Can we generate custom reports to gain insights into our sales performance?
SetSail goes way beyond custom reports. It gives users complete flexibility to ask the kinds of questions they want about their deals, accounts, and performance without the limitations of a reporting tool -- and without demands on sales operations professionals' scarce time. It does that through an AI-powered revenue analyst that allows users to ask questions about their sales data using plain English via a chat-based interface. Users can ask the questions they want, dive deeper as needed, and even subscribe to their questions to get updates as needed. Plus, sellers can tailor notifications from SetSail AI to focus on signals that matter to them. Insights like deals at risk alerts, performance measures, and more can be customized and delivered to reps where they work -- in email and Slack.
Similar questions
Can you share references from other CROs or businesses in our industry who have used your software?
Yes, we have a range of customer stories that are available under the resources tab on our website. Additionally, please feel free to browse the reviews we've received from customers at https://security.setsail.co/
What security measures are in place to prevent data breaches?
If you want to know more about how SetSail protects your sales activity data, simply visit https://security.setsail.co/
What kind of reporting and analytics tools does your software provide?
SetSail AI is an AI-powered revenue analyst for everyone on your team. That means that users can ask any question about their deals, accounts, and performance and get instant answers. They can get responses to questions like 'which deals are at risk?', 'how can I advance my top deals?', and 'what activities do my top sellers do?'. This intelligence can be delivered to you in charts and other formats, and users can subscribe to insights as they wish. That means that reports -- and the ability to dive deep within reports -- are completely in the control of users. No more generic dashboards that can't be customized. Users can get the insights they need in seconds. Plus, SetSail AI will proactively push key insights to users where they work -- in email or Slack. That means that users don't need to remember to use the platform. Instead, they get real-time valuable intelligence about how to move deals forward.
Want to learn more?
See the product in action with a live demo from a SetSail expert.
