If you haven’t used the Presentation Wizard in SAGE Workplace™ yet, you’re missing out on the easiest sales tool at your disposal. Under the Presentations tab, you can now choose to have the Presentation Wizard create a presentation for you. Simply fill out a few basic fields, describe the kind of presentation you want, and presto! The Presentation Wizard takes into account what you typed as well as the client history, industry, and more. Want to tweak what the wizard created? Not a problem. All presentations are editable, empowering you to customize to your heart’s delight.

If you have used the Presentation Wizard, you’ll be interested to know that we’ve added some new features. Sure, it only released in January, but SAGE developers never stop tweaking and updating modules to make your life easier.

For a refresher about how to use the Presentation Wizard, read straight through. To skip ahead to the new stuff, scroll down to the “New Elements” section.

How To Use the Presentation Wizard

1. Log into SAGE Workplace via the web or windows apps.
2. Choose Presentations in the menu on the left side of your screen. This will bring up the Presentations Dashboard.
3. Clicking “New” to create a new presentation will reveal a drop-down menu.
4. At the bottom of the drop-down menu, you’ll see Presentation Wizard. Click that.
5. Fill in the fields at the top of the form indicating who the project is for (your client) and the specific project.
6. In the box labeled “Description of Event or Promotion”, type a brief summary of the industry of your client and event this presentation will be about.
7. Choose a template, the number of products you would like to be included in the presentation, and your preference groups (more on these later).
8. Click “Create Presentation.”

The Presentation Wizard uses SAGE AI technology to write an introduction to the presentation for you, tailoring it to your client’s event and the types of products included in the presentation. You can use it as it appears or edit it to fit your needs. The “Items” tab is where the specific products populate. These are editable as well.

New Elements

Price Range

The first of the new elements in the Presentation Wizard is the ability to narrow down your presentation by price. In the description box, you can say things like, “Less than $10 per item” or “Between $15 and $20.” Type it however you would talk. The AI is able to detect the price range and find products within those parameters.

Preference Groups

In the preference groups field (indicating the suppliers groups you’ve created in your account), you can now narrow the presentation down to the groups you select rather than it being an all or nothing situation. If there are suppliers you know you want to include in the search, you can indicate that in your preference groups.  This informs the wizard to only add products from specific suppliers you like to work with.

It’s a remarkable tool that saves loads of time while still providing a professional presentation. Take advantage of the Presentation Wizard when you’re preparing your next sales presentation.

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