Backstory Account Strategy & Execution generates account plans from public company information and a business’s internal CRM, email, meeting, and call history. It can identify existing sales, competitor presence, expansion opportunities, and coverage gaps across a book of business. Stakeholder maps group engaged contacts by title, seniority, and department, and show predicted buying power, inferred win rate, and engagement level. Plans can carry context from presale into postsale, including why the customer bought, who championed the decision, and which stakeholders are engaged. Backstory describes a native Salesforce integration and API connections for Oracle and Microsoft CRM products. Listed activity sources include Microsoft 365, Google Workspace, Zoom, Webex, Teams, Gong, Slack, and others. Its MCP server connects with AI assistants including Claude, ChatGPT, Microsoft Copilot, Google Gemini, and n8n; analytics connections include Tableau and Power BI. Backstory says customer data is not used to train or fine-tune its models, outputs are scoped to each tenant, and users can opt out of AI features. Pricing is available by quote.
Who it is for
It suits sales and account teams that need account plans, stakeholder maps, and handoff context drawn from their CRM and activity sources.
What is good
- Finds expansion opportunities and coverage gaps
- Maps stakeholders by title, seniority, and department
- Carries presale context into postsale
- Native Salesforce integration and CRM API connections
- Users can opt out of AI features
What to know first
- Pricing is available by quote
- Human support is limited to weekdays, 9 AM to 5 PM Pacific
- Support excludes custom development and on-site support
Verdict
Backstory focuses on account planning, stakeholder visibility, and continuity from presale to postsale. Consider its support boundaries and custom quote model when assessing it for a team.
Backstory Account Strategy & Execution plans and pricing
All plansCompared on account planning software
- Stakeholder management
- Yes
- Relationship maps
- Yes
- Whitespace analysis
- Yes
- Account action tracking
- Yes
- CRM synchronization
- Yes
- Account hierarchy
- Yes
