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What is Vortini?

Forecasting sales is an essential yet often challenging endeavor, particularly during periods of organizational transformation. It is vital to integrate current pipeline data, historical trends, and behavioral patterns to pinpoint inaccurate predictions and suggest alternative approaches. Explore your CRM to reveal typically neglected deal details, enabling you to construct a thorough history of forecasts, regardless of whether records have been kept meticulously. Automatically refine your forecasts by utilizing a recommended combination of deals based on both present and historical data. As the sales team looks ahead to their next period, the finance department prepares for the upcoming fiscal quarter and year, which negates the necessity for separate forecasting systems. Sales encompass more than just figures; effective analytics are essential to understanding and leveraging potential opportunities, identifying areas needing improvement, and boosting sales efficiency. In a competitive environment, grasping your clients' needs and analyzing their future behaviors while providing them with suitable offers is crucial. By continuously adapting and adopting a finely-tuned strategy, businesses can achieve enduring success in an ever-changing market landscape. Moreover, fostering collaboration between departments can further enhance the accuracy of forecasts and overall business performance.

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

Integrations Supported

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

API Availability

API Availability

Pricing Information

Pricing not provided
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

Vortini

Date Founded

2009

Company Location

Canada

Company Website

vortini.com

Company Facts

Organization Name

Backstory (People.ai)

Date Founded

2016

Company Location

United States

Company Website

www.backstory.ai/

Categories and Features

Sales Analytics

Not specified

Sales Forecasting

Dashboard
Graphical Data Presentation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

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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