People.ai

Overview

Backstory, formerly People.ai, is an AI Revenue Platform designed for sales teams. It aims to provide direct answers to pipeline questions, identifying real deals, at-risk deals, and suggesting next steps by automatically capturing sales activities. The platform integrates with existing CRM systems to enhance data accuracy and provide actionable insights for sales leaders and sellers.

Key Features

• Automated Activity Capture — automatically records every email, call, and meeting to provide a complete view of customer interactions.
• Deal Risk Identification — analyzes engagement data to identify deals that are at risk of stalling or being lost.
• Pipeline Visibility — offers insights into the sales pipeline, showing which deals are progressing and which require intervention.
• CRM Integration — connects with CRM systems like Salesforce, Microsoft, and Oracle to enrich data without manual entry.
• Sales Methodology Enforcement — helps embed sales frameworks into daily workflows and automates qualification based on buyer activity.
• Engagement Analysis — visualizes the engagement of buying groups, identifies missing stakeholders, and tracks interaction quality.

Who It's For

Backstory is for sales leaders, including CROs and VPs of Sales, as well as individual sellers in organizations of varying sizes. It targets companies that utilize CRM systems and seek to improve forecast accuracy, sales process efficiency, and overall revenue predictability. The platform is used by sales teams at companies such as NVIDIA, OpenAI, Red Hat, and HPE.

Notable Strengths

Backstory's strength lies in its ability to automate the capture of sales activities across multiple communication channels, directly addressing the issue of incomplete or inaccurate CRM data. Its integration capabilities with over 40 platforms, including major CRMs, allow it to provide a comprehensive revenue picture without requiring manual data entry from sales teams. The platform's focus on identifying deal risk and providing actionable insights, rather than just dashboards, aims to enable faster corrections and more predictable outcomes.