SetSail customers can now access its platform directly in Salesforce. Revenue and RevOps leaders can see every rep activity, know what wins, and drive more revenue without leaving their CRM.
Today we announced SetSail's debut on the Salesforce AppExchange, empowering customers to track, coach, and improve rep performance directly in Salesforce.
With its security review and approvals completed by Salesforce, SetSail is easier than ever to access and install. Customers can deploy and immediately start using SetSail's dashboards for tracking reps, deals, and accounts.
Sales leaders previously relied on a patchwork of dashboards across Salesforce and other sales tools to manage sales performance. A more effective approach is for decision-makers to have a single place for customizable performance tracking and AI-powered insights – preferably right in the CRM.
“A modern revenue team’s CRM should not only be their single source of truth,” said SetSail CMO Peter Mollins. “It should be insight-rich and actionable. With access to SetSail in Salesforce, revenue leaders can now leverage the metrics that matter and coach reps who need it most — without needing to log in to multiple tools.”
Accessing SetSail in Salesforce lets you:
- Track traditional targets — like bookings and pipeline — alongside your unique leading indicators
- Stack-rank your reps with a single Performance Score to focus your coaching on the specific behaviors and reps where you’ll have the most impact
- Measure deal progress and account health based on the metrics and milestones that matter most to you
Users of SetSail’s CRM Writeback also gain access to a custom dashboard that monitors activities created by SetSail.
SetSail is currently available on the AppExchange.
About Salesforce AppExchange
Salesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies, developers and entrepreneurs to build, market and grow in entirely new ways. With more than 7,000 listings, 11 million customer installs and 117,000 peer reviews, AppExchange connects customers of all sizes and across industries to ready-to-install or customizable apps and Salesforce-certified consultants to solve any business challenge.