Are there customizable reports to focus on specific metrics or time periods?
SetSail's approach to sales activity reporting gives you ultimate flexibility. Rather than being limited by generic reports that don't match your sales process, SetSail identifies which metrics and milestones are correlated with success in the real world. Does a certain persona matter more? Is a certain message more impactful? SetSail helps you measure actions that matter. Users can then get insights narrowed down to particular users and time frames simply by asking the question in real time. Our AI agent understands your questions because it's tuned for sales needs. That means you can get instant answers to the most critical sales questions without asking your Salesforce admin for help.
Similar questions
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
How does the CRM Health Grader work?
The grader works by analyzing contact, opportunity, and activity records to look for missing records. It then uses this analysis to generate a score based on your level of missing data. The missing sales data is vital to the health of your organization since it is the information your team needs to improve sales performance.
How can I improve my score?
– Create (and enforce) data quality standards
– Automate data where possible
– After you check your score, the SetSail team can help you capture, centralize, and enrich your sales data
Want to learn more?
See the product in action with a live demo from a SetSail expert.
