--- 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: '2026-07-13' 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 highly value People.ai's **integrative support and invaluable insights** , significantly enhancing their sales management and decision-making. (3 reviews) - Users value the **seamless CRM integration** of People.ai, which enhances sales management and drives impactful insights. (2 reviews) - Users greatly value the **responsive customer support** from People.ai, enhancing their success and integration experience significantly. (2 reviews) - Users highly value the **customization capabilities** of People.ai, enabling tailored solutions that enhance organizational synergy and effectiveness. (2 reviews) - Users find People.ai **easy to use** , benefiting from its intuitive design 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! **Official Response from Stephanie Madsen:** > Thank you for taking the time to share a review. Glad the automatic Salesforce logging is saving you time - cutting out that manual entry is exactly the work we want off people's plates! I also appreciate the detailed feedback on accuracy and transparency. If you're open to it, I'd love to connect you with our team to look at the specific cases where we fell short. That detail genuinely helps us improve. Thanks again for being candid. ### 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. ### 11. People Glass - Making it Easy to Manage a Region **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin D. | Regional Sales Manager OKAR Select , Telecommunications, Enterprise (> 1000 emp.) **Reviewed Date:** June 15, 2023 **What do you like best about Backstory?** In my role as a sales leader, the ability to quickly pivot a view of my opportunities filtered by any number of criteria on the fly while having conversations with partners, leaders, and AM's I manage has been made infinitely easier. SFDC takes too long to do any of that without painstaking work to prebuild reports and views. **What do you dislike about Backstory?** So far I have not found a great deal of negatives to report. I had a technical issue, that the PeopleGlass support folks have jumped all over, so I am pleased with the product **What problems is Backstory solving and how is that benefiting you?** Ease of managing a large and complex sales region with thousands of oppportunities across multiple cities, and states, with a host of AM's and SA's involved. The ability to make that easier saves time during my day to work with the actual job of coaching and leadership ### 12. Had Great experience with Oliver Williams from PeopleGlass **Rating:** 5.0/5.0 stars **Reviewed by:** Prospero M. | Enterprise (> 1000 emp.) **Reviewed Date:** July 21, 2023 **What do you like best about Backstory?** I am able to quickly locate account information for existing opps my Account managers are working on. I like the fact you can create sheets with different filters and easily find the info you are looking for. **What do you dislike about Backstory?** I just started using the app. wish there was a way to close opps from people glass.this would make a huge difference. As I continue to work on the app I will discover if there are any other things Update: i recently learned you can bulk update and close opps! **What problems is Backstory solving and how is that benefiting you?** it helps me be faster in finding Opportunities and ensuring any existing deals are not overlooked. It helps me qiuckly find what my Account Managers are working on. ### 13. It has been a pleasure to work with PeopleGlass and the tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 06, 2023 **What do you like best about Backstory?** The ability to look at my opportunities within my territory. The ability to add contacts, create an opportunity, and have everything synced into Salesforce without having to go back in forth between both. **What do you dislike about Backstory?** I really don't have any downsides. The reason I say this is because the tool gives everything a salesperson needs to stay informed on their accounts, opportunities, contacts, and overdue tasks **What problems is Backstory solving and how is that benefiting you?** PeopleGlass simplifies the steps I take to review/update information in SFDC. Installation/configuration was. Since using PeopleGlass, I have experienced a reduction in the time needed to perform existing tasks. Many of the reports I utilize in SFDC took a considerable amount of time to build. After installing PeopleGlass, I was able to build views in minutes in PeopleGlass which took significantly longer in SFDC. ### 14. The interface is nice, but it lacks the ability to capture data from several sources **Rating:** 3.0/5.0 stars **Reviewed by:** Alysha C. | Director, Enterprise Client Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2023 **What do you like best about Backstory?** I like the visibility aspect and the way the dashboards and interface appear. It is also user-friendly from a reporting viewing standpoint when comparing team members in terms of productivity. **What do you dislike about Backstory?** People.ai has the ability to do well in the future, and we met with individuals at People.ai a few times to discuss the features and abilities, as we were considering using it for account mapping (an upgrade and a bigger expense for us), but it just lacks so much. For instance, it won't pull activity from LinkedIn and Slack, and we run very heavily on those applications on a daily basis. Therefore, the "activity" surrounding both metrics/KPIs for my employees, as well as account health, is never accurate in the slightest. **What problems is Backstory solving and how is that benefiting you?** It semi (see note on where People.ai needs to improve on the last page) helps me track my employee's activity, org chart, and account health, but again, it fails to capture so much data. ### 15. Extremely helpful tool for managing CSM daily tasks **Rating:** 4.5/5.0 stars **Reviewed by:** Kateryna‌ A. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2023 **What do you like best about Backstory?** I like how easy it is to use. People.ai simplifies activity tracking for CSMs, reviewing and evaluating the adoption stage and relationship with a customer. All activities are logged to SFDC and easily accessible. The new UI allows locating all deals or accounts on the same page and building customizable reports. I also love the ability to track and analyze trends in team performance, metrics, and productivity. **What do you dislike about Backstory?** Some of the data doesn't seem to be very accurate, while I am not using any dialer tools, it's being recorded in my performance metrics as calls instead of meetings. People.ai is really helpful for the entire organization, but we mostly use it for reviewing trends in team performance. **What problems is Backstory solving and how is that benefiting you?** Analyzing team performance and trends, building custom reports of deals, accounts, or opportunities, showing levels of engagement with customers, and providing insights into what accounts or opportunities require more attention. ### 16. One stop shop for all sales info **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 14, 2023 **What do you like best about Backstory?** I like how intuitive the solution is. I like the little details, the little clock to show that something has been updated, the ease of building filters, and other little things that make it easy to use. **What do you dislike about Backstory?** I occasionally have to refresh my connection, but that should be expected. **What problems is Backstory solving and how is that benefiting you?** It saves me time from having to have multiple screens open. I can update deals quickly and easily on the fly! Also it helps me plan trips to the field easier. ### 17. People.ai for Corporate Organizations **Rating:** 4.0/5.0 stars **Reviewed by:** Ammarah S. | Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Backstory?** Reducing the manual effort of recording every conversation. Configuration & adding new users with auto SF hierarchy is super easy, and articles are of great help. **What do you dislike about Backstory?** Not able to capture the physical meetings. It has to be on the calendars for getting captured. Can there be a 2-way flow of info between People.ai and the CRM? Not all the meetings get synced and need to be validated. Can there be a notification triggered to see what meetings were not synced? Capturing additional information from events like the type of the meeting etc. **What problems is Backstory solving and how is that benefiting you?** -Automated activity Capturing helps minimize the time spent recording customer conversations. This has increased productivity as well. -Easy-to-digest data that forms the backbone of most of our leading indicators & Activity tracking dashboards -Intuitive UI for Managers to look at their teams' data in one place ### 18. Powerful to track and support the view of the business **Rating:** 4.5/5.0 stars **Reviewed by:** Sebastian G. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2023 **What do you like best about Backstory?** Easy to use and allows to have good insights It is key to know how to use it and what is the potential **What do you dislike about Backstory?** Nothing so far. I started using the tool just a couple of weeks back **What problems is Backstory solving and how is that benefiting you?** Bring clarity and visibility of the business in a user friendly way of accessing to it ### 19. Pretty good to manage analytics **Rating:** 4.0/5.0 stars **Reviewed by:** Parth P. | Enterprise (> 1000 emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Backstory?** Seamless updation of all accounts via a single pane of dashboard. **What do you dislike about Backstory?** UI could use some updating in terms of relative view sizes when switching from desktop to mobile. **What problems is Backstory solving and how is that benefiting you?** Hassle free use of various tools via minimal interface and a single pain of window for several types of reports and charts. ### 20. Game changer for SFDC **Rating:** 5.0/5.0 stars **Reviewed by:** Blake W. | Enterprise (> 1000 emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Backstory?** Allows users to move quickly thru SFDC hygene tasks. Gives times back each and every day. **What do you dislike about Backstory?** When PeopleGlass does not have a feature or function, they are quick to address if when it makes sense. **What problems is Backstory solving and how is that benefiting you?** Ability to look at a filtered views of the business simply and quickly. ### 21. Greatest update tool I have ever just! **Rating:** 5.0/5.0 stars **Reviewed by:** Cathy R. | Enterprise (> 1000 emp.) **Reviewed Date:** July 07, 2023 **What do you like best about Backstory?** Everything is one place. Easy to use. It helps me minimize the time updating my accounts. **What do you dislike about Backstory?** There is nothing about the tool that I don't like. Everything is great! **What problems is Backstory solving and how is that benefiting you?** Salesforce can take a while to use if you are updating all the field you need to update. People glass outlines everything in one area and a space, making it easy to use. ### 22. Optimized to the hilt **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2023 **What do you like best about Backstory?** Customer success rep, Oliver, has been nothing shy of forthcoming, insightful, adept at understanding the needs of various Rev org functions and able to pivot on a dime. With the tool's capabilities at the stern and Oliver at the helm, this ship is cruising to success! **What do you dislike about Backstory?** Just a challenge to get the lay of the land before CS support. Not a fault of the product, I simply was hired after onboarding **What problems is Backstory solving and how is that benefiting you?** Management of complex, nebulous accounts with multiple segments/opps. Assist to manage actions, work witin contract timelines, survey BoB and prospect accounts holsitically ### 23. Logging Salesforce notes has never been so easy **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph E. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2022 **What do you like best about Backstory?** I love the spreadsheet view in PeopleGlass that makes logging multiple updates to a large book of accounts a breeze. I can copy and paste the "Health Last Reviewed Date" to every account I assess on that day. Also, I can simply press Shift+Enter to skip a line when updating long text fields. Salesforce is so slow and clunky, and with the level of reporting rigor expected for a CSM at a public company, PeopleGlass saves me hours of work every week by pushing updates made in a user-friendly UI to the monster that is Salesforce. **What do you dislike about Backstory?** Sometimes fields do not get automatically synced from Salesforce to PeopleGlass when our Ops team creates new ones. I'm not sure if this is an issue on our side or People.ai's, but it can be a pain because I need to go into Salesforce for those accounts. Luckily I can click into the account level on Salesforce easily from the PeopleGlass layout page. **What problems is Backstory solving and how is that benefiting you?** It saves me hours in my week when logging numerous Salesforce updates. Salesforce takes so long to load and when different fields are stored on different pages, being able to update all the needed information in a spreadsheet format makes all the difference in the world. ### 24. People.ai specifically helps our Organization on mapping/matching key activities and Opps. **Rating:** 4.0/5.0 stars **Reviewed by:** Raghav P. | Sales Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 09, 2023 **What do you like best about Backstory?** 1.Easy Interface and navigation to get to actionable data 2. Accuracy of matching meetings/activities **What do you dislike about Backstory?** 1. There is limitation in Engagement dashboards [Custom SFDC fields reporting - gotta to do with Integration] 2. Options for sensitive markets like Japan, where meetings are not marked in customer/prospect calendars. 3. Peopleglass UI could be better **What problems is Backstory solving and how is that benefiting you?** It helps with the business problem of matching and mapping activities to accounts and Opps, which thereby provides insights on opps/accounts at risk with low activities and also to deep dive on the engagement score on what type of user personas are being engaged at customer/prospect level ### 25. A unique AI-driven sales platform! **Rating:** 3.5/5.0 stars **Reviewed by:** anupama k. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2023 **What do you like best about Backstory?** The best feature of People.AI and the one I like the best is its data driven insights. Its quite intelligent and dynamic and helps provide insights through analytics is very little time. **What do you dislike about Backstory?** Some of the downsides of People.ai and the ones I appreciate the least include its price factor and that its not suited to some industries and domain areas. It probably needs to build more in the latter. **What problems is Backstory solving and how is that benefiting you?** The problems that People.ai is solving include the non-need fo MIS systems and offline recording of data in excel sheets. It also resolves transparency, reporting, and security all in one go. ### 26. Solid, helpful product for more complex enterprise sales cycles **Rating:** 4.0/5.0 stars **Reviewed by:** Kyle P. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2023 **What do you like best about Backstory?** 1. Very strong customer success team. 2. Intelligence works well at grabbing emails/interactions and giving a true "engaged" score. 3. Permission sets are well done and support scale. **What do you dislike about Backstory?** Tough to force reps to update ClosePlans. Would be helpful to have additional alerts or pings to both managers and reps when they are failing to use the product to its full potential. **What problems is Backstory solving and how is that benefiting you?** How to understand all of the different threads that are currently open in an enterprise sale, and how engaged those threads are. Makes it easier to see which reps require coaching at different stages of our sale. **Official Response from Kathy Kelleher:** > Hello Kyle, Thanks for the review! Have you checked out our newest offering Engagement Dashboards? This allows revenue leaders to easily visualize which reps are (or are not) adopting to best practices. This provides leaders with the data needed to proactively coach reps in order to win more revenue. Posting the resource link here: https://people.ai/product/engagement-intelligence/ Let us know if you have any questions once you take a look! Kathy ### 27. Great tool to understand account engagement **Rating:** 4.5/5.0 stars **Reviewed by:** Andrew R. | Strategic Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** March 05, 2023 **What do you like best about Backstory?** It's been very helpful in understanding the engagement in an account after account ownership changes. The "most engaged people" section has helped me seamlessly pickup where there's already opportunity with great contacts from past account owners **What do you dislike about Backstory?** It seems to be a missed opportunity not to push enrichment data to sfdc **What problems is Backstory solving and how is that benefiting you?** Mapping out everyone that has been engaged with our team and understanding the history of engagement. It's been key in helping me understand what's going on in my new accounts and has given me great starting points for furthering the relationship with these customers **Official Response from Kathy Kelleher:** > Hello Andrew, Thank you for posting a review. We are very happy you are seeing the benefit of engagement data within your opportunities. With People.ai Data Foundation, we create and continually enrich engaged contacts in CRM. If you don’t believe this feature is enabled, please reach out to your internal People.ai admin who can partner with your People.ai CSM to enable it in minutes. Let us know how else we can help! Kathy ### 28. PeopleGlass changed the way I work! **Rating:** 5.0/5.0 stars **Reviewed by:** Kait G. | Customer Success Manager - Customer Education, Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2022 **What do you like best about Backstory?** PeopleGlass saves me time, it makes me focus on the task at hand and allows me to change the way I view my book of business. I love creating new views so I can, for example, look at all my newly activated customers in on glance. It's also just so helpful to understand the "subsets" of groups in my book (for example, ARR size, customer health, etc.) **What do you dislike about Backstory?** Wish I had more training on how to get it set up (was a little bit of a confusing process). I also get super frustrated that on a Macbook using Google Chrome, the UX of moving back and forth flips the page back instead of letting me scroll left. I'd also like to see things like a timer to show how much time I spend doing updates or looking at PG or just any stats into usage. **What problems is Backstory solving and how is that benefiting you?** Putting in Account updates, seeing trends in my book of business, identifying risk in my book (keeping up with the changing economy. ### 29. Solid tool w/ amazing CS support **Rating:** 4.5/5.0 stars **Reviewed by:** Shivam P. | VP rev ops, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2022 **What do you like best about Backstory?** People AI. has given us great visibility into metrics driving our top of sales funnel such as meetings, calls, emails, etc. Until using the tool, we really did not have visibility into how AE activity was driving success. We've been able to leverage the reporting and metrics to provide real-time feedback and coaching to our AEs and help everyone optimize success! **What do you dislike about Backstory?** Only dislike (which is minor in the grand scheme of things) is being able to tie the analytics and dashboards back to our own SFDC data. We do a lot of ad-hoc analysis internally using our own data and I would love to be able to pair this analysis w/ the reporting that People AI provides such that it is all consistent across the board. Not a big deal by any means as this is not our main use case **What problems is Backstory solving and how is that benefiting you?** People AI helps provide visibility in our AE activity **Official Response from Anna Mkrtchyan:** > Thanks for your positive feedback, Shivam! Love hearing about the increased visibility and coaching your team has achieved with People.ai. If you haven't yet, check out Engagement Dashboards, which connect your data into a single view - whether it's part of your own CRM or configured through People.ai. ### 30. Nice timesaving tool **Rating:** 3.5/5.0 stars **Reviewed by:** Holly M. | Enterprise (> 1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Backstory?** Gaining insight we wouldn't be able to recognize without it. Saving sales rep's time by reducing manual data entry. Automating the process for adding contacts to the CRM. **What do you dislike about Backstory?** It could just be our configuration, but there are many quirks you must know about and work around when reporting on people.ai data. Our client service rep appears to be a bit stretched and can sometimes be slow to respond or follow up on questions. Other than that, she's great to work with. **What problems is Backstory solving and how is that benefiting you?** People.ai helps eliminates adminstrative burden and improves efficiency. ### 31. Excellent Visibility in PG Activities **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** April 18, 2023 **What do you like best about Backstory?** Ability to view, not only at top level, but at a granular level the pipe generating activities that each rep is undertaking. The additional AI layering is the cherry on top **What do you dislike about Backstory?** The most frustrating aspect of People.ai is the inability to create overall time filters. Each column of data has to be filtered individually which as a user can be super frustrating **What problems is Backstory solving and how is that benefiting you?** People.ai enables us to connect the PG inputs (meetings, calls, emails, account SOI growth etc) with the PG outputs (increased opportunity value, new logo opps, expand opps etc). It really enables us to see what behaviours drive the best results ### 32. Excellent intelligence tool but needs to improve its UX. **Rating:** 3.5/5.0 stars **Reviewed by:** Animesh A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2023 **What do you like best about Backstory?** First and foremost, the customer service of the product. Whenever we had a doubt, the team at people.ai responded quickly. Overall it's a good tool if you work in revenue or sales enablement. **What do you dislike about Backstory?** The UX of the platform, specifically its dashboard and its filter feature when using searcher. Also, there is a delay in the reporting. **What problems is Backstory solving and how is that benefiting you?** The ability to track rep activity and what's going on with the prospects. Gives you the visibility, if you're working in RevOps, to optimize tasks and activities for the sales ops team accordingly. Also, the integration with Salesforce saves time! ### 33. Helps me stay on track day to day **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Backstory?** I enjoy seeing where I stack up against my teammates in terms of activities & calls, pipeline progression, and data cleanliness. **What do you dislike about Backstory?** The interface can be confusing sometimes **What problems is Backstory solving and how is that benefiting you?** Inconsistency across individual contributors, data refreshedness and accountability, team productivity. ### 34. Very powerful tool with a very detail oriented team **Rating:** 5.0/5.0 stars **Reviewed by:** Dan O. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 12, 2023 **What do you like best about Backstory?** The capability to easily track engagement with prospects. **What do you dislike about Backstory?** There are some powerful tools that can be used only in people AI app and would be very helpful to have them on the CRM level. there is a place to improve in the SFDC integrated tools that should reflect an organized view of activities. **What problems is Backstory solving and how is that benefiting you?** lack of visibility to engagement health, a need to allow salespeople to build smart close plans, the challenge to extract powerful insight regarding your sales process ### 35. Deal Review, Relationship maps and Account Planning are all Great Products **Rating:** 4.5/5.0 stars **Reviewed by:** Jarrett C. | Business Transformation Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2022 **What do you like best about Backstory?** Deal Review and Relationship maps were by far the most helpful products. The account planning function is not 100% there yet, but it's on its way and better than not having an account planning feature at all. **What do you dislike about Backstory?** Some minor bugs in the tool that seem to be taking a while to fix. From a reporting and dashboard perspective, account planning insights and data are lacking a bit (meaning the reporting could be better on account plans). **What problems is Backstory solving and how is that benefiting you?** People.ai is helping us capture the most relevant data/info on a deal to make more informed decisions about where to spend our time. It gives the team a one-stop shop for all information on an account and its opportunity information. ### 36. Great product with flexible configuration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Backstory?** People.ai vastly simplifies activity tracking for sales reps - once configured, anything flowing through our email or calendar is logged to SFDC, and associated to the corresponding lead, contact, opportunity, and/or account. Our account team has always been very proactive and more than willing to bend over backwards for us, which is rare to see in many sales tech vendors. **What do you dislike about Backstory?** We do spend a lot of time troubleshooting gaps in the matching configuration - this is mainly due to the original implementation settings, and likely caused by poor explanation of our business processes by the original implementers on our side, but it would have been nice to get this ironed out from the get go so we're getting 100% visibility into important account activity. **What problems is Backstory solving and how is that benefiting you?** People.ai helps save our reps and managers a ton of time by automating the most mundane task in sales - logging your calls & emails to CRM. With People.ai, we get a strong lineage of communications with customers and prospects, automatically available to the next rep to work an account or territory, without manual sharing of docs & spreadsheets, or trying to coordinate a live knowledge-transfer session. **Official Response from Anna Mkrtchyan:** > Thank you for the positive review! Automating activity capture and tracking and freeing up your sales reps' time for revenue-generating activities is at the core of what we do. Appreciate the feedback about your experience working with your People.ai account team! ### 37. Really helps manage time and strategy **Rating:** 5.0/5.0 stars **Reviewed by:** Jenna L. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Backstory?** My favorite thing about People.so is that it takes the guesswork out of if a strategy is being done by keeping me up to date on my reach outs with key secession makers. **What do you dislike about Backstory?** I haven't found anything so far that I dislike. It goes seamlessly into SFDC and provides a clear view of where my time is and should be spent. Very cool Product! **What problems is Backstory solving and how is that benefiting you?** It's solving the task of monitoring activity and quantifying activities and reach outs. My supervisor and I can easily discuss what people.ai shoes without hunting for it ### 38. powerful suite of tools **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Backstory?** The ability to track # of meetings without manual rep logging is something I was missing at previous companies that we now have - it's great. We've adopted many of people.ai's products, including the playbook, scorecards and people maps. It's nice to have everything under "one roof," and the tools were not difficult to onboard. We have a good relationship with the sellers and CSMs at people.ai. We are about to adopt the Account Planning functionality, and I look forward to seeing what lift we get from it. **What do you dislike about Backstory?** The people mapping tool is a little bit clunky. I've used LucidChart before and like that better. The ability to export mutual action plans is fantastic, but limited to pdfs and excel for now (not google sheets). **What problems is Backstory solving and how is that benefiting you?** It helps reps understand entry/exit criteria via the playbook. Deal inspection and account reviews are done more uniformly throughout the company. ### 39. Great insights and analytics **Rating:** 5.0/5.0 stars **Reviewed by:** Liz B. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 10, 2023 **What do you like best about Backstory?** Visibility on team analytics, deal insights and overall ease of use. **What do you dislike about Backstory?** Set up requires you to know exactly how you want it to be implemented, which can be time consuming. **What problems is Backstory solving and how is that benefiting you?** Aligning our Sales Process to our Sales Methodology and providing visibility on metrics, kpi's and deal risk ### 40. People.AI Review **Rating:** 4.5/5.0 stars **Reviewed by:** Mahmoud I. | Partner Care Quality Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Backstory?** Amazing activity management software that helps in activity and effort management to let you focus on achieving the results. **What do you dislike about Backstory?** so far all is going to the correct direction. **What problems is Backstory solving and how is that benefiting you?** The app lets us see trends for different activities of salespeople and ensure proper tracking of everyday tasks ### 41. Efficient intelligence and revenue operations platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Backstory?** I liked the part that it automates the process of capturing and organising data related to sales activities, customer interactions and revenue operations effectively. **What do you dislike about Backstory?** It collects and analyses sensitive sales and customer data, which might create some privacy concerns, and that is something which should be looked after carefully. **What problems is Backstory solving and how is that benefiting you?** It helped in generating insights about sales and revenue performance and also being a part of sale operations team, it helped me in identifying potential repeat customer that can be there. ### 42. closeplan has been a huge part of our front of funnel improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Doug C. | Vice President, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Backstory?** We have standardized our evaluation of deals through scoring and a close plan. We use it to spot gaps and see when stage progression is overdue. The great visual interface has helped in collaboration and discussion **What do you dislike about Backstory?** Some of the reporting is clumsy or the fields are too long - we need to have a better ability to customize reports. Re-using some of the work, such as client mapping, could be easier. **What problems is Backstory solving and how is that benefiting you?** We needed to standardize our approach to evaluating opportunities in a way that could thoughtfully be worked on in deal review. Needed to be visual and handle complex problems. ### 43. Useful to improve relationship with customers **Rating:** 4.5/5.0 stars **Reviewed by:** Giuseppe V. | Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 03, 2023 **What do you like best about Backstory?** Useful to improve relationship with customers **What do you dislike about Backstory?** Sometimes some kpis are not so accurated but i guess it's not a people.ai bug but from sfdc **What problems is Backstory solving and how is that benefiting you?** Useful to improve relationship with customers know engagement score of my customer ### 44. Analyst view of People.AI **Rating:** 5.0/5.0 stars **Reviewed by:** Frankie P. | Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Backstory?** auto activity logging Connect to data via tableau auto manage hierarchy **What do you dislike about Backstory?** Not viewing more than one salesforce instance at once **What problems is Backstory solving and how is that benefiting you?** logging activity and tracking how engaged the sales team is with opporutnities ### 45. Helping keep my business easy to manage **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 13, 2023 **What do you like best about Backstory?** PeopleGlass makes it so simple to update my opportunities and keep track of my forecast all in one place. **What do you dislike about Backstory?** I have had a couple issues with filtering, but the PeopleGlass team (Oliver) has been so quick to respond and help! **What problems is Backstory solving and how is that benefiting you?** One place to update and update my opportunities quickly without navigating multiple tools ### 46. Seamless process with PeopleGlass from Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Alex N. | Sales Development Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Backstory?** I really enoy that layout of peopleglass over all! It is easy to read, and looks very similar to an excel sheet which allows me to look at the information a lot easier! **What do you dislike about Backstory?** The platform is very dark when you first log on and when you are searching through the platform. That doesn't bother me too much but I can imagine if someone doesn't like the dark interface that this would bother them a lot more than the average person. **What problems is Backstory solving and how is that benefiting you?** PeopleGlass saves time on how to access and view information that is in salefores. It gives me the ability to look at reports and data in different filters and pages so that I can get a better understanding when it comes to my prospects and clients. ### 47. Really Useful tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Backstory?** The quick mapping of Info and calendars we use **What do you dislike about Backstory?** There is nothing to not like about People.ai **What problems is Backstory solving and how is that benefiting you?** Data mapping and its helps in staying updated ### 48. Great sales insights tool that makes data tangible **Rating:** 4.5/5.0 stars **Reviewed by:** Ashraf A. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** June 28, 2022 **What do you like best about Backstory?** the User Interface; it's intuitive to use and provides a lot of valuable data without making things complicated. That's actually pretty rare for software tools that focus on providing data, so that's definitely the biggest plus. Also, smooth and seamless integration with Salesforce **What do you dislike about Backstory?** Some of the data doesn't seem to be very accurate, my closing opportunities insights regularly display opps that are not mine and don't appear in my salesforce pipeline. But to be honest this might very well be an issue on our end **Recommendations to others considering Backstory:** It's a great tool that makes your CRM (in my case Salesforce) more efficient. **What problems is Backstory solving and how is that benefiting you?** People.ai provides sales analytics that no other tool that I know of has provided so far, which is active opportunities + engagement. This is useful to quickly identify which opportunities need more interaction, next steps, scheduled meetings, etc. Tracking those metrics can quickly become "micro-managementy", but with people.ai it feels much more natural. **Official Response from Rick Reid:** > Thanks for the review, Ashraf! I'm sure we are already working your opportunity visibility issue - but you can always reach out to support@people.ai to get started. We strive for very high accurate rates, so we would definitely want to track this down. ### 49. PeopleGlass has made my life so much easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2022 **What do you like best about Backstory?** What I like the most about PeopleGlass is how easy is to access the data in Salesforce. If I didn't have Peopleglass I would probably need to update SFDC manually and that would take me 10x more time than it does with PG. **What do you dislike about Backstory?** I think the team has some opportunity to work on the integrations and ensure that if by any chance there is some error the system needs to notify me to ensure that everything I need goes to SFDC. **What problems is Backstory solving and how is that benefiting you?** PeopleGlass is reducing the time that takes me to update records in Salesforce. This helps me keep everything updated without the hundreds of clicks I would need to do to do the same directly in SFDC. ### 50. Passionate team that want to see you achieve results **Rating:** 4.5/5.0 stars **Reviewed by:** Andrew M. | Sr. Manager Sales Methodology, Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2022 **What do you like best about Backstory?** The team at People.ai are focused on ensuring they understand our business goals and how their services and technology can help. Focused on understanding how they can also develop while giving tips and industry best practices. Constantly asking for feedback and how they can help where gaps are surfacing **What do you dislike about Backstory?** Some of the tech stacks they have is very SAAS focused and adoption to intigrated hardware sales would be a key asset. Focusing on OEM co-selling and influence lead sales **What problems is Backstory solving and how is that benefiting you?** Integrating a new operating model on how we focus our sellers to be more customer-centric in their sales approach. helping us implement not only integrated Salesforce software stacks, but also navigating the change managment, deployment and ROI ## 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?section=pricing&secure%5Bexpires_at%5D=2026-07-14+03%3A56%3A23+-0500&secure%5Bsession_id%5D=b908b205-3459-4cea-afec-b5bd1e4ffe16&secure%5Btoken%5D=aeea16f892e94cd2f0a280e8838aebb3d695ab3aabcf0c9bea46dcedadbf0e9c&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 **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 (5,501 reviews) - 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