# Backstory Reviews **Vendor:** Backstory **Category:** [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) **Average Rating:** 4.5/5.0 **Total Reviews:** 630 ## About Backstory Backstory (formerly People.ai) is the Revenue Answers Platform for GTM leaders. Revenue leaders ask the same questions every day: Is this deal real? Where's my risk? What do I focus on next? Backstory gives you straight answers - grounded in 100% of actual revenue activity, not CRM guesses. With more than a decade of training AI models on billions of sales interactions, Backstory connects every signal to the right accounts and opportunities and delivers answers where you already work - whether that's your CRM, Claude, Copilot, or other AI tools you already use. With Backstory, you can: - Know which deals are real and which are at risk, without waiting for rep updates - Get forecast answers you can defend, backed by actual activity data - Ask revenue questions directly in the AI tools your team already uses - See exactly what's happening across your pipeline and what to do next Sales leaders from Red Hat, Palo Alto Networks, Iron Mountain, TransUnion, Five9, and Randstad rely on Backstory to drive trillions in pipeline and revenue. Recognized by Gartner and Forrester, the Inc. 5000, Y Combinator Top Companies, and Forbes AI 50. Based in San Francisco and backed by ICONIQ Capital, Andreessen Horowitz, and Lightspeed Venture Partners. ## Backstory Pros & Cons **What users like:** - Users appreciate the **helpful insights and customer success team** of People.ai, enhancing their sales processes and integration. (3 reviews) - Users value the **seamless CRM integration** of People.ai, enhancing visibility and decision-making through reliable insights. (2 reviews) - Users value the **exceptional customer support** from People.ai, enhancing their overall experience and driving success. (2 reviews) - Users value the **customization options** in People.ai, enhancing integration and driving impactful data-driven decisions. (2 reviews) - Users praise the **ease of use** of Backstory, highlighting its intuitive interface and seamless integration with existing systems. (2 reviews) - Easy Setup (2 reviews) - Features (2 reviews) - Integrations (2 reviews) - Users love the **intuitive interface** of People.ai, enhancing their experience with its beautiful design and AI capabilities. (2 reviews) - Reporting (2 reviews) ## Backstory Reviews ### 1. People.ai Transformed Our Sales Motion with Actionable Insights. **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan B. | SVP - Americas, Enterprise (> 1000 emp.) **Reviewed Date:** January 24, 2026 **What do you like best about Backstory?** I've used People.ai across multiple companies, and I can't recommend it enough. The platform has transformed how we manage our sales motion. The insights we gain are invaluable, allowing us to make data-driven decisions that truly impact our bottom line. The integration with our existing systems was seamless, and the Services team has been brilliant every step of the way. It's clear that People.ai is committed to helping us succeed. People.ai gives us reliable visibility into sales activity, account engagement, and stakeholder coverage without relying on manual CRM updates. The insights are genuinely usable for coaching and pipeline inspection, and the org/relationship views help teams navigate complex accounts faster. Integration to our existing systems was straightforward, and Customer Success has been super responsive whenever we’ve needed help. **What do you dislike about Backstory?** Nothing, but like any revenue intelligence platform, value depends on a good account hierarchy, underlying CRM hygiene and consistent user adoption. **What problems is Backstory solving and how is that benefiting you?** It reduces the “guesswork” in sales execution by turning activity and engagement data into practical, actionable signals for both reps and managers. We use it to improve pipeline quality, spot coverage gaps across stakeholders, meetings, and relationships, and coach reps with objective inputs rather than anecdotes. The net impact is improved sales performance, more productive coaching conversations, and a more consistent operating rhythm across teams, with less time spent chasing updates or stitching together reports. **Official Response from Stephanie Madsen:** > Thanks for the kind review and continued partnership, Jonathan! Your feedback over the years has directly influenced how we build, and we’re thrilled to be ingrained in your day-to-day. Keep the feedback coming : ) ### 2. Stellar Partnership and Streamlined Sales Processes **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie C. | Americas Manager of Enterprise Programs and Initiatives **Reviewed Date:** January 21, 2026 **What do you like best about Backstory?** I value People.ai's stellar customer success team. The CSEs truly integrate into the customer's organization and culture, which drives stronger alignment and influences the product roadmap in meaningful ways. I appreciate the true joint partnerships they create rather than transactional relationships. The experience of rolling out PeopleGlass was almost seamless, layering on top of our CRM. We helped co-create our forecasting module, and the partnership was incredible. Soon, People.ai will integrate into our internal AI assistant that the entire organization will use, not just sales. I recommend People.ai highly and am a big advocate. **What do you dislike about Backstory?** I do not have anything negative to say about People.ai. We are looking forward to seeing them to continue to grow and scale! **What problems is Backstory solving and how is that benefiting you?** People.ai improves accountability in account planning, making it a dynamic tool for the entire account team. It streamlines forecasting, reducing management hours and increasing accuracy with SalesAI. **Official Response from Stephanie Madsen:** > Thank you so much for this thoughtful review and for being such a strong partner and advocate, Jamie! We’re thrilled to hear that your experience with our Customer Success team has been positive and truly collaborative. We truly value your partnership and the insights you share, as they help shape our roadmap. ### 3. People.ai Saves Time with Automatic Salesforce Logging **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Backstory?** It is generally easy to use. Also, People.ai eliminates the need for manual data entry in Salesforce which is a huge time saver and improves productivity. The ability to automatically log emails and contacts has proved very useful to my team. **What do you dislike about Backstory?** The inaccuracies in data interpretation and lack of transparency are my biggest pain points. Also, with AI in general, content is at times low-quality and feels a bit unauthentic and unoriginal. It can take out the creativity aspect. **What problems is Backstory solving and how is that benefiting you?** The ability to eliminate manual data entry in Salesforce is huge for my team. It is a big time saver and has made us more productive as a whole. Automations also have been tremendously helpful in the productivity department! ### 4. User-Friendly and Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Backstory?** User friendly and intuitive. Great level of information. **What do you dislike about Backstory?** Haven't really had a downside. So far I'm very happy. **What problems is Backstory solving and how is that benefiting you?** Helps me manage my partners & opportunities. **Official Response from Stephanie Madsen:** > Thanks so much for the feedback! We’re glad to hear you’re finding People.ai user-friendly and intuitive, and that it’s helping you manage your partners and opportunities more effectively. We appreciate your support and are excited to keep delivering value to you and your team! ### 5. Compatible and customisable **Rating:** 4.5/5.0 stars **Reviewed by:** mellacheruvu N. | Senior Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2025 **What do you like best about Backstory?** More user friendly with attractive user interfaces **What do you dislike about Backstory?** Page time out sometimes not always which keeps the page buffer. **What problems is Backstory solving and how is that benefiting you?** Able to configure reports like a pro. **Official Response from Caitlin Marco:** > Thank you for your review! We're thrilled to hear that you find People.ai user-friendly.It's great to know that our reporting capabilities are helping you work like a pro! We appreciate your feedback on page timeouts and will share it with our team as we continue improving the platform. Thanks again for sharing your experience with us! ### 6. The BEST Salesforce Plugin **Rating:** 5.0/5.0 stars **Reviewed by:** Adam F. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2023 **What do you like best about Backstory?** PeopleGlass makes updating Salesforce INFINITELY better. As I am sure you are aware if you are reading this, Salesforce is a major pain to update: Whether its going through 2FA every 20 minutes or scrolling through a bunch of unnecessary fields to get to the meat of the opp. With PeopleGlass, I can track all my opps in a dynamic, spreadsheet, populate and update fields that matter, and generally save a ton of time and stress. Whereas before, updating opportunities would take hours and hours and get kicked to the end of my to-do list, I can now easily update opps on the fly. Forecasting meetings are also much easier to manage because I can just share my screen and clearly walk through my opps. **What do you dislike about Backstory?** Honestly, there is nothing I don't like about PeopleGlass. Maybe that it is too good to be true? But it is true... so I don't know! **What problems is Backstory solving and how is that benefiting you?** Updating Salesforce; prioritizing opportunities; managing next steps; sales forecasting. ### 7. PeopleGlass simplifies my work processes! **Rating:** 5.0/5.0 stars **Reviewed by:** Will F. | Enterprise (> 1000 emp.) **Reviewed Date:** September 19, 2023 **What do you like best about Backstory?** One work describes PeopleGlass. Simple. PeopleGlass simplies the steps I take to review/update information in SFDC. Installation/configuration was was. Since using PeopleGlass, I have experienced a reduction in time needed to peform existing tasks. **What do you dislike about Backstory?** I've told my colleagues the same message many times. There is no downside to using PeopleGlass. I've been a PeopleGlass user for approximately one month and there are still features I'm learning. When I do have questions, the PeopleGlass team have been extremely responsive and do an outstanding job highlighting how I can optimize my PeopleGlass experience. **What problems is Backstory solving and how is that benefiting you?** I've been a SFDC user for many years and have significant experience with reports and dashboards. Many of the reports I utilize in SFDC took considerable amount of time to build. After installing PeopleGlass, I was able to build views in minutes in PeopleGlass that took significantly longer in SFDC. In terms of day-to-day use of PeopleGlass, it's as simple as launching chrome. No need to log into SFDC, search for the report, and modify filters. PeopleGlass makes the process so much easier and faster. ### 8. Amazing App, beautiful UI. Feels like a professional PA on your side. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2024 **What do you like best about Backstory?** Fantastic use of AI in business. Amazing App, beautiful UI **What do you dislike about Backstory?** There is still scope for customizations, especially on a client/user level. Providing them with more customization options will help you make promising customers. **What problems is Backstory solving and how is that benefiting you?** It gives a brilliant competitive edge, making sure to provide more customized options to the users. ### 9. Cut my pipeline management time in half **Rating:** 5.0/5.0 stars **Reviewed by:** Erin G. | Enterprise (> 1000 emp.) **Reviewed Date:** September 11, 2023 **What do you like best about Backstory?** Everyone loves a nice organized spreadsheet, but making your own with ever changing sales opportunities is a futile effort. People glass essentially lets me build different 'sheets' / views of my deals, update them in spreadsheet format, and remains in sync with Salesforce. The best part is I needed 0 formal onboarding becasue the process / interface is so intuitive. **What do you dislike about Backstory?** Sometimes there is a lag when I am updating many cells at once, though this could be because of my machine. Working closely with our Peopleglass rep to improve this, and it's definitely not a deal breaker. **What problems is Backstory solving and how is that benefiting you?** Salesforce is complicated and People glass takes the data from SFDC (our single source of truth) and makes it easy for me to see / update / report on / add to while syncing directly with sales force. ### 10. Saves me so much time! **Rating:** 5.0/5.0 stars **Reviewed by:** Victor S. | Sales Leader - Commercial East, Enterprise (> 1000 emp.) **Reviewed Date:** June 15, 2023 **What do you like best about Backstory?** Having PeopleGlass saves me time with forecasting, 1:1s with my sellers, pipeline reviews, and collaborating with our extended team. With a modern feel and easy user interface, I set 10 views up in just minutes. **What do you dislike about Backstory?** The data pulled from other tools is really the only downside. Not a PeopoleGlass tool issue but ensuring there is clean data from the start is helpful. I will say this tool does allow us to help clean up the data and add/update new information quickly and easily. **What problems is Backstory solving and how is that benefiting you?** PeopleGlass saves me time from pulling several different reports in other tools. The ease of collecting the data no only saves me time but helps my reps stay up-to-date on tasks as they see a lot of time saved. With haveing so many members on our teams and extended teams this is an easy way to ensure everyone has the most up-to-date information and allows them to be proactive vs reactive with their sales. ## Backstory Discussions - [what is the best use of People.AI for sales reps?](https://www.g2.com/discussions/what-is-the-best-use-of-people-ai-for-sales-reps) - 1 comment, 1 upvote - [Can Salesforce be synced with People.ai?](https://www.g2.com/discussions/can-salesforce-be-synced-with-people-ai) - 1 comment - [Time to reflect activity in PeopleAI](https://www.g2.com/discussions/34636-time-to-reflect-activity-in-peopleai) - 1 comment - [View Backstory pricing details and edition comparison](https://www.g2.com/products/people-ai-backstory/reviews/backstory-review-3814670?section=pricing&secure%5Bexpires_at%5D=2026-05-20+07%3A38%3A41+-0500&secure%5Bsession_id%5D=8dfa1c8c-176a-4577-92f0-125a460e4682&secure%5Btoken%5D=49509c26f11b6334d0186bf31825749d7d0ac5de3942399cfeb1ef80eb2eb189&format=llm_user) ## Backstory Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) ## Backstory Features **Lead Intelligence** - Market Insights - Account-level Insights **Lead Facilitation** - Customer-facing Chatbot **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Revenue Sourcing and Forecasting** - Revenue History - Pipeline Management - Dashboard Analytics - Multi-Device Data Visualization - Data Segmentation - Predictive Forecasting - Revenue Operations Cadence **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Coaching** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Decision Making **Agentic AI - Revenue AI Platforms** - Natural Language Interaction - Proactive Assistance - Autonomous Task Execution - Cross-system Integration - Decision Making - Adaptive Learning **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Lead Management** - Segmentation - Predictive Scoring - Account Identification **Training** - Knowledge Base - Coaching Materials - Playbook Creation - Video Record **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Editing & Design** - Drag-and-Drop - Update - Customize - Details - Restructure **Intelligence** - Opportunity Identification - Smart Content **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Marketing Leads - Contact Capture **Platform - Revenue AI Platforms** - Conversation Intelligence - Predictive Forecasting - CRM Data Enrichment - Actionable Insights - Risk Flagging - Workflow Orchestration - Sales Coaching - Pipeline & Deal Management - Customer Data Capture **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Marketing Campaigns** - Media Attribution - Opportunity Timeline - Customization **Feedback** - Review - Scorecard - Coaching Card - Leaderboard - Real-Time Updates - Notifications - Competition **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Performance Analysis** - Coaching - Peformance Tracking **Mapping** - Multiple Org Charts - Stakeholder Roles **Account Management** - Nonengaged Accounts - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Agentic AI - Org Chart** - Proactive Assistance **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Campaign Execution** - Prioritized Accounts - Trending Accounts - Email Campaigns **Administrative** - Integration - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Summarization **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Cross-system Integration - Adaptive Learning - Decision Making **Agentic AI - Customer Revenue Optimization** - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Account Data Management** - Cross-system Integration - Adaptive Learning - Decision Making **Agentic AI - AI Sales Assistant** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Decision Making ## Top Backstory Alternatives - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,494 reviews) - 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