SETSAIL FOR SALES LEADERS

See what's happening across every deal and every team

Get a complete, accurate view of what’s going on in the pipeline and with each rep. See what behaviors to coach up to improve performance and increase win rates. 

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 SALES LEADERS

See what's happening across every deal and every team

Get a complete, accurate view of what’s going on in the pipeline and with each rep. See what behaviors to coach up to improve performance and increase win rates. 

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

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

SetSail has helped us incentivize the right sales motions for our sales team, allowing us to drive awareness around what actions are most important for them to take in their role.

Mallory Sullivan F.

Director, Program Sales Scaled Sales - NAMER LinkedIn Marketing Solutions

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

Know What’s Going on in Every Deal – Automatically

Accurate sales activity capture means you never question what’s happening in your team’s deals. And it’s automatic, so reps don’t waste selling time updating the CRM.

Sales activity tracking
Sales activity tracking

What Do Your Top Reps Do Differently?

What do the top reps do better than everyone else? Get AI-powered smart signals that show you the selling behaviors that drive success so you can replicate them across your team.

Stay on Top of Every Deal and Coach Your Reps to Close

Track what’s going on in every deal and spot issues before they derail progress. See how each rep is progressing against the deal milestones proven to matter.

Sales activity tracking

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!

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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Ready to drive up win rates?

Automate accurate sales activity capture and find your team’s success signals.