AI account planning software for every account in your book.

• 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.

An account plan built from manual updates goes stale as soon as the account changes. Backstory's ClosePlan Account Plans live on the Salesforce account record and draw on the emails and meetings matched to that account. Each plan has a scorecard for account health, a whitespace map of product deployment and competitor presence, initiatives for deals that aren't yet opportunities, team members, actions, files and Chatter. When Guided Account Plans is on, AI suggests scorecard answers from CRM data, Backstory metrics, engaged people and public filings, and the rep reviews each one. Follow-up plans carry the scorecard and whitespace forward, and plans export as a document for people without Salesforce.

Backstory shows coverage by owner and team. Team metrics include accounts owned, accounts engaged and owned accounts engaged, and account metrics show how much activity reaches directors, VPs and executives. Inside one account, Whitespace Maps show products by business unit. Manager forecast rollups also break down by direct report or territory.