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Ratings and Reviews 0 Ratings
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What is ForecastEra?
Account planning tools play a crucial role in analyzing customer and market information to devise strategies that boost client revenue. To kick off your journey, you can access a free account planning template. If you are on the lookout for a reliable and efficient way to develop plans for your strategic account clients, consider exploring ForecastEra’s extensive collection of account planning tools found in our Account Plan Navigator. These tools provide a systematic approach to pinpointing the best solutions for your key accounts, thereby ensuring they remain loyal customers. They also promote enhanced collaboration among different departments like sales, finance, and operations, while streamlining the revenue forecasting process. This not only allows you to dedicate more time to making informed decisions rather than hunting for essential information but also equips you with tools for real-time scenario planning and what-if analyses, preparing you for potential challenges ahead. By adopting these tools, organizations can not only optimize their account planning efforts but also significantly accelerate their growth trajectory. Ultimately, effective account planning is an ongoing process that can lead to sustained success and long-term client relationships.
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.
Integrations Supported
Integrations Supported
Google Workspace
Microsoft 365
Okta
Outreach
Reduct
Shift
Slack
Tableau
Vonage Contact Center
API Availability
API Availability
Pricing Information
Pricing not provided
Pricing Information
$50 per user per month
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Not specified
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Not specified
Training Options
Documentation Hub
Online Training
Company Facts
Organization Name
ForecastEra
Date Founded
2014
Company Location
United States
Company Website
forecastera.com
Company Facts
Organization Name
Backstory (People.ai)
Date Founded
2016
Company Location
United States
Company Website
www.backstory.ai/
Categories and Features
Account Planning
Not specified
Categories and Features
Account Data Management
Not specified
Account Planning
Not specified
AI Sales Assistants
Not specified
AI Sales Tools
Not specified
Customer Revenue Optimization (CRO)
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
Sales Performance Management
Not specified