--- title: Backstory Reviews meta_title: 'Backstory Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 630 reviews by the users' company size, role or industry to find out how Backstory works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 630 scale: '5' date_modified: '2026-08-09' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # 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 customer success team** at People.ai, enhancing collaboration and support throughout the experience. (3 reviews) - Users commend the **seamless CRM integration** of People.ai, enhancing sales management and driving better decision-making. (2 reviews) - Users praise the **responsive customer support** of People.ai, highlighting their commitment to success and seamless integration. (2 reviews) - Users love the **customization options** with People.ai, promoting seamless integration and tailored insights for improved sales management. (2 reviews) - Users find **Backstory's ease of use** exceptional, enjoying seamless integration and intuitive functionality throughout their workflow. (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. Good way to look at your data **Rating:** 3.5/5.0 stars **Reviewed by:** Bob O. | AE, Enterprise (> 1000 emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Backstory?** I like the account insights, which make it easy to understand how team members have engaged with your accounts in the past. I have found valuable insights in the intelligence aggregated through the platform without having to dig through Salesforce for the same information. I have also found that opportunity tracking is very easy on the platform. I am provided with a number of different metrics that help me to understand the gaps in my deals. **What do you dislike about Backstory?** I think it is a bit tedious to have so much information tracked to such a detailed level. Often, I find that managers use this information to manage by focusing on the wrong metrics. The fact of the matter is that dollars of revenue produced is more important than the number of meetings hosted in a week. **Recommendations to others considering Backstory:** Consider the data that is most important to your organization. By first understanding the key metrics and then developing the strategy for success, you will determine if People.ai is the right tool for you. This technology needs to be adopted not just by the management team but by the AEs/users as well. If users believe that this data can help them to sell better, and not just be tracked on various metrics, this tool will have a lot of success in your organization. **What problems is Backstory solving and how is that benefiting you?** I am solving the problem of not quickly understanding how and when someone engaged my accounts in the past. I have found that there are multiple benefits to the account intelligence, as well as the ability to track my ongoing opportunities from a central hub. ### 2. People.ai Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Enterprise (> 1000 emp.) **Reviewed Date:** August 15, 2019 **What do you like best about Backstory?** I like that I can quickly see my activity and that it pulls in data from Apollo and Salesforce. I also like that I can see how am I pacing in comparison to my peers. The emails that come each morning are very helpful in tracking my activity. They keep me motivated. **What do you dislike about Backstory?** I don't like that calls I've manually added into Salesforce are not tracked in People.ai. It doesn't allow me to accurately track all of my activity in one area. I have to open multiple reports to see all of my activity. **Recommendations to others considering Backstory:** Use it daily to track your activity and to improve your activity day by day and week by week. **What problems is Backstory solving and how is that benefiting you?** I am not having any problems with the tool. It is easy to use and we don't have a ton of features setup in the tool today. It works well and I like the emails that come each morning with my activity from the previous day. ### 3. Huge potential, fascinating & useful data, but lacking in execution **Rating:** 3.5/5.0 stars **Reviewed by:** Cory H. | Senior Strategy & Analytics Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** August 18, 2021 **What do you like best about Backstory?** The level of data that you can get out of your sales teams is awesome. Can leverage activities sales is performing to inform all kinds of business models/decisions around account tiering, territory planning, sales coverage etc. **What do you dislike about Backstory?** The API is incredibly difficult to use if you want to pull people.ai's data into your own systems. Web app is great for basic reporting, but to do real analysis you need the API connection and it has been a huge pain to get up and running (6+ months of work for many team members) **What problems is Backstory solving and how is that benefiting you?** We use peopleai for rep coaching and GTM analysis. We use it to better understand how to help reps improve and hit thier quotas as well as how we can tweak our company's GTM motion to optimize for best results. ### 4. Will be a time saver **Rating:** 4.0/5.0 stars **Reviewed by:** Jen G. | Regional Sales Manager, Large Enterprise, Enterprise (> 1000 emp.) **Reviewed Date:** December 10, 2021 **What do you like best about Backstory?** I like the ability to do mass updating, and the UI is great-looking. I anticipate it will be a huge timesaver. **What do you dislike about Backstory?** It's not entirely set up for us yet. One field is not working, but I'm confident it will be once it's configured. **What problems is Backstory solving and how is that benefiting you?** In order to log my meetings in PeopleAI correctly, I used to have to update each meeting every Friday one by one. Using Peopleglass is a lot easier. ### 5. There are bugs, but this can organise pipeline **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2022 **What do you like best about Backstory?** Ability to view multiple columns from Salesforce and change them. This is very convenient. I also like the way I can create custom columns **What do you dislike about Backstory?** I'm an early adopter of this tool. Content doesn't always load, this can be frustrating. Also, the sort function doesn't often work, and I don't always want it to save **What problems is Backstory solving and how is that benefiting you?** For pipeline management this is invaluable and how I envisage using the tool **Official Response from Rick Reid:** > Thanks for your feedback. We have a new release coming very soon that might help. ### 6. Implementation Team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2021 **What do you like best about Backstory?** Everyone on each weekly call was very knowledgeable, and all were ready to help! **What do you dislike about Backstory?** We found some critical information needed from other teams that could have helped move things along a little easier, but we did the best we could, and the People.ai folks were very patient. **What problems is Backstory solving and how is that benefiting you?** We can automate certain aspects of our deals now that we use to do manually and get a better assessment of the opportunities. **Official Response from Mark Gallant:** > Thank you for the great review and shoutout to our expert implementation and services team! ### 7. Pretty good. makes SFDC updates easier **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2022 **What do you like best about Backstory?** I like that certain fields can be updated **What do you dislike about Backstory?** Several locked fields make it hard to complete updating tasks assigned to us. Need to open SFDC reports directly in PG and not have to recreate **What problems is Backstory solving and how is that benefiting you?** Updating reports quicker **Official Response from Rick Reid:** > Thank you for the feedback. We'd like to know about which tasks you referring to, and how we can make it better. Send a note with specifics to support@people.ai. ### 8. Definitely saves time! Went from 3-4 hours of data entry to less than 1 **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2021 **What do you like best about Backstory?** I don't need to see every field that managers need or that the sales team wants every time; however, being able to pull all the areas in and reorder them to fit my specific needs was very helpful. I probably went from 3 hours of data entry on weekends to just updating all the necessary fields I needed to throughout the week. **What do you dislike about Backstory?** The one thing that annoyed me very much is the discrepancy over how to add an extra line (salesforce does it one way, this does it another). Sometimes I would use "shift+enter" instead of "control+enter," and it would submit the record instead of letting me continue to enter my notes. This is an easy fix, and I'm sure the team will address it soon. **Recommendations to others considering Backstory:** easy to set up, got everything up and running myself without any help from support. Some unique and small are still not there, like I would love to see the ability to autofill the date of the task as the current day for example **What problems is Backstory solving and how is that benefiting you?** Easier to keep all my records up and in front of me, instead of constantly being signed out of SFDC or updating a record by accident then loosing the update because I was signed out. ### 9. PeopleGlass! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 22, 2021 **What do you like best about Backstory?** Totally great way to follow and organize thoughts for salesforce data. Its great of inline editing and it is a efficient and easy way for users to visualize and see the platform. Great way to see everything on one clear and distint dashboard outside of salesforce **What do you dislike about Backstory?** A better way to improve people glass is the ability to change font color, when copy and pasting items into people glass sometimes the font colors don't change. **What problems is Backstory solving and how is that benefiting you?** On my team, they do not allow us to mass inline edit. People glass allows us to inline edit and is more effiecent with with my time when update mass amounts of salesforce opps. ### 10. A time-saver! **Rating:** 4.0/5.0 stars **Reviewed by:** Lenora B. | Customer Success, Scale, Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2021 **What do you like best about Backstory?** Helps me make updates on Salesforce in one place without having to open up too many tabs. Also, allows to make mass updates when you have a large portfolio of customers to deal with **What do you dislike about Backstory?** Too many sub-dependencies on other factors when updating. Initially, I couldn't understand what errors I was making. Better enablement could help. **Recommendations to others considering Backstory:** You have to try it to know it! **What problems is Backstory solving and how is that benefiting you?** Quick and mass updates to the SF data that I manage. **Official Response from Kate Walsh:** > Hey there! Thanks for sharing your feedback—it really does help us build a better product. We hear you re: the dependencies when updating. We're digging into a better solution and will keep you posted when we land on one. Thanks again for being a valued customer of PeopleGlass! ### 11. Easy access and visualization of team and opportunity activities **Rating:** 4.0/5.0 stars **Reviewed by:** Tim N. | Marketing Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** August 13, 2021 **What do you like best about Backstory?** People.ai has made it easy to visualize team and opportunity activities to better analyze previous opportunity history and what worked/didn't, as well as get ahead of current opportunities to drive towards closing. Additionally, the additional contacts that people.ai associates with accounts/opportunities is helpful in creating a more complete contact influence on the opportunity. **What do you dislike about Backstory?** While it doesn't happen too often, sometimes the platform does miss activities, or miss-associate additional contacts to the opp or account. **What problems is Backstory solving and how is that benefiting you?** People.ai is helping me better understand which opps are getting attention and which opps are not, which opps are most engaged and which are not, where the gaps in our funnel are, and how teams are following up with opportunities, all in an easy visual layout. ### 12. Quick access to information and easily customizable report **Rating:** 4.0/5.0 stars **Reviewed by:** David iGGy I. | Senior Enterprise CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2022 **What do you like best about Backstory?** Intuitive customization and fast startup to productivity **What do you dislike about Backstory?** So far, I have not experienced any limitations to what information I need **Recommendations to others considering Backstory:** Give it a shot, you will be pleased **What problems is Backstory solving and how is that benefiting you?** Quick access to specific fields and easy customization to only the information I want to see ### 13. works good for creating a competitive but encouraging environment **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 30, 2022 **What do you like best about Backstory?** seeing how my peers are doing compared to me **What do you dislike about Backstory?** it can stress me out if others are doing better than I. **What problems is Backstory solving and how is that benefiting you?** seeing what my expectations should be based on my peers performance. **Official Response from Rick Reid:** > Thanks for the review - sorry it is adding to your stress level, but hopefully you are using that as fuel to close more business (using insights from People.ai). ### 14. Really intuitive tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2021 **What do you like best about Backstory?** It's an intuitive tool that makes updating your Salesforce pipeline much easier without having to click into each opportunity to make simple edits. I like the excel spreadsheet feel of it. **What do you dislike about Backstory?** Navigating the different views and trying to find the report I'm looking for can be a bit of a challenge, but I'm sure it'll get easier the more I use the tool. **What problems is Backstory solving and how is that benefiting you?** Updating pipeline in Salesforce can sometimes be a pain, especially if you need to update multiple fields consistently. PeopleGlass makes it easy to update everything on the fly. It saves me time in prepping for forecast calls and results in cleaner pipeline. ### 15. Extremely helpful in understanding customer interest **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2022 **What do you like best about Backstory?** Easy to consume information that makes it easier to understand customer interest **What do you dislike about Backstory?** Sometimes the information isn't always reliable **What problems is Backstory solving and how is that benefiting you?** Understanding where our customers are showing interest to give a better idea on how to prospect **Official Response from Rick Reid:** > Thank you for the review. I assume you mean the activity capture isn't accurate? If you email support@people.ai with details for how you find some data unreliable we can look into how to improve it. ### 16. Powerful insights for sales teams and leaders **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2021 **What do you like best about Backstory?** - Ability to create pull data from Outlook calendar meetings means capturing all your important activities during the week and a visual story of time investment, and returns per customer account. - Slack integration makes it easy for sales teams to validate the customer accounts for their meetings and events. - Provides a holistic view of engagements with customers and partners, and progress made at each step, or the lack of it. **What do you dislike about Backstory?** - Sales teams having to use yet another platform and login to get data insights - The success of the data available is heavily dependent on the validation by the sales folks, at least the way our team utilizes the software. So, in addition to being time-consuming and an extra step or two for the sales folks, the data accuracy is only as good as the team's input. **What problems is Backstory solving and how is that benefiting you?** - Leaders can visualize how much time their reps are spending on critical accounts and set realistic expectations. - The data is directly related to Accounts and Opportunities in SFDC. On numerous occasions, we have been able to identify and resolve bottlenecks and move the deal through the funnel much faster. ### 17. Saves time, makes manager-AM coaching easier **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2021 **What do you like best about Backstory?** The fact that you and your management have the same view of your activity; you no longer have to work to log calls/meetings/Pipeline generation efforts. It makes 1:1 meetings easier, such that you don't have to worry about collecting, codifying, and presenting the data. **What do you dislike about Backstory?** Within our organization we have particular "leading indicators" we need to hit; aka x number of "New business meetings", x number of "discovery calls" and so on. It would be great to be able to see our leading indicators in a dashboard sense. I know i can log these as NBMs or discovery or POV activity, but I don't feel that data goes anywhere or ends up helpful for an individual contributor (perhaps its shown at the manager level). Additionally, I do not understand how the "leaderboard" works for each team. That being said, our management does not monitor the leaderboard so its not a huge issue. **What problems is Backstory solving and how is that benefiting you?** Mainly for me it's twofold: 1) understanding how efficient and effective I am at hitting my key indicators for my group and 2) making it easier to have candid, effective conversations with my management about my PG and sales strategy. Those are the key benefits as well ### 18. Simple & Powerful Activity Capture **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2021 **What do you like best about Backstory?** I haven't found a better, simpler tool for capturing activity data and posting it into the CRM yet. Good logic and matching baked into the platform ensures that most things get to the right account without any human intervention. We don't use the analytics capabilities much, but they are pretty robust and easy to set up. For a time-strapped ops team, the ability to put something in front of a Sales leader is key and people.ai gets you there quickly. We're moving into trialing these in Salesforce, which I think is a pretty key step up. I would love more automation / fluidity to the metrics definitions but they're ok for now. Long term, would also love for inline edit for reps - I think this will be the killer thing to get the data correct. **What do you dislike about Backstory?** Better backend reporting (ex: unmatched activities by rep is not a report you can get...). In general, admin tools are still fairly scattered and aren't very robust, but this seems to be changing over time. A lot of things are done through their support team, which can sometimes take a while. Would also like to see them consolidate and end of life certain aspects of the tool that are not being developed anymore to streamline the experience. They also like to shadow launch certain features; these then need to be turned on manually by your CSM / support reps. This is annoying as a legacy account. **Recommendations to others considering Backstory:** Ensure you're being very communicative with your needs, and try to keep up with product releases to make sure they're being applied to your account. **What problems is Backstory solving and how is that benefiting you?** Pulling in Activities data into the CRM from GCal for our reps. We've built a lot of analytics for engagement & conversion rates in our Top of Funnel based on this data. ### 19. Great Relationship Mapper! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2022 **What do you like best about Backstory?** Relationship Mapper and Mutual Action Plan **What do you dislike about Backstory?** Sometimes data doesn't pull properly or created duplicates of people **What problems is Backstory solving and how is that benefiting you?** Mapping accounts, scoring and useful on forecast calls **Official Response from Rick Reid:** > Thank you for the review! We are glad you are getting use out of the relationship maps and mutual action plan features. We work really hard at matching activities - please reach out to support@people.ai with details so we can diagnose the issue. ### 20. Good for comparative statistics **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Backstory?** People.ai has real-time data and metrics. I utilize the platform the most to see where I track against my peers and ensure that metrics expected of me are being met and being able to do that with real-time data helps you feel more accomplished when it's time to log off for the day. **What do you dislike about Backstory?** I use the platform most of comparative statistics as the time worked, for example, does not consider the time spent on some activities (such as instant messaging, web research). It can be alarming to see the time worked numbers; however, keeping it comparative versus focusing on accuracy allows you to get the most out of the platform. **Recommendations to others considering Backstory:** Best for comparative statistics when looking at sales output (my primary use). Don't get too caught up in the exact number, but where you stand amongst your peers. It gives you other metrics outside of quota to track to and have conversations with management. **What problems is Backstory solving and how is that benefiting you?** As an individual contributor, I am not particularly solving problems with the platform. With a broader sales org/management view, I believe it helps solve the problem of visibility while working from home. It allows management to have a real-time look into our output in the days. It can help ease nerves of productivity levels within a salesforce while not being in the office. ### 21. Saves time **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.) **Reviewed Date:** May 26, 2022 **What do you like best about Backstory?** Such a simple interface to update information **What do you dislike about Backstory?** Take time to load initially. No steps were given to integrating with SFDC and how to pull the reports **What problems is Backstory solving and how is that benefiting you?** Problem-solving - Updating records with saving time ### 22. My experience of People.ai: the numbers don't lie! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2021 **What do you like best about Backstory?** 1) I love the Team Performance dashboard that shows, at a glance, what our team's leading indicators are on activity. It's no surprise that our top performers consistently show up with the highest activity and engagement (even allowing for a margin of error in the data. Conversely, the bottom performers also show the lowest activity numbers. 2) Nothing beats being able to sit down with sales reps and understand where they are spending their time - and if it is in the right (most important areas). In sales, time is one of our most valuable and limited assets, so sticking to a plan is key 3) Love the email alerts which flag concerns up and then allow us to have an objective look around engagement levels and planning for deals 4) I LOVE that it imports new contacts and meeting activity - LESS ADMIN for our sales reps - gotta love that!! **What do you dislike about Backstory?** Sometimes the numbers dont' seem quite right. While I understand that the numbers are not meant to be scientifically exact, and the overall trend doesn't lie, it would be good to see drill into some data in a more granular way and understand where the numbers come from in more detail. I also wish people.ai integrated misses calls that sales reps make from their mobile phones. I believe it is possible to integrate our soft phone solution, but we don't have that yet. **Recommendations to others considering Backstory:** Spend time with your CSM from people.ai. In order to really make it useful, spend time with a few people leaders at your company and exchange how they are using it - that by far has been most helpful in understanding how to get value from people.ai in our own business **What problems is Backstory solving and how is that benefiting you?** Using people.ai has allowed us to show our teams, beyond the shadow of a doubt, that activity leads to the highest pipeline and results. It's also allowed our teams to ensure they stay on track on the items that actually require the most time (strategic, top deals) and that our time is not getting sucked up by low-value, low-return issues ### 23. Works well for its intended purpose **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2021 **What do you like best about Backstory?** An insightful tool that helps measure activity throughout the day, week, or month. It helps me compare my activity to that of my peers that I was unable to see before. **What do you dislike about Backstory?** I don't believe all of my activity is correctly being reported. Some days the tool will say I have spent hours emailing and almost no time in meetings when in fact the opposite is true. Other days the report seems much more accurate to the activity I have completed. Like any similar tool, with great power comes great responsibility in terms of sales management. **What problems is Backstory solving and how is that benefiting you?** The problems I have been able to solve revolve around knowing where my time is spent and what activity drives what results. The benefits are obvious - you have much better insight into your activity and that of your peers. ### 24. Useful product. Saves time copying information to excel or google sheets. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Enterprise (> 1000 emp.) **Reviewed Date:** February 14, 2022 **What do you like best about Backstory?** That it copies my accounts directly from Salesforce and quick notes are added **What do you dislike about Backstory?** It's difficult to add filters. You have to hit enter on the keyboard to save information in cells **What problems is Backstory solving and how is that benefiting you?** I'm saving time in my day to focus on more value add. **Official Response from Rick Reid:** > Thanks. We have a new release coming in a couple of weeks (mid-May) that should make things easier. ### 25. User Experience for People Glass **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Backstory?** The flexibility that is allow you to edit bulk info and automatically sync with salesforce **What do you dislike about Backstory?** sometimes the loading time is a bit long **What problems is Backstory solving and how is that benefiting you?** Improve my efficiency and productivity, I don't have to manage everything from our CRM but people glass is much easier to use and looks prettier. ### 26. People AI Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2021 **What do you like best about Backstory?** The insights on which accounts I targeted and contacted during the day. Makes you stay accountable for activity. **What do you dislike about Backstory?** It is a little big brotherly. Some managers can use it to micromanage employees. I think sometimes the data is a bit off on the amount of emails sent. It doesnt track certain mass blast emails. **Recommendations to others considering Backstory:** This tool is great for managers. But if you are trying to build a culture of trust for your front line workers not the best tool. Managers love the tool and the front line workers do not enjoy. Every sales motion is micromanaged using the tool. **What problems is Backstory solving and how is that benefiting you?** It is more of a management tool than a sales tool. Doesnt necessarily help when deals for sales reps but gives managers an idea of what reps are doing. ### 27. PeopleGlass **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 20, 2022 **What do you like best about Backstory?** A simplified dashboard with customizable columns allows you to drill down on data relevant to you. **What do you dislike about Backstory?** When trying to adjust some fields, I am required to redirect to opportunities within Salesforce which is frustrating. **What problems is Backstory solving and how is that benefiting you?** Singular dashboard to view opportunities Reduced Admin overhead **Official Response from Rick Reid:** > Thanks for the feedback! Which fields are redirected that you would like to see improved? Send us a note at support@people.ai with your specifics. ### 28. How am I pacing? **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Backstory?** I enjoy my daily update of People.ai because it lets me know how my effort is faring compared to my teammates. I'm able to glean great information on how balanced my approach to creating or closing business is. If I need to put more emphasis on meetings vs emails vs calls, I have all of that insight. Also, I am able to see other top performers are placing most of their effort, and adjust accordingly. **What do you dislike about Backstory?** There isn't much. I like all of the features! **What problems is Backstory solving and how is that benefiting you?** The problems that I am solving is all around balance of effort. I am able to be more strategic with my time. Lots of meetings don't always mean good productivity. People.ai lets me compare my effort and results to other's effort and results. ### 29. Great for accountability! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Backstory?** I like how people.ai gives me a high-level overview of how I'm spending my time but also allows me to get as granular as I would like. It is also great to use for prospecting into accounts allowing you to see who you have contacted and when and allows you to add new contacts. I'm very competitive so this tool really pushes me to make sure I'm being productive. **What do you dislike about Backstory?** I wish it was updated more real-time but I bet that is based on my companies subscription. **What problems is Backstory solving and how is that benefiting you?** Allows me to see what accounts I'm not spending enough time reaching out to along. It also shows me if I should start focusing on connecting with new contracts. The benefits are it's helping me be a better sales person. ### 30. Very useful tool to manage your time and resources **Rating:** 4.0/5.0 stars **Reviewed by:** RENATA T. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2021 **What do you like best about Backstory?** I like best the customer reply time report and the functionality that permits to define personal goals (ex: Total Opportunities Engaged) **What do you dislike about Backstory?** Not always people.ai classifies correctly my calendar appointments. It does not happen often, but I usually don´t notice it has classified wrongly at the time to correct it at the origin. **What problems is Backstory solving and how is that benefiting you?** I have several targets to pursue in my day-to-day operation. It is fantastic how we can follow all actions easily for ourselves and for the team. ### 31. People.AI Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Backstory?** When I first start a new company, I love to see that they have People AI as it gives me an easy way to "shadow" calls without asking each rep. People AI does a great job of providing recommended content for me to review. Making it easy for me to search for keywords and to find content. **What do you dislike about Backstory?** No true downsides of using People AI, the tool is excellent. I have clients who wish not to have calls recorded, but that is a personal preference per client. **What problems is Backstory solving and how is that benefiting you?** I can reference specific statements that I made in my calls and easily find them. Plus, being able to search for others in my organization who have discussed similar topics. ### 32. People AI Jared **Rating:** 4.0/5.0 stars **Reviewed by:** Jared H. | Account Exec, Enterprise (> 1000 emp.) **Reviewed Date:** August 04, 2021 **What do you like best about Backstory?** It gives me clear data into how i am performing in compassion to my peers **What do you dislike about Backstory?** its a little "anxiety-inducing" to see how my entire day is calculated and put on a chart. I feel that data is missing sometimes **What problems is Backstory solving and how is that benefiting you?** How i can be more active throughout my day is the biggest benifet. I see that i spend too much time on emails and not enough time making calls. It has made me more time concience ### 33. Great to measure engagement with your customers **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 21, 2022 **What do you like best about Backstory?** We use engagement scores to track activity with our accounts with a customer focus mindset and to grow pipeline **What do you dislike about Backstory?** It requires better enablement to fully use the product functionalities **What problems is Backstory solving and how is that benefiting you?** Better engagement with customers, building pipeline **Official Response from Mark Gallant:** > Thank you for leaving a review for People.ai. We also know that we can always improve and we're constantly working to do so. I'll pass the enablement note to our services and training teams. Great to hear that we are helping you with better customer engagement and building pipeline! ### 34. People.ai **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** March 24, 2022 **What do you like best about Backstory?** Good Analytic tool to provide sales insight and great ease of integration **What do you dislike about Backstory?** Would be great if the product is customizable as per client needs **What problems is Backstory solving and how is that benefiting you?** Providing Sales insights into Accounts/opportunities for revenue generation **Official Response from Mark Gallant:** > Thank you for leaving a great review for People.ai. We also know that we can always improve and we're constantly working to do so. While many things can be configured in your site's installation today, we are greatly expanding that capability in our upcoming release. Thanks again and stay tuned! ### 35. Powerful time-saver tool for Sales teams **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 18, 2021 **What do you like best about Backstory?** Integration email-salesforce user-friendly interface internal activity insight dashboards fast data entry from email to crm **What do you dislike about Backstory?** compared to other competitors, it lacks some activity tracking features (i.e., can you see when and how many times a contact opens an email you sent) **Recommendations to others considering Backstory:** use the quick add feature to boost your sales productivity: you can easily add your email activity to salesforce opportunities, accounts, and contacts without opening multiple tabs **What problems is Backstory solving and how is that benefiting you?** Improved productivity through time optimization By syncing Gmail with salesforce, I can easily create sales activities and add them to the CRM Increase available daily time for sales activity ### 36. Peopleglass review **Rating:** 4.0/5.0 stars **Reviewed by:** Arthur L. | r, Enterprise (> 1000 emp.) **Reviewed Date:** December 06, 2021 **What do you like best about Backstory?** the fact that I can do bulk updates on the same page **What do you dislike about Backstory?** the fact that in the filters I have to select my mail adress and name each time **Recommendations to others considering Backstory:** look at bulk updates capabilities **What problems is Backstory solving and how is that benefiting you?** I save time doing bulk updates ### 37. App Annie Feedback - Director AM West Team **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Backstory?** Ease of use and integration within the CRM **What do you dislike about Backstory?** Nothing yet but I'm basically a quarter into the new role so I'm sure I'll have more feedback soon. **Recommendations to others considering Backstory:** NA **What problems is Backstory solving and how is that benefiting you?** It's not so much a dislike but I'd like to have automation around alerts that I can set up for my team (this might already exist and I'm unaware) so I can track issues within accounts that are up for renewal or to get ahead of pipeline issues that I see as redflags down the road (i.e. low usage) ### 38. Great tool with tons of insights **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** July 30, 2021 **What do you like best about Backstory?** I like the daily re-caps on my team's activity. Really helps to get a sense on trends, high vs. low performers, etc. **What do you dislike about Backstory?** For what I use people.ai for, I don't have many dislikes of the product. You're able to move the data around pretty easily and it gives a lot of detail! **What problems is Backstory solving and how is that benefiting you?** Mostly coaching issues. I'm able to address where someone is spending most of their time and coach to that. Also helps keep tabs on who is putting in the extra time/effort every day. ### 39. Big help **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 27, 2022 **What do you like best about Backstory?** In line editing, faster load times, easy recall **What do you dislike about Backstory?** So far so good, no templates for common reports, limited in line editing for some fields **What problems is Backstory solving and how is that benefiting you?** Working faster and easier compared to salesforce ### 40. People.AI empowers your team with the insights needed across the organization. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Backstory?** The core benefits that People.AI provides for my team revolve around data hygiene, actionable insights, and accountability. Not only does the platform automate many tedious tasks, it also provides insights into our existing customer accounts. There are several analytics/dashboarding capabilities we use daily to help improve our team performance. **What do you dislike about Backstory?** The only part that I "dislike" is the minor hiccups regarding the matching algorithm. Because this is built for "sales" teams, the integration/push to SFDC can cause issues. **What problems is Backstory solving and how is that benefiting you?** Automation and Insights into team performance/activity are the key problems we are solving with People.AI The key benefits are: - Time back to our reps with automating data capture - Insights into customer account activity - Results of specific playbooks/meetings with our customers ### 41. Good service! Useful Info! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Backstory?** Team activities and Meeting monitor is super helpful **What do you dislike about Backstory?** The UI is a little challenging at times to learn, especially remotely **Recommendations to others considering Backstory:** You have to use State abbreviations when creating new accounts **What problems is Backstory solving and how is that benefiting you?** I have been able to grow pipeline and close opportunities using People.ai ### 42. Necessary **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2021 **What do you like best about Backstory?** Ease of use with the Slack integration The rep specific view is extremely useful and is very few clicks **What do you dislike about Backstory?** Dashboarding can be improved Ability to raise a ticket may be useful **Recommendations to others considering Backstory:** None **What problems is Backstory solving and how is that benefiting you?** Solving the problem of KPI's not being accumulated over 2 quarters With the manual KPI measurement, the figures don't accumulate over quarters Easy to cheat the system when doing KPI measurement manually Takes so long to summarise last quarter information, People AI does it quickly ### 43. Invaluable Data **Rating:** 4.0/5.0 stars **Reviewed by:** Dana S. | Senior Demand Generation Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 09, 2021 **What do you like best about Backstory?** The automation of contact creation has given us excellent insights into key personas and a much clearer picture of our buying team. **What do you dislike about Backstory?** The UI can be a little clunky, and some functionality is only available upon custom request. **What problems is Backstory solving and how is that benefiting you?** We have a whole new level of insight into ALL of the contacts involved with historical opportunities and deals, which has provided a much better understanding of who we need to target in future campaign initiatives. ### 44. People.ai review! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2021 **What do you like best about Backstory?** The automation involved. I do nothing, and insights are sent my way! **What do you dislike about Backstory?** Sometimes the alerts are redundant or aren't synced with all systems so I'm getting multiple alerts about the same calls/tasks. **Recommendations to others considering Backstory:** Let it do the work for you! **What problems is Backstory solving and how is that benefiting you?** Keeping up with follow-up tasks or calls coming up. Many times I forget towards the end of the day all that happened, a quick note from people.ai helps me get back on track and finish the day strong. ### 45. Another. String in the Bow **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** August 04, 2021 **What do you like best about Backstory?** It helps keep me competitive with my Team even when working from home **What do you dislike about Backstory?** That the snapshot email doesnt always include myself, even though i appear higher in the list of the 5 displayed users reportsd **Recommendations to others considering Backstory:** Get someone well versed in the solution to refresh you every 6-12 months, as there's always. lots i forget **What problems is Backstory solving and how is that benefiting you?** Getting distracted during the day is a lot harder when you know you'll get an overview of your performace throughout the day ### 46. its nice to see my activity all in one place **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 30, 2021 **What do you like best about Backstory?** I like having my completed and upcoming meetings for the day,week, month all showing so i can see my progress. Also activity compared to the rest of my team is nice to see **What do you dislike about Backstory?** i sometimes dont like comparing my stats to other people. Especially when im OOO but people AI doesnt know that so it looks like I am slacking compared to the rest of the group **What problems is Backstory solving and how is that benefiting you?** helps me look at my response time and track my opportunities ### 47. People.ai has been a product we have been using in my org and it has really helped with my role **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2021 **What do you like best about Backstory?** The ability for you to help track sales deals that are closing and keep organized **What do you dislike about Backstory?** The user experience can be a little weird and annoying at times. It feels like certain data and stats are repeated all the time and might take away from the whole experience **What problems is Backstory solving and how is that benefiting you?** Keep track of the opps I have and the different outreach I have done to accounts and look at how my team mates are working on their accounts ### 48. PeopleGlass **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** December 28, 2021 **What do you like best about Backstory?** Easy to change fields instead of opening multiple tabs. **What do you dislike about Backstory?** Hard to search for multiple people at one time or multiple factors at once. **What problems is Backstory solving and how is that benefiting you?** Easier to change reports than before and hopefully the rest of the organization will use it. ### 49. Good tool for basic analysis of time allocation & efficiency **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Backstory?** Detailed data facilitates really in-depth analysis. Exporting the meeting-level data helped us uncover lots of great insights that will help our people work better and focus on the right things **What do you dislike about Backstory?** Detailed data export could have more options for structuring the data. Also, the associations with accounts and sales opportunities have a higher error rate than we'd like. **What problems is Backstory solving and how is that benefiting you?** Individual efficiency. We are identifying where the ROI of time spent is low and how we can improve that. ### 50. Great for activity visibility **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2021 **What do you like best about Backstory?** Nice integration with Salesforce, easy to see activity across multiple members, easy to navigate, great dashboards **What do you dislike about Backstory?** Some information is inaccurate, search tool can struggle to find correct account/contact, needs more customization **Recommendations to others considering Backstory:** Trial it with real live data **What problems is Backstory solving and how is that benefiting you?** trying to get a better view of team's activity, better insights into deals. We've been able to dive deeper into accounts and understand where we may need to pick up our activity. ## 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?filters%5Bnps_score%5D=4&page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+14%3A02%3A49+-0500&secure%5Bsession_id%5D=2f08a8b1-b335-48ee-b885-db9dbe518de5&secure%5Btoken%5D=8b40ed183a21cbe09ac098d649c51401a4216df042853f6ef5e831cdeb3eba6f&format=llm_user) ## Backstory Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) ## Backstory Features **Lead Intelligence** - Market Insights - Account-level Insights **Lead Facilitation** - Customer-facing Chatbot **Logistics** - Social Media Integration **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 - Third-Party Integrations - CRM Integration **Agentic AI - Sales Coaching** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Decision Making - AI/Machine Learning - Third-Party Integrations **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 - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **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 - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **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/Tracking - Sales Reports - Incentive Management **Performance Analysis** - Coaching - Peformance Tracking - Email Tracking - Call 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 **Additional Functionality** - Mind Maps - Version Control - Calendar Management - Time Off Requests - Template Management - Self Service Portal - Templates - Real-Time Data - Smart Chart Legend - AI Copilot - Document Management - Design Management - SSL Security - Feedback Management - Applicant Tracking - Succession Planning - Real-Time Notifications - API - Customizable Templates - Access Controls/Permissions - Document Storage - Generative AI - Data Visualization - Workflow Management - Employee Profiles - Organizational Charting - Interactive Elements - Reporting & Statistics - Pulse Surveys - Employee Database - HR Management - Commenting/Notes - Customization - Publishing/Sharing - Employee Onboarding - Task Management - Brainstorming - Single Sign On - Collaboration Tools - Customizable Fields - Training Management - Customizable Reports - Charting - Contact Management - Surveys & Feedback - Employee Photos - Employee Management - Org Chart Creation **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Campaign Execution** - Prioritized Accounts - Trending Accounts - Email Campaigns **Administrative** - Third-Party Integrations - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Summarization - Generative AI **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Cross-system Integration - Adaptive Learning - Decision Making - Third-Party Integrations - Social Media Integration - Website Integration **Agentic AI - Customer Revenue Optimization** - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Decision Making **Additional Functionality** - Performance Metrics - Feedback Management - AI Copilot - Reporting & Statistics - Mobile Access - Collaboration Tools - Gamification - Automatic Transcription - Call Recording - Sales Reports - Real-Time Analytics - Commenting/Notes - Built-in Course Authoring - Learning Paths/Tracks - Assessment Management - Video Conferencing - Conversation Intelligence - Call Monitoring - Goal Setting/Tracking - Workflow Management - Learning Management - Content Management - Training Management - Document Management - Content Library - Recommendations - Activity Dashboard - Call Tracking - Performance Management - Onboarding - Search/Filter **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **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 - AI/Machine Learning **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation ## Top Backstory Alternatives - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,503 reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - 4.3/5.0 (3,501 reviews) - [Gong](https://www.g2.com/products/gong/reviews) - 4.7/5.0 (6,505 reviews)