Backstory

Founded 2016

Track sales activity, forecast pipeline risk, and answer revenue questions automatically

Pricing model

Demo

You can use Backstory to analyze sales activities, forecast pipeline accuracy, and spot deal risks before opportunities slip. It connects with your email, calendar, video meetings, and CRM to automatically capture interactions without requiring reps to log data manually. You can track multi-threaded stakeholder engagement, evaluate deals against qualification frameworks like MEDDPICC, and inspect account coverage across territories. Revenue teams can query their sales pipeline directly in Slack or AI assistants to pinpoint which deals are real and make confident forecast commitments.

What Backstory does

Capture email, call, and meeting records automatically into CRMScore enterprise deals against the MEDDPICC qualification frameworkGenerate revenue forecast variance reports with waterfall chartsDetect missing stakeholders and single-threaded deal risksAsk natural language questions about pipeline health in SlackMonitor buyer engagement patterns across target accountsAutomatically capture buyer interactions across emails, meetings, and callsMap stakeholder engagement and identify single-threaded accountsEvaluate and score deals against MEDDPICC criteria using meeting transcriptsGenerate pipeline health and waterfall forecast reportsQuery deal details and pipeline risks directly from Slack or AI chat agentsSync and unify activity records across multiple CRM instances simultaneously