establish Audience & Focus 1. Identify your audience 2. Define main takeaway 3. Describe key attributes Go to: bit.ly/RockyMyPresoWorksheet
  14. 14. Our Presentations Contain these Attributes Title Main character Supporting details Thesis Logical flow of ideas in slide titles
  15. 15. Leverage Common Story Frameworks Framework Good For Pain-Solution Customer pitch, first call deck New Idea New technology or idea Best Alternative Internal or external business decision Springboard Story Call to action is open ended Outline Conveying complex information Hero’s Journey Invoke emotion and action
  16. 16. Pain-Solution Framework Overview Situation 90% of the world’s data has been created in the last 12 months Complication Less than 1% of that data has been analyzed Question How do we close this data divide? Answer Introducing Einstein Analytics. Analytics for everyone. Proof points Redwood Insurance empowers 15,000 reps with data at their fingertips Call to action Take the Trailhead Trail to learn more.
  17. 17. Outline Framework Overview Example: Levers of Success Diagram Graphic 1. Build 2. Market 3. Sell 4. Service Build Market Sell Service Build Market Sell Service Text
  18. 18. Hero’s Journey Call to Adventure Excited by an opportunity Superpower Discover a new skill Challenges Put skills to the test, unforeseen obstacles Abyss Failure, forced to reevaluate strategy Transformation Change or Tweak strategy Return to Adventure Inspired to try again
  19. 19. Quiz Time! Admin Webinar Introducing the iPhone Cleaning Product Infomercial Outline New Idea Pain-Solution Frozen Hero’s Journey
  20. 20. 5 minutes Exercise #2: Choose Your Framework Pain-Solution New Idea Best Alternative Go to: bit.ly/RockyMyPresoWorksheet Springboard Story Outline Hero’s Journey
  21. 21. Rebecca Saar Director, Admin Marketing Salesforce @RebeccaSaar
  22. 22. Successful Presentations Rock to This Beat The Right Framework Effective Slides Focused Demo
  23. 23. In-Person Keynote for presos with visuals & large screens PPT if you’re using someone else’s computer Online Reduce animation & reliance on visuals Internet connection Are you presenting online or in-person? Consider The Setting Are you presenting internally or externally? Internally Google or Quip Slides allow for easy, quick edits Externally PPT & Keynote allow you to add more polish
  24. 24. Translate Your Story Into Slide Titles String together a story via slide titles Make them active, not passive Use Title Case titlecaseconverter.com
  25. 25. Build Your Slide To Support The Story Focus on 1 point with minimal supporting points per slide Leverage Templates Leave plenty of empty space Use visuals to convey meaning
  26. 26. Use Blue Boxing to Ensure Visuals Match Your Point
  27. 27. Get Real Detail Oriented Use Paint Brush! Crop To Shape Adjust Within Mask same font same size same color Top Align Equally Distribute Text Align TEXT IMAGES ALIGNMENT
  28. 28. Cloudy’s Candies Operations this year Cloudy’s Candys has had an interesting year. We have a lot to celebrate about. Gummy Bear sales are up and that’s great. But we have more ahead. We need to bring Jelly Bean sales back up. Slides are often hard to read and people stop paying attention half way through, or worse they stop listening to you. Key data shows promising trends: 20% growth in candy sales Jelly Beans sales have increased the most. Gummy Bears sales needs work
  29. 29. Check Before You Present ❏ Fix titles (title case) ❏ Evaluate subtitles ❏ Unify text treatment (fonts, font sizes, font color) ❏ Align shapes, objects and text boxes ❏ Resize and crop photos
  30. 30. LeeAnne Rimel Principal Admin Evangelist Salesforce @Leeanndroid
  31. 31. Successful Presentations Rock to This Beat The Right Framework Focused Demo Effective Slides
  32. 32. Follow the Demo Formula
  33. 33. Deliver Your Demo Seamlessly Engage Audience Set expectations Confirm understanding Be the tour guide Execute Your Plan Slow down Pause and reflect Mouse carefully Expect the Unexpected Screenshots/Videos Backup orgs Talk through it
  34. 34. Implement Key Best Practices Don’t demo in production! Hide sensitive data Preload everything you can: ● Bookmark links ● Login ● File paths ● Bookmarks Pro Tip: Use Keyboard Maestro
  35. 35. 10 minutes Exercise #3: Write Your Formula Business Need + Feature + Impact Go to: bit.ly/RockyMyPresoWorksheet
  36. 36. Check Before You Demo ❏ Restart your computer ❏ Turn off notifications & turn on do not disturb ❏ Quit all non-essential apps ❏ Clean your desktop ❏ Set up Browser (Chrome People, Bookmarks Bar)
  37. 37. Put It All Together
  38. 38. 1. Created An Outline & 2. Turned It Into a Showflow Intro 1 - story & structure frameworks/story telling It’s your turn: discussion question? worksheet 2 - deck (best practices) Bad slide, good slide (give em a bad slide) Blue boxing Templates Shortcuts (blackbelt tips) (supporting content: blog with tips) 3 - demo (best practices) Bad demo, good demo (supporting content: google chrome vid) Outro Time Activity/Topic Minutes Speaker 90 Intro & Examples & Ice-Breaker 12 Josie 77 Audience & Focus 5 Josie 70 Exercise #1 (audience, focus) 10 Josie 60 Frameworks 8 Josie 58 Exercise #2 (quiz & choose fw) 10 Josie 40 Slide Best Practices 10 Rebecca 35 Slide Live Edits 5 Rebecca 30 Demo Best Practices 5 LeeAnne 25 Actual Demo 5 LeeAnne 20 Exercise #3 (formula) 10 LeeAnne 10 Example 3 Rebecca 7 Close & Intentions 7 Rebecca
  39. 39. 4. Built Slides & Created Demo Click Path 5. Reviewed, Incorporated Feedback and Practiced!!
  40. 40. Effective Slides Focused Demo The Right Framework Successful Presentations Rock to This Beat
  41. 41. Practice Makes Perfect ! Tweet using: #RockMyPreso When and where you will put these best practices into action? Take the Public Speaking Trailhead Module
  42. 42. Get on the Fast Track to Your Salesforce Admin Certification Limited Time Offer: $99 Salesforce Proficiency Pack for Administrators ($900 value) WHAT: Sign up now for Salesforce Proficiency Pack for Administrators an expert-led training program leading you on a 30-day plan to become a certified #AwesomeAdmin. MOAR: The program is a mix of Trailhead content and live coaching from Salesforce Certified instructors. Includes a certification practice exam voucher and a voucher for the Salesforce Certified Administrator exam. HOW: First 50 people to sign up with code SPP0827AMER will be able to sign up for $99 ($900 value). WHEN: Code expires August 27, 2019, 11:59 PM PT. WHERE: sforce.co/SPP19 TERMS AND CONDITIONS: Users will receive any publicly scheduled Salesforce Proficiency Pack training for $99 USD held in the United States. Training must be purchased directly through salesforce.com. Promo code must be entered at the time of registration. This offer cannot be combined with any other special offers or discounts. Limit one per customer. Promo code must be redeemed by the expiration date.
  43. 43. Thank you

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