Sales

Sales portals vs decks: Which is better for B2B sales?

Sales portals vs decks: We're comparing them both, looking at their advantages and limitations, and ultimately, why sales portals have the upper hand in driving engagement, enhancing personalisation, and accelerating the sales process.

Lorna Wright
•
October 24, 2024
December 1, 2024
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Sales portals vs decks: We're comparing them both, looking at their advantages and limitations, and ultimately, why sales portals have the upper hand in driving engagement, enhancing personalisation, and accelerating the sales process.

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The tools you use to engage with prospects can make or break a deal.

Traditional slide decks have long been a staple of sales presentations, offering a concise and visual way to communicate key points.

However, with the rise of digital transformation, sales portals are gaining traction as a more dynamic, interactive, and personalised alternative.

Sales portals, like trumpet's Pods, offer a centralised platform for real-time updates, product information, and tailored experiences. But are they truly better than the traditional sales deck, or is it simply a matter of preference?

In this blog, we’re looking at the key differences between sales portals and decks, their advantages and limitations, and ultimately, why sales portals have the upper hand in driving engagement, enhancing personalisation, and accelerating the sales process.

Sales portals vs. Sales decks: Key takeaways

Sales Decks vs Sales Portals (Digital Sales Rooms)

Feature Sales Decks Sales Portals
Format Static, linear presentations Interactive digital hub
Content Text, images, occasional animations, data Product demos, Mutual Action Plans, personalized videos, documents, FAQs, scheduling tools
Interaction One-way communication Two-way communication
Engagement Prospect reads at their own pace Prospect explores and interacts at their own pace
Communication Requires email or phone for questions Direct questions and responses within the platform
Decision-making Can extend the sales process Accelerates decision-making

1. Engagement and interactivity

One of the key differences between a traditional sales deck and a sales portal is how prospects engage with the content.

Sales decks‍

Decks are static, often linear presentations filled with text, images, the occasional animation and data that sales teams send to prospects either ahead of a meeting or as a follow-up.

While a well-designed slide deck can be visually appealing and structured, it is essentially a one-way communication tool.

The prospect reads through the slides at their own pace, but there is no opportunity for interaction beyond clicking through to the next slide.

If they have questions or need clarification, they’ll have to reach out via email or phone, extending the time it takes to move forward in the sales process.

Sales portals

‍A sales portal (Also known as a Digital Sales Room) offers a far more interactive experience.

Instead of just scrolling through slides, prospects can engage with various elements, such as product demos,

Mutual Action Plans or personalised video messages. A sales portal serves as a digital hub, allowing prospects to explore at their own pace while still having access to everything they need in one place, including documents, FAQs, and even scheduling tools for follow-up meetings.

Sales portals also facilitate two-way communication.

Instead of waiting for an email reply, prospects can ask questions directly through the portal or respond to a personalised message embedded within the experience.

This level of interactivity keeps prospects more engaged and accelerates decision-making.

‍2. Personalisation and customisation

Personalisation is essential, buyers expect solutions tailored to their unique business needs. While both sales decks and portals can be personalised to a degree, the depth and ease of customisation differ significantly.

Sales decks‍

Customising a sales deck for each prospect takes time. You need to manually update company logos, tweak content to address specific pain points, and ensure that the language and examples used are relevant to the individual client. While this can certainly be done, it’s a manual process that can take hours for each presentation.

What’s more, personalisation in a slide deck is often limited to just the text and visuals on the slides.

Sales portals‍

Sales portals, on the other hand, make personalisation simple and scalable.

With platforms like trumpet, you can create Sales Portal (or as we call them at trumpet a Pod) that are automatically customised based on the prospect's details.

By pulling in company data from your CRM and using dynamic fields, the portal can update branding elements, such as logos and colours, in just one click by using the company URL.

You can also personalise the portal further by adding buyer-specific content, videos, or even interactive tools that address the exact challenges the client is facing.

Using templates and adjusting colours can make your Pod ready for send within moments, a post demo call that was taking 1.5 hours is now done in 10 minutes. 

This level of personalisation enhances the overall experience, making prospects feel valued and understood.

Additionally, the ability to auto-populate fields with CRM data means your sales team can create personalised portals in minutes, not hours, freeing up time to focus on nurturing relationships and closing deals.
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3. Content delivery and flexibility

Another key factor when comparing sales decks and sales portals is how the content is delivered and accessed by the prospect.

Sales decks‍

Decks are typically sent as PDFs or PowerPoint files, which prospects can either download or view online.

Once the deck is sent, it’s out of your hands, and you have little control over how the prospect interacts with it.

If they have issues downloading the file or opening the attachment, it can slow down the sales process.

Moreover, if there are any updates to the product or service, you’ll need to create and send a new version, which can be both time-consuming and prone to errors.

Sales portals

‍Sales portals, however, offer a more dynamic solution.

Content can be updated in real-time, ensuring prospects always have access to the latest information.

Rather than sending a static file, sales teams send a link to a portal where prospects can view the most up-to-date documents, product information, and pricing details.

This flexibility allows for quick adjustments on the fly, and with trumpet, the entire sales room can be updated in seconds with a prospect’s specific branding.

Sales portals are also more secure, as they can be password-protected and trackable.

You can monitor how prospects interact with the portal, which pages they visit, how long they spend on certain sections, and what documents they download.

This insight provides invaluable data for tailoring follow-ups and driving the deal forward.

4. Timing of the sales cycle

In B2B sales, time is of the essence, decision makers are busy and so are you. Also the longer a deal drags on, the more likely it is to fall through. So speeding up the sales process without sacrificing quality is where sales portals really shine.

Sales decks

‍While a deck can succinctly outline your offering, it doesn’t necessarily speed up the sales process. Decks require follow-up emails and often additional meetings to clarify points, which can create delays. Furthermore, decks can be easily overlooked or forgotten in a busy prospect’s inbox, leaving your sales team waiting longer for a response.

Sales portals‍

Sales portals, on the other hand, align the sales process by incorporating all the necessary information in one place.

Prospects don’t need to dig through multiple emails or attachments; everything they need is right there in the portal. This ease of access not only improves the buyer’s experience but also reduces the back-and-forth, helping deals move forward more quickly.

Portals like trumpet’s Pods even allow sales teams to send personalised video messages and quick updates directly through the platform, speeding up communication. By creating an engaging hub for prospects, sales portals keep the conversation flowing, meaning decisions can be made quicker.

5. Data and insights: Real-time buyer signals

One key advantage of a sales portal like trumpet is the access to real-time buyer data.

When prospects engage with a Pod, you get instant visibility into their actions—who visited, how long they stayed, what they clicked on, and more.

These insights allow you to tailor your follow-ups based on actual interest, avoiding generic touchpoints. Something you just can’t do with a sales deck.

Trumpet also provides instant alerts via Slack, Teams, or email, so you're notified as soon as prospects take action.

This helps you respond quickly, whether it’s answering a query or scheduling the next step. Plus, detailed reports give a clear view of engagement, from content views to interactions, allowing you to make informed decisions.

With this data, you can ensure your follow-ups are on point.

You’ll know exactly which content resonated, helping you personalise your outreach and move deals forward faster.

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Final thoughts: Why sales portals are the future of B2B sales

While traditional sales decks have their place, the future of B2B sales lies in sales portals.

Portals provide a more engaging, interactive, and personalised experience for prospects, offering a centralised location for all necessary information.

The ability to update content in real-time, track prospect engagement, and customise the experience on a deeper level gives sales portals a significant edge over static decks.

With trumpet, creating and managing sales portals is easier than ever.

The platform allows you to spin up personalised, branded portals in minutes, cutting down the time spent on manual tasks and freeing your sales team to focus on building relationships and closing deals.

In short, sales portals are not just a replacement for decks—they are paving a way in B2B sales, offering the flexibility, interactivity, and personalisation that today’s buyers expect and making your job in sales easier and saving you time on repetitive tasks.

It’s time to leave the traditional sales deck behind and embrace the future of sales with sales portals.

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