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How does the software help in tracking and managing leads and opportunities?

Sellers and sales leaders must be able to track what's happening with their leads and opportunities. Consider what happens when an account is transferred from one rep to another, or a leader wants to guide one of their sellers. If they don't have the latest intelligence about what's been communicated to the account (via email, meeting, video call, etc.) then they won't be able to support the account or their sales team. By having instant access to all activity data in Salesforce and via the AI powered revenue analyst, sellers are instantly up to speed on what's been happening in their accounts even when there are dozens of players communicating. Users can simply ask SetSail's AI analyst any question and get instant intelligence on what's happening in their deals.

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