Drive better sales performance.

Enable sales reps to focus on what wins. See how everyone is performing on leading indicators of success, and train and coach accordingly.

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What our customers say

Data is the heart of a high velocity SaaS and subscription business. SetSail creates a healthy data foundation that drives forecast, demand generation, and insight across the business.

Jason Mead

VP, Global Revenue Operations

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

We now have visibility into performance and activities that we would never be able to leverage without SetSail.

Scott H. Edmunds

founding team, cro

Top 50 sales products, 2023

Capture the sales interactions that matter

  • Get a 360-degree picture of each rep’s efforts across go-to-market systems like email, calendar, and B2B engagement tools.
  • Concentrate sales data in one place — your Salesforce CRM or data lake.
  • Automate sales data entry and reduce pressure on individual reps to maintain CRM hygiene.

Know the key behaviors that drive winning outcomes

  • Get sales enablement data on what’s working across your revenue organization.
  • Train reps on the behaviors, milestones, and activities that win.
  • Reduce the time reps spend on daily tasks that don’t add up to revenue.
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Go from day one to deal won faster.

  • Ramp new reps quickly with training and SOPs that focus them on hitting meaningful milestones.
  • Keep raising the bar for seasoned reps with new goals and incentives to help them hone their edge.
  • Use ongoing behavioral insights to refine sales enablement materials based on accurate sales activity data.
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I have other tools in my tech stack. Why do I need SetSail?

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!

Does SetSail connect to Salesforce?

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

Is SetSail a forecasting tool?

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?

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.

How is SetSail different from other software?

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

For SetSail to work, does my data already need to be clean?

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

What objects and fields does SetSail write?

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

Give your sales enablement program a data power boost.

Build best practices based on a complete CRM and actionable success signals.