--- 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: '2026-07-17' 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. 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. ### 2. Wish I knew this tool existed sooner **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Market Research | Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2022 **What do you like best about Backstory?** Very simple interface, clean and minimalist, incredibly easy to use and I love the speed in which I can update my salesforce records **What do you dislike about Backstory?** For now all I can think of is wish you can use shift to highlight entire sections/rows instead of selecting them one by one **What problems is Backstory solving and how is that benefiting you?** Saving time when updating or organizing SFDC records **Official Response from Rick Reid:** > Thanks for the feedback. That is a pretty good idea and we'll look into it. ### 3. People AI review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Outsourcing/Offshoring | Enterprise (> 1000 emp.) **Reviewed Date:** August 11, 2021 **What do you like best about Backstory?** I like the part where people a.i can review also the number of minutes spent even on emails. **What do you dislike about Backstory?** I like everything about people AI and I use it everyday. **What problems is Backstory solving and how is that benefiting you?** Productivity reports are really important specially to our Job description so it helps us monitor our numbers and how can we compensate for the day that we are lacking productivity. **Official Response from Mark Gallant:** > Thank you for leaving a review for People.ai and so glad it is helping you monitor and improve productivity! ### 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. Way less clicking! **Rating:** 5.0/5.0 stars **Reviewed by:** Courtney B. | Partner Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2021 **What do you like best about Backstory?** Super easy to customize lists for in-line editing for accounts, opps, and contacts. Can also track your tasks so you rarely even need to enter Salesforce **What do you dislike about Backstory?** Cannot think of anything! The main challenge for Sales People in my org is having multiple software to manage our book, so adding an additional software is always a challenge, but not to the fault of Peopleglass! **What problems is Backstory solving and how is that benefiting you?** My team never updates opportunities because of all the clicks required to make edits - peopleglass makes it way easier! ### 6. Peopl.AI Takes care of all of our needs **Rating:** 5.0/5.0 stars **Reviewed by:** Pat M. | S, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2022 **What do you like best about Backstory?** exceptional customer service. Quick responses and updates to feature requets. **What do you dislike about Backstory?** Some limitations with functionality around speedy processing times. **What problems is Backstory solving and how is that benefiting you?** Activity data tracking/collection. **Official Response from Mark Gallant:** > Thank you Pat for leaving a review for People.ai. We also know that we can always improve and we're constantly working to do so. Great to hear that we are taking care of you and your organization's needs. ### 7. One stop shop for Sales Community, helping gain the real insights. **Rating:** 4.5/5.0 stars **Reviewed by:** taniya a. | Business Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** August 02, 2021 **What do you like best about Backstory?** Automation of records into the CRM directly without human intervention. Makes the process really smooth and consistent. Another amazing thing is their team. The quality of support they provide, very humble and knowledgeable staff. Glad to be associated with people.ai team. **What do you dislike about Backstory?** The fact that it pulls data from only one source. We should be able to merge data from multiple sources flowing into one channel. For example, pulling data from outlook & Gmail both instead of just outlook or just Gmail. **What problems is Backstory solving and how is that benefiting you?** People.ai provides real insights about the quantity and quality of work done on the customer's front. There's no running behind from it once we have the entire history and records in front of us. One can easily co-relate the activities performed over accounts/customers versus the bookings done for the selected time frame. ### 8. Great Time Saver **Rating:** 4.5/5.0 stars **Reviewed by:** Barrett R. | Swim Coach, Mid-Market (51-1000 emp.) **Reviewed Date:** November 22, 2021 **What do you like best about Backstory?** Using PeopleSoft for batch editing in SalesForce is a massive time saver for my role - especially being able to change the account owner and industry. It also has a clean UI. **What do you dislike about Backstory?** So far, the only downside I've had with PeopleSoft is it not deselecting the accounts I've already changed the owner of, so when I do the next batch, it will try to move all accounts changed to the final owner—turning the extension off and on fixes it. **What problems is Backstory solving and how is that benefiting you?** In my role, I work with hundreds to thousands of accounts in SalesForce, and changing each one manually is a major pain. PeopleSoft grants the ability to change multiple at once and saves tons of time. ### 9. Activity productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2021 **What do you like best about Backstory?** I can track my activities easily, a number of calls, and meetings. **What do you dislike about Backstory?** Needed Accuracy for number of calls made, meetings and also the emails **Recommendations to others considering Backstory:** You have to explore the usage and always check the dashboard for additional information **What problems is Backstory solving and how is that benefiting you?** To track my emails,meetings and call activities. It helped me to be more productive each day at work **Official Response from Mark Gallant:** > Thanks for your great review of People.ai! I have passed your note over to our development team. Thanks again. ### 10. People.ai **Rating:** 4.5/5.0 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?** Able to look at my activities for the week and set goals, whether personal or given by management. **What do you dislike about Backstory?** Activities are not necessarily always an indicator of performance call syncing with Zoom Phone, in particular, is not accurate sometimes. **What problems is Backstory solving and how is that benefiting you?** Activity, competition/gamification, keeping track of goals and KPIS **Official Response from Rick Reid:** > Thank you for the review. We are always working on our call syncing filters, but you can email support with more details and we can figure it out. ### 11. 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. ### 12. Amazing Tool to track team updates **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** December 04, 2020 **What do you like best about Backstory?** The best thing is the smart algorithm that can merge and sync your customer meeting with related opportunities. This makes is a lot easier to map the work with related opportunities. And the best part is this all is done automatically by people.ai, so there is no effort required on our part. . I use I to build a dashboard that shows me my active hours for my customer interaction and how those hours are divided across calls, cold or blast e-mails and on meetings. This is extremely helpful for me. Makes my life a lot easier. **What do you dislike about Backstory?** Sometimes there is no option to make changes to existing matches made by people.ai Sometimes there are multiple opportunities in an account and people.ai links a customer interaction with one opportunity which is not correct. That can be frustrating sometimes. Hopefully this gets better with new updates. **Recommendations to others considering Backstory:** A good tool to use. **What problems is Backstory solving and how is that benefiting you?** This has helped me identify how much time is spent on customer interaction and helps me identify how to divide my time. I can create a dashboard and see all of my activities and customer interaction. I can also see how my team is performing and what is the interaction percentage with a particular customer on a particular account. It is also helpful to identify who is most involved in an account. This helps prioritize an opportunity and assign accounts to specific individuals based on their relationships and interaction with customers. ### 13. Data Reliability **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** August 10, 2021 **What do you like best about Backstory?** I like how every day, I received reports on my previous day's productivity to give me an insight into my performance. **What do you dislike about Backstory?** I do not have anything that I dislike about this tool because it is beneficial. **Recommendations to others considering Backstory:** Every contact center should start using People.ai rather than relying on the standard way of tracking productivity. This ideal for both hybrid and physical office set up **What problems is Backstory solving and how is that benefiting you?** My Reporting and my day-to-day productivity are helping a lot. **Official Response from Mark Gallant:** > Thank you for taking the time to write a review about People.ai. Customer feedback is very important to us. Thanks! ### 14. 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! ### 15. Easy and Effective **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 05, 2021 **What do you like best about Backstory?** I like the user interface; it is easy to track my progress and auto evaluated which part of my performance I need to focus on **What do you dislike about Backstory?** I don't have anything that I dislike so far **What problems is Backstory solving and how is that benefiting you?** It is a great way to track my performance and I like that it gives me very detailed insights on how I am spending my time which provides me with the opportunity to align according to achieve my goals. **Official Response from Mark Gallant:** > Tracking performance is key to making sure you hit your goals. Continuous improvement is how we move the needle for sure. Thank you for taking the time to write a review about People.ai. ### 16. Time saver and life organizer! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2022 **What do you like best about Backstory?** Easy to update the same fields in multiple SFDC accounts. No need to go into each account one by one! **What do you dislike about Backstory?** It would be nice to have a mobile app since the SFDC app is also clunky and hard to use. **What problems is Backstory solving and how is that benefiting you?** It gives my team and me an easy way to view, filter, and sort through my SFDC accounts. Very quick to use and easier compared to having to create and run SFDC reports. ### 17. 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. ### 18. 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. ### 19. Making Updating SF Fields Much Faster **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2021 **What do you like best about Backstory?** It lives at the home screen of new tabs, and its so fast to update the fields that I need to be up to date. We use Salesforce with PeopleGlass. I have not used any competitors. **What do you dislike about Backstory?** not easy to build out different lists and add different filters. I haven't seen anything work wrong though. One thing I've noticed is a slight lag when contacting prospects and logging the action in salesforce. **What problems is Backstory solving and how is that benefiting you?** It's much faster to do account research and update the notes I have on the different accounts. I am definitely more productive, and I would say I am able to work faster and correct mistakes quicker using peopleglass. ### 20. Saving so much time on admin **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** February 03, 2022 **What do you like best about Backstory?** Very easy to select opportunities and manage sales cycle. I love the interface and how it integrates with Salesforce and the management of new business meetings is very intuitive. **What do you dislike about Backstory?** There is not much to dislike as it has completely changed the way I manage my leading indicators and business development **What problems is Backstory solving and how is that benefiting you?** More time being productive, generating more revenue thanks to the visibility of business opportunities and better intelligence to know where to focus efforts **Official Response from Rick Reid:** > Thank you for the great review! Glad you are finding PeopleGlass useful. ### 21. Turn Salesforce into Excel **Rating:** 4.5/5.0 stars **Reviewed by:** Robert S. | Account Executive - Mid Market, Enterprise (> 1000 emp.) **Reviewed Date:** November 16, 2021 **What do you like best about Backstory?** PeopleGlass allows you to quickly execute the administrative salesforce activities that come with the job (log calls, add contacts, create opportunities update forecasts) **What do you dislike about Backstory?** The only thing that would take the product to the next level is a mobile friendly interface - the only way to engage is through the desktop version unfortunately. **What problems is Backstory solving and how is that benefiting you?** Cutting down time to update forecast Quickly finding leads Visibility to entire customer base for references Prioritize territory target whitespacing competitive integligence ### 22. 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. ### 23. 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! ### 24. 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. ### 25. Useful tool to speed up SFDC work **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2022 **What do you like best about Backstory?** I really like the ability to make quick changes to opportunity fields without pulling up the opportunity itself. Also the quick report views are more intuitive than native SFDC reports. **What do you dislike about Backstory?** When making a change in People Glass to an opportunity's owner, I didn't get a chance to request that a notification be sent or to keep the Opportunity Team intact, which I would have if I made the change in SFDC directly. **What problems is Backstory solving and how is that benefiting you?** Quick review and QC of opportunities! ### 26. Love it! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 09, 2021 **What do you like best about Backstory?** - Analytics - Stack rankings - Being able to sort by activity type/ date - Tie to SFDC **What do you dislike about Backstory?** - Would be nice to have definitions of all analytics **Recommendations to others considering Backstory:** It's a great way to hold yourself accountable to the RIGHT type of activity. It also gives you insight on how you to compare to your peers, which can provide peace of mind when you are working from home. **What problems is Backstory solving and how is that benefiting you?** - Tracking conversion rate - Understanding gaps in activity - Context on where I stand relative to my peers **Official Response from Mark Gallant:** > Thank you for leaving such a great review for People.ai! ### 27. 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 ### 28. PeopleGlass has made it easier to go through my pipeline for the quarter. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Enterprise (> 1000 emp.) **Reviewed Date:** May 20, 2022 **What do you like best about Backstory?** I like the easy layout of the platform and how easy it is to navigate. **What do you dislike about Backstory?** There is nothing that I have noticed as of right now that I dislike. **What problems is Backstory solving and how is that benefiting you?** Everything is in one place. I like how easy it is to filter out the most important things as to the way you can view your pipeline. **Official Response from Rick Reid:** > Thank you for posting a review, we are so glad you like it! ### 29. Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Ashlie C. | Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2021 **What do you like best about Backstory?** The ability to bulk update has saved me so much time and streamlined my process **What do you dislike about Backstory?** creating an opportunity or new contact is easy but you have to remember to insert the correct fields that match your Salesforce instance so it can be time consuming **What problems is Backstory solving and how is that benefiting you?** Faster time updating contacts. Quick view what status all of my contacts are in along with last activity without having to build a report in Salesforce. ### 30. As an AE **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 29, 2022 **What do you like best about Backstory?** Helpful in deal reviews with managers for its preciseness **What do you dislike about Backstory?** Nothing I dislike. Pretty complete to my tastes **What problems is Backstory solving and how is that benefiting you?** Understanding that we are asking everything to customers, have all the information needed for the deal health ### 31. 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). ### 32. 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. ### 33. 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. ### 34. Insightful tool. UI Could be a bit better **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** July 05, 2022 **What do you like best about Backstory?** Useful info wit just a few clicks when you know the information you're targetting **What do you dislike about Backstory?** Not able to group information for several AE's for some specific reports **What problems is Backstory solving and how is that benefiting you?** Not applicable. **Official Response from Rick Reid:** > Thanks for the review. You should be able to see various AE, but also we'll have a new feature in the next few months that will make that really easy! Stay tuned, look for our September launch. ### 35. 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. ### 36. Excellent Manageable view for a Reporting style layout - What Salesforce SHOULD have **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2021 **What do you like best about Backstory?** ease of use and editing. ability to use all native and custom salesforce fields and manage them all within one simple view **What do you dislike about Backstory?** Cannot build view based on reports, has to be a salesforce view. Would be great to be able to do things like Opportunities with Products type reporting, etc **Recommendations to others considering Backstory:** Just try it - it's a free tool that makes visibility and editing so much easier. Our Salesteam has a combination of a Peopleglass view and a personal dashboard and it has increased timely updates on opportunities tenfold **What problems is Backstory solving and how is that benefiting you?** Bulk editing in Salesforce, especially for smaller subsets that need a simple one-field update. Increased productivity and clarity. ### 37. People AI Insights and Usage, Reports and Analytics **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2021 **What do you like best about Backstory?** Most helpful are the Dashboard, so far everything is good on our daily use as a team member and if you are managing a team, This will be able to see progress of each team members and our standing as a team as far as a numbers and performance as well productivity is concern. **What do you dislike about Backstory?** Dashboard is okay not sure what needs to improve on at this point but probably the thing that I can think of is the real time updates, It would be great to see numbers and changes real time. Looking forward for this improvement. I hope there is a switch button for me to locate if I will be the POC of my manager If there is a switch button where i can also the view of a manager if I need to be his or her back-up. **Recommendations to others considering Backstory:** Utilize it every day as it will help to boost our day-to-day productivity and comparison. It would be great to get real-time updates. Real-time updates will help us resolved whatever productivity gaps or challenges in a more timely fashion. I would like to also recommend if we can add a feature or enable the users to generate reports or if we can extract reports through this platform, this will help us users speically managers to export data and present it to the team into different platforms and reporting if lets say we do not have access to People AI or can still have the data offline. I would also suggest if we can have an assign button lets say if I am a Manager and I would like to share my view and reporting to my POC for one day or during my off days, I hope and it would be best to get that option as well so that everything is something that can be shared to my back-up. **What problems is Backstory solving and how is that benefiting you?** The problem being solved with this platform People A.I are daily task allocation and productivity tracker and comparison. Benefits realized are this tool is beneficial to see the progress of the each team member and insights and productivity measurement of the team. ### 38. People AI review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2022 **What do you like best about Backstory?** You get to see if you are hitting your quota in terms of outbound calls and meetings **What do you dislike about Backstory?** Sometimes my meetings aren't being tracked **What problems is Backstory solving and how is that benefiting you?** Keeping myself tracked in terms if my sales activities **Official Response from Rick Reid:** > Thanks for the review! You can reach out to your support team at support@people.ai with the details of your un-tracked meetings and we'll look into it right away. ### 39. Account Executive **Rating:** 5.0/5.0 stars **Reviewed by:** Nicolas D. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** August 02, 2021 **What do you like best about Backstory?** I like that People AI is able to measure all the metrics involved in a sales process, as opposed to singling out only one channel (email, calls, or meetings). This show the executive's overall effort, instead of only one side of it. I also enjoy seeing how I compare to my peers in each category. **What do you dislike about Backstory?** I believe it does what its supposed to. If I had to pick something, it would be live results, instead of having to wait for the next day. **Recommendations to others considering Backstory:** Brings visibility to where your team is applying most of its efforts, as well as a comparison to see what metrics are most effective. **What problems is Backstory solving and how is that benefiting you?** It keeps the team on track and competitive. ### 40. Very Helpful! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2022 **What do you like best about Backstory?** The private columns are a life saver for tracking notes on outreach! **What do you dislike about Backstory?** I like the sharing aspect of people glass but I wish it had the functionality of a shared google sheet **Recommendations to others considering Backstory:** n/a **What problems is Backstory solving and how is that benefiting you?** Helping my coworker and I have visibility into eachother's notes and customizable **Official Response from Rick Reid:** > Thanks for the feedback. We are always striving to improve the functionality. ### 41. Awesome Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2021 **What do you like best about Backstory?** The tool is fantastic for data analytics. It helps me see where I should focus more. I love how I get emails for day to day on the activity status of me and the team. It's showing leaderboards as well to get a little competitive with the team. There is also this emails I recieve for update on companies somekind of news letters. The tool is easy to use I can attest to that. Another big part is it allows me to manage opportunities easier. Shows the activiest to the tinies level of information, like which accounts are touched, called and emailed. Its a tool I would love to explotre more, its only a couple of months tha tI'm using it and I already benefited from things it can provide immensely. **What do you dislike about Backstory?** None in particular works as it's supposed to. I just do not have enough knowledge on the system yet, I mean if I can get like a training from people AI themselves on how to navigate the sofware on how to ause it better I would be very glad. There were also some downtimes when I cant open it but it might be more in the system I have not on the AI. **Recommendations to others considering Backstory:** If you work on a data analysis job or do day-to-day reporting, this tool is number 1. It has been a great help to monitor my daily activities and see where to spend my focus. **What problems is Backstory solving and how is that benefiting you?** Data analytics mainly track day-to-day activities. For frontlines like sales reps, this will help them create action plans. I, for instance, have a monthly target metric. It allows me to monitor the progress and pick up the pace if necessary. It also allows my manager to coach me better, we see the data we review the pipeline, the opportunities and based on that we created a verfy effective action plan. ### 42. TIME SAVER **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** November 11, 2021 **What do you like best about Backstory?** Editing close dates, forecast categories, stages, and next steps is super easy. Really like the ability to create custom views for each rep with quick edit ability without having to login to SFDC. **What do you dislike about Backstory?** I'd like the option to create nested folders for each view. This would be helpful in forecast and pipeline review where I can quickly sort by rep, forecast category etc. **What problems is Backstory solving and how is that benefiting you?** SFDC is super clunky as we all know, and that extra 10 seconds to pull up an opportunity and edit, review is cumbersome. Peopleglass helps with a streamlined view of the pipeline with ease of use to edit fields. **Official Response from Kate Walsh:** > Hey there! Thanks for sharing your feedback! Love the idea of nested folders—passing this along to the product team. We'll keep you posted! Thanks again for being a valued customer of PeopleGlass! ### 43. Automate your Sales Records! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 05, 2021 **What do you like best about Backstory?** People.ai is a very simple way to keep track of my sales activities and report upwards. Firstly, you dont need to spend hours keeping logs of your meetings, it does it for you. Second, You can easily mark down what category these meetings are. Third, and perhaps most important you can keep track of the category of activities based on an account or opportunity - this is vital to see how you are progressing to a win. **What do you dislike about Backstory?** Sometimes in my government accounts the meetings don't appear. **Recommendations to others considering Backstory:** Make sure you categorise your meetings every week, I go into slack and easily can review the meetings and select what type they are. This allows you to see which meetings is getting you closer to a win, and also what you need to still do to close the deal. **What problems is Backstory solving and how is that benefiting you?** Automate meeting entries, no more lengthy process to collate the meetings done per week/ month. Keep track of progress on accounts and opportunties - identifying how much youve done but also which contacts you need to call to penetrate. Manage upwards and stay on track with KPIs - without stress. ### 44. 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 ### 45. People.ai - Instrumenting Our GTM Engine **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2021 **What do you like best about Backstory?** People.ai automations the activity data collection process that sales organizations have historically struggled to implement. We're able to quickly understand where our sellers are spending their time, and ensure that their activities align directly to revenue impacting opportunities. The deal room and recommended insights allow us to quickly understand how we're executing in key sales opportunities, and provide relevant and straightforward observations - are we getting high enough in the account, do we have the right stakeholders involved, do we have ongoing engagement from our customers and / or prospects. **What do you dislike about Backstory?** We've had to make a number of customizations so P.ai's Leading Indicator concept applies to our Sales Process. It has taken several iterations to be confident in the data collection, and accuracy, and does require diligence from our operations team to validate the data is organized and matched accurately. **What problems is Backstory solving and how is that benefiting you?** We use People.ai to instrument our Sales Organization. P.ai's automatic data collection allows us to quickly understand where and how our Sales Team is spending their time and if their activities align with opportunities with the most significant revenue potential. ### 46. Team Productivity Breakdown and Assessment **Rating:** 5.0/5.0 stars **Reviewed by:** Sally R. | Small Medium Business Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 10, 2021 **What do you like best about Backstory?** I find it very useful to have a breakdown of how many hours were spent on each type of activity: calls, email, meetings so we can see where else we can improve and bank on and how else we can increase productivity. **What do you dislike about Backstory?** The updates seem to be a bit delayed over the past month, it usually takes a week to have a more accurate view of the Calls activity **What problems is Backstory solving and how is that benefiting you?** This greatly benefits the whole team and the individual as we can see how many hours in a work day are utilized and how good we are in managing our time for work activities especially during this work from home setup ### 47. Revenue Intelligence that snaps to your processes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2021 **What do you like best about Backstory?** - Solutions that align with our processes and our reps workflows natively within our CRM - Reliable email and meeting capture that ensure your reps engagements with prospects and customers are properly captured - Simple but effective matching logic to ensure that matched records are inserted properly into your CRM, and available for viewing in the web app - Reporting that surfaces insights on contact and account engagements, but in a way that adapts to your leadership's processes and where they work - Strong CS Team that partners closely with you to help ensure the success of the platfor **What do you dislike about Backstory?** - Implementation process can be complex - assessing and building for the impact of People.ai on your CRM can take a long time, but in the end it is worth it because of the data and insights that the tool and the P.ai Team provide, and the workflow improvments for reps after implementing - People.ai can weigh heavily on the CRM with API calls, so economizing the sync cadence can help optimize the platform. The People.ai Team is very helpful in mapping out and executing on sync improvements **Recommendations to others considering Backstory:** People.ai has been a fantastic partner. Their Customer Success Team will help you every step along the way in implementation to make sure your organization gets as much value as possible out of the tool. When implementing, ensure that you take the time to assess the impacts of People.ai, and be intentional about how the solution will align to existing processes and systems resources. Once implemented, the platform will help save your reps time that they'd typically spend on administrative tasks, allowing them to spend that time talking to prospects and customers. **What problems is Backstory solving and how is that benefiting you?** People.ai helps automate and improve processes for many admin tasks in SFDC for reps across our GTM Teams while capturing meaningful data for us to surface to our leadership. In addition, it helps ensure the data quality of our CRM in real-time as the platform inserts and updates records. ### 48. Relevant technology with great visibility **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2021 **What do you like best about Backstory?** I like the Dashboard and the categories available for analytics. I find it useful to compare my activity with other team members, as well as have a better understanding of what do they pay the most attention to (spend their time on). etc I like that it also shows a champion in separate categories (fastest email response etc) for the entire team. **What do you dislike about Backstory?** Sometimes I find it inconvenient to choose specific categories for my own activities or to run reports for my specific engagement. Maybe you could add templates of reports to my account or smth like that. So we could just easily click and check how many emails we sent, calls we made, accounts we engaged, etc (so we would only choose the timing for those). **What problems is Backstory solving and how is that benefiting you?** The benefit for me is definitely visibility in the team's activity as a whole. It keeps me more motivated to stay on top of the dashboard in a way. ### 49. 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. ### 50. WHAT A GREAT, SIMPLISTIC PRODUCT THAT SAVES ME TIME! **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan B. | Program Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2021 **What do you like best about Backstory?** It gives me a new home screen experience for SalesForce that integrates seamlessly and quickly. I no longer utilize excel and forget to add information into Salesforce. **What do you dislike about Backstory?** I haven't found anything yet. You have the ability to share a sheet which is amazing and at first, it wouldn't update like a shared sheet but now it does. **What problems is Backstory solving and how is that benefiting you?** I was currently spending 5+ hours per week inputting data into SalesForce. Now I'm spending more time calling and landing deals. The bulk updating and sheetlike home screen requires significantly less clicks and takes away my major pain points from SalesForce. ## 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?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-03+01%3A39%3A33+-0500&secure%5Bsession_id%5D=0fcca142-78a1-4bac-be22-28586e0ff628&secure%5Btoken%5D=20c2ef649f64e85697fc37872adbe550f802a0500e967701d9592f5437c6e1a8&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 (5,503 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 (6,504 reviews)