How do we use Tableau, Looker, or another analytics / Business Intelligence tool with our sales data?
Teams often have their own data analysis tools in place, but they need high-quality, well-organized data to conduct meaningful analysis of their sales activities. SetSail gathers data from virtually any sales activity across all of your revenue teams. It then populates that data into your preferred data lake or Salesforce. The consistent and accurate syncing of data that SetSail provides allows your instance of Tableau, Looker, or other BI tool to make the most of analyzing your data. Plus, SetSail offers an AI-powered revenue analyst that gives users instant access to insights into the data. There's no need to wait for an analyst to configure a report. Users get the answers they need about which deals are at risk, how sales performance is shaping up, and what to do to win more deals -- all with a simple question to the SetSail AI platform.
Similar questions
Can we set and track sales goals within the software?
Your sales goals are unique to your organization, so you want to track them the way your business works. But even more than that, you want to know what leading indicators identify deals that are at risk or are doing well so you know whether you will hit your overall goals. SetSail makes that possible by identifying which metrics and milestones matter most to your organization. Then it lets you select these goals for monitoring, if you want to use our dashboards. Even if you don't want to use a dashboard, SetSail will automatically push insights to your teams via email and Slack based on the goals that matter to you. Our AI will identify when deals are getting risky and goals are getting tough to meet so you can fix problems in your deals fast, and keep selling.
What level of visibility does the software provide into the sales pipeline?
SetSail provides instant access to insights about your sales pipeline and lets you dive as deep as you want to get the intelligence you need about your deals and accounts. How? SetSail AI gathers all activities that are happening on your deals and identifies where there are risks and opportunities for advancing deals. Users can get MEDDICC analysis that includes all relevant information about your deals simply by asking. Not one-off call summaries, but complete deal analysis. Users can even follow-up to get recommendations on the next best action to move their deals forward. Plus, SetSail will push deal analysis to users where they work -- in email or Slack. So there's no need to hope that your sales team will go into yet another user interface.
Can we track the progress of deals through various stages?
SetSail does more than just track the progress of deals through their various stages. SetSail can analyze your deals to identify which milestones truly matter by correlating deal progress with sales activities and with whom they are being executed. SetSail can push alerts to sellers via Slack and email whenever a deal is stuck in its progress, including recommendations for what to do next to get the deal unstuck. Now, sellers get more than just reports on their deals, they get a 24/7 revenue analyst that can help them spot risks in their deals and address those risks so they can keep deals moving to close.
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