SETSAIL FOR SALES OPERATIONS

Give Your Reps the Recipe to Win

See what sellers can do to quickly advance deals to close. Give reps the winning blueprint.

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

Give Your Reps the Recipe to Win

See what sellers can do to quickly advance deals to close. Give reps the winning blueprint.

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

Track Sales Rep Activity – Automatically

Sales reps can focus on selling. All activity data is captured – completely, and automatically – from all the tools they use every day.

Sales reps
Sales reps

Help Sellers Prep for Every Meeting

Give sales reps meeting prep power-ups like an automated summary to keep them focused for every sales call.

See What Should Happen Next for Every Deal

Sales reps can ask questions about deals, get suggested next steps, and keep their pipeline moving.

Sales reps

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.