Backstory Account Strategy & Execution vs Encompass-CX

Backstory Account Strategy & Execution generates account plans from public company information and internal CRM, email, meeting, and call history. It identifies existing sales, competitor presence, expansion opportunities, and coverage gaps across a company's accounts. Stakeholder maps organize engaged contacts by title, seniority, and department, and display predicted buying power, inferred win rate, and engagement level. Plans can carry context from presale into postsale, including why a customer bought, who championed the purchase, and which stakeholders are engaged. The integrations page describes native Salesforce integration and API connections for Oracle and Microsoft CRM products. Listed activity sources include Google Workspace, Exchange on-premises, Microsoft 365, Zoom, Webex, Microsoft Teams, Google Meet, Gong, Slack, LinkedIn Sales Navigator, Outreach, Salesloft, and RingCentral. Its MCP server connects to Claude, ChatGPT, Microsoft Copilot, Google Gemini, and n8n. Pricing is custom and available by quote. Backstory says customer data is not used to train or fine-tune its models, model outputs are scoped to each tenant, and users can opt out of AI features. Support includes in-app chat, email, and help-center resources, with human support Monday through Friday from 9 AM to 5 PM Pacific.

Encompass-CX is a web platform for B2B organizations managing strategic or high-value accounts. It measures relationship strength for each decision-maker through Buyer Equity, helping teams spot exposed revenue and risks that account-wide averages may miss. The platform compares account teams’ predictions about buyers with buyers’ feedback to identify misalignment. Its AI uses relationship gaps to suggest practical next steps and provide learning and coaching for account teams and managers. The CX AI Hub adds portfolio-level intelligence, trend tracking, segmentation, and the ability to send Buyer Equity data to Salesforce, HubSpot, or a data warehouse. Listed integrations also include Oracle Sales Cloud, Zoho, Pipedrive, Microsoft Dynamics, monday.com, and Marketo. The company states that Encompass-CX is SOC 2 Type II certified and GDPR compliant; listed safeguards include AES-256 encryption at rest, TLS 1.3 in transit, configurable US or EU data residency, SSO/SAML, and role-based access controls. Pricing is on request. A product article offers a free 30-day trial, though current trial terms are not displayed on the contact and pricing page.