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.










What our customers say
Jason Mead
VP, Global Revenue Operations
Scott Allison
VP of sales
Mallory Sullivan F.
Director, Program Sales Scaled Sales - NAMER LinkedIn Marketing Solutions







See what’s happening across your sales team
- Stop wondering if reps are working on the right things. Get an instant view of all sales activity.
- Automate data capture from across your go-to-market tech stack, including meetings, and new contacts.
- Get reps out of manual data entry mode. Keep them focused on the actions that make the biggest impact.


Know what sales rep activities lead to revenue
- Identify the signals that set top-performers apart. Get a clear look at the behaviors that drive wins.
- Improve best practices based on winning activity and roll it out across your team. Boost win rates and deal velocity.
- Get insights on the full customer life cycle. See how to manage relationships to influence upsell and cross-sell sales motions.
Replicate winning behaviors across your sales team
- Make your team meetings more impactful. Spend less time catching up on what’s been done, and more time focused on next steps.
- Build on what works. Onboard and ramp up new reps with proven activities for closing.
- Track rep progress towards performance improvements and incentivize your team based on impact, not simply volume of activity.


FAQs
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 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.
1. SetSail has better privacy and security controls
2. SetSail has better data quality and accuracy
3. SetSail is more configurable in complex SFDC environment
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
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