SETSAIL FOR SALES OPERATIONS

Support sales with data and insights.

Optimize your sales operations by breaking down tech silos. Get a full view of your sales data and what’s working. Track rep activity, create impactful reports, and refine best practices to hit targets faster.


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 OPERATIONS

Support sales with data and insights.

Optimize your sales operations by breaking down tech silos. Get a full view of your sales data and what’s working. Track rep activity, create impactful reports, and refine best practices to hit targets faster.


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

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

Make your CRM a source of truth

  • Find critical sales data locked away in systems across your tech stack, from email and calendar to B2B engagement tools and more.
  • Centralize every sales activity and contact in Salesforce, completely and accurately.
  • Stop relying on manual data entry — automatically capture everything and write it back to your CRM.
Sales operations
Sales operations

Identify winning behaviors

  • See which activities are most successful with a holistic view of how your sales team operates.
  • Spend less time tracking down data and more time supporting your sales organization.
  • Streamline your sales process by focusing on the milestones that have historically led to closed-won deals.

Empower sales reps to succeed

  • Give reps crystal-clear insights into what works and what they should be doing better.
  • Define KPIs with individual and team targets that boost win rates.
  • Supercharge your sales performance with incentives tied to proven revenue-driving milestones.

Sales 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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Make your sales data a competitive advantage.

Complete your CRM and get insights to optimize your sales process.