Three steps to complete revenue context.
Connect your stack
CRM, activity data, and third-party signals feed a sharper revenue picture. Most connections go live in under an hour.
Capture data
Every email, meeting, call, and chat — captured and matched to the right account and opportunity automatically. No gaps.
Access answers
Ask revenue questions where your team already works. Your CRM, your AI assistant, Slack. No new system. No context switching.
Systems of Record
Complete account data.
Zero rep effort.
Complete account and deal context in your CRM, built automatically. Activities logged. Contacts created. Risks surfaced. No rep involved.
Native
Backstory's deepest CRM integration. A managed package installs directly into Salesforce — activities captured, matched, contacts created, data enriched, and written back natively. Risk signals generated from conversation content, contact buying power, and CRM fields — not just stage and close date.
Compatible
Both connect via API — activity captured, matched, and surfaced inside your CRM. Recent topics, next steps, risks, and engaged contacts — without a rep logging a thing.
Every customer-facing activity happening in our sales org is captured in Salesforce, the contact is created, and it gets associated with the right opportunity - with no extra effort from our sales team.
Activity Capture
Every email, meeting, call, and chat.
Not just what reps log.
Complete activity history across every account and deal, built automatically.
Native
Email & Calendar
Google Workspace
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Exchange On-Premises
Microsoft 365
Admin connects once. Every inbound and outbound email and calendar event captured automatically across your entire team. No user action required at any step.
Native
Video Conferencing
Zoom
Webex
microsoft teams
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Google Meet
Gong
Scheduled meeting transcripts ingested automatically. Key moments, risks, and next steps surfaced per call and at the account and opportunity level — regardless of which platform your team uses.
Native
Slack
Business-relevant conversations captured directly and matched to the right account and opportunity automatically. Even the informal ones.
via crm
Linkedin Sales Navigator
InMails logged to your CRM via Sales Navigator ingested automatically. Deal history captured from the first outreach.
via crm
Dialers & Sales Engagement
Outreach
SAlesloft
RingCentral
Call activity and sequence emails logged to Salesforce by your dialer or sales engagement platform captured by Backstory automatically. Any dialer that logs to Salesforce with task type "Call" is supported.
Using a conferencing tool not listed? Backstory's Transcript API accepts transcripts from any platform.
Customer? Help docs.Signal Enrichment
Better signals.
Sharper priorities.
Any vendor that writes data to Salesforce can feed signals into Backstory. Intent scores, customer health scores, CRM scores — once configured, Backstory pulls them in and surfaces them alongside your activity data. One unified view of every account and deal.
Does buyer interest match your team's effort?
Intent scores from any connected tool surfaced alongside Backstory's engagement data - so you know where to focus and where you're over-investing.
Examples: 6sense, Demandbase, Bombora, G2
Spot renewal risk before it becomes a real problem.
Customer health scores visualized next to deal activity - so customer success and sales see the full picture in the
same place.
Examples: Gainsight, ChurnZero, Totango
The AI scores your tools already generate, surfaced in context.
See opportunity scores alongside the activity that drives them - not just the number.
Examples: Salesforce Einstein, Clari
Every buyer profile completed and kept current automatically.
No manual research. No stale titles or job
changes missed.
Examples: Clearbit
Know when prospects are engaging
with your proposals.
Content interaction data surfaced alongside deal activity - so reps know exactly when to follow up.
Examples: Seismic, HighspotContent interaction data surfaced alongside deal activity — so reps know exactly when to follow up.
Work Where You Are
Revenue answers.
Wherever your team works.
Revenue answers show up in the tools your team already uses - CRM, AI assistants, Slack. Not in a separate dashboard no one checks. No new system.
Native
MCP Server
Claude
Chatgpt
Microsoft copilot
Gemini
n8n
Backstory's MCP server connects Claude, ChatGPT, Microsoft Copilot, Google Gemini, and n8n directly to your Backstory data. Ask plain-language questions about any account, deal, or pipeline in the AI tool you already use. Answers grounded in live Backstory data. The AI client selects the right data automatically — no prompting required.
Integration
Slack
Backstory delivers automated notifications in Slack — meeting activity, account alerts, and deal risk flags — directly to meeting participants and account owners. Configurable by your admin. No rep action required to receive them.
Analytics & Business Intelligence
Complete revenue data.
In the BI tools your team already uses.
Backstory's revenue data flows directly into your existing BI tools. Pre-built Tableau templates get your team started immediately. Your dashboards, powered by complete revenue data — not just what reps remembered to log.
INTEGRATION
Tableau
Complete Backstory revenue data in Tableau, with pre-built templates to get your first dashboards live fast. Your BI team builds exactly what they need without starting from scratch.
INTEGRATION
Power BI
Complete Backstory revenue data in Power BI. Pull engagement scores, account health, and pipeline data into the dashboards your team already runs on.
API
Looker, Qlik, Sigma, and more
Backstory connects to leading BI platforms via API. Pull complete revenue data into the reporting stack your team already uses.
Methodology Partners
Your sales methodology,
built into the daily workflow.
These partners put Backstory to work faster — embedding proven sales frameworks directly into your existing processes. No separate implementation. No new adoption curve.
Winning by Design's frameworks embedded into daily workflows. Qualification automated based on real buyer activity. Consistent execution, sharper pipeline focus, less time on deals that won't close.
SMG teaches the methodology. Backstory operationalizes it. The gap between what reps learn in a workshop and what shows up in CRM closes automatically. Sales leaders get a consistent, enforceable view of qualification across every deal.
SOAR's GTM playbooks translated into consistent field execution. Backstory ties every SOAR framework to real buyer activity — so what gets taught in a training gets followed in the field.
Purpose-built for Oracle CRM environments. Motiv surfaces Backstory's revenue intelligence directly in Oracle — deal context and buyer signals without leaving the CRM your team already runs on.
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.
See what your pipeline health actually looks like.
Backstory analyzes your full sales activity — not just what lives in the CRM.
Which deals are real?
Know before the call. Spot risk before it becomes a miss. Cover the quarter before it closes.
