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Know what works. Drive more sales.
Automatically capture all sales activity in your CRM. See what rep behaviors influence revenue. Focus your team on the actions that matter and replicate winning across your team to drive revenue impact.
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What sales leaders say
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.
We now have visibility into performance and activities that we would never be able to leverage without SetSail.
I can look at one screen to make sure my reps are capturing all they should be when dealing with their customers. One of the overall best values of SetSail is it allows us to see what is being actioned instead of taking the reps’ word.
See what’s happening across your sales team
Is your team working on the right things? No more questions about who's doing what — manage your sales team at a glance by centralizing all rep and deal activity. With automated email, activity, and meeting capture, you’ll have a complete and accurate view into what every rep is doing.
Know what sales rep activities lead to revenue
Take the guesswork out of your sales process. Identify the signals that set your top-performers apart, and see the behaviors that lead to won deals. Roll out those best practices across your team to increase win rates and deal velocity.
Replicate winning behaviors across your sales team
Show your team the behaviors that drive success, and track their efforts on the metrics that matter. Let reps see how they measure up and what they need to do to improve performance and close more deals.
Automated sales activity capture
Your sales data is buried across your GTM tech stack and hidden in your reps inboxes. SetSail automatically puts all that data in your CRM — no errors or duplicates. And no inconsistent manual data entry or asking, “is it in Salesforce?”
Intelligent signals to power action
Activity data is good. Success signals are better. SetSail tracks the signals that help your team to close, upsell, cross-sell, and influence buyer behavior.
Frequently asked questions
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!
Lost in a Sea of Data?
SetSail for actionable sales visibility.
