Planning Workspace
A Gantt application made for sales leaders not your project manager
Start with a blank canvas or a template, then add the details of your proposed engagement. Outline timelines, commercials, resourcing, and plan details
One platform to build the plan, the story, and the contract
Salestory helps sales, pre-sales, solutions engineers,and professional services teams craft the plan behind the engagement, present it in a compelling story, and automate the Statement of Work.
Free beta for early teamsBuilt for sales
SalesStory / WorkspaceLive plan
Interactive plan
One view for phases, timing, and capacity.
Plan with confidenceDates, people, and story in one place.
Ready to presentBring the room along with you.
Plan
Present
Win
From plan to presentation to contract
Your sales strategy is complex. Building and presenting proposals don't have to be.
Salesstory keeps the planning detail and the executive narrative connected. From engagement planning to presentation to contract, one platform to centralize your needs.
Story Mode
Turn the plan into a story people remember.
Storyboard your talking points, generate presentation slides, guide stakeholders through your plan in an interactive Story Mode
Streamline Contracts
Turn the plan and story into a formal contract with ease
The phases, resourcing, cost, project overviews, key assumptions, milestones from your plan turn into a formal SOW in just a few steps
Make the plan tangible
Every milestone should answer the next question.
Build the timeline, add the owners and resources, then carry the context forward into a storyboard your audience can follow.
- See the path, not just the task list.
- Connect delivery detail to buyer value.
- Keep the conversation interactive.
01 / 05Engagement story
The path to value
Start with the story