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Average Ratings 0 Ratings

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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

Rox is an innovative platform powered by AI that aims to revolutionize the way enterprise sales teams interact with their clients. By consolidating disparate data sources, including CRM entries, call recordings, and transaction systems, Rox creates a comprehensive central system of record. It also employs an "agent swarm" of AI assistants that are always active, monitoring accounts to identify risks and opportunities in real time, crafting personalized outreach messages, and automating various administrative tasks. Designed to be integrated with data warehouses, Rox seamlessly connects to existing data infrastructures and enhances them with external signals such as news, job postings, and financial updates. The platform presents actionable insights through voice, chat, or workflow formats, ensuring that users can easily access relevant information. Additionally, Rox integrates smoothly with traditional tools and is tailored for account-based revenue strategies, enabling sales professionals to regain several hours each week, boost engagement by over 30%, and even double their sales-accepted pipeline in early customer implementations. This positions Rox as a vital asset in modern sales operations, ultimately driving better performance and efficiency across the board.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Slack Yes 
Amazon Redshift No 
Google Calendar No 
Google Cloud BigQuery No 
Google Workspace Yes 
LinkedIn No 
Microsoft 365 Yes 
Microsoft Outlook No 
OAuth No 
Okta Yes 
Outreach Yes 
Reduct Yes 
Salesforce No 
Salesforce Agentforce Service No 
Salesforce CRM Analytics No 
Shift Yes 
Snowflake No 
Tableau Yes 
Vonage Contact Center Yes 
Zendesk No 

Integrations

Slack Yes 
Amazon Redshift Yes 
Google Calendar Yes 
Google Cloud BigQuery Yes 
Google Workspace No 
LinkedIn Yes 
Microsoft 365 No 
Microsoft Outlook Yes 
OAuth Yes 
Okta No 
Outreach No 
Reduct No 
Salesforce Yes 
Salesforce Agentforce Service Yes 
Salesforce CRM Analytics Yes 
Shift No 
Snowflake Yes 
Tableau No 
Vonage Contact Center No 
Zendesk Yes 

Pricing Details

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

Pricing Details

$50 per month
Free Trial No 
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 Yes 
iPad App No 
Android App No 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Backstory (People.ai)

Founded

2016

Country

United States

Website

www.backstory.ai/

Vendor Details

Company Name

Rox

Founded

2024

Country

United States

Website

www.rox.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 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 Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Engagement

CRM Integration No 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management No 
Reporting / Analytics No 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow Management No 

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