It's a Quick Guide

Get insights into the 3 easy steps to make a seamles move from relying upon a mixture of spreadsheets, Post-it Notes, and DIY software to a modern Sales CRM that will increase productivity as it reduces wasted sales time and increases your view into the pipeline.

What the Ideal Sales CRM?

How to cut down on wasted sales time.

Increase pipeline visibilty.

3 Easy Steps.

Bake in good adoption by sales teams.

Connect to your existing sales workflow.

Make a seamless sales move

Get the playbook

Here's the seamless path to improve sales outcomes

What you can expect:

How to evaluate the right sales CRM for your needs
What makes for a seamless transition
Three easy steps
Pitfalls you can avoid

Get the Playbook

We like to
get stuff done.

Story Collaborative operates on the agile principle of get stuff done. What that means for you: all of our workshops and services serve the goal of helping you take tangible steps that matter.

We're a sales-aligned
growth team.

We work as an outsource growth team that is sales aligned. No silo'd marketing, or digital work, that isn't informed by sales. The practical bottom-line question is always: "did it create valuable sales conversions?"