Helping your Sales team produce compliant pitches and proposals is a core part of the Compliance role. All too often, though, the process can be a frustrating one for both teams. In Sales, life is often all about deadlines. The need to respond quickly to a tender; a last-minute request for a pitch document. We have read about the strategies to improve the sales funnel
Producing accurate responses to sales queries can be a challenge when time is tight. Ensuring that presentations and pitch documents go through the required approvals can increase pressure in an already-tight schedule. It can be frustrating to see near-identical presentations time and again. Yet, review the entire document as you’re not sure of the changes since you last saw it.
How Compliance can help Sales teams
Working closely with your Sales team on this can have significant benefits: Explaining the approval requirements helps them appreciate the approvals process and what you are looking for Working with them on content helps your business developers to write ‘compliance-ready’ content you can sign off first-time. Helping them access up-to-date, approved content for sales presentations minimizes the risk of non-compliance
Some of the steps you might want to consider include:
Creating PowerPoint templates that help Marketing and Sales teams to produce brand-compliant, accurate and professional sales presentations – in turn, making it easier and quicker for you to approve them.
Do you have brand-checking tools?
These can ensure teams use the correct fonts, colors and styles, so the risk of non-compliant branding is minimized. VComply can help the team in creating a compliance checklist to ensure that the template is in the standard format while the work progresses.
Do your business developers have access to an image library?
Creating a library of on-brand, approved imagery can prevent non-compliant visuals slipping through the net.
How are do you produce graphs, charts and tables in PowerPoint?
Consider automating them, so that you’re confident that they use accurate content.
Can you ‘lock down’ existing, pre-approved slide content?
Most sales pitches reuse existing material. Making sure only current, accurate content can be accessed and used reduces the risk of non-compliant presentations. Locking content like this also makes it easy for you to see which slides in a presentation have been amended. This means you only need to check those new slides – saving you significant time.
Controlling access to slides puts you in charge of who is able to see, update and approve content. Again, this can help minimize non-compliant or inaccurate content. Look at whether you’re able to group and ‘lock together’ presentation slides so that it’s impossible to use certain content without the correct disclaimers or regulated statements.
If you change data in one slide, does this automatically replicate across all saved slides with the same data? Some systems can do this for you, and may be worth exploring, as it dramatically reduces the time you need to spend on reviews and approvals.
Can you set expiry dates for entire presentations and individual slides?
This can be very effective in preventing use of out-of-date content by mistake.
Where do you store the standard slides? Can everyone in the business access them easily?
Making it simple to find the right content has a big impact on how likely people are to use it. You might want to think about building a slide library to make it easier for your Sales team to access the content they need. A library of approved content can help business developers create brand-consistent presentations.Add to favorites