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.

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OpenAI
AMD
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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

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.
  • Know what your best reps are doing differently: which activities, which personas, which engagement patterns drive wins in your business.
  • Identify who needs coaching and on what - based on what's actually happening in the field.
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.

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.

Real results from teams that made the switch

Discover how companies across industries used our platform to solve complex challenges, accelerate growth, and deliver measurable impact.

FAQ

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.

How is opportunity scoring different from deal stage?

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

RELATED DIRECTORY

Deep Dive

Explore our curated guides, documentation, and partner directories to get the most out of your integration.
Revenue Decisions
solution
Make better calls with the full revenue picture in front of you.
Opportunity Qualification & Stakeholder Coverage
solution
Know if deals are actually qualified - and who still needs to say yes.
Account Strategy & Execution
solution
Know who matters in every account and where you have room to grow.
Qualification used to take 20 minutes per deal. Not it takes one click.
resource
See how sales leaders qualify every deal against their methodology - automatically - and what they do with the time they get back

See Backstory in action, no meeting required