Revenue Decisions

The questions don't wait. Neither should the answers.

Backstory captures every email, call, and meeting automatically — then gives CROs and VPs of Sales a direct answer on every deal.
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TRUSTED BY 100,000+ Sellers AT TOP ORGANIZATIONS

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OpenAI
AMD
Red Hat
Databricks
Zscaler
Elastic
Cyberark
Cohesity
Five9
Seismic
Pluralsight
TTEC
Hexagon
Ping Identity
BlueYonder
GAINSytems
Lily.ai
F5 Networks
DominoDataLabs
Motiv
Dataiku
Drata
Palo Alto Networks

Visibility into activity, pipeline, and execution fuels better decisions, faster corrections, and more predictable outcomes - without requiring reps to change their workflow.

Andrew Brown
Andrew Brown
Senior Vice President and Chief Revenue Officer

Your best reps have a pattern. Find it. Scale it.

  • See where your team is spending time and whether it's translating into pipeline, progression, and closed revenue - across every rep, segment, and territory.
  • 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
Find what works. Build a team that runs on it.

Know which accounts need your attention. Before they tell you.

  • See which accounts are receiving strategic attention and where coverage needs to be strengthened - across your full book of business.
  • Know which accounts need re-engagement before renewal - so your team acts early and retains revenue that's already been earned.
  • Spot expansion and upsell opportunities based on what's actually being said in calls, emails, and meetings - at scale.
Why it matters
Every account covered. Every opportunity in reach.

Walk into every room with the full story.

  • See the full revenue picture in one place: team performance, account health, pipeline momentum, and where the business is tracking against plan.
  • Ask the hardest questions and get straight answers: 'Where is growth coming from?' 'What's our biggest risk?' 'What's driving the gap between where we are and where we planned to be?'
  • Every answer grounded in complete activity data and your specific business context - trained on how your business actually sells.
Why it matters
Your number, backed by evidence. Every time.

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.
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FAQ

How does Backstory get to an answer - what's it pulling from?

Backstory captures every email, meeting, call, and chat your team has had - automatically matched to the right deals and accounts. It then reasons over that complete history to identify what's actually happening: where momentum is building, where risk is emerging, and what patterns across your business predict outcomes. The answer isn't a model's generic prediction. It's grounded in your actual deal history and what has worked - and hasn't - in your specific business.

What kinds of questions can I ask Backstory directly?

Ask anything you'd normally chase down across five systems. Backstory answers in seconds, grounded in your complete activity history, CRM data, and deal patterns:

Forecast Health

  • Is my commit defensible?
  • Which commits are backed by actual activity?
  • What needs to move for us to hit the number?

Deal Risk

  • Which deals are at risk of slipping?
  • Which deals have stalled and why?
  • What changed in this deal since last week?

Stakeholder Coverage

  • Is the economic buyer engaged?
  • Which champions have gone dark?
  • Are we multi-threaded in this account?

Coaching and Execution

  • Which reps are following the playbook?
  • Where are the execution gaps?
  • What does a winning deal pattern look like in our business?

For board meetings, Waterfall Charts show exactly what moved - slipped deals, new pipeline, wins, losses - so you can explain variance with evidence, not a best guess.

Can I use Backstory to prep for a board meeting or QBR?

Yes. Waterfall Charts show exactly what moved in your forecast - slipped deals, new pipeline, wins, losses - so you can explain variance in seconds. Walk in with the full story and a specific action plan. And if the board challenges a number, pull up the underlying engagement data in real time. No more defending forecasts with "the rep said it's solid."

Is the AI's reasoning transparent or is it a black box?

Transparent. Every risk flag and recommendation shows the underlying data - which conversations, which engagement patterns, which signals drove the answer. Click into any insight and see exactly what's behind it. You can defend the number because you can show the evidence.

How is this different from just looking at my CRM dashboards?

CRM dashboards show what got logged. Backstory answers what it means. One requires you to assemble a point of view from static reports. The other tells you what's real, what's at risk, and what to do - without waiting on anyone to update a field.

Does Backstory capture partner and co-sell activity?

Yes. Backstory captures activity across your full revenue motion - including partner and co-sell engagements - and matches it to the right accounts and opportunities. You can see how partners are influencing deals: which contacts they're engaged with, where they're adding momentum, and where gaps exist. You get the complete picture of every deal, not just what your direct team touched.

RELATED DIRECTORY

Deep Dive

Explore our curated guides, documentation, and partner directories to get the most out of your integration.
Pipeline Health & Deal Risk
solution
Know what's going to slip before it does and what to do about it.
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.
Run your business on answers, not assumptions.
resource
Turn every activity across your deals, accounts, and team into straight answers and make fast, confident decisions.

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