CRM HEALTH GRADER

Find and fix your worst CRM data challenges

See how much data is missing from your Salesforce and how it could be hurting your revenue.
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You’ll see 12 critical indicators of CRM health, including:

Opportunities without recent activity
Contacts missing key data
Poor account coverage
Low rep activity levels

You'll be asked to provide partial access to your SFDC for read-only purposes. The grader will run an analysis in your browser. Once you leave, all access will be removed.

By continuing, you’re agreeing to our terms of use, privacy policy, and DPA.

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Why use the Grader?

Salesforce estimates that 91% of CRM data is incomplete and 70% of that data deteriorates annually.

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Your CRM might be the exception — but probably not.

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That means you're missing critical opportunity data. Your contacts are incomplete. You can't see what your reps are doing. And you don't know what could be hurting your revenue.

The CRM Health Grader shows you the most glaring problems in your CRM. SetSail's sales data experts will then help you automate your data to give you a complete and accurate CRM.

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Get your detailed report
in seconds

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Receive instant insights into your CRM data problems, including metrics on opportunity health, contact completeness, account coverage, and rep activities.

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See the most serious challenges at the top so you can prioritize and fix your issues accordingly.

Secure and Private

We built the CRM Health Grader with security and privacy front-and-center. This is our promise to you:

No emails, contact details, or any other fields will be sent to SetSail

Access is used strictly for read-only purposes

Your oAuth token is not stored or cached (it’s gone once you close your browser)

Only anonymized data is sent to SetSail and for benchmarking purposes only

What our customers say

“We have a clear view of all activities and their impact. We can easily identify which sales team members are working hard to lead to long-term engagement & success.”

Scott Allison

VP Worldwide Sales, SolarWinds

"We now have visibility into performance and activities that we would never be able to leverage without SetSail."

Scott H. Edmonds

Founding Team, Chief Revenue Officer Syncari

"SetSail allows us to see what is being actioned instead of taking the reps’ word of mouth."

Linda Peters

Services Sales Manager, Extreme Networks

No download required. Save hours of analysis.

See what your CRM is missing without the legwork.
Just sign in using Salesforce, and get the results right in your browser.

Get Started

Frequently Asked Questions

What CRMs does the CRM Health Grader currently support?

Only Salesforce.com is currently supported.

Will the CRM Health Grader store my data?

No. All data is aggregated and anonymized, and your specific data is deleted once you leave.

How does the CRM Health Grader work?

The grader works by analyzing contact, opportunity, and activity records to look for missing records. It then uses this analysis to generate a score based on your level of missing data. The missing sales data is vital to the health of your organization since it is the information your team needs to improve sales performance.

What is a good score?

Each business will have a different threshold for what “good” looks like, but healthy CRMs get a grade of at least 85. Whatever your score is, SetSail can help you improve.

Do I have to be an admin in Salesforce to use the CRM Health Grader?

No, the scan will be limited to the contacts, opportunities, and activities that your Salesforce account has permission to access.

How can I improve my score?

– Create (and enforce) data quality standards
– Automate data where possible
– After you check your score, the SetSail team can help you capture, centralize, and enrich your sales data.

How does the CRM Health Grader connect to SFDC?