Can we generate detailed reports on sales team activities for analysis?
SetSail provides sales leaders and sellers with both a dashboard view and a completely dynamic, AI-powered way to get insight into sales activities. The dashboard approach includes not only standard metrics and views on what deals are being worked on, what their real status is, and whether they will close. But also our AI analyst allows users to ask questions about their deals in real time. Want to know what deals are on track to close this quarter? Want to know which deals are at risk? Want to know what steps you should take to move risky deals forward? SetSail AI provides instant answers to these questions. Detailed reports on deals, rep performance, and more can be generated, saved, and pushed to you when you need them -- all without the intervention of Sales Operations.
Similar questions
What objects and fields does SetSail write?
SetSail writes new emails, calendar meetings, and contacts to SFDC. SetSail also enriches contacts by writing to fields for title, phone number, department, and soon, job level and job function for contacts
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.
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
Want to learn more?
See the product in action with a live demo from a SetSail expert.
