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What is Graphly?

Graphly has earned the distinction of being the premier reporting platform for Infusionsoft users, a recognition conferred by the founders of Infusionsoft themselves. Tracking performance tends to lead to improvements, and when both tracking and reporting are employed, the rate of enhancement often increases dramatically. Marketing Monitor allows users to scrutinize website traffic, keep track of changing lead sources, assess funnel conversions, make necessary adjustments, refine strategies, and repeat the cycle for continuous success. The sales capabilities permit tracking the performance of individual sales representatives, forecasting revenue, and analyzing both gross and net revenue metrics. Customer service features enable the assessment of net promoter scores, order fulfillment, enhancement of retention rates, and the guarantee of customer satisfaction. The Tag Funnel feature visually represents the number of contacts linked to specific tags over a chosen period, demonstrating the quantity of tags allocated to contacts during that timeframe. Furthermore, it monitors current trends in customer lifetime value over a specified duration and predicts adjusted revenue from active opportunities based on their respective stage probabilities. The platform also offers a holistic overview of appointments, notes, and tasks for each user, promoting comparisons among team members to boost overall productivity and accountability. In summary, Graphly equips Infusionsoft users with essential insights that foster growth and efficiency throughout various business operations, ultimately enabling them to achieve their goals more effectively. By harnessing these powerful features, businesses can streamline their processes and make data-driven decisions that lead to sustained success.

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

Keap

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

LEAP

Date Founded

2009

Company Location

United States

Company Website

leapmade.com

Company Facts

Organization Name

Backstory (People.ai)

Date Founded

2016

Company Location

United States

Company Website

www.backstory.ai/

Categories and Features

Dashboard

Not specified

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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