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Sellers can't rely solely on charisma and a good pitch. The reality is, they need to be equipped with a diverse toolkit to push deals to the finish line. This toolkit must contain the right information at the right time to keep prospects highly engaged.
That information? Sales collateral. It can be any form of media, including video, text, infographics, comics, memes, YouTube clips, and more. There are no rules, but some pieces of collateral are more effective than others at moving prospects toward making a buying decision. Here's what you need to know.
Static PDFs? Old news.
Sales collateral in 2025 looks like AI-driven personalization, interactive content like virtual reality, and a switch to data-first, mobile-first strategies. Sellers are now using data to determine the effectiveness of their collateral, and the analytics are showing that conversion-focused collateral is digital.
A great pitch deck is usually a colourful presentation in a slideshow format. The seller should have it on hand at all times to provide prospects with a rundown on the product, whether they are on a call, at a conference, or in line for coffee.
The deck should be enticing, short, and up-to-date with the latest product infographics. The more data that's incorporated to highlight the ROI, the better. If you can tailor the deck to suit a specific company, it'll take your deck the extra mile.
Sometimes, sellers need the TL;DR. A client fact sheet is a one-page piece of internal collateral that provides sellers with information about the prospective customer, their sector, other decision-makers, and more. It's the essential information, distilled down and ready to act as a cheat sheet for sellers.
If the prospect is on LinkedIn or other social media, the client fact sheet might include interests and individual pains. Don't forget to include data on company news and any other relevant information that can be used for effective, personalized introductions.
One of the best ways to help prospective customers understand what you're selling is by nailing the video demo. Even if you don't get them live on the call, sending a pre-recorded demo asynchronously can keep prospects engaged in the pipeline.
People can't touch, feel, or hold your product, especially if you work in SaaS. A video demo should paint a picture of exactly what it would look like if they were a user, and what it could mean for their business. Show them the high-level value without getting too into the weeds, and make sure you're doing the demo with an upbeat voice with your camera on.
Case studies have long been valuable sales collateral. Prospects want to hear a glowing testimonial, but they also want a deep dive into implementation, features, and the numbers that make an impact. It's an effective way to build trust and keep prospects interested.
But... People don't like to read like they used to. If you're embedding video clips into the call portion of a case study, it will keep prospects paying attention.
Battle cards are another short, snappy piece of sales collateral made to be simple yet highly effective. Like a one-pager, battle cards give the rundown of what your product offers, but also how it stacks up to the competition.
If your prospect is interested in your product, it's more than likely that they're also shopping around. You need to highlight how (and why) your product is stronger than the others. Some businesses make internal battle cards to help differentiate themselves from competitors and prep for objection handling, and others make cards for client use so they can highlight why their product is a winner.
Remember making that one-page client fact sheet for yourself? Well, seller, your prospects want a cheat sheet, too. A good one-pager for prospects should highlight your value proposition, the features that set your product apart from the rest, and include some brief client testimonials.
Don't forget to include links to your website, the seller's contact information, and links to any other relevant collateral. The more ways you can keep people clicking around your content and site, the more likely they are to convert.
Finally, we have the interactive presentation. "Interactive" means the audience isn't just passively watching. They can explore, click, and actively participate in what you're presenting to them. Instead of a static PDF, for example, you can send your prospect a mini web app or dynamic slideshow, where prospects can toggle features, trigger animated visuals, or even use ROI calculators.
These immersive experiences are important for, again, keeping people's attention. When buyers can participate in the content you send them, they're more likely to remember you and your company for the long term.
Getting a prospect's attention from the top of the funnel is one thing, but moving them efficiently down the pipe is another. With Pod, you get AI-driven guidance on which actions to take, when, so you can keep engagement and win rate up.
To dive deeper into the full suite of AI agents to help you handle the most complex deals, book a free demo with the Pod team!