SETSAIL FOR REVENUE OPERATIONS

Get a Foundation of Sales Activity Data

Trust your sales data again. Capture, centralize, and enrich sales data so it’s accurate, complete, and error-free – automatically.

Top 50 sales products, 2023Leader, Fall 2023Enterprise Leader Americas Fall 2023Leader americas fall 2023Easiest to do business with fall 2023Leader enterprise fall 2023

SETSAIL FOR REVENUE OPERATIONS

Get a Foundation of Sales Activity Data

Trust your sales data again. Capture, centralize, and enrich sales data so it’s accurate, complete, and error-free – automatically.

Top 50 sales products, 2023Leader, Fall 2023Enterprise Leader Americas Fall 2023Leader americas fall 2023Easiest to do business with fall 2023Leader enterprise fall 2023
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Capture Data Consistently and Accurately

Gather and normalize all sales data from across your teams and tools without vendor lock-in. Centralize it where you need it – in your Salesforce or data lake.

Revenue operations
Revenue operations

Turn Activity Data into Sales Actions

Mine call transcripts, emails, and other sales activities for intelligence about how to move deals forward. Spot key milestones, metrics, and best practices so you can optimize your sales process.

Give Sales Teams Easy Access to Data and Insights

Let sales leaders and reps deep dive on questions that matter to them with the power of SetSail AI. Boost their knowledge of what’s working – no unnecessary support or custom dashboard required.

Revenue operations

FAQs

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

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Lost in a sea of data?

Find your missing sales activity data and fix the data quality issues in your CRM.