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.
Quiara Neam
Account Manager
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.
Reagan Lucas
Sales Process Coach
Visibility into activity, pipeline, and execution fuels better decisions, faster corrections, and more predictable outcomes - without requiring reps to change their workflow.
Andrew Brown
Senior Vice President and Chief Revenue Officer
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.
Esther Friend
Former VP of Sales Efficiency and Transformation
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.
Toby Carrington
Chief Business Officer
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.
Mitch Beck
Head of Digital Sales at Pluralsight
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.
Jonathan Gray
Senior VP at TTEC
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.
Eric Chapman
Vice President Sales Operations and Enablement
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.
Spencer Hodson
Vice President of Global Sales Operations and Development
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.
Julian Dimery
Sr. Director of Sales
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.
Clark Green
VP, Global Revenue Operations
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
Model Context Protocol
Built for revenue leaders who toggle between CRM, dashboards, and AI tools to answer one question.
Ask questions where you work.
Connect your Agent to complete account and deal history - every email, meeting, call, chat, and transcript combined with CRM data and public company news.
- Ask Claude "What's the latest on this account?" See who's engaged, what they discussed, and recent company news.
- Ask Copilot "Which deals in my pipeline are at risk?" Know who stopped responding, who you're missing, what changed.
- Ask ChatGPT "Is this account going to churn?" See the real risks based on engagement history.
Context, without context switching.
Trust the answers.
Commit to deals you can defend with complete engagement data.
- Ask Claude "Is this deal qualified?" Get instant deal qualification against your methodology.
- Ask Gemini "What did they say about our competitor?” See the truth from emails, calls, and meeting transcripts.
- Ask ChatGPT "Who has buying power on this deal?" Spot engagement patterns and actual influence based on historical win rates.
Make decisions based on what actually happened
Act with confidence.
Prioritize deals worth your time. Commit to opportunities you can defend. Coach proactively to real risks.
- Ask Claude "Which deals need my attention right now?" See the deals at risk, the reason why, and what to do about them.
- Ask Copilot "What should we do about this stalled deal?" Get specific actions: who to engage, what to address, how to rebuild momentum.
- Ask Gemini "How do I coach this rep?" Get specific next actions based on the stage, deal gaps, competitors engaged.
Turn answers into action that drives revenue.
How it works
Connect once
MCP connects your AI tools to Backstory's complete revenue intelligence. Every email, meeting, call, chat, transcript.
See everything
Claude, Copilot, ChatGPT, or your custom AI agent sees everything. Who said what. Who has buying power. Who drives wins based on historical outcomes.
Deploy fast
Connect in days with zero custom development. Complete context delivered automatically from day one.
Blog
Your AI tool is guessing.
It gives confident answers based on incomplete CRM data. Read why complete activity capture is the difference between fast answers and trustworthy ones.
