Scott Allison
VP of Sales, SentryOne
Break down data silos and optimize your revenue operations to unlock actionable visibility into your pipeline and sales 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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
Yes, SetSail integrates with Salesforce. SetSail writes sales data back to Salesforce and displays Salesforce data in its native SetSail App.
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!
SetSail for actionable RevOps visibility.