Opportunity Qualification & Stakeholder Coverage

Are these deals truly qualified, and do we have the right stakeholders engaged?

Qualify every deal against your methodology and map every buyer automatically - based on what's actually happening in emails, meetings, and calls.

Trusted by sales leaders at NVIDIA, OpenAI, Red Hat, HPE, Zscaler, and Rubrik - and 100,000+ sellers daily.

AMD
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.
Reagan Lucas
Sales Process Coach
OpenAI
Red Hat
Visibility into activity, pipeline, and execution fuels better decisions, faster corrections, and more predictable outcomes - without requiring reps to change their workflow.
Andrew Brown
Senior Vice President and Chief Revenue Officer
Zscaler
Elastic
Cyberark
Five9
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.
Esther Friend
Former VP of Sales Efficiency and Transformation
Seismic
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.
Toby Carrington
Chief Business Officer
Pluralsight
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.
Mitch Beck
Head of Digital Sales at Pluralsight
TTEC
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.
Jonathan Gray
Senior VP at TTEC
Hexagon
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.
Eric Chapman
Vice President Sales Operations and Enablement
Ping Identity
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.
Spencer Hodson
Vice President of Global Sales Operations and Development
Lily.ai
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.
Julian Dimery
Sr. Director of Sales
Forcepoint
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.
Clark Green
VP, Global Revenue Operations
Dataiku

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.

Spencer Hodson
Spencer Hodson
Vice President of Global Sales Operations and Development
AI Integrations

Qualify every deal. Catch every gap.

Most teams run one methodology training a year. Deals happen every day.

  • Automatically score every deal against your framework - MEDDPICC, SPICED, Challenger, or your own - based on what's actually happening in each deal.
  • See gaps the moment they appear: no economic buyer confirmed, champion gone quiet, paper process never started.
  • Know which deals are genuinely qualified and which ones only look that way.
Why it matters

Qualified deals close. Gaps kill them.

Every deal has a buyer who can say yes.

The right solution loses to the wrong buying committee every day.

  •  Automatically detect every stakeholder from emails, calls, and meetings - then map them by title, seniority, and department.
  • See predicted buying power, inferred win rate, and engagement level for every stakeholder - so you know exactly where to focus.
  • Know who's gone quiet, who just showed up, and who your rep hasn't reached yet - all in one deal view.
Why it matters

Find the buyer who can say yes. Faster.

AI Integrations
AI Integrations

Coach every rep, on every deal, any time.

Your best manager can review ten deals a week. You have a hundred. The gaps in between cost you.

  • Reps get real-time coaching from an Agent trained on your methodology, your sales motion, and your competitors - on demand.
  • Get coaching where you work - in Salesforce, Slack, or wherever your team already lives.
  • Managers focus on the deals that need their judgment. The Agent handles the rest.
Why it matters

Qualified deals. Right buyers. Clear next steps. That's how you close.

Questions & Answers

What can Backstory tell me about the people in my deals?
  • Is the economic buyer engaged or have they gone dark?
  • Are we multi-threaded or dangerously single-threaded?
  • Which champions have the buying power and win rate to actually move the deal forward?
  • Are we reaching the right seniority level and department for this stage?
  • Who showed up in a recent conversation that isn't on our radar yet?

Backstory surfaces every stakeholder's title, department, seniority, buying power, and win rate - so you know not just who's in the deal, but whether the right people are engaged and whether they have the influence to get it across the line.

Does Backstory score deals against my sales methodology?

Yes. Backstory supports any sales methodology - MEDDPICC, SPICED, Challenger, BANT, or a custom framework your team has built. Configure it on your criteria and it evaluates every deal automatically, scores answer quality, and flags where deals are weak relative to your process.

How does AI complete a qualification scorecard if the rep didn't fill it in?

Backstory reads the full deal history - every email, call, and meeting - and extracts the qualification evidence from actual conversations. If a rep discussed decision criteria in a discovery call three weeks ago, that answer is in the scorecard. The rep reviews and refines, not starts from scratch.

What happens when a champion goes quiet - does Backstory detect that?

Yes. Backstory monitors stakeholder engagement continuously across every email, meeting, and call. When a champion's engagement drops or disappears, it surfaces automatically - so you know before the deal stalls, not after it dies.

How does Backstory coach reps against my playbook?

Your Agent is configured on your specific stage definitions, qualification criteria, and what good looks like across your best deals. It coaches reps against your playbook - not a generic framework - and flags gaps relative to where each deal should be in your process.

What's the difference between a scorecard a rep fills out manually and what Backstory generates?

A rep fills out a scorecard before a review meeting, often from memory, often incomplete. Backstory completes it from the full conversation history, evaluates answer quality on a 0-100% scale, and flags where the deal is weak relative to your methodology. Managers inspect against consistent criteria instead of whatever the rep remembered to write down.

blog

Qualification used to take 20 minutes per deal. Not it takes one click.

See how sales leaders qualify every deal against their methodology - automatically - and what they do with the time they get back

Know which deals will close. And which ones won't.

Turn every email, meeting, and call into a forecast your leadership team can trust.

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