CRM Health Grader

Grade your Salesforce in seconds. See how to improve your sales activity tracking for free.

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CCPA
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GDPR
AICPA SOC
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SOC2

CRM Health Grader

Grade your Salesforce in seconds. See how to improve your sales activity tracking for free.

ccpa
check
CCPA
gdpr
check
GDPR
AICPA SOC
check
SOC2

Trusted by top sales teams around the world

Top 50 sales products, 2023Leader, Fall 2023Enterprise Leader Americas Fall 2023Leader americas fall 2023Easiest to do business with fall 2023Leader enterprise fall 2023

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.

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.

What they say

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

Scott H. Edmunds

Founding team, CRO

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

Linda Peters

Services Sales Manager, Extreme Networks

We now 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 and success.

Scott Allison

VP of Sales