Winning By Design

Transform your sales methodology with AI-powered, data-driven qualification at scale.

Backstory and Winning by Design turn sales frameworks into action by automatically scoring deals based on
real buyer interactions directly in your CRM.

Discover how sales leaders use the SPICED methodology, combined with Backstory's Automated Opportunity Scorecards, to improve conversion rates and drive more revenue.

Key Benefits / Features

Standardized Opportunity Qualification

Improve opportunity qualification by applying a standardized and consistent framework across every seller and deal.

AI-Powered Scorecards

Ensure consistent adoption of your sales methodology with CRM-native, AI-powered Opportunity Scorecards.

Productivity Through Automation

Prioritize high-value activities by automating manual data entry and freeing reps to close more deals.

Proactive Risk Management

Spot risk early and take proactive action to keep deals on track and maximize revenue.

Accurate Forecasting

Improve forecast accuracy by basing predictions on real activity data rather than guesswork.

Stronger Account Execution

Strengthen customer relationships through enhanced account execution insights.

In high-performing sales teams, clarity is everything - visibility into activity, pipeline and execution is what fuels better decisions, faster course of correction, and more predictable outcomes.

Andrew Brown
Senior Vice President and Chief Revenue Officer
Red Hat

With Backstory data, 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
Hexagon

The data that we get from Backstory is leveraged across leaders, managers, enablement, and revenue operations to finetune our strategy and drive high-performance across our entire sales org. Backstory lets us easily see what's working - and what's not.

Clark Green
VP, Global Revenue Operations
Forcepoint

Improving Your Opportunity Qualification with Chad O’Connor

Learn how sales leaders standardize deal qualification by capturing key signals from calls, meetings, emails, and more — helping reps focus on high-quality pipeline.