--- 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. Good tool, but can still improve documentation part **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.) **Reviewed Date:** April 23, 2023 **What do you like best about Backstory?** The tool itself is very good, once get rampped up, it's very simple to use. **What do you dislike about Backstory?** The documentation part is very outdated, compared with the API content. **What problems is Backstory solving and how is that benefiting you?** Understanding sales activity ### 2. Easy to use, blazing fast! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 26, 2022 **What do you like best about Backstory?** I find it super easy to configure different views for myself and my colleagues from the Sales team. The speed is also quite fast which is great and the ability to share the views with others via links. Furthermore, the writeback is great so I can enter comments and update fields directly in here instead of going into SFdc. **What do you dislike about Backstory?** I am missing that it does not use my details (name, role, etc) and use intelligence on top so I can have a few auto-generated views as well as relevant widgets ready to go. **What problems is Backstory solving and how is that benefiting you?** Now I don't need to go into Salesforce that often, which saves me time since Salesforce requires too many clicks to get to where I need to go. Also, the table view simplifies consumption of information as well as allowing for a quick and powerful filtering and configuration of the columns I need. ### 3. Critical efficiency tool for Corporate CSMs **Rating:** 5.0/5.0 stars **Reviewed by:** Michaela A. | Manager, Corporate Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2022 **What do you like best about Backstory?** My team heavily uses PeopleGlass heavily. They each manage around 40 accounts and the efficiency it gives us to manage our business is incredible. It is intuitive, which is rare in GTM tools. **What do you dislike about Backstory?** Sometimes our SFDC fields take a bit to show up in PeopleGlass to be able to build reports on, but this may be an Ops update we can make. **What problems is Backstory solving and how is that benefiting you?** It solves the ability to avoid SFDC lagging upon updating core account information, which ultimately allows us to keep our account information healthier without an incredible time investment for the team. This results in better information for our board and leadership team. ### 4. People.ai helps me monitor my performance so I know how to be as effective as possible! **Rating:** 4.0/5.0 stars **Reviewed by:** Marshall K. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** July 08, 2022 **What do you like best about Backstory?** The ability to track individual metrics over a certain period. This allows me to analyze trends in my performance so I can make sure I am moving my performance in the right direction. **What do you dislike about Backstory?** It would be helpful to have more visibility into other team members' stats. This would help me to see what my colleagues are doing well and learn from them. This way I can do even better. **Recommendations to others considering Backstory:** It's a good tool overall, but especially in a WFH or hybrid environment. **What problems is Backstory solving and how is that benefiting you?** People.ai is helping to create a path to success that can be duplicated. By understanding what metrics make me successful, I can continue to do things that move the needle and even improve on them. **Official Response from Rick Reid:** > Thanks for the nice review! We agree that viewing team members success is useful - access to other team members is an administrative setting, you should be able to see other people on your team. Reach out to your People.ai admin, or feel free to reach out to us at support@people.ai and we'll try to help. ### 5. Love PeopleGlass! **Rating:** 5.0/5.0 stars **Reviewed by:** Andrea S. | customer success manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2022 **What do you like best about Backstory?** It makes running dashboards and making SFDC edits super easy and way more efficient than doing it in salesforce **What do you dislike about Backstory?** I wish there was an easier way to run a report of opps that I am the CSM for since i dont own the opp but am attached at the account level **What problems is Backstory solving and how is that benefiting you?** Making updates in SFDC ### 6. great resource our entire company uses **Rating:** 4.0/5.0 stars **Reviewed by:** Jessica P. | none, Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2022 **What do you like best about Backstory?** I like how it shows what activities everyone is doing on the team since we needed to start recording our data and analytics on what is getting things to work within our internal and external outreach. **What do you dislike about Backstory?** It is odd that it is always tracking haha but I would say it doesn't know exactly what meetings we are in, customer vs internal and that I think would be really interesting for me to be able to see **What problems is Backstory solving and how is that benefiting you?** Like I said in the beginning it is helping our team gather more data insights and stats as to what our team is doing each day that way we can see what is creating more leads/deals which is helpful data if we can quantify **Official Response from Rick Reid:** > Thanks for the review! We work really hard at making sure the activities we capture are relevant your sales efforts. We do know the difference between external and internal calls - maybe your configuration needs to be looked at. Please reach out to support@people.ai in order to check it out. ### 7. great tool. amazing support **Rating:** 4.5/5.0 stars **Reviewed by:** Theodore R. | Techincal Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2022 **What do you like best about Backstory?** The well structured and comprehensive implementation and enablement program is fantastic but even more than that I like the level of support their customer success team provides. **What do you dislike about Backstory?** Slack messages cannot be synced to Salesforce **What problems is Backstory solving and how is that benefiting you?** capturing activity data, health scoring opps, contacts, and contact relationships. Bringing objectivity into deal evaluations and equipping reps with playbooks **Official Response from Rick Reid:** > Thanks for the review. We do offer auto-creation of contacts through our Data Foundation product, since it looks like you are using Data Foundations, email the details to support@people.ai and we can figure out what is going on. ### 8. A fantastic, easy to use sales process and execution tool **Rating:** 5.0/5.0 stars **Reviewed by:** James S. | Vice President, Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2019 **What do you like best about Backstory?** The playbook, a series of questions which help you drive the next action really get sales people thinking. The relationship mapping is fantastic also. All native salesforce, easy to use, easy to install/update and the team at ClosePlan are fantastic. Great insights into the engagement with prospects and customer, all automatic and powerful **What do you dislike about Backstory?** Nothing really. We have a few items on the roadmap but right now even sales people are enjoying using it! **What problems is Backstory solving and how is that benefiting you?** We wanted a way to drive next actions on deals. What is the next big thing to do in a deal to help win it based on best practice. **Official Response from Mark Gallant:** > Really appreciate your review. Having best-in-class tools native within salesforce where you already work, is just so powerful and increases your efficiency. Join us next month to learn about all the new enhancements coming to a CRM near you soon! ### 9. Great addition to make me succesfull **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** July 05, 2022 **What do you like best about Backstory?** It is giving me structure and insight info that is crucial for me to execute. Even though it is not my only tool, it is a day-to-day one. Focus, structure, insight are key elements **What do you dislike about Backstory?** For me, it was a little hard to get used to at first and how to implement it in my routine. In general, it has a great feel and when getting used to it is something you don't want to lose. **Recommendations to others considering Backstory:** When you want a clear way of work with the benefit of organization, team and even individual level insights I think you are at the right address with People.ai. It helps to put your strategy and way of work form in great structure **What problems is Backstory solving and how is that benefiting you?** It is giving me to find a balance on which type of deals I need to focus on to reach my target. Therefore it makes me more productive than any other tool that I would have. **Official Response from Rick Reid:** > Thanks for the review! Happy to be a part of your day-to-day! We are constantly working on our UX - if you have specific comments we'd love to hear them at support@people.ai. ### 10. PeopleGlass Works! **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua M. | Senior Renewal Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Backstory?** The ability to update notes and fields in one place without having to navigate to different screens, reports, and tabs. **What do you dislike about Backstory?** I don't think I can think of anything I dislike currently. I did run into an issue when I did a test to mass update my RM notes. The notes I put in replaced all of the previous notes that were in there. Luckily I had back up report where I could replace all of the deleted notes. Maybe a feature that does an archive or a warning that everything will be deleted would be helpful. **What problems is Backstory solving and how is that benefiting you?** Salesforce is an excellent CRM but it can also be hard to navigate and update at times. PeopleGlass solves this problem by allowing me to update my deal notes in one place. The benefit is saved time and greater organization. **Official Response from Rick Reid:** > Thank you for the great feedback. Good idea about warning about overwriting. ### 11. Great insights Fun Data! **Rating:** 5.0/5.0 stars **Reviewed by:** Micah P. | Commercial Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** June 28, 2022 **What do you like best about Backstory?** Love the diversity of information that people.ai gives. From targetting and seeing how each opportunity I'm working on. Multiple activity and touch points help you see what is resonating and where my activities are best targetted. **What do you dislike about Backstory?** There are still some activities that don't show. LinkedIN engagement or personal calls and texts, but that is a very very tiny imperfection. I really have nothing else negative to bring up. **Recommendations to others considering Backstory:** Definitely use People.ai it is a great tool and it's much more than just tracking activity. **What problems is Backstory solving and how is that benefiting you?** With the scope and scale of larger enterprise deals there needs to be a way to quantify all avenues to help customers. Meeting their needs and aligning with my solution. **Official Response from Rick Reid:** > Thanks for the review, Micah! Thanks for your feedback, we are always looking to improving our data sources, and both of those are great suggestions. Personal calls/texts are hard to do, without being connected to some kind of capture software. ### 12. Excited about People.ai **Rating:** 5.0/5.0 stars **Reviewed by:** Fred H. | V, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2022 **What do you like best about Backstory?** Ability to see trends between activities that matter (Team Performance, Buying Personas, Deal Room stats, etc.) and sales results. Look forward to incorporating these results in our regular reviews with our salespeople. **What do you dislike about Backstory?** We are still working through the final steps of our implementation, so it is a little early. I'm seeing abnormally low performance results for some salesepeople wh owe strongly believe are doing more than their results indicate, so we need to drill down to see what is going on... **Recommendations to others considering Backstory:** Make sure you have the full engagement and support of your internal CRM support team. The integration of People.ai into your CRM solution is absolutely key to the success of the program. **What problems is Backstory solving and how is that benefiting you?** We were already able to use Deal Performance results to confirm low performers on the team. It is a little early in our implementation to define the metrics that we can point to that lead to success. **Official Response from Rick Reid:** > Thanks for your review! You've had a couple of months now, let us know how you've implemented People.ai into your regular sales reviews. ### 13. Great insight into Salesforce usage and love the integration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** June 28, 2022 **What do you like best about Backstory?** People.ai is definitely helpful to see where I stand across my team in terms of metrics and productivity. As a sales professional I am competitive, so to be able to effectively get data or information on our team's ranking gives me a definite idea of where I need to work on and improve. I am able to track my activities and assess how it relates to the sales I produce. It helps define what activities to focus on as well. **What do you dislike about Backstory?** What I do not like about it is, other people can also see my activities. So I think that is something that comes along with it probably to motivate others to do well on our job **What problems is Backstory solving and how is that benefiting you?** Measuring activities. The problems that people ai has solved for me is my traction to the sales opportunities I have with my clients. It benefited me to see how once improvement is directly proportional on the day to day activities that you are doing. In my experience, having the ability to see those data greatly help me to improve day by day and I am more motivated to do more. **Official Response from Rick Reid:** > Thanks for the review! We are glad you are finding it useful. Depending on how users are configured on your system, only your managers and people on your specific team should be able to automatically see your activities. Check with your People.ai admin about those settings, and have them reach out to us if changes are necessary. ### 14. CyrusOne is able to take selling to the next level with actionable intelligence with People.ai. **Rating:** 5.0/5.0 stars **Reviewed by:** Caroline C. | Area Vice President of Sales, Western US Territory, Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2022 **What do you like best about Backstory?** We knew that our buying personas had been changing over the last 36 months. We also knew that buying behaviors were changing prior to the pandemic. People.ai, has unocked what was occuring with real data, and we don't have to make decisions off our gut feelings. People.ai. has enabled valuable insights that we had not anticpated or expected. **What do you dislike about Backstory?** The only thing I've not liked, is that we did not have a tool like this sooner. **What problems is Backstory solving and how is that benefiting you?** As People.ai builds the data in the background of our SalesForce tool, week over week, we are unlocking further information to help our leaders know which deals could be at risk; where to coach sales reps; and furthermore what right looks like in terms of engagement to a mutal win with our customers. People.ai also helps sales professionals track their engagement levels through the various stages in the pipeline so that they are continually, engaging to win deals. **Official Response from Rick Reid:** > We are so glad you like People.ai! ### 15. Great enterprise solution for Gmail activity capture **Rating:** 4.0/5.0 stars **Reviewed by:** Yigal R. | Business Applications Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2022 **What do you like best about Backstory?** It captures all emails and events from Gmail and auto relate to records in salesforce **What do you dislike about Backstory?** lack of capability to divide and analyse scheduled events participants, they all come up in SF on a single attribution **What problems is Backstory solving and how is that benefiting you?** visibility on team activities ### 16. Huge time saver for anyone working in sales! **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel N. | Strategic Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Backstory?** The ability to edit my opportunities as well as structure my account prospecting without spending a ton of time in SFDC. Peopleglass makes it quick and easy for me to adjust close dates, next steps, and opportunity stages, and structure my account tier strategy for both myself and ADR. **What do you dislike about Backstory?** Some of the filter types/names are not as intuitive as I would like, but I'm also just getting started and new to the application - there is a lot more to learn! **What problems is Backstory solving and how is that benefiting you?** It's helping me to be more efficient and organized in my day-to-day. There are enough distractions throughout the workday as is, Peopleglass is helping to me to reduce time spent in multiple applications (Google Sheets, SFDC) and focus on 1. ### 17. Sales Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Brett M. | Manager, North America Digital Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2022 **What do you like best about Backstory?** The best tool I've used for tracking sales rep productivity, KPI's and metrics. Easily digestible UI and layout. Have the ability to dig deeper into the deals that reps are working and the contacts they have cultivated relationships with **What do you dislike about Backstory?** Waiting for the salesforce integration. Don't think this is a people.ai issue, but more something we are waiting on our side in terms of implementation. Something I'll gladly wait for. **Recommendations to others considering Backstory:** If you are looking for a sales tool to help track the metrics and KPI's of your sales reps this is the tool for you! **What problems is Backstory solving and how is that benefiting you?** I love the deal room functionality where I can cross-reference the deals/opps in SFDC with what I'm seeing the most traction on in People.ai - it helps verify the deals that are being worked. **Official Response from Rick Reid:** > Thanks for your review! People.ai is even more useful when viewed within SFDC, hopefully we can get your integration done soon. ### 18. First month using Peopleglass **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** July 21, 2022 **What do you like best about Backstory?** the ability to update all my accounts from one platform, used to always use airtable or google table to track accounts in a very similar way but would have to double entry data and would always double eneter. with people glass its one stop shop with no need to double enter. **What do you dislike about Backstory?** Lack of a proper grouping functionality, airtable and google tables ability to sort and group accounts is easier to build and manipulate. I would like more prebuilt funtionality and the ability to intergrate with other sites like sixsense for example for the ability to stack rank accounts **What problems is Backstory solving and how is that benefiting you?** Working with my account executive to be able to establish which accounts to work and to quickly update accounts without the need to have 27 tabs open on my computer. ### 19. "An all in one report for sales people" **Rating:** 5.0/5.0 stars **Reviewed by:** Richardson A. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2021 **What do you like best about Backstory?** As an account executive it helps me manage my daily work step towards finishing my day. it provide me insights on what to do next, as part of sales personel activity is one of the biggest asset to reach my goal. By using People.ai I know if i need to makes more calls for the day or i'm lacking some meetings to hit my target. It also provides our team some insights on what works and not working individually. **What do you dislike about Backstory?** Call data is a boit delay sometimes its takes a day or 2 before its shows the accuarte number of call activity it's better if the report can be done real time. overall I can say that People.ai. is almost perfect specially now that most of the company are working at home reports for activity are now automaticaly generated. **Recommendations to others considering Backstory:** This is perfect for a meduim to large sales team, I would recommend People.ai. Automated opportunity contact role creation, and gmail suite activity sync function is awesome and will avoid issues. **What problems is Backstory solving and how is that benefiting you?** I am mainly looking to see my progress daily. Often, this leads to the boosting productivity gives me an idea what to do next more calls or meetings or more email should i send the clients. accuratley provide me idea where my activity stand in out team. unlike befoe that we dont use this great application we only assume some of the activity we don and mostly we get error and inaccurate report . **Official Response from Mark Gallant:** > Thank you for leaving a great review for People.ai! We've forwarded your note to development and please feel free to sync up with your Customer Success Manager if you haven't already. Have a great day. ### 20. Revenue Generator **Rating:** 5.0/5.0 stars **Reviewed by:** Harold G. | Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 09, 2021 **What do you like best about Backstory?** Speed I think is very essential! People.ai uses data and customer profiles to better serve customers with tailor-fit messages. My team is under Sales and People.ai enables me to separate my customers into different personas and see what motivates them. I like the fact that People.ai assists me on my daily meeting reminders via email. **What do you dislike about Backstory?** Data on agent productivity is sometimes-off!and inconsistent. Maybe this was just an isolated incident. Otherwise, People.ai is still the best as it shows how productive the team members are in terms of daily quotas. **Recommendations to others considering Backstory:** I get my day going from meeting reminders to a more efficient work on analyzing customers response via People.ai's Outbound Touches! People .ai helped me a lot during my prospecting and contributed on my revenue. **What problems is Backstory solving and how is that benefiting you?** Analyzing customers based on their progression among segments, I can achieve dynamic segmentation and see my customer's behavior. This led me to get them on Zoom meetings and closing the sale. **Official Response from Mark Gallant:** > Thank you Harold for such a great review. Sorry to hear about that incident and please contact our support team if needed. So pleased we are able to really help you make a difference with your customer personas. ### 21. Intuitive and unified dashboard that allows users to easily identify all activity trends **Rating:** 3.5/5.0 stars **Reviewed by:** Nicholas I. | C, Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2022 **What do you like best about Backstory?** In the click of a button, youre able to easily and seamlessly identify all activity trends and engagement levels on an account-specific basis without ever having to leave the account within Salesforce **What do you dislike about Backstory?** I dont find many downsides to using the tool. It promotes accountability and a bit of a manual process but after a quick training video its easy to adopt and incorporate into your workflow **What problems is Backstory solving and how is that benefiting you?** Rather than traditionally bouncing around different applications, this tool allows you to access all data related to the account in one place. This has helped increase accountability and in turn, allowed for more effective account management **Official Response from Rick Reid:** > Thank you for the review, we are glad you are getting value from People.ai! We think we are easy to use as well, thanks for agreeing! ### 22. More helpful than I originally thought! **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica B. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** June 28, 2022 **What do you like best about Backstory?** I knew this tool was going to be helpful but after learning more about it and using it in my every day with every deal I have or account I am interested in, I can't go without it! Highly recommend it and am very thankful for the insights it provides. **What do you dislike about Backstory?** but would be nice to see partner interactions as well- not sure how that would work though **What problems is Backstory solving and how is that benefiting you?** People.ai is giving me real-time insights on activity and engagement levels. Without me spending time going through salesforce I can see the information I need in an effective and to the point manner. **Official Response from Rick Reid:** > Thanks for the review! Glad you are finding it useful. Data collection on partner activity is an interesting idea, we are always thinking about how to improve the data capture. ### 23. People.ai for tracking activities **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** November 04, 2022 **What do you like best about Backstory?** People.ai does a really great job at tracking user activities and capturing potential contacts that may have been missed. **What do you dislike about Backstory?** While People.ai does a good job at capturing contacts, it does maybe too well of a job. There may be some issues where unnecessary contact records are created, especially on the opportunity contacts. **What problems is Backstory solving and how is that benefiting you?** The main problem we needed to solve was capturing sales activities, such as emails and meetings. People.ai solves that problem. **Official Response from Anna Mkrtchyan:** > Thank you for leaving a review for People.ai! Great to hear that we are taking care of you and your organization's needs. We know that we can always improve and we're constantly working to do so. ### 24. Makes using Salesforce WAY Better **Rating:** 4.5/5.0 stars **Reviewed by:** Ted W. | Pacific Northwest PreSales Sr. Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Backstory?** I love that I can see a unified view of all of my opportunities. I can update items in Salesforce directly. It allows me to see what I want from a tactical standpoint and update it as neeeded. **What do you dislike about Backstory?** I would like to be able to export the data. **What problems is Backstory solving and how is that benefiting you?** It allows me to have a digestable view of all the opportunities that are top of mind when managing the folks that work with me and managing up. ### 25. People.ai Reporting Review **Rating:** 4.5/5.0 stars **Reviewed by:** Nitin B. | Manager, Analytics, Enterprise (> 1000 emp.) **Reviewed Date:** July 22, 2022 **What do you like best about Backstory?** People.ai has API dataset which will be helpful to deep dive into the Activity dataset which is not fully captured with Salesforce and People.ai integration. So I feel these dataset are really useful to calculate employee productivity. **What do you dislike about Backstory?** I think the coverage of seniority and department for the participants of the meetings and emails and calls placed by the Sales Organization is not comprehensive and hence there is a lot of blank data in those fields **What problems is Backstory solving and how is that benefiting you?** I think one of the best use of People.ai is that it automates the activity capture process. People.ai scraps the google calendar, has integration with the caller app and which is helpful to get meeting,call and email data so that a deeper analysis for sales productivity. **Official Response from Mark Gallant:** > Thanks for the great review and we are pleased to help you complete your dataset view of your revenue activity. We have some exciting new features coming soon that will greatly expand those capabilities. Join us for our late summer solution launch on Sept 13th to learn much more. ### 26. Great so far! Saving me a ton of time already **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2022 **What do you like best about Backstory?** The transparency and ability to easily update notes in SF by using Glass instead of opening each account separately. Has already cut down my time to input notes by more than half. **What do you dislike about Backstory?** None yet - haven't had a chance to really dive deep though my find some things I dislike once really getting into the use of it and how best it can work for me. **Recommendations to others considering Backstory:** Connect with your Users on what is going to benefit them most. Support is also great at PeopleGlass! **What problems is Backstory solving and how is that benefiting you?** It used to take me at least an hour to view all of my client's notes and update them accordingly within Salesforce. People Glass allows me to update them timely and sync automatically with Salesforce. This will greatly help me with other aspects of my day to day as well. ### 27. People.AI Is Easy To Setup and Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2022 **What do you like best about Backstory?** People.AI is a fantastic enterprise-level tool. From its Relationship Map to MEDDIC capabilities, it's been a staple at two companies I have worked for. It's easy to setup, intuitive, and you can get good reporting and metrics from it. **What do you dislike about Backstory?** No out of the box ability to create validation rules to prompt Sales reps to fill out a MEDDIC form **What problems is Backstory solving and how is that benefiting you?** Sales process and methodology ### 28. PeopleGlass for the win! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** June 07, 2022 **What do you like best about Backstory?** PeopleGlass allows me to update all the most important information the business needs to make informed decisions about our pipeline. This used to take a while since you have to wait for each page to load in SalesForce but PeopleGlass has figured out the best way to complete these tasks. **What do you dislike about Backstory?** I haven't found anything yet that I dislike. I've downloaded the desktop app and installed the Chrome extension so that makes everything extremely easy to use. If I run into anything, I'll make sure to reach out. **Recommendations to others considering Backstory:** Definitely consider PeopleGlass if you are looking to increase productivity and reduce time spent on administrative tasks. **What problems is Backstory solving and how is that benefiting you?** Using PeopleGlass is allowing me to focus on activities that attract new clients instead of focusing on administrative tasks. I can use one sheet to make all my updates instead of having to bounce around in SalesForce. ### 29. New to my organization- but have started using to help stay organized and efficient with my accounts **Rating:** 4.5/5.0 stars **Reviewed by:** Matthew K. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2022 **What do you like best about Backstory?** Ability to make quick edits on one screen. **What do you dislike about Backstory?** Creating the accounts that are under my name already in Salesforce. **What problems is Backstory solving and how is that benefiting you?** - Time/efficiency - Organization ### 30. Great productivity tool for keep Salesforce updated **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2022 **What do you like best about Backstory?** Inline editing of Salesforce opportunities. I cannot do this in my company's Salesforce so having access to it here is a huge time saver. Easy to create new views and filter to the correct data. **What do you dislike about Backstory?** Minor thing, but I couldn't spell check/correct in the inline editing, so had to finish my edits and then go back into each field to perform spelling corrections. I am a poor speller so this is a bit of a pain! Also, while inline editing when I got to a new paragraph (on a Mac) you have to hit 'command+enter ' while in most other applications this is a 'shirt+enter' function. Minor thing, but again I am having to keep correcting myself. **What problems is Backstory solving and how is that benefiting you?** Solving my problem of the time it takes to update Salesforce opportunities on a weekly basis. Being able to have a single view with all needed fields and edit in that view is huge for me. **Official Response from Rick Reid:** > Thank you for the excellent feedback! We'll take a look at your comments and see what we can do. ### 31. Regional Sales Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2022 **What do you like best about Backstory?** The fact that People Glass is integrated with salesforce I like. It provides a good overview of all activities, appointments and i can quickly update the status of these so my management can manage the sales processes across the company. **What do you dislike about Backstory?** It took quite some time to set up the account and the specific overview which I needed to do my work. It would have been helpful if this can be automated or made a video on how to install and set up the account. **Recommendations to others considering Backstory:** A real good tool and a must-have for every sales organisation! **What problems is Backstory solving and how is that benefiting you?** The major problem which is being solved is saving a lot of time. Normally I would have to update each activity within Salesforce, thanks to PeopleGlass, updating records and activities takes much less time. So ultimately I save a lot of time on updating and can spend more time on sales, which makes me more productive. **Official Response from Rick Reid:** > Thank you for the feedback. I'll speak with our enablement teams about the best way to guide customers through setup! ### 32. It is what Salesforce is not. Easy to use and easy to overview. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2022 **What do you like best about Backstory?** The Function that you ca create tasks, Events and Next steps directly out of the peopleglass overview without going back to salesforce. It is what salesfrce is not. Salesforce has all the data and peopleglass displays them and makes them edible **What do you dislike about Backstory?** Some funktions are not available but I guess this is more of an administration issue. Sometimes it is hard to find the fields you are looking for to display. Also you cant combine searches. If you choose Opportunity in the first step you cant go for contacts that have opportunitys in the second and then display those **Recommendations to others considering Backstory:** Start today! It is way easier to watch your data in PeopleGlass then in Salesforce AND you can edit it! **What problems is Backstory solving and how is that benefiting you?** For reviews it is far easier to use live data instead of creating Excel sheets and power points to achive the same. Data that is displayed is interactive and can be updated in salesforce while talking **Official Response from Rick Reid:** > Thanks for the feedback. We are glad you are finding PeopleGlass useful. We are always working to imporve it, in fact, look for a few release soon. ### 33. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 27, 2022 **What do you like best about Backstory?** The ease to group filters on one page and see everything you need from your CRM on one single use tab. Also being able to have multiple pages up at once and easily jump back between them. **What do you dislike about Backstory?** It often glitches and will either take forever to load or simply will not load for a day. This makes it hard when you are used to using PeopleGlass for the majority of your day. Also that you are not able to bulk update multiple sheets. **What problems is Backstory solving and how is that benefiting you?** PeopleGlass is elimnating the clunkiness of SFDC, being able to select which fields are necessary for you is helpful and you can select to not view the rest. Making updates seamless and time saved by not having to search for fields ### 34. Overall Great Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Tyler D. | Senior Sales Enablement Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** February 09, 2022 **What do you like best about Backstory?** I like the flexability that this tool gives you to make edits in Salesforce. This tool also updates in real time so you do not have to wait once you have made the changes. I also really like that you can create a number of different sheets and share them with others. Once they have the sheet, they can make edits and it will not affect yours at all. **What do you dislike about Backstory?** One thing I dislike is the inability to create a report like interface. This tool is great if you need to edit a singular object like leads or accounts, however if you want to use combined report types (ie. Accounts with opportunities), then you cannot do that. **Recommendations to others considering Backstory:** I would say make sure that it meets your needs. If you have a lot of complicated data moves to complete, then this tool may not be ideal. I still have a few audits where I have to submit IT tickets for our data team to process. Otherwise this tool works well in a number of other scenarios. **What problems is Backstory solving and how is that benefiting you?** I use this tool primarily for data cleanup. It helps me quickly go through and make mass edits to opportunities, leads, and accounts. Whether it be changing owners or updating stages, this tool saves me a ton of time making the updates. This tool has helped me take my audit times down from roughly 6 hours a week, to 3. This does not include the time it used to take IT to process the data change requests. **Official Response from Rick Reid:** > Thanks for the feedback. This is a great request; our team is thinking about how to best solve this. ### 35. Innovative Idea for Automating Salesforce Email Logging **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** July 06, 2022 **What do you like best about Backstory?** People.ai automates the tedious process of logging activities in SFDC. This saves sales reps time and ensures activities are tracked in CRM. This function creates a consistent systematized view of sales rep activity productivity. **What do you dislike about Backstory?** Getting data mapped to the correct accounts can be challenging. As the People.ai user base grows, this creates data management challenges that multiply in the CRM. **Recommendations to others considering Backstory:** There are many benefits to automating Sales rep task and meeting creation. **What problems is Backstory solving and how is that benefiting you?** People.ai save reps time in the logging and allows managers to gain greater insight into the selling activities/tactics of their sales reps. People.ai allows for managers to see sales reps task productivity in a new light. **Official Response from Rick Reid:** > Thanks for the review. Matching activity to accounts is one of the things we do best, but it can sometimes depend on your configuration - both on People.ai and CRM. Reach out to support@people.ai with more details and we can review your configuration to improve the matching rate. ### 36. Great value after just a few days! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2022 **What do you like best about Backstory?** Really simple and clean interface that allows me to interact directly with everything on SFDC. It is very intuitive and though I don't have much experience of competitors it is a real time saver. **What do you dislike about Backstory?** I haven't found anything in particular that I dislike, I'm still learning the tool but I've already streamlined my working day using this with some very simple sheet setups! **What problems is Backstory solving and how is that benefiting you?** People Glass is helping me manage all my opportunities in SFDC, see everything at a snapshot and keep track of my engagements. I feel much more productive and informed. ### 37. Great for nurturing and rewarding sales talent **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 28, 2022 **What do you like best about Backstory?** I really like the leaderboard function. Being able to benchmark myself across the wider organisation is helpful to know how many activities/outcomes I should be aiming for. It also allows me to see who the top performers are and I can easily reach out to them on slack to run me through their day so I can be a better salesperson! **What do you dislike about Backstory?** It would be great if there were more integrations to make the app easier to use. Integrating with Slack to post leaderboards and top performers in channel would be great for visibility. Weekly reports emailed/sent to a Slack channel would be cool. I would also like to see deeper integration with salesloft / gong / salesforce so there is a link between all activity rather than having one window open. Also a tutorial wouldn't go astray! **Recommendations to others considering Backstory:** Do it! **What problems is Backstory solving and how is that benefiting you?** Benchmarking performance during hybrid work and keeping track of my productvity and output **Official Response from Rick Reid:** > Thank you for the great review! Also, thanks a ton for the specific feedback reintegrations, we'll send it to Product. I'm sure you've seen that we can connect to Slack for deals and meeting notes (URL below) , but we will definitely take the suggestion regarding leaderboards. ### 38. Peopleglass has streamlined my workflow and created more transparency and organization in my role **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Backstory?** The filters are the most beneficial. The quality I appreciate is the layout of the dashboard. The best thing about this is the ease of use. it compares very well to competitiors **What do you dislike about Backstory?** Downsides are the short learning curve. I have not come across any issues with my use thus far. I have not used it long enough to offer an areas for improvement. **What problems is Backstory solving and how is that benefiting you?** Enabling me to organize my book of business in are much more feasible way so my day-to-day efficiency is maximized and my output is higher ### 39. The relationship maps are the best out there! **Rating:** 5.0/5.0 stars **Reviewed by:** Kelsey J. | Senior Director of Sales Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2020 **What do you like best about Backstory?** Easy to use, well thought out and not overly complicated, pricing realistic, integrates seamless with Salesforce and everyone at the company is great to work with. **What do you dislike about Backstory?** No downsides, great tool. It is far superior to its competitors. **Recommendations to others considering Backstory:** Buy all three products, they work well together. **What problems is Backstory solving and how is that benefiting you?** Sales efficiencies, deal metrics and visibility, enablement of new sales reps and KPIs. ### 40. P.ai adding value for pipeline generation activities **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 21, 2022 **What do you like best about Backstory?** I like the concept of People.ai a lot. Had no previous experience with the platform and I'm impressed. Fast response rate and content loading. Innovative approach. Great insights. **What do you dislike about Backstory?** 1. No export to excel capabilities are offered. A backend connection to SFDC has to be leveraged instead, which opens the door for potential functionality/cross-connect issues. That option is also more time-consuming, it's not a one-click. 2. Experienced certain difficulties with top-level menu navigation in the beginning. Found it not fully intuitive, but got used to it over time. 3. Too much "white space" when it comes to the web platform design. Would prefer a more condensed view so more data is visible on screen. 4. Would prefer to have history (previous quarters) data to compare current progress with. **Recommendations to others considering Backstory:** P.ai integrates very well with SFDC and provides extremely valuable insights, but only if your SFDC funnel hygiene there is good - correct account and contacts assignments, etc. **What problems is Backstory solving and how is that benefiting you?** Presented data helps a lot to identify gaps in pipeline generation activities and funnel qualification. Designed as a one-stop-shop for analysis and conclusions that makes it the preferred tool. **Official Response from Rick Reid:** > Thanks for your review - glad that you like it. Thank you for your feedback, look for changes in the next few months that should address some of your questions. ### 41. Efficiently update SFDC Records - Easy, Intuitive and Time Saving **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** June 20, 2022 **What do you like best about Backstory?** Super fast and easy to make bulk changes to SFDC fields. Database clean-up made easy and maps directly to your SFDC fields and data. Filter on any SFDC data and show data in any SFDC field as columns. Sort and change easily. **What do you dislike about Backstory?** For a beginner, could be a bit time confusing. If you understand how to build Lists in SFDC and understand the filter logic there, then this will be a breeze as uses same filtering logic. **What problems is Backstory solving and how is that benefiting you?** Saving time to bulk change / revise / update fields in SFDC. We had some outdated fields that need to be updated for marketing campaigns and PeopleGlass made this super fast and easy. ### 42. Simple and useful **Rating:** 4.0/5.0 stars **Reviewed by:** Brooke S. | Enterprise Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2022 **What do you like best about Backstory?** Being able to update all of your opportunities in one place is extremely helpful and a huge time saver. The tool is fairly intuitive and the inital training was very straightforward **What do you dislike about Backstory?** This would be the greatest tool ever if it were built directly into SFDC. We use so many tools and always have a million tabs open that having another one, even with it being super useful, is a bit annoying **Recommendations to others considering Backstory:** Super useful- have your sales team test it/demo it to know if this is something they will find helpful or annoying **What problems is Backstory solving and how is that benefiting you?** There is definitely a lot of time savings in this tool. It's also a great way to look at all of your accounts or opportunities at once with all the fields that you want rather than in an SFDC report view that you can't edit **Official Response from Rick Reid:** > Thanks for the feedback. Glad you like it and find it useful. ### 43. Keeping your sales opportunities in view **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** March 22, 2022 **What do you like best about Backstory?** People.ai gives you (and as important, your executive management team) a view into the level of engagement you have with each sales opportunity with which you are working. This, in a well-constructed dashboard that enables you to drill down into greater detail as needed. **What do you dislike about Backstory?** Connecting people.ai into Salesforce (and even Groove, if available) provides some of the "engagement activity" that people.ai is great at consolidating and displaying. One of the tedious aspects of people.ai is that you have to point the collection algorithm at the right data. for instance, if you have two opportunities for a company in Salesforce, People.ai may not pick up the right one. If that is the case, your "engagement score" doesn't reflect reality, and a lack of engagement can be displayed, when the opposite is true. **What problems is Backstory solving and how is that benefiting you?** People.ai helps me keep the opportunities I am working at the forefront of my mind. By simply reviewing my dashboard, I can see where my engagement has been and where I need to focus my efforts next. The benefit is that I save hours, not having to dig through Salesforce for activity on my opportunities **Official Response from Mark Gallant:** > Thank you for leaving a great review for People.ai. We also know that we can always improve and we're constantly working to do so. In fact, our development organization is working on some new and amazing score-based matching methods that will be in beta soon and released later this year to address that very issue. If you would like to be a beta customer, please contact your Customer Success Manager and we will get that going! Thanks again. ### 44. Excellent Tool for Prospect Engagement - Need to Understand The Long Term Vision **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2021 **What do you like best about Backstory?** People.ai is the leader in terms of tracking prospect engagement. They were an early tool and continue to refine their technology. I can easily see what accounts my sales reps are engaged with, how they are engaged and where there is an opportunity to engage even further. It is a huge time saver that the tool pulls prospect contact information into our database as well. I also appreciate the business impact section. It helps rationalize the tool price. **What do you dislike about Backstory?** There are a lot of tools and products that can scrape prospect information and track engagement. The category is ripe for consolidation. Consequently, companies buy adjacent technologies to stay relevant without a clear vision. People.ai might be going down this path. It has some new tools to differentiate itself from competitors but there does not seem to be an overarching vision on what all of it will solve for companies. **What problems is Backstory solving and how is that benefiting you?** Contact scraping/database building Sales rep engagement of prospects **Official Response from Mark Gallant:** > Thank you for the strong review! It is also great to hear how we can improve our communications and share our Long Term Vision. I have passed that on to our Marketing VP to action that. Please feel free to contact us directly and we will get a vision session set up for you. ### 45. I Love People.ai! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 30, 2021 **What do you like best about Backstory?** I absolutely love people.ai. It provides valuable insights to keep the team and me on track. I have not seen a tool like this before. It makes my job so much easier and takes the guesswork out of the picture. I dont have to guess how many interactions I have had or how many accounts I have emailed. It also shows me how my stats compare to the rest of the team. Very nice way to keep track of things and hold myself accountable **What do you dislike about Backstory?** Not sure I dislike anything about people.ai. I would probably like it auto refreshed every so often, so I don't have to refresh it manually. That's the only pain I feel. Over the best product! **Recommendations to others considering Backstory:** If you use various tools and CRM's for your role, people.ai is amazing. If you have sales reps that make calls, are in video meetings, send tons of prospecting emails, people.ai can help track your outreach. it takes out all the guesswork and manual tracking. You need this software for your rockstar (and upcoming sales reps). **What problems is Backstory solving and how is that benefiting you?** Sales can be a contact sports game. The only way to get better is to have more meaningful activities. People.ai provides the tools that help me stay on track. I put in my weekly and monthly goals, and it tells me how I am doing and what I need to meet my goals. It helps me stay more productive and accountable. Love it **Official Response from Mark Gallant:** > What a wonderful review! Very happy to hear how we've helped you with your sales activities and process. Insights is what we strive to provide and glad to hear your are getting such a benefit from it. I will pass your note directly to our R&D team on the refresh intervals. Thanks again! ### 46. Highly Recommend People.ai **Rating:** 5.0/5.0 stars **Reviewed by:** Evan P. | Enterprise Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2022 **What do you like best about Backstory?** I really enjoyed the actionable insightsI that People.ai provides. I was able to set parameters to get the most out of my GTM strategy for both Sales and Marketing. **What do you dislike about Backstory?** Too early in the process to highlight any issues or concerns. Everything has been great from the buying process, the design, and deployment. **What problems is Backstory solving and how is that benefiting you?** It has really allowed us to accelerate our Sales Pipeline and sell-through rates. **Official Response from Rick Reid:** > Thank you for the review! Be sure to keep us posted on how People.ai is helping you out! ### 47. PeopleGlass: straightforward and effective. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2022 **What do you like best about Backstory?** PeopleGlass is generally a very helpful tool for sales, sales reps, and examining data and spreadsheets in a far more effective way than one could without it. It helps to improve data hygiene and accessibility, even for those who aren't quite as experienced with sales and data. **What do you dislike about Backstory?** PeopleGlass, while a lovely tool, can be a little bit simple and lack extreme personal customization. This is based solely upon personal aesthetics, however, which is debatable on how useful it is for companies and is more just a smaller complaint. **What problems is Backstory solving and how is that benefiting you?** PeopleGlass makes properly visualizing and understanding my data far easier than it was in the past. I personally struggled a fair bit with understanding data, analysis, and information. Using PeopleGlass helps to make it far clearer and easier to understand. ### 48. Easily Records Sales Activities **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** June 28, 2022 **What do you like best about Backstory?** When I am prospecting via email and have no record of this contact in salesforce, it will create a contact automatically, which saves some manual steps. It also creates my activity which is helpful in reporting for management. **What do you dislike about Backstory?** You feel a little like big brother in the beginning, but realize it's there to help. Also, it would be nice if it could collect data to create the contacts title. **What problems is Backstory solving and how is that benefiting you?** It solves some of the mundane routines of creating new prospects or customers in CRM. It also helps review what is working in my prospecting activity to increase my performance. **Official Response from Rick Reid:** > Thanks for the review, we are glad you are finding it useful. The more People.ai is used within your organization, the more we can enrich the data for each contact (and account and opportunity). You should find that with time, most important contact information will be enriched. We are constantly working on the data models as well. ### 49. Great interface! **Rating:** 4.5/5.0 stars **Reviewed by:** Marissa O. | Director, Integrated Talent Solutions, Enterprise (> 1000 emp.) **Reviewed Date:** June 28, 2022 **What do you like best about Backstory?** It's so easy to use and the interface is great! I love that it logs my activity in Salesforce so I don't have to which in turn saves me time. **What do you dislike about Backstory?** There's nothing I don't like about People.ai. It's made my sales documenting more efficient...and who doesn't like that?! **What problems is Backstory solving and how is that benefiting you?** It tracks all of my meetings and monitors performance at a quick glance. **Official Response from Rick Reid:** > Thanks for the review Marissa! We are so glad you are finding is useful! ### 50. Makes opp management easy **Rating:** 5.0/5.0 stars **Reviewed by:** Jose L. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2022 **What do you like best about Backstory?** the overview and ability to edit opp info from the dashboard is essential **What do you dislike about Backstory?** nothing comes to mind, it meets all my expectations **What problems is Backstory solving and how is that benefiting you?** Updating Salesforce information quickly, the overview you get on SF is not comprehensive enough and does not allow you to edit sections that you often need to update. ## 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=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-04+02%3A20%3A56+-0500&secure%5Bsession_id%5D=68b0c634-17ba-4f84-9d3e-3559bd011a36&secure%5Btoken%5D=56afac76333fa4f2811b038aed83bbb8f4ac3084230bed127e239c6c8fc9a5b5&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)