Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues.
Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world.
API Access
Has API
No
API Access
Has API
No
Integrations
Autotask PSA
No
CloudRadial
No
ConnectBooster
No
ConnectWise PSA
No
Datto RMM
No
Datto SaaS Defense
No
Google Workspace
Yes
Kaseya BMS
No
Keap
No
Microsoft 365
Yes
Integrations
Autotask PSA
Yes
CloudRadial
Yes
ConnectBooster
Yes
ConnectWise PSA
Yes
Datto RMM
Yes
Datto SaaS Defense
Yes
Google Workspace
No
Kaseya BMS
Yes
Keap
Yes
Microsoft 365
No
Pricing Details
$50 per user per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$99/month (up to 2 users)
Zomentum is priced at $99/month (up to 2 users). Every additional user is billed at $29/month.
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
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
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
Yes
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
Zomentum
Founded
2018
Country
United States
Website
zomentum.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
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
Yes
Guided Selling
Yes
Product Configurator
No
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
Yes
Self Service Portal
No
eCommerce
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Lead Management
Activity Tracking
No
Campaign Management
No
Lead Capture
No
Lead Distribution
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No
MSP
Backup Management
No
Billing & Invoicing
Yes
CRM
Yes
Dashboard
Yes
Help Desk
No
Issue Management
No
Live Chat
Yes
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
No
Remote Access
No
Remote Systems Monitoring
No
Scheduling
Yes
Partner Relationship Management (PRM)
Asset Management
No
Business Plans
No
Channel Marketing Automation
No
Collaboration Tools
No
Compliance Management
No
Deal Management
No
Deal Registration
No
Lead Generation
No
Lead Sharing
No
Partner Onboarding
No
Partner Portal
No
Performance Metrics
No
Rewards Programs
No
Workflow Management
No
Proposal Management
Automatic Formatting
No
Calendar Management
Yes
Collaboration
Yes
Contact Management
Yes
Content Repository
No
Document Management
No
Electronic Signature
Yes
Knowledge Library
Yes
Pipeline Management
Yes
RFP Management
No
Requirements Management
No
Revision Management
Yes
Task Management
Yes
Templates
Yes
Version Control
No
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No
Sales Acceleration
CPQ
No
Campaign Management
No
Dialer
No
Email Sequencing
No
Email Templates
No
Email Tracking
No
List Building
No
Meeting Scheduler
No
Predictive Analytics
No
Reporting
No
Sales Gamification
No
Sales Intelligence
No
Sales Workflow Management
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 Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
No
Document Management
Yes
Goals / Quota Management
Yes
Lead Management
Yes
Meeting Management
Yes
Performance Management
No
Presentation Management
No
Proposal Management
Yes
Territory Management
No
Training Management
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