Kevin D.
KD
Kevin D.
Regional Sales Manager OKAR Select
Telecommunications
Enterprise (> 1000 emp.)
"People Glass - Making it Easy to Manage a Region"
5/5
What do you like best about Backstory?

In my role as a sales leader, the ability to quickly pivot a view of my opportunities filtered by any number of criteria on the fly while having conversations with partners, leaders, and AM's I manage has been made infinitely easier. SFDC takes too long to do any of that without painstaking work to prebuild reports and views. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

So far I have not found a great deal of negatives to report. I had a technical issue, that the PeopleGlass support folks have jumped all over, so I am pleased with the product Review collected by and hosted on G2.com.

PM
Prospero M.
Enterprise (> 1000 emp.)
"Had Great experience with Oliver Williams from PeopleGlass"
5/5
What do you like best about Backstory?

I am able to quickly locate account information for existing opps my Account managers are working on. I like the fact you can create sheets with different filters and easily find the info you are looking for. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

I just started using the app. wish there was a way to close opps from people glass.this would make a huge difference. As I continue to work on the app I will discover if there are any other things

Update:

i recently learned you can bulk update and close opps! Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Enterprise (> 1000 emp.)
"It has been a pleasure to work with PeopleGlass and the tool"
5/5
What do you like best about Backstory?

The ability to look at my opportunities within my territory. The ability to add contacts, create an opportunity, and have everything synced into Salesforce without having to go back in forth between both. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

I really don't have any downsides. The reason I say this is because the tool gives everything a salesperson needs to stay informed on their accounts, opportunities, contacts, and overdue tasks Review collected by and hosted on G2.com.

Alysha C.
AC
Alysha C.
Director, Enterprise Client Services
Mid-Market (51-1000 emp.)
"The interface is nice, but it lacks the ability to capture data from several sources"
3/5
What do you like best about Backstory?

I like the visibility aspect and the way the dashboards and interface appear. It is also user-friendly from a reporting viewing standpoint when comparing team members in terms of productivity. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

People.ai has the ability to do well in the future, and we met with individuals at People.ai a few times to discuss the features and abilities, as we were considering using it for account mapping (an upgrade and a bigger expense for us), but it just lacks so much. For instance, it won't pull activity from LinkedIn and Slack, and we run very heavily on those applications on a daily basis. Therefore, the "activity" surrounding both metrics/KPIs for my employees, as well as account health, is never accurate in the slightest. Review collected by and hosted on G2.com.

Kateryna‌ A.
KA
Kateryna‌ A.
Customer Success Manager
Mid-Market (51-1000 emp.)
"Extremely helpful tool for managing CSM daily tasks"
4.5/5
What do you like best about Backstory?

I like how easy it is to use. People.ai simplifies activity tracking for CSMs, reviewing and evaluating the adoption stage and relationship with a customer. All activities are logged to SFDC and easily accessible. The new UI allows locating all deals or accounts on the same page and building customizable reports.

I also love the ability to track and analyze trends in team performance, metrics, and productivity. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

Some of the data doesn't seem to be very accurate, while I am not using any dialer tools, it's being recorded in my performance metrics as calls instead of meetings.

People.ai is really helpful for the entire organization, but we mostly use it for reviewing trends in team performance. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Enterprise (> 1000 emp.)
"One stop shop for all sales info"
5/5
What do you like best about Backstory?

I like how intuitive the solution is. I like the little details, the little clock to show that something has been updated, the ease of building filters, and other little things that make it easy to use. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

I occasionally have to refresh my connection, but that should be expected. Review collected by and hosted on G2.com.

AS
Ammarah S.
Enterprise (> 1000 emp.)
"People.ai for Corporate Organizations"
4/5
What do you like best about Backstory?

Reducing the manual effort of recording every conversation.

Configuration & adding new users with auto SF hierarchy is super easy, and articles are of great help. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

Not able to capture the physical meetings. It has to be on the calendars for getting captured. Can there be a 2-way flow of info between People.ai and the CRM?

Not all the meetings get synced and need to be validated. Can there be a notification triggered to see what meetings were not synced?

Capturing additional information from events like the type of the meeting etc. Review collected by and hosted on G2.com.

SG
Sebastian G.
Mid-Market (51-1000 emp.)
"Powerful to track and support the view of the business"
4.5/5
What do you like best about Backstory?

Easy to use and allows to have good insights

It is key to know how to use it and what is the potential Review collected by and hosted on G2.com.

What do you dislike about Backstory?

Nothing so far. I started using the tool just a couple of weeks back Review collected by and hosted on G2.com.

Parth P.
PP
Parth P.
Enterprise (> 1000 emp.)
"Pretty good to manage analytics"
4/5
What do you like best about Backstory?

Seamless updation of all accounts via a single pane of dashboard. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

UI could use some updating in terms of relative view sizes when switching from desktop to mobile. Review collected by and hosted on G2.com.

BW
Blake W.
Enterprise (> 1000 emp.)
"Game changer for SFDC"
5/5
What do you like best about Backstory?

Allows users to move quickly thru SFDC hygene tasks. Gives times back each and every day. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

When PeopleGlass does not have a feature or function, they are quick to address if when it makes sense. Review collected by and hosted on G2.com.