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BACKSTORY.AI

Backstory is a revenue intelligence platform that captures customer activity across systems and delivers grounded answers on deal risk, qualification, account coverage, forecasting, and expansion in the tools teams already use.

Botanical engraving of the giant speargrass TARAMEA · GIANT SPEARGRASS
Aciphylla colensoi
7
USE CASES
4 / 8
STAGES COVERED
11
NAMED CUSTOMERS
2016
FOUNDED
THE CLIMB · WHERE BACKSTORY HELPS
  1. 01 Sign-up COVERED →
  2. 02 Onboard SEE VENDORS →
  3. 03 Activate SEE VENDORS →
  4. 04 Adopt COVERED →
  5. 05 Support SEE VENDORS →
  6. 06 Expand COVERED →
  7. 07 Renew COVERED →
  8. 08 Advocate SEE VENDORS →
01 · USES

What it's used for

Revenue decisionsPipeline health and deal riskAccount strategy and stakeholder coverageOpportunity qualification and scoringAI sales coachingCustomer churn predictionAI-powered CRM and activity capture
02 · ICP

Who it suits (ICP)

  • Revenue leaders and sales leaders who need answers on pipeline, forecast, deal risk, and account coverage.
  • CROs and VPs of Sales.

Buyers: Chief Revenue Officer, Sales Leader, Revenue Operations, Executives, Information Technology

03 · HOW IT WORKS

How it works

Backstory connects revenue systems, captures customer-facing activity automatically, reasons over complete deal and account history, and returns specific answers and recommended actions in the workflow tools teams already use.

04 · FEATURES

Key features

  • Automatic capture of emails, meetings, calls, chats, and CRM activity
  • Answers delivered in existing workflows such as CRM, Slack, and AI assistants
  • Automated account plans and stakeholder mapping
  • Automated MEDDPICC/SPICED opportunity scoring and scorecards
  • Deal risk alerts and pipeline health analysis
  • Forecast waterfall charts and variance explanation
  • AI agent access through MCP and other AI tools
05 · INTEGRATIONS

What it works with

SalesforceMicrosoft DynamicsOracleGmailOutlookZoomMicrosoft TeamsSlackClaudeChatGPTMicrosoft CopilotGeminiTableauPower BI
06 · VALUE

What it says it delivers

  • Backstory gives you a direct answer on every deal, surfaced where you work.
  • Backstory delivers answers specific enough to trust, objective enough to defend, and clear enough to act on immediately.
  • Cost follows the value you get, not how many people can log in.

In the vendor's own words, from its website.

07 · COMPANY

About the company

HEADQUARTERSSan Francisco, United States
FOUNDED2016 in San Francisco, United States
G2 RATING4.5 (630 reviews) checked 4 Nov 2026 G2 page
08 · CUSTOMERS

Who uses it

Red HatFive9AMDAVEVAMitelAidocOctaveLily AIPing IdentitySeismicTTEC

Named on backstory.ai.

09 · USE CASES

Use cases on its website

10 · CASE STUDIES

Customer stories on its website

Links to the vendor's own pages. Results aren't repeated here until each one is checked against its page.

11 · SECURITY

Security and compliance

  • ✓ SOC 2 Type II
COMPARE WITH · SIMILAR KIT FOR THE SAME STAGES
SONORA.CX Sonora Sonora is an AI-native post-sales platform that structures customer signals from connected systems, scores… Shared stages: Sign-up · Adopt · Expand · Renew G2: 5.0 (1 review) VIEW PROFILE → DELIGHT.AI Delight.ai AI customer engagement platform for revenue that answers customer questions across chat, email, voice, SMS,… Shared stages: Sign-up · Adopt · Expand · Renew G2: 4.7 (15 reviews) VIEW PROFILE → KAPTA.COM Kapta Kapta is a post-sales platform for customer retention and revenue growth that connects customer data,… Shared stages: Sign-up · Adopt · Expand · Renew G2: 4.7 (17 reviews) VIEW PROFILE →
BEFORE YOU BUY

Is it the kit, or the map?

The Post-Sales Reset looks at how your customers move from signed deal to renewal, and finds the few changes that matter most.

EXPLORE THE POST-SALES RESET ↗

Work at Backstory, or spotted something wrong? SUGGEST AN EDIT →

Chris Sparshott
WHO RUNS IT

Chris Sparshott

CUSTOMER SUCCESS, SUPPORT AND RENEWALS LEADER · SUCCESSBYCS

Not sure which leg of the climb is the problem? Kit helps, but the path matters more. The Post-Sales Reset finds where your customers are getting stuck and what to fix first.

Explore the Post-Sales Reset ↗ VIEW LINKEDIN PROFILE ↗ DIRECTORY@SUCCESSBYCS.COM →