Trusted by sales leaders at NVIDIA, OpenAI, Red Hat, HPE, Zscaler, and Rubrik - and 100,000+ sellers daily.
Questions and Answers
Backstory is a fully integrated generative AI sales solution that automates manual tasks, inspects account and deal health, and enables prescriptive coaching recommendations.
It's built from your own team's customer history - not industry averages. The more your team uses it, the more accurate it gets.
No. Everything is captured automatically. Reps don't log anything new.
Most teams are live in 2-4 weeks. It connects to your email, calendar, and CRM. No heavy IT work needed.
Your CRM only knows what reps enter manually. Backstory captures activity on its own and writes it back - so your CRM reflects what's actually happening, not what reps remembered to log.
Most forecasting tools calculate a number based on whatever is in your CRM. If the CRM data is incomplete - and it usually is - the forecast is wrong. Backstory captures activity automatically, so the data going into your forecast is complete. You get a number you can actually defend in a board meeting.
Backstory shows you what's happening inside every deal in real time. You can see when a champion goes quiet. You can see when buying committee members are not engaged. You can see when next steps are not happening. This lets revenue leaders take the right action for their business from a single source of truth. Managers can coach reps on the right deals at the right time. No more guessing based on outdated CRM notes.
Most teams go live within 2-4 weeks. The platform connects to your email, calendar, and CRM automatically. There is no heavy IT work required. Your RevOps team handles configuration and permissions.
Yes. Backstory flags deals where engagement is dropping, stakeholders are not responding, or activity levels do not match the close date. You see these risks without opening another tool. Drill into specific deals to understand what may be wrong. Step in before deals slip or die. No more learning about problems during your Friday forecast call.
Backstory analyzes deal activity patterns to predict which opportunities will close. It looks at engagement levels, champion involvement, meeting frequency, and response times. Sales leaders get data-driven answers to "What will close this quarter?" without having to rely on rep intuition or wishful thinking. Customers typically see forecast accuracy improve by 20-30%.
Yes. Backstory connects with Salesforce, Oracle, Microsoft Dynamics, Gmail, Outlook, Zoom, Teams, and other tools your team already uses. It automatically captures activity from each system and syncs it to your CRM—so your CRM data is complete without anyone logging information manually. You get answers where you're already asking questions.
CRMs only know what reps manually enter. Backstory automatically captures every email, meeting, and call—then writes that data back to your CRM. Your CRM becomes complete without reps logging a single activity. This means you can finally trust your CRM data to answer questions about pipeline, forecast, and deal health.
Backstory is built for B2B sales teams where deals are complex, cycles are long, and every contract matters. CROs, VPs of Sales, RevOps leaders, and sales managers from Fortune 100 companies use Backstory to get answers they need for board meetings and pipeline reviews. They use it to improve forecast accuracy, coach reps, and identify pipeline risk before deals slip. Companies where relationships and buying committees matter.
Revenue leaders lose deals because they fail to see risk until it's too late. Reps may forget to log calls, skip creating contacts, or fail to document next steps. This creates incomplete CRM data that raises more questions than it answers. Among other negative consequences, revenue leaders waste time chasing down what actually happened instead of coaching sellers. Backstory solves this by automatically capturing every customer interaction. It surfaces patterns that predict deal outcomes. You get decisions based on what is actually happening with your buyers – not guesses based on stale data.
Backstory answers are specific to your business. We look at your actual deal history, your team's selling patterns, and your customer interactions. Other tools give you generic dashboards or reports you have to interpret yourself. Backstory tells you what the data means and what to do about it. The answers work even when your CRM data is incomplete because we capture activity automatically. You get context that matters for your deals, not generic industry benchmarks.
Great answers provide you with actionable context. When you ask about a deal at risk, Backstory looks at the activities and contacts for that deal. It also looks at historical data, including similar deals, and how your AEs typically close business. You get an answer that fits your situation. It's based on real data. And it's clear enough that you know what to do next. Great answers drive decisions that move revenue.
Backstory answers the kinds of questions revenue leaders ask every day:
- Which deals in my pipeline will actually close?
- Why is this deal stuck and what should I do about it?
- Which stakeholders are engaged and which ones went quiet?
- Is my team spending time on the right deals?
- Which reps are struggling and need coaching?
- What causes deals to slip from one quarter to the next?
- Are we talking to the right people in the buying committee?
- Which accounts are at risk of churning?
- What should I do next to secure the upcoming renewal?
...and so many more! Rather than just speculation or rep opinion, you get answers based on real activity data.