Best Account Data Management Software for Tableau

Backstory is an AI sales intelligence and pipeline management platform that helps revenue organizations analyze opportunities, forecast outcomes, and determine what actions to take next. It integrates with CRMs, email systems, calendars, meeting platforms, and other sales tools to automatically capture customer interactions and connect activity to the appropriate accounts and deals. This automated activity capture reduces the need for representatives to manually log meetings, calls, contacts, and engagement data. Backstory uses AI to evaluate deal health, engagement patterns, historical wins, stakeholder coverage, potential bottlenecks, and other indicators that may affect close likelihood. Sales teams can identify at-risk opportunities, uncover growth potential, and understand why particular deals are more or less likely to progress. Stakeholder mapping shows who is involved in an opportunity and highlights missing contacts or relationship gaps that could influence the buying process. AI coaching and deal-specific recommendations provide sellers with suggested next steps based on buyer activity, deal context, and established sales patterns. Forecasting, renewals and retention analysis, pipeline management, and account activity intelligence give managers a broader view of current and future revenue performance. Backstory is designed for sales teams that want to make pipeline decisions using continuously updated engagement data rather than relying primarily on manual CRM updates and rep judgment.

Octane11 seamlessly integrates, enhances, and organizes your B2B data, providing you with greater control, efficiency, and valuable insights. B2B marketing teams often find themselves spending excessive time on disorganized data sets. By synthesizing all of your data from various paid, owned, and earned sources tailored specifically for B2B purposes, Octane11 enables high-impact analytics that streamline decision-making processes and enhance sales intelligence. Take advantage of Octane11’s specialized dashboards to evaluate all marketing tactics from a single interface, and easily export data to your preferred BI platforms such as Tableau, Datorama, or Looker, or directly integrate with tools like Salesforce, Outreach, or Salesloft. The platform offers a unique layer of B2B-specific transformations, enriching your existing data while working seamlessly with your data warehouse, ELT/ETL, and BI applications. This ensures that your enhanced data is readily available for built-in analytics or can be sent to any endpoints you choose, maximizing its utility. Ultimately, Octane11 empowers organizations to make data-driven decisions more efficiently and effectively than ever before.