CRM Readiness Score

Your next QBR, SKO, or forecasting meeting is coming up. But if your Salesforce isn’t up to date or accurate, are you and your sales teams really ready? Get your CRM Readiness Score to see how complete your accounts, contacts, and opportunities are. Plus, get tailored recommendations on how you can improve your sales data.

Get an instant score based on CRM activity:

  • Logged emails
  • Logged meetings
  • Logged contacts
ccpa
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CCPA
gdpr
check
GDPR
AICPA SOC
check
SOC2

CRM Readiness Score

Your next QBR, SKO, or forecasting meeting is coming up. But if your Salesforce isn’t up to date or accurate, are you and your sales teams really ready? Get your CRM Readiness Score to see how complete your accounts, contacts, and opportunities are. Plus, get tailored recommendations on how you can improve your sales data.

Get an instant score based on CRM activity:

  • Logged emails
  • Logged meetings
  • Logged contacts

ccpa
check
CCPA
gdpr
check
GDPR
AICPA SOC
check
SOC2

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What they say

At Cisco, we have 100% automated contact creation and updates.

Robyn S.

AI Manager

One of the best things about SetSail is that it collects data around natural rep engagement without manually entering tasks or activities in Salesforce.

Scott Allison

VP of Sales, SolarWinds