SetSail for Sales Leaders

Know What Wins. Drive Consistent Sales Growth.

Automatically capture & centralize all of your sales activity. Unlock the leading indicators and buying signals that matter most for closing deals. Then, stay on top of rep activity to drive consistent sales scalability.

Sales Leader

Top B2B Sales 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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The ease of use of just seeing everything in front of me on one screen is a timesaver! I love having everybody and everything on one platform and having everything right in front of me.

Linda Peters

Service, Sales Manager, Extreme Networks

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See what’s happening across your sales team 

Is your team working on the right things and following the correct processes? No more self-reported data and speculation. Get a real-time look at what your reps are doing with automated activity, email, and meeting capture.

Know what activities lead to revenue

Stop drowning in a sea of data and take out the guesswork from your sales process. With SetSail, you can unlock the data and activities that generate revenue. Create a formula based on the top performers so your existing sales team can close more. 

Get more from every rep 

Save hours of Salesforce management and reporting per rep per week. Coach your team based on meaningful milestones, and give reps visibility into how they stack up. SetSail centralizes your sales activity to give you an at a glance view of your team’s performance. Your reps will spend less time on data entry and more time on what matters most: selling.

Sales Activity TrackingSales Activity RevenueSales rep

Intelligent signals to power action

SetSail unlocks insights to help you see how you can focus team activity to close, upsell, cross-sell and influence buyer behavior. Turn your sales data into buying signals.

Automated sales activity capture

Your sales data is buried across your GTM tech stack and hidden in your reps inboxes. We put all the data in one place. SetSail automatically updates your CRM – no errors or duplicates. And no more manual data entry or asking, “is it in Salesforce?”

Sales 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 sales visibility.