SetSail for Revenue Operations

Real-Time Insights to Drive Consistent Revenue Growth

Break down data silos and optimize your revenue operations to unlock actionable visibility into your pipeline and sales data.

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Top B2B RevOps Teams Love SetSail

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We now have a clear view of all activities and their impact. We can easily identify which sales team members are working hard to lead to long-term engagement and success.

Scott Allison

VP of Sales, SentryOne

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SetSail is an excellent proxy for empowering remote sales and revenue teams without being in the office. We now have visibility into performance and activities that we would never be able to leverage without SetSail.

Scott H. Edmonds

Founding Team, Chief Revenue Officer, Syncari

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Unlock Hidden Interaction Data

There’s a treasure trove of emails, meetings, and contacts locked in your go-to-market team’s inboxes and calendars — unrecorded and invisible to the business. SetSail uncovers that data and makes it available for analysis, insights, and better decision-making.

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See what’s working in your sales process

Gain complete visibility into your opportunities and accounts to identify inefficiencies in your sales process. SetSail identifies the signals most correlated with success and lets you track those signals on a rep and deal level.

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Trust your sales forecasts again

Missing contacts and activities, anecdotal reporting, and manual data entry lead to inaccurate forecasts. SetSail lets you build reliable forecasts and regain trust in your data through automated and precise activity capture.

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Tailored to your RevOps needs

Every RevOps team has a unique process. SetSail can write to standard CRM fields and has the flexibility to support your unique data model. We work with you to configure SetSail’s writeback to match your exact CRM setup and business requirements.

Automated activity & data capture

Stop asking, “Did you add it to Salesforce?”. SetSail automates CRM data entry to capture every contact, email, and meeting. In addition, SetSail will enrich your data with contact details like job title, job function, email, phone number, department, and more. The data is all written back to the correct account or opportunity with a custom configuration.

RevOps Success
16%
Higher revenue
33%
Faster ramp time
15x
ROI on sales program
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Frequently asked questions

What objects and fields does SetSail write?
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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.

For SetSail to work, does my data already need to be clean?
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No. SetSail can detect missing fields and contacts, as well as inaccuracies in contact and account data, and rectify them before SetSail begins adding new data.

How is SetSail different from other software?
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1. SetSail has better privacy and security controls
2. SetSail has better data quality and accuracy
3. SetSail is more configurable in complex SFDC environments

What data can SetSail automatically log?
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SetSail automatically logs all relevant emails, meetings, and contacts back to your CRM. SetSail also writes contact details like job title, job function, email address, and phone number to the contact entity in your CRM.

Is SetSail a forecasting tool?
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SetSail can be used to track deal progress and account health, but it is not a dedicated forecasting tool. However, forecasting tools require complete and accurate data to work. As such, most revenue teams who have a forecasting tool also use a data capture and enrichment tool like SetSail.

What data can SetSail automatically log?
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SetSail automatically logs all relevant emails, meetings, and contacts back to your CRM. SetSail also writes contact details like job title, job function, email address, and phone number to the contact entity in your CRM.

Does SetSail connect to Salesforce?
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Yes, SetSail integrates with Salesforce. SetSail writes sales data back to Salesforce and displays Salesforce data in its native SetSail App.

My techstack already includes X. Why do I need SetSail?
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SetSail integrates with all major B2B engagement platforms, including revenue intelligence tools like Gong and Outreach. Used in isolation, most RevOps technology actually creates more silos. SetSail captures sales data from every source and makes it available wherever you need it, so the more tools already in your tech stack, the more data SetSail can collect, centralize, and add insights to!

Lost in a Sea of Data?

SetSail for actionable RevOps visibility.