Opportunity qualification software that scores every deal.

• 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.

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Opportunity scoring measures how well a deal is qualified, so you can judge how likely it is to close. In Backstory, Scorecards ask structured questions grouped into categories that follow your methodology. Each answer raises a category score and the overall score. Leaders see the score by category, its trend over time and who contributed. When Guided Account Plans is on, AI drafts suggested answers from CRM data, engagement data and public filings, and the rep reviews each one before saving. Backstory also gives every account and deal an engagement score from 0 to 100, based on the volume, type and recency of matched activity over the last 12 weeks. The qualification score reflects what your team has assessed. The engagement score reflects what buyers are doing.

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

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.

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.

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.

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.

Stage is set manually by a rep. Opportunity scoring is calculated from real engagement data and updates on its own.

Yes. MEDDICC is a framework, and Backstory gives your team the evidence to run it. Scorecards support MEDDIC, MEDDICC, MEDDPICC, BANT, Challenger and CustomerCentric Selling. Each question lines up with your methodology, and you can run different scorecards for different business lines or regions. Backstory adds the activity record. Metrics such as meetings with executives, meetings with legal or procurement and new people engaged sit next to the scorecard, so the scorecard's answer on the economic buyer can be read against what's happening in email and meetings. It all lives on the Salesforce opportunity.