Trusted by sales leaders at NVIDIA, OpenAI, Red Hat, HPE, Zscaler, and Rubrik - and 100,000+ sellers daily.
Backstory is an important tool for sales moving forward. Information lives in many places, meeting transcripts, emails, etc. Having information in one place via AI will be a game changer.
For a company our size, multiply those time savings across every rep and manager globally - Backstory basically pays for itself before you even count the deals caught earlier.
Visibility into activity, pipeline, and execution fuels better decisions, faster corrections, and more predictable outcomes - without requiring reps to change their workflow.
With Backstory, we removed the guesswork from our sales process. The data is clean, insights are actionable, and our team finally has a shared view of every deal in pipeline.
If reps aren't in a multi-threaded deal, Backstory flags it. That lets us act fast - asking who we need to get in front of before the gap becomes the reason we lost the deal.
With Backstory, you see if reps are single-threaded and the quality of their interactions. It's one thing to diagnose a pipeline problem. Backstory helps you actually fix it.
We started thinking about automation and deal tracking. We quickly learned Backstory supports the entire revenue cycle. That shift - and that partnership - changed how we sell.
With Backstory, we can see what's actually happening in the field - and we know exactly what to work on, whether that's coverage gaps or finding the right people for key roles.
What matters is adoption, enforceability, and CRM compliance. Backstory integrated in a few clicks and guarantees high usage of our chosen sales methodology. Simple as that.
When you step into a new leadership role, you wonder if you can trust the existing data. Because of Backstory, I know I can - and I run my entire sales org confidently off it.
Every customer-facing activity is captured in Salesforce automatically - contact created, tied to the right opportunity, no extra effort from the team. CRM hygiene solved.
The CRM you're working with vs. the one you need.
What bad data actually costs you
Manual logging doesn't fail all at once. It erodes slowly. Each missed activity makes your reports a little less reliable, your forecasts a little harder to defend, your coaching a little more based on gut feel than data.
Without complete activity data:
Forecast calls rely on what reps say in the meeting, not what's in the system
Pipeline reviews miss context — you can't see who's been touched and who's been ignored
40% of your day spent chasing reps for updates you shouldn't have to ask for
Coaching is based on what got logged — which is the easiest deals, not the real ones
Territory planning uses stale data, so coverage gaps appear only after the miss
You don’t need Backstory if:
Every email, call, and meeting captured and matched to the right record — automatically
See full account coverage in real time — which contacts are active and which are dark
Pipeline reviews based on what actually happened, not what got logged
Reps stop doing admin. The data is just there — no behavior change required
Territory gaps visible before the quarter ends wrong
Backstory's open architecture and MCP moves us beyond isolated tools toward composable AI infrastructure. Our sales teams have improved win rates by more than 50 percent.

Andrew Brown
Senior Vice President and Chief Revenue Officer
See what automatic capture looks like in your CRM.
We'll show you how activities get captured, matched, and surfaced in Salesforce — without asking a single rep to log anything. 20 minutes. No prep required.