Verified User in Computer Software
UC
Verified User in Computer Software
Enterprise (> 1000 emp.)
"Efficiently update SFDC Records - Easy, Intuitive and Time Saving"
5/5
What do you like best about Backstory?

Super fast and easy to make bulk changes to SFDC fields. Database clean-up made easy and maps directly to your SFDC fields and data. Filter on any SFDC data and show data in any SFDC field as columns. Sort and change easily. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

For a beginner, could be a bit time confusing. If you understand how to build Lists in SFDC and understand the filter logic there, then this will be a breeze as uses same filtering logic. Review collected by and hosted on G2.com.

Brooke S.
BS
Brooke S.
Enterprise Account Executive
Mid-Market (51-1000 emp.)
"Simple and useful"
4/5
What do you like best about Backstory?

Being able to update all of your opportunities in one place is extremely helpful and a huge time saver. The tool is fairly intuitive and the inital training was very straightforward Review collected by and hosted on G2.com.

What do you dislike about Backstory?

This would be the greatest tool ever if it were built directly into SFDC. We use so many tools and always have a million tabs open that having another one, even with it being super useful, is a bit annoying Review collected by and hosted on G2.com.

Response from Rick Reid of Backstory

Thanks for the feedback. Glad you like it and find it useful.

Verified User in Computer Software
UC
Verified User in Computer Software
Enterprise (> 1000 emp.)
"Keeping your sales opportunities in view"
4.5/5
What do you like best about Backstory?

People.ai gives you (and as important, your executive management team) a view into the level of engagement you have with each sales opportunity with which you are working. This, in a well-constructed dashboard that enables you to drill down into greater detail as needed. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

Connecting people.ai into Salesforce (and even Groove, if available) provides some of the "engagement activity" that people.ai is great at consolidating and displaying. One of the tedious aspects of people.ai is that you have to point the collection algorithm at the right data. for instance, if you have two opportunities for a company in Salesforce, People.ai may not pick up the right one. If that is the case, your "engagement score" doesn't reflect reality, and a lack of engagement can be displayed, when the opposite is true. Review collected by and hosted on G2.com.

Response from Mark Gallant of Backstory

Thank you for leaving a great review for People.ai. We also know that we can always improve and we're constantly working to do so. In fact, our development organization is working on some new and amazing score-based matching methods that will be in beta soon and released later this year to address that very issue. If you would like to be a beta customer, please contact your Customer Success Manager and we will get that going! Thanks again.

Verified User in Information Technology and Services
AI
Verified User in Information Technology and Services
Mid-Market (51-1000 emp.)
"Excellent Tool for Prospect Engagement - Need to Understand The Long Term Vision"
4/5
What do you like best about Backstory?

People.ai is the leader in terms of tracking prospect engagement. They were an early tool and continue to refine their technology. I can easily see what accounts my sales reps are engaged with, how they are engaged and where there is an opportunity to engage even further. It is a huge time saver that the tool pulls prospect contact information into our database as well.

I also appreciate the business impact section. It helps rationalize the tool price. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

There are a lot of tools and products that can scrape prospect information and track engagement. The category is ripe for consolidation. Consequently, companies buy adjacent technologies to stay relevant without a clear vision. People.ai might be going down this path. It has some new tools to differentiate itself from competitors but there does not seem to be an overarching vision on what all of it will solve for companies. Review collected by and hosted on G2.com.

Response from Mark Gallant of Backstory

Thank you for the strong review! It is also great to hear how we can improve our communications and share our Long Term Vision. I have passed that on to our Marketing VP to action that. Please feel free to contact us directly and we will get a vision session set up for you.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Enterprise (> 1000 emp.)
"I Love People.ai!"
5/5
What do you like best about Backstory?

I absolutely love people.ai. It provides valuable insights to keep the team and me on track. I have not seen a tool like this before. It makes my job so much easier and takes the guesswork out of the picture. I dont have to guess how many interactions I have had or how many accounts I have emailed. It also shows me how my stats compare to the rest of the team. Very nice way to keep track of things and hold myself accountable Review collected by and hosted on G2.com.

What do you dislike about Backstory?

Not sure I dislike anything about people.ai. I would probably like it auto refreshed every so often, so I don't have to refresh it manually. That's the only pain I feel. Over the best product! Review collected by and hosted on G2.com.

Response from Mark Gallant of Backstory

What a wonderful review! Very happy to hear how we've helped you with your sales activities and process. Insights is what we strive to provide and glad to hear your are getting such a benefit from it. I will pass your note directly to our R&D team on the refresh intervals. Thanks again!

EP
Evan P.
Enterprise Account Executive
Mid-Market (51-1000 emp.)
"Highly Recommend People.ai"
5/5
What do you like best about Backstory?

I really enjoyed the actionable insightsI that People.ai provides. I was able to set parameters to get the most out of my GTM strategy for both Sales and Marketing. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

Too early in the process to highlight any issues or concerns. Everything has been great from the buying process, the design, and deployment. Review collected by and hosted on G2.com.

Response from Rick Reid of Backstory

Thank you for the review! Be sure to keep us posted on how People.ai is helping you out!

Verified User in Design
UD
Verified User in Design
Small-Business (50 or fewer emp.)
"PeopleGlass: straightforward and effective."
4/5
What do you like best about Backstory?

PeopleGlass is generally a very helpful tool for sales, sales reps, and examining data and spreadsheets in a far more effective way than one could without it. It helps to improve data hygiene and accessibility, even for those who aren't quite as experienced with sales and data. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

PeopleGlass, while a lovely tool, can be a little bit simple and lack extreme personal customization. This is based solely upon personal aesthetics, however, which is debatable on how useful it is for companies and is more just a smaller complaint. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Verified User in Computer Software
Enterprise (> 1000 emp.)
"Easily Records Sales Activities"
4/5
What do you like best about Backstory?

When I am prospecting via email and have no record of this contact in salesforce, it will create a contact automatically, which saves some manual steps. It also creates my activity which is helpful in reporting for management. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

You feel a little like big brother in the beginning, but realize it's there to help. Also, it would be nice if it could collect data to create the contacts title. Review collected by and hosted on G2.com.

Response from Rick Reid of Backstory

Thanks for the review, we are glad you are finding it useful. The more People.ai is used within your organization, the more we can enrich the data for each contact (and account and opportunity). You should find that with time, most important contact information will be enriched. We are constantly working on the data models as well.

Marissa O.
MO
Marissa O.
Director, Integrated Talent Solutions
Enterprise (> 1000 emp.)
"Great interface!"
4.5/5
What do you like best about Backstory?

It's so easy to use and the interface is great! I love that it logs my activity in Salesforce so I don't have to which in turn saves me time. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

There's nothing I don't like about People.ai. It's made my sales documenting more efficient...and who doesn't like that?! Review collected by and hosted on G2.com.

Response from Rick Reid of Backstory

Thanks for the review Marissa! We are so glad you are finding is useful!

Jose L.
JL
Jose L.
Account Executive
Small-Business (50 or fewer emp.)
"Makes opp management easy"
5/5
What do you like best about Backstory?

the overview and ability to edit opp info from the dashboard is essential Review collected by and hosted on G2.com.

What do you dislike about Backstory?

nothing comes to mind, it meets all my expectations Review collected by and hosted on G2.com.