Storydoc + CRM integrations: decks on steroids

Upgrade your sales stack from dull offline PowerPoints and PDFs to interactive web-based collateral that syncs with your current tools and enhances them.

Storydoc + CRM integrations

Key tools we "click" with:

What CRM integration means:


1. Automatically generate a deck

Every CRM action lets you trigger a personalized version of your decks based on your CRM’s variables.

2. Get a personalized deck

It gets created automatically and added to the lead’s information you store in your CRM.

3. Track prospect engagement

You’ll get all the data about prospects’ activity on your deck directly in your CRM.

1. Automatically generate a deck

Every CRM action lets you trigger a personalized version of your decks based on your CRM’s variables.

2. Get a personalized deck

It gets created automatically and added to the lead’s information you store in your CRM.

3. Track prospect engagement

You’ll get all the data about prospects’ activity on your deck directly in your CRM.

Turn mundane into automated

All your competitors work hard on their sales processes. Storydoc lets you work smart instead. See how our powerful CRM integrations make magic happen and close deals for you.

Customizing mass outbound campaigns

Give every lead a personalized deck: automatically, with no limits on the campaign volume. Use our native CRM integration to pull data directly from there or use our smart deck API.

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Time-efficient value selling

Traditional value selling takes so much time that reps either spend hours on deck modification or, worse yet, just don’t do it at all. The Storydoc CRM integration lets you create multiple versions of your master presentation in a few clicks.

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Automatic deck personalization

Personalized decks close more deals. It’s a fact we uncovered in our research. Decks customized to a particular prospect are shared internally in their organizations 2.3x more often than generic ones. With Storydoc, you’ll easily make every customer feel special.

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Decisions based on data

Knowing that a prospect opened your email is nice but it’s just not enough. Storydoc analytics let you track every step of your leads’ buying journey. You learn who spent how much time on which slide and find out what messaging works best.

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Calendar integration

A cherry on top: let each of your reps integrate their calendars within the deck. Plug in a calendar integration to your Storydoc page and make booking meetings easy and smooth for your leads. No more awkward “does next Tuesday meet your schedule?” emails.

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These teams are already ahead of the pack:

Automate with ease and win more deals at scale.

Use Storydoc CRM integration solutions to outperform your competitors and stay ahead of the pack