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What is Dear Lucy?

Having partnered with a variety of sales teams, we have developed a deep understanding of their needs. We extract vital sales metrics from systems such as Pipedrive, HubSpot, or Salesforce, and display them through engaging and intuitive dashboards. Furthermore, you have the option to add your own personalized data fields from your CRM, which enriches the standard metrics provided. Dear Lucy consolidates the metrics you choose into a single, easy-to-use interface that is regularly updated and readily available. Equipped with Dear Lucy’s goal engine, you can set adaptable sales objectives and monitor your progress as it happens. The tool assesses actual performance against these goals, utilizing red and green indicators to provide a clear visual representation of your status in relation to your targets. This capability enables a swift and efficient evaluation of your team's effectiveness. You can define goals for a variety of metrics such as sales activities, revenue, offer base, hit rate, and other customized metrics. Additionally, these objectives can be tailored to different levels, including company-wide, team-specific, individual sales representatives, or by pipeline, offering a holistic strategy for managing sales performance. In essence, Dear Lucy empowers teams to engage with their performance data in a meaningful way, promoting accountability and driving results.

What is Backstory?

Backstory is an AI-powered revenue intelligence platform built to give sales organizations deeper visibility into deals, accounts, pipelines, forecasts, and customer engagement. It connects with existing CRM, email, calendar, meeting, and sales applications to collect account activity without requiring representatives to manually enter every interaction. Calls, meetings, stakeholders, and other engagement signals can be automatically associated with the relevant opportunities and accounts. The platform analyzes this information alongside historical sales patterns to evaluate deal health and estimate the likelihood that an opportunity will close. Revenue teams can use the resulting insights to identify risks, stalled deals, missing contacts, coverage gaps, bottlenecks, and potential expansion opportunities. Stakeholder mapping helps sellers understand the people involved in each buying process and determine whether important decision-makers or influencers are missing. Backstory also generates deal-specific recommendations that suggest possible next steps based on buyer activity and the context surrounding an opportunity. AI sales coaching capabilities can help representatives evaluate their approach and improve execution without relying solely on periodic manager reviews. Sales leaders and revenue operations teams can use forecasting and pipeline management features to compare opportunities, monitor changes, and improve visibility into expected revenue. The platform also supports renewal and retention use cases by applying account activity intelligence to existing customer relationships. Backstory is intended for organizations that want to combine automated sales data capture with AI analysis to improve pipeline management, forecasting, account strategy, opportunity qualification, and day-to-day selling decisions.

Media

Media

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Pipedrive
SaaShop
Salesforce
Sympa
WeStrive

Integrations Supported

Google Workspace
Microsoft 365
Okta
Outreach
Reduct
Shift
Slack
Tableau
Vonage Contact Center

API Availability

API Availability

Pricing Information

€149 per month
Billed annually
Free Trial Offered?

Pricing Information

$50 per user per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Dear Lucy

Date Founded

2014

Company Location

Finland

Company Website

www.dearlucy.co/features

Company Facts

Organization Name

Backstory (People.ai)

Date Founded

2016

Company Location

United States

Company Website

www.backstory.ai/

Categories and Features

Categories and Features

Account Planning

Not specified

AI Sales Assistants

Not specified

AI Sales Tools

Not specified

Data Enrichment

Not specified

Inside Sales

Dashboard
Data Management
Lead Capture
Performance Management

Revenue Intelligence

Not specified

Revenue Operations

Not specified

Sales Analytics

Not specified

Sales Intelligence

Not specified

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