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
What are the most important sales reports I should be looking at?
Sales reports can provide valuable insights into your sales performance and pipeline. If you’re looking at the right ones, that is. The “right” sales reports depend on your industry, business model, and specific goals, but there are a few that stand out as important for most organizations.
The sales forecast predicts sales performance based on current trends, historical data, and existing pipeline. It’s critical for projecting revenue.
Next, sales performance reports by rep show how individual sellers are doing. You can see their targets vs actual performance, revenue generated, conversion rates, and more. It’s important to look at leading indicators on these reports — as well as the key indicators of deal progress that matter for your business — rather than just end results.
Sales funnel reports show you conversion rates at each stage of the sales cycle. That helps you identify bottlenecks and keep deals moving smoothly.
Churn and retention reports measure churn rates, reasons for churn, customer satisfaction, and more. These are key for identify why customers leave and proactively addressing customer concerns.
Finally, opportunity win/loss reports help you evaluate trends and areas for improvement in your sales process. You can find common objections and trends in what milestones and attributes lead to closed-won deals.
How does your software enable the tracking of sales team activities on a day-to-day basis?
SetSail automatically collects every email, call transcript, calendar, and other sales data from your sales activities. Customers connect SetSail with their go-to-market stack tools, like Gong, Outreach, Salesloft, and Chorus. SetSail then accurately gathers the information with no rep action required. Complete, consistent sales data gets pushed to your Salesforce instance or data lake, such as Snowflake or Databricks.
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