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TRUSTED BY 100,000+ Sellers AT TOP ORGANIZATIONS
4.5/5 (630 Reviews) on G2
For a company our size, if you multiply those time savings across every rep and manager globally - Backstory basically pays for itself before you even count the deals caught earlier.
What is account planning software?
Backstory generates each plan automatically from CRM data, engagement history and public company information, which lets teams plan every account in their book with the depth usually reserved for the top ten.
Automated account plans for your entire book.
- Generate complete account plans automatically - pulling from public data including 8-K filings, earnings reports, and press releases alongside your full internal history of emails, meetings, calls, and CRM data.
- See where your team has already sold, where competitors have landed, and where expansion opportunities exist across your book of business.
- Scale strategic account coverage across your entire book of business - not just your top accounts.
- Every engaged contact automatically detected and mapped by title, seniority, and department.
- See predicted buying power, inferred win rate, and engagement level across every stakeholder in every account.
- Identify missing personas and coverage gaps - so your team always knows who to engage next.
Account plans that carry from pre-sale to renewal.
- Account plans carry the full story from pre-sale to post-sale - why they bought, who championed it, what problems they're solving.
- Pre-sale and post-sale teams work from the same account context - same goals, same relationships, same priorities.
- Your team gets answers on any account - risks, expansion opportunities, renewal health - grounded in complete activity data and your specific business context.
Real results from teams that made the switch
FAQ
- Which accounts are under-covered or at risk of churning?
- Where are the upsell and expansion opportunities?
- Where should reps be spending time?
- What's changed recently at this account - new leadership, funding, product announcements?
- Which renewals need attention before it's too late?
Backstory pulls from your team's full engagement history and public sources - earnings calls, press releases, leadership changes - so you have the full account picture in one place, not pieced together across five systems.
Backstory generates the account plan. It pulls business priorities, leadership changes, financial updates, and competitive context from public sources - earnings calls, 10-Ks, press releases - and combines that with your full CRM and engagement history. The rep reviews and acts, instead of spending hours researching.
Public sources: company websites, earnings reports, 8-K filings, press releases, Crunchbase. Private sources: your full CRM history, every email, meeting, call, and engagement pattern captured from your team's activity. Both inputs feed the account plan automatically.
That's the point. Strategic account planning has historically been reserved for the top 10 accounts because doing it well takes hours per account. Backstory runs it at scale - what used to take two hours per account now takes two minutes to review and execute.
Backstory carries the full account context through the handoff - why the customer bought, who championed it, what problems they're solving, and which stakeholders are engaged. CS doesn't inherit a blank slate. They inherit a working strategy.
Backstory builds org charts automatically using two data sources: your team's actual engagement data from every email, meeting, and call, and our PeopleGraph technology, which identifies each stakeholder's department, seniority, title, buying power, and win rate. When new stakeholders appear in conversations, Backstory flags them for review - so you can add them to the map with one click. No manual research required.
Deep Dive
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