Emailable collateral for proposals: PPT or PDF?
Because our company was creating proposals in Word back in the 90s, transitioning to email was pretty easy. Now it is much less likely that a prospect will get (or get in time) a copy of our glossy catalog, as email plus a website is seen as sufficient by our salespeople for most situations.
While our proposal has been tuned to provide the most pertinent details on our equipment in a brief, bullet-driven format, it doesn't do much to engage or 'sell' the prospect. Spartan, you might call it, although a jpg of the quoted product does jazz it up a bit.
I've wanted to create a sales-tool to accompany emailed proposals, and was tempted to create a PDF file on each product which would be a distillation of the quote, web, and catalog information. The PDF could be used on the website for people to print-out, too. But such documents still don't seem to hit hard enough to engage and sell.
Instead, I've thought that a 'top ten list' of reasons to select our chamber would be a digestible and engaging way to present the benefits of our equipment. The most logical format would be a PowerPoint, which would integrate images and text effectively, allowing one full page per benefit. This would allow us to put a more competitive pitch than we would want to publish on the web, too.
(As I have the standard-issue PC here with XP Office Small Business, sans PowerPoint, I started development of the ppt file on a portable. Just recently I downloaded OpenOffice and installed their presentation program, rather than spend $200 on a copy of Microsoft's. It's got less bells and whistles, but seems more usable. I was concerned after editing my ppt file and OpenOffice offered to save in its 'own' format, as some of my changes weren't compatible with PowerPoint.)
The cool thing with electronic collateral, like the web, is that you can tune it as you go. Today I feel ready to start testing it. While I am excited about the format and the message, I'm a little less sure about the file type to send out. While it's obvious that I should make sure the file is PowerPoint compatible, and not in OpenOffice's own format, perhaps I should just use a PDF file instead.
The PowerPoint is more engaging, I think, requiring a simple tap of the keyboard to change slides, but is less likely to be installed on the recipient's PC. I could make sure a link to Microsoft's free viewer software was available, but would prospects bother? On the other hand, a PDF file implies boilerplate copy that requires being in 'reading' mode, which may be more likely to be ignored by prospects. Like the new website, changethis, the format becomes as much an issue as the content. So which do I go with-- PDF or PPT?





