Monday morning. 8:55 am.
A sales employee sits tensely in front of his laptop. A presentation that will decide on an important customer is due to start in five minutes. The room is quiet - except for the nervous typing on the keyboard.
Then comes the shock: the customer logo on the slides is out of date. Some of the content looks chaotic. He scrolls frantically through the old template, copying and pasting text by hand, adjusting colors and fonts. The clock is ticking relentlessly.
The result? A presentation that stands up, but looks anything but professional. The customer says nothing, but you know what that means: trust that is quietly dwindling.
Sales teams around the world lose time, nerves and ultimately deals because they have to improvise instead of being prepared.
But there is a solution. The template software you need to create stress-free, structured and professional presentations.
How did this sales rep turn his crisis into a triumph? Read on in this article.
Presentations are part of many companies' everyday work - but how often do they become a stress test? Outdated templates, time-consuming adjustments and a lack of efficiency cost time and nerves.
Do these situations sound familiar to you?
After a nerve-wracking start, it becomes clear. The standard solutions from Microsoft and the confusing manual templates that the sales employee has been using so far are not going to save the day. Hours of work to create a perfect presentation is not the solution. It is the problem.
Every minute counts before a customer meeting - time that should be used optimally for the essentials.
Let's continue the story of the sales representative:
Today is another Tuesday morning. It is again 08:55.
In the meantime, the sales employee's company has introduced the primedocs template software. With primedocs, he has the crucial tool he needs to keep calm before every customer meeting.
Shortly before the meeting, the sales employee creates a customized presentation. Whereby “create” is not the right word, because he selects the most important criteria for the perfect customer presentation via the primedocs Buddy. For example, the desired language can be selected, whether a long or short company presentation should be included, which reference projects should be presented, etc.
He still remembers the days when he had to spend hours looking for a suitable image for the presentation - often with a semi-professional end result. Now he simply clicks into the primedocs image gallery and he has a professional, license-compliant image that has been approved by his company. No long searches, no uncertainty.
Shortly before the meeting, he realizes that an additional slide is needed. In the past, this would have meant adjusting fonts, matching colors and readjusting the layout - a task that often took longer than expected. But with primedocs, he can insert the desired additional slide from an already approved and corporate design-compliant slide set. No rework, no lost time.
The sales employee finds an old, external slide that fits the topic perfectly. In the past, he would have hesitated to use it - because the format and design usually didn't match. But now? He simply drags the slide into the presentation and primedocs automatically adapts the basic structure. Font sizes, colors, layout - everything is perfect. In just a few seconds, the slide is integrated as if it had always been part of the presentation.
The sales employee wants to show the potential customer how much time he can save by using his software.
In the past, creating such a diagram in the CI/CD colors was a time-consuming process: inserting the diagram, correcting the colors, manually adjusting the axes. Every small adjustment could upset the entire design. Today, one click is all it takes - primedocs ensures that the diagram is automatically inserted in the desired corporate design. Colors, fonts and proportions are immediately correct, without any additional effort.
It makes sense to create an agenda so that participants know what will be discussed over the next few minutes. But creating one using the standard PowerPoint tools is time-consuming. With primedocs - you guessed it - it's really quick. Click on the “Table of contents” button, briefly select which slides should be mentioned and the agenda is created. In the desired corporate design, of course.
It is now Tuesday morning. 09:00, the meeting begins.
The presentation is ready - and not just on time, but professionally and convincingly. The customer is impressed by the clear structure, the uniform slides and the meaningful graphics.
What used to be hectic chaos is now a controlled process. primedocs has turned the 5-minute crisis into a success.
And the sales representative? He has won the customer's trust - and the deal at the same time.
Microsoft Copilot is an AI-supported assistant that helps you work even faster and more efficiently in Microsoft 365. It can write texts, formulate emails, analyze data and even create presentations. And in combination with a primedocs PowerPoint template, it can also do this in the desired corporate design.
Microsoft Copilot and primedocs - a powerful combination.