Create Business Documents

How to Create a Sales Presentation Reps Can Reuse, Update, and Track in Flipsnack

Published on: February 5, 2026

“Death by PowerPoint” is real. Prospects sit through the same slides, skim the same PDF, then move on. Even worse, a static deck rarely tells you what they cared about, or if they opened it at all.

Interactive sales flipbooks fix that. 

Instead of a one way presentation, you give buyers something they can click, explore, and act on. A good flipbook can include buttons, links, videos, and even forms, so the experience feels more like a guided walk through your offer than a file attachment.

Flipsnack helps you build that kind of sales presentation without turning it into a complicated project. You can keep the familiar look of a sales deck, but add interactive elements and use engagement data as a signal for what to do next.

The gap between a traditional deck and a sales-ready presentation

A traditional sales deck is easy to build, but it is hard to use in real sales. Once you send it, it starts to drift, and the moment it leaves your hands, you lose control.

Here is where a standard deck breaks down:

  • Decks get forwarded and lose context. Your message does not travel with the file, and new viewers do not get your framing.
  • Reps send the wrong version. A small update can turn into a mess of duplicates across email threads and shared folders.
  • Brand consistency breaks fast. When multiple people edit the same deck, fonts, layouts, and tone start to vary.
  • Follow-ups are based on guessing. With a static file, you do not know what the prospect saw or cared about.
  • You lack real insights. You often cannot tell if the prospect opened the file, how long they stayed, or which parts got attention.
  • Large attachments create friction. Files can fail to send, get blocked by email rules, or simply feel risky to open.
  • Formatting falls apart on mobile. PDFs can become hard to read on phones, which is where many buyers check content first.
  • Static content limits action. With a plain PDF or PowerPoint, there is no clean way to guide someone to the next step inside the document.
FeatureTraditional Sales Decks (PPT/PDF)Interactive Sales Decks (Flipsnack)
DeliveryLarge, friction-heavy email attachments.Simple, accessible web links.
User ExperienceStatic, one-way, and passive reading.Guided, clickable experience with video and forms.
Version ControlFrequent duplicates and “version drift.”Single “living” link; updates without resending.
Tracking“Guesswork” follow-ups; no open data.Real-time analytics (views, time spent, clicks).
BrandingInconsistent fonts, layouts, and tone.Locked templates and centralized Brand Kits.
Mobile UsagePoor formatting; hard to read on phones.Mobile-responsive HTML5 design.
Call to ActionLimits action to outside the document.In-deck buttons for meetings, pricing, or leads.

Common sales use cases where interactive presentations work best

Use case 1: Product walkthroughs and solution guides (early to mid stage)

This is the interactive sales presentation you use when the prospect is still learning what you do and how it works. It is not a proposal. It is a guided overview that helps buyers explore the product, the use cases, and proof points at their own pace.

It shows up early in the sales process, usually after the first call, when you want to keep momentum without pushing pricing too soon. It is also useful when a champion needs something simple to forward to teammates who missed the meeting.

Use case 2: Sales proposals to clients or sponsors (late stage)

In plain terms, this is the proposal you send to help someone choose you. It usually shows the offer, the scope, proof, and what happens next.

It shows up after a discovery call or a first meeting, when the prospect is comparing options and needs something solid to share internally.

What “good” looks like operationally is simple. It is easy to share, easy to keep current, and easy to read on any device. It also looks professional enough to support a decision without extra explanation.

Use case 3: Pitching or recommending to decision makers (internal selling)

This is internal selling and stakeholder alignment. It happens when you need to pitch upward to leadership, or sideways to procurement, security, finance, or a sponsor who will influence the deal.

Here, clarity and credibility matter more than flash. Decision makers scan. They forward. They ask for proof. The sales person needs a format that is easy to pass along, easy to skim, and still feels credible.

All three use cases have different audiences, but they share the same operational needs: control over versions, consistent branding, easy sharing, and real insight into engagement. 

That’s where Flipsnack comes in.

How Radioshuttle closed major deals with an interactive brochure

At trade shows, Radioshuttle found that static decks were too heavy to present and too hard to share, so they moved to an interactive Flipsnack brochure that reps could use on iPads and send as a simple link.

Pain points

  • 45 slide PowerPoints that lost attention by the end
  • No strong leave behind after meetings
  • Large files with embedded videos that were difficult to email
  • Their website was not ready to serve as a reliable resource
  • Training materials were hard to access across many sales locations

What they built with Flipsnack

  • One interactive digital brochure used as a central sales and training tool
  • Interactive table of contents, embedded videos and case studies, interactive photo features, and lead generation forms
  • Offline access for trade shows, plus link sharing via email and social channels

Results they reported

  • Average viewing time exceeded 11 minutes per visitor
  • Engagement increased by 650% in January after launch
  • Views came mainly from key markets, including Canada (44.48%), United States (41.01%), and Sweden (7.26%)
  • The brochure was shared internally via newsletter to 500 Raymond sales reps

How to create a sales presentation in Flipsnack

If you are looking for how to make a sales presentation in Flipsnack, the workflow is easy. You build or reuse a flipbook, add the interactive pieces, then publish and share it with the right level of access.

1. Start from a template or an existing presentation
You can upload a PDF, create from scratch, or start from a template inside Design Studio.
If you already have a layout you reuse, save it as a branded template so you can start faster next time.

2. Add your branding
Apply your Brand Kit so the right logos, fonts, and colors are ready to use across your flipbooks.

3. Add interactive elements where they help the flow
Use the Interactions tools to add things like links, buttons, and embedded videos. If you want to collect email addresses, you can add a lead form.

4. Publish and share
Publishing makes the flipbook available to readers, then you share it using the link that fits your use case.

5. Use statistics to guide next steps
Check analytics for signals like impressions, views, clicks on interactive elements, and average time spent.

If you need separate performance data per audience, create individual trackable links for the same publication.

Quick tool checklist

  • Pick a template or open an existing flipbook in Design Studio.
  • Apply Brand Kit assets.
  • Add links, buttons, video embeds, and lead forms.
  • Set visibility and share your sales presentation.
  • Review analytics for signals.

Benefits of using digital sales presentations with Flipsnack

If you are thinking about how to create a sales presentation that stays useful after you hit send, focus on outcomes. The tool should reduce version chaos, protect the brand, and give you signals you can actually use.

1. Keep presentations on brand without slowing the team

Sales teams move fast, but the brand still has to look consistent. Flipsnack helps here in two practical ways:

First, you can build and reuse your own templates, so reps stop rebuilding the same sales presentation structure from scratch. Templates can be used and managed from inside Design Studio.

Second, you can set up a Brand Kit with approved logos, fonts, colors, and typography presets, so the basics stay consistent across publications.

If you work with a team, Flipsnack also supports locking template elements to enforce brand guidelines, which reduces accidental brand drift.

2. Make presentations interactive without making them messy

Interactivity should support the conversation, not distract from it. Add interactive elements like buttons, links, and embedded media, so your effective sales presentations feel more like guided experiences than static files.

That means you can keep everything inside one link, instead of sending a PDF plus a separate demo video plus a separate booking link.

Examples that map well to sales:

  • An embedded video for a short product demo or intro message.
  • Buttons and links that take the reader to a meeting page, pricing details, or a form.

Embedded content via iframe for richer experiences, available on Enterprise plans.

3. Share with control and confidence

A sales proposal should be easy to open and easy to forward, but not wide open by default.

Flipsnack supports sharing with a single link, including options like full view links for a clean viewing experience.

When you need more control, you can choose private visibility options such as Unlisted, Password Locked, and several Private sharing modes, like by email or one-time passcode, depending on your plan.

You can also customize menu controls to decide what readers can do in the player, like downloading, sharing, or printing.

4. Update pricing or terms without resending a new file

This is the version control problem every rep knows. Flipsnack lets you edit a published flipbook, then republish it with Update, while keeping the same link. So the client does not need a new URL every time something changes.

You can also schedule a flipbook update if you need changes to go live at a specific time.

5. Get visibility into engagement so follow-ups are smarter

After each presentation, you can check engagement signals like impressions, views, clicks, time spent, downloads, and page-level performance.

That helps you follow up based on signals. It will not tell you why someone hesitated, but it can show what they interacted with and where attention dropped off, including heatmaps that highlight clicks on interactive elements.

If you need to know who engaged, lead forms let you collect reader email addresses, and lead data appears in analytics exports and the stats area.

6. Work faster as a team

Sales and marketing teams waste time rebuilding and reformatting. What you need are repeatable workflows that cut that busywork:

  • You can duplicate a flipbook to reuse a proven layout.
  • You can import elements and links from one flipbook to another, which helps when you reuse sections like pricing pages or legal notes.
  • Teams can add members and assign roles, including options to give people view only access in specific setups.
  • Collaborate and leave comments on specific pages so other team members can follow up fast.

7. Mobile-friendly by design

Flipsnack flipbooks are published as HTML5 content that opens in a browser. That supports sharing and viewing across devices, including mobile, which matters because many buyers first open content on their phone. 

8. Connect leads to your CRM

When you use lead forms in a sales presentation, you can send those submissions straight into your CRM instead of copying details by hand. This works for HubSpot and Salesforce integrations for syncing lead data and tracking engagement.

If your team uses a different CRM, Flipsnack also supports automation through Zapier, which can move lead form submissions into other tools. 

Common mistakes and how to avoid them

Interactive sales presentations can work really well, but only if you use the tools with restraint.

Overloading interactivity

When every page has multiple buttons and embeds, readers stop focusing on the message. Interactivity should help someone move forward, not compete for attention.

A practical rule is to add interactive elements only where they support the next step. 

Many teams still think in attachments. They send a file, then create a new one when pricing changes, and the prospect ends up with three versions.

Flipsnack works better when you treat the presentation as a link you keep current. You can edit a published flipbook and keep the same link, as long as you republish the update.

Letting everyone create their own version

If every rep builds their own sales presentation from scratch, brand consistency and quality drop fast. It also wastes time.

Instead, agree on a few templates and reuse them. 

Not aligning on a simple sharing rule

Sharing is where things can get awkward. One rep sends an unprotected link. Another locks everything down. A third sends a download.

Pick a simple rule based on the situation. For example, use Unlisted for most sales presentations, and switch to Password Locked or Private options when content is sensitive. 

Interactive sales presentations: make it a repeatable process

The goal is not to create a perfect sales presentation once. The goal is to create a version that your team can keep improving.

Choose one use case. Standardize it. Agree on a sharing approach. Then use engagement signals to guide follow-ups and decide what to tighten next. When the presentation is easy to reuse and easy to refine, consistency becomes automatic.

Amalia Iacob

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