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Average Ratings 3 Ratings

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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

The backbone of revenue management lies within a central nervous system that ensures no revenue signal goes unnoticed. By delivering the appropriate data to the right individuals at the precise moment and location they require it, you empower them to excel in their roles. It is crucial to stay informed about significant developments, whether it's tracking leads, closing deals, or handling cases. Provide your team with the necessary insights and direct them towards the most effective actions. Integrate your workflow with platforms you already use, such as Slack and MS Teams, allowing seamless search, access, and editing of your CRM. Understand critical metrics, monitor team activities, and step in to provide coaching as needed, while also measuring performance and assessing the impact of vital initiatives. Troops alerts you instantly about events that could significantly influence revenue, simplifying the process for teams to identify and execute the right actions promptly, regardless of the device in use, enabling peak performance. Furthermore, Troops streamlines routine tasks for customer-facing teams, allowing them to allocate more time to engage with customers and prospects, ultimately driving higher satisfaction and success through enhanced focus on relationship-building.

API Access

Has API

API Access

Has API

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Screenshots View All

Integrations

Shift
Slack
Axis LMS
Google Workspace
HubSpot CRM
HubSpot Customer Platform
Intercom
Jira
Microsoft 365
Microsoft Teams
Okta
Outreach
Reduct
Salesforce
Tableau
Vonage Contact Center
Zendesk

Integrations

Shift
Slack
Axis LMS
Google Workspace
HubSpot CRM
HubSpot Customer Platform
Intercom
Jira
Microsoft 365
Microsoft Teams
Okta
Outreach
Reduct
Salesforce
Tableau
Vonage Contact Center
Zendesk

Pricing Details

$50 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Backstory (People.ai)

Founded

2016

Country

United States

Website

www.backstory.ai/

Vendor Details

Company Name

Troops

Founded

2015

Country

United States

Website

troops.ai

Product Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Product Features

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Alternatives

Alternatives

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