Can we view communication logs for specific team members or accounts?
It's vital to be able to view communication logs or activities by who is doing the activity (your sales team) and who is being interacted with (the prospect or customer). SetSail makes it easy for users to view these logs within Salesforce because every activity is synced from email, calendar, and call recording tools to your CRM and data store. Users can not only view these logs to get up to speed on accounts, but they can get insights into what's happened in an account simply by asking the SetSail AI analyst. Want to know when the next meeting is with a VP level lead? Just ask!
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.
