CRM Health Grader
Grade your Salesforce in seconds. See how to improve your sales activity tracking for free.
Why use the Grader?
Salesforce estimates that 91% of CRM data is incomplete and 70% of that data deteriorates annually.
Your CRM might be the exception — but probably not. 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.
Get your detailed report in seconds
Receive instant insights into your CRM data problems, including metrics on opportunity health, contact completeness, account coverage, and rep activities. 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.”
"We now have visibility into performance and activities that we would never be able to leverage without SetSail."
"SetSail allows us to see what is being actioned instead of taking the reps’ word of mouth."
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.
– 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
No, the scan will be limited to the contacts, opportunities, and activities that your Salesforce account has permission to access.
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.
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.
No. All data is aggregated and anonymized, and your specific data is deleted once you leave
Only Salesforce.com is currently supported.