Is there a dashboard for real-time performance tracking?
Yes, sales leaders and sellers have easy access to browser-based dashboard of general and highly customized metrics. Not just any metrics, but the metrics that are shown to matter for your unique sales process. Plus, SetSail's AI capabilities allow users to dynamically ask any question about their sales data and dive deeper as needed. The result is not a static, general dashboard, but rather realtime insights that actually match the needs of sales leadership and can be customized simply by asking SetSail's AI analyst.
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.
