Here's how teams can actually start USING the insights they are capturing

@crmbestie

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Promoted product

Backstory

Why it worked

The video effectively addresses a common pain point for sales and operations teams: making sense of vast amounts of data. By showcasing a practical solution (Backstory) with clear demonstrations and highlighting its customizable nature for different roles, it provides tangible value to the viewer, encouraging engagement and potential adoption.

Summary

The video demonstrates how Backstory, a Salesforce integration, helps sales teams and executives utilize captured insights by providing role-specific actions and summaries. It highlights the platform's flexibility and customizable skills, allowing users to understand and leverage data effectively.

Structure

1Introduction to the problem of using captured insights
2Demonstration of Backstory's account summary features
3Explanation of Backstory Assistant's preloaded and customizable skills
4Comparison of skills for different user roles (Sales VP vs. SDR)

Original caption

Round two with my new favorite Salesforce integration. Backstory Assistant already knows your role, so instead of guessing what to do with all of those insights, it hands you a set of actions built for exactly what you need. Sales rep, CSM, RevOps, doesn't matter, it adjusts and truly is your assistant. Link in my bio if you want to check it out! #salesforce #backstory #salestools #salesforceadmin #sponsored

More from @crmbestie

Product placement

Backstory (ACTS - summarizes and pulls important information from Salesforce activity, calendar, emails, etc. and puts it on the account; provides preloaded skills for sales reps, CSMs, RevOps, etc. to know what to do with insights; creates action plans, summarizes deals, identifies risks; allows users to tell people how to use AI and data. Removing it would change what happens in the video.)

Call to action

Check out backstory in my bio! Tell then I sent you. The link is in my bio.

On-screen text

Here's how teams can actually start USING the insights they are capturing A SALESFORCE ADMIN FOR OVER 10 YEARS, AM A DIRECTOR OF OPERATIONS OR REVENUE OPERATIONS. BEEN GETTING A LOT OF QUESTIONS ON WHAT TO USE AI FOR. AI'S OUT THERE, IT'S EVERYWHERE. BUT, LIKE, HOW DO PEOPLE USE IT? HOW BE USING IT? HOW SHOULD EXECUTIVES BE USING IT? AND I HAVE THE ANSWER NOW. SALESFORCE ORG THAT I SHOWED YOU IN MY LAST VIDEO WITH BACKSTORY INSTALLED. AND BACKSTORY ESSENTIALLY SUMMARIZES AND PULLS OUT ALL OF THE IMPORTANT INFORMATION FROM SALESFORCE FROM YOUR ACTIVITY CALENDAR, EMAILS, ETCETERA, AND PUTS IT RIGHT ON THE ACCOUNT. NOW, SALES PEOPLE AND EXECUTIVES AND CUSTOMER SUCCESS DOES NOT HAVE TO GUESS WHAT TO DO WITH ALL OF THE INFORMATION. BACKSTORY ASSISTANT WITH PRELOADED SKILLS. THESE SKILLS CAN BE CREATED BY YOUR ADMIN AND ACTUALLY APPLY TO SPECIFIC USERS. SO, FOR EXAMPLE, A SALES VP MIGHT SEE DIFFERENT SKILLS THAN, OR AN MIGHT SEE. NOW, TO AN OPPORTUNITY ON THE SAME ACCOUNT, I ACTUALLY HAVE A DIFFERENT SET OF SKILLS. CREATE AN ACTION PLAN, CATCH ME UP ON THIS DEAL, IDENTIFY RISKS. SO AS YOU CAN SEE, THIS IS VERY FLEXIBLE, TOTALLY CUSTOMIZABLE, AND IT ALLOWS YOU TO TELL PEOPLE HOW TO USE AI. AND HOW TO USE THE DATA THAT'S BEING CAPTURED. CHECK OUT BACKSTORY IN MY BIO! TELL THEN I SENT YOU CHECK OUT BACKSTORY OR WANNA DEMO. IN MY BIO.

Transcript

Here's how teams can actually start USING the insights they are capturing For over 10 years, I've been a Salesforce admin, and now I am a director of operations or revenue operations. I've been getting a lot of questions on what to use AI for. AI's out there, it's everywhere. But, like, how do people use it? How be using it? How should executives be using it? And I have the answer now. This is the Salesforce org that I showed you in my last video with Backstory installed. And Backstory essentially summarizes and pulls out all of the important information from Salesforce from your activity, calendar, emails, etcetera, and puts it right on the account. Now, sales people and executives and customer success does not have to guess what to do with all of the information. You have Backstory Assistant with preloaded skills. These skills can be created by your admin and actually apply to specific users. So, for example, a sales VP might see different skills than, or an might see. Now, if I come to an opportunity on the same account, I actually have a different set of skills. Create an action plan, catch me up on this deal, identify risks. So as you can see, this is very flexible, totally customizable, and it allows you to tell people how to use AI and how to use the data that's being captured. Check out backstory in my bio! Tell then I sent you. Check out backstory or wanna demo. The link is in my bio.

Oooohhh you haven’t logged into Salesforce since 2021? It’s ok, I won’t tell any