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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

If you prefer a platform crafted by a small team at a single organization, you might want to look elsewhere. However, if you're interested in a platform that evolves every day, reflecting the workflows your colleagues rely on to exceed their goals, reach out to us. Incorporate forecasting processes that span from sales representatives to executive leadership, enhanced with various AI and analytical techniques for unparalleled insight. Have you ever received a notification from your bank regarding a significant transaction? We provide similar alerts for any shifts in activity and pipeline that could affect your revenue for the upcoming quarter. If you want to explore the data further, leverage our interactive tools to curate your ideal outcomes, while setting KPI targets for your team to monitor their progress in real time. Eliminate the need to waste your evenings creating screenshots and presentations. Instead, streamline your reporting to management and facilitate your team's updates to you through dynamic, interactive dashboards. Our platform is built on community-driven best practices tailored for everyone in the revenue function, ensuring everyone benefits from collective expertise. With such a collaborative approach, your team can cultivate a culture of accountability and achievement.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bonfire No 
CisionOne No 
Contractbook No 
Currencycloud No 
GoCardless No 
Google Workspace Yes 
LeadIQ No 
Microsoft 365 Yes 
Okta Yes 
Outreach Yes 
Reduct Yes 
Shift Yes 
Slack Yes 
Tableau Yes 
Vonage Contact Center Yes 

Integrations

Bonfire Yes 
CisionOne Yes 
Contractbook Yes 
Currencycloud Yes 
GoCardless Yes 
Google Workspace No 
LeadIQ Yes 
Microsoft 365 No 
Okta No 
Outreach No 
Reduct No 
Shift No 
Slack No 
Tableau No 
Vonage Contact Center No 

Pricing Details

$50 per user per month
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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 Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Backstory (People.ai)

Founded

2016

Country

United States

Website

www.backstory.ai/

Vendor Details

Company Name

Kluster

Country

United Kingdom

Website

www.kluster.com

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 

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 

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 Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis 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 

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