Intro to The Sales Shift

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.

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.

Visibility into activity, pipeline, and execution fuels better decisions, faster corrections, and more predictable outcomes - without requiring reps to change their workflow.

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.

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.

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.

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.

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.

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.

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.

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.