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Description
Focusing on your most valuable accounts has never been simpler. You can prioritize these key accounts in real time by utilizing custom scoring or by seamlessly integrating with your existing scoring and intent tools. Tailor and automate your business portfolios based on specific performance metrics and capacity considerations. Enhance your competitive edge by cultivating deeper expertise while minimizing the distractions caused by context switching. Establish, monitor, and enforce revenue processes throughout your organization, allowing for effective management. Set clear guidelines, quickly identify and resolve issues, and maintain an even distribution of accounts as your team expands. Cultivating deeper expertise fosters more meaningful relationships with clients. Say goodbye to chaotic handoffs and transitions of the past. Stay adaptable as both your team and technological framework evolve over time. Experience a personalized guided tour of our platform to discover how we simplify the process of nurturing customer relationships. It's crucial to ensure that the right accounts are consistently managed effectively. Additionally, implement rules of engagement to prevent any potential revenue loss. Embracing these strategies will ultimately lead to more sustainable growth and success.
Description
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.
API Access
Has API
No
API Access
Has API
No
Integrations
Google Workspace
No
Microsoft 365
No
Okta
No
Outreach
No
Reduct
No
Shift
No
Slack
No
Tableau
No
Vonage Contact Center
No
Integrations
Google Workspace
Yes
Microsoft 365
Yes
Okta
Yes
Outreach
Yes
Reduct
Yes
Shift
Yes
Slack
Yes
Tableau
Yes
Vonage Contact Center
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$50 per user per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
AccountAim
Country
United States
Website
www.accountaim.com
Vendor Details
Company Name
Backstory (People.ai)
Founded
2016
Country
United States
Website
www.backstory.ai/
Product Features
Revenue Intelligence
Actionable Insights
No
Alerts / Notifications
No
CRM Interactions
No
Call Scoring
No
Conversation Intelligence
No
Dashboard
No
Email/Message Interactions
No
Market Intelligence
No
Phone Call Interactions
No
Pipeline Visibility
No
Sales Coaching
No
Video Call Interactions
No
Revenue Operations
AI Insights
No
Account Health Dashboard
No
Automatic CRM Updates
No
Contact / Activity Tracking
No
RevOps Automation
No
Revenue Dashboard
No
Revenue Intelligence / Reporting
No
Sales Analytics
No
Sales Forecasting
No
Third-Party Data Aggregation
No
Product Features
Account Planning
Account Segmentation
No
Account Tracker
No
Annual Account Plan
No
Communication Matrix
No
Competitor Stacking
No
Dashboard
No
Performance Metrics
No
Relationship Mapping
No
Trend Monitoring
No
White Space Analysis
No
Inside Sales
Auto-Dialing
No
Call List Management
No
Call Recording
No
Campaign Management
No
Dashboard
Yes
Data Management
Yes
Lead Capture
Yes
Lead Distribution
No
Lead Scoring
No
Performance Management
Yes
Revenue Intelligence
Actionable Insights
No
Alerts / Notifications
No
CRM Interactions
No
Call Scoring
No
Conversation Intelligence
No
Dashboard
No
Email/Message Interactions
No
Market Intelligence
No
Phone Call Interactions
No
Pipeline Visibility
No
Sales Coaching
No
Video Call Interactions
No
Revenue Operations
AI Insights
No
Account Health Dashboard
No
Automatic CRM Updates
No
Contact / Activity Tracking
No
RevOps Automation
No
Revenue Dashboard
No
Revenue Intelligence / Reporting
No
Sales Analytics
No
Sales Forecasting
No
Third-Party Data Aggregation
No
Sales Analytics
Collaboration Tools
No
Dashboards
No
Forecasting Analytics
No
Ideal Customer Profile (ICP)
No
Lead Analytics
No
Pipeline Management
No
Predictive Forecasting
No
Predictive Lead Scoring
No
Sales Intelligence Reporting
No
Sales Intelligence
CRM Integration
No
Data Cleaning
No
Data Enrichment
No
Data Import/Export
No
Data Mining
No
Data Verification
No
Email Integration
No
Lead Scoring
No
List Building
No
Performance Management
No
Pipeline Management
No
Predictive Modeling/Analytics
No
Prospecting Tools
No
Reporting/Analytics
No
Sales Forecasting
No
Sales Performance Management
Incentive Compensation Management (ICM)
No
Predictive Sales Analytics
No
Quota Management
No
Reporting / Analytics
No
Sales Coaching Analysis
No
Sales Gamification
No
Sales Performance Tracking
No
Sales Planning & Forecasting
No
Territory Management
No
