Backstory (formerly People.ai)

Analyzes pipeline coverage and risk by rep, stage and segment, with activity-based explanations for slippage and deal-health changes.

Provides a documented account buying-intent/likelihood-to-purchase metric; the score is an inference and not independent proof of intent.

Reads deal interactions and completes evidence-linked MEDDPICC, SPICED, BANT or custom methodology scorecards, flagging weak or missing criteria.

Provides on-demand AI coaching grounded in the team methodology, competitors and active deal evidence, while surfacing coaching gaps to managers.

Forecast intelligence predicts deal outcomes from real activity, stakeholder engagement, CRM context and patterns from historically closed deals.

Account strategy surfaces expansion opportunities and coverage gaps using activity history, relationships and account business context.

The Salesforce managed package creates contacts and enriches/matches customer records; other CRM connections have narrower API-based context.

Detects buyer stakeholders from email, calls and meetings and maps their title, seniority, department, buying power and engagement.

Automatically captures and matches observable email, meeting, call and chat activity to the right account and opportunity.

Automatically captures source activity, matches it to accounts/opportunities, enriches records and writes supported results to the connected CRM.

Generates account plans from CRM/activity history and public company information, carrying goals and relationships from pre-sale through renewal.

Synchronizes captured activities, contacts and enriched context to supported connected CRM records, with native Salesforce writeback.